Goodlife Financial Services LLC Financial & Taxation Services Scottsdale, AZ US

Goodlife Financial Services LLC

Professional Investment Solutions You Can Trust
  • manage_accounts
  • Serving Across US
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Investment Management

Overview of Goodlife Financial Services LLC

  • Experience

    12 Years in Business

  • Business owner name

    Padma Pothula

  • Contact name

    Padma Pothula

Services Offered by Goodlife Financial Services LLC

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Areas Served in US by Goodlife Financial Services LLC

Key Business Information of Goodlife Financial Services LLC

Additional services offered
  • Accounting & Bookkeeping Services
  • 20490343
Languages Known
  • Telugu
  • English
  • Hindi
Dealing with Estate Planning
  • Will / Trust Documents
Consultation Provided
  • At My Place
  • Over The Phone/Online (No In-Person Meeting)
Dealing with Investment Management
  • Capital Gains And Losses
  • Sales & Dispositions Of Capital Assets
  • Income From Investments
Dealing with Income Tax Filing
  • Capital Gains And Losses

About Goodlife Financial Services LLC

Padma is a highly skilled accounting and bookkeeping professional with over 12 years of hands-on experience in managing financial operations across diverse industries including construction, real estate, restaurants, and other small businesses. With a strong foundation as both a full-charge bookkeeper and accounting manager, Padma has developed an exceptional ability to streamline financial processes, maintain accurate records, and provide insightful advisory support that helps business owners make informed decisions. She holds a Bachelor’s degree in Accounting and is a QuickBooks Certified ProAdvisor, equipping her with the technical expertise to implement advanced accounting systems and ensure compliance with industry standards. In addition, Padma is a Licensed Insurance Consultant for Life & Health and a Notary Public, adding further value and convenience for her clients. Specializing in Construction and Trades Accounting, Padma understands the unique challenges contractors and trade professionals face, from job costing and payroll to cash flow management and compliance. Her mission is to empower business owners by optimizing their financial operations, allowing them to focus on growth and success. With a client-centered approach, she combines professionalism, accuracy, and personalized strategies to deliver meaningful results.

Service Details

  • Annual & Quarterly Reviews

Review of financial statements for tax filing

$ $
  • Payroll Processing

Employee payroll, direct deposits, quarterly filings

$ $
  • W-2s & 1099s

Year-end tax forms for employees & contractors

$ $
  • Insurance Consulting

Guidance on life & health insurance services

$ $
  • QuickBooks Setup

New QuickBooks file and chart of accounts setup

$ $
  • Reconciliation Support

Integration and reconciliation of merchant services

$ $
  • Accounts Payable

Vendor bills processing and payment tracking

$ $
  • Accounts Receivable

Invoice generation and collection management

$ $
  • Cash Flow Management

Strategies and reporting for healthy business cash flow

$ $
  • Job Costing & Segment Classification

Cost allocation by job/project for better financial insights

$ $
  • Bank & Credit Card Reconciliation

Monthly reconciliation of accounts to ensure accuracy

$ $
  • Expense & Income Recording

Record financial data on both cash and accrual basis

$ $
  • General Ledger Maintenance

Journal entries and accurate ledger upkeep

$ $
  • Catch-Up & Cleanup

Organize past books, provide QuickBooks support & training

$ $
  • CPA Coordination

Prepares tax-ready financials and coordinates with your CPA

$ $
  • Sales Tax Filing

Filing of monthly/quarterly sales taxes

$ $
Selected Financial & Taxation Services
Selected service breakdown details

* Prices may vary. Confirm the final price with the provider.

Review for Goodlife Financial Services LLC in Scottsdale, AZ

  • 5/5
Based on
  • 5 Ratings
  • 2 reviews
S
3 months ago

Rated 5.0 Goodlife Financial Services has been super easy to work with, very responsive and on top of their game. Would recommend to families looking to stay on top of their finances

J
3 months ago

Rated 5.0 The entire team is professional, efficient, and very responsive! I highly encourage using Goodlife Financial Services for financial planning

Facebook posts by Goodlife Financial Services LLC

Frequently Asked Questions - Goodlife Financial Services LLC

    • 1. What services does GoodLife Financial Services LLC offer?

