A note from our founder

With gratitude,       Luisa

If you're anything like me, you've been let down and confused by finances. I'm here to change that. I've built a team of experts with heart, who are as committed to your success as you are. We're number nerds, kindred spirits and self care enthusiasts. We would be honored to meet you, serve you, and support you along your journey to building the fullest expression of the business you've dreamed of from day one. Welcome, we're so happy you're here.

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What We Offer

Who We Are

Finding experts you trust, confide in and enjoy working with is every successful business owner’s secret sauce.

you were never meant to.

You don’t have to run your business alone,
you were never meant to

You don’t have to run your business alone,

WHAT WE OFFER

It is imperative that we focus on leveraging our finances, our resources, in order to build sustainable businesses and lives we love

INTENTIONALITY

The more time and space we have to discover our individuality and pursue its fullest expression, the more vibrant and joyful our world becomes

INDIVIDUALITY

We believe that we each deserve to design a life we love, and that sustains us



INDEPENDENCE

OUR WORK SUPPORTS THESE THREE CORE VALUES

You've built a remarkable business, now you just need a finance team to match

This sounds like a dream! I'm ready to apply!

You’re generating 250K + of annual revenue (consistent 20K + months) in your service and/or product based business

You excel at what you do, and lining up new business, but you need more control over where your money is going

You know you don’t have the bandwidth, desire, experience or know-how to be sure that your money is doing exactly what it needs to do to sustain you and your business

You're tired of translating between your bookkeeper and your accountant, and you want to work with a team of financial experts who care about your business as much as you do

Our Virtual CFO services are the perfect fit for you if

Bookkeeping, Tax Planning & Financial Strategy

Bookkeeping 〡 Tax Planning 〡 Financial Strategy

Our services, exceptionally executed for you

exceptionally executed for you

Our services,

"The warmth and gentle nature that Luisa meets her clients with as she describes how to understand business finance was a breath of fresh air."

I felt like I could be honest and clear about the areas I wanted to work on, and she was able to meet me with clear and easy-to-understand explanations that had taken me years to try to understand. Luisa was also a thought partner in my financial goals layering over her understanding of my finances to help me see clearly if I should or shouldn't make a large decision. This has been invaluable for me! Justine Kahn, Botnia

get the expert support you need today!

Curious? Download our service guide!

Bookkeeping: a key component of any successful business is an accurate account of all money that comes in and out of your business


Tax planning & filing: we project your tax liability for the year every quarter, and oversee compliance


Financial Reporting: we record a monthly financial health assessment and recommendations for increased profitability


CFO Analysis: We analyze business performance & growth strategies against key performance metrics


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Our Virtual CFO services include the following, all under one roof

Expert analysis is what enables sustainable, profitable growth. We create a financial plan, set up an annual budget based on your goals, and regularly track what you actually spend against your best laid plans.

ANALYSIS

Systems are essential to the success of every CEO. We leverage Quickbooks Online, Google Drive and Voxer to ensure efficient accounting, information sharing and advising on a daily basis.

SYSTEMS

Getting organized is step number one. We triple check that all business transactions have been properly recorded for the year, and that your filings are up to date.

ORGANIZATION

Every successful business owner must master the art of finance, but none do it alone. Here are the three ways that we create ease:

Let us create ease in your financial world

apply to work together today!

Ready to create ease in your financial world?

Hello & Welcome!

Interested in learning more about our done-for-you financial services and pricing? Download our Service Guide.