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ProTrust Financial Solutions, LLC

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Introduction: I offer a more personalized and flexible based service that allows me to provide more precisely the sort of detail or need of my client. I work with and at whatever level is necessary to provide the top level services I provide and in meeting my client's need and expected quality and level of service. Moreover, my financial, accounting & bookkeeping services are offered transparently though at the same level and degree of service, either or both as an onsite or as an offsite type service. Whichever suits my client best is ideal for me. For example, while one client prefers to receive their monthly financial reporting electronically and to discuss details related to them or other matters primarily through email rather than in person or over the phone, another client prefers my presenting their month-end financials and to discuss them or often other important or detailed matters in person and at a prearranged time that typically works best with their schedule (and though there are times depending on the specific matter when it's handled over the phone). But, for me it boils down to handling any and all matters and/or processes in the manner that best suits my client and their specific need(s). Fullfilling each of my client's financial and/or accounting service needs while always providing it at the same personal yet professional and hands-on level of service, knowledge base and past experiences my clients depend on and appreciate from me and as I too would if in their shoes. I particularly enjoy working with clients of different industry's and/or who provide varying type services themselves.
Overview

15 years in business

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Reviews
5.0

2 reviews

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Jenny A.
Jan 21, 2017
Since 2010, ProTrust Financial Solutions has been providing expert monthly and year-end financial, accounting and tax reporting services for my business while offering as needed their expert knowledge and professional advice on many occasions. I can not say enough ... how courteous, helpful, knowledgeable and reliable they are and how much their services mean to my business.
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Igor D.
Jan 21, 2017
I needed help with bookkeeping and with tax advice once my photography business started growing. David from ProTrust was able to get up and running with QuickBooks, helped me understand my monthly financial statements, and provided excellent advice on how to minimize my tax liabilities. I also have appreciate all the year-end assistance and advice received from ProTrust Financial Solutions year after year since then as adjustments needed to be made. This is a great consulting service that I highly recommend to any small business who needs to get the books working right from the get go!