Business Financial Services

Professional Profile

I am an advanced software advisor with over a decade of accounting experience, starting from the age of 19. Holding a Bachelor’s degree in Accounting, I’ve specialized in forensic accounting and auditing, complemented by a Master’s degree in Financial Planning.

Over the course of my career, I’ve achieved notable successes, such as recovering over $800k in collections for both small and top 50 Fortune 500 companies. My expertise spans both accounting and financial planning, providing me with a robust foundation to deliver comprehensive and effective solutions to my clients.

Our Services

We offer a wide array of services for individuals, businesses and nonprofits. Whether you need assistance related to tax filing, bookkeeping or any other financial matter, we would love to help.

OBS Financials Bookkeeping Services


Efficient bookkeeping: streamline, save time, and ensure accurate records for informed decisions and business growth.


Financial Cleanup

Refine your finances: identify errors, set up reliable systems, and get bookkeeping discounts for ongoing support with our clean-up service.

OBS Financials Software Training

Software Setup & Training

Effortlessly master your software with my personalized setup and training for streamlined bookkeeping solutions.

OBS Financials CFO Services

CFO Services

Elevate your business with a dedicated CFO: strategic budgeting, pricing, expansion plans, expense management, and sales strategies for success.

OBS Financials Payroll Services


Streamlining wages, taxes, and processing for business efficiency.

Frequently Asked Questions
If you’re behind in reporting for multiple years, extensions may apply to the current year, but fines and penalties can increase for outstanding years. To avoid further penalties, it’s crucial to promptly organize accurate records. Cost: For clean-up services, charges are based on a monthly fee per month worked. Opting for ongoing bookkeeping can earn you discounts ranging from 30% to 50%, depending on the complexity.
My minimum rate is $300, but rates vary based on the scope of work. I typically offer a flat rate rather than hourly fees.
Discrepancies might stem from erroneously duplicating transactions when recording income. This error could reflect in expenses as well.
Employees are those working under company policies and schedules. Contractors, on the other hand, have more freedom in their work approach.
To maintain accuracy, separate business and personal expenses in distinct accounts, prefer checks over apps like Zelle or Venmo, and utilize software for expense management.
Get Started
Schedule A Free 30-Minute Consultation

Let’s discuss how profitable and affordable hiring OBS Financials as your bookkeeper is. We can handle your monthly bookkeeping, payroll, and taxes so that you may have the time to focus on other things like your business, family, and other personal things.

OBS Financials