An accounting firm that delivers more than just accounting for online businesses
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 businesses all across the U.S. Our focus on serving online businesses has allowed us to provide a customer-focused accounting experience that goes beyond just preparing for tax season.
Why we exist
To provide the support and tools that online business owners need to maximize their wealth.
How we do it
By offering accounting services and financial literacy products that are tailored to the needs of online business owners.
Why we care
We believe all online business owners deserve access to the financial support they need.
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.
Financial literacy and business education is an integral part of our business. By openly discussing money in a non-judgmental and easy-to-understand way, we hope 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 are committed to building a company where our employees and clients never feel like a number. We strive to leave room for 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.
We are committed to being open and transparent about all aspects of our bookkeeping service, building trust with our clients as an industry-leading bookkeeping experience they can rely on month after month, year after year.
What You Should Know About Us
We have built our financial expertise around online businesses
Our firm has grown primarily through word of mouth
We are the most organized financial team you will ever work with
All of our team members are full-time U.S.-based employees
We believe in providing kind and patient customer service
Our Ideal Client
- Businesses selling digital products and/or service online.
- Generating six figures or more a year in revenue.
- Operating in U.S. dollars and with U.S. bank accounts.
- Is engaged with our service each month.
- Want to learn and grow as a business owner.
- Values high quality and accurate work.
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
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
Ryan Lanci
Account Manager
Dana Wilcox
Account Manager
Shelby Gran
Account Manager
Zak Kaszynski
Account Manager
Claudia Renteria
Lead Bookkeeper
Adli Alami
Bookkeeping Specialist
Robert Suhrie
Bookkeeping Specialist
Jordan Mellon
Bookkeeping Specialist
Stephanie Guedry
Bookkeeping Specialist
Rhealyn Rufo
Bookkeeping Specialist
Skye Phillips
Bookkeeping Specialist
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!