What We Do
and Why It Matters

We work alongside your team to bring consistency, structure, and visibility to your finances — every step of the way.

What Drives Us

“We believe business owners deserve financial clarity they can trust. That’s why we help growing companies build reliable systems, gain confidence in their numbers, and make better decisions for the future.”

Tailor Hartman

Founder & CEO

Our Core Behaviors

The principles that guide how we work, how we show up for our clients, and how we build trust every step of the way.

Exceptional Communication

This is where we stand out. We create trust, dispel anxieties, and build relationships with our clients and peers through great communication.

We believe work should fuel you, not drain you. We’re creating an environment where passion meets purpose, and success comes with a side of laughter and fulfillment!

Our clients are more than numbers, they’re our partners. We go beyond expectations to deliver insights, solve problems, and help them succeed at every stage of their journey..

We commit to learning, growing, and evolving by seeking feedback, experimenting with new ideas, and embracing challenges & change.

Who we are

We’re a team of experts with over 16 years of combined bookkeeping and accounting experience.

Tailor Hartman

Founder & CEO

Heather Mershon

Staff Accountant

Sherrine Taylor

Client Accounting Lead

Jackie O'Neil

Accounting Support

Jemima Duckworth

Admin & Ops Manager

Tessa Lickiss

Bookkeeping & Accounting Specialist

Seng Taylor

Staff Accountant

Trusted by 30+ Growing Companies

Supporting businesses running on NetSuite and QuickBooks.

Recognized Industry Leadership

Top 40 Under 40 CPA and Top 50 Modern Accounting Firm.

Built in Madison, Serving Nationwide

Helping businesses across the U.S. gain financial clarity.

Ready to Get Your
Finances on Track?

From fixing what’s broken to helping you plan ahead — we
build financial systems you can trust at every stage.

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