Hadley Financial is built on the principals of service, education and the pursuit of financial freedom. Our commitment is to serve the community by building long lasting relationships as we assist others in reaching their financial goals. We are committed to serving our clients by delivering first in class customer service. With over 8 years of professional experience, our passion is stepping in to build structure, accuracy and driven results. As an Enrolled Agent for the IRS, I handle audits and attestation along with maintaining 100% accuracy submitted returns. I provide audit insurance in case of an audit on any returns submitted by my firm. Our company can be found on facebook.com/hadleyfinancial as well as Linkedin.
I have a passion for providing accurate and reliable Financials and Tax returns to help businesses grow beyond their fullest potential.
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Frequently asked questions
What is your typical process for working with a new customer?
Hadley Financial would love to first meet in person or over skype/Facetime (if distant) and go over the needs of the client/company. Our response time is normally within 48 hours to access the situation at hand. At that time, the client and our company will agree upon a solution and price structure before proceeding.
What education and/or training do you have that relates to your work?
Enrolled Agent Certification (IRS)
Bachelor of Science Accounting
Certifications: Excel, Quickbooks, Great Plains, SAP, Oracle, Wolfepak, Concur, Microsoft Office.
Do you have a standard pricing system for your services? If so, please share the details here.
My company offers a three tier pricing structure build to accomodate every different level of Accounting needs. Whether you are looking for a weekly, monthly, or quarterly service, we are confident that we can come to an schedule that meets your expectations.
How did you get started in this business?
Accounting and Tax accounting major. I spent 10 years in the industry working for corporations before I branched off with my own practice.
What types of customers have you worked with?
Individual and Families
Describe a recent event you are fond of.
I recently had a client that broke their computer and all the data from Quickbooks was not backed up and she was behind 3 years in both her accounting books and tax. Hadley Financial stepped in and caught her books up within 2 weeks and she was able to file with the state and Federal on time.