We are leaders in
Helping nonprofit and service-based organizations stay compliant and transparent with
strategic accounting and reporting solutions.
Helping nonprofit and service-based organizations stay compliant and transparent with
strategic accounting and reporting solutions.
Let’s start now

Turn-Key Processes

We've got our systems down to a science. Hop in and enjoy the ride!

Financial Accountability

It's in our tagline! Staying accountable means transparency within and outside of your organization.

Tailored Solutions

There's no one-size-fits-all plan. That's why your business or organization will receive quality care that no other firm can duplicate.

A little more about our firm...

Open Books Financial is a virtual accounting & tax firm. We pay close attention and care to your books. Believe it or not, we get a kick out of the small, mundane tasks that many non-profits and entrepreneurs want nothing to do with. With continued education being top priority, we are always looking for ways to improve not only our practice, but to pass that knowledge to our clients.

All inclusive SOLUTIONS that make sense..

Why choose us to keep you accountable?

We focus on the value-added services. Everything we do for you is meant to educate and uplift you and your business to new heights!

Onboarding Made Easy.

Step 1:

Hop on our calendar to schedule your FREE discovery call. This is where we do most of the listening to understand your problems and pain points. All the while, we're calculating solutions tailored to your business.

Step 2:

We'll hit the drawing board together, crafting a unique solution that suits your needs! We'll draft it up in an engagement letter.

Step 3:

After signing your engagement letter, you are now subscribed with full access to our firm. Services begin as soon as 24 hours after an approved letter.

Clients say about us

A Few of Our Favorites

We're proud to share our partners who make cloud accounting possible!

Frequently Asked Questions

We do! We typically prepare taxes for year-round bookkeeping clients, but we do have limited space for individual tax preparation. Check back in January!
We like to communicate at least 4x per month with our clients. We like to keep tabs on any changes within the business or organization. We can better advise our clients this way.
Bookkeeping begins at $350 per month. Individual tax preparation for non-clients begins at $125. That said, all services can be packaged. Contact us for a custom quote.
Clients can ask questions, within the scope of our engagement, in the client portal as often as needed. Non-clients will need to submit questions via our calendly.com/openbooksfinancial portal underneath Quick Question. This a la carte service has a $20/question fee.
No, thanks! Let's keep it in the cloud, shall we?


Proud Cloud Accountants!

Quickbooks Cleanups

..and counting!

Happy Clients

We keep it light.

Check out our latest blog posts. Stay current!