As a small CPA firm, I have an intimate understanding of opportunities & challenges small businesses face. My services are built on developing strong client relationships, which sets the foundation for achieving long-term success.
My clients will always receive the personal attention and communication they deserve!
Strategies implemented early.
I'll handle everything.
Full time CPA, flat monthly cost.
Tax season is a breeze.
No more anxiety & uncertainty.
CPA prepared financials.
Switching accountants can be intimidating, but I know how to make things smooth & easy!
01
We'll connect to see if we're a good fit, and then I'll analyze your taxes & finances with a fine-toothed comb to find opportunities.
02
After my in-depth snapshot & analysis, I'll share what kind of opportunities I see, and I'll have a proposed scope of work to help you accomplish your goals.
03
I'll get your books & accounting set up perfectly, clean up bookkeeping, create a tax plan and then actively work alongside you as your business co-pilot.
Ready to Book a Call?
Taxes and accounting are undoubtedly the most intimidating and un-fun part of owning my small business. Yet once I started working with Kristi, she made that part of my life much easier! She is a joy to work with, professional, super knowledgeable and has my back.
I absolutely love working with Kristi! I met with numerous CPA's before I met Kristi, but I knew after our first meeting that she was exactly the CPA I was looking for! She's friendly, knowledgeable, and always available to answer my questions. She cares about my business like she owns it herself!
Kristi helped me set up my books & taught me the right way to do my own bookkeeping for my creative business. She's super knowledgeable and always available to advise on any accounting / tax questions we have.
Kristi helped me get my startup off the ground and was unbelievably helpful from day one. She provided expert advice and always explained our options in great detail so that we could make the best decisions based on where we were in the process.
