We're smart and focused, with just the right amount of grit.
Emily Wells
Owner, Managing Director
"Bookkeeping is more than just numbers; it’s about giving people peace of mind about their business financials.”
Emily Wells is the dynamic owner of Zumifi, Inc., a boutique bookkeeping and financial strategy firm committed to helping small businesses find clarity and confidence in their numbers. With a Master’s in Professional Accounting and years of hands-on experience, Emily specializes in supporting law firms, medical practices, construction companies, and other service-based businesses.
Building on the strong foundation established by Zumifi’s founder, Melinda, Emily brings a thoughtful mix of strategic insight, personalized service, and calm competence to every client relationship. Whether walking a client through QuickBooks Online via Zoom or streamlining financial operations, her goal is always to empower business owners with clean, actionable financials.
A Colorado native now living in Puerto Vallarta, Mexico, Emily is as passionate about storytelling as she is about spreadsheets. When she’s not reconciling accounts or guiding her team, you’ll find her reading fiction, writing her own stories, or soaking up beachside inspiration with her husband, Donny.
Emily Wells is the dynamic owner of Zumifi, Inc., a boutique bookkeeping and financial strategy firm committed to helping small businesses find clarity and confidence in their numbers. With a Master’s in Professional Accounting and years of hands-on experience, Emily specializes in supporting law firms, medical practices, construction companies, and other service-based businesses.
Building on the strong foundation established by Zumifi’s founder, Melinda, Emily brings a thoughtful mix of strategic insight, personalized service, and calm competence to every client relationship. Whether walking a client through QuickBooks Online via Zoom or streamlining financial operations, her goal is always to empower business owners with clean, actionable financials.
A Colorado native now living in Puerto Vallarta, Mexico, Emily is as passionate about storytelling as she is about spreadsheets. When she’s not reconciling accounts or guiding her team, you’ll find her reading fiction, writing her own stories, or soaking up beachside inspiration with her husband, Donny.
Malou Garrity
Bookkeeping Account Manager
Malou joined Zumifi Inc. in 2002. A graduate of Secretarial Administration and having earned a Bachelor of Science degree in Accounting, she has worked in accounting and bookkeeping in the service and retail industries since 1996.
She strives to provide excellent customer service and continually exceeds her client’s expectations. As a Certified QuickBooks user, you would expect that Malou is extremely detail-oriented. She is.
You would also expect that Malou is dedicated to helping her clients understand the challenges that their businesses face daily. She does these, too – happily, promptly, and with a “can do” spirit.
Malou is always open to change, loves numbers, and welcomes every opportunity for personal and professional growth.
Working with Zumifi has provided Malou with flexibility, the opportunity to practice decision-making, the freedom to discuss issues, the ability to solve problems, and the opportunity to benefit from an environment that focuses on team support to achieve great results.
Her personal interests include traveling, reading, cooking, relaxing, and enjoying quality time with her family and friends.
She strives to provide excellent customer service and continually exceeds her client’s expectations. As a Certified QuickBooks user, you would expect that Malou is extremely detail-oriented. She is.
You would also expect that Malou is dedicated to helping her clients understand the challenges that their businesses face daily. She does these, too – happily, promptly, and with a “can do” spirit.
Malou is always open to change, loves numbers, and welcomes every opportunity for personal and professional growth.
Working with Zumifi has provided Malou with flexibility, the opportunity to practice decision-making, the freedom to discuss issues, the ability to solve problems, and the opportunity to benefit from an environment that focuses on team support to achieve great results.
Her personal interests include traveling, reading, cooking, relaxing, and enjoying quality time with her family and friends.
Megan Bialas
Bookkeeping Account Manager
With over 15 years of experience as a bookkeeping account manager, she brings a strong foundation of expertise along with a genuine passion for problem-solving. She thrives on tackling challenges, streamlining processes, and helping clients feel confident and supported in their financial operations.
Known for her approachable style and attention to detail, she has built lasting relationships with clients who value her reliability, clear communication, and personalized approach.
Outside of work, she enjoys painting and baking as creative outlets, spending quality time with her children, and traveling whenever possible—always looking forward to her next adventure, near or far
Known for her approachable style and attention to detail, she has built lasting relationships with clients who value her reliability, clear communication, and personalized approach.
Outside of work, she enjoys painting and baking as creative outlets, spending quality time with her children, and traveling whenever possible—always looking forward to her next adventure, near or far
Heather Adamson
Bookkeeping Account Manager
Heather brings years of hands-on experience across various industries, including tourism, real estate, restaurants, advertising, freight and logistics, attorney and CPA firms, manufacturing, equipment rentals, HVAC, floral retail, healthcare, auto and health insurance, and personal and beauty services. Her diverse background allows her to quickly understand each business’s unique challenges and provide practical, results-driven support.
Clients appreciate Heather’s reliability, adaptability, and steadfast commitment to getting the job done right, every time.
“My clients know they can always rely on me to get the job done, no matter what it takes.”
When she’s not working, Heather devotes her time and care to her family and four rescued Chihuahuas, who keep her on her toes and remind her of the importance of compassion and loyalty in all aspects of life.
Clients appreciate Heather’s reliability, adaptability, and steadfast commitment to getting the job done right, every time.
“My clients know they can always rely on me to get the job done, no matter what it takes.”
When she’s not working, Heather devotes her time and care to her family and four rescued Chihuahuas, who keep her on her toes and remind her of the importance of compassion and loyalty in all aspects of life.
Jodee Talley
Bookkeeping Account Manager
Jodee is a Certified QuickBooks Online ProAdvisor with over 20 years of experience supporting service-based businesses, including nonprofit organizations. She is passionate about helping clients understand their numbers, clean up their books, and confidently move toward their financial goals.
