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. Paige Financial Services 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.