About Us

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Our Clients Are Our Top Priority

We realize that the early years of a business are vital to its success and growth. Code Financial Services launched in 2018 with a desire to provide meaningful accounting services and tools to small business owners, allowing them the freedom to focus on growing their business. Business owners often do not have the time at the end of each day to spend on their books, nor are they looking to work another full-time job as an accountant. Our goal is to provide timely financials and other accounting tools that provide useful information so they can make informed financial decisions.

 
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Our clients work in a variety of industries.

From the service industry, SaaS, and E-Commerce, to manufacturing, restaurants and both residential and commercial construction, there is no small business that we can’t service. Our primary goal is to take away the added stress of bookkeeping, allowing business owners more time to focus on what they love, running their business and spending time with their families.

What Our Clients Are Saying

“Code Financial Services manages not just one but four of the businesses that I am involved in. I have always had accountants but working with Code is different. They are not only highly competent with the financial reporting and management that we need, but I also feel like they really care about my businesses. It is a joy to work with them. After using Code Financial Services I can never imagine working with anyone else. I highly recommend this firm!”

— S.Sherman,  Entrepreneur, CEO & Founder, multiple entities

Contact Us.

We look forward to hearing from you.