With her background in remote, multi-client accounting, Jodee values adaptability, accuracy, and continuous learning. She believes there’s always more to discover, no matter how much experience you have.
When she’s not reconciling accounts or looking for ways to streamline systems, you’ll likely find her running, working out, or getting lost in a good audiobook.
With her background in remote, multi-client accounting, Jodee values adaptability, accuracy, and continuous learning. She believes there’s always more to discover, no matter how much experience you have.
When she’s not reconciling accounts or looking for ways to streamline systems, you’ll likely find her running, working out, or getting lost in a good audiobook.
JoAnn Gibbons
Bookkeeping Account Manager
JoAnn is a highly motivated and talented professional with over 22 years of experience in accounting and finance. Her expertise spans architectural accounting, bank reconciliations, accounts payable/receivable, accounting report analysis, internal controls, and logistics. She also brings six years of experience teaching high school mathematics and proudly served three years in the United States Marine Corps.
Recognized for being self-driven, organized, and an effective communicator, JoAnn thrives in cross-functional teams. She can simplify complex concepts– whether in the classroom or a financial setting—to promote understanding and deliver results.
Outside of work, JoAnn enjoys cruising the San Francisco Bay on her Bayliner boat, attending Bay Area baseball and soccer games, pet sitting, or relaxing with her dog, Abby.
Recognized for being self-driven, organized, and an effective communicator, JoAnn thrives in cross-functional teams. She can simplify complex concepts– whether in the classroom or a financial setting—to promote understanding and deliver results.
Outside of work, JoAnn enjoys cruising the San Francisco Bay on her Bayliner boat, attending Bay Area baseball and soccer games, pet sitting, or relaxing with her dog, Abby.
Adia Harder
Bookkeeping Account Manager
With an early start in bookkeeping at just 14 years old while working in a hair salon, Adia quickly developed a knack for managing finances, handling cash drawers, and supporting inventory management. Over the years, she further pursued her passion, earning an associate’s degree in accounting technology in 2020.
Originally from Minnesota, with time spent in Florida, New Mexico, Maryland, and Colorado, she now enjoys a full life with her dog, Mugsy, and three cats: Lil Bit, Sadie Bean, and Stormy. A fan of movies, swimming, the outdoors, and reading, she also finds joy in unique hobbies, such as cross-stitching, and even once had a pet squirrel. Described as kind, funny, helpful, and a little weird, she looks forward to new adventures.
Professionally, she excels at bringing order and clarity to financial chaos, specializing in accounts payable (AP), accounts receivable (AR), payroll, reconciliations, and identifying discrepancies. Her industry experience spans film, retail, healthcare, construction, auto, and more. She takes pride in guiding clients from handwritten tracking to digital solutions, such as QuickBooks, helping them clearly understand their financial position. Whether it’s reorganizing a client’s books or digitizing financial records, she consistently empowers clients with structure and insight.
At Zumifi, she appreciates the balance of meaningful work and the flexibility of working from home, finding alignment in the shared values of hard work, creativity, and helping others succeed.
Originally from Minnesota, with time spent in Florida, New Mexico, Maryland, and Colorado, she now enjoys a full life with her dog, Mugsy, and three cats: Lil Bit, Sadie Bean, and Stormy. A fan of movies, swimming, the outdoors, and reading, she also finds joy in unique hobbies, such as cross-stitching, and even once had a pet squirrel. Described as kind, funny, helpful, and a little weird, she looks forward to new adventures.
Professionally, she excels at bringing order and clarity to financial chaos, specializing in accounts payable (AP), accounts receivable (AR), payroll, reconciliations, and identifying discrepancies. Her industry experience spans film, retail, healthcare, construction, auto, and more. She takes pride in guiding clients from handwritten tracking to digital solutions, such as QuickBooks, helping them clearly understand their financial position. Whether it’s reorganizing a client’s books or digitizing financial records, she consistently empowers clients with structure and insight.
At Zumifi, she appreciates the balance of meaningful work and the flexibility of working from home, finding alignment in the shared values of hard work, creativity, and helping others succeed.
Nicole Pierson
Bookkeeping Account Manager
Nicole Pierson is an experienced Account Manager and bookkeeper with a strong background in full-cycle bookkeeping, payroll, reconciliations, and cleanup projects. She began her career in bookkeeping in 2019 after re-entering the workforce as a stay-at-home mom, starting with data entry and quickly growing into a client-facing role through dedication and hands-on experience. Nicole later returned to school and earned her Associate of Science in Accounting, further strengthening her technical expertise.
She has worked primarily with service-based businesses, including real estate, landscaping, IT, and skincare, and is especially skilled in troubleshooting discrepancies and improving financial processes. Nicole is known for her analytical mindset, attention to detail, and ability to bring clarity and structure to complex or disorganized financials.
She takes pride in building trust with clients by listening carefully, following through, and creating systems that make sense.
At Zumifi, Nicole values the opportunity to do meaningful work while maintaining flexibility, and she is passionate about helping clients feel confident and in control of their numbers.
Outside of work, she enjoys a wide range of creative pursuits including painting, crafting, and reading, and loves spending time with her two sons
She has worked primarily with service-based businesses, including real estate, landscaping, IT, and skincare, and is especially skilled in troubleshooting discrepancies and improving financial processes. Nicole is known for her analytical mindset, attention to detail, and ability to bring clarity and structure to complex or disorganized financials.
She takes pride in building trust with clients by listening carefully, following through, and creating systems that make sense.
At Zumifi, Nicole values the opportunity to do meaningful work while maintaining flexibility, and she is passionate about helping clients feel confident and in control of their numbers.
Outside of work, she enjoys a wide range of creative pursuits including painting, crafting, and reading, and loves spending time with her two sons
