Why Does Trajectory Books Exist?Empowering small businesses with clarity and peace of mind
We saw too many business owners feeling overwhelmed by their finances—whether from limited time, resources, or clarity. Our goal is to take that weight off your shoulders, so you can stay focused on running and growing your business.
Leadership Team
Charlotte Kiefl
Co-ownerHello, fellow entrepreneurs! Get ready to experience a whole new level of financial management with Charlotte – not only a dedicated remote bookkeeper but also a mom of two, bringing a personal touch to your small business needs. With a passion for precision and a commitment to your business's financial health, Charlotte, armed with a commerce degree specializing in accounting from Saint Mary's University and boasting over 15 years of experience, offers remote bookkeeping services that bring efficiency and convenience to your fingertips.
Kevin Robinson
Co-ownerHello entrepreneurs! Kevin is a CPA and MBA with more than a decade of experience helping business owners understand their numbers and make confident financial decisions.
After working closely with businesses across North America, Kevin saw a common frustration: many owners were treating bookkeeping like a chore instead of a tool for understanding what was really happening inside their business. Without clear financial information, it becomes harder to make decisions, plan ahead, and grow with confidence.
As co-owner of Trajectory Books and founder of Trajectory CFO, Kevin helps bring practical financial clarity to small and growing businesses so owners can use their numbers to make better decisions and run their business with confidence.