Our Services

Book See Financial empowers startups, scaling businesses, and mission-driven organizations through professional bookkeeping and tailored financial services.

With flexible pricing—offering flat costs for predictable services and hourly rates for additional support—we provide transparency and scalability. Whether streamlining operations or planning for growth, Book See is your trusted partner every step of the way.

Who we’re good for:

Values-Aligned Startups

We specialize in supporting mission-driven startups that align financial practices with their core values. Whether you're creating a worker-owned cooperative, building sustainable systems, or pursuing a socially responsible mission, we help you establish a solid financial foundation. Our expertise ensures you have the clarity and structure needed to grow responsibly while staying true to your vision.

Consultants & Teams

Our best work is with B2B Consultants, B2C Service-based Brick and Mortars, and E-Commerce. We love working with:

  • Programmers

  • Coaches

  • Marketing and communications agencies

  • Sustainability consultants

  • E-commerce shops

  • Non-profits

  • Schools

  • Farms

  • Art, Beauty, and Yoga studios

  • Food trucks & Cafes

From figuring out how to pay yourself, to comfortably and regularly clearing payroll for a team of 30. It’s less about the WHAT, and more about the HOW. Business is sacred. Budgets are moral documents. People matter. It’s possible to do work in the world that pulls a better future here for more of us; People, Planet, Profit. All three matter.

$100k-$5M/Year

For businesses in this revenue range, we provide tailored financial management that scales with your growth. From streamlining operations to tracking KPIs that matter, we help you optimize profitability, plan for growth, and navigate challenges with confidence. With Book See, you gain a trusted partner who ensures your financial health supports your next big leap.

We turn your financial data into a powerful decision-making tool. By identifying and tracking the key performance indicators (KPIs) that matter most to your business, we provide clear insights to guide your strategies. Whether you're assessing profitability, forecasting growth, or aligning with long-term goals, our data-driven approach ensures your decisions are informed, impactful, and rooted in measurable outcomes.

Data Driven Decision-Making

Pitch Us

Not sure you can afford us? From time to time, we partner with small businesses that share our mindset and mission. If we believe we can make a meaningful impact together, we’ll work with you within your budget. The catch? We need to truly understand what you do and the difference you’re striving to make in the world. If you’re passionate about your purpose, let’s talk—we might just be the right fit for each other.

  • "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