Financial clarity,
without the guesswork.
Progressive Financial Services keeps your books clean, your payments secure, and your health coverage understood — so you can stop managing three vendors and get back to running things.
- 4
- Service lines
- 1–2
- Day response
- 50
- States served
- Flat
- Fee pricing
Four disciplines,
handled together.
Most firms do one of these well and refer out the rest. We keep all four in-house so nothing falls between the cracks.
Fewer vendors. Fewer surprises.
The reason clients consolidate with us is rarely price — it's that the pieces finally line up.
One team, four disciplines
Accounting, payments, coverage, and consulting under a single roof — no handoffs between three vendors who don't talk.
Compliance-minded by default
Accurate records, secure processing, and documentation that holds up when it's reviewed.
Plain answers, fast
Questions answered in one to two business days by the person who knows your file.
A short path from messy to handled.
No long onboarding, no surprise invoices. Four steps and you know exactly what happens next.
Conversation
A short call to understand where you are, what's messy, and what you actually need. No charge, no pitch deck.
Scope & quote
You get a written scope and a fixed number before any work starts — recurring monthly or one-time project.
Setup
We get your books current, your processing live, or your plan enrolled, and hand you clean documentation.
Ongoing support
Monthly reporting and a direct line for questions. You're never routed through a call centre.
What clients say after the first quarter.
“They took over a year of neglected books and had us current before quarter end. The monthly reports are the first ones I've actually understood.”
“Getting card processing set up for both the shop and the website was painless, and the deposits finally match what's in the ledger.”
“I was completely lost on Medicare. They walked through the options with me twice and never pushed a particular plan.”
Questions we get most.
Still unsure whether we're the right fit? Ask directly — the first conversation is free.
Both. We handle personal bookkeeping and tax preparation as well as full business accounting, payroll-adjacent reporting, and monthly closes. Many clients start on the personal side and bring their business over later.
It depends on how far behind things are, but most catch-up engagements are current within two to four weeks. We start with a short review call, tell you exactly what we need, and give you a fixed timeline before any work begins.
Medicare, ACA marketplace plans, and private carriers including Blue Cross Blue Shield and Oscar Health. We walk through what each plan actually covers for your situation rather than pushing a single carrier.
Yes. We handle in-person terminals, online payment portals, and invoicing — including the settlement and reconciliation side so the deposits actually match your books.
Pricing depends on scope and volume. We quote flat monthly rates for recurring bookkeeping and fixed fees for one-time projects, so you know the number before we begin. There is no charge for the initial conversation.
Ready for a cleaner financial workflow?
Tell us what you need and we’ll outline the right mix of services — with a fixed quote before anything starts.