View our accounting, bookkeeping, tax, financial and add-on services.

Our Services

Complete financial services

Our financial services give you everything you need to run a successful Shopify store as well as plan and manage your personal finances and wealth.

tax services

Tax Preparation and Planning

“The hardest thing in the world to understand is the income tax.” Albert Einstein.

We have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.

bookkeeping services

Accounting and Bookkeeping

“If you don’t know where you are doing, you might end up some place else.” Yogi Berra.

Through accounting & bookkeeping, business owners can learn how their business is doing. Are you profitable? See how we can help you.

financial planning

Financial Planning

“The art is not in making money, but in keeping it.” Proverb

Financial planning is the first step in your wealth journey. We help you set clear financial goals, assess where you are now, and decide how you will get to your destination.

investment services

Investment Management

“Wealth is the ability to fully experience life.” Henry David Thoreau.

At Financial Solutions, we help our clients plan their investments so that they can achieve their financial goals and enjoy their lives.

Books a mess & causing you stress?

If your bookkeeping records have been neglected and need updating, or if you've had a checkup done and find there are some important issues that need fixing, we can help. Are you getting the accurate financial reports you need to run a Shopify business? You probably need the help of a professional. Our services will save you from getting into trouble with the IRS or getting blindsided by unexpected financial problems. You'll get the solutions you need to get back on track and a clear road map to follow, to build healthy financial habits going forward.

New Bookkeeping system setup

Have you been using spreadsheets to keep your books, but know an online bookkeeping system would be easier and more convenient?  Or worse yet, are you not yet keeping a formal set of books for your new Shopify store, but know you need to do something about it soon?

Then we can set you up on Quickbooks on-line software. We’ll work with you to get set up right, whether you decide to keep doing the books yourself, or hire us to take care of it for you.

Software conversion from desktop to online

Are you using QuickBooks Pro, Premier or Quicken desktop software, but want to get the convenience of QuickBooks Online? 

We can help you convert your existing bookkeeping records to QuickBooks Online for anytime, anywhere convenience to help streamline your financial records and workflow and integrate it with your Shopify business.

Business incorporation

Need to file for a Corporation? We’ll file with your state, register for a new Employer Identification number (EIN) with the IRS and if you’d like to be an S-Corporation, we’ll take care of the forms necessary to make that election. State fees apply.

Bookkeeping Projects

We will work with you to customize any bookkeeping projects short term or long term such as audit preparation, preparing financial statements to submit to bankers etc.

New Bookkeeping system setup

Payroll setup and assist with quarterly and annual electronic filings done timely and accurately Per employee fee applies.

Get the services you need.

Let us know how we can help you.