Tracey Ellerbeck brings with her over four decades of bookkeeping experience. Tracey is a QuickBooks expert and enjoys organizing clients’ financial records and making sure they are accurate and up to date.
Tracey served on the financial committee of New Story Church from 1997 through 2018 and served as Treasurer for 4 years. She remains a member of the church and serves wherever she is needed. This is where her experience began with non-profit accounting and currently works with many other non-profit agencies.
Tracey is a former Realtor. Here she developed her love of properties, especially investment properties. She enjoyed purchasing, renovating, staging, selling and renting many properties. This experience has connected her to many real estate investors and Realtors with whom she helps with their accounting needs.
Tracey lives in Paoli, PA with her dog Milo and near her three adult children.
Tracey enjoys planning events, entertaining, decorating, gardening, travelling and listening to Christian artists and attending their concerts.
Keep your latte. We believe you should be able to enjoy your life while building wealth.
Step 1
Schedule a Meeting
Step 2
Gather Documents
Step 3
Get a Personalized Plan
Step 4
Achieve Your Financial Goals