Smart, Straightforward Support For Your Money
At Aim Financial Services, we keep your finances organized so you can stay focused on life and business. Whether you’re filing taxes, tightening up your books, or planning ahead, our team makes it easy to get clarity and feel confident about your next steps.
If you’re ready for a more affordable, accurate, and hassle-free way to manage your financial world, we’re here for you.
Services for Individuals
Clear guidance to help you protect what you’ve built and plan for what’s ahead.
- Personal financial planning
- Retirement planning
- Estate planning
- Elder care
- Wealth management
Business Services
Tools and support to help your business stay healthy and growing.
- Small-business accounting
- Bookkeeping
- Payroll
- Part-time CFO support
- Audits, reviews, and compilations
- Forensic accounting
- Cash flow management
- Bank financing support
- Business valuation
- Advisory services
- Financial planning
- Succession planning
- New business formation
- Nonprofit support
- Internal controls
- Litigation support
QuickBooks Services
QuickBooks is a great fit for most small and mid-sized businesses. We help you use it the right way.
- Why QuickBooks
- QuickBooks setup
- Training and support
- Troubleshooting and questions
- QuickBooks tune-ups
- Tips and best practices
Industries We Help
We understand the financial needs of a wide range of industries.
- Construction
- Dental
- Healthcare
- Hospitality
- Law firms
- Manufacturing
- Real estate
- Restaurants
- Daycare centers
- Notary services
If you’re ready to get organized, get caught up, or get ahead, Aim Financial Services can help you make sense of your numbers and build a clearer financial future.
