Az Finance Group

Az Finance Group

5.0 (1)
5 employees
7 years in business

About this pro

Accounting, Tax, and Bookkeeping Services

We are a full service professional accounting, finance, and tax company.  Our goal is to become your trusted partner to help you with all your accounting, finance, and tax needs, allowing you to focus on your clients and grow your business.

We will:

  • Prepare your financial statements, including Profit & Loss statements, Balance Sheet and Statement of Cash Flows
  • Input your information into QuickBooks (or your preferred ERP software), reconcile your bank statements with full variance analysis, and complete your payroll taxes.
  • Effectively manage your cash balances and cash flow forecasting
  • Analyze your financial statements and make recommendations to maximize cash flows while identifying and implementing cost savings opportunities that will more than pay for our services.
  • Improve your decision making process by implementing key indicators and a management dashboard custom built for your specific business to measure and improve your operations
  • Share key insights with you on your business that will drive efficiencies across your business as your key business partner.
  • In addition to importing all your financial information into QuickBooks for easy analysis and tax reporting, we specialize in advanced excel modeling and forecasting.
  • Streamline your budgets and planning process for scalable back-office support that will allow you to grow your bottom-line without adding support personnel as you grow.

We offer special introductory rates including first month free accounting and bookkeeping (a $250 value), a free evaluation of your business and cost savings opportunities and recommendation to implement scalable business processes that will allow you to grow without incremental investment in your back office.

Finance and Management Advisory Services

Our team of senior finance and management professionals with decades of corporate finance and Fortune 50 management experience is here to help you manage and grow your business as your trusted business partner and advisor.  We have a strong track record of delivering financial savings and productivity improvements across finance functions and the wider business organization.

We specialize in developing sophisticated financial models to deliver insightful, value-added analysis to recommend sound, actionable business strategies, anticipate key trends and articulate future business needs.

We will provide you with financial direction, planning and reporting to lead and enable the development and delivery of a financial strategy to optimize business performance.

Our analysis will help direct the development and operation of a financial framework that supports effective business management and decision making in the near and long term.

Our services include:

  • Strategic Financial Planning and Forecasting
  • Business Strategy Analysis and Recommendation
  • Supply Chain Analysis, Optimization, Cost Reduction and Supplier Selection
  • Company Valuation
  • Decision Support Tools, Metrics
  • Competitive Benchmarking and Market Analysis.

We will provide all the C-suite capabilities under one roof without your company having to invest in a full time CFO/COO.

Call us at 480-788-9146 for a complimentary consultation, needs assessment and proposal.

We look forward to developing a long term relationship with you and grow your business to the next level.

Read more about this pro


Phoenix, AZ 85016
Email verified
Phone verified

1 Review


  • Kyle A.

    Jeff is extremely knowledgeable and professional. He is a pleasure to work with and I would confidently recommend him to anyone who needs a great accountant!

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What is your typical process for working with a new customer?

We will take the time to listen to your needs so we can propose the best solution.

What education and/or training do you have that relates to your work?

Each principal has 25+ years working in corporate Finance and Operations roles, from large companies like Intel and American Airlines down to smaller, privately held entrepreneurial start-ups.  

Degrees held include Accounting, Finance, Economics, and MBA.

Do you have a standard pricing system for your services? If so, please share the details here.

Pricing is tailored to each customer. We do not like to charge "hourly" rates and prefer to agree on up-front pricing for services provided.

What types of customers have you worked with?

Our clients come from all backgrounds and professions, from medical doctors and wealth management professionals to retail stores and personal gyms.

What advice would you give a customer looking to hire a pro in your area of expertise?

Make sure that the person you hire has a broad range of experiences and backgrounds. Look for someone who can advise you on the future success of your business, and not just keep track of your past performance.

Services offered