Tax, Consulting & Accounting Services

Business Accounting Services

Business enterprises of all sizes need to be able to rely on accurate and insightful financial information in order to maintain profitability and to capitalize on new opportunities. Princeton Financial Group works with you to make sure you are getting what you need from your financial information. Princeton Financial Group helps you create accounting procedures that are suited to your needs. Whether we are establishing your initial accounting system, modifying an existing one or helping you examine the numbers for cost containment and business and tax planning, Princeton Financial Group is with you every step of the way. These services include but are not limited to:

  • Bookkeeping & Write-Up Services (Daily, Weekly, Monthly, Quarterly, or Annual): We assist clients in everything from paying bills, filing sales tax and reconciling bank accounts to entering or adjusting financial data to help prepare financial statements. We also prepare or assist our franchise clients with monthly franchise reports necessary to stay in compliance.
  • General Ledger and Financial Statement Preparation: We will maintain, update and review a client’s financial data in a manner that is meant to facilitate the preparation of financial statements on an as -needed basis.
  • Accounting System Set-up and Support: We will work with you to create an accounting system from scratch or improve an existing system to meet the current needs of your business.

Advisory & Assurance Services

Princeton Financial Services knows that getting the numbers right is just the beginning. We focus on building close client relationships that add long-term value. This includes assessing the soundness of financial records, evaluating financial procedures and working to produce strategies that help our clients handle the myriad business challenges that every business faces.

We help you make sense of the numbers so you can make better decisions and work with you to create reports with information specifically crafted to meet your business needs. At Princeton Financial Group, we assist you in matters such as controlling costs, increasing efficiency, and implementing new technologies and procedures. We also advise you on how to best take advantage of changes in the marketplace, accounting standards, and tax law.These services include, but are not limited to:

  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial analysis
  • Debt and finances advising
  • Mergers and acquisitions
  • Transaction structuring and negotiations
  • Business succession planning

Reviews and Compilation


A reviewed financial report provides financial statement users with limited assurance as to the plausibility of the information being reported. While it is less in scope than an audit, it involves making inquiries of management and performing analytical procedures regarding the company’s financial statements. This service is often requested by a company’s bank or other lender or managing board. A review engagement must be performed by a licensed Certified Public Accountant.


A compilation is a CPA- prepared financial statement that is usually requested for internal purposes, but may also be requested by third- party financial statement users like a company’s bank. They are based upon information provided by a company’s management and they do not offer any level of assurance on the financial statements. They are the most basic level of service CPA’s can provide for CPA- issued financial statements. In addition to compiling financial statements for your business, we can also assist in providing personal financial statements.

Financial and Retirement Planning

Princeton Financial Group, through its subsidiary Sound Financial Solutions, Inc., works with you to create a plan to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes, such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Princeton Financial Group, can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the right steps to reach your goals.

Litigation Support Services

Princeton Financial Group, litigation support services can be employed in a wide range of situations, including commercial litigation, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, as well as analysis of financial records. Financial and personal records are often vast and confusing to sort through; but with our professional training , we can make sense of these records and transactions and get to your bottom line.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. At Princeton Financial Group, we help you decide what is the most efficient and effective way for you to use QuickBooks for your business needs.

Princeton Financial Group, offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally either one-on-one or in a group of several individuals within your organization And, we come to you at your company’s location


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Installation, Setup & Support

We install QuickBooks on your stand- alone computer or in a network environment, in either single- or multi-user mode. Once installed, we assist new QuickBooks users with initial set-up including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. Many users experience problems and lack the ability to generate and track important information as a result of inadequate set-up. We can help experienced users manage their businesses more effectively by improving their current set-up. As your business needs change, we can help you modify the way you use your QuickBooks to meet your shifting business needs.

Review & Adjustment

Our QuickBooks and accounting review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.