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30 Years of Impeccable
Consulting Services for Small
to Medium Size Businesses

We provide tailored strategies
with your needs at the center

Choose your plan

We can help you choose a plan if you have any questions. Contact us at: 858-722-7908

Essential

  • Up to 4 bank / credit card accounts
  • Weekly bookkeeping
  • Dedicated bookkeeping team
  • Cash or accrual basis
  • 1 Integration

Growth

  • Up to 6 bank / credit card accounts
  • Cash or accrual basis
  • Semi-annual tax consult
  • 2 integrations

Scale

  • Up to 12 bank / credit card accounts
  • Custom chart of accounts
  • Bi-weekly calls
  • 4 Integrations

Thoughtful
Service

At Patricia Hjort Inc. dba Grace Financial & Insurance Services, helping to bring clarity for the financial decisions in your business is simply what we do. Whatever phase of business or complexities you may face, our experienced professionals are equipped to guide you. We work for you with the highest integrity and respect.

Our business was built to serve you. Our motto is, “We take care of the details, so you can take care of  business.” Collectively, we offer decades of experience. We take the time to get to know you, your business, goals and values, so that we can deliver a plan designed to propel you toward the future you’ve envisioned. Offering a breath of resources and capabilities of a large corporation, we provide the tailored, attentive service of a small firm. 

Want to work with us?

Onboarding Questionnaire

Let’s begin with a little information about you and your business to better understand your needs. Please complete the questions that apply to your business. We appreciate your help!
If you have any questions/concerns please contact us at (858)722-7908 or via email at [email protected]

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