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Serene Gradient
QuickBooks ProAdvisor Platinum Badge
SHRM Certified HR Professional
Certified Corporate Wellness Specialist
Serene Gradient

Achieving financial prosperity is not the sole measure of success.
It is equally vital to nurture personal well-being and happiness. 

About Us

ABOUT US

Welcome to our financial and business management company, where we redefine success by embracing a holistic approach to life. We firmly believe that true management goes beyond the traditional boundaries of work and personal life. It encompasses a delicate balance and seamless integration of these two fundamental aspects, recognizing their interconnectedness and the impact they have on each other.

Simplifying

Finance Management and Bookkeeping

At Peace of Mind, we are not merely bookkeepers or financial managers. We are a refreshing hybrid, combining the best elements of traditional business management and staff accounting firms. Our services go beyond the ordinary, providing a uniquely tailored experience that caters to your every requirement.

Solving

Access to Support in Specialized Fields

We provide you with the resources, time, and specialized personnel that your business may not currently employ. Furthermore, we collaborate with tax accountants, insurance brokers, and financial experts to answer any questions, resolve any issues, and most importantly, plan for growth.

Strategizing

Business Growth & Life Balance

Whether you are an entrepreneur seeking to grow your business while maintaining a meaningful personal life, or an individual striving for financial stability while nurturing your passions and relationships, we are here to guide you. Our approach is rooted in personalized attention, tailored solutions, and a commitment to your overall well-being.

Our Services

OUR SERVICES

Financial and Lifestyle 
Planning and Coaching 
  • Money Management

  • Budgeting and Planning

  • Business Compliance

  • Audit Support

  • Records Management

  • Detailed Bookkeeping

  • Human Resources

  • Project Management

Financial and Lifestyle Planning and Coaching
Fractional Roles for
Start-ups and Small Businesses
  • Chief Financial Officer

  • Controller

  • HR Manager

  • Operations Manager

  • Bookkeeper

Fractional Roles for Start-ups and Small Businesses
Industry Experience
  • Real Estate Development

  • Education

  • Healthcare IT

  • Entertainment

  • Construction

  • Interior Design

  • Transportation

  • Property Management

  • Legal

  • Debt Collection​

Industry Experience in Real Estate Development
Testimonials

Contact Us

WHAT OUR CLIENTS ARE SAYING

“Peace of Mind has been a true partner and friend to me and all of my businesses.  They do everything from detailed bookkeeping to consulting on multi-million dollar deals.  Everyone there has helped shape my businesses as well as my financial future. This is the one partnership I never have to worry about and always trust completely.”

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