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Integrity . Transparency . Peace of Mind

Personalized Financial Services You Can Count On

Invest your time and efforts on running your business. Leave the numbers to us.

SERVICES

What We do

Our services are customized to provide a personalized experience for your unique business.

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Core Accounting & Bookkeeping Services​

. General ledger maintenance
. Accounts payable & receivable management
. Bank & credit card reconciliation
. Monthly, quarterly, and annual financial reporting
. Expense tracking and categorization
. Chart of accounts setup and management

Payroll & Tax Services​

. Payroll processing (weekly, biweekly, monthly)
. Direct deposit setup
. Payroll tax filing (941, 940, etc.)
. Employee onboarding paperwork
. Sales tax filing
. Estimated tax payments
. IRS correspondence and audit support
. 1099 and W-2 preparation
. Year-end payroll reports and forms (W-2s, 1099s)
. Year-end financial preparation for your Tax Accountant

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Financial Analysis & Business Services​

. Budgeting and forecasting
. Cash flow analysis
. Profit & loss review
. Break-even analysis
. Strategic financial planning
. QuickBooks setup, cleanup, and training
. Xero or Wave integration
. Cloud-based bookkeeping solutions
. App integration for receipts, invoicing, and inventory
. New business entity setup
. EIN and state tax registration support
. Compliance reminders (annual reports, licenses)
. Loan or grant application financials

ABOUT ELDREDGE FINANCIAL

Why Choose Us

We help small businesses thrive through accurate, stress-free bookkeeping and financial services.

small business emphasis
30 yrs experience
always on time
family operated
MEET THE TEAM

The Eldredge Financial Family

TESTIMONIALS​

What Our Clients Say?​

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Amanda Lee​CEO & Founder Crix​
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Timothy Stevens​CEO at Dynamic​
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Catherine Gilbert​Director at Initech
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*We Provide FREE Quotes*

CONTACT US

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CONTACT US
CONTACT US