Save time. Gain financial insights. Drive growth.

DATA-DRIVEN ACCOUNTING FOR SERVICE-BASED SMALL BUSINESSES AND NONPROFITS

Our Services

Core

Foundational support to keep your books accurate, organized, and ready for audit or tax season.

  Monthly bookkeeping

  Monthly reconciliation

  Monthly financial reports

  Quarterly financial reviews

  Audit support (nonprofits only)

Standard

Enhanced clarity and payroll support to strengthen your financial systems and daily operations.

  All services included in Core

  Payroll management via Gusto

  Quarterly KPIs snapshot

Premium

Full-service support with proactive financial guidance and operations so you can focus on growth.

  All services included in Standard

  Invoicing & bill pay services

  Monthly financial reviews & KPIs

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.

Hear From Others Like You

  • "Zoe helped me make key decisions for improving my bookkeeping, like researching what accounting software to use. She helped set up the system and categorize my expenses. 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."

    Juliette N.B., Business Owner

  • "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."



    Kristin M., CPA

Read Our Google Reviews
A pair of hands holding a pencil points to a couple of data charts

Data-Driven Approach

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

Hyper-Efficient

Gain time to focus on your business and financial goals.

Integrity You Can Count On

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

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.

A photo of Zoe Gershuny, CEO & Founder of Finrise, sitting at a table with her hands folded, smiling at the camera.

Meet your new accountant

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

  • 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.

  • 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.

  • 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.

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

    1. Implementing strong passwords, Bitdefender protection, and two-factor authentication (2FA) for all staff

    2. Utilizing tools and platforms like Canopy that meet industry standards such as AICPA SOC2, CCPA, and more

    3. Employing secure methods for sharing sensitive documents, including personal identifying information

  • Clients taking full advantage of our offerings invest an average 3% of their annual revenue in our premium accounting services, financial insights, and the tools to grow their business confidently.

  • 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.

  • 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.