About Our Team
As your personal QuickBooks ProAdvisors and Bookkeeping Specialists,
we are excited to work side-by-side with you in achieving your business goals.
Kaylie Douglas
Owner, CEO & CFO
Meet Kaylie, founder and CEO of Finer Financials LLC. Since launching the firm in 2019, Kaylie has been the driving force behind its mission to bring clarity, confidence, and lasting success to small business owners. From discovery calls to onboarding and beyond, she ensures every client journey is smooth, intentional, and rooted in long-term vision.
Kaylie’s expertise runs deep. With a strong command of financial reporting, systems, and strategy, she helps business owners understand their numbers, empowering them to make informed decisions that drive growth. Her ability to simplify the complex is one of the many reasons clients trust her with their financial foundations.
As both a leader and mentor, Kaylie is deeply committed to the success of her clients and her team. She fosters a culture of excellence, collaboration, and ongoing improvement. With unmatched attention to detail and a comprehensive understanding of all the services Finer Financials provides, Kaylie is dedicated to helping businesses not just stay afloat, but truly thrive.
Jason Douglas
Owner, COO & CTO
Meet Jason, co-leader of Finer Financials LLC and a foundational pillar of the firm's growth and innovation. With a strong background in business management and technology, Jason brings strategic insight and forward-thinking leadership to every aspect of the company. His ability to blend big-picture vision with operational precision keeps Finer Financials on the cutting edge of bookkeeping excellence.
Jason is known for his sharp problem-solving skills and calm, analytical approach. He specializes in complex bookkeeping clean-up projects, where his attention to detail and efficiency bring clarity and order to even the most disorganized records. His work not only restores financial accuracy but also sets clients up with systems that support long-term success.
Beyond the numbers, Jason thrives in building meaningful relationships. As a skilled networker, he connects with business owners, listens to their goals, and offers tailored support to help them move forward with confidence. Whether resolving challenges behind the scenes or offering guidance in client meetings, Jason’s dedication makes him a trusted partner in every financial journey.
Sarah Hager
Account Manager
Meet Sarah, the trusted advocate for both our clients and our team. As Account Manager at Finer Financials LLC, Sarah leads our recurring services with precision and care, ensuring every client receives consistent, high-quality support tailored to their unique needs. Her extensive background in corporate leadership, accounting, and bookkeeping allows her to bring a strategic, solutions-driven approach to every financial conversation.
Sarah excels at translating financial data into actionable insight. She walks clients through their reports with clarity and confidence, empowering them to understand their numbers and make informed decisions that support long-term growth. Her passion lies in helping business owners not just stay organized, but thrive with direction and purpose.
Internally, Sarah plays a vital role in mentoring the Finer Financials team. She reviews client accounts, refines workflows, and ensures smooth monthly and quarterly closes — all while creating an environment of collaboration, growth, and accountability. With Sarah at the helm of client success, both businesses and team members are equipped to excel.
Katie Richardson
Onboarding &
Clean Up Specialist
Meet Katie, the calm behind the chaos. As our onboarding and clean-up specialist, Katie is often the first friendly face new clients meet. With a detail-oriented mindset and a steady, thoughtful approach, she transforms disorganized books into clear, accurate financial records that lay the foundation for long-term success.
Katie specializes in untangling months or even years of backlogged bookkeeping. Whether it's cleaning up undeposited funds, reconciling accounts, or sorting overdue payables and receivables, she thrives on restoring order and giving clients peace of mind. Her work ensures that your numbers not only make sense, but actually support the decisions you're making as a business owner.
Backed by years of experience in bookkeeping, data entry, and client service, Katie blends technical skill with a personal touch. She understands the pressure small business owners face and is passionate about creating clarity, confidence, and forward momentum in your financial journey. With Katie on your team, you're not just catching up, you're getting ahead.
Allyson Lassiter
Payroll Specialist & Executive Assistant
Meet Allyson, the steady hand behind smooth payroll operations at Finer Financials. As our Executive Assistant, she specializes in guiding clients through every step of the payroll process, from onboarding employees and contractors to ensuring accurate and timely payroll runs that keep your team paid and your business compliant.
With certifications in both QuickBooks Online and Gusto, Allyson brings expertise and confidence to every payroll task. She works closely with clients to gather necessary documentation, manage schedules, file 1099s, and coordinate with tax professionals for year-end reporting, all while keeping things efficient and stress-free.
Beyond payroll, Allyson plays a key role in supporting the day-to-day operations of our growing firm. She leads discovery calls with new clients, manages internal and external communication, helps refine workflows, and jumps in wherever support is needed. Her resourceful nature and proactive mindset make her a reliable go-to for both clients and the team.
Allyson is passionate about building strong relationships and learning what makes each business unique. She takes pride in her work and is dedicated to delivering exceptional service that helps our clients feel confident, supported, and set up for success.
Let us give you the answers you've been looking for!
Know where your money is going
Fine tune your products or services
See what your Profit & Loss is every month
Receive accurate reports that compare your business financials in any given time period
Contact us and finally see where your business stands
Thank you for visiting our website. If you want to use this website, you must agree to conform to and be legally bound by the terms and conditions described below.
