We are more than an accounting firm
WE ARE PROBLEM SOLVERS.
We Lay the Foundation - You Build the Empire.
Scalability is where it all started.
We saw a problem that wasn't being addressed - accounting and operations were being addressed seperately and reactively instead of proactively. We have created a financial operations system that emphasizes business scalability as a whole - not just one sector. We wanted to work with business owners to change their mindsets, give them tools and resources from the start to scale a lean and efficient business before they were lost in the never-ending-game of catch up.
We provide our clients with a partnership. We work together to create a custom strategy for organization, financial success, expert tax planning, and team building with financial operations you won't find anywhere else. We work with businesses all over the country from various sizes, complexities, and industries and create custom solutions for wherever you are on the spectrum based on where you want to be.
"We partner with clients that have the passion to drive change by providing solid financial operations and tax planning so they can get back to what they are best at, creating good in the world."
"Before working with Kelley, I didn’t have any systems in place for my business. I had a few excel spreadsheets to track my income, to-do lists everywhere, and no clearly defined goals for where my business was going. I had no idea what I didn’t know. I wanted a consistent process and systems in place that would allow me to focus on my work and growing my business. Kelley delivered all of this and so much more!
Kelley listened to my needs and came up with the best solutions for me and my business. She was so thorough and went way above my expectations. The best part was that I never felt overwhelmed even with a LOT to implement into my business. Kelley is very knowledgeable and provided me with so many great tools that have made my life easier.
Along with giving me tons of great workflow and process advice, she helped me get set up with an Accounting and Project Management system along with amazing tutorials to guide me and was available for me to ask questions as I learned how to use these new tools, too!`
I’m so grateful for Kelley, she has upped my business game and given me confidence in my systems!"
-Samantha Madeo Graphic Design
"From the start, the Curated Accounting Team listened to all of my personal and business tax issues and able to formulate a strategy that wasn't overwhelming or unrealistic. I ended up saving priceless time on my monthly bookkeeping and their tax planning saving me so much money - I couldn't believe it.
We currently use their CFO services and have been able to scale my business to a level I couldn't achieve without a competent and experienced financial team guiding the way. I couldn't recommend them highly enough."
-Crown Hill Enterprises