Who We Are

Founded in 2020, Folio Financials was created to offer more than just number crunching. We saw a need for financial services that felt human — not transactional. Our team of certified public accountants, enrolled agents, and business advisors brings together decades of collective experience in tax planning, financial reporting, payroll, and business consulting.

We serve a wide range of industries, including real estate, healthcare, retail, and professional services. Whether you’re launching a startup, managing a growing company, or simply looking for reliable tax help, we tailor our expertise to meet your unique goals.

Team Huddle

Our Mission

Clarity. Relief. Strategy. Growth. Trust.

We strive to deliver:

  • Accurate and timely reporting

  • Proactive tax strategies

  • Reliable business insights

  • Personalized service built on trust

Trusted by the world’s fastest growing companies:
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Our Values.

Integrity, transparency, and personalized service guide everything we do.

Customer first

Listen. Support. Deliver.

Passion

Driven. Dedicated. Inspired.

Integrity

Honest. Ethical. Reliable.

Excellence

Precise. Professional. Consistent.

Get a personal consultation.

We will take care of your accounting and administrative services.