An accounting firm with a more human approach to supporting small 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 small businesses all across the U.S. That experience has shaped everything about how we work, and why we show up differently than most accounting firms.
Why We Exist
To make accounting more human, more profitable, and more organized.
How We Do It
By hiring and training thoughtful accounting professionals, leveraging modern technology, and building organized systems and processes that give our team more time to focus on what matters most: delivering exceptional service to our clients.
Why We Care
Great businesses need a strong financial foundation to do great things for their customers. That’s why we believe great accounting should help our clients make better decisions, keep more of what they earn, and feel confident about where their business is going.
What You Can Expect from Us
A proactive, organized, and supportive client experience built around being a true accounting partner for your business.
What We Value
Our values shape how we work, how we treat people, and the relationships we build with our clients and each other. They guide our approach to everything we do and reflect the experience we want everyone to have when working with Evolved Finance.
Belonging
Creating a welcoming environment where everyone feels valued, respected, and included.
Finance and accounting can be intimidating, and the accounting profession hasn’t always made everyone feel like they belong. We’re committed to building a firm where people of all backgrounds feel welcome and respected. That applies whether they’re trusting us with their business or building their career with us. Great accounting and great accounting careers should be accessible to everyone.
Humanism
Putting people first and recognizing that we're all more than the work we do.
Humans are more than just the work they do. Employees aren’t units of productivity, and clients aren’t units of revenue. That’s why we are committed to building a firm where people are given the grace to be human. We use our time at work to learn and grow as people, so we can not only better serve our clients, but become better versions of ourselves outside of work.
Trust
Building lasting relationships through honesty, transparency, and a commitment to doing what's right.
Our clients trust us with some of the most important and sensitive parts of their businesses, and we take that responsibility seriously. We maintain that trust by being honest and transparent in our communications, following through on our commitments, investing in data security, and holding ourselves to a high standard in the work we deliver.
What You Should Know About Us
We’ve spent over 15 years supporting hundreds of small business owners with their taxes and bookkeeping.
Our firm has grown primarily through word of mouth.
We’re known for being the most organized accounting team our clients have ever worked with.
All of our team members are full-time, US-based employees.
We believe in being kind, patient, and easy to work with.
Our Ideal Client
- Businesses selling services and/or digital products.
- Generating $250,000 - $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, EA
Founder & Managing Partner
Anna Whitaker
Co-Founder
Charese Parran
Director of Operations
Rebecca Martin, EA
Director of Accounting Services
Shelby Gran
Assistant Director of Bookkeeping Services
Whitney Haycox
Client Engagement Manager
Susan Odle
Office Manager
Ian Gallegos, CPA
Strategic Tax Advisor
Kelly Beaulieu
Tax Account Manager
Lorena Shaw, EA
Tax Account Manager
Claudia Renteria
Bookkeeping Account Manager / Onboarding Backwork Specialist
Dana Wilcox
Bookkeeping Account Manager
Zak Kaszynski
Bookkeeping Account Manager
Stephanie Guedry
Bookkeeping Account Manager
Rhealyn Rufo
Bookkeeping Account Manager
Skye Phillips
Bookkeeping Account Manager
Robert Suhrie
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
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
Share the Love
If you know other 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!