Strengthen Your Business with Expert Financial Solutions and Support

Schedule a Discovery Call

Our services

At Joystone Financial, we specialize in delivering tailored accounting services for self-employed individuals and small businesses to meet the unique needs of your business.

Catch-up & Clean-up

Bring your financial records up-to-date and accurate.

Expense Management

Streamline and optimize your business expenditures.

Financial Reporting

Accurate and insightful reporting to inform your strategic direction.

Additional reporting available including Property and Cash Management reporting.

Budgeting & Forecasting

KPI Analysis

Precise budgeting & forecasting for your future planning as well as in-depth analysis of key performance indicators to drive performance improvement.

AP/AR Management

Check Cutting

1099 Tracking

Effective Management of your AP/AR to maintain healthy cash flow.

Reliable check processing and compliance with 1099 reporting requirements.

Work with Us

Let's talk about what is going on in your business and what can be done to take it where you want it to be.

Our team

Our commitment to excellence and personalized service ensures that you have the financial insights and support you need to thrive.

Kathy Sorenson

Owner

Finances and music have always been passions of mine. After completing my accounting degree and music studies in college, I started my career public accounting. I then moved on throughout my career to work in numerous financial roles in companies both large and small.

 

Through my experiences working in this industry, I’ve learned even the most talented business owners need a lot of help on the accounting. They are so busy focusing on their craft, that they fail to maintain proper books. This ends up costing them so much in the long run. Not only do their tax preparation costs increase, but more importantly they’re not able to make the best decisions throughout the year because they don't know their current financials.

We are excited to work with individuals and business owners to get on track or start on the right foots as it relates to your books.

 

About us

We are excited to bring over 20 years of financial experience to your small or home-based business by offering you the help you need to focus on the aspects of your business that you enjoy while delegating your challenging and cumbersome accounting tasks with confidence and certainty.

Contact Us

Partner with Joystone Financial for a seamless and efficient financial experience.  Complete this form is you have are not quite ready to schedule a call but have some questions. 

Name *
Email *
Phone *
Address
Message *