Making a Profit but Still Low on Cash? Bookkeeping and Advisory Services for Small Business Owners Who Want Financial Clarity

Discover Where Your Cash Is Going

Clear, Confident Bookkeeping and Advisory Support—So You Can Focus on Growth

I partner with small business owners to simplify their finances and bring clarity to their books. Together, we’ll build a system that works for you—so you can stop guessing and start growing.

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My services

Weekly/Monthly/Quarterly Bookkeeping

Managing your business finances can be overwhelming. I offer a comprehensive range of bookkeeping services to help you streamline and organize your financials. From managing accounts and tracking expenses to monthly reconciliations and custom financial reports, I provide the expertise and tools you need to stay on top of your financials. My services ensure you can focus on business growth while maintaining accurate, up-to-date records for better decision-making.

  • Bookkeeping
  • Managing Payroll
  • Limited Sales Tax Filing
  • Preparing & Reconciling Financial Statements
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Individual/Business Tax
Preparation

Are you overwhelmed by tax preparation? I’m here to assist with all aspects of your tax preparation, a vital part of managing your business finances. With my professional tax preparation services, I ensure your records are accurate, up-to-date, and fully compliant with current tax regulations. I help small businesses maximize tax savings, organize records for smooth filing, and avoid costly errors. From tax return preparation to strategic tax planning, my goal is to provide reliable, detail-oriented support so you can make confident financial decisions for your business’s growth.

  • Individual Tax Returns
  • Business Tax Returns
  • I work closely with your tax professional to create a seamless tax time experience for you.
  • Tax Planning
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Client Advisory Services

Managing a business’s finances goes beyond bookkeeping; it requires strategic insight and guidance. My client advisory services provide personalized financial advice to help you make smarter business decisions. From cash flow management and budgeting to financial analysis and forecasting, I offer insights that empower you to optimize resources and plan for growth. With expertise tailored to small businesses, I help you interpret financial data, address challenges, and identify opportunities, giving you the confidence to lead your business forward.

  • Cash Flow Management
  • Budgeting and Forecasting
  • Financial Analysis
  • KPI Tracking
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Hello! I'm Candice!

Your Dedicated Bookkeeper

Let CTD Financial & Tax Services LLC handle the details so you can focus on growth. Our expert bookkeeping and advisory services provide the financial clarity and insights you need for smarter business decisions. We manage accounts, track expenses, and generate custom financial reports to ensure your records are accurate and up-to-date. Trust us to maximize tax savings, avoid costly errors, and plan strategically for the future.

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Stellar Reviews

What they say about my work

I have worked directly with Candice for the past 3 years and I am happy to refer her to anyone that is in need of a professional Bookkeeper. Although we've always worked together on a virtual basis, Candice is easy to reach and quick to respond. She is detail oriented, knowledgeable and organized, which is extremely helpful in keeping us on track. Candice goes above and beyond and has become a true asset for our business.
BethBookkeeping Client
Candice was WONDERFUL! Very professional and very straight to the point. Made the process so easy and stress-free. Highly recommend!!
HollieTax Client
Incredibly reliable and detail-oriented—Candice has completely taken the stress out of bookkeeping for us. Always accurate, organized, and quick to respond. A true asset to any business! Thank you for helping us take good care of our business.
ChrisBookkeeping Client

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