At HELM, our mission is to empower agency owners

through comprehensive bookkeeping services and financial education, as well as enabling informed decision-making and strategic growth.

OUR CORE VALUES

01. Integrity

We are honest, dependable, and respectful. We uphold professional industry standards and respect our clients and employees.
02. Empowerment

We believe that every woman should have the financial freedom and time to enjoy their life. We want to help eliminate the stress and confusion around finances.
03. Knowledge

We believe that growth should happen every day so we make better decisions, positively impact the world around us, and continue to be a strong resource for our clients.
04. Transparency

We will be honest and truthful with ourselves and one another. We stand by our words and actions to assure we can be trusted and relied on in all aspects of our lives.
05. Collaboration

We believe that business owners should be celebrated and shared. We know that working together allows us to accomplish more. Our goal is to encourage and support each other.

AT HELM BOOKKEEPING

WE BELIEVE…

That every woman should have the financial freedom and time to enjoy their life. We want to help eliminate the stress and confusion around finances.

OUR ETHICS…

Ensure we will always conduct ourselves with integrity, fidelity, and honesty. Your business will be treated with the utmost respect.

WE STAND…

Beside our clients to assure they understand their finances better and can make more informed decisions that will help their businesses thrive.

meet our founder

MEGAN METZGER
Founder & Ceo

HELM was founded by Megan Metzger, a domestic staffing industry expert. Drawing from her extensive experience in the consulting business through Megan Metzger Consulting (MMC), Megan recognized a common problem plaguing agency owners—the confusion surrounding finances and the daunting nature of bookkeeping tasks. Far too often, business owners find themselves guessing at their business' performance as a result of delayed or premature hiring decisions, inadequate or excessive self-compensation, insufficient savings, and unexpected tax bills year after year.

Driven by her entrepreneurial spirit, Megan embarked on a mission to find the perfect solution for her clients. However, she quickly discovered that the market lacked diligent, knowledgeable, and affordable professionals who understand the intricacies of the domestic staffing industry, an industry close to Megan's heart due to her own business, Preferred ChildCare (PCC).

UNDETERRED, MEGAN TOOK MATTERS INTO HER OWN HANDS.

Today, Megan leads an exceptional team of bookkeeping professionals at HELM including certified CPAs, QuickBooks Pro Advisors, and experienced CFOs. Together, they handle the crucial tasks required for maintaining accurate financial records.

Please don’t worry, Megan is not doing the bookkeeping! As a trusted advisor, she actively engages with HELM clients, helping them gain a comprehensive understanding of their agency's finances and empowering them to make strategic changes that propel them toward their goals.

When Megan is not working, she is a self-proclaimed foodie, loves to travel internationally, and adores spending time with her four children—Hunter, Emma, Lily, & Mason (HELM).