Porter Financial Services, LLC
Tamika L. Porter, MBA
Phone: 704-931-8524
Hello and welcome to Our webpage.
Porter Financial Services, LLC
Meet your Founder
Chief Financial Strategist –Tamika L. Porter, MBA
With an MBA in Finance and a BA in Psychology, Tamika L. Porter offers a unique blend of expertise and insight. With over 25 years of experience in the corporate financial sector, she specializes in Forensic Accounting Services, Financial Management, Cost Control, and Business Growth. When she’s not immersed in numbers, Tamika enjoys spending time with her family, attending social and networking events, and taking moments to relax and appreciate the beauty of nature.
Check out the below video to see Testimonials from my clients.
know us more
Our Company
Porter Financial Services, LLC is your go-to resource for all-encompassing accounting services, financial management, and financial analysis. Our mission is to achieve excellence in financial management by deeply understanding each client’s financial mindset. We assist our clients in overseeing their financial and operational activities, minimizing risks, enhancing forecasting accuracy, and controlling costs. With our support, clients can efficiently manage their to-do lists and pave the way to financial success.
We help grow your business by leveraging a vast array of programs to optimize working capital and ensure long-term sustainability. Through our financial coaching programs, we develop a strategic game plan to help you achieve both business and personal goals with a comprehensive and solid approach. Our personalized curriculum is crafted to meet the unique needs of each client, based on a tailored needs assessment. Additionally, our financial literacy courses include coaching, financial education, seminars on successful spending habits, and training on building effective money management skills. These programs are designed to provide practical skills that enhance your overall financial management.
Porter Financial Services LLC offers a range of services including:
- Tax Preparation, Planning, and Filing
- Bookkeeping and Account Balancing
- Payroll Management
- Capital and Cash Flow Management
- Forecasting and Financial Growth Strategies
- Business Setup and Consultation
- Financial Statement Preparation
- Financial Coaching
- Financial Literacy Workshops
- Financial Systems Training
Rest assured, I’ve been in your position and have navigated the financial hurdles that come with starting a business. Allow me to help you apply those hard-earned lessons to your own business.
When and how should you start? Schedule a consultation with us as soon as possible, and we’ll create a personalized plan tailored to your needs. It’s hard to focus on the future while worrying about the past, so let us handle those concerns and start making progress today. We can connect via Zoom or by phone.
Services we offer
Tax Prep Services
Personal and Business – Whether you need help with your annual returns or require tax preparation services for your company's quarterly taxes, we provide comprehensive support to manage your IRS filings efficiently.
Financial Deep Dive
We offer a thorough analysis of your company’s financial health, delivering in-depth insights into financial performance, risk assessments, cash flow evaluation, and future projections.
Business Plan Creation
Grant & Loan Support
Let us help grow your business by guiding you through working capital options, setting financial goals, and developing accurate forecast projections.
Monthly Bookkeeping Business Consulting
In our monthly bookkeeping sessions, we assess your business needs and recommend tax-saving strategies based on your business structure. Additionally, we provide a monthly Financial Statements to identify risks, refine forecasting and budget goals, and enhance cost control.
Virtual Assistant & Admin
Virtual Assistants can free up your time, allowing you to concentrate on the crucial tasks needed to grow your business. We can help you streamline your to-do list and chart a path to future success. Our services include data entry, email and calendar management, appointment scheduling, travel arrangements, and virtual receptionist support.
Financial Literacy
We offer training, education, and practical skills to improve money management. Our personalized curriculum, tailored through a needs assessment, addresses each client's unique requirements. Building a solid foundation in financial literacy supports achieving your life goals.
Financial Coaching
Hourly Sessions
(A) Financial Independence Game Plan
(B) Deep Dive Discussion of your current budget and spending plan
(C) Debt Elimination Plan with Savings / Investment Strategies
See below for more details....
Bundle Service Packages are welcomed for clients who utilitize multiple services. Packages can be paid in full or on a monthly basis.
Road to Financial Freedom Package
- Business Structure Setup
- *Annual Tax Prep
- *Monthly Bookkeeping (4 accounts)
- Financial Statement Creation
- *Biweekly Payroll
- (1) 60 minute financial coaching session monthly
- EOY Financial Deep Dive & Tax Assessment
- (1) 15 min Check-in call per month
- Price $13,500 (*Additional fees may occur)
Financial Freedom Package Elite
- Business Structure Setup
- *Annual Tax Prep
- *Monthly Bookkeeping (6 accounts( Deep Dive
- Financial Statement Creation
- *Biweekly Payroll
- (1) 60 minute financial coaching session monthly
- EOY Financial Deep Dive & Tax Assessment
- (2) 15 min Check-in calls a month
- 5 Laws of Investing Strategies
- Email Support for most pressing questions
- Price $16,000 (*Additional fees may occur)