What are the Fresh Financials company values?

The relationship between a bookkeeper and business owner is a powerful one. We’re privy to the most important, intimate details of a client’s business – their finances. For the business to achieve real success, there needs to be trust, connection and synergy. If those three things exist in the relationship, the business will thrive. To build a truly great relationship with our clients and ensure we have those three things, we know our values need to align.

Our values are woven through who we hire too. As Richard Branson said, “…if you take care of your employees, they will take care of the clients”. We believe that too. We hire excellent people who live and breathe the company values. They get so much from their role because they feel seen and that positive energy pours right back into their work. It’s a win, win.

Our values

Every decision we make at Fresh Financials is based on our four values. They exist because it’s a heck of a lot easier to hire the right people and work with the right clients when we make it clear what we expect and what we stand for. They tell our clients what to expect from us and what we expect from them in return.


We know your business means the world to you, that’s why you started it. We also know we’re dealing with the most private and important details of your company. You need to trust us, completely. That’s why our emails are open at all times and we’ll always answer your calls (or call you right back!) because we believe small, consistent actions build unshakeable trust. We want to hear about your weekends, how your kids are doing or your exciting holiday plans. When you have questions, concerns or cool ideas you can’t wait to share, we want to hear all about it.

It’s also important we trust you as much as you trust us. All our clients are accessible, honest and open – it’s the only way it can work. If you trust us, you’ll breathe easier. We need to trust you because we’re a partnership; we’re deeply committed to your business.


We’re a proud bunch. We love what we do and frankly, we know we’re good. Very good. We don’t just strive for excellence in bookkeeping. We’re quick with all things cloud and app related (the ones we choose to work with) and we build brilliant client relationships. We’re not just about managing your books and fixing problems, we want your business to thrive with our expertise. We’re for growth, top-notch cash flow and new opportunities at the hands of our knowledge.

For you, this value means we take on clients who know the worth of excellent accounting. We don’t dabble in dynamics where the books are handed over to the accountant once a year – we want to show you what we can do.


Our team works as a single unit, with double and triple checks ensuring everything we produce is up to our standards. We stay agile so we can always stay ahead. When we say you’ve got the team at your disposal, we mean we’ve got all our knowledge and expertise at the ready to work around any issue.

We believe in being proactive, not reactive. In adapting and evolving, not staying stagnant. We know running a business means each day brings something new, so you need a team behind you ready to handle whatever comes your way.


Work-life balance is a term that’s thrown around a lot these days but we make it a priority. Our mission is to free you from burden, financial stress and sleepless nights so you have more time to focus on what you love. Without the right support, running a business can feel like walking on a tightrope – everything feels shaky, like one wrong step will cause you to fall. We give you your balance back.

As a business owner, we encourage you to have values too. Knowing what you stand for and setting expectations for your own clients and staff means you’re not constantly explaining yourself or forcing synergy. You might find the “right” bookkeeper for a while but you don’t want to discover you work in a fundamentally different way at a key pressure point. For us, it’s alright if our values don’t fit with everyone. It’s why we display them as boldly as we do. We know we can’t serve every business and we wouldn’t want to anyway (balance!).

These values are what makes our business so unique. They exist to ensure we’re the perfect match, the right fit. If we sound like your type of people, then contact us here to find out what amazing things we can do for you and your business.