"Prompt responses"

There are no words to express how truly thankful I am for Kelly. My husband and I purchased a well established business at the beginning of 2023 and I was (well, still am) brand new to bookkeeping. Kelly came in and took a HUGE weight off of my shoulders. I initially told her I wanted her to teach me everything so I could do it, but honestly, I am so spoiled because anytime I reach out for help, she just does it for me!

Kelly thank you so much for your prompt responses, expertise, and reliability. It is amazing to have someone who really ensures that our business is taken care of.

"Saved the day"

Kelly's expertise saved the day! As an existing company that was moving from mostly paper to Quickbooks Online, there was a lot of clean up that needed to happen.

Kelly listened intently, provided professional solutions and saw the project through to completion. She cleaned up our books and set us up for future success. We feel like she is a part of team.

"Above and beyond"

I've had the pleasure of working with Kelly and her team for the past several years, and she has been absolutely outstanding. Her bookkeeping and personal accounting services are always timely, accurate, and incredibly helpful. She consistently goes above and beyond to offer guidance and ensure everything is in order. I couldn't recommend her more highly!

"The kind of partners that help you grow"

When Kelly came on, my books were already organized—but my bandwidth wasn’t. The relief of handing things to someone I trust, not just with my money but with my business, was huge. Kelly keeps everything moving without drama: clear updates, on-time reconciliations, smart questions only when needed.

I trust her judgment so much that I’ve introduced her to my clients—she now supports some of them as well. Kelly and her team are steady, thoughtful, and exactly the kind of partners you want as you grow.

"Perfect. It was all perfect."

We are prepping our 2024 taxes and Valerie sent me the EOY 2024 balance sheet and P&L statements you prepped. Based on our unfortunate experience last year before you started helping us, I double checked all the numbers. Perfect. It was all perfect.

Tax season is always miserable, but not having to go back through the entire year of her business books and audit things has made it so much better. We are both all-the-way happy with everything that you do and I make a point of recommending you to other business owners I speak to in my practice.