Save time. Gain financial insights. Drive growth.

data-driven Bookkeeping for service-based small businesses and nonprofits

Book your free discovery call

What we offer

Core

Foundational support to keep your books accurate, clean, and organized.

Monthly bookkeeping
Monthly reconciliation
Monthly financial reports
Quarterly financial reviews
Audit support (only for nonprofits)

Standard

Enhanced clarity and payroll support to strengthen your financial operations.

All services included in "Core"
Payroll management via Gusto

Premium

Full-service support with proactive financial guidance and financial operations.

All services included in "Standard"
Invoicing services
Bill pay services
Monthly financial reviews

How it works

Intro call

We'll schedule a 30 minute chat about your business goals, challenges, and bookkeeping needs

Tailored quote

You'll receive a quote based on a review of your books, systems, and needs

Signing and onboarding

After signing, we'll update your books and systems for maximum efficiency

Ongoing services

We'll manage your financial affairs with consistency and care

Periodic check-ins

Depending on your subscription, we'll meet monthly or quarterly for financial reviews and improvements

Book your free discovery call

Hear from others

just like you...

Juliette N.B.

"Zoe helped me make key decisions for improving my book keeping like researching what software to use for my online book keeping. She helped set up the system and categorize my expenses. What I really liked is that she taught me how I could categorize my expenses myself so when my time with her is done, I can do it on my own."

Kristin M., CPA

"As a practicing CPA, I have mentored and trained a lot of bookkeepers, and Zoe is one of the best! Zoe is professional, organized, and thoughtful. I would highly recommend using Zoe's services."

Data-driven approach

Get a clearer understanding of your data to make better business decisions.

Book your free discovery call

Hyper-efficient

Gain time to focus on your business and financial goals.

Book your free discovery call

Integrity you can count on

Move forward with a trusted, transparent, and reliable partner by your side.

Book your free discovery call

No retainer fees or long-term contracts

Our monthly subscription pricing is based on your revenue and complexity—designed for fairness, scalability, and growth. Cancel with five days' notice before the month's end. Hourly support is available for consultative work only.

Book your free discovery call

Meet your new bookkeeper

Zoe Gershuny

Founder of Finrise, Xero and Gusto certified

Zoe Gershuny turns bookkeeping into a strategic asset. She helps service-based small businesses and nonprofits save time, gain financial clarity, and make data-informed decisions that drive growth.

With over a decade of experience as a data expert, Zoe understands how crucial clean books and clear processes are in making better decisions that lead to real savings. She helps clients build dependable systems that they can trust. Her favorite part of bookkeeping is uncovering the story behind the numbers—and helping clients use that story to grow their business with confidence.

About Finrise

Small business finances can be stressful and complex—and Zoe knows that firsthand. After turning a baseball card hobby into a micro-business, her sales were strong, but her bank account told a different story. Feeling stressed and overwhelmed, she decided to listen to the data and take control of her finances.

Finrise is built on this understanding of the power of financial clarity—not just for profitability, but also for peace of mind. Zoe knew other people might benefit from this kind of help. Who doesn't want to save time and feel in control again? More time allows people to reinvest in their organization or enjoy a healthier work-life balance. After all, time isn't just money—it's freedom.

Frequently asked questions

I’m not a service-based business nor a nonprofit. Can you help me?

Yes! We support product-based businesses and have experience across a range of industries. No matter the sector, our clients save time, gain financial clarity, and grow.

I don’t see the exact support I need listed. Can you still help?

Most likely yes! We have included separate projects such as filing 1099s, audit support, and customized reports. Let's chat more about your needs and we'll customize the quote for you.

Do you offer tax services?

We work closely with your tax professional to answer questions and prepare financial reports. If you don't have one, we can refer you to several preferred partners. By collaborating with your tax partner, we ensure a system of checks and balances that helps identify and rectify errors, ensuring smooth progress toward your financial goals.

What are your data security policies?

Cybersecurity is a top priority for us. Our stringent policies include:

Implementing strong passwords and two-factor authentication (2FA) for all staff
Utilizing tools compliant with industry standards such as AICPA SOC2, CCPA, and more
Employing secure methods for sharing sensitive documents, including personal identifying information

How much do your monthly services cost?

Clients taking full advantage of our offerings invest on average 4% of their annual revenue in our premium bookkeeping services, financial insights, and the tools to grow their business confidently.

I’m not quite ready for a monthly bookkeeper. Can you still help me?

Absolutely! We offer various services tailored to your needs, including financial analysis, training, and assistance setting up and updating accounting systems. We're here to support you every step of the way, from building a strong foundation to achieving your financial aspirations.

How do I get started?

Ready to start working toward your financial goals? Just schedule your discovery call below—we're excited to learn more about your business and how we can help.