Holley Financial Services, LLC

Serving the Central Florida Area     (352) 460-2319

LICENSED & INSURED

Handling all of your Personal and Small Business money matters

accounting

Personal
Services

  • Bill Payment
  • Deposits Made
  • Bank Account Reconciliation
  • Credit Card Reconciliation
    and Pay Off
  • Forms/Correspondence Replied
  • Budgeting
  • Personal income taxes
  • Quicken Software

Small Business
Services

  • Accounts Receivables
  • Accounts Payable
  • Bank Account Reconciliation
  • Budgeting
  • PPP Loan Forgiveness Application
  • Payroll
  • Profit & Loss Reports
  • QuickBooks
  • Sales & Use tax filing

Catering to Small business owners, Busy Professionals, Seniors, Adult Children, Alzheimer Sufferers and Divorced or
Recently Separated Individuals

Terri Holley Financial Services, LLC

Terri L. Holley
CPA, CDMM®

CERTIFIED PUBLIC ACCOUNTANT
CERTIFIED DAILY MONEY MANAGER®

Terri has been working in the money management business for over 25 years. She has worked in both private and public accounting for individuals and small business owners.

She excels at client relationships and personal service. Whether it is on-site or remote access Holley Financial Services can take over your daily money matters and find solutions that work for you and help put your mind at ease.

Services include home and small business budgeting, bill paying, credit card analysis and pay-off plan, managing and reconciling cash accounts, investments and other financial responsibilities.

Terri holds a Master’s Degree in Accounting from Florida Southern College in Lakeland, FL, and is a Florida licensed Certified Public Accountant, and a Certified QuickBooks ProAdvisor. She is a member of the American Association of Daily Money Managers, a Financial Coach with Connect Financial Ministries, and a member of First Baptist Church Polk City, Florida.

Testimonial:

I am so glad Terri Holley comes and takes care of my personal finances. I have worked with Terri Holley for years and have found her honest, trustworthy, and very dependable. She makes my life so much easier.

— H.D. Williams, Sr.

Contact:

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Holley Financial Services is proud to offer its services to
people in Orlando, Tampa, Lakeland, Winter Haven,
Auburndale, Bartow, Polk City, and Surrounding Communities.