Services
At Three Key Financial, we offer a wide range of services tailored to meet the unique needs of individuals, businesses, and nonprofits. Our team of experts is dedicated to providing you with the knowledge and tools you need to achieve your financial goals. Explore our services below and see how we can help you.
Services Overview
Accounting / Bookkeeping
Reconcile, maintain and organize financial records. Providing transparency and accuracy for financial reports
What’s Included: Regular financial statements, transaction recording, expense tracking
Benefits: Clear financial insights, compliance with regulations, improved financial management
Payroll
Payroll processing, ensuring compliance with payroll tax regulations, and secure payment methods with detailed reporting
What’s Included: Payroll processing, tax withholdings, direct deposits
Benefits: Employee satisfaction, regulatory compliance, reduced administrative burden
Tax Services
Tailored tax strategies to fit your financial goals and ensure compliance with tax laws, including support for sales tax permits and audits
What’s Included: Tax planning sessions, document preparation, filing support, and sales tax registration, filing, and compliance services
Benefits: Minimized tax liabilities, accurate filings, and peace of mind
New Business Formation
Legal structure advice, business registration, operating agreement/bylaws services, and additional services
What’s Included: Application preparation, documentation, submission assistance
Benefits: Increased chances of approval, professional presentation, strategic advice
Loan & Grant Writing / Preparation
Loan package assembly, grant and loan application services, financial projections, consultations, and strategy services
What’s Included: Business plan creation, financial projections, legal setup advice
Benefits: Strong business foundation, clear roadmap, strategic planning
Business Consulting
Strategic planning, operational improvement, and financial consulting
What’s Included: Document notarization, certification, legal compliance
Benefits: Convenient service, legal assurance, reliable and professional handling
Notary Public
Document authentication along with witnessing signatures
What’s Included: Business plan creation, financial projections, legal setup advice
Benefits: Strong business foundation, clear roadmap, strategic planning
Workshops/Courses
Educational workshops and courses on allocating transactions properly and reading financial reports
What’s Included: Personalized help, resources, and opportunities for Q&A sessions
Benefits: Gain in-depth financial knowledge, improve your business accounting practices, and receive personalized support and guidance
