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Book Your Appointment

Phone, video, and in-person appointments are available for your convenience!

Bookkeeping Document Review

Unorganized books? Unsure how to even START tracking your business financials? Overwhelmed by the thought of trying to balance your books (especially at the end of the year)?

Don't stress - bring us the mess!

Schedule an exploratory call to discover how our bookkeeping services can support your business. After you upload your documents into our secured portal, we'll discuss your unique needs, answer your questions, and explore how we can help you streamline your financial management.

**Thank you for choosing West Harbour Financial Group, LLC! Due to the intellectual properties of this service, refunds will not be issued.**

15 Minute Meeting (existing clients only)

Don't need a whole 30 mins to1 hr?
Have a pesky one-time question that's bugging you?
Need a budget friendly appt to address a specific concern?

Book a meeting with us for 15 minutes!

**Thank you for choosing West Harbour Financial Group, LLC! Due to the intellectual properties of this service, refunds will not be issued.**

Bookkeeping - Accounts Review (existing clients only)

Time to get together and go over your completed financial reports & analyses!




60 Minute Meeting

Not sure which catagory to choose, but need some assistance?
Have general questions regarding taxes or financial statments?
Miscellaneous topics you would like a professional opinion on?

Book an appointment and lets sort it out!

**Thank you for choosing West Harbour Financial Group, LLC! Due to the intellectual properties of this service, refunds will not be issued.**

Tax Service Consultation

Past year filings? Amendments? Total tax confusion? Or just current year tax filings?

Book an appointment with us!

Schedule an exploratory call to discover how our professional tax services can help you and simplify the process. We'll discuss your unique needs, answer your questions, and explore how we can help you maximize your tax profile.

**Thank you for choosing West Harbour Financial Group, LLC! Due to the intellectual properties of this service, refunds will not be issued.**

Tax - Return Review (existing clients only)

Time to get together and go over your completed tax return!



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