Fractional CFO
Book keeping services
Tax filing services
Tax planning services

You Built a Business You Believe In.
Now Let’s Build Its Financial Backbone

Accounting Advisory + Tax Strategy for Businesses Ready to Scale with Confidence.

We help you understand your numbers, keep more of what you earn, and make decisions that feel as good as they look on paper. No stress. No spreadsheet nightmares. Just smart, soulful financial support that grows with you.

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I founded my boutique CPA firm in to cater to business owners like you. You should know that this is no one-size-fits-all approach:

I prioritize working with entrepreneurs who are passionate about their craft and committed to making data-driven decisions. I understand your unique challenges and aspirations because I've seen many businesses like YOURS.

With over 200+ clients served, 25,000+ hours of financial analysis, financial reports and tax performed, and a track record of helping businesses achieve millions in revenue growth, turning their business around, I firmly believe that financial success and peace of mind ARE possible—and I'm dedicated to helping you achieve both. My goal is to help you with the insights and strategies you need to thrive, so you can focus on what you do best: YOUR PASSION, YOUR EXPERTISES and YOUR GIFTS.

Meet Fiona

What We Do

We’re Not Your Typical Accounting Firm — And You’re Not a Typical Business Owner. You’ve outgrown DIY bookkeeping and tax panic. You’re scaling, hiring, and thinking bigger but behind the scenes, your finances still feel a little messy. We help you change that.
Whether it’s staying on top of your books, building a tax plan that protects your profits, or finally understanding your cash flow — we bring clarity to your numbers and confidence to your decisions.

Accounting Advisory: Bookkeeping, Tax Strategy, Financial Analysis

Fractional CFO: Strategic Partnership, Forecasting, Growth Planning

Tax Planning & Filing: Proactive tax strategies and seamless filing support

Bookkeeping catch up

Why It Matters

Because You Deserve a Business That Feels as Aligned as It Looks You didn’t start your business to stress over spreadsheets or scramble at tax time. You started it to create impact, income, and a life of freedom. We help you do that — by turning your finances into a source of power, not pressure.

What Makes Us Different

Strategy with heart. Advisory with intention. We combine sharp financial expertise with a relationship-first approach that makes you feel seen and supported not just checked off a list. Other firms give you spreadsheets. We give you strategy, confidence, and peace of mind.

"Fiona changed my life! I call her my Angel. She came in when my husband suddenly passed away, and helped me figured out his completely messed up business. I paid off $35 million his business debts in 3.5 years while building 7 figures cash flow and business up."

- Rosemarry Lauer

200 + businesses served

25,000 + Hours in financial analysis, consulting, and tax 

75% of clients served are women owed Businesses

400 Mil+ Revenue of total clients served

SOME STATISTICS