About Our Team

Meet Kaylie, the dynamic founder of Finer Financials LLC, leading the charge since 2019. From initial meetings to seamless onboarding, Kaylie ensures every client journey is marked by clarity and ease. Fueled by her passion to see business owners thrive, she lays strong foundations in our clients' processes, setting the stage for lasting success.

 

Kaylie's expertise extends beyond surface-level support; she dives deep into reporting, guiding clients through the intricacies of their numbers with precision and clarity. 

 

Committed to the growth of both our clients and team members, Kaylie invests wholeheartedly, fostering a culture of collaboration and excellence. With her unmatched attention to detail and comprehensive knowledge across all our services, Kaylie is dedicated to unlocking the full potential of every business we serve.

Meet Jason, the driving force behind Finer Financials LLC, spearheading our journey towards excellence in financial management. With a keen eye for business growth and a visionary mindset, he navigates our company towards success. His profound experience in business management and technology ensures that Finer Financials remains at the forefront on innovation.

 

Jason's troubleshooting skills and problem-solving abilities are unparalleled, swiftly overcoming any challenges that come our way. His detailed and efficient bookkeeping clean-up skills ensure the utmost accuracy and clarity in our clients' financial records.

 

A master networker, Jason fosters valuable connections with business owners, dedicated to helping them achieve their goals and flourish in their endeavors.

Meet Sarah, our clients’ advocate. As the Account Manager at Finer Financials LLC, Sarah oversees recurring services and the details of financial reporting, ensuring that each client receives a personalized experience. With a diverse background in corporate leadership, accounting, and bookkeeping, she brings a strategic, solutions-oriented approach to financial management. She loves helping small businesses gain financial clarity and stay on track for long-term success.

 

Sarah is passionate about helping clients understand their reports, empowering them to make informed decisions with confidence. As a skilled bookkeeper and mentor, she also supports the Finer Financials team by reviewing client accounts, streamlining workflows, and ensuring efficient monthly and quarterly closes. Her leadership and expertise help both clients and team members thrive.