Tax Preparation
We assist with all federal, state, local and other tax filings using a streamlined process to strive to maximize technology and available efficiencies.
Tax Planning
We assist with applying timely, tax-efficient strategies to all facets of your financial life. These services are integrated into everything we do for you and are a core component of our offering.
Cash Flow Analysis
Analyze your cash inflows and outflows to make informed financial decisions for your future.
Business Education
We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions.
State and Local Tax
We specialize in the complex compliance issues related to state and local taxes including income, franchise, sales, property taxes, and nexus issues.
Outsourced CFO Services
Beyond everyday accounting needs, Woodford Financial provides outsourced CFO services as an integral part of your management team to help guide this complex area for businesses and nonprofits.
Accounting Services
Woodford Financial offers full-charge accounting services to SMEs and nonprofits. Let us efficiently handle the back office while you tend to your important stakeholders.
New Entity Setup
We can help get you started on the right foot with your new business or nonprofit. From entity selection, incorporation, and tax registration to obtaining nonprofit status from the IRS, we are here to help you achieve your dreams.
Ramp Payment Solutions
We are your implementation specialists for one of the leading credit card and bill management platforms on the web today. In addition to cash back savings, Ramp’s productivity gains will supercharge your staff’s financial management.
QuickBooks Online Accounting
As elite QBO advisors, we are in a unique position to help integrate the various facets of your business with your accounting system for seamless reporting and tax compliance.
Xero Accounting
Our extensive experience with the Xero accounting platform makes us ideal partners for helping you gain the maximum benefit from your systems. Xero has excellent integration capabilities.
Gusto Payroll
We strongly recommend the user-friendly payroll processing platform Gusto for small and medium-sized entities. We assist with implementation of the platform and its integration with your other accounting systems.