Stress-Free Bookkeeping & Tax Services

Stress-Free Bookkeeping & Tax ServicesStress-Free Bookkeeping & Tax ServicesStress-Free Bookkeeping & Tax Services

Stress-Free Bookkeeping & Tax Services

Stress-Free Bookkeeping & Tax ServicesStress-Free Bookkeeping & Tax ServicesStress-Free Bookkeeping & Tax Services
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Find the Right Solution for Your Business

 At Platinum Financial Services, we understand that no two businesses are exactly alike. That’s why we offer tiered bookkeeping and business tax service packages designed to meet the needs of startups, growing businesses, and established companies.

If your business has unique requirements or needs a combination of services, I can create a customized plan tailored specifically to your operations. My goal is to provide the right level of support so you can stay organized, save time, and focus on growing your business with confidence—while knowing your financials and taxes are handled accurately and reliably.

Platinum Financial Services Tiers

The Basics Package

Ideal for small businesses just getting started

  • Accurate recording of all financial transactions
  • Accounts payable and accounts receivable management
  • Monthly financial statements
  • Up to 50 transactions per month
  • Email support


The Growth Package

For businesses ready to scale

Includes everything in Basics, plus:

  • Budgeting & forecasting
  • Cash flow management
  • Up to 150 transactions per month
  • Customized financial reports
  • Quarterly review call to discuss strategy
  • Phone & email support


The Platinum Package

For established businesses needing full financial oversight

Includes everything in Growth, plus:

  • Advanced financial reporting and analysis
  • Payroll processing for up to 25 employees
  • Tax preparation support and coordination with your accountant
  • Up to 300 transactions per month
  • Monthly review and bookkeeping check-in
  • Priority phone & email support


Additional Services

  • Audits
  • Payroll processing for up to 25 employees
  • Tax preparation support and coordination with your accountant
  • Monthly review and bookkeeping check-in
  • Priority phone & email support

Take control of your business finances—contact me today 

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