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Privy Services

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About
With 20+ years in business, I specialize in helping small businesses get the tools they need to secure funding, operating lines of credit, and loans to grow. I work closely with each client to understand their goals and help present their business in a way that lenders can trust and support. My team brings experience, professionalism, and a genuine commitment to seeing small businesses succeed. When possible, I also provide pro bono services to select growing businesses in need, as a way to give back and support our local business community. If you’re ready to take the next step in funding or expanding your business, I’d be glad to talk and see how we can help.
Overview

Background checked

4 employees

16 years in business

Business hours

SunClosedMon8:00 am - 7:00 pm

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Technology / IT

Manufacturing

Financial services

Credentials
Background Check

Tina McCaskill

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Our pricing system is done based on the number of transactions/tasks we need to perform for you. In addition to normal hourly/daily/monthly rates.

  • What types of customers have you worked with?

    Individuals, Corporations and Partnerships We love the construction industry and helping to get your company up and running properly. We can assist with all of these tasks: Work in progress(WIP) schedules/reports, job/project analysis, bank reconciliations, invoicing, bill paying, check runs, payroll & tax reporting, Insurance audits & reporting/OCIPS, G702 & G703 applications/tracking, and personal assistant errands.

  • What advice would you give a customer looking to hire a provider in your area of work?

    Shop around larger firms aren't always your best answer. Smaller companies or individuals can usually outperform those larger firms because they can provide you with a more personable service as well as a better price.