What people are saying.

  • “As a small business owner focusing on building my yoga practice, the financial side of things always felt overwhelming. Meeting with Coleman Assets, LLC for a business consultation was a game-changer! They demystified bookkeeping practices, set me up with a system that's actually easy to use, and even explained what a P&L statement is (and why it matters!). I really appreciated their professionalism, how they took the time to educate me, and their reliable, timely communication. Now I feel confident and organized about my business finances and excited to review my P&L (profit and loss statement) at the end of the year! I highly recommend Coleman Assets, LLC to any business owner looking for bookkeeping support and financial peace of mind..”

    — Jessy Coleman, owner JessyCYoga

  • "Before working with Coleman Assets LLC, I was struggling with how to price my labor and organize my business structure so that my partner and I were both fairly compensated. We also struggled with establishing our organization agreement. We had met with multiple professionals that couldn’t give us straight and clear answers so it was really frustrating to feel like we were taking shots in the dark towards some very significant choices I needed to make in my business. Having Kelli sit down and so clearly explain processes and make suggestions was so impactful. I literally felt a huge weight lift from my shoulders because it felt like I finally had found someone who understood my issues and balanced out my entrepreneurial mindset with clear, concise, administrative experience. I have noticed so much more mental free space since starting to work with Kelli because I know that there are very technical needs that my business has which are now being taken care of. Creating concise systems is not my strong suit so I can have more time working on my business because I trust Kelli to handle the questions I have for her. The very first meeting where Kelli came prepared with a spreadsheet to show me some financial models that were direct answers and solutions to the questions I was struggling with, I immediately knew that I made the right choice in hiring Kelli as a consultant."

    - Kristen Prosen, Owner Mandala Wellness

  • "Starting my own business was a dream, but the process of forming an LLC felt overwhelming and paralyzing. As someone with anxiety, I struggled to even know where to begin, and the whole situation left me stuck. That's when I found Kelli, and I can't express how much of a lifesaver she was! Kelli walked me through every step with clarity and compassion. She took care of all the logistical details, so I didn't have to stress about legal jargon, paperwork, or deadlines. Her expertise allowed me to focus on what I’m passionate about—building the heart of my business. Her patience and understanding made the experience so much easier. She turned what felt like a daunting mountain into a manageable process. I truly couldn’t have done it without her, and I’m so grateful for the peace of mind she provided. If you’re feeling overwhelmed or stuck, I cannot recommend Kelli enough. She made what felt impossible entirely achievable. Thank you, Kelli!"

    - Amanda Hopkins, owner Circle of Insights