Roberts Financial Services
Accounting • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Website | |
| NAICS | 5412 |
| SIC | 738 |
| Employees | 1-10 |
Key Contact at Roberts Financial Services
Robin Roberts
Owner
Roberts Financial Services Email Formats
Roberts Financial Services uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@robertsfinancial.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@robertsfinancial.net | 100% |
About Roberts Financial Services
Shira Roberts, founder of Roberts Financial Services, is dedicated to helping businesses successfully manage their bookkeeping needs. As both a CPA and Certified QuickBooks ProAdvisor, Shira brings a unique blend of experience and knowledge to efficiently manage the accounts of small to mid-size businesses using QuickBooks. Bookkeeping - Accounts Payable - Accounts Receivable - Bank/Credit Card Reconciliation - Maintain general ledger for income, expenses, assets & liabilities Financial Reporting -Generate W-2, W-3, 1099 & 1096 forms -Generate Year-End financial Statements Budget Planning and Forecasting -Sales forecasting -Detail budgets -Budgeted financial statements -Estimate future cash inflows and outflows
Roberts Financial Services revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Roberts Financial Services has never raised funding before.
Roberts Financial Services Tech Stack
Discover the technologies and tools that power Roberts Financial Services's digital infrastructure, from frameworks to analytics platforms.
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