Discover the Balance in Your Finances
Holistic Accounting for a Harmonious Future
Explore how our unique approach to accounting integrates financial wellness with personal growth, ensuring a balanced and prosperous future.
Your Holistic Accounting Questions Answered
Find answers to the most common inquiries about our holistic accounting practices and how they can benefit your financial health.
What is holistic accounting?
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.
How does holistic accounting differ from traditional accounting?
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.
Where do you work? Do you have an office?
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.
Can you clean up a backlog?
Absolutely! We understand how stressful a backlog can be and would love to unburden you of that stress.
How do you price?
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.
Do you require long-term contracts?
No. Month-to-month. You stay because it’s working.
What’s included each month?
We offer a variety of packages and add-on services. Whatever you need, we will provide.
How do we start?
1. Quick call to scope.
2. Secure access (Accounting system + banks).
3. If needed, cleanup first.
4. Roll into a steady monthly rhythm.
How do we communicate?
Your choice: email, portal, or scheduled check-ins. We keep responses fast and clear.
Can you help me DIY for a while?
Absolutely. We can set you up right, give you a checklist, and do light monthly reviews until you’re ready for full service.
Do you file taxes?
We prepare year-end taxes for our bookkeeping clients.
Do you do payroll or sales tax?
Yes, these services are available as a part of a package or as add-ons. We’ll scope by headcount and jurisdictions.
Is my data secure?
Yes. We use secure app connections, multi-factor authentication, and least-access permissions. No sharing of your data or personal information, ever.
Who’s a great fit?
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.
How do I get a quote?
Grab a 10–15 min call and we’ll confirm scope and price.