Welcome to P&L Management Services
At P&L Management Services, we specialize in providing reliable and personalized accounting and bookkeeping solutions for individuals and small businesses. Whether you’re launching a new venture, managing day-to-day operations, or planning for long-term growth, our goal is to help you stay organized, compliant, and financially confident.
QuickBooks ProAdvisor Advanced Certified – Expert Setup & Support
We are proud to be a QuickBooks Advanced ProAdvisor, with extensive expertise in QuickBooks Online & Desktop Software and Cloud-Based Financial Tools. From setup and training, clean-up bookkeeping, to ongoing support, we help our clients get the most out of their accounting systems. We combine industry expertise with a hands-on approach to ensure your finances are managed efficiently and accurately. Our goal is to help you focus on what you do best—running your business—while we handle the numbers.
Talent Acquisition for Certified Financial Advisors
In addition to our core financial services, we also serve as an Independent Talent Acquisition Specialist, collaborating with some of the leading firms in the financial services industry. We specialize in working with Certified Financial Advisors who are looking to grow their careers or transition into retirement. We work with Certified Financial Advisors who are looking to grow their practices or transition into retirement, offering guidance and connections that support long-term success.
Explore Our Services, Software Expertise, Credentials, and More
Visit our official Intuit QuickBooks ProAdvisor page to view a full overview of our services and certifications.
Let’s Talk
Whether you’re a small business owner seeking bookkeeping support or a financial advisor exploring your next chapter, we’re here to help.
Contact Us:
P&L Management Services (757) 645-6975
patricia@plmanagementservices.com