OUR TEAM & APPROACH
At FXBG Accounting & Advisory, we drive value for our clients as a team.
Our mission is to educate small business owners to increase their financial confidence and advise them on strategies to cultivate long-term success.
Who We Are
TEAM ORIENTED
We deliver as a team of professionals with unique perspectives and experiences. Each business client is assigned an Engagement Team that consists of an Accountant in Charge, Engagement Lead and Staff Accountant which ensures a continuity of service.
HIGHLY COMMUNICATIVE
Our team believes that communication is the cornerstone of excellent customer service. We build trust and establish strong relationships with our clients, leading to greater collaboration and ultimately, more successful outcomes.
TECHNOLOGICALLY SAVVY
We consider technological proficiency to be a critical component in delivering top-notch service to our clients. To provide our clients with a seamless and secure experience, we leverage tools like Liscio, a platform for secure document sharing and communication.
CONTINUOUS LEARNERS
Our team is committed to ongoing learning and professional development. We believe that staying up-to-date with tax law and compliance is vital for delivering high-quality work. As such, we regularly attend workshops, conferences, and trainings to expand our skills and expertise.
Our Team
President and Founder
Education
Bachelor’s Degree in Accounting, University of Mary Washington and Master’s Degree in Accounting, Liberty University
Experience
General and job cost accounting, individual and business taxation and business advisory
Fun Fact
Sam is a FXBG native whose parents and grandparents were also local entrepreneurs
Senior Tax Accountant, Individual Services
Education
Bachelor’s Degree in Business Administration, University of Mary Washington
Experience
Individual, estate, and trust taxation
Fun Fact
Don enjoys spending time outside fishing, swimming and exploring
Practice Manager
Experience
Office administration in the automotive industry
Fun Fact
Natalie loves spending time on the lake with her 4 children and 4 grandchildren
Vice President
Education
Bachelor’s Degree in Accounting and Management, University of Virginia
Experience
Advisory from a financial, accounting, and HR perspective at a Big 4 accounting firm and a national consulting firm
Fun Fact
Rebecca loves to walk outdoors, especially around the Rappahannock River and in Downtown FXBG
Staff Accountant
Education
Bachelor’s Degree in Accounting, University of Lynchburg and Master’s Degree in Accounting, Liberty University
Experience
Bookkeeping, payroll, and HR
Fun Fact
Lori has a new puppy, Millie, that she loves to hang out with
Administrative Assistant
Experience
Customer service support and administration
Fun Fact
Kaila loves to walk in Downtown FXBG and spend time with her family
Senior Accountant,
Business Services
Education
Bachelor’s Degree in Accounting, Indiana University of Pennsylvania
Experience
Taxation, auditing and accounting in the public and private sectors
Fun Fact
Lori grew up in PA but she has been in FXBG for several years and enjoys the city’s historical significance
Staff Accountant and Payroll Specialist
Education
Bachelor’s Degree in Accounting, University of Mary Washington
Experience
Bookkeeping management and payroll processing
Fun Fact
Jen is a FXBG native and loves supporting small businesses in any way that she can
Administrative Assistant
Education
Bachelor’s Degree in Psychology, University of Mary Washington (In Progress)
Experience
Customer service support and administration
Fun Fact
Elizabeth enjoys shopping at thrift stores and reading
Intern
Education
Bachelor’s Degree in Accounting (Beginning in Fall 2024), University of Virginia
Experience
Bookkeeping and individual taxation
Fun Fact
Lily is an avid reader and she loves to play outside with her two cats
Our Team
President and Founder
Education
Bachelor’s Degree in Accounting, University of Mary Washington and Master’s Degree in Accounting, Liberty University
Experience
General and job cost accounting, individual and business taxation and business advisory
Fun Fact
Sam is a FXBG native whose parents and grandparents were also local entrepreneurs
Vice President
Education
Bachelor’s Degree in Accounting and Management, University of Virginia
Experience
Advisory from a financial, accounting, and HR perspective at a Big 4 accounting firm and a national consulting firm
Fun Fact
Rebecca loves to walk outdoors, especially around the Rappahannock River and in Downtown FXBG
Senior Accountant, Business Services
Education
Bachelor’s Degree in Accounting, Indiana University of Pennsylvania
Experience
Taxation, auditing and accounting in the public and private sectors
Fun Fact
Lori grew up in PA but she has been in FXBG for several years and enjoys the city’s historical significance
Senior Tax Accountant, Individual Services
Education
Bachelor’s Degree in Business Administration, University of Mary Washington
Experience
Individual, estate, and trust taxation
Fun Fact
Don enjoys spending time outside fishing, swimming and exploring
Staff Accountant
Education
Bachelor’s Degree in Accounting, University of Lynchburg and Master’s Degree in Accounting, Liberty University
Experience
Bookkeeping, payroll, and HR
Fun Fact
Lori has a new puppy, Millie, that she loves to hang out with
Staff Accountant and Payroll Specialist
Education
Bachelor’s Degree in Accounting, University of Mary Washington
Experience
Bookkeeping management and payroll processing
Fun Fact
Jen is a FXBG native and loves supporting small businesses in any way that she can
Office Manager
Experience
Office administration in the automotive industry
Fun Fact
Natalie loves spending time on the lake with her 4 children and 4 grandchildren
Administrative Assistant
Experience
Customer service support and administration
Fun Fact
Kaila loves to walk in Downtown FXBG and spend time with her family
Administrative Assistant
Education
Bachelor’s Degree in Psychology, University of Mary Washington (In Progress)
Experience
Customer service support and administration
Fun Fact
Elizabeth enjoys shopping at thrift stores and reading
Intern
Education
Bachelor’s Degree in Accounting (Beginning in Fall 2024), University of Virginia
Experience
Bookkeeping and individual taxation
Fun Fact
Lily will be pursuing a degree in Accounting at the University of Virginia this fall