Timothea's Financial Services

5.0

(2) 2 reviews

Virtual/Mobile
Peoria, Arizona 85381

Services

Glad to Meet You Meeting

30 mins··Free

This introductory meeting is designed to help us get to know your business and your bookkeeping needs. During this meeting, we’ll review your current financial setup, discuss your goals, and identify any challenges or gaps in your bookkeeping process. You’ll have the opportunity to ask questions, understand how our services work, and get clear guidance on next steps. By the end of the meeting, you’ll have a better understanding of your financial position and a customized plan for moving forward with confidence.

Bookkeeping Setup

1 hr··Free

Get your finances organized the right way from the start. Our Bookkeeping Setup service is designed to establish a clean, efficient, and compliant bookkeeping system tailored to your business needs. We’ll set up your accounting software, create or customize your chart of accounts, and ensure your financial records are structured for accurate tracking and reporting. This service is ideal for new businesses, businesses transitioning from manual records, or anyone looking to reset and streamline their bookkeeping foundation—so you can focus on running your business with confidence.

Monthly Review

20 mins··Free

Stay on top of your finances with a comprehensive monthly bookkeeping review. This service ensures your records are accurate, up to date, and aligned with your business goals. We’ll review your transactions, reconcile accounts, check for errors or inconsistencies, and provide insights into your financial performance for the month. This ongoing review helps you maintain clean books, make informed decisions, and avoid surprises—giving you peace of mind and consistent financial clarity month after month.

Nice To Meet You

30 mins··Free

This initial meeting is the first step in preparing your taxes with confidence. During this session, we’ll get to know you, review your tax situation, and discuss your income sources, deductions, and any previous filings. We’ll outline what documents are needed, explain our tax preparation process, and answer any questions you may have. By the end of the meeting, you’ll know exactly what to expect, next steps, and how we’ll work together to ensure your taxes are prepared accurately and efficiently.

Let's Make It Official

1 hr··Free

This booking marks the official start of your tax preparation process. During this session, we’ll confirm your details, review all required documents, and finalize the scope of your tax filing. We’ll address any outstanding questions, ensure everything is complete and accurate, and prepare your return for filing. This step ensures a smooth, efficient process and gives you confidence that your taxes are being handled professionally and with care.

Time to Sign

20 mins··Free

This booking is the final step before filing your tax return. During this session, we’ll review your completed return together, explain the key details, and answer any last questions you may have. Once everything is confirmed, you’ll sign the required authorization forms so your return can be officially filed. This step ensures accuracy, transparency, and peace of mind—so you can submit your taxes with confidence.

Team

About

We are a Tax Planning, Tax Preparation, Accounting, and Bookkeeping services firm.

(623) 272-0707

timotheas.financial.services@gmail.com

https://www.timotheasfinancialservices.com

Good to know

Reviews

2 reviews

Russell carnesi
·
Highly recommend! They made doing my taxes easy and painless. Very patient, responsive, and knowledgeable. I felt comfortable asking questions and appreciated how smooth the whole process was from start to finish. I’ll definitely be using them again.
Andrea basquez
·
I couldn’t be happier with the service I received. They were organized, detail-oriented, and took the time to make sure everything was accurate. Communication was excellent, and they truly care about getting the best outcome for their clients. If you’re looking for someone trustworthy and efficient to handle your taxes, this is the person to go to.