Allset Financial Services, LLC

$175

Starting price

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Responds in about 2 hours

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About

The Allset Difference: Clear pricing: flat-rate monthly BookKeeping or hourly service. Key Financial Statements delivered within our 72-Hour Guarantee. Deep Local Expertise: Serving the NJ community. Fully Certified and Insured.

Overview

Serves Montclair, NJ

Background checked

1 employee

Business hours

This pro hasn't listed their business hours.

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Services offered

Employment status

Customer is self-employed

Customer is not self-employed

Work location

I travel to my customers

I work remotely (phone or internet)

Projects and media

Reviews

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

5.0

1 review

5

100%

4

0%

3

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2

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1

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Bev A.

May 5, 2026

Lyle really took the time to understand my business before reconciling my books and completing our financial statements, but what I most appreciated was how he show me how I can use that information to help grow my business.... big thanks!

Credentials

Background Check

Deverney Phillips

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Prices are base on the amount of billable hours to accurately upload, prepare and research all elements of the bookkeeping service.
What is your typical process for working with a new customer?
Once contacted by the customer, I will reach out to learn more about the customers business.
What education and/or training do you have that relates to your work?
I have over 12 years experience in financial services as a Financial Counselor, Investor Advisory Rep, and as a senior business analyst.