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← Back to Bookkeepers in the Des Moines-West Des Moines Area, IA Compared (2026)Performance Financial
What we could verify
- Registered business?
- Registration found: Iowa Secretary of State, status Active (DOMESTIC LIMITED LIABILITY COMPANY; Iowa active entities file, 2026-09 download), formed 2021
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Local + remote
- Software?
- None named on its website
Who they say they serve: construction, contractors (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; publishes prices; 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 | Performance Financial | home page | |
| Website | https://www.performancefinancialllc.com/ | home page | |
| Office locality | Des Moines, IA | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +15159490123 | home page | |
| Offers bookkeeping | Documented: ...& Accounting Small Business CPA, Drake Vant Hul Never Overpay in Taxes or Waste Time in Bookkeeping Again Small Business Tax & Accounting with a focus on lowering your taxes &... | home page | |
| Monthly bookkeeping | Documented: ...taxes, and then we do everything necessary to implement that plan. Provide Top-Tier Monthly Bookkeeping We'll provide excellent bookkeeping every month, keeping you up to date and... | /industries/accountant-cpa-for-digital-agencies- | 8 pts (max 8) |
| AP / AR | Documented: ...productivity Keep their team focused and out of admin tasks Get paid faster & manage accounts payable better Build a more profitable business Our bookkeeping services are the... | /industries/bookkeeping-service-for-epoxy-floor- | 4 pts (max 4) |
| Payroll coordination | Documented: ...for Small Business We come alongside small businesses and tackle all tax, accounting, payroll and bookkeeping needs. See Pricing See Reviews Business Tax Preparation We’ll tackle... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...the year to help your team build a more profitable and scalable operation. Year-End Financial Statements We'll close out your books and help create fantastic financial statements... | /industries/accountant-cpa-for-digital-agencies- | 6 pts (max 6) |
| Industries served (documented) | construction, contractors | /industries/general-contractors-builders | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$1,056/month" | home page | 6 pts (max 6) |
| Named contact / team | Near Chicago Wiggs, CPA | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: PERFORMANCE FINANCIAL, LLC · IA corp no. 656617 · Iowa Secretary of State · Active (DOMESTIC LIMITED LIABILITY COMPANY; Iowa active entities file, 2026-09 download) | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2021-02-01 (effective date of an Iowa-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Software supported (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): 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); What is included / excluded (0 pts, max 5).
Check it yourself on the state's own records: Iowa Accountancy Examining Board license search and business registry search.
- Entity found in the state business registry: Business registration found: Iowa Secretary of State active business entities (Iowa Data Hub dataset 554) lists PERFORMANCE FINANCIAL, LLC (IA corp no. 656617), status Active (DOMESTIC LIMITED LIABILITY COMPANY; Iowa active entities file, 2026-09 download), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2021-02-01 as the effective date of an Iowa-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 23 evidenced items come from Performance Financial'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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