A one-time, CPA-led assessment of your business finances. We read your books the way a buyer, a banker, and an operator would, then hand you a plain-English findings report and a step-by-step action plan.
Checkout to clarity
Check out in two minutes. You'll get an Evergreen portal account immediately.
Upload your documents — or connect QuickBooks and we'll pull what we need, read-only. A guided checklist walks you through it.
Evergreen reviews everything through the Evergreen Lens. You'll see live status updates in your portal and get notified at every milestone.
We deliver your Findings Report and Action Plan, walk you through them, and point to the highest-leverage next moves.
A clear, owner-readable breakdown of what your numbers say — strengths, leaks, risks, and the three things costing you the most. No jargon, no 40-tab spreadsheet.
A prioritized, do-this-next plan — the specific moves that protect cash, lift margin, and close the gap to your goal, sequenced by impact.
Tara Marinig, CPA
Founder & Lead Advisor
B.A. Accounting, University of Washington
Formerly Smartsheet · RSM US · Clark Nuber
Behind Evergreen
Tara is a CPA with 10+ years across public accounting and high-growth tech. She trained as an auditor at Clark Nuber and RSM, then moved in-house — most recently as Senior Manager of Revenue Accounting at Smartsheet, where she ran the close, designed SOX controls, and kept the financials accurate and on time. She founded Evergreen to bring that same rigor to business owners — and is growing it into a team that reads your business the way owners wish they had time to.
Across SaaS, services, and small business — from local operators to companies past $1B in revenue.
“Most owners don't have a numbers problem. They have a clarity problem. That's the one we solve.”
Beyond the assessment
Part of Tara's toolkit — the depth behind every engagement.
Checkout takes two minutes — you'll get a secure portal account right away and a guided checklist of what to share. Most of it you already have.
If the assessment doesn't surface at least three things worth acting on, the engagement is on us.
Everything included