A Mindful Approach to Money

We think of our work as a form of financial stewardship.

While business owners often face mental and emotional blocks around "the numbers," we help you make decisions for your business based on what your data really shows, rather than what you think might be true about your financial picture. We help you understand the impact of your spending, set priorities and align your money with your values, starting with the numbers.

In the same way that we like numbers, we dig systems. Our accounting systems are rooted in QuickBooks Online, while we use a suite of software to securely share and store files, passwords and account information.

The scope of our work depends on the history of your business, your books and your current needs. We'll begin with an initial consultation, either by phone or video call, to see if we've got chemistry. If we decide to work together, we'll dig into your books for a preliminary review and prepare a proposal customized to your needs.

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Initial Consultation and Discussion
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Preliminary Data Review and Scope Assessment
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Proposal Creation and Approval
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Review of Findings and Data Verification
Ongoing, Periodic Reviews

Once we're underway, you can choose to schedule regular person-to-person reviews, or simply receive your updates via email. Whichever you choose, you'll always know what's going on with your money and have the information you need to make the best decisions for your biz.

FAQs

How do you differ from a CPA or bookkeeper? Copy 3

Our comprehensive accounting services fill the niche between the tax and audit tasks of a CPA and the basics covered by a bookkeeper…

Contact us to schedule your complimentary consultation.