


McKenna Jackson
Client Accounting | Xero Certified
McKenna works in Client Accounting where she manages the day-to-day financial responsibilities that keep client accounts accurate, compliant, and up to date. With a keen eye for detail and a steady hand in financial reporting, McKenna ensures each client’s financial picture is clear, reliable, and professionally maintained.
McKenna’s responsibilities include handling the full scope of daily accounting activities, including reviewing and auditing account activity and preparing quarterly and annual financial reports such as balance sheets and profit and loss statements. She also audits accounts and manages bill payments on behalf of clients, offering a reliable and organized approach to each task. Her strength lies in her analytical mindset and problem-solving abilities, which she applies to every financial detail.
Before joining Lotus, McKenna built a strong foundation in banking, working across multiple departments including lending, treasury management, and loan processing. This diverse experience sharpened her understanding of financial systems and deepened her commitment to client service.
McKenna is Xero Certified and continues to grow her expertise in fiduciary accounting through hands-on work and professional development.
Her Story
Born and raised in Colorado, McKenna lives in Fort Collins with her husband and their four beloved pet finches. Outside of work, she enjoys quiet hobbies like reading, embroidery, crochet, and baking, as well as tending to her garden.