Business Details
Your Trusted Partner for Accounting Solutions
Applied Financial Services is a woman-owned financial management firm founded by Roxanne Albin, a seasoned professional with over two decades of experience in the financial services industry. Our mission focuses on delivering customized bookkeeping, accounting, and financial coaching services to businesses, nonprofits, trusts, and individuals. We prioritize client success by alleviating administrative burdens through organized financial reporting, enabling informed decision-making.Our team combines technical expertise with a commitment to community, offering tailored solutions that align with each client's unique needs. We maintain industry relevance through continuous education and participation in professional organizations, ensuring our services reflect current best practices. Client relationships are built on integrity, patience, and understanding, with a dedication to fostering long-term financial clarity and organizational growth.
Services
Bookkeeping Services
Accounting Solutions
QuickBooks Setup
Financial Coaching
Payroll Processing
Audit Preparation
Budget Development
Nonprofit Financial Management
Highlights and features
- We offer 20+ years of nonprofit and business accounting expertise
- Our team provides customized QuickBooks setup and training solutions
- We combine financial management with personalized coaching for holistic growth
- Our staff maintains active participation in professional development organizations
- We specialize in nonprofit financial compliance and grant reporting
What people say
Competent and responsive team
Personalized financial coaching
Expert QuickBooks assistance
Financial clarity achieved
Trustworthy support partners
Services
Bookkeeping Services
Our bookkeeping services maintain accurate financial records through systematic transaction tracking and account reconciliation. We handle accounts payable/receivable, payroll processing, and financial statement preparation for businesses and nonprofits. Our team ensures consistent reporting that meets audit requirements while providing real-time financial insights to support organizational decision-making.
Nonprofit Accounting
Specialized accounting solutions address nonprofit-specific needs including grant reporting, fund accounting, and compliance with donor requirements. We manage complex financial structures for organizations handling donations, government grants, and multi-program budgets while maintaining transparency and regulatory compliance.
QuickBooks Setup
Our QuickBooks experts implement customized accounting systems tailored to client operations. Services include software configuration, chart of accounts setup, bank integration, and staff training to ensure efficient financial management through optimized digital tools.
Financial Coaching
Personalized financial coaching helps clients develop budgeting strategies, business growth plans, and financial decision-making frameworks. We provide actionable guidance for both organizational development and individual financial clarity through structured coaching sessions.
Payroll Services
Comprehensive payroll management covers employee payments, tax withholdings, and regulatory compliance. Our services include payroll processing, W-2/1099 preparation, and system integration to ensure accurate, timely compensation for businesses of all sizes.
People
Roxanne Albin
President/CEO
MBA holder with 20+ years in financial services, specializing in nonprofit accounting and business coaching. Former nonprofit finance director who founded Applied Financial Services to combine expertise with community impact.
Tania Jackson
Controller
BS in Accounting with over five years managing financial workflows at AFS. Oversees month-end closing processes and balance sheet reconciliations while maintaining client financial calendars.
Laura Kelley
Senior Accountant
12-year nonprofit finance veteran with experience as Director of Finance. Specializes in nonprofit accounting systems and previously owned a medical equipment business before joining AFS.
Sage Beaube
Bookkeeping Supervisor
BS in Accounting with three years managing daily financial operations for AFS clients. Handles transaction processing, vendor payments, and customer invoicing while maintaining accurate financial records.
Elisa Paredes
Accountant
Qualified accountant with five years supporting nonprofit financial operations. Specializes in reconciliations, accounts receivable management, and financial statement preparation for diverse organizational clients.
Questions
What accounting services do you offer for nonprofits?
We provide complete nonprofit financial management including fund accounting, grant reporting, donor compliance, and audit preparation tailored to 501(c) organizations' specific requirements.
Can you help businesses with QuickBooks implementation?
Yes, our experts offer full QuickBooks setup including chart of accounts configuration, bank integration, and customized training to optimize accounting workflows for businesses.
Do you provide financial coaching services?
We offer personalized financial coaching for business owners and individuals focusing on budget development, growth strategies, and financial decision-making frameworks through structured sessions.
What payroll services do you handle?
Our payroll services include employee payment processing, tax withholding management, W-2/1099 preparation, and system integration for businesses needing reliable payroll administration.
How do you support small business financial management?
We provide tailored bookkeeping, accounting, and financial planning services that help small businesses maintain accurate records, improve cash flow, and make informed financial decisions.
What makes your firm different from other accounting services?
Our combination of nonprofit expertise, personalized coaching, and community focus creates unique value through technically excellent financial services delivered with exceptional client care.