IF YOU DISAGREE WITH ANY OF THESE TERMS OR CONDITIONS, DO NOT USE OUR WEBSITE.
1. MINORS.
We do not provide services or sell products to children. If you are below the age of 18, you may use our website only with the permission and active involvement of a parent or legal guardian. If you are a minor, please do not provide us or other website visitors with any personal information.
2. PRIVACY POLICY IS PART OF THESE TERMS AND CONDITIONS.
Our privacy policy is part of, and subject to, these terms and conditions of use. You may view our privacy policy on this website.
3. MODIFICATIONS AND TERMINATIONS.
These terms and conditions may change from time to time. If such changes are made, they will be effective immediately, and we will notify you by a notice posted on our website’s home page of the changes that have been made. If you disagree with the changes that have been made, you should not use our website.
We may terminate these terms and conditions of use for any reason and at any time without notice to you.
If you are concerned about these terms and conditions of use, you should read them each time before you use our website. Any questions or concerns should be brought to our attention by sending an email to info@finerfinancials.com, and providing us with information relating to your concern.
4. LICENSEE STATUS.
You understand and agree that your use of our website is limited and non-exclusive as a revocable licensee. We may terminate your license to use our website, and access to our website, for any reason, and without giving you notice.
5. CONTENT OWNERSHIP.
All content on our website is owned by us or our content suppliers. On behalf of ourselves and our content suppliers, we claim all property rights, including intellectual property rights, for this content and you are not allowed to infringe upon those rights. We will prosecute to the fullest extent of the law anyone who attempts to steal our property.
You agree not to copy content from our website without our permission. Any requests to use our content should be submitted to us by email to info@finerfinancials.com.
If you believe that your intellectual property rights have been infringed upon by our website content, please notify us by sending an email to info@finerfinancials.com, or by sending mail to us at the address listed below. Please describe in detail the alleged infringement, including the factual and legal basis for your claim of ownership.
6. DISCLAIMERS AND LIMITATIONS OF LIABILITY.
The information on our website is provided on an ”as is”, ”as available” basis. You agree that your use of our website is at your sole risk. We disclaim all warranties of any kind, including but not limited to, any express warranties, statutory warranties, and any implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that our website will always be available, access will be uninterrupted, be error-free, meet your requirements, or that any defects in our website will be corrected.
Information on our website should not necessarily be relied upon and should not to be construed to be professional advice from us. We do not guarantee the accuracy or completeness of any of the information provided, and are not responsible for any loss resulting from your reliance on such information.
If your jurisdiction does not allow limitations on warranties, this limitation may not apply to you. Your sole and exclusive remedy relating to your use of the site shall be to discontinue using the site.
Under no circumstances will we be liable or responsible for any direct, indirect, incidental, consequential (including damages from loss of business, lost profits, litigation, or the like), special, exemplary, punitive, or other damages, under any legal theory, arising out of or in any way relating to our website, your website use, or the content, even if advised of the possibility of such damages.
Our total liability for any claim arising out of or relating to our website shall not exceed one hundred ($100) dollars and that amount shall be in lieu of all other remedies which you may have against us or our affiliates. Any such claim shall be subject to confidential binding arbitration as described later in these terms and conditions of use.
7. OBSCENE AND OFFENSIVE CONTENT.
We are not responsible for any obscene or offensive content that you receive or view from others while using our website. However, if you do receive or view such content, please contact us by email to info@finerfinancials.com so that we can investigate the matter. Although we are not obligated to do so, we reserve the right to monitor, investigate, and remove obscene or offensive material posted to our website.
8. INDEMNIFICATION.
You understand and agree that you will indemnify, defend and hold us and our affiliates harmless from any liability, loss, claim and expense, including reasonable attorney’s fees, arising from your use of our website or your violation of these terms and conditions.
9. COMPLIANCE WITH GOVERNING LAW AND DISPUTE RESOLUTION.
You agree to obey all applicable laws while using our website.
You agree that the laws of UT govern these terms and conditions of use without regard to conflicts of law provisions.
You also agree that any dispute between you and us, excluding any intellectual property right infringement claims we pursue against you, shall be settled solely by confidential binding arbitration per the American Arbitration Association commercial arbitration rules. All claims must be arbitrated on an individual basis, and cannot be consolidated in any arbitration with any claim or controversy of anyone else. All arbitration must occur in Wasatch County, UT, USA. Each party shall bear one half of the arbitration fees and costs incurred, and each party is responsible for its own lawyer fees.
10. SEVERABILITY OF THESE TERMS AND CONDITIONS.
If any part of these terms and conditions of use are determined by a court of competent jurisdiction to be invalid or unenforceable, that part shall be limited or eliminated to the minimum extent necessary so that the remainder of these terms and conditions are fully enforceable and legally binding.
11. HOW TO CONTACT US.
Any questions or concerns about these terms and conditions of use should be brought to our attention by email to info@finerfinancials.com, and providing us with information relating to your concern.
You may also mail your concerns to us at the following address:
Finer Financials LLC
792 West 1250 South
Heber City, UT 84032
USA
12. ENTIRE AGREEMENT.
These terms and conditions, including the policies incorporated herein by express reference, constitutes your entire agreement with us with respect to your use of our website.
These terms and conditions were last updated on 06/11/2024.
