CE Financial Services
Reliable Bookkeeping.
Clear Financial Insight. Confident Decisions.
CE Financial Services provides dependable, detail-driven financial support for small businesses and entrepreneurs who want accurate books, clear reporting, and ongoing financial guidance—without the stress.
We don’t just track numbers. We help you understand them.
Services
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Essential Bookkeeping Package
For small businesses that need clean, accurate books every month
Includes:
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Monthly bookkeeping
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Bank & credit card reconciliations
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Categorization of transactions
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Monthly financial summaries
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Profit & Loss & Balance Sheet reports
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Email support
Best for:
Solo entrepreneurs and small businesses that want compliant, organized financials without hands-on advisory.
Growth & Management Package
For growing businesses that need better cash flow visibility and control
Includes everything in Essential, plus:
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Accounts Payable & Accounts Receivable tracking
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Detailed financial reporting
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Cash flow analysis
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Budget creation and monitoring
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QuickBooks Online support & maintenance
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Priority email support
Best for:
Businesses scaling operations, managing multiple expenses, or needing clearer insight into profitability and cash flow.
Advisory & Strategic Package
For business owners who want ongoing financial guidance and decision support
Includes everything in Growth, plus:
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Financial forecasting
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Strategic budgeting & scenario planning
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Monthly advisory check-in calls
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Performance review & trend analysis
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Proactive financial recommendations
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Direct access for financial questions
Best for:
Established businesses and owners who want a financial partner—not just a bookkeeper.
Our Commitment to You
Our Vision
At CE Financial Services, we commit to making a positive impact on your financial future through personalized solutions.
Our Approach
We believe in transparent communication and building lasting relationships. Our experienced team offers a thorough understanding of financial markets to provide expert advice tailored to your individual needs, ensuring that your financial goals are met with precision and care.
Clients