Business & Financial Management Services, Inc.

Business & Financial Management Services, Inc.

3 employees
15 years in business

About this pro

We develop long term relationships with our clients through educating them on their taxes, financials, or business advice.  Because we have been serving the greater Denver metro area for several years, most of our clients come to us by way of referral.  Here are some reasons why:

Personal and Professional Service

Knowledgeable and Current on Tax Law Changes

We offer a referral fees 

We offer a FREE 30 minute consultation

Our staff has degrees in Accounting, Business & Finance.  We also are QuickBooks Certified, Enrolled Agents with the IRS, and have senior Accountants with over 30 years of experience.  Find out more about us on LinkedIn, Facebook or go to

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Englewood, CO 80111
Email verified
Phone verified

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

Free Consultation

Determine needs

Set a time to deliver taxes or financials

Meet again to followup

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

MBA, Summa Cum Laude in Finance

BS, Dual Business Management Major

QuickBooks Certified, Enrolled IRS Agent

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

Varies on inidividual or business needs

How did you get started in this business?

Was working for another company and people asked me to work with them individually.

What types of customers have you worked with?

High net worth individuals, with incomes over $200,000

Small businesses that have been operating for at least 5 years, have 100 or less employees/contractors and revenue of at least 1 million

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

Make sure the professional meets your needs.

What questions should customers think through before talking to pros about their needs?

What are their credentials?

How do they handle problem clients?

Services offered

Tax Preparation Services Bookkeepers Business Tax Preparation Payroll Services Individual Tax Preparation