Organize
Foundational support to keep your books accurate, clean, and organized.
Monthly Bookkeeping
Monthly Reconciliation
Monthly Financial Reports
Quarterly Financial Reviews
Audit Support (ONLY for nonprofits)
Optimize
Enhanced clarity and payroll support to strengthen your financial operations.
All in Organize and...
Payroll Management via Gusto
Outperform
Full-Service support with proactive financial guidance and financial operations.
All in Optimize and...
Invoicing Services
Bill Pay Services
Monthly Financial Reviews
We spend 30 minutes to understand your goals, challenges, and what about bookkeeping or finances that causes stress.
After the call, we review your books and systems, then provide a tailored quote based on your needs and complexity.
You sign with us! We onboard your organization and update your books and systems so they are accurate and efficient.
We start your subscription for monthly services with consistency and care.
We meet quarterly or monthly (based on your subscription) for financial reviews and continuous improvements.
just like you...
Juliette N.B.
"Zoe helped me make key decisions for improving my book keeping like researching what software to use for my online book keeping. She helped set up the system and categorize my expenses. What I really liked is that she taught me how I could categorize my expenses myself so when my time with her is done, I can do it on my own."
Kristin M., CPA
"As a practicing CPA, I have mentored and trained a lot of bookkeepers, and Zoe is one of the best! Zoe is professional, organized, and thoughtful. I would highly recommend using Zoe's services."
Organize your numbers into data that tells a story to drive growth.
Easy for you to focus on your business and financial dream.
You will have a trusted, transparent, and reliable partner by your side.
No Retainer Fees and Long-Term Contracts
Our pricing is based on your revenue and complexity—designed for fairness, scalability, and growth. Monthly service is subscription model based. Cancel with a five days notice before the month's end. Hourly support is available for consultative work only.
Meet the Owner of Finrise
Zoe Gershuny
Xero and Gusto Certified
Zoe Gershuny, founder of Finrise, turns bookkeeping into a strategic asset. She helps service-based small businesses and nonprofits save time, gain financial clarity, and make data-informed decisions that drive growth.
With over a decade of experience as a data expert, Zoe understands the importance of precision in telling financial stories that lead to smarter choices. She brings structure to financial chaos and builds dependable systems her clients can trust. Her favorite part of bookkeeping is uncovering the story behind the numbers—and helping clients use that story to grow with confidence.
Zoe first saw how often people avoid bookkeeping during her first job after college. Armed with a pen, highlighter, scotch tape, and stapler, she copied receipts and matched them to printed Excel sheets—ensuring every dollar was reimbursed.
“This feels like the adult version of arts and crafts,” she joked. No one laughed, but the manual paper work stuck with her: clean books and clear processes lead to better decisions and real time savings.
Years later, during the pandemic, Zoe turned a baseball card hobby into a micro-business. Sales were strong, but her bank account told a different story. Stressed and overwhelmed, she took control of her finances and turned it around in just two months after keeping track of her expenses. She listened to the data's story and took three decisive actions:
Reduced overhead costs
Sold inventory to generate cash flow, even at a loss
Reinvested that cash into strategic purchases that fit her "dealbox"
Now she kept more from each sale.
That experience reminded her of the power of financial clarity—not just for profitability, but also for peace of mind. Her stress levels dropped. And she asked:
Who else might need this kind of help? Who else needs to save time and feel in control again?
One client led to another. And Finrise was born.
Zoe finds the most fulfillment when she saves her clients time and money—giving them the freedom to reinvest in their organization or enjoy a healthier work-life balance.
Outside of work, you’ll find Zoe exploring new restaurants and bars with her partner and friends.
Frequently Asked Questions
Yes! We support product-based businesses and have experience across a range of many industries. No matter the sector, our clients save time, gain financial clarity, and grow.
Most likely yes! We have included separate projects such as filing 1099s, audit support, and customized reports. Let's hop on the discovery call to learn more about your needs and we can customize the quote for you!
We work closely with your tax professional to answer all questions and prepare financial reports. If you do not have one, we have several preferred partners we can introduce you to and get you set up with. The collaboration between a bookkeeper and a tax filer provides a system of checks and balances that helps to identify and rectify errors, ensuring smooth progress toward your financial goals.
Cybersecurity is a top priority for us. Our stringent policies include:
Implementing strong passwords and two-factor authentication (2FA) for all staff
Utilizing tools compliant with industry standards such as AICPA SOC2, CCPA, and more.
Employing secure methods for sharing sensitive documents, including personal identifying information
On average, our elite clients invest on average 4% of their annual revenue in our premium bookkeeping services, financial insights, and the tools to grow their business confidently.
Absolutely! We offer various services tailored to your needs, including financial analysis, training, and assistance setting up and updating accounting systems. We are here to support you every step of the way, from building a strong foundation to achieving your financial aspirations.
Ready to embark on your journey toward your financial dreams? Awesome! We are excited to learn more about your business and how we can assist you.
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(646) 466-5034
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