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Bookkeeping 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.

What we do

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
About us

Meet the Team

A family-led practice with a personal approach to your business finances.

Pam Peters

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

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

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.

The difference

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.

Testimonials

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

"Peters Financial Services is an absolute crucial part of our team. We know that we can trust their services, and we constantly rely on their expertise. I appreciate how they go above and beyond for my business and I do not know what I would do without them. I would recommend PFS to anyone."

Jeff W.

Owner - Landscape Company

"Ford & Goodman PC is a CPA firm that has partnered with Peters Financial Services for over a decade. This partnership has completely transformed how we serve our mutual clients across a variety of small businesses. We have developed a great symbiotic relationship where they handle the day-to-day books with precision, allowing my firm to step in and execute seamless tax returns and other financial consulting. Their consistent expertise of various accounting software ensures that financial data is always accurate, properly structured, and perfectly tailored to each industry year after year. Having Peters Financial Services manage the daily accounting needs saves us hours of training and transference of accounting knowledge to the business owner or their staff. The business owner can focus on their operations with a secure knowing that their financials are being well managed. I confidently recommend them to any small business owner looking for a reliable, long-term financial partner."

Ford & Goodman

CPA Firm

"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

"Peters Financial Services is an absolute crucial part of our team. We know that we can trust their services, and we constantly rely on their expertise. I appreciate how they go above and beyond for my business and I do not know what I would do without them. I would recommend PFS to anyone."

Jeff W.

Owner - Landscape Company

"Ford & Goodman PC is a CPA firm that has partnered with Peters Financial Services for over a decade. This partnership has completely transformed how we serve our mutual clients across a variety of small businesses. We have developed a great symbiotic relationship where they handle the day-to-day books with precision, allowing my firm to step in and execute seamless tax returns and other financial consulting. Their consistent expertise of various accounting software ensures that financial data is always accurate, properly structured, and perfectly tailored to each industry year after year. Having Peters Financial Services manage the daily accounting needs saves us hours of training and transference of accounting knowledge to the business owner or their staff. The business owner can focus on their operations with a secure knowing that their financials are being well managed. I confidently recommend them to any small business owner looking for a reliable, long-term financial partner."

Ford & Goodman

CPA Firm

"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

"Peters Financial Services is an absolute crucial part of our team. We know that we can trust their services, and we constantly rely on their expertise. I appreciate how they go above and beyond for my business and I do not know what I would do without them. I would recommend PFS to anyone."

Jeff W.

Owner - Landscape Company

"Ford & Goodman PC is a CPA firm that has partnered with Peters Financial Services for over a decade. This partnership has completely transformed how we serve our mutual clients across a variety of small businesses. We have developed a great symbiotic relationship where they handle the day-to-day books with precision, allowing my firm to step in and execute seamless tax returns and other financial consulting. Their consistent expertise of various accounting software ensures that financial data is always accurate, properly structured, and perfectly tailored to each industry year after year. Having Peters Financial Services manage the daily accounting needs saves us hours of training and transference of accounting knowledge to the business owner or their staff. The business owner can focus on their operations with a secure knowing that their financials are being well managed. I confidently recommend them to any small business owner looking for a reliable, long-term financial partner."

Ford & Goodman

CPA Firm

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