Your helping hand with small business and personal financial matters

Positive Financial Solutions, LLC partners with your financial professionals and provides bookkeeping, accounting, advisory solutions, and QuickBooks consulting for small business and personal financial matters.

Life can be hectic, and we get that. Our goal is to take the worry out of the financial unknown by organizing and keeping your financial records in order to put your mind at ease.

Our Services

A Financial Partner You Can Trust

We believe that daily money management is the key to financial peace of mind. Daily Money Managers (DMMs) provide customized assistance to clients who have time limitations or difficulty managing their personal or business monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial records to assisting with bill paying and keeping bank and credit card accounts reconciled.

How We Help

Partners with

We partner well with your other professional partners…

Financial Professionals

  • CPA: Certified Public Accountants
  • CFP:Certified Financial Planners
  • EA: Enrolled Agents
  • Trust and Estate Planning Attorney

Residential Professionals

  • NAPO: National Association of Productivity and Organizing Professionals
  • Home Organization
  • Insurance Agents

Our Process

Whether you’re working with us in Personal Solutions or Small Business Solutions, our process is what sets us apart. We listen, strategize, and implement solutions so that you can have worry-free financial outcomes.

Associated With:

  • AADMM Logo
  • AHCC Logo
  • Illinois Continuity of Care Logo
  • Mount Prospect Chamber of Commerce Logo
  • SBA Logo
  • CSA Logo

Certifications:

  • AADMM Logo
  • Quickbooks Certifies ProAdvisor Logo
  • CSA Logo
  • QuickBooks Desktop

Worry-Free Money Management Solutions Personalized to You

Get in touch with us today for a free consultation on how we can work together.