Business Details
19 Years
experience
Trusted Bookkeeping & Financial Services in Castle Rock, CO
Epiphany Financial Services has been dedicated to empowering small- and medium-sized businesses since its founding in 2007. Our team specializes in bookkeeping, financial reporting, and customized accounting solutions designed to streamline operations and reduce administrative burdens. With over 15 years of experience in financial services, including expertise as Certified QuickBooks ProAdvisors since 2007, we bring proven proficiency in managing complex financial systems. Our approach prioritizes personalized service, working collaboratively with clients to create tailored solutions that enhance efficiency and decision-making.We demonstrate authority through our deep industry knowledge, evidenced by our extensive network of professional referrals and IRS E-File Tax Preparer certification. Our commitment to reliability is reflected in our flexible service models, transparent communication, and track record of helping businesses optimize their financial processes while maintaining strict compliance standards.
Services
Bookkeeping Services
Financial Reporting
Budget Projections
QuickBooks Setup
Administrative Support
Tax Preparation
Accounts Payable/Receivable
Sales Tax Filing
Software Training
Business Referrals
Details
- Year established: 2007
Highlights and features
- We offer 15+ years of specialized bookkeeping expertise since 2007
- Our team holds Certified QuickBooks ProAdvisor credentials
- We provide customized financial reporting tailored to business needs
- Our flexible service models adapt to hourly, weekly, or monthly requirements
- We maintain direct collaboration with CPAs and financial professionals
Associations and certifications
- QuickBooks ProAdvisor
- IRS E-File Tax Preparer
Services
Bookkeeping Services
Our comprehensive bookkeeping services manage daily financial transactions including invoicing, accounts payable/receivable, and bank reconciliations. We ensure accurate record-keeping for businesses to maintain financial clarity and compliance. Our expertise streamlines operations while reducing administrative burdens for business owners.
Financial Reporting
Customized financial reporting provides actionable insights through balance sheets, income statements, and cash flow analyses. Our reports help businesses track performance metrics and make informed strategic decisions. With 15 years of experience, we deliver clear financial visibility tailored to specific industry requirements.
QuickBooks Setup
Certified QuickBooks ProAdvisors configure accounting software systems and train staff on efficient usage. We optimize software functionality for business-specific workflows while ensuring data accuracy. Our implementation services include chart of accounts setup and process automation to maximize financial management capabilities.
Budget Projections
Using advanced Excel modeling, we create detailed budget forecasts and cash flow projections. Our analysis identifies financial trends and growth opportunities while mitigating risks. Businesses gain strategic planning tools to support long-term financial stability and operational decision-making.
Administrative Support
We streamline business operations through document organization, workflow analysis, and procedural improvements. Our support services enhance efficiency while reducing time spent on non-core activities. Customized solutions address specific organizational challenges to improve overall productivity.
People
Denise
Founder & Lead Accountant
Summa Cum Laude graduate from University of Denver with finance degree. 15+ years in banking, mortgages, and financial planning. Certified QuickBooks ProAdvisor since 2007 with IRS E-File Tax Preparer certification. Specializes in small business financial solutions.
Questions
What accounting services do you offer?
We provide bookkeeping, financial reporting, budget projections, QuickBooks setup, tax preparation, and administrative support tailored to small- and medium-sized businesses.
Do you work with businesses outside Denver?
While based in Castle Rock, we primarily serve the greater Denver metropolitan area with flexible on-site and remote service options.
How does your QuickBooks expertise benefit clients?
As Certified ProAdvisors since 2007, we ensure optimal software configuration, accurate financial tracking, and comprehensive staff training for maximum accounting efficiency.
Can you help with existing accounting systems?
Yes, we integrate with current processes, collaborate with CPAs, and improve financial workflows while maintaining data integrity during transitions.
What business sizes do you support?
Our services are designed for small to medium-sized businesses needing scalable financial solutions without maintaining full-time accounting staff.
How do you ensure financial accuracy?
Through daily transaction management, regular reconciliations, customized reporting, and adherence to accounting standards combined with our 15+ years of experience.
