Tracy L. Tate Jones, CEO, is a native of San Francisco, obtaining her high school education from Lowell High in 1987, her AA Degree from Heald College in 1991; BA Degree in Business in 2005 from University of Phoenix; MBA with emphasis in Accounting & Public Administration in 2007 from University of Phoenix and is a Master’s Certification in Accounting from Keller Graduate School in 2016. Tracy is also a CPA candidate and has an Accounts Payable Manager (APM) certification from the Institute of Finance & Management (IOFM). 

Formerly doing business as Tracy Tate Bookkeeping, a Sole Proprietor company started in 2003, Tracy provides  bookkeeping and accounting services, business and personal coaching, business formation and lending, and tax preparation services for Individuals, Sole Proprietor, Small Business and Corporations. Tracy specializes in reconciliations, system implementations, QuickBooks automation and financial reviews. Tracy has been in accounting services for over 30 years and in management for over 20 years.

Tracy was the VIP member and Board Treasurer of the National Association of Professional Women (NAPW) SF Chapter, which she obtained the Professional Woman of the Year Award for 2014-2015, and is also the  I am not the Financial Secretary for the National Coalition of 100 Black Women – Oakland Chapter. She is recognized in Marquis Who’s Who Publication.