🇺🇸 Veteran-Owned · Licensed Lender
Professional Finances That Power Your Business
Bookkeeping · Payroll · Loan Servicing — PFI delivers clean financials, accurate payroll, and the capital you need. On time. Every time.
✓ No credit card required · ✓ Cancel anytime · ✓ Free consultation
500+Clients Served
$2M+Deductions Found
98%Retention Rate
📊 Live Financial Reporting
Bookkeeping Services
Why Professional Bookkeeping Matters
✓ Organized. Accurate. On Time.
Tax-Ready Records
Accurate books mean stress-free filing, every time.
Real-Time Cash Flow
See your profitability at a glance, always up to date.
Maximize Deductions
Legally reduce your tax liability every year.
Loan-Ready Financials
Meet lenders with confidence and clean books.
Data-Driven Decisions
Confident choices backed by accurate reports.
IRS Compliance
Stay fully compliant with all requirements.
Transparent Pricing
Our Bookkeeping Packages
Month-to-month. Transparent pricing. No hidden fees.
⭐
Starter
Solopreneurs & Side Businesses
$150 / mo
- Monthly bank reconciliation (1 account)
- Up to 75 transactions/month
- Monthly Profit & Loss statement
- Quarterly summary report
- Email support
⭐⭐
Most Popular
Professional
Growing Small Businesses
$300 / mo
- Reconciliation up to 3 accounts
- Up to 200 transactions/month
- Monthly P&L and Balance Sheet
- Accounts Receivable/Payable tracking
- Monthly financial review call (30 min)
- Priority email & phone support
- Quarterly tax estimate summary
⭐⭐⭐
Enterprise
Established Businesses & LLCs
$550 / mo
- Unlimited account reconciliation
- Unlimited transaction categorization
- Full monthly financial statements
- Payroll coordination support
- 1099 preparation support
- Bi-weekly financial review calls
- Dedicated bookkeeper
- Year-end CPA package
- Annual financial health review
À La Carte Add-On Services
Catch-up bookkeepingStarting at $75/mo
QuickBooks setup & training$199 one-time
Financial statement prep$99 per month
Business plan projections$250
Loan documentation package$199
✓ Licensed Payroll Provider
Payroll Services
Accurate Payroll, Delivered On Time — Every Time.
Let PFI handle payroll complexity so you never miss a deadline or miscalculate a withholding again.
- Weekly, Bi-Weekly & Monthly Payroll Processing — Flexible scheduling to match your pay cycle
- Federal, State & Local Tax Filing — All payroll tax deposits and filings handled
- Direct Deposit Setup — Fast, paperless deposits for your entire team
- New Hire Reporting — Compliant onboarding documentation handled for you
- Year-End W-2 & 1099 Preparation — Ready for employees and contractors by January
- Garnishments & Deductions Management — Benefits, retirement, and child support coordinated
💼 Payroll packages starting at $85/month for up to 5 employees.
Get a Payroll Quote →
Free setup for new bookkeeping clients
Loan Servicing
Access the Capital Your Business Needs to Grow.
As a licensed lender, PFI provides flexible loan servicing with transparent terms and personalized guidance — built for small business owners.
- Small Business Loans — Working capital, equipment, and expansion financing
- Loan Application Assistance — We help you build the strongest possible application
- Financial Statement Preparation — CPA-ready docs that strengthen your lending profile
- Loan Monitoring & Account Management — Ongoing support throughout your loan term
- Refinancing Consultation — Explore better rates as your business grows
- SBA Loan Guidance — Navigate SBA programs with expert support
📋 Loan consultations are FREE. No obligation. Speak with a PFI specialist today.
Apply for Financing →
🔒 Your information is 100% confidential and secure
✓ Licensed Lender — Altus, OK
What You Always Get
Every Package Includes
Secure Encrypted HandlingYour financial data is protected at every step
Cloud-Based SoftwareModern, accessible, always up to date
Dedicated Team MemberA consistent point of contact who knows your business
Monthly DeliverablesTimely financial reports by the 10th of each month
Year-End Summary ReportComprehensive annual wrap-up for tax prep
Transparent PricingNo hidden fees. What you see is what you pay.
Simple Process
How It Works
1
Schedule a Free Discovery CallTell us about your business — we'll recommend the perfect package. No pressure, no obligation.
2
Share Access to Your AccountsSecurely share financial account access or upload statements through our encrypted portal.
3
PFI Gets to WorkWe categorize, reconcile, and prepare your financial reports with precision and care.
4
Receive Your Monthly PackageYour complete financial reports are delivered by the 10th of each month — every month.
5
Review With Your BookkeeperWalk through your reports with your dedicated PFI team member to understand every number.
6
Make Confident DecisionsUse your clean, accurate financials to grow, plan, and succeed with confidence.
Client Stories
What Our Clients Are Saying
★★★★★
"PFI completely transformed how I manage my business finances. I finally feel in control."
Marcus T.
Real Estate Investor
★★★★★
"I was months behind on bookkeeping. PFI caught me up fast and the monthly reports are incredibly clear."
Danielle R.
Online Boutique Owner
★★★★★
"Best investment I've made for my LLC. Tax season is no longer a nightmare."
Jerome B.
Construction LLC
Ready to Take Bookkeeping Off Your Plate?
Schedule your free, no-obligation consultation today. A PFI specialist will assess your situation and recommend the perfect package.
🕐 Free consultations available this week — slots filling fast!
🔒 Secure & Confidential
⭐ 5-Star Rated
🇺🇸 Veteran-Owned
📋 Licensed & Insured