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Our Services
FINANCIAL BUSINESS COACHING/BUSINESS CONSULTING
We provide financial coaching and business consulting to clarify vision, optimize resources, streamline operations, and guide entrepreneurs toward sustainable growth
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PERSONAL FINANCIAL PLANNING
We provide strategic wealth building and preservation solutions that give you a clear roadmap to financial security and lasting peace of mind
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ACCOUNTING AND BOOKKEEPING
We provide expert accounting and bookkeeping services that give you more than just numbers, we give you a clear financial roadmap and peace of mind
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TAX PLANNING/STRATEGY & TAX FILING
Go beyond simple filing. We provide proactive tax strategy and meticulous preparation to optimize your financial position and build a more secure future
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CFO ADVISORY SERVICES
Gain the strategic financial leadership you need to drive profitability, mitigate risks, and achieve sustainable growth without the overhead
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About Us
Since 2009, Civicom Financial Services has been on a mission to empower small businesses and entrepreneurs. We believe that a strong financial foundation is the key to sustainable growth and lasting success.
Our purpose is to go beyond traditional accounting, providing a holistic partnership that gives you the clarity, control, and confidence you need to thrive. We believe Operational Efficiency combined with Financial Excellence should lead to a successful business.
Frequently Asked Questions
Civicom goes beyond bookkeeping and tax filing—we act as your financial partner. We combine operational efficiency with financial excellence, offering CFO advisory, personalized financial planning, and proactive tax strategies to help your business grow sustainably.
We primarily serve small businesses and entrepreneurs at every stage of growth. Whether you’re just starting out or scaling to millions in revenue, our services are designed to provide clarity, control, and confidence in your financial journey.
Our clients often see transformative growth. For example, one partner grew from three employees in 2010 to over 100 employees and $15M+ in revenue by 2025, thanks to our full-cycle accounting support and strategic guidance.
How We Partner with You We deliver a comprehensive suite of financial services designed to support every stage of your business journey:
Financial Clarity & Insight
We provide meticulous accounting and bookkeeping services that give you reliable, accurate reports. This isn't just about compliance; it's about giving you the data you need to benchmark performance and make smarter decisions.
Expert CFO Advisory
We act as your on-demand financial co-pilot. Through our CFO Advisory services, we'll partner with you to build a growing and profitable business, turning your financial vision into reality.
Strategic Tax Optimization
We leverage our expertise and deep understanding of tax laws to do more than just file your taxes. We create a proactive tax plan that minimizes your obligations, helping you keep more of your hard-earned money.
Personalized Financial Planning
Your business success is tied to your personal well-being. We work with you to develop a personal financial plan that meets your goals and aspirations, ensuring both your business and personal finances are secure.