Our Services
Personal Finance
Please contact us if you are looking for something that isn't listed here - we'll let you know if we can help with that!
Personal Income Tax Return
Coulter Financial Services is an IRS-registered Tax Preparer
Personal Budgeting Services
Trying to reach a goal? We'll help you get there!
Small Business Finance
We define small businesses as those under $5Million in revenue per year
Monthly Accounting/Bookkeeping services
Your software or ours, we'll make sure you have what you need, and aren't wasting time and money on things you don't!
Business Startup services
Trying to turn your idea into reality? We can get you set up for financial success.
Outsourced services
- Need us to handle payroll?
- Accounts Payable?
- Audit Management?
- Fractional CFO/Controller services?
Let's talk about what that can look like and how we can help.
Midsize to Large Business Finance
Business with more than $5Million in revenue per year
Outsourced /Fractional Finance Functions
Need to staff up or outsource your finance team? We provide outsourced Controller, CFO, Accounts Payable, and Billing services for the short term OR the long haul!
Project Management
From developing the scope of work through implementation and training, we can manage your finance project on time and on budget.
Something else?
We know your business is unique, and your needs may be unique as well. Coulter Financial Services is always happy to consider out-of-the-box needs. If we can't do it, we may know someone who can!
Welcome
Coulter Finacial Services LLC is about working smart.
We don't do "trend" technology - we rely on software that's tried and true: Reputable, Reliable, and Tailored to your needs.
We partner with you to assess your needs and build a solution that
works for you.
- Want us to manage the function for you? Happy to help!
- Need us to help set you up to manage it yourself? Still happy to help!
- Just looking to get that task of your plate? We can help there, too!
- Not quite sure what you need? Let us partner with you to be sure you get what you need.
We offer a broad range of financial services to serve both personal and business needs.
Our Partners
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