Call - Thank You - Evolved Finance

To prepare for our call

If you have any questions, please feel free to reach out to whitney@evolvedfinance.com.

To get the most out of your discovery call, please have the following items ready:

1. Your tax return documents from last year.

2. The login info to your bookkeeping software.

Why do we need these items?

1. To provide you with an accurate price quote.

2. To share any potential tax savings we see in your business and/ or personal finances.

3. To assess the quality of your current accounting setup and share where we see opportunities for improvement.

What makes us different?

15+ years of experience working with small businesses

It’s important to work with a bookkeeping team that truly understands how your business operates. Unlike other bookkeepers, we don’t work with just any business that comes our way. We work primarily with modern service businesses and online entrepreneurs. This has allowed our team to develop a deep expertise on how to properly reconcile and manage the financial data for a business like yours.

We're focused on building relationships with out clients

To truly take advantage of the wealth-building opportunities that come with running a business, you need more than compliance. You need an accounting team that is proactive, organized, responsive, and invested in your success. We call this relationship-based accounting.

We are there when you need us

Our firm consists of US based employees that are available and ready to answer your questions. We pride ourselves on delivering a responsive, proactive, and friendly client experience that is hard to come by with other accounting firms.

Who is our ideal client?

We work with established businesses that want more tax savings, clear financial insights, and a more proactive, relationship-based approach to accounting.

Online educators and digital product businesses
Coaches, consultants, and fractional executives
Marketing and creative agencies
Professional service providers
Content-driven businesses including creators and influencers
Self-funded SaaS companies

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

paid for themselves through tax savings & strategic pivots

Working with the team at Evolved Finance has fundamentally changed how I approach my business. There are many uncertainties in this world, but I feel more in control of my finances than ever before. We’re starting the year in a much healthier position as a result. Truly, working with Evolved Finance has been a game changer for us. They’ve more than paid for themselves between the tax savings and the pivots we’ve made since we started working together.

Deb Thompson

Co-Owner & President, Nahcotta

Thank You for Scheduling A Free Discovery Call