How We Work

Full Service. Full Attention.

In business, there is no one-size-fits-all approach to accounting. So we don’t treat your financials that way. When joining the Daffin Financial family of clients, you’ll receive an in-depth business analysis that informs a customized blend of services unique to your organizational goals and financial needs. Clients have the freedom to select a custom package with a fixed monthly fee that best fits their needs and budget.

Our role is to position you and your company for the next level of success, both personally and in your business. Tell us where you want to go, and we’ll show you the financial path to get there.

Individual Support

Take confidence that you are known by your accounting team: we take the time to understand your business so we can provide informed, personable, and proactive communication and service.

Specialized Service

We don’t shy away from complicated financial situations. We’ll put our creativity to work to solve difficult problems and think outside the box. Our anticipatory planning prevents problems before they arise.

Peace of Mind

Our clients trust us. We’ve earned that trust by creating order out of chaos, explaining their numbers in a simple way, guiding their financial decisions with data and personal attention, and working tirelessly to ease the burden of business ownership.

No Surprises

Forget hidden fees and fine print caveats. Daffin Financial clients select their own custom package with a fixed monthly fee structure so there are no surprise accounting charges that throw off the budget. We keep it simple.

Accounting

  • Startup Accounting
  • Bookkeeping
  • Expense Management
  • Month End Close
  • Financial Statements
  • Accounts Receivable
  • Accounts Payable
  • Payroll

Financial Planning & Analysis

  • Management Reports
  • Annual Budget
  • Rolling Forecast
  • 3 Year Forecast
  • Cash Flow Planning
  • Scenario Analysis
  • Company Wide KPIs
  • Workforce Planning
  • Reporting Dashboards
  • Variance Analysis
  • Custom Reporting

Tax

  • Tax Returns
  • Information Returns
  • Tax Planning
  • Audit Defense
  • Estimated Taxes
  • Amended Returns
  • Sales Tax Returns
  • Sales Tax Compliance
  • Sales Tax Calculation
  • Use Tax Calculation
  • Exemption Certificates

Let Us Help:

TESTIMONIALS

Customer Stories

I used Grant & his team for a number of years when I owned my own marketing agency to manage bookkeeping and file both my business & personal taxes. Grant is extremely knowledgable, helpful, and responsive—and would walk me through confusing tax things in an easy-to-understand way. To top it all off, Grant really cared about the well-being of my business, and maintained a trusting & warm relationship with me & my business partner during our time together. I highly recommend Daffin Financial for all your tax & accounting needs!

Katerina Jeng

Grant and his team are thorough, thoughtful, and supportive partners. At every turn they show up prepared and proactive. Grant is highly relationship-centered and I look forward to every meeting. Would highly recommend!

Samuel Adiv