Celebrating 20 Years of Service, Solutions & Success!



This year marks our 20th anniversary for Overview Bookkeeping and Consulting LLC — and we couldn’t have done it without you! Whether you’ve been with us since the early days or just recently joined our community, we are incredibly grateful for your trust, partnership, and support. Here's a look at how far we’ve come—and the people who helped us get here.

Our Incredible Team

• From a one-person operation to a 16-person powerhouse, our team has grown into a trusted network of experts who genuinely care about helping businesses succeed.
• We are dedicated to building our people and yours. We do this with team trainings and collaboration to identify and use personal strengths, quarterly peer reviews, and 90 day action plans to promote both personal and team growth. 

Our Growth & Impact

• From solo proprietors to multi-location enterprises, we support businesses of every size. Big or small we help them all. 
• Expanded our services to include virtual business admin, proactive tax planning, and new trainings to support businesses tactical planning, success and sales growth. 

Building People and Profits for Business

• We’ve helped clients recover from bookkeeping backlogs, prep for taxes, cut unnecessary expenses, increase retirement contributions and gain clarity and control over their finances.
• Through it all, we’ve stayed focused on our mission: Protect the financial interest of those we serve.

Looking Ahead

We’re not slowing down. With more services, deeper relationships, and a continued commitment to innovation and client success, the next 20 years look even brighter.

Bill Mason of Rocket Fuel Coach shares ~

I love to coach leaders who are excited to change, willing to take on challenge and some risks and are ready to start iterating to awesome!

To lead confidently, you must align the needs of your role with your natural strengths, talents, and preferences. Understanding “Who You Are” and “Who You Are Not” will maximize your energy, reduce conflicts, and lead to a more fulfilling life and business.

We are able to do this through assessments, leadership coaching, ninja neuroscience, and truth building.