Expert financial guidance that empowers your small business to thrive.

We redefine the client-accountant relationship by creating an active partnership where you take a collaborative role in your financial journey. We are not your typical accountants; we leverage secure, modern technology for seamless, efficient collaboration while maintaining a human, proactive approach. Learn more about our firm below.

Explore our services
Two women having a conversation indoors, one holding an invoice, with a window and decorative flowers in the background.

Offerings

  • Recurring Bookkeeping


    Personalized, reliable bookkeeping services to keep your financial records accurate, up-to-date, and ready for decision-making. We handle the details so you can focus on growing your business.

  • Clean Up Bookkeeping


    We identify and correct discrepancies, missed reconciliations, and other financial issues to restore order to your books, ensuring accuracy and compliance.

  • Tailored Consulting


    Strategic consulting services designed to help small businesses optimize operations, improve financial management, and achieve long-term growth through expert insights and tailored solutions.

  • Start-Up Quick Start


    A comprehensive package for new business owners, providing the essential tools and guidance needed to establish a strong financial foundation and set up for success.

More details

At a Glance

    • Expert Guidance Year-Round: Led by a federally designated Enrolled Agent (EA), we provide bookkeeping, financial insights, and business guidance to keep your company organized and positioned for growth.

    • Compliance and IRS Representation: Avoid costly fines and penalties with our proactive support, and rely on us for full representation before the IRS in audits, collections, and appeals.

    • Strategic Planning and Cash Flow: We help you manage cash flow, plan ahead, and make confident financial decisions that drive your business forward.

    • Deep Understanding: We learn your business, industry, and goals so our guidance fits your needs.

    • Guided Process: We guide you through each step, so collaborating is straightforward and efficient.

    • Accessible Partnership: Stay connected and engaged with timely check-ins and convenient ways to communicate, ensuring questions and decisions move smoothly.

    • Accessible Anywhere: Our client portal and mobile app make it easy to securely upload documents, sign forms, and access information anytime, anywhere.

    • Easy Scheduling: Convenient online scheduling allows you to book calls or meetings on your terms—by call or video with us—without the back-and-forth.

    • Step-by-Step Confidence: Clear guidance at every stage helps clients stay organized, maintain compliance, and minimize risk, so tax season arrives with clarity and peace of mind.

What to Expect

Introductory Call

  • Book on Your Time: Schedule your call online when it works best for you.

  • Meet Virtually: Join via Google Meet for a relaxed, personal conversation.

  • Get Aligned: We will get to know each other, learn about your business, review your setup, and outline next steps.

  • Start with Ease: Receive your quote and engagement letter through our secure portal, ready to be digitally signed and setup autopay.

Clear Onboarding

  • Smooth Setup: Access your client portal and upload documents with guided steps.

  • System Connection: We help link your accounts and tools for effortless collaboration.

  • First Review: Walk through your first reports together to ensure accuracy and confidence moving forward.

Ongoing Partnership

  • Monthly Deliverables: Receive timely reconciliations and reports that keep you organized.

  • Regular Check-Ins: Stay connected through scheduled reviews and proactive updates.

  • Open Communication: Reach out anytime by text, call, or video—whichever works best for you.

A woman in glasses and a black jacket sits at a wooden desk, working on a laptop with a calculator nearby.

Is bookkeeping taking you away from what you love?

Your passion is what drives your business. Let us handle the numbers.

Bookkeeping is essential, but it should not take time away from what you love most. Whether you are creating, serving, or growing, managing your books can feel like a distraction from your bigger vision. That is where we come in.

At Highlight Financials, we take care of your financials so you can focus on what truly matters - running your business with confidence. From tracking expenses to ensuring compliance, we streamline your accounting so you can reclaim your time and energy.

Let us turn bookkeeping from a burden into a tool for success. Ready to get started?

Schedule your consultation

About Highlight Financials

Highlight Financials is a Maine-based consulting firm specializing in helping small service-based businesses with accounting, financial planning, and business optimization. Our mission is to provide personalized financial guidance, enabling entrepreneurs to achieve stability and growth. With a focus on clear communication and tailored solutions, we support businesses at every stage of their journey. Located in the coastal town of Scarborough, we bring a local touch to professional financial services.

Sara Morris, founder of Highlight Financials, is an experienced accountant and small business consultant with a passion for empowering entrepreneurs. With over a decade of experience in corporate accounting and financial management, Sara brings expert knowledge and a deep commitment to helping small businesses thrive. She holds an MBA and several degrees in accounting and science, and she’s dedicated to making financial expertise accessible to all.

Read more about our story

Kind Words from Clients

  • “Working with Sara was wonderful, very professional and responsive, she collated incomplete data, extracted the pertinent info and articulated it meaningfully. What stood out to me was that she identified serious issues in the cashflow forecast for a business we where evaluating that ultimately and gratefully resulted in me walking away from that deal.”

  • “Sara is an exceptional professional and a valuable asset to any organization. Her understanding of all tax laws and expertise instills confidence. She is responsive and reliable. Highly recommend!”

  • “Working with Sara was an absolute relief. She took the time to really listen and understand my situation, and approached everything with professionalism and zero judgment. In just a short time, she efficiently cleaned up two years of bookkeeping and helped me feel confident and organized again. I truly appreciate her calm, thorough, and supportive approach. Highly recommend to anyone!”

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