Our Mission

Our mission is to support business owners in achieving better work-life balance and lasting financial success. We do this by simplifying their finances, giving them peace of mind about where their business stands and where it’s going, and providing expert guidance to help them reach their personal and professional goals.

Our Goal

To empower both our team and our clients with greater freedom—freedom of time, financial clarity, and peace of mind. We strive to create a work culture that supports flexibility and well-being, and to help clients experience the same through thoughtful, stress-reducing financial guidance.

About our Company

We believe a great team, great processes, and a clear focus creates a great company. 

We believe that innovation is happening all around us, all the time, and we take advantage of the technology that is out there in order to provide a better experience for both our clients and our employees. We are based out of Lexington, KY, but we work with clients all over North America. We know that compliance and data entry are necessary, but we also realize that we are in a perfect position to be the advisors that small businesses need to succeed.

About our Team

We believe happy employees create happy clients.

We strive to have the best and happiest employees, so we place a work-life balance as a top priority. We offer flexible schedules, work-from-home options, and profit sharing to our teams, which allows them to find fulfillment in their work without sacrificing their personal happiness. We emphasize training and have required accounting, bookkeeping, and strategy trainings for our team every month — so that they are always prepared to offer the best of the best to their clients.

Personal Touch

Personalized service for each client and the details that make your company unique.

Each monthly bookkeeping client has a personal bookkeeper that cares for and manages their work. Having people personally know you and your business help us to provide exceptional service that is individualized to your circumstances, including how you prefer communication, how involved you would like to be, and are aware of the details that make your company unique.

History & Inspiration

Provide services beyond tax preparation for small business to help them succeed.

Our inspiration in starting our business was to create a solution for small businesses that gives them the tools they need to succeed. We offer a full service solution for small businesses that went beyond tax preparation and gave them the tools they need to succeed, like regular financial statements and budgets.

Many accounting & bookkeeping firms focus only on the necessary compliance tasks, such as end of year bookkeeping and tax preparation. We take a different approach and believe that a small business can only succeed if they have the same tools large corporations have at their disposal – accurate monthly financial statements, financial analysis, budgets & forecasting, cash-flow projections, tax strategy & planning for example. These tools allow small businesses to make informed decisions based on accurate and up to date information, which gives a business it’s best chance to succeed.

Meet our Team

‘We allow our employees to build a career that fits their life instead of trying to build a life around their career.
Bethany Galguera

Owner & Certified Public Accountant

Bethany graduated from her hometown college, University of Virginia at Wise. Since then, she has worked for large corporations, one person businesses, and small companies. This experience helped her start her own company in 2017, which has doubled in revenue and clients year over year since it’s creation. Bethany loves to travel with her husband…

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Jade Casiano

Senior Bookkeeper

Jade Casiano was born and raised in Tennessee. She moved to Lexington, KY when she married her husband in 2014. Jade has worked in customer relations, office administration, and office management for the past 10 years. Now she is QuickBooks Advanced Proadvisor and a bookkeeper for Innovative Accounting. A couple of her favorite hobbies include…

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Cecilia Machado

Senior Accountant

Cecilia Machado was born in Guayaquil, Ecuador and moved to the US when she was 18 years old. She attended the University of KY – Gatton College of Business an Economics and graduated in 2006 with an Economics degree. She started her career in office administration of medical practices and then moved to accounting &…

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Jen Gavin

Accountant

Jen Gavin comes from a picturesque coastal town in South Africa, a country renowned for its vibrant culture, breathtaking wildlife, and world-class wine farms. She has a Bachelor’s degree in accounting science and over two decades of diverse finance experience ranging in financial services, auditing, accounting, bookkeeping, and tax. Fluent in English and Afrikaans, she…

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Linda Rijlaarsdam

Client Bookkeeper

Linda grew up on her family’s dairy farm in Mesa, Arizona. Her parents instilled in her the value of hard work. Since her youth she also had the opportunity to pursue music and sports which she still enjoys to this day. In Arizona she graduated high school with a 4.3 GPA and from Chandler Gilbert…

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Ricardo Gomez

Client Bookkeeper

Ricardo Gomez was born and raised in California. He worked at the railroad for 14 years as an electrician . He and his wife now live in Thailand. He is trilingual, able to speak English, Spanish and Thai. Ricardo loves to spend time with his family, mountain biking and playing baseball.    PHONE: 859-977-9683

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Jenna Alvarez

Client Bookkeeper

Jenna was born and raised in Louisville, KY and graduated from the University of Louisville.  Over the years she has gained experience working in medical offices and for small business owners.  She loves to spend her free time with family and friends, her husband, Josh, and their German Shepherd enjoying the great outdoors be it…

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Dulce Meyers

Bookkeeper

Here is a little about my personal life. I grew up in Kentucky but currently live in Indiana. I am fluent in Spanish and English. I went to ATA college and graduated in 2012 in Medical Office administration. After graduation, I worked for different medical offices/hospitals. I am QB ProAdvisor certified and plan to take…

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Technology Partners

Smart tools we use so you don’t have to.
*QuickBooks Online is our preferred software for our small business clients.

