Let’s Grow the business your creative deserves.

We’re your ideal partner for finance, operations, and strategic planning.

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How we can help

01

Bookkeeping

Clear and well-maintained financials illuminate the true health of your business. Establish a balance sheet of all your assets, liabilities, and equity. Track performance over time with monthly and year-to-date Profit and Loss statements.

  • Accounts payable and receivable
  • Payroll processing and admin
  • Monthly financial reporting
  • Profit and loss statements

02

Business strategy

With a baseline of great bookkeeping, we can help you make safe and confident business decisions. Feel more assured of your pricing, team size and capacity, operational processes, decisions to lease or buy, and profit reinvestment strategies.

  • Capacity planning
  • Budget building and monitoring
  • Forecasting and modeling
  • Operational process reviews
If your business is

Marketing

Branding

Design

Advertising

Public Relations

Web/Software

Development

Engineering

Architecture

Legal

Let’s figure out

Are my projects profitable?

What is my utilization rate?

When should I make my next hire?

What are my key performance indicators?

Should I buy, lease, or rent property or equipment?

What is my monthly burn rate?

Is my pricing strategy viable?

What is my budget?

How should I invest my profits?

Our experience

Lead your business with the same confidence you feel leading a creative review.

With decades of experience working with a wide variety of creative leaders, we’ve got your back. We know when to lead and support you through the unknown, and when to challenge and prepare you for difficult conversations and decisions needed for growth.

Working together

Let's build a true partnership

Business ownership can feel stressful and challenging, especially if you come from a creative background. We work to keep spirits high, honoring everyone’s unique perspectives and skillsets to do our best collaborative problem-solving together.

Three ways we can work together

Let’s Collaborate

Sometimes an outside opinion is all you need. With Collaborate, we’ll develop a financial and operations reporting package for your business. We’ll use this framework to help contextualize and analyze your standing and progress in monthly check-ins.

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Let’s Elevate

Elevate is here to help take your business to new heights. This plan provides the same service as Collaborate, along with a decision-making financial model. We’ll also help you hone your operational systems to better support your growth and goals.

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Let’s Accelerate

Comprehensive support that feels like you have your own virtual CFO. Accelerate contains the services of Elevate with the added benefits of semi-annual planning meetings and Slack access for any impromptu questions or concerns.

Our team

Collaboration makes us different

We aren’t stereotypical bookkeepers. We love it deep in the weeds of a spreadsheet, of course. But just as much, we enjoy hearing and sharing ideas with you—and each other—to leverage the value of collective expertise and deliver expertly tailored solutions for your business.

Kelly Totten

Owner

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It takes guts to do what you do.

You’ve carved out your place in the world to do the creative work you’ve aspired to do. We're passionate about meeting you at the intersection of finance and creative. We’re here to transform that hard work into a thriving business, while honoring your process, creativity, and culture.

Excellent communication, subject matter experts and quality service.

Michael M.

Appreciate the service and support for regular and unique situations.

Daniel T.

Kelly helped us turn our vision for a stable, steadily growing studio into key metrics, strategies, and, ultimately, a wonderful reality.

Nick C.

I love working with the team. They're always really helpful, knowledgeable and take care of everything in a timely manner. Most of all, they're really nice people ☺

Gary B.

If you want to build a business that lives up to the quality of your work and your people, work with Kelly.

Kate C.

The first step is small, let’s see where this can go.

Growing a great creative business starts with a conversation.

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