Clarity. Relief. Confidence.

Looking for assistance in doing your own bookkeeping? Our DIY Guide can help with that.

Why Choose Willow Creek?

peace

Less stress and anxiety

Do you experience stress and anxiety when thinking about the state of your business finances? Let us take the load off of you so you can focus on what you do best.

Reports

MAKE SENSE OF FINANCIAL REPORTS

Do you feel overwhelmed looking at your financial reports? Let our experts walk you through what your reports mean and how to improve your business.

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ACCOUNTants AND CHEERLEADERS IN ONE PLACE

Our team doesn’t just consists of accountants, but cheerleaders and accountability partners as well. Business owners sometimes need more than the numbers, they need someone in their corner rooting for them!

It is never too late to improve business processes.

Pricing

Concierge

CONTACT US

For the business owner that doesn’t just want to know where the money went, but wants to set goals and tell it where to go.

Premium

$500/MO

For the growing business whose owner needs more frequent financials.

Basic

$200/MO

For the small business owner that needs a clear view.

Compare Features

 CONCIERGEPREMIUMBASIC
QBO Subscription Included
Access Anytime, Anywhere in Real-Time
Unlimited Email Communication
Phone Communication
Transaction Input & MatchingUnlimited,
Updated Weekly
Up to 400,
Updated monthly
Up to 100,
Updated monthly
Bank Reconciliations
Financial Reports *MonthlyMonthlyQuarterly
Financial Health Check Zoom Meeting (1 hour)MonthlyMonthlyQuarterly
Cash & Accrual Accounting
Full Service Accounts Payable & Receivable **
Monthly KPI & Industry Benchmarking
Weekly Performance Snapshots
Budgeting
Cash Flow Forecasting
Adhoc Projects
Growth & Profitability Consulting

What People Are Saying

"I’ve had an amazing experience working with Lauren and her team. Shes always helping me to set financial goals and keeps me on my toes when it comes to crushing those goals. She gives me great promotional ideas to help expand my business and thats not even in her job description. I love speaking with her monthly to see what i’ve accomplished for the month. I just started my business in December of last year. So its been about a year that i’ve been working with Lauren and I plan to keep her forever! Shes a life saver. I hope my input was helpful and you take that next step to allow Lauren and her team help you along your financial journey. You wont regret the decision."

Kristen James – CEO of Royalty Beauty Bar

"I remember when I first started working with Willow Creek I was hesitant that I could afford their services since I was trying to recover from financial struggles, but I was proven wrong. They have helped me get things back on track, even when I thought I couldn't afford it. I now have more savings in my bank account than I have ever had before in the entire lifetime of my business. I also really love that Lauren and her team are focused on the actual needs and problems with my business, so it's not like they just do the same exact thing for every customer. They really look at what the business is struggling with and help them with those issues before focusing on other things. They're diligent in helping me meet my goals, while being a great cheerleader! And they've been great working with my personal requests for my business and staying on top of them. They've really taken off a lot of the burden of finances in my business, leaving me more stress free in that arena. "

Myntillae Nash – CEO of Myntifresh Designs

About the Owner

I’m Lauren! I formed Willow Creek Financial Services with the purpose of helping you, the small business owner, have peace of mind and confidence about your financials. I know you’re smart, you’re running a business! With an accounting degree and years of accounting experience behind me, my team and I would like to help you grow your business. Starting can feel intense, but we will do all of the heavy lifting for you!

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