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Making Notes


Nothing is more critical to the financial health of your business than good financial information.  Sound policies and procedures help ensure that you get accurate financial information on which to base management decisions. At AFIA Financial , I can help by doing as much or as little as you need.  I can BE your accounting department, handling everything from writing checks to compiling financial statements.  The extent of our involvement is up to you.

Bookkeeping services include, but are not limited to:

  • Accounting system set-up

  • Paying bills

  • Journal and ledger maintenance

  • A/R tracking and analysis

  • A/P tracking and analysis 

  • Reconciling bank statements

  • Financial statement preparation

  • General business advice and support

  • QuickBooks installation, training and support


Tax preparation

We offer tax preparation services to individuals and businesses. Some forms include, but are not limited to, Form 1040 (Individual Tax Return), Form 1065 (Partnership), Form 1120 (Corporation), Form 1120S (S Corporation), and Form 990 (Tax Exempt Organizations). Whether you have a simple tax return or a highly complex one, we can help.

Tax Planning

Tax planning simply helps you save money. Whether you’re looking for the most tax advantageous ways to save for retirement or are expecting to get married, we can help determine the tax implications. A tax planning engagement can include a specific transaction or a multitude of transactions throughout a specified period of time. Year-round tax planning is also available.

Tax Representation

If the IRS comes knocking on your door, we can help. As an Enrolled agent, I can represent you on any matters before the IRS. Whether you're looking for someone to defend you in the event of an IRS audit or looking to settle a tax debt with the IRS, let’s talk.

Making Notes
Making Notes


Outsourced Controller Services

We provide virtual controller services to small businesses within the area. Services offered are comprehensive of those offered by a traditional CFO, but work will be performed remotely, on a part-time basis, and at a fraction of the cost of hiring a full-time CFO. Controller packages are customizable to your company’s needs, and can include all or a few of the services outlined below:

  • Monitor the financial health and well-being of the business via cloud technology

  • Offer financial insight and guidance on all company decisions and issues

  •  Provide training to staff involved in the accounting process

  •  Profitability analysis by service and product line

  •  Assist with internal and external audits, reviews, etc.

  •  Business tax return and personal tax returns of owners

  •  Development of company accounting procedures manual

  •  Budget preparation, including budget to actuals, as needed

  •  Monthly bookkeeping and reporting

  • Monthly bank reconciliations


  • 1099 Forms

  • Business Entity Selection

  • Backwork (Historic Clean up)

  • Data Entry

  • Employer ID Application

  •  Financial Coaching

  • One time projects

  • Payroll Processing

  • Tax  Extensions

  • S Corp Tax Election

  • Year End Support

Services: Services


Contact us for free consultation

206 432 6679

Services: Contact
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