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Simplified Accounting Solutions for the Digital World

We offer clear processes and detailed analytics to empower our clients in digital spaces with expert financial guidance. We are here to streamline your journey through insightful accounting strategies, fostering sustainable growth and success in the digital marketplace.

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Services

  • • Annual Budget & Forecasts

    • Monthly Budget to Actual Tracking

    • Cash Flow Projections

    • Analysis of Key Performance Indicators

    • Profitability Analysis by SKU or Service

    • Profitability Analysis by Customer or Sales Channel

    • Customized Reports Based on Specific Needs

  • • Transaction Recording

    • Balance Sheet Account Reconciliations

    • Sales Channel Reconciliations

    • Expense Tracking

    • Financial Statement Preparation

  • • Accounts Payable Management

    • Accounts Receivable Management

    • Inventory Management

    • Payroll Processing

    • 1099 Preparation + Filing

    • Bookkeeping Clean Up

    • Bookkeeping Catch Up

  • • Standard Operating Procedures (SOPs)

    • Organization Flow Chart

    • Process Flowcharts

    • Training Guides

    • Process and Communication Templates

  • We partner with expert tax professionals to provide our clients with a full array of tax preparation and planning services. We serve as a financial liaison between our clients and tax firms, ensuring a seamless and effective collaboration for their business and personal tax needs.

headshot of founder, Sara Estrom

Meet Our Founder

After more than a decade working in both the public and private accounting sectors, Sara Estrom left to pursue her passion of helping entrepreneurs understand and optimize their financial future. She now works with clients in the digital space as a partner to help them sustainably and strategically grow.

Testimonials

Let’s work together