Our Story and Philosophy

As a trusted Aurora accountant, I founded The Holistic Accountant with a clear mission: to bring the same level of financial insight, structure, and strategic support to small and mid-size businesses that large corporations rely on—without the overwhelm or impersonal approach.

At The Holistic Accountant, we believe your finances are more than just numbers—they’re the foundation of your business, your goals, and your peace of mind. That’s why we take a whole-business approach to accounting, combining clear, accurate bookkeeping with thoughtful financial guidance that helps you grow sustainably and confidently.

The Holistic Accountant was founded with a vision to transform the way individuals and businesses perceive financial management. Our mission is to provide not just accounting services, but a holistic approach that considers the well-being of our clients. We believe in transparency, integrity, and empowerment, helping our clients achieve financial freedom while staying true to our core values of trust and innovation.

Why Work With an Aurora Accountant?

Working with a local Aurora bookkeeping and accounting service means you get a partner who understands Colorado business regulations, tax deadlines, and the needs of Denver-area entrepreneurs. I’m not a distant firm—you can count on fast answers, clear explanations, and personal support.

When you choose The Holistic Accountant, you get:

      • Clean Books – We fix past mistakes with thorough financial statement cleanup.
      • 5-Day Close – Monthly books finished quickly, so you’re never left in the dark.
      • Simple Reports – Easy-to-read financials that support smart decisions.
      • Court-Ready Documentation – Organized reports for legal or co-parenting needs.
      • Flexible Add-Ons – Payroll, tax preparation, and fractional CFO guidance when you need it.

My Approach – Holistic Accounting

Numbers don’t exist in a vacuum. They connect to your time, stress, and peace of mind. That’s why I call this practice The Holistic Accountant.

My approach is:

      • Practical: Straightforward systems that make sense.
      • Local: Serving Aurora, Centennial, Parker, Greenwood Village, and Littleton.
      • Balanced: Helping you grow without burning out.

A Local Accountant Who Understands Your Needs

I’m proud to be part of the Aurora Chamber of Commerce and to serve local businesses across the Denver metro area and the Colorado Society of CPA’s. Whether you run a small retail shop, a professional service firm, or a family business, you deserve financial clarity and a trusted accounting partner.

If you’ve ever thought:

      • “I just want my books to be right.”
      • “I need reports I can actually understand.”
      • “I’m tired of the stress around taxes.”

…then you’re in the right place.

How to Get Started

Working with The Holistic Accountant is simple:

 

  1. Schedule a quick call – Book a free 10–15 min call to talk about your needs.
  2. Get a clear plan – I’ll recommend the right package or cleanup approach.
  3. Enjoy peace of mind – With your books in order, you can focus on your work.

Let’s Connect

I’d love to learn about your business and see how I can help.