Your finances,
finally making sense.

We're the financial partner that makes you feel confident and clear—with plain-language guidance, systems built around your real life, and a team that shows up every step of the way.

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Start the Conversation See Our Services
Two women having a conversation indoors, one holding an invoice, with a window and decorative flowers in the background.

The industry is failing you.
We're fixing it.

Traditional accountants leave the emotional experience—the fear, shame, and loneliness—completely unaddressed. They treat accounting as a compliance checkbox instead of a partnership.

We built Highlight Financials to be different: operationally-embedded, emotionally intelligent, and always in plain language.

Section Label — Highlight Financials
Why We're Different
Insight Cards
Maine-Rooted
Community-first relationships with small businesses across Maine. We're here to stay.
Plain Language
No jargon. No assumptions. We explain everything so you actually understand your numbers.
Operations First
We observe how your business actually runs before touching your P&L. Systems that fit real life.
Always Present
Quick questions via text. Proactive guidance. We show up in the panic moments and the growth moments.
What We Do — Highlight Financials
What We Do

Everything you need.
One relationship.

01
Small Business Bookkeeping & Tax
Business Foundation

Clean books, integrated tax strategy, and financial clarity—all from one partner who understands your whole picture.

  • Monthly bookkeeping & reconciliation
  • Business tax prep & filing
  • Quarterly estimated taxes
  • QuickBooks setup & cleanup
  • Cash flow monitoring
  • Custom workflows built for your life
02
Advisory & CFO Services
Growth Partnership

Strategic financial guidance for growth-stage businesses. The thinking partner you need to make confident decisions—without the full-time CFO cost.

  • Financial modeling & forecasting
  • Hiring & expansion analysis
  • Acquisition due diligence
  • Business structure strategy
  • Fractional CFO advisory
  • Monthly strategic check-ins
03
Individual Tax Services
Personal Returns

Stress-free tax preparation with the explanation and context you actually need—not just a finished return handed to you.

  • Federal & state income tax prep
  • Year-round tax planning with up to 3 consulting hours included
  • Plain-language walkthrough of your return
  • Proactive deduction identification
  • Tax resolution & IRS representation
Find Your Fit Not sure which service is right? We'll figure it out together.
Who We Serve — Highlight Financials
Who We Serve

Built for business owners at
every stage of growth.

The Intentional Starter
New & Early-Stage
Just launched · $0–$100K revenue
"I want to do it right from day one. I'd rather invest now than fix it later."
  • Proper structure & setup from day one
  • LLC vs S-Corp guidance
  • Education-first approach
  • A partner who grows with you
The Hands-On Owner
Growing & Rebuilding
Years 2–5 · $100K–$250K revenue
"I'm great at what I do — but the financial side keeps piling up and I need someone in my corner."
  • Books cleaned up and kept current
  • Systems built around how you work
  • Confidence to make your next hire
  • Bookkeeping, tax, and advice — integrated
The Ready-to-Scale Founder
Scaling & Strategic
Years 5–10 · $300K–$600K revenue
"I need more than bookkeeping. I want someone who can help me think through the big moves."
  • Strategic advisory + financial modeling
  • Acquisition & expansion analysis
  • Cash flow planning for growth
  • A partner who digs in alongside you
The Promise — Highlight Financials

Confident.
Clear.
Supported.

You started your business because you're brilliant at what you do. Our job is to make the financial side just as clear—with guidance that actually makes sense, systems that fit your life, and a partner who shows up for all of it.

Start the Conversation
01
You'll understand your numbers.
We explain everything in plain language. No jargon. No decoder ring required. You'll walk away knowing what your financials actually mean.
02
Your systems will fit your life.
We build financial workflows around how you actually work—not how accountants prefer you to work. Mobile-first? We're on it.
03
You'll never feel alone in this.
We show up—in the 2am spreadsheet panic and the "should I make this hire?" moment. You have a partner, not just an accountant.
How We Work With You — Highlight Financials
Our Approach

How we work with you.

Step 01
We Listen First
No assumptions. We start with a real conversation about how your business actually runs—the workflows, the chaos, the goals.
Step 02
We Observe & Diagnose
We look at operations first, numbers second. Who does what? When does money move? What breaks when you're out sick?
Step 03
We Build Around You
Custom systems, not templates. Everything from reporting cadence to communication style is designed for how you actually live and work.
Step 04
We Stay & Scale
Monthly check-ins. Proactive guidance. As your business grows, our relationship grows with it—from bookkeeping to strategic advisory.
What makes it work
01
Enrolled Agents guiding your business beyond tax season.
Expert · Compliant · Strategic
Expert Guidance Year-Round
Led by a federally designated Enrolled Agent, we provide bookkeeping, financial insights, and business guidance to keep your company organized and positioned for growth.
Compliance & IRS Representation
Avoid costly fines and penalties with proactive support — and rely on us for full representation before the IRS in audits, collections, and appeals.
Strategic Planning & Cash Flow
We help you manage cash flow, plan ahead, and make confident financial decisions that drive your business forward.
02
Partnership leads to the best ROI.
Understood · Guided · Accessible
Deep Understanding
We learn your business, industry, and goals so our guidance fits your actual needs — not a generic playbook.
Guided Process
We guide you through each step so collaborating is straightforward and efficient — no guesswork, no chasing down documents.
Accessible Partnership
Stay connected with timely check-ins and convenient communication — so questions get answered and decisions move forward.
03
Technology lets us focus on what matters.
Anywhere · Easy · Confident
Accessible Anywhere
Our client portal and mobile app make it easy to securely upload documents, sign forms, and access information anytime, anywhere.
Easy Scheduling
Book calls or video meetings on your terms — no back-and-forth, no phone tag. Convenient online scheduling built around your life.
Step-by-Step Confidence
Clear guidance at every stage keeps you organized, compliant, and on track — so tax season arrives with clarity and peace of mind.
Kind Words — Highlight Financials
Kind Words

What clients are saying.

"Sara is wonderful, she's detail oriented and knowledgeable. The best thing I did this year for my new small business was deciding to work with Highlight Financials. She is extremely responsive and helpful in all matters for my business financials."

Clara Rautenberg
Small Business Owner
Google Review

"Sara is an exceptional professional and a valuable asset to any organization. Her understanding of all tax laws and expertise instills confidence. She is responsive and reliable. Highly recommend!"

Shantelle Lee
Small Business Owner
Google Review

"Working with Sara was wonderful, very professional and responsive. She collated incomplete data, extracted the pertinent info and articulated it meaningfully. What stood out was that she identified serious issues in the cashflow forecast for a business we were evaluating — which ultimately and gratefully resulted in me walking away from that deal."

Nic Bennett
Owner-Operator
Google Review
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Let's Talk

Ready to feel confident
in your numbers?

No judgment. No jargon. Just a real conversation about where you are and where you want to go.

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