Who we are

Accountants who have been business owners. That changes everything.

Handle It was founded by an entrepreneur who has sat in your seat and built the financial infrastructure she wished she had. Today that same founder mindset drives everything our team does for clients across the United States.

Our mission

Helping business owners build stronger, more profitable businesses.

Most growing businesses cannot justify hiring an internal accounting department, controller, and tax specialist. The expertise that changes businesses is available. Most growing companies simply cannot justify hiring all of it in-house.

Handle It fills that gap. We bring the people, the processes, the systems, and the proactive support that allow business owners to focus on running and growing their businesses, while knowing the financial side is handled.

Proactive. Embedded. The kind of financial partner who knows your business well enough to flag a problem before you have spotted it.

Sold
Built from zero, grew and then sold.
National
Built predominantly on referral from happy clients
100%
On-time month-end close rate across all active client accounts
1
One relationship. Every financial need covered.
Our heritage
Built from experience. Proven by results.
Founded by a serial entrepreneur and successful investor who has operated across multiple industries
Our founder built and sold a business from zero on a national scale
We have served clients across biotech, nonprofits, construction, home services, retail art galleries, and professional services
Real estate investment experience that informs how we approach entity structure, tax planning, and long-term wealth building for clients
Why Handle It exists

We know what good financial infrastructure feels like. We built it for ourselves first.

Our founder has built a business from the ground up. Managed payroll. Chased receivables. Made hard calls on bad information. She knows firsthand what it costs when your financial infrastructure cannot keep up with your growth.

Clients spanned biotech, construction businesses, nonprofits, home service firms, and retail galleries across the country. Then she sold.

That experience gave our founder a perspective most accountants simply do not have. Handle It was built to give other business owners access to the financial partnership that powered our own growth. The same standards, the same ownership mindset, and the same commitment to results, now delivered by our team to businesses across the United States.

Work With Our Team
The team

The people doing the work are exceptional.

Every Handle It team member passes a rigorous, multi-stage hiring process designed to surface technical competence, ownership mindset, and genuine care for clients. Ethics and confidentiality are non-negotiable. Your financial information is handled with the same discretion we would expect for our own. The bar is high and it does not move.

CF
Casey Felton
Financial Controller

Directs the bookkeeping team and owns delivery quality across all client accounts. Every set of books meets our standard.

RM
Rebecca Mobley
Director of Accounting

Oversees accounting operations and financial reporting across the client portfolio. The operational backbone of our delivery model. A successful entrepreneur in her own right, Rebecca brings a business owner's perspective to the work she does for every client.

PO
Patrick Otang
Head of Tax

Leads compliance, tax support, and business structure planning. A successful entrepreneur with ventures in the US and internationally, Patrick brings a business owner's perspective to every client engagement alongside deep tax expertise.

SL
Sherry Lewandowski
Accountant

Delivers monthly close and financial reporting for client accounts with precision and consistency, month after month.

MM
Morgan McBee
Bookkeeper

Manages day-to-day bookkeeping and transaction accuracy across client accounts. The foundation everything else is built on.

Fallon King
Fallon King
Head of Operations

Ensures our internal systems, client onboarding, and team workflows run without friction, so the team can focus entirely on clients. A real estate investor with hands-on experience in property acquisition and management.

What we stand for

Five values. Every client. Every month.

Client Obsession

We serve clients the way we would want to be served.

Their clarity is our product. Their success is our success. We do not clock out mentally when the workday ends.

Ownership

We own outcomes, not just tasks.

"That is not my job" is not part of our vocabulary. When something is ours, it is ours to solve.

Excellence in the Details

In bookkeeping, the details are the job.

We do not approximate. Every transaction is entered as if it will be questioned by an external auditor.

How Can We?

We find a way where others stop.

When a client has a problem, we ask how we can solve it. Then we do. "That is not possible" is not an answer we give.

Growth Mindset

We are building something here.

Everyone on our team is expected to grow as the firm grows. We invest in our team because they invest in our clients.

Our Standard

The bar we hold ourselves to, every month.

A senior accountant should be able to pick up any client's books and advise them without asking a single question. That is what we deliver.

Ready to work with a team that truly owns it?

Schedule a free consultation. We will be honest about where your finances stand and show you what it looks like to have us in your corner.