Success Stories

At Baldwin Financial Services, we do our best to give clients a top-notch experience that helps them on their journey to growing a thriving business. It is important that clients trust and rely on us to handle their business accounts with professionalism, confidence, attention to detail, and in a customized manner. We pride ourselves on providing value to clients that they can depend on throughout the working relationship and beyond. 

TAX SERVICES

“When I met Mrs. Mercer,  I knew she was the accountant for me. Mrs. Mercer educated me on taxes, ROI, and other financial obligations that were important for the success of my business. Not only was she highly educated and knowledgeable, her energy and genuine spirit won me from the start! She is knowledgeable about my industry and I know that she genuinely wants to see me win. As a minority-owned entrepreneur, it was important for me to have an accountant that understood where I come from and where I would like to be. I’m grateful I have BFS as that support system. I see a continuation of growth with BFS on my team! BFS is the next level for any business!”

SMALL BUSINESS GRANT & LOAN APPLICATION ASSISTANCE

“I connected with BFS before 2020 COVID-19 pandemic. During our initial 6 planning phase, COVID-19 intimidated most small businesses & I was no different. With no clue of the damage COVID-19 would have on my business, I was in a place of worry & confusion. BFS stepped in immediately and assured me they would be by my side through it all. Mrs. Mercer explained the options I would have and how to maintain financial control in the COVID-19 crisis. She quickly prepared me for this turn of events and kept me calm during the process. BFS provided me with all the necessary tools to survive and thrive during the changes. My business never halted! It continued to grow and manifest all good things because of the support I received from BFS.”

BUSINESS CONSULTING

“Baldwin Financial Services has made a positive impact on the new way I feel about my small business. What surprised me the most is that the company assisted me with various questions I had that weren’t always “financial” questions. I believe it is  because the company truly wants to be an asset to my brand. The information and assistance I have received has taught me to start with making “Core” decisions that impact my business, which will only make every other decision easy. This company has taught me that no company is too small and they consulted with me about my bottom line, expenses, client retention, forecasting, etc. These were all things that I didn’t keep track of and learning more about these things makes my business run smoother and helps me to be more successful. This company’s vision and service tailored to assist and help you build YOUR brand.”

BOOKKEEPING, FINANCIAL STATEMENTS, BUDGETS, & FORECASTS

“Working with BFS has massively changed the direction of my business. The integration of systems BFS implemented made it effortless to balance my business & personal life. Mrs. Mercer’s down-to-earth approach made me comfortable sharing the highs & lows of my financial history. I’m a better entrepreneur because of BFS and the education I receive continues to support the expansion of my small business.”

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Baldwin Financial Services? 

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