Bookkeeping
If the books are behind, disorganized, or just something you never get to, this is where most conversations start — and where the rest gets easier.
Bookkeeping · Tax · Payroll · Advisory — Orange County, CA
Know exactly where
your money stands.
Green Owl Financial gives small business owners clean books, payroll and taxes handled, and a clear plan for what comes next — led by Tatiana Galeas, MBA, CTEC.
15 minutesBy phoneNo cost, no obligation
Monthly Financial Snapshot
Net Profit — This Month
$24,180
▲ 12.4% vs. last month
Books up to date✓ Current
Tax deadlines✓ On track
Cash runway7.2 months
Sound familiar?
You didn’t start your business
to do bookkeeping.
Most owners we meet aren’t bad with money. They’re just buried. If any of these hit close to home, a 15-minute call will save you months of guessing.
Your books are months behind
Every month you put it off, catching up gets more expensive and more stressful.
You don’t know if you’re profitable
Money moves through the account, but nobody can tell you what you actually kept.
Tax season is a scramble
Receipts in a shoebox, deadlines sneaking up, and a nagging fear you’re overpaying.
You’re guessing at big decisions
Hire someone? Raise prices? Buy equipment? You want numbers behind the call, not a gut feeling.
What we do
Five places we can help
Whatever you bring to the call — a tax question, books that got away from you, payroll you’re tired of running, or a decision you need numbers behind — it starts the same way. One conversation to work out what you actually need.
CPA Coordination
Tatiana works alongside your CPA rather than replacing them. Your books arrive clean, reconciled and organized, so filing is straightforward — and you’re not paying professional rates for someone to untangle a year of receipts.
Financial Planning
A clearer view of where you stand, business and personal, and a plan that matches the goals you actually have — not a generic template.
Business Growth
Hiring, pricing, expanding, or just wondering what the business can afford — decisions made against real numbers instead of a gut feeling.
Brokerage
PEO & Payroll
Payroll, benefits, workers’ comp and HR compliance are a full-time job on their own. As a broker for PEO and payroll services, Tatiana compares providers across the market and places you with the one that fits your business and headcount — you’re not being sold one company’s product.
No cost to you. The provider pays the brokerage fee, so the comparison and placement don’t come out of your budget.
What a PEO takes off your plate
- Payroll processing and filings
- Employee benefits administration
- Workers’ compensation coverage
- HR compliance and paperwork
Book Your Free Discovery Call
Not sure which one you need? That’s exactly what the call is for.
How it works
Exactly what happens on your call
No sales pitch and nothing to prepare. Fifteen minutes on the phone with Tatiana — here’s how it goes.
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01
Introduction
We start with brief introductions to understand who you are and what your business or personal financial goals are.
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02
Needs assessment
Tatiana asks questions to dive deeper into your situation — whether it’s tax-related, financial planning, business growth, or bookkeeping concerns.
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03
Service overview
You get an overview of how our services can address your needs, including tax advisory, financial planning, or other relevant services.
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04
Next steps
We discuss potential solutions, outline next steps, and determine together whether working together is a good fit.
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05
Your questions
Time set aside for anything you want to ask about the process, pricing, or services — answered plainly.
“By the end of the call, you’ll have a clear understanding of how we can help and what our partnership might look like moving forward.”
Tatiana Galeas
MBA, CTEC — Founder
Who you’ll be working with
A real person who knows your numbers — not a call center.
Green Owl Financial is led by Tatiana Galeas, who holds an MBA and is a CTEC-registered tax preparer in the state of California. When you book a call, you’re talking to her — not an account manager who passes you along.
She founded the practice in 2018 to give small business owners something bigger firms rarely offer: books that are actually current, tax guidance before the deadline instead of after it, and a straight answer when you ask “can we afford this?”
Based in Orange County, California, working with clients remotely across the country.
- Direct access — you work with Tatiana, every time
- Plain-English explanations, never jargon
- Bookkeeping, tax and payroll under one roof
- No judgment about how far behind you are
Before you book
Questions people ask first
What does it cost?
It depends on the size of your business and what you need — which is exactly what the discovery call is for. Pricing is one of the things we cover on the call, and you’ll leave knowing what working together would actually cost. The call itself is free.
My books are a mess and way behind. Is that a problem?
No — it’s one of the most common reasons people call. Catch-up and clean-up work is a normal part of what we do, and there’s no judgment about how long it’s been. The sooner we look, the less it costs to fix.
Do you handle taxes, or just bookkeeping?
Both. Tatiana is a CTEC-registered tax preparer, so your bookkeeping and your tax work stay under one roof — which means nothing gets lost in translation between two providers, and tax planning happens throughout the year instead of only in April.
What’s a PEO, and would one help me?
A PEO — professional employer organization — handles payroll, benefits administration, workers’ compensation and HR compliance for you as a co-employer. It usually starts making sense once you have employees and the admin is eating real time, or when you want to offer better benefits than a small company can typically get on its own. Tatiana works as a broker, so she compares options across providers rather than selling one company’s product — and the provider pays her fee, so the help costs you nothing. If a PEO isn’t the right move for your size or situation, she’ll say so.
Do I need to be in California?
No. Green Owl Financial is based in Orange County, California and works with clients remotely. The discovery call is by phone, and ongoing work happens digitally.
What do I need to have ready for the call?
Nothing. Come as you are. It’s a conversation about your situation and your goals — no documents, no spreadsheets, no prep required.
Is this a sales call?
It’s a fit call. Tatiana will tell you honestly whether she can help. If she isn’t the right fit for what you need, she’ll say so — you’ll still walk away with a clearer picture of where you stand.
Free discovery call
Pick a time that works for you
Fifteen minutes, by phone, at no cost. Choose a slot below and you’ll get a confirmation right away.
Prefer email? Write to Tatiana.greenowl@gmail.com