Organized bookkeeping support designed to help individuals, entrepreneurs, and families maintain accurate, organized, and dependable financial records.
Monthly transaction categorization, bank and credit-card reconciliations, basic month-end review, and standard financial reports for businesses with straightforward financial activity.
Expanded monthly bookkeeping for growing businesses with increased transaction activity, additional financial accounts, reporting needs, and ongoing bookkeeping support.
Comprehensive monthly bookkeeping for businesses with more complex financial activity, multiple accounts or systems, enhanced reporting needs, and more involved ongoing support.
Bring overdue or incomplete bookkeeping records current for prior months or years.
Review and correct inaccurate, duplicated, uncategorized, or improperly recorded transactions.
Every business has different needs.
During your consulation, we'll discuss your current systems, priorities, frequency of support needed, and budget.
When a standard package is not the best fit, the scope of services may be adjusted or a customized proposal may be provided.
Final pricing is confirmed before services begin.
Professional tax preparation for individuals and small-business owners.
Federal and applicable state individual income tax return preparation based on the forms and schedules required.
Tax preparation for sole proprietors, independent contractors, and single-member LLC owners filing Schedule C.
Preparation of delinquent prior-year returns or corrections to previously filed tax returns.
Financial systems and recordkeeping support for new and developing businesses.
Initial company setup, account configuration, chart of accounts organization, and basic bookkeeping structure.
Assistance establishing organized financial records, business expense tracking, and separation of business and personal activity.
Organization of receipts, statements, tax documents, and financial records into a manageable system.
One-time bookkeeping support for businesses that need help correcting, organizing, reconciling, or preparing their financial records without committing to ongoing monthly service.
Review and classification of business transactions using available documentation and client-provided information.
Comparison of bookkeeping records with bank or credit-card statements to identify discrepancies.
Review and organization of financial records before tax preparation or delivery to a tax professional.
Prices shown are starting rates. Final fees depend on the scope, complexity, transaction volume, condition of records, forms required, and filing circumstances. A consultation and document review may be required before a final quote is provided.
10% off eligible services, up to $50
Available to eligible active-duty service members, veterans, reservists, and National Guard members.
Verification is required.
10% off eligible services, up to $50
Available to clients age 60 and older on eligible services.
Verification is required.
10% off eligible services, up to $50
Available to currently enrolled students on eligible services.
Current enrollment verification is required.
$50 off a qualifying service of $300 or more.
Available to qualifying businesses within their first 12 months of formation or active operations.
Verification of the business start or formation date is required.
$50 PFC service credit
Current clients may receive a $50 service credit when a new client they refer completes and pays for a qualifying service.
The referral credit is issued after the referred client completes and pays for a qualifying service.
Discounts apply to eligible PFC professional service fees only. Verification may be required. Discounts cannot be combined and do not apply to government fees, filing fees, software subscriptions, third-party costs, reimbursable expenses, or other excluded charges. Referral credits have no cash value and are issued after the referred client completes payment for a qualifying service. Additional terms and restrictions may apply.
Phillips Financial Center is committed to providing professional services with care, accuracy, and clear expectations.
Consultations and Diagnostics: Cancellations or rescheduling requests should be made at least 24 hours before the scheduled appointment. Payments for consultations or diagnostic services that have already been completed are nonrefundable.
Bookkeeping and Project Services: Fees for work already performed are nonrefundable. If a service is canceled before completion, any refund or remaining balance will be determined based on the terms of the engagement and the amount of work completed.
Monthly Services: Monthly service fees are nonrefundable once services for that billing period have begun. Cancellation of recurring services is subject to the terms of the client's engagement agreement.
Deposits and Upfront Payments: The refundability of deposits, retainers, or advance payments will be governed by the applicable service agreement and the work performed.
If PFC is unable to provide a paid service, any applicable refund or credit will be determined based on the circumstances and the portion of services already completed.
Government fees, filing fees, software costs, third-party charges, and other nonrefundable expenses paid or incurred on the client's behalf are not refundable by PFC.
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