Why Choose Us

  • We Provide Regular Financial Statements: Regular monthly reporting provide essential data for business owners so they can make better decisions to control costs, identify areas to improve, and grow their business.
  • We Provide Consistent Communication: Many firms struggle with communication, not getting back to their clients with essential information and answers to their questions. We have adequate staff with designated team members assigned to your account and we limit the amount of new work and clients we take on. We generally respond to our clients within one to three business days.
  • We Provide Advisory Services:  Many other accounting firms focus only on tax preparation, legislative compliance, and tax liability. At Innovative Accounting, we not only provide these services, but we also focus on reporting on where you are now and helping you get the information you need to make better financial decisions. We also can expand your accounting services as your company grows by offering services such as tax strategies, financial analysis, budgeting, and forecasting.
  • We go Above & Beyond When it Comes to Our Clients’ Security:  In addition to other softwares and security measures, we utilize Practice Protect® to secure sensitive client data with an accountant-specific cybersecurity platform. We also use Karbon®, which is designed specifically for accountants to provide bank-grade level security for the sharing of financial and tax information.
  • We Perform our Work at the Highest Standards: We focus on Integrity. To us integrity is defined as honesty, consistency, and accuracy of one’s decisions, actions, and expectations – in short, one’s value system. With extensive reviews, checks and balances, and transparency we strive to maintain higher than industry standards in all of our work.

° ° ° Our Blog ° ° °

News, Updates & Advice
Nov102025

Client Appreciation with QuickBooks Assistance

Industry: Technology Company
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Service: Monthly Bookkeeping
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What Happened: When the client has issues, questions, or needs assistance with QuickBooks, he always reaches out and is very appreciative for us fixing or assisting with the specific problem at hand or the explanation provided.

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Our Client’s Words: coming soon …

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Nov102025

Client Satisfaction that Keeps Him on Track

Industry: Landscaping
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Service: Monthly Bookkeeping
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What Happened: Client states we’re great, very professional, and accessible! He appreciates when at times he falls behind on his monthly tasks that his bookkeeper, Jenna, helps him to catch up and get back on track. His research on us as a company and not a big corporation is what attracted him to work with us.

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Our Client’s Words: coming soon …

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Nov102025

Client Satisfaction with our Peace of Mind Bookkeeping

Industry: Real Estate
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Service: Monthly Bookkeeping
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What Happened: He states he has very few needs, and we communicate with him because he does not like dealing with it [bookkeeping], so he’s happy we handle everything for him.

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Our Client’s Words: coming soon …

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Nov102025

Client Satisfaction after Managing Company Finances

Industry: Consulting
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Service: Monthly Bookkeeping with Tax Strategy
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What Happened: She’s very happy with us as a company and the services we provide. Prior to working with us, she did not know how to handle and manage the company. Our client states we’ve made her life easier and could not be more thankful or imagine the past year without us.

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Our Client’s Words: coming soon …

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Nov102025

Client Satisfaction after Pricing Change

Industry: Personal Gifts
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Service: Monthly Bookkeeping
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What Happened: In our annual check-in, we advised our client about an increase in pricing as we were no longer offering the current pricing her current package was on. Our client was extremely understanding, in fact, the client said she thought we were undercharging for the high level of services we provide. She’s very appreciative of what we do and could not be happier with the team she works with.

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Our Client’s Words: coming soon

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Nov102025

Year-end bookkeeping for accuracy

Industry: Condo Association
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Service: Year-end bookkeeping
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What Happened: This client is highly involved in maintaining the accuracy of their books and has a very specific way they like things done. They also work closely with another accounting firm and their banks to ensure everything is just so. Supporting this client requires frequent communication, collaboration, and flexibility on our part. We review details carefully, make adjustments as needed, and provide input to keep everything consistent.

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Our Client’s Words: “As always, I am very grateful for your ongoing support and professional advice.  Jenna, you have always been timely and thorough in responding to any and all questions that I have.  Thank you!.” – LA

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Wherever you are, we’ll meet you there.

We have the tools and support to take the next step confidently. We believe our services speak for themselves, we don’t believe in pushy sales tactics.

Would you like to find out more?

Schedule a Discovery Call