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
📊 Live Financial Reporting
Bookkeeping Services
Why Professional Bookkeeping Matters
✓ Organized. Accurate. On Time.
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Tax-Ready Records
Accurate books mean stress-free filing, every time.
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Real-Time Cash Flow
See your profitability at a glance, always up to date.
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Maximize Deductions
Legally reduce your tax liability every year.
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Loan-Ready Financials
Meet lenders with confidence and clean books.
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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. No hidden fees. Cancel anytime.
⭐
Starter
Solopreneurs & Side Businesses
$250 / mo
- Monthly reconciliation (1 account)
- Up to 75 transactions/month
- Monthly Profit & Loss statement
- Quarterly summary report
- Email support
⭐⭐
Most Popular
Professional
Growing Small Businesses
$400 / mo
- Reconciliation up to 3 accounts
- Up to 200 transactions/month
- Monthly P&L and Balance Sheet
- AR/AP tracking
- 30-min monthly review call
- Priority email & phone support
- Quarterly tax estimate summary
⭐⭐⭐
Enterprise
Established Businesses & LLCs
$800 / 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$150 one-time
Financial statement prep$99 per month
Business plan projections$250
Loan documentation package$150
✓ Payroll Provider
Payroll Services
Accurate Payroll, Every Time.
Let PFI handle payroll complexity so you never miss a deadline or miscalculate a withholding again.
- Weekly, Bi-Weekly & Monthly Processing — Flexible scheduling to match your pay cycle
- Federal, State & Local Tax Filing — All payroll deposits and filings handled
- Direct Deposit Setup — Fast, paperless deposits for your entire team
- New Hire Reporting — Compliant onboarding documentation
- Year-End W-2 & 1099 Preparation — Ready by January
- Garnishments & Deductions — Benefits and retirement coordinated
💼 Payroll packages starting at $150/month for up to 5 employees.
Get a Payroll Quote →
Free setup for new bookkeeping clients
Loan Servicing
Access the Capital Your Business Needs.
As a licensed lender, PFI provides flexible loan servicing with transparent terms — built for small business owners in Atlanta.
- Small Business Loans — Working capital, equipment, and expansion financing
- Loan Application Assistance — Build the strongest possible application
- Financial Statement Preparation — CPA-ready docs for your lending profile
- Loan Monitoring & Management — Ongoing support throughout your term
- Refinancing Consultation — Explore better rates as your business grows
📋 Loan consultations are FREE. No obligation. Speak with a specialist today.
Apply for Financing →
🔒 100% confidential and secure
✓ Licensed Lender — Atlanta, GA
What You Always Get
Every Package Includes
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Secure Encrypted HandlingYour financial data is protected at every step
☁️
Cloud-Based SoftwareModern, accessible, always up to date
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Dedicated Team MemberA consistent contact who knows your business
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Monthly DeliverablesReports delivered by the 10th each month
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Year-End Summary ReportAnnual wrap-up ready for tax prep
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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 right package. No pressure, no obligation.
2
Share Access to Your AccountsSecurely share financial 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 PackageComplete financial reports delivered by the 10th of each month — every month.
5
Review With Your BookkeeperWalk through your reports with your dedicated PFI team member.
6
Make Confident DecisionsUse your clean, accurate financials to grow and succeed with confidence.
Take Bookkeeping Off Your Plate — Today.
PFI handles your numbers so you can focus on what you do best — running and growing your business.
🕐 Free consultations available now — slots filling fast!
🔒 Secure & Confidential
Veteran-Owned
📋 Licensed & Insured
💼 Atlanta, Georgia