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Empowering Dreams Through Financial Insight

Welcome to Bohn Financial Group, where we empower dreams through insightful financial solutions.

Our Services

Personalized solutions that cater to your unique business needs and goals.

Client-Centric Services

Personalized solutions that cater to your unique business needs and goals.

Expertise & Trust

Dynamic expertise combined with a client-centric approach to ensure your financial success.

Distinctive Approach

Our distinctive approach to financial management sets us apart, ensuring your financial well-being.

Where Business Ambition
Meets Financial Expertise

At Bohn Financial Group, we understand that business owners have a vision—one that requires structure, financial clarity, and strategic support to truly thrive. That’s where we come in.

We specialize in simplified bookkeeping, streamlined SOP implementation, and forward-thinking business optimization, all designed specifically for service-based businesses looking to scale efficiently, stay compliant, and achieve financial clarity.

We know that behind every thriving business is a well-organized financial system. Whether you’re navigating growth, handling overdue books, or improving workflow efficiencies, we help you create a structured financial foundation that supports long-term success.

A Financial Partner You Can Rely On

Our boutique, detail-oriented approach ensures that small to medium-sized businesses don’t just survive—but flourish. With customized financial solutions tailored to your unique business model, we provide comprehensive solutions. 

Our Services: Tailor-Made Services For Your Business

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Comprehensive Bookkeeping

Accurate, up-to-date financials so you can make informed decisions.

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SOP Implementation & Process Optimization

Clear, standardized workflows to eliminate inefficiencies and reduce errors.

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Financial Statement Cleanup & Catch-up Bookkeeping

Bringing order to disorganized or outdated financial records.

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Platform Migration to Quickbooks Online

A seamless transition to a modern, cloud-based accounting system for better efficiency.

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Tax Compliance & Cash Flow Management

Stay ahead of deadlines, reduce liabilities, and ensure steady financial health.

Client Testimonials

Elizabeth F.- Manager

Solid Books

I am so thankful to have had Bohn Financial Group in my corner as they helped my small business to create a solid bookkeeping foundation. Without Roxxi and her team, we wouldn’t be where we are today. I strongly recommend working with this group, whether you are looking to start fresh, clean up practices, or looking to grow!

Sue G. - Business Owner

Time Saver

Roxxi and the team truly love helping businesses owners focus on what will move their business forward. By sharing their knowledge and managing the financials and bookkeeping for the business owner, her team makes businesses smarter and creates time to run the business more efficiently. They are responsive, helpful, and a great resource for those who want an expert to manage the financial side of the business. I highly recommend!

Charles F. - Business Owner

Financial Security

We had the pleasure of working with Roxxi and her team. They were very knowledgeable, proficient, and extremely engaged. They truly took my business to the next level and provided me with financial security!

Meet with us Today

Start Your Financial Journey Now

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Get in Touch

Reach out to us for personalized financial solutions.

Contact us

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