Services
Business growth happens when your numbers finally align with your strategic vision. Our business services give you the financial clarity you need to stop guessing at every business decision. By directly connecting your day-to-day numbers to your long-term strategy, we help you make the proactive moves that drive sustainable profit.
Bookkeeping For Growth
We read between the lines of the systems, the softwares, and the financial statements to see the true financial story being told.
Part-time CFO Services
Get all the benefits of a full-time CFO… at a part-time price.
CLIENT VOICES
What Business Owners Are Saying
— Ted Lonnberg
CLIENT STORY
“One of the best investments I’ve made for my company.”
— Dale Sommers, DCS Glass
Before working with Patrice and her team, keeping the books in order was one of the most stressful parts of running my business. I’m a glass artist, not a bookkeeper, and as our company grew to five employees, I found myself trying to keep up with payroll, receipts, day-to-day transactions, and everything else that came with running a business.
I knew I needed help when my CPA suggested bringing in a bookkeeper. At that point, I was spending time on accounting tasks instead of focusing on the glasswork I enjoyed and that generated revenue.
Since bookkeeping was completely new to me, I wasn’t even sure what to expect, but I knew something had to change.
The push by the CPA is what had me engage Patrice and her firm. Working with Patrice made the entire process easy from the beginning. What stood out most was how responsive she is when working together.
The biggest change has been the peace of mind that comes from knowing everything is organized and ready when it’s time to work with my CPA. More importantly, I regained time to focus on my business instead of worrying about bookkeeping.
What started as a recommendation from my CPA six years ago has now turned into one of the best investments I’ve made for my company.