Bookkeeping with Insights

For business owners who want it handled. We take care of your monthly transactions, coding, and categorization while providing clean, accurate statements each month. We review your numbers with you regularly so you always know where you stand and your books stay useful all year long.

How it works:
  • Clear, consistent, professional bookkeeping working for your small business
  • BTN handles all your monthly transactions, coding, and categorization
  • Provide clean, accurate financial statements every month
  • Review your numbers with you regularly so you always know where you stand
  • Make sure your books are useful all year long

Schedule an Intro Call

Accounting Check-in

Best for those who handle their own books but want a expert eye on them. We meet 2-3 time per year to review and explain your statements, walkthrough your numbers, answer questions, and look for issues before they become real problems. You get the professional oversight without giving up control.

How it works:
  • Quick, focused, and designed to keep you moving in the right direction
  • We meet 2-3 times a year to review your financial statements
  • We walk through your numbers, explain what you’re seeing, and answer your questions
  • We catch issues before they become problems and help you spot opportunities you might miss
  • You get professional oversight without giving up control

Schedule an Intro Call

James Hasler headshot

“Financial success looks different for every business. At Beyond the Numbers we aim to learn what that means for you and help get you there.”

James Hasler
Founder, CEO

Meet our team
Ethan Brown headshot

“Our firm is unique in this day and time, we prefer in-person, face-to-face interaction with our clients, so trust is built easier on both ends.”

Ethan Brown
Accountant

Meet our team
Tina Reynolds headshot

“Sleep better knowing you have a TEAM of accounting professionals taking care of you and your business’s books”

Tina Reynolds
Senior Manager

Meet our team
Sarah Cordell headshot

“We do the accounting and bookkeeping, so you have time to focus on what you do best, running your business.”

Sarah Cordell
Senior Accountant

Meet our team

Let’s find what your books aren’t telling you.

Take 30 minutes for a free bookkeeping review. We’ll look at where things stand, answer your questions, and help you figure out whether an Accounting Check-In or Bookkeeping with Insights is the right fit. No charge, No obligation.

Schedule an Intro Call

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