Epiphany Financial Services
What we could verify
- Registered business?
- Registration found: Colorado Secretary of State, status Good Standing, formed 2013
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Epiphany Financial Services | home page | |
| Website | https://epiphanyfinancialservices.com/ | home page | |
| Office locality | Castle Rock, CO | home page | |
| Phone | +13033597041 | home page | |
| Offers bookkeeping | Documented: Home Page Serving Our Community Epiphany Financial Services provides bookkeeping and accounting services to small- and medium-sized businesses, as well as individuals... | home page | |
| AP / AR | Documented: ...Business Services Bookkeeping: Manage daily transactions, account reconciliations, A/R, A/P, financial statements Payroll: Manual payroll for S-Corp owners, tax jurisdiction... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...Manage daily transactions, account reconciliations, A/R, A/P, financial statements Payroll: Manual payroll for S-Corp owners, tax jurisdiction notices, set-up and assistance... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Services Bookkeeping: Manage daily transactions, account reconciliations, A/R, A/P, financial statements Payroll: Manual payroll for S-Corp owners, tax jurisdiction notices... | home page | 6 pts (max 6) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Entity found in the state business registry | Business registration found: Epiphany Financial Services, LLC · CO entity ID 20131070026 · Colorado Secretary of State · Good Standing | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2013-01-30 (formation date of a Colorado-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
Checked and not found
- Not documented. Checked 3 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
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); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Colorado State Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Colorado Secretary of State business entities (data.colorado.gov 4ykn-tg5h) lists Epiphany Financial Services, LLC (CO entity ID 20131070026), status Good Standing, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2013-01-30 as the formation date of a Colorado-formed entity.
Data limitations
- 20 of 22 evidenced items come from Epiphany Financial Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.