Roberts Financial Services
Company Management

Roberts Financial Services

Accounting 4 employees
Employees
4
Contacts
2
Emails
2
Phones
1

Roberts Financial Services Overview

Industry
Accounting
Employees
4
NAICS
Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Offices of Certified Public Accountants
Tax Preparation Services
Keywords

About Roberts Financial Services

Shira Roberts, founder of Roberts Financial Services, is dedicated to helping businesses successfully manage their bookkeeping needs. As both a CPA and Certified QuickBooks ProAdvisor, Shira brings a unique blend of experience and knowledge to efficiently manage the accounts of small to mid-size businesses using QuickBooks. Bookkeeping - Accounts Payable - Accounts Receivable - Bank/Credit Card Reconciliation - Maintain general ledger for income, expenses, assets & liabilities Financial Reporting -Generate W-2, W-3, 1099 & 1096 forms -Generate Year-End financial Statements Budget Planning and Forecasting -Sales forecasting -Detail budgets -Budgeted financial statements -Estimate future cash inflows and outflows

Roberts Financial Services Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

Roberts Financial Services Org Chart

Sample employees and titles
Name Title Contact
Shira Roberts Quickbooks Online Expert - Virtual
Email Phone
Debbi Rabenstein Bookkeeper at Roberts Financial Services
Email

Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 1 2

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