ABOUT BLOOM

Our philosophy is this: to care for your business holistically. It's important for us to understand who you are and what your business is all about so we can provide a personalized level of service. Think of us as an extension of your team and your financial friend. What matters to you matters to us.

Our all-female team comes from a variety of backgrounds. Each of the Bloom staff brings a diverse skillset to the company. These women are moms, entrepreneurs, and many are minorities as well – our diverse perspectives help us to look at your business with fresh sets of eyes.

In addition to our internal team, we collaborate and consult with an all-female team of outside vendors. This multi-disciplinary team of professionals includes investment advisors, insurance agents, business consultants, and more who are experts in their field. Therefore, when you come to us with a question, we can leverage our expertise to help guide you in the most advantageous direction. Additionally, we can foster introductions if you need further assistance.

We customize what we do based on the person behind your business – no one-size-fits-all approach here! We go deeper than surface-level bookkeeping. Instead, we work with you to transform the numbers into meaningful information, therefore helping you make sound decisions.  We are here to help you – and your business- get where you want to be.

Unsure of where to start? We work exclusively with small businesses and can help you figure out what you need to save yourself time so that you can focus on what’s important – serving your clients!

2024 GOALS

We’re so happy to provide guidance and education to another small business – because when they grow, we grow too!