ABOUT

Evolved Finance is a bookkeeping and business education company dedicated to helping online entrepreneurs create profitable and healthy businesses. Founded in 2010, Evolved Finance began as a small, boutique bookkeeping firm and is now the go-to financial team for some of the most successful and well-known online businesses in the industry. Our focus on serving online entrepreneurs has allowed us to provide a customer focused bookkeeping experience that goes beyond just preparing for tax season.

Evolved Finance is a bookkeeping and business education company dedicated to helping online entrepreneurs create profitable and healthy businesses. Founded in 2010, Evolved Finance began as a small, boutique bookkeeping firm and is now the go-to financial team for some of the most successful and well-known online businesses in the industry. Our focus on serving online entrepreneurs has allowed us to provide a customer focused bookkeeping experience that goes beyond just preparing for tax season.

WHAT YOU SHOULD KNOW ABOUT US

  1. We’ve built our financial expertise around online businesses and have spent years learning what makes them tick. Because of this, our systems and processes are tailored to ensure our customer’s books are not only accurate but easy to interpret and analyze.
  2. Our bookkeeping service has grown primarily through word of mouth. We have always felt that if we take care of our customers by consistently delivering industry leading bookkeeping and business advice, they’ll be our best marketing asset. We’ve been fortunate that this has been the case and are grateful that our customers love what we do for them.
  3. We don’t believe that finance should be complicated for online businesses. With organized and accurate financial data, the numbers become drastically easier to understand and analyze, especially with the right financial foundation put into place.
  4. We don’t outsource our team. Everyone at Evolved Finance is an employee of the company and working in the US. Some bookkeeping companies are fine outsourcing their work to contractors (many times outside of the US), but at Evolved Finance, we’re dedicated to building a team of financial professionals who are accountable for the work they do for our customers.
  5. We believe in following through on our promises. Many of our customers have had frustrating experiences getting their previous bookkeepers to finish their work on time. At Evolved Finance, when we promise to get work done by a certain time, we deliver. In fact, our entire internal operations revolve around proactively working with our customers to get their books done on time.

EVOLVED FINANCE TEAM

COREY WHITAKER
Co-Founder & Partner

PARKER STEVENSON
Partner

ANNA WHITAKER

Co-Founder

SUSAN ODLE

Bookkeeping Lead

DAVID CALLAHAN

Account Manager & Bookkeeper

WENDY SCHAWANG

Account Manager & Bookkeeper

DANA STEELE

Bookkeeping Specialist

BENJI LECOMPTE

Bookkeeping Support Specialist