Our Vision Simplifying Finances
Streamlined
Solutions
Your All-in-One Solution for Bookkeeping and Financial Automation
for Growing Businesses
"The Premier Partner for Startup and Small Business Finances"
Who We Are
Our expert accountants, strategic advisors, and bookkeepers provide a streamlined approach to building a resilient financial foundation tailored to your business needs. From small teams just starting out to fast-growing businesses, we empower startups and small businesses to thrive at every stage
We work with startups, small businesses, and social entrepreneurs with tailored accounting expertise for growth and impact with unique financial needs
Startups:
We help startups establish a solid financial foundation through expert bookkeeping, comprehensive finance stack setup, cash sweep accounts, and scalable success strategies.
Social Entrepreneurs:
Supporting your social impact journey with stress-free compliance, automated processes, strategic insights, and reliable financial management services.
Professional Services:
Empowering strategists, advisors, and facilitators by managing finances to ensure financial health, sustainability, and focus on impactful missions.

Founder & CEO of Capri Accounting
We work with startups, small businesses, and social entrepreneurs with tailored accounting expertise for growth and impact with unique financial needs

Social Entrepreneurs
While You Drive Social Impact, We’ll Keep Your Financials in Check.
- Empowering Social Entrepreneurs
- Stress-Free Compliance
- Automated Processes
- Strategic Insights
- Reliable Support
Social Entrepreneurs
While You Drive Social Impact, We’ll Keep Your Financials in Check.

Professional Services
As a strategist, advisor, or professional facilitator, you are driven by meaningful work. Our strategic advisory and bookkeeping services empower you to focus on your mission while ensuring financial health and sustainability. Let us manage your finances so you can thrive
Professional Services
As a strategist, advisor, or professional facilitator, you are driven by meaningful work. Our strategic advisory and bookkeeping services empower you to focus on your mission while ensuring financial health and sustainability. Let us manage your finances so you can thrive
We work with startups, small businesses, and social entrepreneurs with tailored accounting expertise for growth and impact with unique financial needs

Comprehensive Monthly Reporting
Timely delivery of your business reports each month ensures you stay informed and empowered to make strategic decisions.
- Balance sheet for each month
- Monthly profit and loss reports
- Payroll Management
- Access your reports with ease using our PC interface or mobile app.
Comprehensive Monthly Reporting
Timely delivery of your business reports each month ensures you stay informed and empowered to make strategic decisions.

Comprehensive Insights into Your Business's Financial Data
Weekly Digital Expense Reconciliation and Financial Reporting for Clear Visibility into Your Business's Financial Health
- Monthly Profit and Revenue Trend Analysis
- Interactive Dashboard for Tracking Major Expenses
- Convenient Mobile App Access to Your Financial Data
Comprehensive Insights into Your Business's Financial Data
Weekly Digital Expense Reconciliation and Financial Reporting for Clear Visibility into Your Business's Financial Health

Complete Online Bookkeeping Solution
As a strategist, advisor, or professional facilitator, you are driven by meaningful work. Our strategic advisory and bookkeeping services empower you to focus on your mission while ensuring financial health and sustainability. Let us manage your finances so you can thrive
Complete Online Bookkeeping Solution
As a strategist, advisor, or professional facilitator, you are driven by meaningful work. Our strategic advisory and bookkeeping services empower you to focus on your mission while ensuring financial health and sustainability. Let us manage your finances so you can thrive

Create Meaningful Experiences for employees
we simplify payroll management for your business, ensuring accurate employee compensation, compliance with regulations, and seamless integration with your financial records. Here’s how we manage your payroll:.
Securely connect your bank, credit cards, and business tools to our system. Ensuring a customized approach to meet your bookkeeping needs while laying the foundation for precise and accurate financial records.
READ MORESystem categorizes your transactions accurately using years of bookkeeping expertise.
Read moreCommunicate directly with our team through our user-friendly portal. Ask questions, provide feedback, and address any outstanding items needed to finalize your books each month—keeping you informed and involved.
Read moreWe reconciles your accounts and delivers monthly financial reports, including Profit & Loss, Balance Sheet, and Cash Flow statements, giving you a clear picture of your financial health.
Read more

Chloe Savannah
Senior Manager of Excel Solution
Ethan Sebastian
Senior Manager of Excel Solution