The Holistic Accountant is here to meet the accounting needs of clients in the Aurora, CO area. We handle accounting and tax services for various clients, from individuals to small businesses to corporate firms. We can tackle your daily bookkeeping tasks, complete your payroll and sales tax services, or represent you on a state or federal tax matter. Regardless of the service you choose from our wide range of offerings, you can be sure that you will receive top-rated services every time. With all service levels, you will surely receive guidance to help you increase your productivity and profitability.
Our accounting firm crew pledges laser-focused customized services to help you determine the best path for your future. Whatever your needs are, we have a qualified staff ready to deliver. In addition to general accounting, bookkeeping, and tax planning and preparation, we offer QuickBooks services. So, whether your accounting needs are large or small, we have the skills required to handle them. Don't let another day go by without doing yourself a favor and contacting a qualified financial guide.
Get a handle on your personal or business accounting today by calling us now at (720) 331-3111 today or go online to request a consultation to discover how our team can help you achieve your financial success goals.
Contact UsSolutions That Fit
The Holistic Accountant offers customized solutions and a personal touch that larger firms just can't match. We're here to help your business flourish with financial strategies that make sense for you.
Every great partnership starts with a conversation. Whether you need expert tax guidance, financial strategy, or business advisory services, we're here to help. No obligation-just a friendly chat to see if we're the right fit for you.
Holistic accounting is an approach that considers not just the numbers, but also the overall well-being of the individual or business, integrating financial strategies with personal and professional goals.
Unlike traditional accounting, which focuses solely on financial statements and compliance, holistic accounting takes into account personal values, lifestyle, and long-term aspirations to create a comprehensive financial plan.
We’re a service-area firm based in Aurora, CO. We meet on-site by appointment across Aurora, Centennial, Greenwood Village, Parker, and Littleton. We meet virtually with any business outside this area.
Absolutely! We understand how stressful a backlog can be and would love to unburden you of that stress.
We right-size pricing to your workload. No one pays for work they don’t need. Most startups land $300–$500/mo; growing firms vary by volume and complexity.
No. Month-to-month. You stay because it’s working.
We offer a variety of packages and add-on services. Whatever you need, we will provide.
1. Quick call to scope.
2. Secure access (Accounting system + banks).
3. If needed, cleanup first.
4. Roll into a steady monthly rhythm.
Your choice: email, portal, or scheduled check-ins. We keep responses fast and clear.
Absolutely. We can set you up right, give you a checklist, and do light monthly reviews until you’re ready for full service.
We prepare year-end taxes for our bookkeeping clients.
Yes, these services are available as a part of a package or as add-ons. We’ll scope by headcount and jurisdictions.
Yes. We use secure app connections, multi-factor authentication, and least-access permissions. No sharing of your data or personal information, ever.
Owners who want clean books, simple reports, and less stress—from startup to $1M+. If you want clarity and time back, you’ll love this.
Grab a 10–15 min call and we’ll confirm scope and price.