The staff of Personal Financial Services is available to provide assistance with your daily financial and personal needs. With backgrounds in banking, professional tax preparation and legal assistance, our team has the knowledge to help you, and your loved ones, maintain independence while knowing your day to day financial needs are being met. Busy professionals, elderly citizens, and small business owners- focus more on making or enjoying your money, and less on juggling bills and balancing your checkbook!
Provide controller, accounting services and bookkeeping services to small to medium size businesses.QuickBooks Pro Advisor providing QuickBooks setup, training and cleanup of company books.Experienced with several accounting software programs.Services offered include:Costing Systems DevelopmentPricing Analysis/StrategyBudget creation & analysisCash ManagementInventory Pricing & AnalysisFixed Asset ReportingFinancial StatementsMonth & Year End CloseAudit CoordinationProperty Tax Filing
Root & Associates (Root) is a full-service tax and accounting firm that goes beyond basic client services to offer you complete solutions that fuel the success of your small business. Root professionals work in partnership with you to build a service package that supports your personalized business needs and all with a personal touch!Our mission every day at Root is to serve our clients with the tools and knowledge at hand, ever striving to extend the boundaries of our abilities, as we provide client support that is unparalleled. We do this by abiding in a philosophy that has earned over 20 years worth of business from many of our clients and respect from our fellow practitioners. We care about our clients. We care about our work. We care about our families, our communities and one another. The ensuing environment has helped us recruit and retain a core team with extensive experience in tax, accounting, technology, and customer service.