Trusted financial partnersBookkeeping and Financial Services
Gain confidence in your finances with our Comprehensive Financial Management service. We take care of all your bookkeeping needs, providing clear, customized solutions that keep your business organized and positioned for growth.
Our Services
End-to-end financial care, customized for small and growing businesses.
Bookkeeping
Accurate, up-to-date records so you always know where your business stands.
- Categorized transactions
- Monthly reconciliation
- Audit-ready books
Financial Statements
Clear P&L, balance sheet, and cash flow statements tailored to your business.
- Monthly close
- GAAP-aligned reports
- AR/AP Aging Review
Job Costing & Margin Trends
Track profitability per project and uncover where your margins really come from.
- Per-job profitability
- Trend tracking
- Margin optimization
Additional Services
Tailored tools and insights to keep your business running smoothly.
- QuickBooks Maintenance
- Cash Flow Analysis
- Customized Reporting
Meet the Team
A family-led practice with a personal approach to your business finances.
Pam Peters
Co-Founder & Controller
With decades of experience in the finance industry, Pam helps small businesses build clear, reliable financial systems they can trust.
Paul Peters
Co-Founder, Finance Manager and Director of Business Development
Paul brings precision and consistency to every client relationship, making bookkeeping clear and stress-free.
Sadie Peters
Bookkeeping Specialist
Sadie works behind the scenes to keep every account accurate, organized, and up to date, supporting the team so nothing falls through the cracks.
Why Choose Peters Financial Services?
Personalized Service
We take time to understand your business so our advice actually fits.
Clear & Transparent Communication
No jargon – just reports you can actually read and act on.
Small Business Specialists
We focus on the needs of growing businesses, not corporate giants.
Trusted Local Experts
Everything done in-house. We don't outsource any of our work overseas.
What Our Clients Say
"Working with Peters Financial Services since 2020 has been one of the best business decisions I've made. Since taking over our bookkeeping, Pam and her team have completely streamlined our financial processes. Their attention to detail, accuracy, and prompt communication have given me total peace of mind. Now, I can actually focus my time on what I do best–running and growing my business. Highly recommend!"
Jeff S.
Owner - Landscape Company
"I have been using Pam & Paul for my bookkeeping duties since 2017. Pam runs a tight ship, always on time with reports, very consistent and always professional."
Tim C.
Owner - Construction Company
"Peters Financial Services has been amazing to work with. They are professional, competent, timely, reliable, and equipped with everything our company needs to thrive. We've been really happy with their services. We highly recommend their company and their services."
Amy B.
President – Non-Profit
Contact Us
Tell us about your business – we'll get back to you within one business day.