A steady, collaborative approach
We’re a small, experienced bookkeeping team supporting small businesses and nonprofit organizations. Our work is built around consistent systems, regular review, and clear communication — so financials stay accurate, reliable, and ready when they’re needed.
We believe good bookkeeping is collaborative. Our clients bring essential insight into their operations, and we bring structure, experience, and attention to detail. When questions come up or corrections are needed, we address them calmly and directly.
We believe good bookkeeping depends on clear systems, timely communication, and mutual accountability.
How the work gets done
Our team works within shared systems and client-specific checklists to ensure tasks are completed consistently and reviewed regularly. This approach supports efficiency, accuracy, and continuity — even as needs change over time.
We review each client’s work on a regular schedule to catch issues early and avoid surprises. Mistakes can happen in any system — what matters is that they’re identified and corrected early.
Our team
Our work is handled by a small team with defined processes and internal review. This team-based approach allows us to provide consistent service, responsive support, and continuity for our clients.
The firm is led by Philip Stevens, with team members supporting ongoing bookkeeping, review, and client communication.
Security & confidentiality
We take the confidentiality and security of client information seriously. Our systems are designed to protect sensitive financial data and support responsible access and oversight.
We use secure, password-managed environments and contract for 24/7/365 monitoring of our computers and email accounts. Access to client information is limited to authorized team members, and our internal processes support accountability and continuity.
While no system can eliminate risk entirely, we take a thoughtful, proactive approach to safeguarding client data as part of our responsibility.
Working together
Our clients value knowing their financials are being handled carefully and reviewed regularly.
As organizations grow or become more complex, the scope of work often evolves. When that happens, we review services together to ensure support remains accurate, sustainable, and aligned with your needs.
If you’re looking for reliable bookkeeping and a thoughtful, collaborative relationship, we’d be glad to talk.