What We Offer
Basic bookkeeping services to keep your finances organized and ready for tax time.
Hormar Financial provides basic bookkeeping services only and does not provide tax advice, tax preparation, or CPA services. For tax filing, we will coordinate with your licensed tax professional.
Simple 3-Step Process
Share Your Accounts
Connect your bank statements or share your records securely each month.
We Organize & Categorize
We categorize transactions, reconcile accounts, and prepare clean monthly summaries.
You Stay Informed
Receive a clear monthly summary so you always know your financial position.
Bookkeeping Questions
What size businesses do you work with?
We work with solo operators, freelancers, and small businesses — typically those who need basic bookkeeping support but don't yet need a full-time bookkeeper or accounting firm.
Do you use QuickBooks or other software?
We work with the tools that make sense for your situation. We can work with spreadsheets, QuickBooks, or other basic bookkeeping tools depending on your needs.
Can you prepare my taxes?
No — we do not provide tax preparation or tax advice. We will organize and prepare your records so that your CPA or tax preparer can work efficiently, which typically saves you money on their fees.