Grow Your Dollar

Discover a richer future with strategies crafted just for YOU at Figured Out Finance.

Cash Flow Surge

Fuel your growth with strategic cash management that puts more money in your motion.

Keep What's Yours: Save Big on Taxes

Slash your tax bill and celebrate bigger savings with our smart, tailored tax strategies.

Insights, Not Jargon

Turn complexity into clarity with our straightforward financial insights that make sense.

Finances You Can Understand. Professionals You Can Trust.

Because It’s Time To Grow Your Business and Your Bank Account.

At Figured Out Finance, we are more than just numbers and spreadsheets. We are your dedicated partners in navigating the complex world of finances, tax and bookkeeping. With a passion for accuracy, a commitment to excellence and client-centric approach, we take pride providing exceptional customer support and customized solutions.

Whether you're a startup aiming to establish a solid financial foundation or an established enterprise looking to streamline operations, your success is our success, and we're here to support you every step of the way.

  • FREE Financial Assessment of Your Accounting Books OR

  • FREE Tax Strategy Session to Find Hidden Savings.

Simplify. Strategize. Save

Flip The Script on Financial Growth

Gone are the days when managing taxes, fostering business growth, and streamlining accounting were a headache you're left managing alone. We've got it all under one roof, and we're making it as straightforward as can be.

Our Philosophy

Your wealth isn’t just about saving on taxes (though we’re pretty great at that, too). It's about getting your financial house in order—accounting, bookkeeping, you name it. We’re here to clear the fog and find the opportunities that really count.

Our Method

Think of us as your year-round financial advocates. Our Advisory Services aren’t just a once-over; we're here to strategize, optimize, and personalize. Every move we make together is about boosting your bottom line—and growing your business.

Our Services

Beyond keeping your books spotless, your business finances on point and saving you the maximum every tax season, we start with a detailed assessment, unlocking strategies that safeguard and grow your wealth. With Figured Out Finance, it’s not just about saving on taxes or handing over a P&L—it’s about enriching your entire financial journey.

Simplify. Strategize. Save

No Complicated Reports, No Constant Chasing Down A CPA, No Compromise.

Just Solutions.

Accounting: More Than Just Numbers

Dive into the clear, insightful world of accounting with us. We’re here to transform your financial data from a maze of numbers into a clear narrative that guides your business decisions. Financial statements and ledgers become tools for growth, not just compliance. It’s about understanding your business better and spotting opportunities for success.

We're all about ensuring your day-to-day transactions are tracked meticulously. From managing invoices to reconciling bank statements, we handle the details, so you can focus on the big picture.

Tax Strategy, Preparation, and Filing: Maximizing Your Savings, Minimizing Your Stress

Unlock strategic tax advantages and seamless filing with our bespoke tax services. Our expert team navigates the complexities of tax planning, preparation, and filing, ensuring you benefit from every available saving and stay compliant with the latest regulations. We're more than just tax preparers; we're your strategic allies in optimizing your tax position, reducing your burden, and supporting your business's financial health and growth. Let us transform tax season from a stress point into a strategic advantage, helping your business move forward with confidence and clarity.

Business Advisory and Strategy: Custom Strategies for Real Growth

Power up your business’s growth and ensure your cash flow is in prime condition with our targeted strategies. We dive into the heart of your business, identifying opportunities to boost revenue, optimize expenses, and keep your cash flow healthy and robust. Our approach is tailored to your specific needs, ensuring we’re not just advisors but partners in driving your business forward. Whether it’s expanding operations, entering new markets, or simply improving your financial efficiency, we’re here to make sure your business isn’t just running, but thriving

Audit & Assurance: Peace of Mind, Delivered

Step confidently into financial transparency with our audit and assurance services. We ensure your records are accurate and compliant, providing peace of mind for you and your stakeholders. Consider it a health check for your finances, setting the stage for solid decisions and future growth.

IRS Problem or Audit Resolution: Your Tax Troubles, Solved

Facing off with the IRS? No worries, we’ve got your back. Our team steps up to smooth things out, turning those tax tangles into resolved wins. With our know-how, you’ll be back on track before you know it, ready to take on the world with one less worry.

Payroll: Simplifying Success

Forget the payroll stress. Our approach means every paycheck is precise, on time, and without hassle. We handle the details, from wages to benefits, so you can focus on the bigger picture. It’s payroll with a emade seamless, ensuring a happy team and a focused you.

Because It’s Time To Grow Your Business and Your Bank Account.

We Are Here To Help You Get Your Financial Share Of The Pie


Average Return On Investment


Average Client Tax Savings


Successfully Reconciled Books

Unlock Your Potential: Claim Your FREE Financial Assessment!

Dive into a clearer financial future with our FREE Financial Assessment of Your Accounting Books. It’s your first step towards streamlined success, uncovering opportunities to enhance your financial health and drive business growth. Don’t miss out on this chance to see your numbers in a new light—completely on us.

Discover Hidden Savings: Get Your FREE Tax Strategy Session

Ready to uncover savings you didn’t know existed? Claim your FREE Tax Strategy Session today and let’s reveal the hidden opportunities within your tax situation. This is your moment to transform your tax strategy and keep more of your hard-earned money. It’s time to strategize, save, and succeed—with zero commitment.

Are We A Fit?

  • Are you a freelancer, contractor, or business owner, no matter the size of your income?

  • Seeking ways to reduce your tax bill and optimize your financial performance

  • Interested in exploring our bookkeeping, accounting, and tax planning services

  • Ready to embrace year-round guidance for your financial growth?


Our First Virtual Meet-up

We'll dive into:

  • Your unique financial situation

  • What sets our approach apart

  • The value we bring

  • Any questions you have


Tailoring Your Financial Strategy

  • We craft a bespoke strategy that aligns with your goals, covering tax, accounting, and business advising.

  • We conduct a deep dive to ensure our plan maximizes your financial efficiency.

  • We’ll walk you through the strategies, discussing each one's advantages and implementation.

  • Here's some stuff

Hear What Our Clients Say

Customer Excellence is Our Daily Driver & Constant Measure of Success

Natalie Michaels

Figured Out and Kasey are true lifesavers! When I started my photography business, I felt overwhelmed with all the business setup, accounting, and tax questions. Thankfully, Kasey is there every step of the way, providing invaluable support and expertise. As I grow, Kasey continues to amaze me. She meticulously reviews my KPIs and helps me increase my cash flow and bottom line.

Emilee & Tyler Sharp

Kasey has been a game-changer for me, thanks to Kasey's expertise in business and taxes. The stress of quarterly payments used to weigh me down, but Kasey takes that worry off my plate. Her mind-blowing skills in handling taxes and optimizing my situation have truly impressed me. Figured Out is the place to go for all your accounting needs—I highly recommend them.

Kim Wexler

Her expertise in finding customized solutions to maximize deductions and ensure compliance is truly impressive. What sets her apart is her exceptional ability to break down complex tax concepts in a way that's easy to understand. Working with Kasey is a breeze—she's responsive, reliable, and always goes above and beyond to address any questions or concerns.

Jackson Owens

I can't express enough gratitude to Kasey for helping me sort out my taxes across multiple businesses as I transition into semi-retirement. Her optimization of my tax situation and her invaluable expertise have been a tremendous help. The stress-free process, thanks to her clear explanations of complex concepts, has been a relief. For professional and reliable tax assistance, I highly recommend Figured Out.

NATP Member

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