Accounting + Technology + Insight =

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  • Services

    Accounting by its very nature is historical.

    How can looking to the past help you plan and execute for the future?

    The Numbers Agency will be your guide.

  • Let's Get Started

    Schedule a free consultation and let's build something epic.

  • Vision

    We aim to help our clients thrive by leveraging accounting and technology 

    to create a unique and fulfilling experience.


    The Numbers Agency aims to foster deep and meaningful partnerships with our clients so that we may gain complete insight into the nuances of your business and the difficulties you face. We walk through thick and thin with our clients, through good times and in bad. We believe that our success lies in the success of our clients.


    Our team members possess a passion for accounting, business, and entrepreneurship. This passion drives us to constantly seek deeper knowledge of our industry and understanding of the industries of our clients. That being said, nothing is greater than our passion for service. We like to roll out the red carpet, because your business is as important to us as it is to you.


    We at The Numbers Agency possess a fundamental understanding that unique problems require unique solutions. Creativity is the cornerstone of innovation and we possess that in spades. We are always looking for better ways to serve our clients through new products and better processes.


    The 'numbers' can be difficult to understand. Accounting isn't something that always comes natural to people. One of our driving goals is to educate our clients about the numbers and what they mean for their business. The very health of a business lies in that data and we want to educate our clients so that they can gain that valuable insight.


    Technology is a remarkable tool, but it's a rapidly moving target. There are so many apps out there to make life easier, but it's hard to choose which one is right for the job and it's easy to get overwhelmed. The Numbers Agency works with these tools everyday and can make smart recommendations based on your specific needs. Because we are obsessed with efficiency and technology, we are constantly testing new apps and developing new processes and that makes us uniquely qualified to guide you through it all.

  • Meet the Team

    Our team combines experience with passion, innovation, and dedication. We have over 80 years of combined experience in and around the accounting industry. Our team works virtually from our four US locations to serve clients all over the country. From rural back roads to corporate boardrooms, we are committed to developing rich partnerships with our clients to help them thrive.

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    Founder & President

    Erica didn't always work in accounting. Over the years, she has had the good fortune to work in a very wide variety of positions in a broad array of industries. Having worked extensively in the service and entertainment industries, as well as in e-commerce, social work, property management, advertising, construction, non-profit and more, she offers a well-rounded approach to business consulting and advising. With an entrepreneurial spirit, creativity at her core, and a 'no-challenge-is-too-big' attitude, she has yet to find an obstacle that she can't overcome.

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    Oracle of Ledgers

     Kathy has worked in accounting for over 30 years. She started her career in public accounting, but transitioned into an accounting and general management position for a retail furniture store. This position exposed her to marketing, merchandising, and HR roles, which has helped to round out her experience. When not working, Kathy enjoys gardening, sewing, and volunteering with veterans in her community, but her true pride and joys are her eight grandchildren.

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    Wizard of Digits

    April has worked in accounting for more than 20 years. She most recently worked with a rapidly growing, multi-location private company, where she had the privelage to wear many hats. Among her many skills, she is versed in payroll, HR, acquisitions, real estate purchases, leases and contracts. In her free time, April enjoys playing recreational volleyball and exploring new destinations with her husband and two teenage daughters.

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    Foreteller of Finance

    Samantha has worked for a number of nonprofit organizations where she had the opportunity to develop a specialized business curriculum for New York State to support individuals on the Autism Spectrum in their employment and entrepreneurship journeys. She also had the privelage to serve as Program Manager for a nonprofit focused on providing financial literacy for low-income youths. Her experience in bookkeeping, combined with her dedication to supporting individuals and organizations makes Samantha a valuable asset. In addition to her professional skills, Samantha bakes a mean fudge brownie!

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    Maven of Accounting

    Christine is an original co-author of Intuit's Pro Advisor Certification course series. She is not only a recognized speaker and authority on Quickbooks, but she has brought a solutions-oriented practice with a proven record of achievement to hundreds of clients nationally for over 25 years. With a Masters of Education from Wayne State University, Christine has a real talent for taking her deep accounting knowledge and breaking it down to teachable lessons that even the most novice business owners can understand. A born mentor, teaching and training is where she really shines!

  • Blog

    Thoughts, musings, tips & tricks.

    Welcome to the world of Key Performance Indicators, or KPIs as we like to call them. If you've ever wondered how successful businesses seem to have their fingers on the pulse of their performance, well, you're in the right place. KPIs are like the dashboard of your business vehicle, giving you a...
    Welcome to our guide on setting and crushing financial goals for your small business. Let's face it, steering the ship of your own business can feel like riding a rollercoaster - thrilling, a bit scary, and occasionally leaving you wondering why you got on in the first place. But fear not,...
    Welcome, small business owners, entrepreneurs, and financial enthusiasts, to our comprehensive guide on mastering the art of invoicing, receivables management, and collections. In the fast-paced world of business, effective financial management is the key to success, and that's exactly what we're...
    Welcome, fellow business owners, to the wonderful world of expense tracking! If you've ever felt like your finances were doing the Cha-Cha slide without your consent, fear not – we're here to turn that financial frenzy into a well-choreographed tango. In this guide, we'll dive into the nitty...
    As a small business owner, navigating the intricacies of financial management can feel like traversing uncharted territory. Amidst the myriad of responsibilities, one fundamental tool stands out as the cornerstone of financial organization: the Chart of Accounts (COA). In this comprehensive guide...
    Ah, the world of inventory management – where counting beans turns into a strategic game of supply and demand. Inventory management can make or break even a large, successful business. It can be complex with many nuances to consider. So, buckle up as we embark on a journey to master the art of...
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    Don't be afraid to reach out.YOU + US = AWESOME.