The people behind your books
Meet Us
We're a small, dedicated team that treats every client's finances with the same care we'd give our own.
Co-Founder
Dave
Would you rather spend your time growing your business — or crunching numbers? If your answer is “growing your business,” you’re in the right place. At Peace of Mind Financials, we specialize in taking bookkeeping and financial reporting off your plate so you can focus on what you do best: serving your customers and building new revenue streams. I’m a CPA with over 20 years of experience in accounting, auditing, and internal controls. My passion is helping business owners make smarter, data-driven decisions by delivering accurate, timely financial insights. Whether you're just starting out or scaling up, I’ll help you stay organized, compliant, and confident in your numbers — so you can lead your business with clarity. Let’s work together to turn your financial data into your most powerful business tool! Please email me at [email protected]
Co-Founder
Jonathan
With 21 years of accounting and bookkeeping expertise, I help small and medium businesses save money and get back 120 hours of their time per year to focus on what really matters. I help business owners get their bookkeeping system working for them. Whether it's sorting out the past, bringing order to the present, or using your financial results to plan for the future, I'll make sure you always have a clear picture of where your business stands and where it's headed. Think of me as your financial partner, helping you make confident decisions and build a stronger, more profitable future.
Ready to work with us?
We'd love to learn about your business and show you what peace of mind really feels like.