Services We Offer
Our services are built to remove confusion, simplify your operations, and give you the structure you need to grow with confidence. Whether you're starting fresh or scaling up, PFI delivers expert guidance, clean systems, and real‑world solutions that actually work.
Our Services
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Our Microloan Program is designed specifically for small businesses and startups that need quick access to funding, with loans of up to $5,000, without the hassle of traditional lending processes.
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Starting a business can be a daunting task, but we're here to guide you through every step of the process. Our Small Business Setup Assistance service provides expert advice on business structure, licensing, permits, and compliance requirements. We’ll help you develop a solid business plan, establish your brand, and set up the financial systems you need to get off to a strong start. Let us help you turn your entrepreneurial dreams into reality
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Managing finances can be overwhelming for small business owners. With our comprehensive services, we specialize in crafting personalized bookkeeping solutions just for you. Whether it’s meticulous expense tracking, easy invoicing, insightful financial reporting, or hassle-free tax preparation, we’ve got you covered.
Basic Consulting
- 2 sessions/month
- Email support (48–72 hrs)
- 3 document reviews
- Basic templates
- Accountability check-ins
Standard Consulting
- 4 sessions/month
- Priority email support
- 6 document reviews
- Workflow setup
- Business planning support
Premium Consulting
- 8 sessions/month
- Unlimited document review
- Same-day support
- Workflow implementation
- Quarterly strategy review
Payroll Processing
- Direct deposit
- Payroll tax filing
- Quarterly & annual reports
- Employee onboarding
- W‑2 & 1099 prep
- Compliance monitoring
Business Formation
- LLC or Corporation setup
- State filing preparation
- EIN registration
- Operating agreement
- Compliance guidance
Document Creation
- Contracts & agreements
- Policies & procedures
- Loan documents
- Custom business forms
- Editable templates
Workflow Builds
- Automation setup
- Google Sheets systems
- Drive folder architecture
- Client portal setup
- Custom integrations
Additional Add‑Ons
- Rush Processing — $75
- After‑Hours Support — $100/mo
- Quarterly Strategy Deep‑Dive — $250
- 1099 Processing — $15/form
- AP/AR Management — Custom