Who We Are

If you're ready to take your business to the next level and want a strategic partner who understands the intricacies of tax strategy and financial management, we are here to help.

Our Story

Because It’s Time To Empower Your Business and Your Bottom Line

At the heart of our mission lies a simple truth: small business owners excel in running their business but often encounter challenges with financial management and tax strategy. Recognizing this gap, we founded our firm with a singular purpose – to be the financial advocate that entrepreneurs desperately need.

Our journey began with our President, Kasey Green. A dedicated and experienced Enrolled Agent (EA) registered in all 50 states with over fifteen years of experience in the industry, establishing a reputation for providing expert financial guidance and unparalleled tax preparation services. She has a comprehensive understanding of tax laws and regulations, and stays up to date on the latest developments in the industry to provide the most accurate and effective tax preparation services.

Upon witnessing the immense potential of businesses ready to soar, yet weighed down by the complexities of taxes and financial strategy. This realization sparked a commitment to not just offer services, but to forge partnerships that drive real growth. We pride ourselves on a holistic, hands-on approach, offering personalized services that extend far beyond mere compliance.

Specializing in strategic tax planning and fractional CFO services, we are dedicated to ensuring that small business owners can focus on their passion – building an exceptional business. Our team brings expert tax strategies and financial guidance to the table, tailored specifically to your unique needs. We believe in maximizing savings, optimizing cash flow, and unlocking opportunities for expansion, all while ensuring compliance.

By choosing to partner with us, you're not just hiring a firm; you're gaining a dedicated advocate and growth partner committed to propelling your business towards its highest potential. Our promise is to be by your side, helping you navigate through financial intricacies with ease, growing your bottom line, and transforming challenges into opportunities for wealth and success.

Embrace this exhilarating journey towards financial empowerment with us. Let's conquer new heights together, optimizing your tax liabilities and fueling your business's growth. With our personalized attention, expert tax strategy, and comprehensive CFO support, the path to maximizing savings and achieving remarkable growth is clear. Focus on what you do best, and let us handle the rest.

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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