Services

Financial Structure for Small Businesses That Care.

Accounting

At Anthony Financial, I provide outsourced accounting services tailored to small businesses that need reliable financial operations without the cost of a full-time hire. Whether you’re a new business getting organized or an established owner who wants better visibility into cash flow and profitability, I deliver monthly financial stewardship that helps you make smarter decisions.

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    • Ongoing Accounting Services (monthly / part-time):

    • Monthly bookkeeping and reconciliations (bank, credit card, and loan accounts)

    • Preparation of monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow) with commentary

    • Budgeting, cash-flow forecasting, and variance analysis

    • Accounts payable & receivable process setup and oversight (optional)

    • KPI tracking tailored to your business (revenue per client, gross margin, burn rate, etc.)

    • Clean, consistent file organization and month-end close procedures

    • Project & Advisory Work (one-time or periodic):

    • Bookkeeping cleanup and catch-up work

    • QuickBooks (or other accounting system) setup and chart of accounts design

    • Month-end process design and staff training

    • Financial model or budget creation for planning or loan applications

    • Interim controller coverage or fractional-CFO style advisory

    • Small businesses and startups that need reliable monthly financial operations but not a full-time controller

    • Owner-operators who want to understand profitability and cash flow without being buried in spreadsheets

    • Businesses preparing for growth, a loan, or a potential sale that need clean, consistent financials

    • Not the right fit: very large enterprises, businesses with complex multi-entity consolidations, or specialized industries requiring in-house treasury functions.

    • Most small businesses don’t need a full-time CPA — they need consistent, practical financial support. That’s where a controller comes in. A CPA typically focuses on taxes and compliance, while a controller works alongside you month-to-month to manage cash flow, maintain accurate books, and give you clear financial insight for better decisions.

    • By partnering with an outsourced controller, you get proactive financial management at a fraction of the cost — often half (or even a third) of what a CPA charges per hour. It’s the perfect balance of expertise and affordability, helping you stay organized all year long so your CPA can focus on taxes, not cleanup.

    • Typical monthly deliverables include:

      • Reconciled accounts and accurate bookkeeping records

      • Monthly financial statements with brief analysis

      • Explanations of variances and recommended actions

      • Clean source document organization to support taxes and audits

      • Engagement timelines and scope are set at the start of each project or monthly retainer so you always know what to expect.

  • Transparent, Tailored Pricing

    Every client is different, so we don't believe in one-size-fits-all pricing. After an initial consultation, we'll define the scope of work, determine the level of support you need, and provide a clear, fixed quote or recurring fee before any work begins. You'll always know exactly what to expect—no surprise invoices or hidden fees.

Accurate. Clear. Stress-Free.

Tax Preparation

At Anthony Financial, I focus on making tax season clear, accurate, and stress-free for individuals, families, and small business owners. Whether you’re a first-time filer, managing a growing side business, or navigating minister-specific tax rules, you’ll get reliable service and personalized guidance every step of the way.

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    • I prepare returns for:

      • Individuals and families

      • Ministers and ministry staff

      • Sole proprietors and small business owners (Schedule C)

      • Simple partnerships (Form 1065)

      • S corporations and single-member LLCs

      • Real estate investors with rental properties

      • Each return is handled with care and clarity — no jargon, no guesswork, and no surprise fees.

    • You’ll receive:

      • Secure online document exchange through a client portal

      • Clear communication about what’s needed and when

      • Timely filing with review for accuracy and tax-saving opportunities

      • Optional planning and follow-up to prepare for the next year

      • I use professional tax software and a straightforward, transparent process so you always know where things stand.

    • I specialize in simple to moderately complex returns — the kind most individuals, families, and small business owners need.

    • This includes returns with multiple W-2s, dependents, home ownership, self-employment income, clergy housing allowance, rental real estate, and standard small business deductions.

    • For returns involving very complex business structures, multi-state filings, large real estate portfolios, or specialized corporate issues, I’ll gladly help you identify a trusted specialist if needed.

    • My goal is to ensure you always receive the right level of expertise for your situation.

    • Ministerial tax situations are uniquely challenging — with dual tax status, housing allowances, and self-employment tax rules that can easily cause confusion.

    • With experience preparing clergy and ministry-related returns, I help ensure your taxes are handled correctly and confidently so you can focus on your calling, not compliance.

  • Tax returns vary significantly based on complexity, filing requirements, and the quality of the information provided. Rather than using a one-size-fits-all pricing model, we provide a personalized quote after a brief consultation and review of your tax situation. You'll receive clear, upfront pricing before we begin preparing your return—so there are no surprises.