Welcome to S&P Financial
IncomeTax Preparation
  • Individual Tax
  • Business Tax
  • Out of State Tax Returns
  • Estate Tax
  • Gift Tax
Tax Planning
  • Strategic planning for tax alternatives
  • Planning for house sales
  • Planning for college

  • Weekly/Monthly Bill Pay
  • Cash Flow Analysis and Projections
  • Quarterly Bookkeeping, individuals and small business
  • Bank Reconcilations, individuals and small business
  • Small Business Startup and Problem Solving
  • Weekly/Biweekly Processing
  • Monthly/Quarterly Federal and State Reporting
  • Workers Compensation Audits

Small Business Financial Managment Including
  • Analyzing and designing improved business processes and financial controls.
  • Managing and maximizing cash flow
  • Developing and evaluating sales and marketing plans.
  • Sales Tax Returns (Monthly, Quarterly, Annual)
Chief Financial Officer  Consulting Services
  • Financial Reporting, Planning & Analysis
  • Preparing business plans, budgets, financial forcasts, and alternative scenarios
  • Performing periodic financial reporting and key performance indicators
  • Developing cost saving expense strategies
  • Understanding and anlayzing financial results
  • Recruiting, training and managment of finance and management personnel
  • Representing your company as CFO in investor, shareholder, banking and other conferences
  • Selecting, evaluting and managment of law firms, CPA firms, consultants, etc.

S&P Financial Services, LLC 452 Jackson Street Willimantic, CT 06226 (860) 456-1661