Positive Financial Solutions LLC

About Us

Your helping hand offering assistance with your business and personal money matters on a daily, weekly, or monthly basis.


Small business services available using QuickBooks:

+ Customized Accounting and Bookkeeping
+ Payroll platform options and processing
+ Conversion from QuickBooks desktop or Quicken to QBO (QuickBooks Online)
+ Financial record and QuickBooks cleanup
+ Organization of financial paperwork & tax records
+ Accounts Receivable and Payable processing
+ Income Statement, Balance Sheet, General Ledger
+ Other Custom Reports
+ Mobile notary services
+ Financial solutions consultation

Personal assistance using Quicken or QBO (QuickBooks Online):

+ Bill paying
+ Reconciling bank and credit card accounts
+ Organizing financial paperwork and tax records
+ Monitoring for fraud and financial exploitation
+ Household management assistance
+ Mobile notary services
+ Conversion from Quicken to QBO (QuickBooks Online)
+ Debt counseling

Certified Senior Advisor, QuickBooks ProAdvisor (both Desktop & Online), CDMM (Certified Daily Money Manager) and Member - American Association of Daily Money Managers