A financial partner that stays in the details.
Progressive Financial Services keeps your finances organized, your payments secure, and your coverage understood. We combine accurate accounting, modern payment tools, and health plan guidance into one relationship — so the pieces work together instead of against each other.
Local roots, nationwide reach. Clients across all 50 states.
- Business
- Focus
- Financial
- Services
- Nationwide
- Coverage
- Dedicated
- Support
Three things we don't compromise.
They sound simple. Holding to them under deadline pressure is the actual work.
Clarity
Reports you can read without a glossary, and answers that don't hide behind jargon. If we can't explain it simply, we haven't finished the work.
Protection
Accuracy, secure processing, and compliance-minded guidance in every engagement — documentation that holds up under review.
Relationships
Most of our clients have been with us for years. We'd rather earn the next engagement than win a bidding war on this one.
Everything under one roof.
A single engagement can cover any combination of these. Most clients start with one and add the rest over time.
- Bookkeeping and monthly close
- Tax preparation and compliance
- Financial statements and reporting
- Card terminals and online portals
- Secure invoicing and settlement
- Medicare and ACA enrollment
- Private carrier plan comparison
- Operations and KPI consulting
Let’s find out whether we’re the right fit.
The first conversation is free and there’s no obligation on either side.
Start a conversation