Caldwell Financial Services LLC

Typically the process of working with a new client is to sit down with them go over their finances and see if I can help them.Belive it or not everybody's not looking for me to help them and I can't help everyone so my process is to sit down with my new clients to see if I can help them with their situation or if they want my help.

I have been practicing taxes and bookkeeping data entry and credit repair for 8+ year's. I have certifications in taxes bookkeeping and credit repair. I have intensive classes that I take yearly to keep me up-to-date. I have a degree in business management.

My prices for tax prep starts at $30 and go up depending on what papers need to prepare.

Bookkeeping prices vary depending on what services are needed. 

I got into this business for many reasons I love helping people out I love helping people to achieve  accomplish their goals. When I decided that I wanted to help small businesses to achieve financial responsibilities I had a friend who had a business and she was having a lot of financial problems with her business and she asked me to help her out and I did and from then on I felt like that was my calling that was something that I wanted to do.

I have worked with a numerous amount of small businesses and individuals within the last eight years. Preparing their taxes for them helping them start businesses helping them understand the ins and outs of their financial situations of their businesses and their personal finances how to keep their money separate from their individual personal finance and their business finances keeping them on budgets helping people start their small businesses and many more things that have helped small businesses and individuals achieve.

A recent event that I am fond of is one of my small business clients, before she became a small business wanted to open up a cleaning service and didn't know how to go about it. I sat down with her went over her finances with her and help her start her business she was so excited to have her own business and understand how her finances work and how to keep her finances separate from her personal and her business, I think that was one of the most recent events that really excited me and I am very fond of just to see her Excitement on her face.

The advice I would give to a customer looking to hire a Pro in my area of expertise would be to make sure that they are legit. They don't cut corners that they know are illegal and know what they're doing. keep up with all the different laws in bookkeeping and taxes to make sure that you have someone representing to you to the best of their ability to the best of the ability and standards you are looking for.

Questions I would ask a pro would be do you like doing with you do.? How did you come to be in this area of expertise? How can you help me and do you think we will be a great fit for each other?