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Client Portal (970) 328-0354 55 Gamble Street, Unit A, PO Box 5907, Eagle, CO 81631

Our highly skilled team will work closely with you to develop a strategic plan with tactics for maximizing the growth, profitability and efficiency of your business or nonprofit.

Who We Serve


We support you in all aspects of your business. We will work closely with you to develop a strategic plan for maximizing the growth, profitability and efficiency of your business.

Entity selection

Financial Forecasting

Cash Flow & Budgeting Analysis

Start-up Company Planning

Management and control systems review

Strategic planning

Nonprofit Foundations

We will help you enhance your operations and ease administrative staff burden with optional services catered to what you need.

Enable staff to focus on core business functions – helping the community!

Assure segregation of duties, compliance controls and best practices

Analyze data and trends rather than perform manual data entry

Our Services

Business Advisory Services

From the analysis we do, we are in a unique position as your accounting firm to recognize areas where your business can improve. We look at the numbers, but also beneath them. With our 12+ years of experience as business accountants and controllers, we can spot problem areas and process improvements. We can even help you navigate cash flow issues.

Questions we can help you answer as your CPA or controller might be:

Am I paying my bills too early or late?

Should I apply for a line of credit?

How do I minimize my taxes?

Should I lease or buy?

How can I improve my company’s cash flow?

Where can I improve the financial efficiency of my company?

What are the tax ramifications of this decision?

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Accounting Services

When it comes to critical business decisions, the numbers are only part of the equation. Business owners and start-ups to successful partnerships and busy nonprofit foundations — rely on QuickBooks by Intuit for their accounting needs. Working with Vail Financial Services you can finally take your hands off the books and turn the process over to an experienced accounting professional who utilizes the software you know and trust.

We begin by having you define your immediate needs and we assess how outsourced accounting can be integrated and then design our services to cater to your needs. The process is simple, convenient, and stress-free. And because our accounting practice is passionate about making a difference, clients benefit by getting personalized, quality service.

We furnish financial statements, prepare tax returns, and supply valuable financial and tax advice throughout the year. All activity is completed online—so communication and document exchange are in real-time.

accounting services

Accounting services include:

Bookkeeping entry (payroll, accounts payable, accounts receivable)

Financial Statement Preparation

Tax Preparation

Tax Planning

Budgeting and Cash Flow Planning

Tax Planning and Preparation

Vail Financial Services emphasizes on permanent tax reduction and dynastic wealth building. Our goal is to help you pay less in taxes!

We work with you throughout the year to develop a customized plan with tax-saving strategies that are personalized to your unique situation to keep you on a healthy financial path.

Our service and knowledgeable advice will allow you to focus on reaching your full potential.

We also offer a digital presence – from offering a client portal for us to gather your tax documents to filing your return electronically.

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Vail Financial Services Is Here For You

Schedule an appointment with us today. We look forward to making your work life simpler and more productive.

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