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Our Clients
Praise & Showcase

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Hear from some of our clients

About why they trust us to be part of their financial team

  • All
  • Bookkeeping
  • Tax

Think Bigger Coaching

DaJuan Johnson is a consistently working actor, certified life coach, and the Founder of Think Bigger Coaching where he helps actors book off self-tapes and get to their dreams faster by developing a booker’s mindset.

Evolved helps me feel completely confident in handling my finances

Working with Evolved has been a game changer—it’s like having a business partner that knows everything about the money and a mentor rolled into one. They took me from feeling unsure to completely confident in handling my finances. They never made me feel out of my depth for not knowing everything at the start — but, boy was I. Big thanks to the whole team!

DaJuan Johnson

Founder, Think Bigger Coaching

Mariah's company has helped hundreds of clients generate consistent sales & make more money teaching what they love through online courses.
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saw admired online entrepreneurs all relied on Evolved Finance

I looked up to all of these online entrepreneurs and the businesses they had built, and they seemed so on top of it all. And then I came to realize that everyone I admired and looked up to, they all were working with the same people: Parker and Corey at Evolved Finance. I knew I had to take the leap and work with them so I could build my business too. I now have the BEST financial team on the planet.

Mariah Coz


The Nutrition Business Accelerator™

Laura specializes in helping coaches, experts, and health entrepreneurs create scalable online businesses.
Laura Schoenfeld smiling in her headshot

Provides easy-to-understand financial reports

Evolved Finance has made the financial side of running my business so much easier. From the monthly reports, to connecting me with other financial experts, I feel so much more in charge of my business’s finances. I no longer feel like I’m in a constant rat race to make money every month because I have so much data at hand to understand my profit, expenses, and trends across time. I highly recommend Evolved Finance as a bookkeeping and financial support service to any online entrepreneur who wants to feel fully in control of their financial health!

Laura Schoenfeld

Creator, The Nutrition Business Accelerator™

Creator of is an E-Learning platform that helps everyday people learn to play piano in a fast and fun way.
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improved the direction and financial health of the business

Evolved Finance is the service I didn’t know I needed until I started using it. I had been doing bookkeeping myself for years in my online business and it was always a drag. But now, not only do I have experts doing it for me, but they are so knowledgeable about online businesses that their reports and advice actually help me with the direction I take my business. My business is so much healthier financially since I started working with Evolved Finance.

Jacques Hopkins

Creator, Creator of

Bright & Quirky

Bright & Quirky is a pioneer in providing mental health e-learning to help uniquely wired kids and families live their best lives.

Make time to soak up the expertise they offer. They have become my trusted advisors, colleagues and friends.

There is a line in the sand — my business life before working with Evolved Finance and my life with EF in it. Building an entrepreneurial business is one of the hardest things I’ve ever done. Worries like how much to spend on specific expenses, or how to optimize for taxes and profit, are now laid to rest. Not only have Parker, Corey and the EF team given me invaluable financial advice, even better, they’ve given me, and continue to give me, a financial education. Word to the wise: You will get out of Evolved Finance what you put in. Make time to soak up the expertise they offer. They have become my trusted advisors, colleagues and friends.

Debbie Steinberg Kuntz

Founder & Licensed Family Therapist, Bright & Quirky

Scale with Success®

Scale With Success® is a premium group coaching experience designed to help entrepreneurs turn their online course into a 6 or 7 figure business without launching.
Caitlin Bacher smiling in her headshot

Gained financial clarity

Evolved Finance is the ONLY company I trust to give me the financial reporting I need to scale our multi-million dollar business. Their comprehensive (yet, easy to understand) financial insights help me make better decisions. I recommend their service to any online course or coach who is looking to KEEP more of the revenue try make.

Caitlin Bacher

Creator, Scale with Success®

Digital Wellness Marketing

Digital Wellness Marketing specializes in developing strategic marketing plans for digital products, podcasts, membership products, events, authors, and more!

Working with Evolved Finance has been completely business-changing!

Working with Evolved Finance has been completely business-changing! It’s allowed our team to focus on our clients and growth — things we’re actually good at — without the constant worry and burden of flying blind with our finances. Waiting so long to bring on an expert team of bookkeepers and accountants is our biggest regret, and we wouldn’t trust any other team to handle our books. Their professionalism, promptness, and value is unrivaled. Evolved Finance is the best business decision we’ve ever made.

Lindsay Marder

Co-Founder, Digital Wellness Marketing

Food Biz Wiz, Inc

Food Biz Wiz helps emerging food, beverage and taxable grocery brands understand how to land on the retail shelf through their online program, Retail Ready®.
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empowering CEOs to make informed business decisions

Hiring Evolved Finance is the best business decision that I’ve made in the past 4 years Ñ I only wish I had done it sooner. Having the financial data & reports, plus down-to-earth account manager, additional monthly trainings, 24/7 access to a thoughtful library of educational tools & resources, and direct contact with the exceptionally friendly (and patient!) team at Evolved has transformed my ability to make smart, data-driven decisions as the CEO of my business.

