Mission Statement
To provide financial services & bookkeeping to small businesses, nonprofits, and individuals that are perceived as professional, valuable, knowledgeable, and reliable with staff that is friendly, patient, trustworthy, well-trained, attentive, and efficient. We want our clients to feel well-supported with our services and contribute to their success.
We understand there are numerous providers offering business management, financial services, and bookkeeping services. Our distinction is to provide consistent, reliable, well-trained, patient and compassionate services with staff that provide quality support to the client, which are: for-profits, non-profits, or individuals. Should the client desire to be involved and understand how to better take care of their finances, we will encourage participation.
Our contribution is to provide high-quality service to the client in their various financial affairs at a moderately priced retainer rate, based on the client’s monthly needs. We will collaborate with other contacts the client may have (i.e. tax preparers, CPA’s, personal bankers, etc.) Our goal is to take the pressure off the client. Our services are tailored to the client’s individual needs. We are not a “one-size-fits-all” package provider.
Treating customers with integrity, patience, and understanding is a priority at Applied Financial Services.
