The accounting experience you wish you found sooner
Great accounting should come with a team that understands your business and makes time for your questions. Every service we offer brings together small business expertise, proactive and friendly communication, and an organized approach that never leaves you wondering where things stand or what comes next.
Tax Planning & Preparation
Tax support that goes beyond filing
A great tax accountant does more than prepare your returns. They help you identify opportunities to save on taxes, plan ahead, and understand how the decisions you make throughout the year can affect your taxes. At Evolved Finance, we take the time to understand your business and personal financial situation so we can develop a tax strategy that supports your goals beyond the next filing deadline.
Monthly Business Accounting
Get more out of your bookkeeping
Your bookkeeping should help you build a more profitable business, file accurate tax returns, and uncover opportunities to save on taxes. Our Monthly Business Accounting service goes beyond reconciling accounts, pairing accurate financial reports with a knowledgeable bookkeeper who answers your questions and provides proactive and friendly support along the way.
Built around what our clients needed.
For more than a decade, Evolved Finance was known for one thing: bookkeeping. But as we built relationships with our clients, we kept hearing the same thing. They wished we could handle their taxes, too.
They didn't just want another accountant. They wanted the same communication, organization, and personal attention they'd come to expect from our bookkeeping team.
That feedback helped shape Evolved Finance into the firm we are today, bringing tax planning, tax preparation, and bookkeeping together under one roof.
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