sets us apart.
Holistic Accounting Services for Small Businesses
Holistic accounting means that we serve you best through the thoughtful understanding of your whole business and personal values, not just numbers.
We help you evaluate and optimize your numbers year-round by doing:
Annual and Quarterly tax prep helps you to:
Business Setup & Consultation
Just starting out or making changes?
We’ve been through this plenty of times and can help you:
Looking for a unique combination of services?
In your first call with us, we will discuss your needs and how we can help you accomplish your goals.
We got this!
Numbers give us the warm & fuzzies.
We know not everyone feels the same – let us handle them for your small business so you can focus on what you love!
We take a personalized and holistic approach to accounting. This means that from the moment you schedule your first meeting with us, you will get individual attention. We start every partnership with a one-on-one meeting in which you’ll deep dive into your business. We want to understand why you do what you do, what your goals are, and how we can help you get there. Not sure how we can help you? That’s okay, we will be able to advise you on how to move forward in our first meeting!
No! Our clients are scattered around the country. Everything we do can be done 100% virtually. We can meet via Zoom, share documents on the cloud, get electronic signatures, and we invoice electronically.
We typically work with women-owned creative service providers, but always work with small businesses. From filmmakers to writers, acupuncturists to chiropractors, salon owners to bakeries, and side-gigs to brick-and-mortar businesses, we love serving people who are chasing their passions.
What Our Clients Say
"I love working with you because you are so personable and not my accountant but my friend! I feel like I can seek advice on anything even if it doesn’t deal with taxes or finances."
“I love the way that Stephanie took time right away to get to know me as a person and understand why my business is important to me. I feel like every decision she helps me make is weighed against my values, and that she takes the time to understand the important numbers in my business so I can focus on what matters.”
"I love working with y’all because you never made me feel dumb for having so many tax-related questions about running a small business."
"I’m so grateful for you! In such an insane time you have helped me find my calm and get organized. Thank you again!"
“Stephanie and Co. are extremely helpful in answering questions, and being there for you during tax season and beyond!”
"I'm telling you, your energy and kick ass work has helped align the stars above us."