P&O Financial Services, LLC
Financial Clarity for Businesses & Professionals
Simplifies financial complexity so you can focus on growing with confidence.
About
P&O Financial Services LLC delivers clarity, confidence, and peace of mind through expert bookkeeping, payroll, tax, and business support solutions. Founded by Mary Potts, CPA, the firm combines technical expertise with a relationship-first approach to deliver strategies tailored to clients' goals.
Services
Bookkeeping
Stay on top of your numbers with accurate reconciliations, clear reporting, and reliable monthly records.
Payroll Processing
Efficient, accurate payroll management—including calculations, direct deposits, and tax filings.
QuickBooks Setup
Complete system setup, chart of accounts design, and personalized training.
Financial Reporting
Delivers timely and accurate reports—including Profit & Loss and Balance Sheet—to help you make informed business decisions with confidence.
Catch-Up Bookkeeping
Back work and clean-up for prior months, so you can start fresh with accurate books.
Tax Preparation
Year-end small business tax filings with accuracy and peace of mind.
