Complete Financials
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes a starting price
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online
2 of 5 answered from a dated source.
Documents 4 of 5 core services; publishes a starting price.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Complete Financials | home page | |
| Website | https://www.completefinancialsmb.com/ | home page | |
| Office locality | Myrtle Beach, SC | home page | |
| Phone | +18432682684 | home page | |
| Offers bookkeeping | Documented: ...restructuring, and long-term monthly support. Problems We Solve Messy or incomplete bookkeeping Books that lack consistency and accuracy, leaving business owners without a clear... | home page | |
| Monthly bookkeeping | Documented: ...are essential for tax preparation, many firms simply don’t have the capacity to handle ongoing bookkeeping or maintain clean, reliable QuickBooks files for their clients. That gap... | /about-us | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...reporting or integrations Have unique operational or structural complexity CLEANUP & CATCH-UP WORK We specialize in bookkeeping and financial reporting and work alongside your CPA... | /pricing | 5 pts (max 5) |
| Payroll coordination | Documented: ...financials INCLUDES EVERYTHING IN CORE, PLUS: Enhanced monthly financial reporting Payroll reconciliation and review Expense structure review Process improvements for cleaner... | /pricing | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...you can’t scale what you can’t measure. Once the books are in order, we provide clean financial statements to your CPA so tax preparation can happen smoothly and without... | /about-us | 6 pts (max 6) |
| Software supported | QuickBooks Online | home page | 5 pts (max 5) |
| Pricing approach published | Publishes a starting price: "Starting from $750/month" | /pricing | 6 pts (max 6) |
| What is included / excluded | Documented: ...Core Starting from $750/month For businesses that need reliable, accurate financials INCLUDES: Monthly bookkeeping and reconciliations Monthly financial statements (P&L and balance... | /pricing | 5 pts (max 5) |
| Onboarding described | Documented: ...monthly support to maintain clean, reliable books as your business grows. Learn more Our Process Discovery Call We learn about your business, challenges, and goals. 01 QuickBooks... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...need reliable, accurate financials INCLUDES: Monthly bookkeeping and reconciliations Monthly financial statements (P&L and balance sheet) Accuracy checks and issue identification... | /pricing | 4 pts (max 4) |
| Named contact / team | Anastasia Shulman, Founder | /about-us | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Complete Financials' in Myrtle Beach, SC on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Communication channel / process (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: South Carolina Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Complete Financials's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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