Financial clarity for advanced business builders.

Who We Are

We are a team of bookkeepers and financial operations specialists who help businesses stay organized and in control.

We manage cash flow, build budgets, and set up reliable systems. We offer full-service bookkeeping across industries and work as a true partner to our clients.

About Us

We work with people building beyond standard models.

Who We Work for

We take a personalized approach to helping our 80+ clients achieve their business goals through layered income, real-world operations, and financial systems designed to keep up.

Services

  • “Cristina and team have been steadfast, working with Treeline through the ups and downs of the industry. They’ve helped us develop strategic plans regarding margins and cash flow, always looking to the future of our business.”

    Lora Mariles, Owner of Treeline Security

  • “Cristina and her firm help us with financial planning, forecasting, and budgeting.  Her guidance is one of the pillars of our success.”

    Molly Fuller, Partner of Hands On Gourmet

  • "Cristina and her firm have assisted me and my business since the very beginning of my now 12-years-long career."

    Francesco d'Ippolito, Owner of Poesia

  • "My business is fast-paced and my vendors require prompt payment. They have successfully assumed an integral role within the company that allows us to focus on growing our business."

    Brendan McDermott, Principal & CMO of Freehold Group

  • "They make my life easier by running the books for my law firm. They are prompt, attentive, and do great work."

    Conor Granahan, Principal/Attorney of Granahan Law, P.C.

  • "Since Day 1, I have been impressed with just how knowledgeable each person is. They take charge of all their work, are extremely thorough and make me feel confident that all my needs and concerns are being met."

    Michael Sayre, President & CEO of Sayre Ventures

Contact Us

If you’re looking for financial clarity, this may be a fit.

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