Comprehensive financial solutions organized into three strategic categories to meet your business needs. From advisory leadership and core financial operations to regulatory compliance, we deliver tailored services that drive growth and ensure stability.
"Your financial journey to clarity, confidence, and lasting success."
At Innovation Bookkeeping & Consulting, we use our proven C.L.I.M.B.™ Process to take your business through every level of financial success — from uncovering your story to building a thriving, profitable future.
Who will be involved
What we'll be doing
When it will happen
How we'll make it happen
Every step is designed to move your business upward with purpose and partnership.
We'll start with a friendly chat to get to know each other better! During this Strategy Session, we'll explore your goals, challenges, and vision — and see how the Innovation formula works for you:
Your Needs + Our Services = A Long-Term, Successful Partnership!
If it's a great fit, we'll move forward to Phase 1 – Clarity, where we'll dive deeper into your business and start building your roadmap for success.
Think of each phase as a new chapter in your business journey — and we'll be right there beside you, guiding you every step of the way with expertise, enthusiasm, and a smile!
Clarity
We'll begin by getting to know your business from the inside out. This phase is all about uncovering your financial story — where you are today, what systems are in place, and where opportunities lie.
Who
You + the Innovation team
What
A full review of your QuickBooks account, systems, and current financial workflows
When
Within 1–2 weeks of onboarding
How
Through analysis, discovery meetings, and access review
Together, we'll bring clarity to your numbers and establish the foundation for your next level of growth.
Level Up
Now that we understand your story, it's time to roll up our sleeves! We'll clean up, organize, and elevate your books to meet Innovation's high standards of accuracy and consistency.
Who
Our accounting specialists + your internal team (if applicable)
What
Book cleanup, reconciliation, and process improvement
When
Typically completed within 2–4 months, depending on project scope (# of years to renovate)
How
By rebuilding structure, refining data, and ensuring every transaction aligns with your goals
When we're done, your books won't just be clean — they'll be ready to shine.
Implement
With your foundation strong, we'll implement systems that keep your financials running smoothly month after month. This is where we establish routines, reporting cycles, and ongoing support.
Who
You + Innovation's bookkeeping team
What
Monthly bookkeeping, reconciliations, and reporting setup
When
Begins immediately after Level Up completion
How
Through consistent processes, automated workflows, and accountability check-ins
Our goal here is sustainability — ensuring your business runs efficiently and confidently with accurate, timely data.
Measure
Now that your systems are steady, we'll elevate your perspective. Through detailed reporting and Fractional CFO insights, you'll gain the knowledge and strategy needed to make informed, growth-driven decisions.
Who
You + your Innovation CFO advisor
What
Financial analysis, forecasting, and executive-level insight
When
Monthly or quarterly, depending on engagement
How
Using custom dashboards, performance metrics, and strategic review sessions
This phase transforms your numbers into strategy — giving you the clarity to lead with confidence.
Build Wealth
The final stage of your C.L.I.M.B.™ journey focuses on expanding profitability, improving cash flow, and creating a roadmap for long-term success.
Who
You + your CFO advisor
What
Profit strategy, scaling plans, and growth forecasting
When
Once your systems and insights are fully integrated
How
Through performance reviews, OKR tracking, and strategic goal alignment
At this stage, you're not just maintaining success — you're building wealth, strengthening your future, and thriving with purpose.
From clarity to confidence, the C.L.I.M.B.™ Process gives every client a guided path to financial success. Together, we'll make each step count — and celebrate the view from the top.
Start Your Journey TodayOur six core service groups provide everything your business needs to thrive financially. Each group contains multiple customizable services designed to scale with your business growth and adapt to your industry-specific requirements.
Complete financial transaction recording, account reconciliation, and monthly financial statements. We manage your Chart of Accounts, Balance Sheet, P&L, and Cash Flow to provide crystal-clear financial health visibility.
Strategic financial leadership without the full-time cost. Complete accounting department management including planning, forecasting, budgeting, cost management, growth strategies, and executive coaching.
Federal, multi-state, county, and city compliance requirements. Stay compliant with ever-changing regulations.
⭐ EssentialAccurate tracking of work in progress, percentage completion, and project profitability analysis.
⭐ PopularComprehensive renovation of your accounting system with 12-month review and GAAP compliance.
⭐ TransformationSilver, Gold, and Platinum plans with driver-based models and up to 3-year forecasting.
⭐ StrategicHear directly from our clients about their experience with our professional services and the results they've achieved.
"We heartily recommend Kimberly Nuesca and Innovation Bookkeeping & Consulting. We have worked with Kimberly through three tax years now."
"Kimberly's most important skills for us include: managing the finest points of our books, keeping us on track with each month's accounting, and expanding our knowledge of how to use QuickBooks in ways that make us more efficient and profitable."
"Kimberly always goes above and beyond, and her communication skills are outstanding. Which we value highly."
"Attitude is what makes a company a good fit for us. Kimberly Nuesca has a positive, professional can-do, work-is-meant-to-be-fun attitude. Which is a must for our company. If we hadn't already found and hired Kimberly, we would be looking for her now!"
"Any company lucky enough to work with Innovation Bookkeeping will soon find that this company is an integral part of your success."
Experience the same level of professional service and results.