Kathleen understands that it takes more than just looking at financials to ensure that you are achieving optimum profitability. As a small business owner herself, she knows that you need to look beyond the financials and evaluate how effective you are at tracking and using your resources and capital.

Her passion for budget and numbers began at a very young age, but what gives her the ability to understand how to manage a financially well-run business comes from over 35 years experience in both corporate and small business environments.

After earning her degree in Electronics Technology, she spent the first fifteen years of her career as a leader in the Title and Mortgage Loan Servicing industries where she managed human as well as financial resources. In 1996, influenced by her entrepreneurial husband, she ventured into self-employment and spent five years running a newspaper district for The Dallas Morning News. Utilizing her leadership skills, she secured a solid team of carriers who continually delivered accurately and timely, which earned her multiple performance awards.

With her inherited analytical mind (or maybe it was learned by a Father who, when asked what time it was, took out a pen and paper to illustrate how the clock worked), she decided to combine her business operational experience with her passion for accounting, and in 2003 she started Stevens Small Business Solutions. She earned her Professional Bookkeeping Certificate from The Universal Accounting Center and completed the H&R Block tax course. She serves as President of the corporation providing controller services to companies in various industries including legal, retail, restaurant, public relations, marketing, tax preparation, and trucking. Since 2004, she has also been serving as CFO of a PR & Marketing firm where she has demonstrated how financial strategic planning and analysis play an important role in protecting a businesses brand.

When Kathleen is not demonstrating for her clients how dollars and sense go together, you might find her talking about nutrition with anyone who will listen.   She enjoys golfing with her husband and hopes to one day play a round without having to use a calculator to add up her score.

If there was one thing the US Navy gave Bob, aside from an Honorable Discharge, it was a discovery of his entrepreneurial spirit and a determination to work for himself.  While in the Navy stationed in San Diego, he worked part-time with Domino’s Pizza as a delivery driver.  When he left the military, he continued working in management with Domino’s. Three years later he became a Franchisee and within five years had purchased one existing store and opened four new ones.

With strengths in operational management, local store marketing, and employee training and retention, he went on to reach the top two percent of world sales volume within the first two years of his first store opening. After selling the Domino’s Pizza stores, he purchased a ten-store Green Burrito franchise territory and opened the first store in the area before life events relocated him and his new bride to Dallas, Texas. His subsequent entrepreneurial ventures include becoming an independent distribution contractor for The Dallas Morning News, an operating partner for a Godfather’s Pizza franchise, an Independent Contractor for NEP Broadcasting (sports entertainment Industry), a franchisee for Instant Tax Service, and his current partnership with Kathleen here at SSBS.

Bob holds an Associate of Arts degree in Accounting and assists with bookkeeping and tax preparation as needed. He has always believed in giving back to the community, which is why you might see him helping out the Special Olympics or volunteering as a tax preparer for low income families during the tax season.  Whether schooling, working or volunteering, he always seems to find some time to hit the golf course or the pickle ball court.

While residing in San Diego, California Lindsay has recently joined the SSBS Corp's California Satellite Office. She has worked as an inside sales representative for Grant & Associates, a lighting manufacturers representative firm. During the 8 years with Grant & Associates, Lindsay's responsibilities included lighting quotations, order entry, order follow up and customer service as a direct liaison between customers and factory personnel. In 2010, she was awarded the Representative Inside Employee Award of Excellence from their top manufacturer for her continued hard work and dedication.

In 2009, Lindsay became a partner of a lighted bollard company, Wayne Tyler Inc. There she had many different roles assisting sales representatives across the country, providing quotations, project follow up and shipment schedules, creating marketing materials, and utilizing databases and accounting programs to organize and maintain company records. It was then, that Lindsay realized her passion for numbers. In the fall of 2014, after the birth of her son, she decided to substantiate her bookkeeping skills with formal accounting education. Lindsay has since earned two certificates in accounting and is the lead bookkeeper for several SSBS clients.

When Lindsay is not crunching numbers at work or in school, she is spending time with her husband and four children. She is a volunteer room parent at her daughters elementary school and loves to play volleyball at the local the Recreation Center.