Get to know us

We began as a small group of online friends, each looking to turn our hobbies and side-gigs into full-time careers. It quickly became clear that by combining our complementary skills and talents, we could better serve our clients. Today, we offer bookkeeping, tax preparation, and business advisory services to help our clients save time, grow profits, and build businesses that support their ideal lifestyle. Our goal is simple: to make life better.

Our mission

We’re dedicated to making your life better, not just turning a profit. Rather than offering generic services, we focus on understanding your goals and simplifying your life with custom-tailored solutions. Our aim is to provide the perfect services that fit your needs, goals, and budget.

Our vision

We envision a world where small business owners can access the support they deserve, without settling for overpriced, second-rate options. That’s why we take the time and care to understand our clients from the moment they reach out to us for help.

Our team

Our strength comes from our unique expertise and shared commitment to supporting small businesses.

Co-founded by Courtney Medina, an experienced tax preparer, and Daniel Thornton, a skilled bookkeeper, we combine complementary skills to deliver personalized financial services.

Together, we focus on providing tailored solutions that help business owners thrive by relieving the stress of bookkeeping and taxes.

We define our success by the outcomes we achieve, including how much we help you regain your time, empowering you to focus on what you love.