ServiceTitan Integration Specialist & Accounting Coach
Certifications & Accolades
- Acuity Institute - Change Management Professional
Stephanie Evans joined BDR in January 2020, bringing 15 years of directly relevant experience in accounting, bookkeeping, operations, and office management, with her last eight years as the business owner of North Florida Bookkeeping, LLC.
She has considerable expertise in formal accounting practice, systems set-up, software configuration and integrations, process development, and operational streamlining. While owning her business, she found, researched, and exposed accounting fraud a half-dozen times and worked with local law enforcement to bring justice to business owners.
Stephanie spent five years volunteering as a Chamber of Commerce Partner, training business owners on QuickBooks and doing one-on-one financial coaching. She loves data, software, forensic accounting challenges, and helping business owners succeed.
Stephanie’s bookkeeping and accounting career started in 2005. She held full-charge bookkeeping roles for over seven years and gained well-rounded management experience, including operations, HR, purchasing, and sales management. Her additional roles included corporate trainer, project management, safety management, OSHA, and worker’s compensation recordkeeper.
Early in Stephanie’s career path, she spent four years perfecting her skills at writing standard operating procedures (SOPs) as a technical writer for training & development with Eli Lilly spanning 2,000 employees and contractors and 3,000 training courses. As a Certified QuickBooks Pro Advisor, Stephanie completed 300-400 software set-ups, configurations, and system conversions over eight years. Additionally, she executed 200 integrations between accounting and business operations software, like ServiceTitan™ or SmartServ™. As you can imagine, 400 software installations and conversions mean training 400 clients on managing and using the software and executing the accounting duties and roles, including writing processes and procedures for proper accounting practices and back-office operations.
In 2012, Stephanie started North Florida Bookkeeping from scratch as the sole owner. Her client focus was in the HVAC, Plumbing, and contracting trades, ranging from $100,000 to $30 million in sales in residential and commercial markets. Before winding down her business to join BDR, her peak clientele was 150 monthly clients, totaling 400 accounting and bookkeeping clients over eight years.
As a BDR financial coach, she has the skills, knowledge, and business savvy to deliver practical, implementable solutions with accountability tracing.
Stephanie says she “strongly encourages all business owners to take an active role in their finances. I enjoy working in the trenches with business owners and watching them succeed and grow. My personal goal is to ensure that my clients understand their financial statements and see the value of good Accounting Practices. BDR exemplifies this philosophy, and I am excited to be part of the team.”