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 consummate professionals. They go above and beyond 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


“Code Financial has been instrumental in helping us organize the chart of accounts, manage reconciliations, navigate taxes, better understand accounting best practices, and leverage the many capabilities of Quickbooks Online. In addition, their wide range of knowledge has even been useful in solving problems that were not directly related. I look forward to our regular meetings and I would highly recommend Code Financial to anyone looking for friendly and dependable Bookkeeping.”

— A.Lloyd, CEO & Founder, Texavy


“Code Financial Services is amazing and has been handling our accounting for several years without any issues. I highly recommend using their services as it makes our life much easier.”

— B.Smith & J.Guenter, Owners, Lee Technology Group, Inc


“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


"I have had the pleasure of working with Code Financial Services for the past 6 years. As a colleague in the industry, when I have more work than I can handle, I contract work out to Code. If I am stumped and need to brainstorm solutions, I reach out to Code. In addition to being technically exceptional accountants, the entire team is an absolute pleasure to work with. The Code team is very attentive and responds promptly to clients and they are masters of troubleshooting and finding solutions. I wholeheartedly recommend Code Financial Services to any company looking for reliable, personable, and highly skilled accountants."

— K.King, Owner Kelly King Consultants

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