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← Back to Top 17 Bookkeepers in Hartford County, CT (2026)Innovative Financial Services
Evidence Score 76/100 at 100% evidence coverage 1 of 17 on the Hartford County list How the score works
What we could verify
- Registered business?
- Registration found: Connecticut Secretary of the State, status Active, formed 2001
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, QuickBooks Desktop
Who they say they serve: nonprofit agencies, corporations, beauty professionals, professional services (law, photography, web design), health care and medical centers (self-reported, from the firm's own website)
4 of 5 answered from a dated source.
Documents 5 of 5 core services; states it prices by quote; 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 | Innovative Financial Services | home page | |
| Website | https://infinancialservices.com/ | home page | |
| Office locality | Glastonbury, CT | /about-us | |
| Service area | United States (stated by the firm) | /about-us | |
| Phone | +18602419474 | home page | |
| Offers bookkeeping | Documented: CT Bookkeeping for Small Business | Quickbooks Help | Quickbooks Online | Accounting Skip to content... | home page | |
| Monthly bookkeeping | Documented: ...to continuous learning, caring about people, accountability and delivering value. Monthly Bookkeeping Services Are you always on extension? Wouldn’t it be great to know where you... | /bookkeeping-quickbooks-online | 8 pts (max 8) |
| Catch-up / cleanup | Documented: Great for big bookkeeping cleanup projects to get your company’s books back to where they need to be! | home page | 5 pts (max 5) |
| AP / AR | Documented: Our Onsite Bookkeeping Services can include: Entering bills, printing checks, invoicing | /bookkeeping-quickbooks-online | 4 pts (max 4) |
| Payroll coordination | Documented: ...services package: Recording check registers Deposits Credit card information Payroll Monthly tax compliance Out of pocket expenses Bank reconciliations Monthly conference... | /bookkeeping-quickbooks-online | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...conference call with accounting manager for guidance and consultation to review P&L and Balance Sheet as needed Price is based on the number of total business transactions.... | /bookkeeping-quickbooks-online | 6 pts (max 6) |
| Industries served (documented) | nonprofit agencies, corporations, beauty professionals, professional services (law, photography, web design), health care and medical centers, building contractors, computer technology companies | /about-us | 5 pts (max 5) |
| Software supported | QuickBooks Online, QuickBooks Desktop | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "Price is based on the number of total business transactions." | /bookkeeping-quickbooks-online | 6 pts (max 6) |
| What is included / excluded | Documented: ...right there on-site daily, weekly, or bi-weekly. Our Onsite Bookkeeping Services can include: Entering bills, printing checks, invoicing Recording manual checks, recording... | /bookkeeping-quickbooks-online | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...balances/recording journal entries Supervision of accounting and bookkeeping staff Monthly financial statements Budget-to-actual comparison and analysis Month-end closing... | /controllership | 4 pts (max 4) |
| Named contact / team | Laurie O’Neil, Founder | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: Monthly conference call with accounting manager for guidance and consultation to review P&L and Balance Sheet as needed | /bookkeeping-quickbooks-online | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: INNOVATIVE FINANCIAL SERVICES, LLC · CT account 0670580 · Connecticut Secretary of the State · Active | State business registry Third-party Sep 25, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2001-01-08 (registration date of a Connecticut-formed entity) | State business registry Third-party Sep 25, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 25, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched Connecticut State Licenses and Credentials open data (data.ct.gov ngch-56tr) for CPA firm records named 'Innovative Financial Services', 'INNOVATIVE FINANCIAL SERVICES, LLC' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched Xero's advisor directory for 'Innovative Financial Services, LLC', 'Innovative Financial Services' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Innovative Financial Services', 'INNOVATIVE FINANCIAL SERVICES, LLC' in Glastonbury, CT on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not documented. Checked 12 pages of the firm's own site on 2026-09-25 (Firm's own website): Onboarding described (0 pts, max 4).
Searches that find nothing are not a mark against a firm. How we search.
Check it yourself on the state's own records: Connecticut Department of Consumer Protection license search and business registry search.
- Entity found in the state business registry: Business registration found: Connecticut Secretary of the State business registry (data.ct.gov) lists INNOVATIVE FINANCIAL SERVICES, LLC (CT account 0670580), status Active, checked 2026-09-25. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2001-01-08 as the registration date of a Connecticut-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 27 evidenced items come from Innovative 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.