Our Style

Our Style

CLARITY. A lot of accountants toil and trouble over your books as if they’re magical scrolls, filled with signs and symbols you’ll never be able to understand. We’re different. We explain your accounts to you in plain English, so you understand what you’re spending money on. We partner with you to create a financial system that works for your business and we can also help you implement tools to improve your efficiency, like Bill.com for bill paying and Hubdoc for receipt management. Knowledge is power. And who should have more power over your money than you?

FLEXIBILITY. Because we tailor our work to your business needs, we don’t offer fixed accounting “packages.” Instead, our work plans are organic and adapted to you. We offer a wide range of services, from set-up and training to full-service accounting-usually, something in between. In most cases, we work remotely. Wherever we’re sitting, we go the extra mile for our clients.

Lisa is amazing! She is organized, professional, and is excellent at explaining when I don’t understand a particular accounting concept (which is often). She is thorough and always on time with payroll and reporting. Lisa has helped me problem solve and strategize on many fronts. She is also just very easy to talk with and a great person. Five stars all the way!
—Deb Collard, owner of RiDE Oakland spin studio