Personalized Service
Tailored to you, not a one-size-fits-all package.
Serving clients since 1990
Petfield & Associates — Your Trusted Partner for Accounting, Bookkeeping, and Family Office Services
Personalized financial support for businesses, families, and individuals — from day-to-day Accounting and Bookkeeping to Family Office Services for your household.
Why Petfield & Associates
Complete financial solutions, built around your needs
Petfield & Associates is built on three core services: Accounting, Bookkeeping, and Family Office Services — complete financial solutions for businesses of every size, and personalized bill paying and budgeting support for individuals and families.
One-Stop Financial Support
From daily Bookkeeping and Accounting to Family Office Services and everything in between.
Experience You Can Trust
Decades of hands-on Accounting expertise.
Affordable & Flexible Solutions
Service packages built around your budget.
Our Services
One firm for the whole picture
From financial statement preparation and payroll to tax return filing, Bill Paying, and Budgeting, we provide true one-stop service built around your needs.
Accounting
Financial statements, payroll, tax returns, and CFO-level guidance that give you the full picture of your business.
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Bookkeeping
Clean, current books — from bill paying and bank reconciliations to a full outsourced bookkeeping department.
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Family Office Services
Day-to-day personal finance handled all year long, with the same care we bring to our business clients.
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Bill Paying
We receive, verify, and schedule your bills so nothing is late — and you keep full visibility and control.
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Budgeting
A budget built around how you actually earn and spend, tracked with you month after month.
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Investment Tracking
Securities, partnerships, and private equity organized and reconciled so your cost basis stays accurate.
Learn moreWhether you’re launching a new business, managing a growing company, or simply want a trusted hand with your household finances, our experienced team delivers accurate, reliable, and personalized support every step of the way.
Let us simplify your finances.
Call today to schedule a relaxed, no-obligation consultation built around your needs — whether that's a business, a family, or an individual.