The requirements for corporate management are becoming increasingly extensive. That is why fundamental business consulting for us is inseparable from the services of good tax consulting. The experiences from our comprehensive auditing activities are therefore of very high value.



Our services include

  • Consulting on business set-ups
  • Business Structure
  • Sole Proprietorships vs Incorporation
  • Financial consulting
  • Result improvement analyses
  • Establishment and formation of report and information systems
  • Financial planning, success planning, and liquidity planning
  • Business plan consulting
  • Bookkeeping checks
  • One on One Expense Training
  • Record Keeping Consultation


Group Workshops

Workshops & Seminars

Are you trying to get the right start, but need to watch your cash flow?


At O.B.S. Financial, we provide our clients with a variety of Business Information workshops in many different areas. The workshops are limited to 4-10 participants and provide great reference materials and take homes in order to start managing your finances immediatly.


Our upcoming workshops include:

  • Business School 101 - Introduction to Income & Expense Reporting
  • Business School 201 -Intoduction to Quickbooks
  • Business School 202 - Payroll, Inventory & Job Classification  
  • Business School 203 - Reporting
  • Business Structure - Corporation or Sole Proprietorship
  • Rentals - How they Work

For More Information, Dates and Costs, please visit our Events/Workshops Page


In order to ensure our accuracy, and make sure you pay the least amount possible we ask that all clients complete our registration forms. New this year are 3 seperate forms: One for new clients, one for returning clients and one for deceased clients. Additional forms may be required based on your answers and tax situation.


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