Current Financial Partners
You have high design standards.
We have high financial standards.
You have high design standards.
We have high financial standards.
We are passionate about helping designers understand the story their numbers are telling, especially when it comes to project profitability and making confident business decisions.
Through financial systems built around the way your business actually operates, we support everything from foundational bookkeeping to strategic financial guidance.
come on in + take a seat
Create a flourishing financial future.
We believe strong financial systems create room for better decisions, healthier growth, and more confidence in the future. With clarity around your numbers and profitability, you can lead your business with intention instead of uncertainty.
Financial Foundations
A 3-month strategic financial reset designed to create clarity, structure, and visibility within your business.
Perfect for firms needing:
• Financial cleanup and organization
• Improved reporting and systems
• Workflow and process structure
• Greater confidence in their numbers
• A stronger foundation for growth
FINANCIAL PARTNERSHIP
Customized ongoing accounting, advisory, and strategic financial support for growing design firms.
Designed for firms wanting:
• Reliable monthly financial management
• Profitability and margin visibility
• Strategic financial guidance
• Cash flow and planning support
• A long-term financial partner as they scale
HOW IT WORKS
Start the Conversation
Begin with a discovery call where we learn about your business, your financials, and where you’re looking for support.
Align on the Right Solution
Based on your business and goals, we guide you to the package that aligns with your current business phase.
Ongoing Financial Clarity
Once aligned, we begin working together, bringing clarity, structure, and consistency to your financials.
"Current Financial Partners allows our business to focus on our business. They give us clear records, summaries, and documentation that make our business run more efficiently."
— Design + Build Firm
est. 2018
Behind Current Financial Partners is a team that understands both the creative side of business and the financial systems required to support it.
We partner with established designers who are ready for a more strategic, sustainable approach to their finances.
Through intentional systems and ongoing financial guidance, we provide the support behind the scenes, so you can lead your business with confidence.
3 Signs You're Ready To Prioritize your Financial Future.
→ Your business is growing, but you don't fully understand the story your numbers are telling. You're making more money, yet it still feels unclear where it's actually going.
→ You're making important business decisions, but you want more confidence behind them. You're ready to move beyond unceartainty.
→ You're ready for financial systems that feel more intentional, sustainable, and built for long-term growth.
Book a Discovery Call →
see for yourself!
Olivia has taken the monthly bookkeeping stress off my plate, so I can spend more time on our design projects. She has spent time educating me on our accounts, breaking down complex accounting lingo so I can understand it. Not only has she been an amazing liaison between me and my [tax preparer], streamlining tax season, but she has also helped save the business money.
— Krywicki Interior Design
TOOLS, GUIDES & TEMPLATES FOR GROWING DESIGN FIRMS
RESOURCES
Financial Foundations for Designers
Scaling a Profitable Design Firm
Start Simple Financial Audit Kit
