Who We Are

About Phoenix Rising Financial Services

We're Your Go-To Source!

Phoenix Rising Financial Services is a financial services company that specializes in small business tax preparation and filing, bookkeeping, payroll, annuities, employee benefits, and more. Our team has a passion for helping small businesses thrive, from brainstorming business ideas with clients and helping them develop a strategy to providing professional financial services so they can focus solely on growing their business. For us, small business accounting services are about more than just tax return filing and small business accounting — it is an opportunity for us to help small business owners become successful in their field without the added stress of finances. As business consultants and tax accountants, we understand better than anyone how daunting it can be to start a business, especially with all the different financial aspects involved, so our goal is to make the process much easier for you.

Part of what makes our financial services different from those of other business accounting firms in the area is that to us, you are a name, a face, and a passion, not just another number. Whether you are inheriting a family business or are building your own from scratch, we’re here to help in any way we can so that you can focus on turning your passion into a revenue stream. Trust us, you’ll be glad you had a business consultant to help turn your dreams into a reality, rather than going it alone and falling victim to the many pitfalls of small business startups. That being said, here are some of the financial services we offer to business owners in and around Morgan County!

Small Business Financial Services

See What We Can Do For You!

As the Top Rated Local® financial services company that is owned and operated by women, we are proud of the services we are able to provide for small business owners in the area. These include:

  • Business Tax Accounting
    • Tax Preparation
    • Tax Return Filing
    • Tax Audit Assistance & Letters From IRS
  • Bookkeeping
    • Financial Record Keeping
    • Financial Report Preparation
    • Maintaining Subsidiary Accounts
  • Payroll
    • W-2, W-4 & I-9 Tax Forms
    • Direct Deposit Accounts
    • Managing Employee Pay (Bonuses & Days Off)
  • Annuities
    • Supplementing 401(k)s & IRAs
  • Business Consultation
    • Help Starting A Business
    • Business Reconstruction
  • Employee Benefits & Insurance
    • Health Insurance
    • Life Insurance
    • Medicare Supplements

If you are interested in learning more about our financial services for small businesses, contact Phoenix Rising Financial Services in Berkeley Springs, WV, today! Our financial advisers and tax accountants would be more than happy to provide you with a consultation.


What People Say About Us

Lisa Stine, owner, does a great job. She is efficient, knowledgeable, and a breeze to work with. Their fees are extremely competitive too. She continues to help us with the business taxes as well as our personal taxes. I highly recommend using Phoenix Rising Financial Services for all your business and tax needs.

Barb Wolfe

Awesome group of women. All very knowledgeable and fun to work with.

Chris B. Haldeman

Highly recommend Phoenix Rising Financial Services. Everyone there is extremely nice and very knowledgeable. Very pleased and will use their services again.

Susie Michael Piccione

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