About Our Team

Meet Kaylie, founder and CEO of Finer Financials LLC. Since launching the firm in 2019, Kaylie has been the driving force behind its mission to bring clarity, confidence, and lasting success to small business owners. From discovery calls to onboarding and beyond, she ensures every client journey is smooth, intentional, and rooted in long-term vision.

 

Kaylie’s expertise runs deep. With a strong command of financial reporting, systems, and strategy, she helps business owners understand their numbers, empowering them to make informed decisions that drive growth. Her ability to simplify the complex is one of the many reasons clients trust her with their financial foundations.

 

As both a leader and mentor, Kaylie is deeply committed to the success of her clients and her team. She fosters a culture of excellence, collaboration, and ongoing improvement. With unmatched attention to detail and a comprehensive understanding of all the services Finer Financials provides, Kaylie is dedicated to helping businesses not just stay afloat, but truly thrive.

Meet Jason, co-leader of Finer Financials LLC and a foundational pillar of the firm's growth and innovation. With a strong background in business management and technology, Jason brings strategic insight and forward-thinking leadership to every aspect of the company. His ability to blend big-picture vision with operational precision keeps Finer Financials on the cutting edge of bookkeeping excellence.

 

Jason is known for his sharp problem-solving skills and calm, analytical approach. He specializes in complex bookkeeping clean-up projects, where his attention to detail and efficiency bring clarity and order to even the most disorganized records. His work not only restores financial accuracy but also sets clients up with systems that support long-term success.

 

Beyond the numbers, Jason thrives in building meaningful relationships. As a skilled networker, he connects with business owners, listens to their goals, and offers tailored support to help them move forward with confidence. Whether resolving challenges behind the scenes or offering guidance in client meetings, Jason’s dedication makes him a trusted partner in every financial journey.

Meet Sarah, the trusted advocate for both our clients and our team. As Account Manager at Finer Financials LLC, Sarah leads our recurring services with precision and care, ensuring every client receives consistent, high-quality support tailored to their unique needs. Her extensive background in corporate leadership, accounting, and bookkeeping allows her to bring a strategic, solutions-driven approach to every financial conversation.

 

Sarah excels at translating financial data into actionable insight. She walks clients through their reports with clarity and confidence, empowering them to understand their numbers and make informed decisions that support long-term growth. Her passion lies in helping business owners not just stay organized, but thrive with direction and purpose.

 

Internally, Sarah plays a vital role in mentoring the Finer Financials team. She reviews client accounts, refines workflows, and ensures smooth monthly and quarterly closes — all while creating an environment of collaboration, growth, and accountability. With Sarah at the helm of client success, both businesses and team members are equipped to excel.

Meet Katie, the calm behind the chaos. As our onboarding and clean-up specialist, Katie is often the first friendly face new clients meet. With a detail-oriented mindset and a steady, thoughtful approach, she transforms disorganized books into clear, accurate financial records that lay the foundation for long-term success.

 

Katie specializes in untangling months or even years of backlogged bookkeeping. Whether it's cleaning up undeposited funds, reconciling accounts, or sorting overdue payables and receivables, she thrives on restoring order and giving clients peace of mind. Her work ensures that your numbers not only make sense, but actually support the decisions you're making as a business owner.

 

Backed by years of experience in bookkeeping, data entry, and client service, Katie blends technical skill with a personal touch. She understands the pressure small business owners face and is passionate about creating clarity, confidence, and forward momentum in your financial journey. With Katie on your team, you're not just catching up, you're getting ahead.

Meet Allyson, the steady hand behind smooth payroll operations at Finer Financials. As our Executive Assistant, she specializes in guiding clients through every step of the payroll process, from onboarding employees and contractors to ensuring accurate and timely payroll runs that keep your team paid and your business compliant.

 

With certifications in both QuickBooks Online and Gusto, Allyson brings expertise and confidence to every payroll task. She works closely with clients to gather necessary documentation, manage schedules, file 1099s, and coordinate with tax professionals for year-end reporting, all while keeping things efficient and stress-free.

 

Beyond payroll, Allyson plays a key role in supporting the day-to-day operations of our growing firm. She leads discovery calls with new clients, manages internal and external communication, helps refine workflows, and jumps in wherever support is needed. Her resourceful nature and proactive mindset make her a reliable go-to for both clients and the team.

 

Allyson is passionate about building strong relationships and learning what makes each business unique. She takes pride in her work and is dedicated to delivering exceptional service that helps our clients feel confident, supported, and set up for success.