Our Team
Meet Our Professional Team
Meet our professional team that will be helping you with on your financial journey.
Fannie Hershberger EA
Founder
Enrolled Agent & Profit & Growth Expert
Ted McLellan
Financial Advisor
A Professional Financial Advisor
Becca Heissel
Business Coach
Certified Jack Canfield Success Principles Trainer
Fannie Hershberger EA
Founder, Enrolled Agent, Professional Bookkeeper, Certified Accountant, Tax Professional, & Profit & Growth Expert
Citrine Accounting & Taxes was established to create a greater sense of independence and freedom for myself and assist other individuals and businesses in attaining these goals.
I began my involvement with small businesses when I was 18 years old. By nature, I am an entrepreneur and understand the struggles associated with starting a new business and keeping proper records. With a degree in Accounting and Circular 230 tax training, my goal is not only to assist you in preparing your taxes and maintaining your books but also to assist you in growing your business to its maximum potential and to assure you, as the owner, that the company you have invested in will prosper beyond your expectations.
Originating from Minnesota, my fiancé and I moved to Arizona in 2017 with our son. My family is adventurous, and we are always interested in trying something new. We enjoy being outside, traveling, and spending time with each other.
Becca Heissels
Founder at Business Owners Advocate, Holistic Money Mindset Coach & Jack Canfield Certified Trainer
Becca Heissel is a distinguished financial clarity coach and motivational money mindset advocate, specializing in transforming entrepreneurs’ relationships with money. As a certified Jack Canfield Success Principles trainer, she brings a profound understanding of personal development into the realm of financial clarity.
At the heart of her approach is her favorite offering, the “Profit with Purpose” free course, which embodies her mission to empower business owners to recognize their self-worth, eliminate negative financial emotions, and optimize their business operations. While Becca does not provide tax or bookkeeping services, her expertise in financial operations and strategic planning guides clients through understanding their financial goals and the costs associated with achieving them.
Becca helps clients at any stage of their entrepreneurial journey—from startups doing their own bookkeeping to established businesses scaling up to new heights—undergo a comprehensive money mindset makeover. Her unique insights provide clear, actionable steps to financial empowerment and business growth.
Explore how Becca can transform your financial perspective and lead you towards a purpose-driven success.
Ted McLellan
Financial Advisor with over 30 years of experience at Osaic Wealth
Ted McLellan is a Financial Advisor with over 30 years of experience. He is currently with Osaic Wealth in Scottsdale, AZ and partnering with Citrine Accounting & Taxes LLC to provide financial services to our clients.
Ted started his career in Winnipeg, Canada in 1993 with one of the largest financial firms in the country. He moved to Scottsdale with his wife in the late 1990’s, and there, he continued his career in financial Services.
In 2000 he joined Compass Bank as a Financial Advisor with Compass brokerage and helped the customers of the bank with their investment and retirement needs. In 2003 Ted moved to Desert Financial Credit Union where he helped the members of the credit union with their investment goals and retirement needs for 18 years.
Ted holds FINRA Licenses 7 & 66 as well as an Arizona Life and Health Insurance License.
