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Karen Mora
CEO of Accountability Plus, Karen founded the company in 1999 after bookkeeping for nine years at a Silicon Valley commercial real estate firm and two Santa Barbara CPA firms. Her affiliations include Treasurer of the National Association of Women Business Owners, (NAWBO) past VP and current member of the American Payroll Association (APA)–Santa Barbara Chapter, past President of the Santa Barbara Bookkeeper’s Association, and past payroll Instructor at SBCC. Karen enjoys scuba diving, reading, gardening and traveling to Costa Rica with her husband in her free time.

Karen Mora

Leadership
Ovidio Mora
Ovidio immigrated to the US from Costa Rica in 1988, and worked in food services in FL, OR, and Santa Barbara, where he met and married Karen. Fondly known as “OV”, he joined the Accountability Plus team in 2002 as the outside liaison and “face of AccPlus.” His duties include IT support and bookkeeping. OV enjoys scuba diving, cycling, and socializing in his free time.

Ovidio Mora

Leadership
Andy Barrad
Born and raised in Long Beach, Andy moved to Santa Barbara in 1997 where he and his wife have raised two children, now both in their 20’s. He has over 40 years’ experience as owner/operator of a property management company. During this period Andy held the elite mark of distinction the “Certified Property Manager” Designation and a Real Estate Broker’s License.

Andy Barrad

Bookkeeper
Antoinette Crawford
Antoinette has over 25 years of bookkeeping in Santa Barbara. She worked for a Santa Barbara contractor for 20 years as a bookkeeper and office manager before coming to Accountability Plus. She has applied her skill toward multiple industries, such as rental properties and private small-business entities. Antoinette enjoys playing tennis with her husband, yoga, nature walks with her girlfriends, and spending time with her growing family whenever possible.
Chery Cerise
Chery is pleased to bring Accountability Plus her leadership expertise in business management and HR, honed in the private and nonprofit sectors. She holds an MBA in Management & Strategy and a BS in HR Management. She is a certified HR Professional [SHRM & HRCI] in both federal and state employment law and is also a Certified  QuickBooks Pro Advisor. In her free time, Chery enjoys spending time with family and friends, adventuring on her road bike, and exploring and embracing the world and its cultural diversity.

Chery Cerise

Leadership
Chris Curry
Chris Curry calls Santa Barbara home now, having recently relocated from Austin, Texas. He has over 20 years of experience as an IT professional. Chris is excited about his new position here at Accountability Plus and is looking forward to making new friends and exploring more of Santa Barbara.

Chris Curry

Administration | Internal Tech
Crystal Martinez
A Santa Barbara native with over 15 years of bookkeeping experience, Crystal obtained her BA in Liberal Studies, emphasis in Management & Leadership, in 2015. Her specialty niche is non-profit organizations. She is the treasurer of Bishop Diego High School’s Cardinal Club, which has multiple fundraising efforts to support the athletic program. During her spare time, Crystal enjoys bike riding with her two boys and going to the beach.
Cindy Villarreal
Cindy has over 20 years of payroll experience, is a Certified Payroll Professional (CPP) with the American Payroll Association, and has received her Certificate in Business Accounting through UCSB. She is a lifelong Santa Barbara resident and loves spending time with her two teenage daughters, traveling, cooking, watching movies, and camping whenever possible.
Eric Satterblom
Eric has 20 years of bookkeeping and entrepreneurial experience. He has owned and managed the finances for multiple entities simultaneously and, in doing so, has been solely responsible for accounts ranging up to $25M. In his free time, he enjoys spending time with his son, hiking, sailing, and camping.

Eric Satterblom

Bookkeeper
Eric Schwartz
A Santa Barbara native, Eric earned his BA in Economics & Business Administration from Boston University. He has been in the financial industry since 1999 and has worked in banking, lending, accounting, tax preparation, and as a financial advisor. In his free time, Eric enjoys hockey, karaoke, poker, golf and cooking.

Eric Schwartz

Bookkeeper | Client Relations
Erin Marshall
Erin graduated Cum Laude from Colorado State University in October 2015 with a B.S. in Accounting. She is a Santa Barbara native. Her interests include: dancing, baking, cooking, hiking, plants, architecture, and visiting national parks. She enjoys experimenting with new recipes and baking tasty breads and desserts for potlucks and friends (making use of Santa Barbara's variety of fresh, local fruit).

Erin Marshall

Bookkeeper
Frank Palmieri
Frank brings a unique blend of skills, training and experience to the AccPlus team. He served as a financial consultant at major brokerage firms, including Charles Schwab and Morgan Stanley, where he helped high-net-worth clients with investment and retirement planning. He also worked as a field agent for a retirement division of AIG, covering the California Central Coast.