Allison Ball

Founder & CEO, Food Biz Wiz, Inc

Rachel Luna & Company LLC

Rachel Luna is an international speaker, best selling author, & Sales Confidence and Mindset Strategist to 6 and 7 figure entrepreneurs.
Rachel Luna smiling at the camera in headshot

Strategic advice and a supportive community

Signing up for Evolved Finance was the BEST financial decision I’ve made for my business in it’s 10 yearr history. Even though I had a great accounting and bookkeeping team prior to hiring Evolved, they didn’t provide the strategic advice or rich entrepreneurial community that we get to experience with Evolved. Hiring Evolved Finance has given us better strategy and bigger profit margins than ever before!

Rachel Luna

Founder, Rachel Luna & Company LLC

Dean Street Society

Hilary Rushford headshot

Evolved Finance transformed the financial aspects of the business, leading to significant improvement and a new approach to business operations.

The financial side of my business has skyrocketed since hiring Evolved Finance. The way I think about and operate my business has changed drastically since working with them. There is no question that Corey and Parker have been a pivotal part of my financial success. They speak my language and provide advice that I couldn’t get anywhere else. I can’t imagine working with any other financial team.

Hilary Rushford

Founder, Dean Street Society

Rachel Rofé Enterprises

Rachel Rofé is an entrepreneur, bestselling author, and digital marketing expert.
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Evolved Finance provides high-quality financial data, strategic advice, and saves clients time.

Parker, Corey, and the Evolved Finance team are absolutely fantastic to work with Ñ so good, in fact, that I’ve recommended them to several people.

The best word I can use to describe them is refreshing. Working with them means you get quality data every month with minimal time involvement on your part. You get excellent suggestions because they actually understand your business, and they’ve always got your back.

I’ve unequivocally made more money thanks to working with Evolved Finance Ñ both via cutting unnecessary expenses and also by earning more thanks to the clear financial data and strategic recommendations.

If you’re thinking of working with them, I highly recommend that you do it. I can’t imagine a world in which you’d be disappointed.

Rachel Rofé

CEO, Rachel Rofé Enterprises

Eyes Wide Open Collective

Eyes Wide Open Collective is a portfolio of legal and financial education companies that exist to bring heart-centered humans into right alignment with their time, money and relationships.
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value of qualified professionals

In my first business, I always tried to scrimp and save. I’d hire the cheapest bookkeeper I could find. Then, I’d pay the price. This
happened 3 times with 3 different bookkeepers and an expensive IRS audit before I woke up to another possibility: Evolved Finance.

Ali Katz

Founder, Eyes Wide Open Collective

Modern Direct Seller

Modern Direct Seller provides modern training, strategies and systems to empower direct sellers to build profitable and sustainable businesses.

Evolved Finance's proactive tax planning saved us money and eliminated tax season stress

Choosing Evolved Finance for our tax needs has been one of the best decisions we’ve made for our business. Their proactive approach to tax planning has not only saved us money but also eliminated the stress and uncertainty that tax season brings. They feel like an integral part of our team, providing much more than just a tax preparation service.

Becky Launder and Jeremy Launder

CEO & COO, Modern Direct Seller

Fierce Creative Agency

Fierce Creative is a boutique creative agency specializing in graphic design, branding, website development and more.

I feel more "in the know" on the health of my business day-to-day and am confident we are buttoned up on the tax side as well.

Having Evolved take on my tax planning has been a very natural next step for my business after being in their care for so long as a bookkeeping client. My business has grown up with Evolved! The team, as always, makes you feel truly safe and valued. They answer questions thoroughly and, at the same time, ask the right questions to ensure you’re maximizing opportunities for your business and financial future. I feel more “in the know” on the health of my business day-to-day and am confident we are buttoned up on the tax side as well. Can’t say enough about the Evolved team! My business wouldn’t be where it is without them.

Kate Manfull

Owner, Creative Director, Fierce Creative Agency

The Virtual Savvy

The Virtual Savvy empowers individuals to launch and grow their own virtual assistant businesses.
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enabled rapid scaling

What’s been a HUGE game changer for our business? Hiring Evolved Finance. I can’t tell you how freeing it has been to KNOW our numbers and make DECISIONS based off our numbers. Evolved Finance is SO much more than just a Bookkeeping company, though. Because they play with some of the top businesses in the online space, they know the online business and are able to give insight and wisdom into our business spending decisions. We’ve gone from being a six-figure company to a seven-figure company while with them, and they’ve given us the same respect, advice, and encouragement throughout the entire journey.

Abbey Ashley

Founder & CEO, The Virtual Savvy

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.

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