Primary Care Financial
5.0 stars · 8 reviews · Serves Nationwide · Specializes in SMB Owners, Solopreneurs, Digital Nomads
We help growing service businesses get clean books, a reliable monthly close, and clear financial guidance through CPA-led bookkeeping and Controller/CFO support.
Services
- Accounts Payable/Receivable
- Bookkeeping
- Budgeting & Forecasting
- Cash Flow Management
- Financial Advice & Coaching
- Payroll Services
Pricing
- Monthly Fixed Fee — $2,500 monthly
- Monthly Bookkeeping — $500–$2,500 monthly
- Bookkeeping Cleanup — $1,500–$10,000 per project
- Fractional CFO Advisory — $2,500–$7,500 monthly
Reviews
Stephanie Puchalski
5 stars
2025-10-08T14:20:06.529+00:00
Steve and I worked at a public accounting firm for many years together. Throughout that time, Steve was very helpful & friendly to both coworkers and clients. I would recommend Steve & Primary Care Financial to anyone in need of bookkeeping or advisory services!
Robert Duszynski
5 stars
2025-09-05T15:02:24.68+00:00
Even though I haven’t hired Steve directly, I've seen him provide first-class service to our referral members. He’s exactly the kind of CPA you can trust to put your business’s best interests first.
Maria
5 stars
2025-08-28T13:00:19.211+00:00
Steve and I worked together at a public accounting firm when I was starting my career. Throughout that time, Steve was very knowledgeable and always put the needs of his clients first, in addition to being a great mentor for me. I wouldn't hesitate to recommend Steve & Primary Care Financial to anyone in need of bookkeeping or advisory services!
Laura Schlicker, CPA
5 stars
2025-08-27T17:35:14.721+00:00
Steve and I worked together at a public accounting firm when I was starting my career. Throughout that time, Steve was a fantastic resource for me, and I watched as he always put the needs of his clients first. I wouldn't hesitate to recommend Steve & Primary Care Financial to anyone in need of bookkeeping or advisory services.
Nader
5 stars
2025-08-26T18:07:46.704+00:00
My experience has been great, giving us worry free support and the confidence our accounting tasks are getting complete correctly and in a timely manner.
Jake Smith, MBA, CPFA®
5 stars
2025-08-26T17:26:15.104+00:00
My experience with Steve has been very positive. He is professional, approachable, and easy to communicate with. Even in the short time I’ve known him, it’s clear that he’s committed to providing value and building strong relationships with the businesses he serves. I feel confident recommending him as a trusted bookkeeping resource.
Dylan Hughes
5 stars
2025-08-26T17:23:56.699+00:00
Steve is an extremely knowledgeable accounting professional. Steve is the bookkeeper for multiple clients of mine and has performed accounting miracles with getting their data cleaned up and ready for tax time. He is dedicated to performing timely and reliable services to his clients and I have never met someone more personable in the accounting industry. I highly recommend Steve for any bookkeeping and financial advisory related services.
Mallory Kuhn
5 stars
2025-08-26T13:24:17.04+00:00
Steve at Primary Care Financial is a knowledgeable, helpful CPA who is easy to work with! With his help, I was able to get my small business bookkeeping and tax payment structure set up without the headaches of trying to learn how to do it alone. I love how PCF charges a flat monthly rate instead of by the hour, meaning I never have to bite my nails wondering how much I'll be charged if I have a few extra questions one month. I strongly recommend Steve and Primary Care Financial for any solopreneurs or small to mid-sized businesses who want to take the stress out of bookkeeping and tax prep for their business.