About:

About Our Professional

Certified Expertise

A recognized professional certified by the National Association of Certified Public Bookkeepers providing meticulous financial record-keeping and analysis through 1791 Financial Services. Dedicated to delivering personalized bookkeeping solutions tailored to meet the unique needs of each client while maintaining the highest standards of accuracy and confidentiality.

Service Offerings

Core Financial Services

Comprehensive bookkeeping management
Financial record organization and maintenance
Regular financial reporting and analysis
Tax preparation assistance
Payroll processing and compliance

Specialized Solutions

Merchant Processing Services

Cost-optimized payment processing solutions designed to reduce transaction fees while maintaining seamless customer experiences. Services include payment gateway integration, fraud prevention measures, and reconciliation support.

Business Insurance Alignment

Expert assessment of operational risks and alignment with appropriate insurance coverage. Ensures businesses maintain proper protection without unnecessary premium expenses.

Fractional CFO Support

Executive-level financial guidance without the full-time expense. Provides strategic financial planning, cash flow management, and business growth consulting on a scalable basis.

Certified Financial Planning

Comprehensive financial planning services that bridge business success with personal financial security. Includes retirement planning, investment strategies, and wealth management techniques specifically designed for business owners.

Professional Approach

Combines technical expertise with practical business knowledge to deliver financial services that contribute directly to operational efficiency and profitability. Maintains strict adherence to professional standards while offering flexible solutions adaptable to evolving business needs.