Solutions for every business need.

Anything accounting, we can handle, from AR/AP to payroll or filing business taxes.

Accurate, affordable monthly bookkeeping services.

Virtual Assistants, secretaries, customer service, administrative support- all are staff we can have work for you at affordable rates.

Need a personalized solution?

We know we do a lot, and we know you aren’t certain what you need. Reach out to us so we can see how we can help you today.

How we can help?
About Us

Empowering you to make sound financial decisions.

We empower small and medium sized businesses to make business decisions they will not regret.

Financial assessment reports
Income tax planning and consulting
Payroll and sales taxes
Outsourcing Services

No matter who you are, we’ve got what you need.

Private Clients

Private clients

“We have quite a bit of assets under management, for our growing family. Primary Financial has been able to help us plan for taxes, retirement and family net-worth growth.”

Gina Mellow, Hemisferio’s Founder

Entrepreneurs

Entrepreneurs

“Primary Financial and Business Services really helped us get a handle of our finances, understand reports and plan our company growth from 500k a year in revenue to over 3.75M. We would not have been able to do it without them in the back end.”

Richard Billson, Brothers Construction’s Founder

Professional Firms

Professional Firms

“We are a small law firm, with so much to do daily, when it comes to managing our books, small payroll or picking up the phones since we don’t have a secretary otherwise. I would highly recommend Primary Financials’ Bookkeeping and Outsourcing Services.”

John D, John D & Holmer Law

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