Our Services
Financial Support That Worksfor Your Business.
From keeping your books organized to helping you prepare for tax season, Fox Financial Services provides practical financial support designed around your business.
Schedule a Free ConsultationBookkeeping Setup
Starting from scratch? We'll get your books set up correctly, organized, and ready to give you a clear picture of your business finances.
- Chart of accounts setup
- Bank and credit card feed connections
- Bookkeeping system setup
- Initial organization and categorization
- Bookkeeping workflow setup
Monthly Bookkeeping
Don't want to spend your time keeping up with the books? We'll handle the day-to-day bookkeeping so your records stay accurate, organized, and up to date.
- Transaction categorization
- Account reconciliation
- Monthly bookkeeping
- Financial reporting
- Ongoing bookkeeping support
Catch-Up & Clean Up Bookkeeping
Behind on your books? We'll sort through the mess, get everything caught up, and give you a clean starting point moving forward. Designed for business owners who have fallen behind or whose books need attention.
- Review of existing books
- Transaction cleanup
- Account reconciliation
- Catch-up bookkeeping
- Organization of financial records
Tax Services
Tax season doesn't have to be stressful. We'll help you stay organized, prepared, and confident when it's time to file.
- Individual tax preparation
- Business tax preparation
- Tax return preparation
- Tax organization and support
- Tax-season bookkeeping support
Financial Advisory
Want to understand what your numbers are actually telling you? We'll help you make sense of your financials and use them to make smarter decisions for your business — practical, understandable guidance built for small-business owners.
- Financial statement review
- Business performance discussions
- Budgeting and planning support
- Cash-flow insights
- Financial decision support
Straightforward Pricing
No Surprises. Just Straightforward Pricing.
Know What You're Paying Every Month.
We believe your bookkeeping bill shouldn't be another thing you have to worry about. That's why we use straightforward flat-fee pricing based on your business's needs.
Your monthly fee is agreed upon upfront, so you can budget confidently and focus on running your business.
Veteran-Owned Business Discount
Fox Financial Services proudly offers a 10% discount to qualifying veteran-owned businesses on either recurring monthly bookkeeping services or one-time cleanup projects.
Discounts cannot be combined with other promotional offers.
New Client Transition Credit
When you transition from cleanup to a recurring monthly bookkeeping package, Fox Financial Services will apply a credit toward your cleanup project.
Not Sure What YourBusiness Needs?
That's what the first conversation is for. Let's talk about where your business is today and figure out the best path forward.
Schedule a Free Consultation