About Jessica
I'm a CPA with a deep love for all things finance – and an even deeper commitment to helping people thrive! My goal is to help clients understand the “why” behind their numbers, connect those numbers to their long-term goals, and build a realistic plan to help them get there – not just complete a tax return.
My passion for numbers is more than just professional – it's personal. I've always been a numbers person, and I genuinely believe that when you start paying attention to the patterns in your finances, you unlock insights that can transform your life and business.
I bring over 17 years of experience across healthcare, audit, compliance, & public accounting. I began my career in healthcare insurance with Blue Cross Blue Shield before transitioning into audit and financial leadership roles with organizations including Crowe LLP (a top-10 public accounting firm), JPS Health Network, Parkland Health & Hospital System, McKesson, and Myriad Genetics.
My specialty in data analytics has always been my happy place – numbers tell stories, and I love helping people read between the lines. That analytical background continues to shape the way I approach tax strategy, financial planning, and business advisory services today.
I bring that same analytical lens to personal finance and small business strategy, especially for those in the mental health space. You have the data. I help you use it to grow your business, build wealth, and make informed decisions to avoid costly mistakes.
Financial awareness creates opportunities, reduces stress, and empowers people to build long-term wealth with confidence.
Education & Certifications
Master of Business Administration (MBA)
Texas A&M University – Commerce
Bachelor of Science (BS) in Accounting
University of Arkansas at Little Rock
Bachelor of Business Administration (BBA) in Management Information Systems
University of Arkansas at Little Rock
Certified Public Accountant (CPA)
Certified Internal Auditor (CIA)
Certified in Healthcare Compliance (CHC)
IRS Enrolled Agent (EA)
About Shanda
Shanda Lykins is the Tax & Advisory Associate. She brings over 20 years of experience in audit, compliance, operations, and client support across healthcare, financial services, and consulting environments.
Shanda chose to study accounting because of her love for numbers, and that interest has shaped much of her career. Her background includes roles with JPS Health Network, GM Financial, Protiviti, and Wells Fargo.
Throughout her career, she has focused on process improvement, documentation, internal controls, compliance testing, and helping teams operate more efficiently.
She also has prior tax season experience preparing individual & small business returns. During that time, she developed a strong appreciation for helping clients understand the “why” behind their tax returns, not just the final numbers.
Education & Certifications
Bachelor of Business Administration (BBA) in Accounting
University of Texas at Arlington
Certified Internal Auditor (CIA)
Certified Information Systems Auditor (CISA)
Certified Fraud Examiner (CFE)
