accounting without the overwhelm

not your standard cpa firm

We’re a small, female-founded company that intimately understands the challenges of balancing a growing business with a myriad of other priorities. We also understand that unfortunately a lot of small businesses get overlooked by large CPA firms. But, that’s where we are different. We give small businesses the personal attention they both need and deserve.

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let's talk numbers

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what we offer

Our services are designed to support small business owners with clarity, confidence, and no extra fluff — so you can focus on what you do best.

bookkeeping

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tax preparation

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consultation

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frequently asked questions

  • Honestly as soon as you open your business (IMO). But really when you are generating consistent income and bookkeeping and finances are taking away from your core work aka what makes you money. If you feel like…

    • My CPA is asking me questions that I simply don't know the answer to

    • Bookkeeping as a concept is feeling overwhelming

    • You can’t confidently answer what your income was last month, what your biggest expense was or what your profit was

    Then it’s time to contact us!

  • To be honest, this is my nerdy accountant dream & not a deterrent AT ALL. Seriously love getting things cleaned up and on the right track.

    If your books are non-existent we will get ya setup on a good system.

  • We work on Quickbooks Online or Xero :)

  • Absolutely not! We only require 30 days written notice to discontinue. So if it's not for you or it’s not something your business can afford anymore, that’s okay :) We totally understand circumstances change. 

  • Of course!

INQUIRE

not ready for commitment?

Grab our DIY financial spreadsheet. Take charge of your finances effortlessly with all our all-in-one tax and bookkeeping solution.

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Black and white photo of the ocean with gentle waves and a cloudy sky - Carefully Counted on the Central Coast of California, based in San Luis Obispo.
Hands holding a MacBook Pro displaying Carefully Counted's DIY financial dashboard with charts and figures against a cloudy sky background.