About
Let us handle your books so you can focus on what you do best: making your business the best!
Our mission
We know running a business can be stressful. Our mission is to remove the stress of keeping your books.
Imagine knowing the current financial health of your business. Imagine having all your tax info ready to handoff to your accountant at tax time.
Let us handle the stress of your books so you can go back to doing what you do best: growing your business!
We are a husband & wife team of financial professionals with proven experience helping businesses and individuals with their finances.
David has over a decade of experience in financial counseling/financial planning. He is an accomplished computer programmer and a Certified QuickBooks ProAdvisor.
Miriam has over 10 years of experience as a bookkeeper and accountant. She has worked for mom-and-pop shops, large corporations, and even the Mexican government.
- Years Experience
- 20+
- Experts
- 2
Our Values
01
Integrity
Working with finances demands the highest levels of integrity. We work with you to create financial systems that are accurate, consistent, complete, and accountable. It all starts with integrity.
02
Stewardship
Stewardship is our promise that we'll manage the resources entrusted to us just as we would our own resources.
03
Customer Service
We believe customer service is all about availability and communication. You should expect to be able to talk to real humans when you need questions answered. And you should expect communication that is timely, clear, & concise.
Meet our team
David Serber
Bookkeeper | Certified QuickBooks ProAdvisor
Miriam Serber
Bookkeeper & Accountant