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Jan Lockie, Accounting Professional Email & Phone Number
Full Service Bookkeeper and Strategist
at
ROI Genius
1 work email found
@dansappinc.com
2 phones found area 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Full Service Bookkeeper and Strategist
Location
San Rafael, California, United States
Company size
Who is Jan Lockie, Accounting Professional? Overview
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Quick answer
Jan Lockie, Accounting Professional is listed as Full Service Bookkeeper and Strategist at ROI Genius, a company with 2 employees, based in San Rafael, California, United States. AeroLeads shows a work email signal at dansappinc.com, phone signal with area code 415, and a matched LinkedIn profile for Jan Lockie, Accounting Professional.
Jan Lockie, Accounting Professional previously worked as Bookkeeper and Strategic Advisor for Small Businesses and Individuals at Your Adding Advantage and Bookkeeper/Trusted Advisor at Wade Design Architects. Jan Lockie, Accounting Professional holds Bachelor Of Arts (Ba), Advertising And Public Relations from University Of Oregon.
Company email context
Email format at ROI Genius
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*@dansappinc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jan Lockie, Accounting Professional. Compare company email patterns before reaching out.
Profile bio
About Jan Lockie, Accounting Professional
Jan Lockie and Your Adding Advantage provides a wide array of accounting and small business management services. Specializing in professional service businesses, Jan has experience working with architects, advertising agencies, and consultants as well as a variety of other businesses. Services include: System Evaluation, Set-Up and Training, Cash Flow and Budgeting Analysis, ongoing Bookkeeping, Year End Wrap Up and File Preparation for Tax Preparers, Payroll and Employee Relations. As one of its many services, Your Adding Advantage offers clients 24/7 access to their financial information through a secure private file sharing portal. Jan started her professional career in the advertising business in San Francisco. After 15 years in the agency business, she worked with various companies in marketing, inventory management and event management. Jan brings this experience and perspective to you in her role as your trusted advisor. Jan completed the 66 hour H & R Block Basic Tax Preparation Course and then spent several years working part time at a local tax firm to hone those skills. This experience enables her to interface more effectively with her clients’ tax preparers.Jan offers prospective clients an introductory phone conversation and a one hour face to face consultation at no charge. She is committed to accomplishing her clients’ goals as efficiently as possible but she is also a firm believer in the long term value of doing it right the first time. Everyone sleeps better and less time is spent going back – leaving more time for going forward.
Listed skills include Tax Preparation, Accounting, Financial Reporting, Quickbooks, and 11 others.
Current workplace
Jan Lockie, Accounting Professional's current company
Company context helps verify the profile and gives searchers a useful next step.
Roi Genius
10 roles · 23 years
Jan Lockie, Accounting Professional work experience
A career timeline built from the work history available for this profile.
Bookkeeper And Strategic Advisor For Small Businesses And Individuals
Current
Your Adding Advantage
2003 - Present
~23 yrs 4 mos
Bookkeeper/Trusted Advisor
Current
Wade Design Architects
Growing Architectural Firm: facilitated set up of financial systems including implementation of payroll, registering with EDD and IRS and creation of an employee handbook. Set up web-based timekeeping system used for invoicing. Manage monthly client invoicing process. Interface with CPA for annual tax preparation. Created customized project budget tracking.
2011 - Present
~15 yrs 4 mos
Full Service Bookkeeper & Strategist
CurrentSet up books for this company created and managed by two “serial entrepreneurs” who developand market unique business solution tools. Manage client invoicing and general bookkeeping.
2012 - Present
~14 yrs 4 mos
Full Service Bookkeeper & Strategist
Current
Alternative Spaces
Set up books for this company created and managed by two “serial entrepreneurs” who developand market unique business solution tools. Manage client invoicing and general bookkeeping.
2012 - Present
~14 yrs 4 mos
Bookkeeper / Advisor
CurrentManage A/R, A/P, client invoicing, merchant services, reconciling bank, vendor and credit card accounts, administering payroll and filing payroll returns.
2004 - Present
~22 yrs 4 mos
Bookkeeping Advisor / Interim Business Manager
Provided advisory services on advanced bookkeeping functions. Served as Interim Business Manager for 12 months. Managed payroll and benefits, tuition management system, insurance renewals and day to day school financial operations.
Mar 2016 - Jan 2018
Bookkeeper/Trusted Advisor
Advertising Agency operating virtually. Facilitated startup of business including SF business registration, LLC formation, organization structure and financial system setup. Manage all finance functions from CFO to daily operations including forecasting and the development of a custom job costing tool.
Apr 2012 - Nov 2016
Financial Controller
Mud Worldwide
Responsible for Cash Flow Management, Forecasting, Payroll and HR as well as day to day bookkeeping functions.
Dec 2006 - Jun 2012
Tax Prep Assistant/Bookkeeper
Gme Systems Tax And Bookkeeping Firm
Part time employee. Responsibilities included organizing & reviewing tax working papers, entering information into Lacerte, researching tax regulations on a variety of issues for federal, state and local jurisdictions, bookkeeping for a variety of businesses, and creating systems and templates for efficient bookkeeping processes.
2006 - 2012
~6 yrs
Team & coworkers
Colleagues at ROI Genius
Other employees you can reach at roigenius.com. View company contacts for 2 employees →
2 education records
Jan Lockie, Accounting Professional education
Bachelor Of Arts (Ba), Advertising And Public Relations
Master'S Degree, Recreation Administration / Therapeutic Recreation
FAQ
Frequently asked questions about Jan Lockie, Accounting Professional
Quick answers generated from the profile data available on this page.
What company does Jan Lockie, Accounting Professional work for?
Jan Lockie, Accounting Professional works for ROI Genius.
What is Jan Lockie, Accounting Professional's role at ROI Genius?
Jan Lockie, Accounting Professional is listed as Full Service Bookkeeper and Strategist at ROI Genius.
What is Jan Lockie, Accounting Professional's email address?
AeroLeads has found 1 work email signal at @dansappinc.com for Jan Lockie, Accounting Professional at ROI Genius.
What is Jan Lockie, Accounting Professional's phone number?
AeroLeads has found 2 phone signal(s) with area code 415 for Jan Lockie, Accounting Professional at ROI Genius.
Where is Jan Lockie, Accounting Professional based?
Jan Lockie, Accounting Professional is based in San Rafael, California, United States while working with ROI Genius.
What companies has Jan Lockie, Accounting Professional worked for?
Jan Lockie, Accounting Professional has worked for Roi Genius, Your Adding Advantage, Wade Design Architects, Alternative Spaces, and Dan Sapp Inc..
Who are Jan Lockie, Accounting Professional's colleagues at ROI Genius?
Jan Lockie, Accounting Professional's colleagues at ROI Genius include Robin Turner, Robin T., and Andrew Cramer.
How can I contact Jan Lockie, Accounting Professional?
You can use AeroLeads to view verified contact signals for Jan Lockie, Accounting Professional at ROI Genius, including work email, phone, and LinkedIn data when available.
What schools did Jan Lockie, Accounting Professional attend?
Jan Lockie, Accounting Professional holds Bachelor Of Arts (Ba), Advertising And Public Relations from University Of Oregon.
What skills is Jan Lockie, Accounting Professional known for?
Jan Lockie, Accounting Professional is listed with skills including Tax Preparation, Accounting, Financial Reporting, Quickbooks, Accounts Payable, Account Reconciliation, Bookkeeping, and Administration.
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