About Us
Manage Finances
Comprehensive Approach
Comprehensive Approach
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Accounting & BookKeeping
- Business & Sales Tax Services
- Business Analusis
- Payroll Services
- QuickBooks Certified Solutions
- Entity Formation
- Administrative Assistance
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
Comprehensive Approach
Comprehensive Approach
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Committed to Service
Comprehensive Approach
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Team
Barbara Cook -Director Financial
Barbara Cook -Director Financial
Barbara Cook -Director Financial
Started her career in 1996, working for a Large Law Firm in Phoenix, AZ that consisted of over 30 attorneys. She managed client trust accounts and kept ledgers for each case flat, contingency or hourly fee agreement. This gave her a lot of experience in helping attorneys with their accounting, managing their IOLTA Accounts and 3-Way Reconciliations.
After two years with the law firm, she decided to work with a long-standing CPA Firm in the Phoenix area. Now with over 22 years of experience working with and managing a CPA firm, with a diverse client base, she has knowledge and experience with many types of companies.
Barbara is well versed in working with small businesses with Bookkeeping, Accounting, Budgeting, Tax, Payroll Processing, Sales Tax, Invoicing, Accounts Receivable and Payable. She is proficient in preparing many types of tax returns, including but not limited to, personal 1040s with or without Schedule E or Schedule C businesses, LLC forms 1065, Corporation forms 1120 and 1120-S, Estate and Trust Returns 1041, Charity and Non-Profit form 990 as well as Estate Tax returns form 706.
She has knowledge from working on real-estate investments, investors, funding, distributions and maintaining relationships with owners and investors alike. She has done everything from start to finish, including creating LLC’s and Corporations and applying for Employer Identification Numbers with the IRS.
Barbara is a QuickBooks ProAdvisor for both Online and Desktop versions of QuickBooks. She can set-up, maintain, install and train individuals and/or employees on how to work with QuickBooks.
Barbara loves learning about her clients’ businesses. With her experience, knowledge and understanding she can provide ideas and create processes to help clients grow their business. She has long standing history with clients that she has maintained for over 24 years!
Technology and Analytics
Barbara Cook -Director Financial
Barbara Cook -Director Financial
Team of IT and Data Analysts driving our Security and Analytics.
Contact Us
Get Started Today
Infinite Bookkeeper
Hours
Monday - Friday: 9am - 4pm
Saturday: By appointment
Sunday: Closed
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