Warning Label
We are not for everyone, but we might be right for you.
Who we love to work with…
Mission driven women entrepreneurs who are looking to make a bigger impact on the world through their business
Businesses with 5+ employees and/or $500K+ in gross revenue
Service-based businesses, particularly in the wellness industry
Leaders that are actively engaged in the finances of their business and are looking for a partner they can trust to help them take their business to the next level
People that are open to learning and have a desire to educate themselves on their financial situation
We work with honesty and integrity and expect the same from our clients
Kindness and respect are critical to a successful working relationship
Who we don’t work with…
People that are only looking for basic bookkeeping and compliance work - we don’t prepare taxes
People that are wanting to take a passive role related to the finances of their business
Businesses with heavy inventory and/or sales tax - restaurants, retail, ecommerce
People that have are slow to respond or don’t communicate well via e-mail
Businesses using accounting software other than QuickBooks Online (QuickBooks Desktop, Xero, etc.)