Where Purpose Meets Profit: Smarter Finances, Bigger Impact

We support Business Owner and Worker Owned Co-op teams who seek to drive positive change in the world. At BookSee, we deliver clarity. We do this by providing timely, complete, and accurate financials. We collaborate with you to produce data-driven, futurecasted, legacy-plan minded option sets. We help implement more supportive operational workflows for your team. We call out red-flags when we see them. We aim to help our client groups thrive by helping shape healthier, more profitable, more collaborative, and more impactful businesses. 

We manage back end financials and facilitate smooth collaboration with your tax pro, certified financial planner, or other strategic advisors in order to free you up to focus on the joyful parts of business and life.

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Beyond Bookkeeping

Start-up Guidance

Business Owner 101 is all the tactical and back-end up-skilling so that you handle funds above board from day one, know how to pay yourself and develop comfort and confidence with reading financial statements.

It’s being able to know enough about what you should be seeing in the books so that you can identify issues easily when you eventually hand-off the back-end management to another collaborator or employee.

It’s making sure you’re registered with the proper State and Federal agencies, that you have your tax budget built into your planning from day one, and that you have basic internal controls and documents in place so that you’re protected and armored up as the business begins to scale.

Cashflow Strategy

Cashflow management is the number one challenge for most businesses, especially when revenue is seasonal or gets paid out in large lump-sums and contract milestones.

We lean-in heavily on benchmarking Gross Profit margins against your industry's top performers to make sure the wind is in your sales and then use the Profit First Methodology to lean into monthly or weekly cashflow forecasting so that we can adapt to and/or avert tightness months before it arrives.

The goal is that we help you manage cashflow months in advance so that you’re at ease, rather than scrambling or waiting for a check to clear every payroll. 

Legacy Planning

What’s your exit strategy and what's meaningful for you?

How much do you need in order to fund your next stage in life whether it’s in the next 3 or 10 years?

Are you okay seller financing for a slower payout and transitioning your business legacy to your team as worker owners, dramatically improving their lives forever, OR do you want to sell discretely to a 3rd party for a higher payout? Do you know and have you addressed the top detractors in sales price?

Exit Planning is a way of doing business so that you’re always ready. You’re as smooth, profitable, and impactful as possible, and always ready for what’s next. 

  • "BSFG has always worked to accommodate my company’s specific needs, laying out my financial progress in ways that are easy to digest. If there is ever a question or immediate concern or request, they are prompt and thorough in their response. Our meetings are informative and clear in laying out my business’ successes and areas of concern, and there is always room for questions and answers to things I might not understand. I honestly don’t know where my business would be without the support of Book See Financial Group, and I mention to people on the regular how fortunate I feel to have such trust in a great service and provider in Shannon.

    Joshua, Founder/Owner

    Out of Step Clay

  • “Shannon is by far the most organized, detail-oriented, and driven individual I have ever worked with. She has the ability to bring enthusiasm to even the most mundane tasks, making her a joy to be around.”

    Carrie, Founder/Owner

    Creating Clarity Accounting

  • Shannon has not only revitalized our business operations but has also been instrumental in helping Rhizome achieve healthier financial goals. She's taken charge of organizing our books in a manner that made our profits and spending allocations make more sense, enabling us to generate better insights with greater ease. She has also designed several a new workflows that have improved our efficiency and profitability, taking a holistic approach to identifying areas for improvement. Her strategic insights have guided us to substantially improve margins, year over year, while simultaneously investing into business infrastructure and R&D. She would undoubtedly be an asset to any team.

    Jen, Founder/Creative Director

    The Rhizome Collaborative

  • "Book See Financial has given my business the tools and support to focus on my growth and wellness of my real passion as a hairdresser. The visual tools and reports used explain clearly the direction of my salon in a way I comprehend. The freedom of knowing my finances are in capable hands is immeasurable. The personal attention to detail is beyond any other bookkeeping service available. Shannon is one of the major keys to my success. I could not recommend her more."

    Nikki, Founder/Owner

    Tinta Salon

  • "There are not enough words to describe the professionalism and hard work of Book See Financial. If I could, I would add more than 5 stars."

    Yael, Principal

    Product development firm