Holistic accounting is an approach that considers not just the numbers, but also the overall well-being of the individual or business, integrating financial strategies with personal and professional goals.

Unlike traditional accounting, which focuses solely on financial statements and compliance, holistic accounting takes into account personal values, lifestyle, and long-term aspirations to create a comprehensive financial plan.

We’re a service-area firm based in Aurora, CO. We meet on-site by appointment across Aurora, Centennial, Greenwood Village, Parker, and Littleton. We meet virtually with any business outside this area.

Absolutely! We understand how stressful a backlog can be and would love to unburden you of that stress.

We right-size pricing to your workload. No one pays for work they don’t need. Most startups land $300–$500/mo; growing firms vary by volume and complexity.

No. Month-to-month. You stay because it’s working.

We offer a variety of packages and add-on services. Whatever you need, we will provide.

1. Quick call to scope.
2. Secure access (Accounting system + banks).
3. If needed, cleanup first.
4. Roll into a steady monthly rhythm.

Your choice: email, portal, or scheduled check-ins. We keep responses fast and clear.

Absolutely. We can set you up right, give you a checklist, and do light monthly reviews until you’re ready for full service.

We prepare year-end taxes for our bookkeeping clients.

Yes, these services are available as a part of a package or as add-ons. We’ll scope by headcount and jurisdictions.

Yes. We use secure app connections, multi-factor authentication, and least-access permissions. No sharing of your data or personal information, ever.

Owners who want clean books, simple reports, and less stress—from startup to $1M+. If you want clarity and time back, you’ll love this.

Grab a 10–15 min call and we’ll confirm scope and price.