Resources

Who We Are

We’re a family-owned and operated business with over 30 years of combined experience helping both large and small companies with their financial and marketing needs.

At Springboard Bookkeeping, we understand that running a business—especially in the early years—can be overwhelming. That’s why our goal isn’t just to keep your books balanced, but to help you build something lasting. We design practical business solutions to support your current needs and future growth.

We’re not here to chase profits—we’re here to help you succeed. When your business grows, so does our business and community, and that’s what drives us.

Based in Coppell, Texas, we proudly serve small businesses across the DFW area, from one-person startups to growing local shops. Whether you need day-to-day bookkeeping, financial clean-up, or guidance on marketing your services online, we’ll be there every step of the way—like part of your team.

Meet the Team

Rachel, Bookkeeping Solutions

Rachel brings over a decade of finance expertise to Springboard Bookkeeping. With both a Bachelor’s and Master’s degree in Accounting from the University of Waterloo, she began her career in public accounting before moving into corporate finance roles spanning Accounting, FP&A, Pricing, and Revenue Management for a global consumer packaged goods (CPG) company.

Most recently, Rachel served as the finance lead for a growing CPG startup, where she built financial systems, processes, and reporting structures from the ground up. Her experience ranges from advising solopreneurs to supporting multinational corporations — giving her a deep understanding of what drives financial clarity and sustainable growth at every stage of business.

Rachel is passionate about problem solving, system integration, and creating efficient, organized processes that empower business owners to focus on what they do best. She’s fluent in tools like QuickBooks, SAP, Gusto, Expensify, Power BI, and Tableau, and excels at helping clients turn complex financial data into actionable insights.

At Springboard Bookkeeping, Rachel combines her technical expertise with a hands-on, practical approach — helping clients launch, grow, and scale with confidence.

Ben, Marketing Solutions

Specializes in web design and SEO