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Business & Nonprofit Services

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

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Tax Preparation

Tax Preparation

We assist with all federal, state, local and other tax filings using a streamlined process to maximize technology and available efficiencies.

Tax Planning

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

Cash Flow Analysis

Analyze your cash inflows and outflows to make informed financial decisions for your future.

Business Education

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

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

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.

Bookkeeping Services

Bookkeeping Services

Woodford Financial offers full-charge bookkeeping services to SMEs and nonprofits. Let us efficiently handle the back office while you tend to your important stakeholders.

New Entity Setup

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

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.

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QuickBooks Online Accounting

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.

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Xero Accounting

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.

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Gusto Payroll

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.

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