More Than Numbers—A Partnership Built on Trust
At Beyond the Books, financial management should do more than keep records current. It should empower better decisions, reveal growth opportunities, and give business owners the confidence to pursue their goals without financial uncertainty.
Our story begins in Tucson, Arizona, with a father-daughter team united by a shared passion for turning financial data into strategic advantage.
Our Founder’s Background
Our founder brings over two decades of hands-on experience as a financial operator for multimillion-dollar companies. Throughout his career, he’s managed complex budgets, guided executive leadership teams, and provided the financial clarity organizations need during critical growth phases and challenging transitions.
This experience taught him that great financial management isn’t about sophisticated reports or complex systems. It’s about understanding what the numbers mean, communicating insights clearly, and helping leaders make choices with confidence. Whether navigating rapid expansion, managing through economic uncertainty, or preparing for major strategic shifts, he’s seen how solid financial foundations enable sustainable success.
Why We Started Beyond the Books
After years of working with large organizations, we recognized that small and mid-sized businesses face many of the same financial challenges—but rarely have access to the same level of expertise. Talented entrepreneurs and business owners often find themselves spending hours on bookkeeping they don’t enjoy, making decisions without reliable data, or simply feeling overwhelmed by financial complexity.
We founded Beyond the Books to bridge this gap. By bringing executive-level financial experience to businesses at every stage, we help Tucson companies access the expertise they need without the full-time cost of internal hires.
Our Approach
We go beyond balancing ledgers and filing reports. While accuracy matters tremendously, our real value comes from helping you understand your financial position and use that knowledge strategically.
Every business has unique goals, challenges, and opportunities. We take time to understand your situation, then tailor our services to provide exactly what you need—whether that’s catching up on neglected books, establishing reliable monthly reporting, or developing sophisticated forecasts that guide major decisions.
Our services scale with you. Start with foundational bookkeeping, then expand into accounts payable management, payroll reconciliation, cash flow forecasting, or fractional CFO guidance as your needs evolve. You won’t outgrow us because we grow alongside your business.
Local Roots, Personal Service
Being based in Tucson means we’re invested in our community’s success. We understand the local business environment, remain accessible for in-person meetings when needed, and take pride in supporting the entrepreneurs who make our city thrive.
As a family-run business, we bring a personal touch that larger firms can’t match. You’re not just another account number—you’re a valued partner whose success matters to us.
Ready to Work Together?
If you’re looking for a financial partner who combines deep expertise with personal service, we’d love to talk. Schedule a free consultation to discuss your business, explore how we can help, and discover whether we’re the right fit for your needs.
At Beyond the Books, your success is our mission. Let’s build something great together.