Clear books. Calm decisions.

More time to build.

Remote, cloud-native bookkeeping for software developers and SaaS founders — bringing clarity, stability, and quiet confidence to your business.

About

Calm structure for businesses in motion

You are building something complex.
Your financial systems should support that — not slow you down.

 

I created Phillips Financials to provide steady, meticulous bookkeeping for founders who carry a lot on their shoulders. My work is precise, organized, and deeply attentive to detail, with systems designed to grow alongside your business.

 

I believe clarity creates freedom.
When your books are clean and your numbers are visible, decisions become easier, and the future becomes less uncertain.

 

I handle the structure so you can focus on what only you can do — creating, building, and leading.

Caroline Phillips
Founder & Bookkeeper
Certified Xero Advisor

Services

Quietly keeping your numbers aligned

Monthly Bookkeeping

  • Ongoing revenue and expense tracking

  • Bank and credit card reconciliation

  • Subscription income categorization

  • Deferred revenue tracking for annual plans

  • Clean, organized financial records

Financial Organization

  • Structured chart of accounts for SaaS businesses
  • Organized financial systems and workflows
  • Streamlined monthly bookkeeping processes
  • Clear financial visibility for founders
  • Consistent monthly closing process

Financial Reporting

  • Profit & Loss statements

  • Cash flow reporting
  • Monthly financial summaries
  • MRR and ARR summary tracking
  • Clear monthly financial snapshots

Subscription Revenue

  • Stripe or payment processor reconciliation
  • Subscription revenue tracking
  • Deferred revenue journal entries
  • Subscription payout reconciliation
  • Payment processor fee tracking

Why Phillips Financials

Stewardship, not just bookkeeping

I work best with founders who value clarity, organization, and thoughtful growth.
You can expect:

  • Careful, detail-driven work
  • Clear and respectful communication
  • Systems designed for real life
  • A calm, steady presence behind the scenes

My role is to keep your financial foundation strong so you can move forward with confidence.

Start with Clarity

Choose Your Preferred Next Step

Schedule a video conference using the link below, or send a message through the form — whichever feels easiest.