How It Works

First, we work with you to clarify what your goals are. Then, we will do a deep dive analysis of where you are at currently with your finances to help us achieve established goals in the future.

Next, we get busy creating custom bookkeeping that align with your goals. This includes creating financial reporting that is small business specific, simple to understand, and helps us all to see how we can improve moving forward.

Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals which requires ever-changing plans for you to thrive.
Why Me?
Hi, I’m Madison Fontes, the founder of Fontes Finances. I have a Bachelor’s Degree in Accounting, and kickstarted my career working for the City of San Jose’s Department of Finance.
Now, as a certified Associate Digital Bookkeeper, I specialize in helping creative entrepreneurs, freelancers, and growing digital businesses gain clarity and confidence in their finances. Having freelanced as a Social Media Marketing Manager for a year, I developed hands-on experience and understand the unique complexity of the industry.
After a week of bookkeeping, I like to recharge by trying a new burger joint, breaking out my camera, or a beach day with my dog – a perfect day includes all three!




