Empowering Your Business Growth Together

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

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Services

We offer a comprehensive suite of outsourced services including bookkeeping, tax preparation, and financial planning and analysis.

Every solution is built around your business. Better data means better decisions, and better decisions drive long-term growth.

  • We record and categorize every transaction with precision, giving you accurate reporting and maximizing your tax savings.

  • We capture and organize your transaction receipts to verify entries, catch potential fraud, and keep your books audit-ready.

  • Each month, we reconcile your bank and credit card accounts to confirm accuracy, flag discrepancies, and catch errors or fraudulent activity.

  • We process payroll accurately and on time, ensuring seamless integration with your financial records and reliable reporting.

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  • We handle your state and local tax filings, ensuring accurate reporting, timely submission, and good standing with tax authorities.

  • We provide comprehensive monthly, quarterly, and annual financial reports, including Profit & Loss Statements and Balance Sheets.

    These reports are designed to offer clear insights into your financial performance, support strategic decision-making, and help you confidently manage your business.

  • 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.

  • We track payments to independent contractors throughout the year and handle annual 1099 filings accurately and on time.

    From record keeping and W9 form collection to e-filing, we simplify year-end reporting and reduce administrative stress.

  • At year-end, we prepare your books by performing thorough clean-up and closing processes, ensuring all financial records are accurate and ready for tax filing.

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

Pricing

Here’s an example of our pricing plans. Pricing varies as we customize our service offerings to meet your business’s specific needs.

Tier 1

$400/mo

  1. Transaction Management

  2. Bank and Credit Card Reconciliation

  3. Quarterly Financial Reports

  4. Annual coordination with your tax preparer

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Tier 2

$650/mo

  1. Transaction Management

  2. Bank and Credit Card Reconciliation

  3. Quarterly Financial Reports

  4. Annual coordination with your tax preparerAnnual 1099 Filings

  5. Receipt Managment

  6. Monthly Financial Reports

  7. W9 Management and Annual 1099 filings

  8. Local Tax Filings

Tier 3

$1,000/mo

  1. Transaction Management

  2. Bank and Credit Card Reconciliation

  3. Quarterly Financial Reports

  4. Annual coordination with your tax preparerAnnual 1099 Filings

  5. Receipt Managment

  6. Monthly Financial Reports

  7. W9 Management and Annual 1099 filings

  8. Local Tax Filings

  9. Budgeting & Forecasting

  10. Financial Planning & Analysis

Meet the Team

At Chen & O'Halloran (CO) Financial, we know managing your business finances can be overwhelming. That's why we founded CO Financial, to provide reliable, hands-on support you can actually depend on.

Collaboration sits at the core of everything we do. We work closely with you to build financial solutions around your specific needs, so we can grow your business together.

  • Co-Founder

    Han holds a Master’s Degree in Professional Accounting and brings over five years of expertise in accounting, financial planning and analysis, budgeting, and forecasting.

    As Co-Founder of CO Financial, he leads quality review and budgeting & forecasting, delivering accurate, insightful financials for every client.

  • Co-Founder

    Kelly is a Certified Bookkeeper and QuickBooks ProAdvisor with over a decade of experience across diverse administrative and operations roles.

    As Co-Founder of CO Financial, she leads operations and client management with a people-first approach, bringing clarity and structure to the financial operations of every business she works with.

Why Should You Partner With Us?

  • Informed Decisions

    Accurate, up-to-date financials give you clear insight into your business's financial health, so you can make confident, strategic decisions.

  • Organized Records

    Stay audit-ready year-round with organized reports and complete financial documentation.

  • Your Time Back

    Financial management can be complex and time-consuming. We handle it for you, so you can focus on running your business.

  • Responsive support

    We are here for you! We pride ourselves on prompt, reliable service and respond to all inquiries within two business days.

Contact Us

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