About

Jeff Berthelsen, Founder

Welcome! My name is Jeff, the founder of Paige Financial Services (PFS). Tax season can cause people stress. We can change that! Our slogan at PFS is: “The Three P’s”: Plan, Prepare, and make Progress. Building a strong foundation for your business is vital to success. That’s why tax planning is part of our service offering. It’s not just about filing your tax return on time- it’s about that return being correct, avoiding tax penalties, and taking advantage of all tax savings. Why? So your business can continue to grow and be set up for the best financial progress possible. Our services will enable you to look forward to the upcoming tax deadlines with confidence that you will be covered each step of the way. 

Why work with us?

When we onboard new clients, a common theme we hear is that they were not receiving the attention they needed from their former tax preparer. Paige Financial Services values every client— and takes the time to listen to concerns, answer questions, learn about your business, and assemble a quality tax return.  We utilize many methods to keep in communication: phone, online-video meeting, email, text, client portals or in person.  

Our Mission

A dedicated group committed to connecting with our clients and empowering them to succeed in their business. We understand that tasks like bookkeeping, tax preparation, and maintaining a strong social media presence can be overwhelming for business owners, yet they are vital for informed decision-making. Group 1826’s team consists of experts in various bookkeeping areas such as processes/systems, administrative support, and virtual controllers. Additionally, we have established strategic partnerships with Paige Financial Services, specializing in tax-related matters, and Quattro Software, focusing on marketing, technology, and custom app integrations.
When you connect with us, we help you unplug from overwhelming tasks, so you’re free to plug into growing your business.

Company Values

Integrity

To maintain integrity in our words and actions.

Committed

To remain committed: We will remain current on emerging strategies.

Reliable

To be reliable. If we say we will do something and set a deadline.

Family

To preserve a family-like environment by developing relationships with our clients.

Compassion

To be compassionate: We put you first by actively listening to you and your needs and communicating during the time we work with you.

Serve

We are committed to providing you with the best products and services to help your business grow and succeed.

Our Tax Team

Our Bookkeeping Team

Our Admin Team

Planning + Preparation + Progress

Paige Financial takes a hands-on approach to working with our clients.
There are 3 distinct phases, and they all add value:

Phase 1: Tax Planning

Tax planning his is a vital part because by taking information about our clients, knowledge of the tax code, and using technology and hard work, Paige Financial Services produces a tax efficient plan that helps our clients pay the lowest amount of taxes possible.

Our goal in tax planning is to fight hard and within the law to reduce our clients’ tax liability and maximizing their available capital for other areas.

Phase 2: Tax Preparation

Tax preparation on its own is fairly straightforward – if you’re only putting numbers in a return – and that’s what many firms do.  But there is much more to accurate tax return preparation than putting numbers on a schedule.  Paige Financial Services does more than that though.  By partnering with our clients’ and understanding where the numbers came from, we can combine that with our tax planning phase to minimize taxable income.

We also take great care in our clients’ information.  This includes having a bank level safe portal that keeps documents and our clients’ information safe.

Phase 3: Progress

Sometimes it is hard to see the forest for the trees.  Leveraging our years and years of experience working with clients to improve their organizations, Paige Financial Services offers a suite of business advisory services, including business planning, salary audits, process documentation among others.  Our goal is to “fix what hurts” for our clients.  By giving business owners the tools to work on their business, we help them achieve progress.

Paige Financials Services delivers value to our clients via our business advisory services, allowing them to achieve their goals, and ultimately gives them a clear competitive advantage over their competition.

Our Experience / Expertise

Bookkeeping 24 years
Payroll & HR 7 years
QuickBooks 7 years
Custom Programming 16 years
Tax Preparation 13 years
Full Service Bookkeeping
Full Service Bookkeeping
Full Service Bookkeeping