CUSTOMIZED BOOKKEEPING SOLUTIONS

Powering Business Growth For Real Estate Agents AND SMALL BUSINESSES Through a Data Driven Approach to Their Bookkeeping Needs So They Can Achieve Their Financial Dreams

Establish Bookkeeping as a Strategic Asset to Achieve Your Financial Dreams

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Services

Financial 360 Foundations

Build the Foundations for Financial Achievements Starting with the Basics

Refresh Foundations

Fortify Your Bookkeeping Foundations to Financial Success and Take It to the Next Level

Sky is the Limit: Full Service Bookkeeping

Go Above and Beyond Your Foundations Layer by Layer to Achieve Your Financial Dreams

Hear from others

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."

No Hourly Billing

Take control of your finances: budget effectively and eliminate surprise invoices to achieve your dream with predictable costs.

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Hyper Efficient

Easy for you to focus on your business and financial dream.

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Integrity You Can Count On

You will have a trusted, transparent, and reliable partner by your side.

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Meet the Owner of Finrise

Zoe Gershuny

Xero Certified

Zoe Gershuny, the founder of Finrise, turns bookkeeping into a strategic asset to empower real estate agents and small businesses to grow their businesses by saving them time and gaining financial insights to drive growth with data-informed decisions. As a data expert with over ten years of experience, Zoe knows the importance of the high level of accuracy needed to tell a story to make informed decisions to achieve business growth goals. She quickly realized that bookkeeping is most people’s least favorite task. However, Zoe applies her advantageous skills to the benefit of her clients’ businesses. Her favorite part of bookkeeping is turning data chaos into an organized and structured system that she uses to write the financial story of her clients’ businesses. Armed with accurate, detailed reports, Zoe is then able to guide her clients to use that story to make better business decisions. Zoe gets the most satisfaction when she helps real estate agents save time and money, which they can then put back into the business or use for personal time to create a better work-life balance. When she is not working, you can find her out testing the menu of a new restaurant or bar with her partner and friends.

60-Day Money Back Guarantee

If you are not 100% confident that we are a good fit within 60 days of our service from day 1, you receive 100% of your money back.

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Frequently Asked Questions

I’m not a real estate agent. Can you help me?

Yes! While our passion is for real estate agents, we do not like to turn anyone down. We have experience working with small businesses and nonprofits in various industries and have succeeded in saving time, gaining financial clarity, and driving business growth.

Do you offer tax services?

We work closely with your tax professional to ensure all questions are answered and financial reports are prepared. If you do not have one, we have several preferred partners that 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.

What are your data security policies?

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, GDPR, HIPAA, and more
Employing secure methods for sharing sensitive documents, including personal identifying information

I’m not quite ready for a monthly bookkeeper. Can you still help me?

Absolutely! We offer various services tailored to your needs, including financial analysis, training, and assistance with 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.