We’re here to bring structure, clarity, and calm to your financial operations.

Running a business is complex. We’re here to make one part of it simpler.

Coastal Financial Works was created for small businesses, real estate investors, and service providers who want a clear view of their numbers—and a partner they can trust to keep things on track.

We focus on modern bookkeeping and financial systems that help you:

  • Stay organized

  • Understand your financial performance

  • Make smarter, more confident decisions


  • Founder

    Christian has spent over a decade building and supporting small businesses—from managing financials for a family-run real estate company to launching and scaling his own wellness studio in Brooklyn. Along the way, he saw firsthand how clean books and thoughtful systems can empower better decisions—and how the opposite can hold a business back.

    With Coastal Financial Works, Christian blends his background in bookkeeping, operations, and entrepreneurship to help business owners stay organized, informed, and in control. He believes great financial support is about more than numbers—it’s about giving you time back, peace of mind, and the confidence to grow.

    When he’s not working with clients, you’ll likely find him surfing in Santa Barbara or tinkering with one of his latest off-grid projects.

Why We Do This

We’ve seen too many great businesses struggle with disorganized finances, frustrating systems, or bookkeepers who don’t communicate. We believe your books should be a source of insight, not stress.

Our goal isn’t just clean books. It’s to build systems that help you grow—with confidence and control.

Our Approach

  • Hands-On to Start. We get in the weeds with you for the first 30 days to clean things up and set the foundation.

  • Smart, Flexible Tools. QuickBooks Online, receipt capture apps, and systems that work for how you already operate.

  • Scalable Support. Whether you’re solo or scaling, we grow with you.

Want to meet us?

Schedule a free consultation.