Employee Spotlight | Tracy DeFatta

“The Woman Behind The Books”

Tracy DeFatta Spotlight

Owner Of Bookkeeping Unlimited Since 2000

Tracy works with small businesses so they can meet their personal and professional financial goals. She specializes in connecting her bookkeeping and coaching clients with resources and other businesses that can help them succeed. With her extensive industry knowledge and the help of her staff, she manages a close knit group of clients on a daily, weekly and monthly basis. While having another group of clients with quarterly, semiannual and annual touch points.

Because of her leadership, her team is able to fulfill the company’s mission of providing clients with unmatched customer service, unparalleled bookkeeping experience, and unlimited business insights proven to turbocharge their success. The results of her efforts inspired her to help small business owners go beyond just understanding their financials. She also coaches business owners on how to set and achieve their own professional and personal financial goals. Being a small business owner herself for decades, Tracy has began an executive coaching program to share her knowledge and experience with other small business owners to help them grow and succeed.

By now it’s clear that Tracy is an expert when it comes to handling your books, but there is so much more to her that meets the eye. She is always willing and ready to help people in need and loves giving back to her community. After living in Houston for several years, one thing that sticks out to her is that Houstonians always pull together in a crisis to help each other. This is one of the reasons she’s built her business to be virtual and easily accessible. She and her team love to help other businesses find and implement the tools, technology, and processes they need to be able to not miss a beat no matter what is happening – whether it’s a pandemic, hurricane, flood, or other crisis.

Tracy enjoys going to or watching Astros games with her husband. To her family is everything, whether it is traveling to Missouri to visit her daughter and grandkids or spending the weekend checking on her parents in East Texas. If she’s not doing that, it’s likely she is curled up on the couch with her dogs watching television. Some day she is going to get on her dream vacation to Hawaii (hopefully soon!).

A personal goal of hers is to always continue learning with a light hearted attitude. When working with peoples numbers and managing multiple types of clients various financial systems, things are constantly changing. You just have to go with the flow!

To current and potential clients, we hope you enjoyed learning more about the woman behind the books!

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