Frank Palmieri

Bookkeeper | Client Relations
Jay Hause
After graduating from CSU Sonoma with a degree in Economics Jay’s passion for skiing and the outdoors lured him to Jackson, WY where he now lives and works. In Jackson Jay indulged his passion for skiing while developing a new passion…for accounting! Working several different positions in the accounting department at the Jackson Hole Mountain resort gave Jay a strong foundation in accounting principles that he’s still building on to this day at Accountability Plus. Jay is QBO certified and enjoys working with small business owners to help them achieve their goals.

Jay Hause

Bookkeeper
Jeffery Isaacs
A Santa Barbara resident since 1984, Jeff earned BA degrees in both Environmental Studies and Geography from UCSB. Following 20 years in the hospitality industry, he earned a post-graduate Certificate in Professional Accounting from UCSB. Jeff has 14 years of experience in bookkeeping and corporate accounting, 11 years in income tax preparation, and has worked with numerous, diverse industries. In his free time, he enjoys gardening, cooking, hiking, camping, fishing, birding, and traveling.

Jeffery Isaacs

Bookkeeper
Jennifer Coler Morrison, CPP
Jennifer has over fourteen years of experience in bookkeeping in both Santa Barbara and Ventura Counties. In 2017, She received her Certified Payroll Professional (CPP) designation. She is a California native and a graduate of Cal Poly, San Luis Obispo, with a BS Degree in Graphic Communications. In her spare time, Jennifer and her husband enjoy movies, plays, concerts, and local festivals, as well as scuba diving and travel.
Loretta Reynolds
A Santa Barbara native, Loretta has worked as a bookkeeper for a variety of Santa Barbara businesses over the past 30 years. She is a  proud 15-year member of the PTSA Boards of Vieja Valley, La Colina and San Marcos High School. Loretta enjoys walking at Hendry’s beach, reading a great romantic paperback, and especially spending time with her husband and grandchildren in her spare time.
Lydia Kitson
Lydia is a graduate of San Diego State University, with a BS degree in Biology and has worked in San Diego’s biotech & medical device manufacturing industry for 25+ years. She moved to Santa Barbara in 2005 and started working at Accountability Plus in 2006. She brings her organizational skills and provides administrative support for our busy office. In her spare time, Lydia enjoys running, “spinning”, gardening, traveling, and reading.

Lydia Kitson

Administration
Patsy Dorsey
Patsy is a Santa Barbara native with over 50 years experience as a bookkeeper. She has worked with diverse businesses, such as grocery, pharmacy, auto repair, plumbing, manufacturing, property management and interior design. Patsy enjoys helping local charities fundraise in her spare time.

Patsy Dorsey

Bookkeeper
Rita Holden
Born in Ireland and raised in England, Rita moved to the US in 1985 and became a US citizen in 2008. Rita has 30+ years of bookkeeping experience with a particular emphasis in non-profit. Rita also has the distinguished title of being Accountability Plus’ first employee! Rita enjoys cycling and reading in her spare time.

Rita Holden

Bookkeeper
Rebecca McNeil
Rebecca has twenty years of bookkeeping experience spanning a variety of industries including retail, construction and special events. She is a graduate of San Diego State University and has served with a number of local non-profits including the Goleta Valley South Little League, American Heart Association and the National Charity League. In her free time she enjoys traveling, cooking and spending time with family.

Rebecca McNeil

Leadership
Tara Smith
Tara is a 30-year Santa Barbara resident. She comes to AccPlus after running her own professional rescue equipment sales company for 25 years. She is currently a Chapter Leader for Dining For Women (a national 'giving circle' that helps women and girls in impoverish countries). In her free time, Tara enjoys being outdoors, vegan cooking, and entertaining with friends and family.

Tara Smith

Bookkeeper
Antonia Lake

Antonia Lake

Bookkeeper
Victoria Munoz
Prior to coming to Accountability Plus, Victoria worked at a local law firm for 18 years as a Claims Administrator with emphasis on “Class Actions” relating to Ponzi schemes, Medical Fraud, and 1031 Exchanges. She controlled the database, document production, and distributions of over 500 clients per case. She serves as our front desk administrator, responding to internal and external customer needs. In her free time, she enjoys spending time with her children and grandchildren.

Victoria Munoz

Administration
Emily Jackson
Born and raised in the Midwest, Emily earned a BA in English from the University of Minnesota. Emily has a broad range of experience working in business, government, and nonprofit sectors. She is a QuickBooks Online ProAdvisor with a strong background in Accounts Payable. Emily is a fan of independent music, modern art, and Buddhist thought.

Emily Jackson

Bookkeeper
Anya Naftaly

Anya Naftaly

Bookkeeper
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