Three paths.
One goal:
your financial clarity.
Not every entrepreneur needs the same level of support — and that’s okay.
At Secured Financials, we meet you where you are with services designed for every stage of your business journey.
Whether you want our experts to handle everything, collaborate side-by-side, or learn to manage it yourself — we’ll help you choose the path that fits your goals, your systems, and your season.
Our Expertise, Simplified
We believe in meeting you where you are — whether that means managing your finances for you, partnering through strategy, or teaching you how to master them yourself. Explore our service paths below to discover which one fits your business best.
Done For You (DFY)
Perfect for busy entrepreneurs who want peace of mind knowing everything behind the scenes is handled with precision and care. Our team manages your financial systems end-to-end, so you can focus on running your business — not running your books.
Services Include:
Bookkeeping & Financial Management
Monthly reconciliations, reporting, and tax-ready books.
Tax Preparation & Strategic Planning
Annual and quarterly filing, entity structuring, and compliance.
Payroll Setup & Management
Full-service payroll for small teams (up to 10 employees).
Ideal For: Entrepreneurs ready to maximize deductions and reduce stress.
Done With You (DWY)
You’re hands-on, but you want expert guidance, structure, and accountability. This hybrid approach blends our expertise with your involvement — teaching you how to run your business more efficiently while keeping you supported every step of the way.
Services Include:
Advisory Packages
Financial planning, tax forecasting, and business growth strategy.
QuickBooks Training (3-Session Program)
Learn how to manage your books correctly with hands-on support
Business Credit Development
Build funding readiness and strong business credit profiles.
Ideal For:
Business owners who want to understand their numbers, collaborate with experts, and make confident financial decisions in real time.
Do It Yourself (DIY)
For entrepreneurs who prefer self-paced learning, The Secured Academy provides everything you need to confidently manage your finances. Learn on your schedule with masterclasses, toolkits, and resources created by our team of financial experts.
Services & Products Include:
The Secured Academy Masterclasses
Live & on-demand workshops on bookkeeping, tax strategy, and profit planning.
Digital Products & Templates
Tools like our Tax Organizer, Financial Tracker, and CEO Toolkit Bundle.
Self-Guided Resources
Downloadable checklists, budget templates, and learning guides.
Ideal For:
Independent business owners who want clarity, structure, and confidence — without full-service support.
The Secured Approach
How We Work With You
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Tell us your goals and challenges.
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We’ll match you with the right services.
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Work directly with your expert.
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See your business numbers finally make sense.
Ready to Simplify Your Finances?
Schedule a consultation today to see how we can elevate your financial management.