About Us

About us

More about us

We have over twenty years of successful experience in the financial sphere here in the US business market.

With over two decades of experience, our trusted bookkeeping and consulting service is committed to empowering businesses to achieve financial success. We understand that financial management is crucial to your business’s growth and sustainability. That’s why we offer expert guidance, personalized solutions, and exceptional customer service to ensure your financial processes are optimized and your strategic decisions are well-informed.

We bring a deep understanding of financial intricacies and industry best practices, acquired through years of working with diverse businesses. Whether you need assistance with bookkeeping, financial reporting, or budgeting, we have the expertise to provide comprehensive support tailored to your specific needs.

We pride ourselves on building strong partnerships with our clients, working closely with you to understand your goals, challenges, and aspirations. By fostering open communication and collaboration, we ensure that our solutions align with your vision and contribute to your business’s long-term success.

When you choose to partner with us, you gain access to a wealth of knowledge and insights that can unlock the full potential of your business. We are dedicated to delivering exceptional service, attention to detail, and accurate financial information that you can rely on.

Let us be your trusted advisor in navigating the complex world of finances, allowing you to focus on what you do best – growing your business. Together, we can pave the way for your financial success and achieve new milestones.

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Leadership

Meet Our Founder
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Bonnie Rose

Principal

With over 20 years of experience in the bookkeeping field, Bonnie brings a wealth of expertise and knowledge to her role as a bookkeeping and consulting professional. She has developed a reputation as an avid learner, consistently acquiring new skills and adapting quickly to new challenges.

Having spent two decades in the advertising industry, Bonnie possesses comprehensive knowledge of the intricate processes that drive agency operations. Bonnie’s extensive experience enables her to understand and navigate the unique demands of agencies, making her a valuable asset to clients.

Bonnie is adept at handling multiple tasks simultaneously and excels at pivoting quickly, both in her professional and personal life. This adaptable approach has become second nature to her, allowing her to thrive in fast-paced environments.

As a QuickBooks Pro Advisor, Bonnie is highly proficient in utilizing this powerful accounting software to optimize financial management for businesses. Furthermore, she has implementation experience with Advantage and QuickBooks Online, further enhancing her ability to streamline accounting processes and provide effective solutions.

Bonnie holds an Associate’s degree in Accounting, which has provided her with a solid foundation in financial principles and practices. Bonnie’s educational background, coupled with their extensive industry experience, ensures that she delivers meticulous and accurate bookkeeping services.

Outside of work, Bonnie is a dedicated full-time parent to four children and an enthusiastic reader. She has a deep appreciation for summer and enjoy a range of activities, from grilling to relaxing at the beach. This well-rounded approach to life, coupled with her commitment to excellence, enables Bonnie to bring both professionalism and a personal touch to every client engagement.

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Some Of Our Clients

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Still Have Questions?

Feel free to contact us to learn more about the services we can offer your business!