Professional bookkeeping services, so you can focus on growth.

CTD Financial & Tax Services LLC offers comprehensive, professional bookkeeping services and financial management solutions tailored for small businesses. From essential bookkeeping and payroll services to in-depth client advisory support, our services provide clarity and control over your finances. Our QuickBooks training, clean-up services, and tax preparation expertise ensure your financials are accurate, organized, and fully compliant. With a focus on empowering smarter business decisions, we’re here to simplify your bookkeeping needs and drive your business’s success.

I want to help you grow your business!

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Let's work together!

This is for you if...

Clients hire me to bring order to their finances and resolve their bookkeeping challenges. Whether they’re behind on record-keeping, struggling with disorganized accounts, or needing accurate financial insights to guide decisions, I specialize in identifying and fixing financial issues. With tailored solutions, I help small businesses regain control, improve cash flow management, and set up processes that prevent future problems—providing clarity and confidence in their financial health.

  • Monthly Bookkeeping
  • Financial Clean-Up Services
  • Client Advisory Services
  • Quickbooks Traning
  • Payroll Management
  • Tax Preparation

How can I help you

Weekly/Monthly/Quarterly Bookkeeping

I offer a comprehensive range of bookkeeping services tailored to streamline and organize your business finances. From managing accounts and tracking expenses to monthly reconciliations and generating custom financial reports, I provide the tools and expertise to help you stay on top of your financials. With an easy-to-use, organized approach, my services ensure you can focus on growth while maintaining accurate, up-to-date records for smarter business decisions.

  • Bookkeeping
  • Managing Payroll
  • Limited Sales Tax Filing
  • Preparing & Reconciling Financial Statements

Individual/Business 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
  • Tax Planning

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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Steps to follow

Schedule a 15 minute Consultation

Schedule a free call to discuss your bookkeeping needs and challenges.

Accept your customized proposal

I’ll create a personalized plan that addresses your specific financial goals.

Let's start working

Once you accept the proposal and sign the engagement letter, I’ll provide instructions in your secure portal for uploading any documents needed to get started. This process ensures a smooth, confidential exchange of information so I can begin organizing your financials efficiently.

Client love

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.
Beth.

Frequently asked questions

I offer comprehensive bookkeeping services, including monthly bookkeeping, payroll management, QuickBooks training, client advisory services, tax preparation, and financial clean-up/catch-up services.

Start by scheduling a free consultation. I’ll discuss your needs, send a proposal, and, once accepted, provide access to a secure portal for document upload.

Hiring a bookkeeper saves you time, ensures accuracy, and provides valuable financial insights for making informed business decisions.

Yes, I use a secure portal for document exchange and prioritize confidentiality and data protection in all our processes.

Why wait to get your finances on track?

Let's begin!

Now is the time to reshape your financial future and refocus your business goals

let's start working