You didn’t go into business to be an accountant, but we did. Let us help you free up your time (and especially mental energy) to focus on the parts of your business you love, while growing your profits and sleeping better at night.
Our highest level of service, a consistent deep dive into your business finances to co-create a blueprint to reach your business and life goals.
Cash flow forecast so you always know what you can afford to spend
Customized dashboards to easily see where your money is coming from and going
Two monthly meetings - one check in and one deep dive
Unlimited email and slack access
Annual goal setting session
Our recurring DFY bookkeeping services are designed to give you the clarity and confidence you need to make powerful business decisions, without you having to lift a finger.
Categorization of unlimited transactions
Monthly Bank Reconciliations
Monthly Financial Reports (Balance Sheet, P&L)
Monthly Visual Metric Reports (track profit and cash over time)
Monthly Highlights including recommendations on how much to save for taxes
Email and Voxer support
Coordination with CPA to make tax season a breeze
Your typical multi-passionate manifesting generator, and I live and breathe both spreadsheets AND creativity.
I started Pie Financial (then called Mareish Bookkeeping) a few short months after having my second baby, as a way to bring some creativity back into my life and help other small business owners with their finances.
With an extensive background in public accounting, I noticed a disconnect in what business owners were needing and the resources that were available to help them. There was a lack of one on one attention and education. When I started my own business, I wanted to create a space where everyone could be 100% themselves, without worrying about being embarrassed to ask stupid questions or admitting what they don’t know.
When I'm not helping entrepreneurs embrace their numbers and grow their profits, I'm pursuing some sort of fun hobby. Probably involving musical instruments.