Client Testimonials

  • "I am immensely grateful for Lotte's knowledge and guidance. She is reliable, kind, resourceful, and open to answering any and all of my questions.

    — Amanda H.

  • “Lotte makes me feel like I've got someone in my corner as well as someone I can rely on to answer any questions I Have in a timely manner."

    — Liz A.

  • "With Lotte's insights, carefully thought out budget & sales goals, she transformed my business and we are seeing real, sustainable growth for the first time in 3 years."

    — Fleur L.

  • "It's such a relief knowing my books are always done right and on time."

    — Sierra N.

  • "I never thought I'd enjoy reviewing and talking about my business finances but Lotte makes it fun and exciting."

    — Morgan S.

  • "Lotte manages all the financials for our management firm, and our cash flow has never been better. Such a game-changer having her on board."

    — Ann S.

  • "I honestly can't recommend her services enough. Lotte is responsive, attentive to detail, and oh-so-efficient. She makes dealing with bookkeeping easy and fun."

    — Lis B.

  • "Lotte's expertise in cash flow management and forecasting has not only stabilized our finances but also positioned us for unprecedented growth."

    — Chiara S.

  • "I'm so incredibly grateful for Lotte's knowledge, understanding, communication and efficiency. Knowing what I know now about my finances, I was able to restructure my business and it's more profitable than ever."

    — Emma D.

What We Can Do For You

Financial Confidence Starts Here

BACK ON TRACK

One-time bookkeeping clean-up to bring clarity and control back to your finances.


Whether you’re months (or years) behind, we’ll update, organize, and reconcile your books so you can stop stressing and start fresh with confidence.

FRACTIONAL CFO

Strategic financial leadership to give you clarity and direction.


We handle your bookkeeping and provide advanced cash flow forecasting, reporting, and actionable insights to help you make smarter, data-driven decisions for your business.

MONTHLY BOOKKEEPING

Premium monthly bookkeeping that keeps your numbers organized.


We’ll manage your books with precision and care every month, giving you clear, reliable financials that guide your decisions and fuel your business’s success.