Terracare Financial

We Specialize In

helping conscious companies maximize their profit and impact.

woman on phone

Helping Your Company Grow to Increase Its Impact.

Growing your company can be a struggle.

You already have so many different aspects of your business to focus on, it can be a challenge to make sure you are doing everything correctly on the financial side. That is why we decided to specialize in helping conscious companies take their business to the next level.

Our mission is to help you focus on running your business with the peace of mind that your accounting is being handled by a company that specializes in businesses like yours.

We just GET it. We get your unique business offerings, get where you struggle, get you what you need by offering insightful and practical advice, get the numbers, get how to become profitable, and get how—ultimately—it’s about so much more than the money!

Kelly Marshall

 

Founder of TerraCare Financial
Bookkeeper and Financial Wellness Coach

Education: Bachelor of Business Administration in Accounting from Niagara University
Specialty: Accounting & Advisory Services for Conscious Businesses

Our Team

Justin Marshall

Chief Project Officer

Sally Woods

Account Manager

Dan Groves

Account Manager

Penny Chase

Bookkeeper

Laura Kulys

Bookkeeper

Katie Marinelli

Marketing Director

Marc Rondon

Bookkeeper

Allie Marshall

Bookkeeper

woman working at desk

How did we get here?

TerraCare Financial Founder, Kelly Marshall spent over 20 years in the corporate accounting world; everything from regular accounting to internal auditing to banking to working with an investment management company. She started her own bookkeeping business in 2004 and, while she really enjoyed those corporate experiences, she discovered that her joy lies in helping small business owners and purpose-driven individuals who are bringing their own dream and visions to life. In the years since, Kelly has found others in this industry who share in this passion TerraCare Financial has grown to include multiple financial professionals to support each other and our clients.

We are obsessed with numbers and, while we have the experience to work any accounting job, we chose to focus on working with conscious entrepreneurs because we deeply believe in the need for their work to heal and bring joy to the world; their success is directly connected to the well-being of our communities.

We have since met so many incredible people out there who are gifted at helping their clients and changing their lives for the better, and who truly love what they do. Yet, they completely struggle with the financial side of operating their business and live in a consistent state of overwhelm.

They typically feel like no one gets them and their unique needs, and they feel alone, struggling to stay afloat.

These entrepreneurs are so committed to serving others that they often lose balance in their own lives, and all of this snowballs to make them not only less effective at their work, but they lose their energy, joy and can even give up on their business and dreams. We feel called to help these underserved individuals who are SO needed in this world!

Our team is here to be a bridge of support for you in becoming empowered to create the life of your dreams, including your financial wellness. It’s about YOU creating a business and life that works FOR you—not you being a slave to your business and to money. Once you align your vision, mission, and goals with your money, your finances will flow. You’ll be amazed at how easy and automated your business will become, AND you’ll have a super clear picture at any given moment where your business is at and what you’re working towards.

Does this sound like a match for what you need?

Schedule a complimentary 45-minute consultation

We love getting to connect with other entrepreneurs and would be thrilled to get to know you!

Kind Words from Clients

Carla Reeves

Carla Reeves Coaching

I have full confidence that she has her eyes on the numbers in my business and she is going to bring to my attention anything that looks a little funky. You have somebody on your team who’s invested in you growing and evolving.

Kate Kordsmeier

Success With Soul

I’ve always been pretty good with money myself. I’m a very organized person so when I started getting her help with the books, it was so much more about just being able to hand it off to somebody that I trusted and know that it would be done well and correctly. Delegating your bookkeeping to someone you trust frees you to concentrate on the things that are important to you and your business.

It gave me the confidence I needed to create more opportunities for myself. She’s kind, caring and things like my experience with financial professionals in the past is cold, mansplaining, it’s a very different vibe. She’s knowledgeable, educated, and amazing but she also brings this soulful, spiritual element to it that I feel is missing in that world and is so needed and it just resonated with me a lot.

Kristin Hadley

Soulful Abundance with Kristin Hadley

I historically hate bookkeeping and I was avoiding accounting personally and in business.  I knew that I needed to get my ducks in a row.  Kelly explained things to me in a way that no one ever had before.  It makes managing your money easy with the support of a bookkeeper who explains things in a way that you can understand.

I began owning the fact that I deserved to be taken care of around my money.  Kelly creates the space in her work for the client to be authentic and vulnerable to get real with themselves.  Show respect for yourself, your business, and your family by getting a handle on your bookkeeping.

Get In Touch

Phone

(716) 202-8720‬

Email

Let's Connect

Location

786 Terrace Blvd, Suite 2
Depew, NY 14043