Frequently Asked Questions

Valley FinServ is passionate about entrepreneurship and believes that small and medium sized businesses (SMBs) are the lifeblood of the economy. Unfortunately, many SMBs with great ideas and products fail because they lack financial expertise. Valley was created to solve this problem and help SMBs operate efficiently and grow by being their financial expert. 

Valley FinServ stands out because of our service, experience, and expertise. Valley FinServ exceeds clients' expectations with exceptional client service. Partners have 30+ years of combined experience providing accounting and financial service to companies with revenues from $1M to $575B. Valley has expertise in multiple industries (technology, media, telecommunication, distribution, food services, and financial services) and with for-profit, non-profit, and government entities. Partners are certified accountants (CPA and CMA) and have expertise in strategic and competitive analysis, and business administration. 

Valley FinServ's offerings include: strategic financial services, controller services and advisory services.

As soon as you start thinking about your business, a financial expert becomes key to taking the best next steps. We can discuss your business' organization, business plan, along with target pricing and profit margins. 

Get some impartial advice from a financial expert before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!

Do they return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right firm, the answers should be a resounding "Yes!"