Since 2018, we have helped over one hundred small businesses gain clear understanding of their financials.
How We Work
Accuracy
It all begins with collaboration. Once you decide to move forward, we set-up an onboarding meeting to discuss your current needs, typical re-occurring spending, and create a plan of action. From this plan, we create an internal sheet on how to categorize your income and expenses to provide seamless reports. If you are on another software, we will migrate you to QuickBooks Online.
Integrity
On a monthly basis, you will receive a list of questions via ClientHub on transactions we need your assistance with. Bookkeeping is a collaborative effort and in order to gain a clear understanding of your financials, we will double check on any transactions in question before finalizing your books.
Honesty
If we find something that needs to be addressed, we will reach out before sending reports. We offer plans to send reports on a monthly, quarterly, and annual basis unless otherwise requested.
Clear Reporting
We offer clear financial reports that show you a clear capture of your net profit by month, and help you make educated financial decisions.
Responsive Staff
We offer clear financial reports that show you a clear capture of your net profit by month. Examples of reports can be provided upon request.
Growth Objectives
We offer CFO support for guidance to ensure that you are reaching your personal and business goals.
Our Mission Statement
Our philosophy is centered around philanthropy and we donate 5% of annual profits to organizations supporting ending world hunger, financial independence for single mothers, forest conservation, and climate change prevention.
On Collaborating with a Remote CFO/Bookkeeper
We are a Bay Area, minority woman owned bookkeeping firm offering CFO advisory services to individuals and small business owners to ensure that your revenue is improving and that you are meeting your personal and business goals. We support our clients by structuring efficient bookkeeping systems to save time and money. Our CFO service takes accounting a step further and we meet four times per month for 1 hour and review your business goals and clarify the numbers so you can drive your business forward and have continued success.
Our rates for monthly bookkeeping start at $650 per month and we strive to work with clients who no longer want to be in the cycle of last minute tax filing stress and worry and are seeking to collaborate for support.
Keep in mind that there is still effort needed on your part to run your business as it is still your business and not ours. We ask that clients set aside half an hour per month (or 2 hours per quarter) to respond to our questions we send regarding your file to make corrections and updates for accuracy.
Problems We solve
Do you have challenges with current bookkeeper who is not very detail oriented?
Do you spend many hours attempting to fix your books before meeting with your tax accountant?
Have you been putting off hiring someone to get your bookkeeping set up and feel behind?
Are you a new business owner who is looking for a reliable & experienced bookkeeper?
We can help!
Meet the Team
Serah Blackstone-Fredericks
Berkeley, CA
CEO and Founder
My business philosophy is centered around philanthropy. My goal is to support women of color to gain skills for financial independence. 5% of our profits is donated to non-profits that help with financial education for women of color and food security to those in need.
I LOVE bookkeeping, and I want to help you with your books. Reach out to see how we can help you.
Melissa Elaine
Concord, CA
Operations Coordinator
With extensive experience in remote administrative work, executive assistance, and project management, Melissa loves to help others with details and logistics supported by her detailed nature and passion for language.
We are currently growing! More people to come soon.