Financial Clarity for Businesses & Professionals
At P&O Financial Services, we simplify financial complexity so you can focus on growing with confidence.
About Us
At P&O Financial Services, we believe finances should create clarity, not confusion. Our team transforms complexity into practical solutions so you can focus on growing your business and achieving peace of mind.
Founded by Mary Potts and Jide Obinegbo, we bring decades of combined experience across public accounting, corporate finance, and business ownership. With a balance of technical expertise and a relationship-first approach, we deliver strategies tailored to your goals—whether it’s tax planning, scaling your business, or navigating financial decisions with confidence.
Our Services
We provide solutions designed to simplify your financial management and support long-term success.
Bookkeeping
Stay on top of your numbers with accurate reconciliations, clear reporting, and reliable monthly records.
Payroll Processing
Efficient, accurate payroll management—including calculations, direct deposits, and tax filings.
Tax Preparation
From year-end filings to small business returns, we ensure compliance while maximizing opportunities.
Pricing
We believe in transparent pricing tailored to the needs of your business. Every company is unique, so final pricing may vary depending on the complexity of work, transaction volume, and level of support needed.
Bookkeeping
Monthly bank and credit card reconciliations, accurate data entry, and clear records to keep your finances in order. Includes monthly financial statements.
Price
$400/month
Payroll Processing
Payroll setup and processing for small teams, including direct deposit and tax filings.
Price
$150/month
QuickBooks Setup
Complete system setup, chart of accounts design, and personalized training.
Price
$250
Accounting Management
A monthly or quarterly check-up of your books to ensure accuracy, compliance, and proper categorization. Ideal for businesses managing their own bookkeeping but needing a professional check-in.
Price
$200/month
Catch-Up Bookkeeping
Back work and clean-up for prior months, so you can start fresh with accurate books.
Price
$75/hour
Tax Preparation
Year-end small business tax filings with accuracy and peace of mind.
Price
$500
Consulting
Custom support and financial guidance for your unique business needs.
Price
$100/hour
Our Process
Discovery Call
We start with a one-on-one conversation to understand your business, goals, challenges, and expectations. This ensures we align on priorities and establish the right strategy from the very beginning.
Onboarding
Once you’re ready to move forward, we set up your account, gather access to the necessary platforms, and outline a tailored plan. We also introduce you to our workflows and communication methods so you always know what to expect.
Initial Clean-Up
Before ongoing work begins, we complete a thorough clean-up. This may include analyzing and organizing your financials, optimizing existing systems, and addressing any urgent issues. The goal is to start from a clean, accurate foundation.
Ongoing Work
After the initial setup and clean-up, we shift into regular, proactive support. This includes consistent reporting, reconciliations, updates, and strategic guidance. We ensure everything runs smoothly month after month, giving you clarity and peace of mind.
Ready to Gain Financial Clarity?
Stop letting complex numbers slow you down. Partner with P&O Financial Services and get the expert support you need to simplify, grow, and move forward with confidence.
