With Us by Your Side, Your Financial Decisions Get Easier

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Why You Need a Financial Advisory Partner for Your Business

Running a business means wearing many hats, but managing your finances shouldn’t be one of the things you try to handle alone. Partnering with a financial expert can save you time, stress, and money in the long run, allowing you to focus on what you do best—growing your business. Here’s why working with a financial advisory partner is key to your success:

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Avoid Costly Mistakes & Stay Compliant

Managing finances alone, especially without a solid background, can lead to costly mistakes like misfiled taxes, overlooked deductions, payroll errors, and incomplete records. These issues can result in penalties and missed opportunities. A financial expert ensures accuracy, compliance, and optimization for your business.

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Make Confident, Informed Decisions

A financial advisor provides more than just bookkeeping—they deliver strategic insights that guide your business forward. From cash flow management to growth planning, you’ll have the expert support you need to make smarter decisions that align with your business goals.

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Save Time & Focus on Growth

Instead of juggling financial tasks, you can rely on an expert who knows the landscape. This lets you focus on growing your business, confident that your finances are handled. Partnering with a financial advisor gives you peace of mind, helps avoid costly mistakes, and provides insights to help your business thrive.

About Us

The Paper Plan-it was established over 25 years ago by Marlene Waller-Sutherland in the Brainerd Lakes area. In late 2019, Tina Miller took over ownership, continuing the legacy of exceptional client service, comprehensive support and strategic partnership that we are so proud to provide for our clients.


We are math nerds - our passion for numbers drives us to craft innovative accounting solutions that meet our clients’ unique needs. We offer peace of mind by ensuring accuracy and reliability from the start, allowing our clients to focus on what truly matters – growing your businesses.

Tina Miller

Owner & CEO

Learn more about us
How It Works

Your path to financial ease.

Reach out to us.

Let’s start with a conversation! Reach out, and we’ll take the time to understand your business and its unique needs. We’re here to make the process easy and stress-free.

Learn how we can help.

We’ll walk you through our services and show you exactly how we can help improve your financial operations. Whether it’s bookkeeping, payroll, or financial training, we’ve got you covered.

Let's plan & go!

Together, we’ll create a customized plan that fits your business goals. We’re all about finding solutions that work for you, so you can focus on running your business with confidence.

Enjoy ongoing support.

We’re with you every step of the way! With ongoing support, you’ll always have a team to rely on for questions, updates, and adjustments as your business grows.

Testimonials

What our clients say.

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I am new to leading an organization that has worked with the Paper Plan-it for many years. I have so appreciated their technical assistance and expertise, especially during my onboarding process. I work primarily with Karen, who has a wealth of knowledge and consistently goes above and beyond every time to answer our questions and problem solve. We are so appreciative!