We partner with founder-led, values-driven businesses that want clarity, structure, and confidence in their numbers. Many of our clients are makers and manufacturers, specialty food, beverage, and consumer brands, creative agencies, B Corps, and mission-aligned service businesses. What they share is purpose behind the work and a business that has found its footing, with enough real complexity that clarity makes a difference.
Not sure if you fit? That’s what the Clarity Call is for.
Looking for tax help? Spoonful Taxes serves individuals and businesses of all sizes.

Most finance help comes in layers: a bookkeeper looks back, a controller makes sure the numbers are right, and only a CFO looks ahead. We bring those together. Every tier includes your bookkeeping, a weekly 13-week cash flow, and a plan you track against, so you see where you’re headed, not just where you’ve been. We treat your pay as a real cost of the business, not whatever’s left over. And when you outgrow us, we help you make a warm transition to the right next partner.

Our ongoing support is a flat monthly fee, published on our pricing page. Price depends on the tier you choose and whether we keep your books or your bookkeeper does. Focused projects like a Clean Start or Decision Support are fixed-price, quoted up front. Scope is defined before we begin, so there are no surprise fees.

Yes. Your bookkeeper keeps working in our chart of accounts, and we review, close, and advise, with the same deliverables at a lower monthly fee.

That’s common, and it’s fixable. Our Clean Start Scoping Review ($495) shows what’s needed and gives you a fixed quote for the cleanup. The fee is credited toward the work if you move forward.

QuickBooks Online is our standard. It’s what we know deeply and what most advisors and tax professionals work with. Around it, we use tools that fit how your business runs: Gusto for payroll, Bill.com or QuickBooks for paying bills, Dext for receipts, and, for product businesses, A2X for e-commerce sales and Cin7 for inventory. Already on Xero or another system? We’ll talk it through. Sometimes it’s worth keeping, and sometimes a move pays for itself. Your subscriptions stay in your name, so your data is always yours.

Yes, through Spoonful Taxes, led by Isaiah Weatherspoon, EA. Spoonful Taxes serves individuals and businesses of all sizes with tax preparation, quarterly estimates, year-round tax planning, and IRS representation. You don’t need to be a Spoonful Financial client to work with Isaiah. For our clients, tax work is a separate engagement, and your books arrive tax-ready whoever prepares your return.

It starts with a free Clarity Call. If we’re a fit, you’ll receive a proposal, then an agreement to sign. Next is a kickoff call, where we walk through your goals, your current setup, and what the first 90 days will look like. After that, we send a short checklist, usually access to your accounting software, bank and card accounts, payroll, and last year’s tax return, and guide you through each step.

Onboarding begins with your kickoff call. The first 60–90 days are for setting up your foundation: your chart of accounts, systems, Foundations Workbook, plan, and weekly cash flow. Your first monthly Financial Snapshot arrives after your first full month of clean data. If your books need catching up first, we’ll scope that clearly before ongoing work begins.

Mostly remotely. For clients in the Denver area, we’re happy to meet in person when it’s helpful. On-site work elsewhere is available when it adds real value, with travel reimbursed.