More Than Numbers: Crafting Stories

Empowering Entrepreneurs to Understand, Use and Grow the Financial Story of Their Businesses

Crafting Stories from Chaos

Imagine- starting a business is like embarking on a treasure hunt. But wait, instead of a map, you're handed a stack of tax forms, a cloud of confusion, and a ticking clock. Who has the time or patience for that?

When it comes to starting a business and making important financial decisions, it can be challenging to navigate the complex waters by yourself. 

That's why having someone like me in your corner can make all the difference. I am so much more than just your average accountant - your trusted partner, your CFO, who can help guide you through the storm and ensure you stay on course. 

This way, you can focus on achieving the business success you dream of, all while being confident in your financial decision-making in your professional and personal life.

Guidance Beyond the Numbers

Tired of taking on all of the financial responsibilities? Concentrate on growing your business and doing what you do best. Let me handle the rest.

Navigating Business Start-up

New business owners often face confusion and quickly get overwhelmed when it comes to setting up their business ventures. They need assistance when it comes to understanding and navigating the legal and financial aspects of business formation.

Managing Accounting and Bookkeeping

Small business owners, especially those who are more focused on their core areas of expertise, need help maintaining accurate and organized financial records. The intricacies of bookkeeping can often be very time-consuming and daunting.

Financial Planning and Budgeting

Developing a comprehensive business budget and financial plan is a heavy task for entrepreneurs who are not well-versed in the world of financial management. They may need an expert in numbers when it comes to making informed financial decisions.

Allison Preston's journey began with a courageous decision to pursue her passion for personalized financial care. She transitioned from the traditional accounting world, after she realized her true calling- the client-facing side, forming meaningful connections with small business owners. Her leap of faith led to the birth of Allison Preston, CPA, where she daily combines her expertise of the financial world with genuine care, to ultimately empower small businesses to flourish.

  •  Proactive, forward-thinking planner

  •  Attentive to the little details while always aware of the big financial picture

  • Good communicator, constantly striving to provide clients with informative financial data

More than a CPA, a Partner

Ready to Learn the Story of Your Numbers?

  • Discuss your business, financial goals, pain points, and aspirations.

  • Allison will craft a personalized financial strategy tailored to your business. This strategy will outline the services, recommendations, and solutions best suited for your goals.

  • Allison will handle the intricate financial tasks, including bookkeeping, tax preparation, and more, so you can focus on your core business functions while knowing that your finances are in capable hands.

  • Periodically, we will schedule check-ins to review your financial progress and answer any questions. Allison's expertise and guidance will benefit you in making informed financial decisions, seizing opportunities, and navigating challenges.

  • Enjoy a continuous partnership where we witness the growth that stems from our partnership - celebrating milestones and successes built on trust, expertise, and shared achievements.

Client Stories

  • Katie

    Allison has been a game-changer for my nutrition business and personal finances. Her expertise and dedication are unmatched. She's not just an accountant; she's a financial partner who simplifies complex concepts and genuinely cares about my success. Thanks to Allison, I'm on the path to becoming debt-free, a dream come true. I highly recommend her!

  • Keatyn

    FACTS: I could not run my business without Allison. She is by far the best hire I've ever made. I hate math, and she ensures I don't have to think one second about it. We are 4 years into business together and I pray she's with this team forever because life would be so much harder without her input and efforts.

  • Lindsey

    Working with Allison has been amazing. She is pleasurable, positive and very knowledgeable. Allison always has always has super fast responses to any questions I have and great advice. Would recommend her to anyone!

Message From Allison

Hi there! I'm Allison Preston, and I'm not your average CPA. I'm your virtual CFO, financial partner, and confidante all in one. My journey into the world of numbers took an unexpected turn the day I realized what it’s all about—it's about individuals and their aspirations. I'm here to help you transform your business and its financial goals into reality.

As a mother, business aficionado, and certified CPA, I understand the intricate balance required for you to pursue your passions. Having stood in your shoes, I’m determined to be more than just your accountant. I want to be your companion in navigating the intricate course of fiscal decisions that comes with running a business. I want to do all the financial figuring and storytelling for you so you can concentrate on what genuinely fills your soul - your business. 

Every business has its own distinct path - you're not just a cookie-cutter client; you're an esteemed collaborator, and your aspirations set the course for our success. Together, we'll navigate the complexities that are financial records and together we will celebrate every milestone of your unique business journey.

I take pride in extending made-to-measure accounting solutions tuned to your aspirations, financial plan, and requisites. Whether it’s embarking on your own entrepreneurial expedition or seeking to elevate your well-grounded venture, I provide the guidance and expertise you need to help you achieve your goals and harmonize your aspirations.

I am so excited to join you on this journey, to tell your numbers’ story, and to cheer you on as your business thrives.