We Are Code Financial Services
Helping Business Owners Manage Their Books in a Meaningful Way
Get Started with Code Financial Services Today
We are committed to helping small business owners better navigate the bookkeeping process, allowing you the time and energy to run your business.
Our Services
Bookkeeping, Accounting & Write-Up
Our monthly bookkeeping, accounting, and write-up services offer a complete review of your transactional information including a full reconciliation of cash, accounts receivable, fixed assets, depreciation, accounts payable, general ledger, tax filings, and payroll on a monthly basis.
Financial Forecasting
Financial forecasting can sound like a daunting task, but we help to streamline your data into useful information and provide that data on a regular cadence that works for you.
Tax Consultations
We provide a review of your business to ensure that all payroll and state tax filings have been prepared and filed correctly and timely. If we find a need to register your business in additional states, our team is equipped to help you do so in a cost-efficient and timely manner.
Additionally, we offer business and personal federal tax filings. Please contact us for pricing.
How To Determine if Code Financial Services is Right For You
We specialize in working with Entrepreneurs, the men and women who do it all. You didn’t start your business to become a full-time accountant. You need a team who can support you through the bookkeeping process, someone you can trust.
What Our Clients Are Saying
"I've worked with Code Financial Services for over 5 years, across two different companies and they are knowledgeable, diligent, and a consummate professionals. They go above and beyond their responsibilities to get quality work done, and I could not have been more pleased. I would highly recommend Code Financial Services to anyone who is looking for corporate accounting/tax services."
-A.Tsai, Entrepreneur, CEO & Founder, Pani Systems, Inc