Your Numbers - Managed Holistically

Your one-stop solution for bookkeeping, accounting, tax, and advisory services.

Does accounting always feel reactive?

When functions are not on the same page, it can always feel like you are behind the eight ball. If you routinely feel like you are putting out fires instead of planning for the future, you are likely in a reactive state.

Do you lose sleep about big decisions?

When you don't have a firm grasp on your numbers, big decisions like hiring a new employee can feel almost impossible to make. Instead of having confidence about your cash position, you are nervous to take calculated risks that are critical to growing your business.

Do you dread "accounting" days?

When you are running a business, taking the time to write checks and go over tedious numbers can be a drain. After all, they aren't income-producing activities, and this isn't why you got into this business.

The Problem:
Fragmented Accounting

When bookkeeping, accounting, tax, and advisory services are not on the same page, business is harder than it should be. 

Holos is Different

We only provide the solutions you need. We can do as much or as little as you need to make your numbers work for you.

Accounting

Your accounting and bookkeeping functions can work hand-in-hand, so you have less to manage and you have timely financials.

Bookkeeping

Once you have solid accounting in place, your bookkeeping can be prepared as often as weekly, so that your numbers are always in good order.

Tax

When your accounting and tax functions are connected, you have more opportunities for creativity and savings!

Advisory

Finally, a holistic solution that knows your business and provides custom advice so that you hit your goals!

Schedule A Call

Discover how our solutions are customized to you and your business' needs.

Before HOLOS

With how big your business is, and seemingly how uncomplicated it should be… your numbers never feel “right.” You spend more time on accounting than you’d like to. And it’s unclear when your situation will ever change. 

Instead of smooth sailing, you feel like accounting is grinding gears.

With Holos

You will enjoy a complete, holistic solution for your financial needs. This will not only simplify how you relate to your numbers, but you will also ensure that all your finances are aligned and working toward the same goals. 

No more juggling financial functions. No more worrying if everyone is on the same page.  Enjoy peace of mind and clarity in your business.

Your Finances,
Managed Well

We don't just crunch numbers. We help you develop a firm foundation and a holistic view of your finances, so that you have greater confidence and understanding in your business.

About Us

HOLOS aims to revolutionize the approach small business owners take towards accounting, tax, and advisory functions.

Traditionally, business owners often handle their accounting and tax responsibilities piecemeal. Unfortunately, this results in a fragmented process where owners must lead and integrate these disparate elements themselves. This method can be inefficient and stressful, especially for those without extensive financial expertise.

The HOLOS approach, inspired by its name’s Greek origin meaning “whole” or “complete,” offers a holistic solution.

Learn more about how our holistic approach to your business' finances can save you time, money, and stress. Schedule your call with a member of our team, below.