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Progressive Financial Services
Services

Practical financial services, built for clarity.

Four service lines that work together. Take one, or consolidate all of them and stop coordinating between vendors who don’t share information.

Accounting Services
Personal and business accounting

Accounting Services

Books that stay current, closes that land on time, and statements that tell you something useful about the business.

  • Bookkeeping and monthly close
  • Taxes and compliance support
  • Financial statements and reporting
  • Catch-up work for neglected books
Get a quote
Payment Processing
Retail and online payments

Payment Processing

Take payments in person and online, with settlement and reconciliation that matches what's in your ledger.

  • Credit card processing machines
  • Online payment portals
  • Secure invoicing and settlement
  • Reconciliation into your books
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Health Care
Coverage guidance

Health Care

Plan comparison based on what you actually use — not on which carrier pays the best commission.

  • Medicare and Obamacare (ACA)
  • Private insurers like Blue Cross and Oscar Health
  • Enrollment and plan guidance
  • Annual review before open enrollment
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Consulting
Business strategy and operations

Consulting

Practical operational help — the reporting, workflows, and numbers you need to make the next decision confidently.

  • Streamline workflows and reporting
  • Organize finances and KPIs
  • Strategic planning and execution
  • Vendor and systems review
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Not sure which services you need?

Tell us what’s going on and we’ll tell you what’s worth doing — including the parts you can handle yourself.

Contact us