The Path to Financial Clarity
In the hustle and bustle of running a business, financial chaos often looms large. Between juggling multiple locations, handling payroll, and trying to stay ahead of deadlines, it’s easy to feel overwhelmed. But there’s good news: achieving clear, organized finances isn’t just a dream. It’s absolutely possible with the right partner.
NeatBooks was founded to bring that clarity to life. More than an accounting firm, NeatBooks is a trusted partner for business owners who want to regain control of their financial picture without the stress.
Understanding the Chaos
Financial disorganization doesn’t just cause confusion. It costs time, peace of mind, and sometimes even opportunities. The pressure of looming tax deadlines and disordered books can feel like navigating a maze blindfolded.
That’s where NeatBooks comes in. With expert guidance and a personal touch, the team lifts the burden of financial stress, helping you stay focused on running and growing your business.
Where It All Began
The story behind NeatBooks is as powerful as the services it offers. In 2015, Olga, a Colombian immigrant and mother of two, took on freelance bookkeeping work through a friend. That experience opened her eyes. Business owners weren’t just looking for someone to do their books. They were desperate for clarity, strategy, and someone who genuinely cared.
Having learned the art of customer service from mentor Carlos Ferrando, Olga saw an opportunity to merge numbers with nurture. One night, while brainstorming with her best friend Carolina, she joked, “I help people keep their sh*t together.” Carolina laughed, then reframed it: “How about Keeping Your Financial History Together?”
That phrase stuck because it captured the heart of what NeatBooks is about: restoring order, building trust, and guiding entrepreneurs with integrity.
Olga’s Mission Today
NeatBooks was built not just from skill, but from lived experience. After watching her parents lose their business without guidance, Olga made it her mission to be the advisor they never had.
Her journey was shaped by the people who lifted her along the way. Mentors like Carlos and a Chinese boss from her first U.S. job encouraged her to pursue education and believe in her potential. During a difficult period in her life, facing a high-risk pregnancy and financial uncertainty, Carlos paid her in full. That gesture of support planted a core value that still guides NeatBooks today: we rise by lifting others.
Olga’s mission now extends beyond clients. It includes her family, her team, and a vision for shared prosperity. Her husband of 20 years and her daughters remain her inspiration. NeatBooks gave her the flexibility to be present in their lives and she ensures her team enjoys the same freedom.
At NeatBooks, careers come with competitive salaries, healthcare, 401(k), time off, and hybrid work
because success should be shared.
Achieving Financial Clarity
Clarity in business finances means more than just clean books. It’s about confidence. NeatBooks delivers personalized, proactive support designed to simplify even the most complex financial challenges.
The team acts as an extension of your business, helping you understand your numbers, stay compliant, and make informed decisions that support long-term growth.
Developing a Financial Plan
Everything starts with a discovery call. It’s a straightforward conversation to understand where your business stands financially. From there, NeatBooks crafts a tailored strategy based on your goals, challenges, and vision.
It’s not about templates. It’s about custom, expert-backed planning that brings clarity and direction to your financial operations.
A Business Built to Uplift
From humble beginnings earning just $12,000 in its first year, NeatBooks has grown into a team of 20 professionals across the U.S. and Latin America. When the pandemic hit in 2020 and other firms went silent, NeatBooks stepped in to help clients navigate relief programs, sometimes at no charge.
This wasn’t just business. It was a mission.
By 2021, NeatBooks had its first office. By 2022, they expanded into Colombia. Today, they continue to transform businesses and lives by helping entrepreneurs move from chaos to clarity.
Embracing Peace of Mind
The journey to financial clarity begins with choosing the right partner. With NeatBooks, you gain more than a service. You gain a support system. Their personalized strategies and compassionate approach ensure your finances are not only organized but optimized.
Let NeatBooks handle the numbers so you can focus on what truly matters: growing your business, supporting your team, and building a legacy.
From chaos to confidence, this is what NeatBooks was built to do.
Privacy Policy | Terms and Conditions | Powered by Cajabra
At NeatBooks, we know you want to focus on growing your business without the stress of messy books, missed deadlines, or worrying if you’re leaving money on the table. The problem is, financial complexity and unreliable support from previous accountants can leave you feeling stuck, overwhelmed, and vulnerable to costly mistakes.
It doesn’t have to be this way! Every entrepreneur deserves a financial partner who simplifies the chaos, provides proactive guidance, and empowers them to make confident decisions.
With over 300 businesses transformed and a team that speaks your language (no jargon, just straight talk), NeatBooks combines expert financial strategies with a personal touch. We’re here to turn complexity into clarity and help you ProsperNeatly™.
Here’s how we do it:
Step 1: Schedule a Discovery Call - Let’s understand if we are a good fit, first. Then, we’ll move
into an assessment of where you are and what actions we need to take together to help you gain
clarity and financial organization.
Step 2: Strategize & Optimize - Together, we build a plan customized for your business and
your goals, and we execute.
Step 3: ProsperNeatly™ - You gain the confidence that comes with having a reliable, competent
partner managing the financial side of your business.
Let’s get started by scheduling a Discovery Call today. In 15 minutes, you’ll know how we can impact your business.
In the meantime, we invite you to download any of our free resources that have been built to support entrepreneurs in the food service, construction, and real estate development and investment spaces
