Modern bookkeeping and CFO services 

FROM PIE IN THE SKY
TO FINANCIAL HIGH

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Let your business finances be empowering



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.

Fractional CFO and Strategy

includes:

Starting at $1200/MO

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

APPLY NOw

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. 

DONE-FOR-YOU BOOKKEEPING

includes:

STARTING AT $400/MO

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

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DO-IT-YOURSELF RESOURCES

Not quite ready to hire a bookkeeper? I totally understand.

A FREE checklist so you know what you can deduct on your taxes to make sure you're getting the maximum deductions possible

Get the Freebie

the freebie

WRITE-OFF WORKSHEET

Profit and Loss Spreadsheet - yours to use forever year after year
Mileage Tracker
Tax Deadline Calendar

Get the Kit

the bookkeeping
template

THE SMALL BIZ STARTER KIT

Plan out your profits for the rest of the year
Calculates how much to set aside for taxes and how much to pay yourself
Yours to use forever year after year


Get the Planner

the money planner template

THE CASH FLOW PLANNER

I'm Sara!

hey there

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.

"Sara has been SO amazing and helpful for my business! I can focus on things that I am good at and not stress about the bookkeeping side of my business anymore. You need Sara in your life, she has been a gift to our small business!"

"You Need Sara in Your Life!"

- Amanda

ANDY

“Sara is the best thing that ever happened to my business.”

"Working with Sara was easily one of the best investments I made in 2021. I'd been feeling so overwhelmed after trying for so long to be "good at finances," and Sara immediately helped me feel at ease."

"Easily one of the best investments I've made!"

Kendall

I have been working with Sara a full year now and at this point I don’t know what I would do without her lol. As a small business I was very hesitant to invest in bookkeeping and kept telling myself - “ I don’t have that many transactions - I can do this myself”. But im do glad I took the chance and made the investment. Since working with Sara I have had a way better understanding of my income, what services bring in the most income, and how much money I need to put aside for taxes. Highly recommend making the investment and letting Sara take care of your bookkeeping so you can focus on other areas in your business. 

"I don't know what I would do without her"

Ashley

"Working with Sara is delightful! Sara is patient, kind, and just the person I needed to help me. She took the time to help me understand key concepts and processes, and she also set expectations and delivered them within the timeline initially set. I feel empowered with information that will help me move confidently forward in my business."

"I feel empowered with information that will help me move confidently forward in my business"

Ana