Empowering Your Business Growth Together

We simplify financial management and streamline tax preparation with personalized, reliable support.

Our Services

We customize our services to fit your business needs and keep your finances accurate and up-to-date all year.

  • We manage bank feed maintenance, transaction matching, and categorization to ensure your financial data remains accurate and reliable.

    Please note that we do not currently offer Accounts Payable services (such as bill payments) or Accounts Receivable services (such as following up with customers for payment).

  • We match your provided receipts to the correct transactions, helping ensure accuracy, detect potential fraud, and keep your books audit-ready.

  • We reconcile your business accounts monthly by comparing recorded transactions to bank statements, ensuring accuracy, identifying discrepancies, and helping prevent potential fraud.

  • We work with your payroll provider to ensure accurate, timely reporting and seamless integration with your financial records.

    Contact us to learn how you can receive special pricing on Gusto by signing up through our referral.

  • We handle your state and local tax filings with expert guidance to ensure complete accuracy and compliance.

  • We provide monthly, quarterly, and annual financial reports, including Profit & Loss, Balance Sheet, and Cash Flow Statements. These reports are designed to offer valuable insights and support confident, informed business decisions.

  • We develop customized budgets and cash flow forecasts to give you a clear financial roadmap.

    Our forward-looking approach helps you anticipate cash needs, manage resources efficiently, and make strategic decisions with confidence.

  • Do you work with independent contractors?

    We track payments throughout the year and handle your 1099-NEC filings accurately and on time. From recordkeeping to e-filing, we make year-end reporting simple and stress-free.

  • We prepare your books for year-end by performing thorough clean-up and closing processes, ensuring everything is accurate and ready for tax filing.

    We also coordinate directly with your tax professional, providing all the necessary reports and documentation for a smooth, stress-free filing experience.

  • Just getting started?

    We’ll help you set up QuickBooks, tailoring the software to your business needs for seamless accounting and efficient financial management from day one.

Service Packages

Here’s an example of our packages. Pricing varies as we customize our service offerings based on your businesses specific needs.

Basic

$400/mo

Up to $200k in Revenue

  • Software Setup & Optimization

  • Transaction Management

  • Bank & Credit Card Reconciliation

  • Financial Statements

  • Quarterly Review Meeting

  • Annual 1099 Filings

  • Tax Ready Financials

Standard

$650/mo

Over $200k in Revenue

  • Software Setup & Optimization

  • Transaction Management

  • Bank & Credit Card Reconciliation

  • Financial Statements

  • Monthly Review Meeting

  • Annual 1099 Filings

  • Tax Ready Financials

  • Receipt Management

  • Payroll Management

  • Local Tax Filings

Premium

$1,000/mo

Over $400k in Revenue

  • Software Setup & Optimization

  • Transaction Management

  • Bank & Credit Card Reconciliation

  • Financial Statements

  • Monthly Review Meeting

  • Annual 1099 Filings

  • Tax Ready Financials

  • Receipt Management

  • Payroll Management

  • Local Tax Filings

  • Budgeting & Forecasting

  • Financial Planning and Analysis

Meet the Team

At Chen & O'Halloran (CO) Financial, we understand that financial management can be overwhelming and time-consuming. That’s why we founded CO Financial to offer reliable, supportive services that businesses can truly depend on.

With collaboration at the core of our mission, we work closely with our clients to deliver financial solutions tailored to their specific needs, so they can stay focused on what matters most: growing their business.

  • Co-Founder

    Han brings deep expertise in accounting, budgeting, and cash flow management. He leads our quality review and financial reporting processes, delivering accurate, insightful, and reliable financials for every client.

  • Co-Founder

    Kelly is a certified bookkeeper, holding both QuickBooks ProAdvisor and Associate Digital Bookkeeper certifications. She leads our internal operations with a focus on efficiency and client satisfaction, ensuring every engagement runs smoothly from start to finish.

Why Should You Partner With Us?

  • Informed Decisions

    Stay on top of your numbers year-round with up-to-date financials that give you the clarity to make confident, strategic business decisions.

  • Organized Records

    Be audit-ready and fully prepared for tax season with well-organized reports and thorough financial documentation.

  • Time Back for What Matters

    Financial management can be overwhelming. We take it off your plate so you can focus on what you do best: running your business.

  • Responsive support

    We pride ourselves on prompt, reliable service and respond to all inquiries within two business days.

Contact Us

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