Focus & Flow Financial
Your Partner in Financial Clarity
I’m Teresa Passey Fox, founder of Focus & Flow Financial, dedicated to helping entrepreneurs take control of their finances with organized, accurate, and stress-free bookkeeping. With years of experience in financial management, process optimization, and business operations, I ensure your books are not just up to date—but working for you.
I specialize in transaction categorization, reconciliation, and financial reporting to provide clear insights into your business's financial health. Whether you need
ongoing bookkeeping, a full financial cleanup, or best-practice SOPs, I help business owners eliminate guesswork and focus on growth, profitability, and financial confidence.
Are you ready to focus on what truly matters?
Discover The Top 10 Financial Mistakes Small Businesses Make (and How to Avoid Them)
Why Choose Us?
We Are Your Partner in Financial Clarity
At Focus & Flow Financial, we take the stress out of bookkeeping so you can focus on running and growing your business with confidence. Here’s what sets us apart:
Accurate & Reliable Bookkeeping - We ensure your financial records are well-organized, up to date, and error-free—giving you the clarity you need to make informed decisions.
Customized Financial Support - No two businesses are the same. Whether you need routine bookkeeping, financial cleanup, or guidance on best practices, we tailor our services to fit your unique needs.
Streamlined Processes for Efficiency - We help implement and document bookkeeping workflows that improve accuracy, save time, and set your business up for long-term financial health.
More Than Just Numbers - Your books tell a story. We don’t just track transactions—we provide insights that help you understand your financial health, uncover opportunities, and avoid costly mistakes.
A True Financial Partner - Your success is our priority. We bring attention to detail, proactive problem-solving, and clear communication to ensure your business runs smoothly with financial confidence.
Let’s take control of your finances and set your business up for success—with clarity, efficiency, and ease.
SERVICES
Our Areas of Expertise
Bookkeeping
Keeping your business finances organized and up to date is essential for making informed decisions. Our monthly bookkeeping services include accurately categorizing transactions, reconciling business accounts (checking, savings, credit cards, and more), and providing detailed financial reports, including Profit & Loss Statements and Balance Sheets.
With clear, reliable bookkeeping, you’ll always know where your business stands financially—without the stress of managing it yourself.
Cleanup
If your books are behind or inaccurate, we’re here to get you back on track. Our cleanup services bring your financial records up to date by categorizing past transactions, reconciling business accounts, and generating accurate financial reports—just like our monthly bookkeeping, but for previous months that need attention.
Whether you're catching up for tax season or simply want a fresh start, we’ll ensure your books are complete and reliable.
*Clients who sign up for ongoing monthly bookkeeping receive a 20% discount on their cleanup service!
Standard Operating Procedures (SOPs)
Struggling with financial processes that feel disorganized or inefficient? We offer in-depth audits to identify gaps, inefficiencies, and opportunities for improvement in your financial workflows. After assessing your current processes, you’ll receive a detailed report with recommendations based on industry best practices. We’ll document up to three Standard Operating Procedures (SOPs) tailored to your business, providing clear, step-by-step instructions that can be used for training and consistency.
Need more? Additional SOPs can be created as needed to ensure your financial operations run smoothly and efficiently.
Financial Advisory Services (Coming Soon)
As your business grows, so do your financial needs. Our upcoming financial advisory services will provide strategic insights, cash flow planning, and budgeting support to help you make informed decisions with confidence.
We’re taking the time to understand what business owners need most so we can offer the right level of guidance when you
You Focus On Your Business
let us worry about your books.
Managing your business finances doesn’t have to be overwhelming. At Focus & Flow Financial, we take care of the numbers so you can focus on what you do best—growing your business. With accurate bookkeeping and organized financial records, you’ll have the clarity, confidence, and peace of mind to make informed decisions.
Reduce Errors – Stay compliant and avoid costly mistakes with accurate, up-to-date bookkeeping.
Save Money – Know where your money is going and identify opportunities to cut unnecessary expenses.
Focus on Growth – Spend less time on paperwork and more time building your business.
Easily Understand Your Financial Health – Get clear, easy-to-read reports that help you track profitability and plan for the future.
Testimonials
Teresa is the consummate professional
to help you navigate your big financial picture.
Teresa was the College of Science Financial Officer when I was Dean at Utah State University. She managed a budget of more than $40M and a team of 13 finance professionals. Teresa not only ably presented financial information clearly and concisely, she anticipated possible problems and troubleshooted them effectively. Teresa is the consummate professional to help you navigate your big financial picture. You won’t regret engaging her!
Maura Hagan
Former Dean, College of Science
Utah State University
...because of her years of expertise, [she] thinks of things before I can blink.
Oh my goodness, there is just NO way, as a solo-preneur, that I could be as successful in my business if not for Teresa!. She has been my angel! Teresa has helped create the amazing shop on my website, she does my weekly blog post, does my bookkeeping, and so much more. She is creative, organized, and timely and, because of her years of expertise, thinks of things before I can blink. If you feel stuck, overwhelmed, and need creative support, I recommend Teresa!
Lori finlay
Women, Wisdom, & Wellness
Her attention to detail and her ability to communicate the budget status allowed the office to function smoothly through all financial ups and downs.
While I was serving as a College Dean, Teresa Passey took care of all budgeting matters for our office. This task included day-to-day bookkeeping but also preparing and monitoring the College budget. She also coordinated the budgets for the six academic departments in the College and managed several office staff. Her attention to detail and her ability to communicate the budget status allowed the office to function smoothly through all financial ups and downs. Working with Teresa was a joy
Mary Hubbard
Former Dean, College of Science
Utah State University
The best money you will ever spend is on Teresa Passey!
The best money you will ever spend is on Teresa Passey! She has allowed our organization to move forward at light speed! Whatever we needed done was finished before we knew it! Teresa’s ideas and input have enabled our non-profit to reach a wider audience without spending a fortune. We highly recommend Teresa for all your administrative needs and more.
Living With Harmony
Planet-Based Living Non-Profit
Running a business is hard enough—don’t let common financial mistakes hold you back!
This free guide breaks down the top 10 financial pitfalls small businesses make and gives you practical solutions to keep your finances on track and your business thriving.
2022 All Rights Reserved.