You didn’t start a business to become a part-time accountant
Tired of wasting 15 hours a week drowning in QuickBooks when you could be growing your business?
I can help.
Ready to make "working for yourself" actually work?
What if you could:
✔️ Reclaim 10-15 hours per week to focus on landing new clients and growing revenue
✔️ Kiss tax stress goodbye with bulletproof bookkeeping and tax support
✔️ Actually understand your financials instead of just hoping they're right
✔️ Make confident business decisions based on clean, accurate books
✔️ Get quick, on-demand answers from a CPA who actually responds (and explains things in plain English)
When you do things the PCF way, you can stop wasting time on bookkeeping busywork and start growing your business with confidence.
Finally a CPA who gets it…
Hi, I’m Steve. I’m a CPA and QuickBooks ProAdvisor.
I help small business owners and solopreneurs take the stress of bookkeeping off their plates so they can focus on what they do best: winning more clients and growing their businesses.
No more "see you next year" relationships. No more radio silence when you need fast answers. With Primary Care Financial, you get an ongoing partnership with a CPA you actually want to work with.
The Primary Care Financial Difference
Most accounting firms are stuck in the past: billing by the hour, taking forever to respond, and using outdated systems.
I work on transparent monthly packages, so you never have to watch the clock or hesitate to ask for help. Plus, you get modern cloud-based tools and actual human communication when you need it.
My top priority is your success… not my billable hours.
DFY Bookkeeping: Forget DIY headaches! Your books are handled monthly, so you never have to think about them. QuickBooks setup, categorization, reconciliation – all done for you.
On-demand CPA advice: Unlike typical accountants who disappear after tax season, I'm here year-round to answer questions and help you make the right financial decisions (48-hour response guaranteed).
Tax planning that makes sense: With proactive tax strategies and preparation, you're never scrambling come April or sweating over possible IRS penalties.
Financial cleanup: Are your books a mess from DIY attempts? I'll get everything cleaned up and organized properly so you avoid expensive cleanup fees at tax time.
An experienced financial partner: Get year-round help and support from a CPA who actually cares about your success.
What You Get When You Work With Me:
You focus on your business, I'll handle the back office.
What Clients Are Saying
“Great partnership, worry-free month end close, worry-free support. I would highly recommend Primary Care Financial as your accounting/finance support team; allowing you to focus on your business while knowing the back office is clean!”
Nader Saad, CFO
“I had the pleasure of working with Primary Care Financial this year on both my personal and business taxes. Throughout the process, I was able to conveniently submit documents via a secure electronic platform, meet virtually, and communicate through calls or texts to ensure all of my questions were answered. Additionally, Steve completed everything in a timely manner, making the entire experience seamless and efficient. I highly recommend Primary Care Financial!”
Kaleigh Lewis, Owner - Mind & Motion