Accounting, Tax, & Financial Leadership for Growing Businesses
Helping business owners make smarter financial decisions through accounting, tax planning, outsourced CFO services, and
Serving Our Community
Our family-owned financial and bookkeeping service began in 1997 serving the San Antonio area. Since then, we have expanded to serving individual and small to mid-size businesses across the country. We realize that small businesses don’t have the time or the resources to give the back office the attention it needs.
Driven by Your Goals, Powered by Our Expertise
Choose us for accuracy, reliability, personalized service, proactive guidance, innovative solutions, and client-centric focus.
Innovative Solutions
We prioritize understanding your unique financial goals, ensuring every solution is tailored to your needs
Proactive Planning
We analyze market trends and financial opportunities to craft strategies that adapt to changing circumstances.
Long-Term Partnership
Beyond immediate solutions, we build enduring relationships to support your financial growth and success over time.
Continuous Support
From planning to execution, our team is with you every step of the way, ensuring you stay on track toward your goals.
Comprehensive Services for Financial Excellence
Whether you’re an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.
Bookkeeping Services
Stay on top of your finances with our precise bookkeeping solutions designed to keep your records accurate and up to date.
- Reconcile all bank accounts and credit card accounts
- Managing all daily transactions such as posting cash receipts and disbursements.
- Maintaining the general ledger to correct misclassifications, unrecorded transactions, duplicate transactions, etc.
- Reconcile all bank accounts and credit card accounts
- Managing all daily transactions such as posting cash receipts and disbursements.
- Maintaining the general ledger to correct misclassifications, unrecorded transactions, duplicate transactions, etc.
Management
Our management services provide the tools and insights to streamline operations and support growth.
- Payroll Management of payroll and taxes
- Generate financial statements - Balance Sheet, Profit and Loss
- Prepare reports specific to your industry and sales taxes.
- Reporting and advice to support growth
- Payroll Management of payroll and taxes
- Generate financial statements - Balance Sheet, Profit and Loss
- Prepare reports specific to your industry and sales taxes.
- Reporting and advice to support growth
Advisory
Gain clarity and confidence with our advisory services that ensure informed financial decisions and tax compliance.
- Help directors make informed decisions with specialized reports
- Advice on records that must be kept for tax purposes
- Help directors make informed decisions with specialized reports
- Advice on records that must be kept for tax purposes
Has your Business Outgrown Basic Bookkeeping?
As your business grows, your financial needs become more complex.
You may need:
- Better financial reporting
- Tax planning
- Cash flow forecasting
- Budget management
- Strategic financial guidance
Cole Financial Services bridges the gap between bookkeeping and hiring a full-time CFO.
Take the First Step Towards Financial Freedom
Connect with us today to explore how we can help simplify your financial processes and drive your growth.
Ready to Make Smart Financial Decisions? Let’s Talk!
Phone
726-247-9147
Address
902 Kitty Hawk Rd, Ste 107-449, Universal City, Texas 78148
tricia@colefinancialservice.com
Contact Form
Hear From Our Satisfied Clients: Real Stories, Real Results
Client satisfaction is at the heart of everything we do—hear directly from those we’ve helped!
Patricia brings extensive experience through her bookkeeping services, supporting a wide range of businesses and nonprofits. Her depth of knowledge and collaborative approach make her a valuable connection. I encourage you to connect with Patricia—you may discover opportunities that are mutually beneficial.
By: Larry VanSlyke from Larry VanSlyke
Working with Cole Financial Services has been a game-changer for my business. Their team provided tailored solutions that helped us streamline our finances and grow consistently. I highly recommend their services!”
Michael / Senior Financial Consultant
