Service Overview

Baldwin Financial Services based in Phoenix, Arizona specializes in providing professional, one-on-one assistance to individuals and small businesses. Our mission is to empower our customers to reach their financial goals through gaining knowledge in understanding comprehensive financial concepts, reports, and data.

Bookkeeping/Accounting Services:

  • Software: QuickBooks Online and Desktop.
  • Recording all transactions to the GL AR and AP.
  • Recording all expenditures.
  • Accounts Payable, Accounts Receivable
  • Month-end close to reconcile all bank and/or credit card statements.
  • Monthly financial statements; balance sheet and profit & loss reports.
  • Review meeting if desired.

Other services include:

  • Budgeting, forecasting, and financial analysis.
  • Small Business and Individual federal and state income tax.

Our rates are more affordable compared to the market average. This allows you to enjoy great savings. Get in touch with us for a free consultation!