What We Do

At A&M Financial Services, Inc., we provide professional, personalized financial services designed to help individuals, businesses, and organizations improve efficiency, ensure compliance, and achieve sustainable success. Our team of experienced professionals brings decades of expertise in accounting, management, and regulatory guidance to every engagement.

IOLTA client trust account bookkeeping

We offer end-to-end financial management services that streamline operations and provide clear visibility into your financial performance, while ensuring accuracy, accountability, and regulatory compliance.

Services include:

• Full-cycle bookkeeping and accounting
• IOLTA client trust account bookkeeping and reconciliation
• Financial reporting and analysis
• Accounts payable and receivable management
• Payroll processing and compliance
• Budgeting and cash flow management
• Financial consulting and operational support

Our goal is to help clients maintain accuracy, transparency, and confidence in every financial transaction.

Accounting & Consulting Services

Our advisory team provides expert insights and hands-on support to help you make informed financial decisions.

We specialize in:

• Accounting process development and review
• Indirect cost proposal preparation
• Indirect rate structure design and implementation
• Financial management system consulting

Whether you’re restructuring your organization or improving efficiency, our consulting services are designed to align your financial strategy with your business objectives.

Indirect Cost Rate Review & Preparation

We specialize in Defense Contract Audit Agency (DCAA) compliance to ensure that your organization meets all federal financial management requirements.

Our compliance services include:

• Development of DCAA-compliant accounting systems
• Indirect rate structure design and maintenance
• Audit preparation and ongoing compliance monitoring
• Cost allocation and proposal review

With our expertise, you can confidently manage your government contracts and maintain compliance with all applicable standards.

Accounting Systems Implementation

Our professionals assist in selecting, implementing, and optimizing accounting software solutions tailored to your organization’s specific needs.

Key benefits include:

• Seamless QuickBooks Desktop and Online integration
• Customized system setup and configuration
• Training and support for your accounting team
• Improved reporting accuracy and operational efficiency

We help businesses transition to efficient, automated systems that enhance accuracy and save valuable time.

Tax Preparation & Advisory

Our experienced tax professionals offer comprehensive services for both individuals and businesses to minimize tax liabilities and ensure full compliance.

Services include:

• Federal and state tax preparation
• Tax planning and advisory
• Business entity selection and formation guidance
• Strategic tax-saving recommendations
• Budgeting and forecasting support

We go beyond filing — helping you make proactive decisions that strengthen your financial outlook year-round.

Why Partner with A&M Financial Services, Inc.?

Decades of Proven Experience

Trusted by individuals, businesses, and government organizations across a wide range of industries.

Tailored Financial Solutions

Every client receives personalized strategies designed to meet their specific goals and operational needs.

Compliance You Can Count On

Specialized expertise in DCAA standards, federal accounting procedures, and regulatory requirements.

Award-Winning Excellence

Recognized for leadership, accuracy, and outstanding financial management support.

Technology-Driven Efficiency

Skilled in QuickBooks Desktop and QuickBooks Online integration to streamline workflows and enhance productivity.

Let’s Talk About Your Financial Future

Whether you need expert accounting, compliance support, or tax advisory, we’re here to help.
Contact us today to schedule a consultation and discover how we can enhance your financial operations.