Our Services
At Olive Branch Financial Services, we offer a comprehensive range of financial and administrative
solutions designed to help individuals, small businesses, and restaurants thrive.
Whether you need expert bookkeeping, tax preparation, payroll processing, or business formation,
we have the tailored services to meet your unique needs with transparency, reliability,
and professionalism.
Explore our services below
to find the right solution for you!
What Makes Us Different
At Olive Branch Financial Services, we stand out through our commitment to personalized service and a client-first approach.
Here’s what sets us apart:
Tailored Solutions: We understand that every client’s financial situation is unique, and we customize our services to fit your specific needs, whether you’re an individual, a small business, or a restaurant.
Transparent Pricing: With clear, upfront pricing and no hidden fees, you always know exactly what you're paying for. We believe in building trust through transparency.
Local and Accessible: Based in Saugus, MA, we offer a personalized, hands-on approach that larger firms often lack, but also provide remote services to clients across the U.S., ensuring you have access to our expertise no matter where you are.
Dedication to Excellence: We don’t just offer services, we offer peace of mind. Every service we provide, from bookkeeping to tax preparation, is held to the highest standards of accuracy and professionalism.
Personal Connection: Founder Yoscairy Raymond is committed to forming genuine relationships with each client, providing expert advice, and going the extra mile to help you achieve your financial goals.
Bookkeeping Services
Keep your finances in order with our reliable monthly bookkeeping services. We handle everything from income and expense tracking to account reconciliation and financial reporting, giving you a clear picture of your business’s financial health and freeing you up to focus on growth.
Frequently Asked Questions
Q:
What does your monthly bookkeeping service include?
Our bookkeeping service includes income and expense tracking, bank and credit card reconciliations, and financial reporting (e.g., profit and loss statements and balance sheets) to give you a clear picture of your business's financial health.
Q:
Do you offer quarterly or annual bookkeeping options instead of monthly?
Yes, we can customize our bookkeeping services to fit your needs. Whether you prefer quarterly or annual bookkeeping, we can discuss the best solution for your business.
Tax Preparation (Individual & Corporate)
We offer comprehensive tax preparation services for both individuals and businesses. Our experts ensure that you stay compliant with tax laws while maximizing your deductions. We handle all types of tax returns, including complex corporate filings.
Frequently Asked Questions
Q:
Do you handle both state and federal tax preparation?
Yes, we handle both state and federal tax preparation for individuals and businesses to ensure full compliance and help you take advantage of all eligible deductions.
Q:
What do I need to provide for tax preparation?
For individuals, you’ll need to provide W-2s, 1099s, and any other relevant income documents. For businesses, you will need financial statements, expense records, and other applicable documents. We’ll give you a full list once you get started.
Payroll Services
Simplify payroll management with our weekly payroll processing services. We handle everything from calculating employee wages to processing taxes, so you can ensure your employees are paid accurately and on time, while staying fully compliant with payroll regulations.
Frequently Asked Questions
Q:
What’s included in your weekly payroll processing service?
Our payroll service includes calculating employee wages, processing tax withholdings, and generating direct deposits or paychecks. We also handle tax filings and provide year-end reports for tax preparation.
Q:
Do you handle payroll for businesses with independent contractors?
Yes, we can process payroll for both employees and independent contractors, ensuring that all tax filings and payments are correctly handled for both.
Administrative Support Packages
Simplify payroll management with our weekly payroll processing services. We handle everything from calculating employee wages to processing taxes, so you can ensure your employees are paid accurately and on time, while staying fully compliant with payroll regulations.
Administrative Support Packages
We offer customized administrative support for small businesses and restaurants, helping you with day-to-day operations and administrative tasks. Whether you need basic assistance or full executive-level support, our packages are designed to keep your business running smoothly.
Frequently Asked Questions
Q:
What types of tasks are included in the Basic Administrative Package?
The Basic Administrative Package includes essential tasks such as managing emails, scheduling, basic bookkeeping support, and document organization to help keep your business running smoothly.
Q:
Can I customize the services included in the administrative packages for my restaurant?
Yes, our administrative packages can be tailored to meet the specific needs of your restaurant. We’ll work with you to ensure that the services provided align with your operations.
Business Formation
Starting a new business? We provide expert guidance through the entire process, ensuring that your business is set up correctly from the start. Our business formation service includes everything from filing the necessary paperwork to advising on the best structure for your new venture.
Frequently Asked Questions
Q:
What is included in your business formation service?
Our business formation service includes filing the necessary paperwork with your state, helping you decide on the best legal structure (e.g., LLC, S-corp), and ensuring compliance with all local and federal regulations.
Q:
Can you help with state-specific business formation requirements?
Yes, we work with you to ensure all state-specific requirements are met, including filing fees and necessary permits, to get your business legally established.
Audits
Our audit services ensure that your financial records are properly prepared and organized in the event of an audit. We provide representation and work to resolve any issues.
Audits
Our audit services ensure that your financial records are properly prepared and organized in the event of an audit. We provide representation and work to resolve any issues.
Frequently Asked Questions
Q:
What kind of support do you provide during an audit?
We help you gather and organize the necessary financial records, represent you during the audit process, and work with the auditor to resolve any issues or discrepancies that arise.
Q:
Can you help me prepare for an audit even if I haven't been audited yet?
Yes, we offer proactive audit preparation services to ensure your financial records are organized and compliant before any audit occurs, giving you peace of mind.
Notary Public Services
We provide professional notary services to ensure your important documents are legally certified and processed. Whether it’s for business or personal needs, our notary public services are fast, reliable, and affordable.
Frequently Asked Questions
Q:
What types of documents can you notarize?
We can notarize a wide range of documents, including contracts, affidavits, power of attorney forms, and legal agreements. If you have a specific document, just reach out to confirm if we can notarize it.
Q:
Do I need to make an appointment for notary services?
While walk-ins are welcome, we recommend scheduling an appointment to ensure availability and reduce waiting times. You can contact us to set up a convenient time for your notary needs.
Business Coaching
Need expert advice on growing or managing your business? Our business coaching services provide you with one-on-one guidance tailored to your specific needs, helping you improve operations, grow revenue, and navigate the challenges of entrepreneurship.
Business Coaching
Need expert advice on growing or managing your business? Our business coaching services provide you with one-on-one guidance tailored to your specific needs, helping you improve operations, grow revenue, and navigate the challenges of entrepreneurship.
Frequently Asked Questions
Q:
What can I expect from your business coaching sessions?
Our business coaching sessions are designed to address your specific challenges and goals. We provide personalized advice on areas like business operations, growth strategies, and financial management to help you succeed.
Q:
How many coaching sessions will I need to see results?
The number of sessions depends on your goals and the complexity of your business needs. Some clients see results after just a few sessions, while others prefer ongoing coaching for continuous support and improvement.
Get in touch with us
We're here to help you navigate your financial journey with ease and confidence. Whether you need assistance with bookkeeping, tax preparation, business formation, or any of our other services, our dedicated team is ready to provide personalized support tailored to your needs.
Reach out today to discuss how Olive Branch Financial Services can help you achieve your financial goals.
(781) 205-0905
480 Lincoln Ave
- Monday - Friday, 8:00 am - 5:00 pm
Send us a message
At Olive Branch Financial Services Inc., we specialize in providing comprehensive financial services designed to help businesses and individuals thrive. Our expertise spans accounting, tax preparation, financial planning, bookkeeping, and business setup, making us a one-stop solution for all your financial needs.
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(781) 506-1645
(617) 461-1545 (WhatsApp Only)
480 Lincoln Ave
- Monday - Friday, 8:00 am - 5:00 pm
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