Zelda P. Moneysworth - Unleashed Financial Advocates Zelda P. Moneysworth - Unleashed Financial Advocates
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Empowering Small Businesses with Back-End Brilliance

Written by Michelle Brown

Who We Are

Unleashed Financial Advocates is a woman-owned, straight-talking bookkeeping and financial systems consultancy. We roll up our sleeves and help professional services firms clean house — financially and operationally. With deep experience across law, engineering, nonprofits, and more, we build infrastructure that actually works, scales with you, and stops bleeding time, energy, and money.

What We’ll Fix (and Future-Proof)

Future-proofing isn’t fluff. It is function.

We deliver:

  • Financial Wellness Checks – We get under the hood of your systems, chart of accounts, and reconciliation process to show you what’s working, what’s wasting, and what needs to go.

  • Monthly Maintenance – Full-charge bookkeeping and QuickBooks Online management with sharp eyes and sharper instincts.

  • Accounting Infrastructure & Workflow Design – Whether you call it accounting, finance ops, or just “the back office,” we help build workflows that actually work—compliant, consistent, and crystal clear.

  • Strategic Planning & Implementation – We redesign back-end ops so everything talks to everything else, SOPs get followed, and financial chaos gets shut down.

  • Platform Integration & Workflow Alignment – We partner with SaaS and FinTech providers whose clients need more than a training video. We map, sync, and smooth systems so your tech becomes a trusted tool — not a dusty login.

  • Special Projects & Advisory – One-off support for vendor wrangling, pricing strategy, or untangling complex back-end challenges that need a fresh perspective and a steady hand.

The Cost of Getting It Wrong

  • Workflows that make no sense and waste everyone’s time

  • Systems that looked good in 2019 but are dragging you down now

  • Silence between departments or teams that should be syncing

  • Stale subscriptions and mystery charges

  • Disconnected software no one has time to learn

  • Financial blind spots that make audits a nightmare and decisions a guess\

  • Noncompliance risks that could cost you big

Who We Serve

We specialize in law firms, associations, nonprofits, and expert-based businesses where accuracy matters, time is tight, and trust is everything.

We also partner with SaaS and FinTech teams whose users need help bridging the gap between your product and QuickBooks Online. We’re your translator, trainer, and in-the-weeds fixer.

Why Us, Not the Other Guys

  • We Keep It Steady – You’ll stop dreading audits and start sleeping better.

  • We Live in the Real World – Not theory. We know how firms actually operate and where things go sideways.

  • We Catch the $1 Charges – And the $12K contracts no one canceled.

  • We’re More Than Bookkeepers – We’re your system-savvy, straight-talking, QuickBooks-whispering ally.

  • We’re Trusted by Professionals Across Sectors – Law firms, realtors, educators, and SaaS teams turn to us when it’s gotta get done right.

  • We Turn Tools Into Traction – If your software isn’t being used right, you’re bleeding value. We stop the drip.

  • Custom-Scoped, Value-Aligned Pricing – No bloated retainers. No black-box packages. Just scoped support based on what you really need.

  • Partnership-Friendly – SaaS platforms, CPAs, and consultants: let’s make life easier for your clients, together.

  • Clear Timelines – Most engagements show tangible results in 2–4 weeks, with a roadmap to longer-term efficiency gains.

Mini-Case Study

A law firm came to us paying $12K/year for an outdated phone system charging per user, despite the fact that work-from-home staff were using their own cell phones. We flagged it during a wellness review, aligned their vendor stack, and saved them $6K that year and future years—enough to reinvest money back into the company. Now, that’s future-proofing!\

Let’s See If We’re a Fit

You’re our people if


  • You’re too smart to DIY

  • Too seasoned to settle\

  • Too swamped to chase software ghosts

Need financial peace of mind? We’ll fetch the facts, sniff out stale costs, and guard your bottom line like a terrier. Schedule your discovery call today. 

💌 email Michelle@UnleashedFinacialAdvocates.com