Professional Financial Solutions

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Introduction: PFS provides Accounting for the Modern World. We’re changing the industry for good! Based in Diamond Bar, CA, PFS is a forward thinking bookkeeping and tax office, and are now servicing hundreds of clients throughout California. PFS is growing faster than ever, and the goal is to help our clients do the same. We love to see entrepreneurs win. We do that by providing knowledgeable staff, advanced technology, and the ability to create a customized method for each of our clients. We just happen to provide exceptional bookkeeping services.

Overview

Background checked

25 employees

15 years in business

Payment methods

This pro accepts payments via Cash, Check, and Credit card.

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Facebook, Instagram, Twitter

Featured Projects

13 photos

Reviews

Customers rated this pro highly for work quality, responsiveness, and professionalism.

Exceptional 5.0

5 reviews

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Amanda R.

Jul 5, 2017

Aaron and his team at PFS have provided great service for our company for many years now. I would highly recommend him if you have any accounting questions or needs.

Nicolette J.

Jul 5, 2017

Aaron has been keeping my books in order for the past three years. Through QuickBooks he has kept all of my money organized, and I get to see this through my monthly financial statements he provides. If I have a question, I can reach him day or night. Since I started having my money organized by Aaron and his team, I feel so much more at ease, and I can focus on my passion and my business rather than the books and financial aspect of it.

Kandi H.

Jul 6, 2017

Aaron has transformed our bookkeeping and payroll completely! He also helped us prepare our reports for tax time in record time. I've never had such accurate records or such quick access to see reports and banking info. He has really helped us get out of a jam. He is positive and always looks for new ways to help us and our business to become more profitable. And all for less than anybody had quoted us before. His team is friendly and respond quickly to any questions I have. Way to go Aaron!

Greg P.

Jul 20, 2017

HCI Environmental had employed an in-house Bookkeeper for 14 years. As the company grew we needed access to timely and accurate information we weren't receiving. Hiring Aaron and his staff gave us that and more. For the cost of one in-house bookkeeper we now have access to multiple CPA's, Bookkeeper's, Tax Professional's and IT service's. From a small business owner's perspective taking on PFS has relieved a lot of stress and anxiety knowing that portion of the business is being handled at a much higher and more accurate level. The reduction in potential liabilities alone more than justifies utilizing PFS.

Joel W.

Jul 27, 2017

Aaron and his team at PFS have provided great service for our company for many years now. I would highly recommend him if you have any accounting questions or needs.

Credentials

Background Check

Aaron Stocks

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is customized for each client specifically. We try and provide as much value as possible for our clients.
What is your typical process for working with a new customer?
Our office typically starts with a no-cost bookkeeping assessment. This is where we meet with you to inspect your current accounting operating, provide feedback, and discuss our recommendations. During that process, we can decide if we are a good fit to do business together.
What education and/or training do you have that relates to your work?
Our firm has a staff of 25 employees including bookkeepers, accountants, payroll professionals, and EAs.

Professional Financial Solutions

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