An accounting firm that delivers more than just accounting.
Founded in 2010, Evolved Finance began as a small, boutique bookkeeping firm and is now the go-to financial team for hundreds of six-, seven-, and eight-figure online and modern small businesses all across the U.S. Our focus on serving these types of businesses has allowed us to provide a customer-focused accounting experience that goes beyond just preparing for tax season.
Why we exist
To help online businesses maximize their profitability through proactive, accurate, and customer-focused accounting services.
How we do it
We hire and train thoughtful accounting professionals, leverage modern technology, build highly organized operational procedures, and educate our clients around their finances—all while keeping the customer experience at the heart of everything we do.
Why we care
Small businesses are more profitable when they receive insightful financial reporting and proactive accounting services. That’s why we’re passionate about not just providing online businesses with the financial support they need to thrive, but the financial literacy they need as well.
What to expect
A proactive, organized, and supportive client experience that will boost your financial confidence as a business owner.
Our company values
Financial Inclusivity
We believe that wealth building and financial literacy is something that all entrepreneurs should have access to, regardless of their backgrounds.
We believe that wealth building and financial literacy are tools that all entrepreneurs should have access to, regardless of their background. We deliver this by building financial literacy and business education into our paid services, as well as our free content. By openly discussing money in a non-judgmental and easy-to-understand way, we aspire to help entrepreneurs of all backgrounds realize that wealth building isn’t just for the most privileged.
Humanism
We believe that humans are more than just the work that they do.
We believe that humans are more than just the work they do. That’s why we are committed to building a company where our employees and clients never feel like a number, but feel respected for who they are inside and outside of the business environment. We strive to operate with compassion and grace in our daily business interactions, so we can build deeper connections with our clients and more professional fulfillment for our employees.
Honesty
We believe that honesty is the foundation of building long-term relationships with our clients.
By being open and transparent about all aspects of our services, we work hard to build and keep our client’s trust. We hope that our expertise and knowledge translates into an industry-leading accounting experience that they can rely on month after month, year after year.
What You Should Know About Us
We have built our financial expertise around online and modern small businesses.
Our firm has grown primarily through word of mouth.
We are the most organized accounting team you will ever work with.
All of our team members are full-time, US-based employees.
We believe in providing kind and patient customer service.
Our Ideal Client
- Businesses selling digital products and/or service online.
- Generating $75,000 - $10,000,000 in revenue.
- Operating in U.S. dollars and with U.S. bank accounts.
- Is engaged with our service each month.
- Cares about building a profitable business.
- Values high quality and accurate work.
Our Team
Parker Stevenson
Partner & Chief Executive Officer
Corey Whitaker
Founder & Chief Operating Officer
Anna Whitaker
Co-Founder
Charese Parran
Director of Operations
Rebecca Martin
Director of Bookkeeping Services
Wendy Schawang
Tax Preparer
Susan Odle
On-Boarding Manager
Whitney Haycox
Client Engagement Manager
Shelby Gran
Bookkeeping Services Manager
Claudia Renteria
Bookkeeping Account Manager
Dana Wilcox
Bookkeeping Account Manager
Adli Alami
Bookkeeping Account Manager
Zak Kaszynski
Bookkeeping Account Manager
Stephanie Guedry
Bookkeeping Account Manager
Rhealyn Rufo
Bookkeeping Account Manager
Skye Phillips
Bookkeeping Account Manager
What our clients are saying
part of our team
We have been working with Parker and Corey for several years. They are smart, professional, entrepreneurial and fun guys, too! We consider them as part of our team and would highly recommend you make them part of yours as well.
Gabrielle Bernstein
NY Times Best Selling Author, Gabrielle Bernstein
secure financial foundation for strategic growth, reducing unnecessary risks.
Hello Seven was growing rapidly, and we wanted to build the financial structure to make sure we continued to scale in a strategic way that didn’t feel incredibly risky. I’m not risk averse, but I am against risk with no foreseeable return (or security). We now have financial reserves that give me permission to rest easier and make the kinds of decisions that will allow us to grow our business in lockstep with our revenue. Because of clear and always on time reporting, I’m able to make strategic financial decisions based on data. We’re not on the brink. We’ve not built a house of cards. We have a strong safety net, much stronger than we had when we began working with Evolved Finance.
Rachel Rodgers
Founder & CEO, Hello Seven
comprehensive financial services
Parker, Corey, and the team at Evolved Finance are a GODSEND! I’ve been working with them for a few years, and in that time, they’ve helped me level up as a CEO. They are meticulous, thoughtful, responsive, and so much fun. They set up my books and keep everything organized and streamlined. When it’s time for taxes, my Accountant is in awe because everything is organized, making the filing process a breeze. Their monthly visual reports are incredible and make it simple to get a pulse on my business. I cannot recommend them enough! If you’re an online business owner, I recommend you work with them, like, yesterday. 🙂
Danielle Leslie
CEO, Culture Add Labs
empowered the owner of a multi-million dollar business to make data-driven decisions.
I am NOT a numbers person but I run a 7+ figure business. How…? Because I invest in service providers and advisors like Evolved Finance to help me understand my monthly numbers and the impact on my business. When I signed up with Evolved Finance, my books were a mess. Now they are neat, clean and show that I have a healthy and strong business because I’m able to make decisions based on data that I trust. Thank you Evolved Finance!
Jena Castro-Casbon
CEO, The Independent Clinician
Increased Profits & Hit Seven Figures
Working with Evolved Finance has not only increased our profits and sustainability, but they have shown me what is possible for the future. When people ask me “how do you make seven figures teaching online? I tell them it’s easy with Evolved Finance is in my pocket. If you’re thinking about working with them, there is only one question to ask yourself. Do you want to grow?
Robert Hartwell
Founder and CEO, Strength on Stages
Share the Love
If you know other online business owners that would benefit from our services, then we would love to reward you for your referrals! Our referral program allows you to earn while also helping out your colleagues, clients, or followers to gain more financial clarity and peace of mind.
Ready to Get Started?
Schedule a free consultation call today!