Peekz ConsultiN’s suite of financial services helps lighten the load for small businesses and nonprofit organizations. Here’s a sampling of what we offer:

  • Tax preparation
  • Payroll 
  • Bookkeeping
  • Company creation/organization
  • Financial reporting 
  • Sales Tax reporting
  • Financial consulting 
  • Business consulting 
  • Accounting
  • Account reconciliations, Month-end, quarter-ends and year-end
  • Personal financial analysis
  • Life insurance
  • Health insurance
  • Long-term care insurance
  • Investments, including 401(k), IRA, SEP, SIMPLE, mutual funds,VA, FA and managed accounts
  • Home and auto insurance
  • Pre-paid legal
  • Identity theft protection
  • Debt watchers/credit analysis
  • Debt resolution
  • Education planning (Coverdall, 529 plans)
  • Business planning
  • Grant research/writing

Please contact our office to set up an appointment or to inquire about any services not listed.