Call - Thank You - Evolved Finance

To prepare for our call

If you have any questions, please feel free to reach out to [email protected].

Please have the following information available for us to go over together:

1. Total Revenue for the previous year

2. Total Revenue so far for the current year (a rough estimate is fine)

3. A list of all accounts being used for your business:

Checking
Savings
Credit Cards
PayPal
Merchant Accounts (ex. Stripe, Square)
Sales Software (ex. Thrivecart, Kajabi, Keap)
Business Loans/Lines of Credit

Why is this information important?

The above information will help our team determine if your financial systems are a good fit for our service and will allow us to provide you with an accurate price quote.

What makes us different?

We specialize in working with online 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 ONLY work with online businesses. 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 strive to educate and coach our clients

We go the extra mile to help you understand what your numbers are telling you and provide you with the insights you need to make more confident business decisions. During our high touch on-boarding process, we will teach you our unique financial framework that will help you to get your finances more organized and your business more profitable.

We prioritize your customer experience above all else

We understand the challenges business owners face in finding a reliable accounting team, which is why our clients truly appreciate the proactive, communicative, and consistent bookkeeping and tax services they receive from us. With a commitment to quality over quantity, our accountants and bookkeepers each serve a limited number of clients, ensuring that you receive the personalized attention you deserve.

Who is our ideal client?

Six and seven figure online businesses operating in US dollars that generate revenue through...

DIGITAL PRODUCTS

courses, membership sites, digital downloads, software, etc.

ONLINE SERVICE PROVIDERS

coaches, consultants, freelancers, agency owners, etc.

INFLUENCING

Youtubers, podcasters, social media influencers, bloggers, public speakers, authors, etc.

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

Thank You for Scheduling A Free Discovery Call