      GoodLife Financial Services LLC specializes in comprehensive financial planning, tax preparation, retirement strategies, and investment management, helping clients secure their financial future.

    • 2. How can GoodLife Financial Services LLC help with tax planning?

      At GoodLife Financial Services LLC, we provide expert tax planning services to minimize your liabilities and ensure you take advantage of every available tax-saving strategy.

    • 3. What makes GoodLife Financial Services LLC different from other financial advisors?

      GoodLife Financial Services LLC offers personalized financial solutions, focusing on tax efficiency, retirement planning, and smart investment strategies tailored to your unique needs.

    • 4. Is GoodLife Financial Services LLC a certified financial planner?

      Yes, GoodLife Financial Services LLC employs certified financial planners (CFPs) who provide expert guidance on retirement, investments, and tax strategies to help you meet your financial goals.

    • 5. How does GoodLife Financial Services LLC assist with retirement planning?

      GoodLife Financial Services LLC offers comprehensive retirement planning services, including IRA/401k management and retirement income strategies to ensure a secure financial future.

    • 6. Can GoodLife Financial Services LLC help with estate planning?

      Yes, GoodLife Financial Services LLC provides estate planning services, including will creation, trust management, and strategies to protect your wealth for future generations.

    • 7. What investment strategies does GoodLife Financial Services LLC recommend?

      GoodLife Financial Services LLC offers tailored investment strategies, including diversified portfolios, risk management, and tax-efficient investment options to maximize returns.

    • 8. How can GoodLife Financial Services LLC help me save for college?

      GoodLife Financial Services LLC offers college funding solutions such as 529 plans, education savings accounts, and tax-efficient strategies to ensure you are prepared for your children's education expenses.

    • 9. Does GoodLife Financial Services LLC offer financial planning for small businesses?

      Yes, GoodLife Financial Services LLC provides specialized financial planning services for small businesses, focusing on tax planning, employee retirement plans, and business succession strategies.

    • 10. What are the fees for services at GoodLife Financial Services LLC?

      GoodLife Financial Services LLC offers competitive pricing with transparent fees based on the complexity of the financial services provided, ensuring great value for your investment in financial planning.

Goodlife Financial Services LLC in Scottsdale, AZ

Founded on principles of trust, integrity, and commitment, Goodlife Financial Services LLC is a leading contender in the financial and taxation services industry. Based in Scottsdale, AZ, we offer a wide range of comprehensive services designed to help you navigate the complex world of finance.

Mission

Our mission at Goodlife Financial Services LLC is to empower our clients to achieve their financial goals with confidence. We are dedicated to providing personalized, strategic financial solutions that align with your unique needs and aspirations.

Expertise

Our team of experts is well-versed in a wide range of financial matters, including investment management, estate planning, retirement planning, and more. We offer a broad spectrum of services and consultation to help you make informed decisions and secure your financial future.

Why Choose Goodlife Financial Services LLC in Scottsdale, AZ?

Customized Solutions:

We understand that every client has unique financial goals and circumstances. That’s why we offer customized financial solutions that are tailored to meet your specific needs and objectives.

Expert:

Our team of financial advisors brings a wealth of knowledge and expertise to the table to help you make the most informed financial decisions.

Credential:

With a team of highly credentialed professionals, we are equipped to provide expert advice and innovative solutions for all your financial needs.

Awards:

Our dedication to excellence in financial services has earned us several awards and accolades in the industry.

Recognition:

Goodlife Financial Services LLC is recognized for our commitment to client service and our outstanding performance in the financial services sector.

Comprehensive Services:

From notary services and long-term care insurance to college planning and funding, we offer a comprehensive suite of services to cater to all your financial needs.

Client Satisfaction:

We prioritize your satisfaction above all else and are committed to delivering exceptional service that exceeds your expectations.

Services Offered

  • Investment Management
  • Notary Services
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Long Term Care Insurance
  • Financial Advisor
  • College Planning/Funding

Contact Goodlife Financial Services LLC in Scottsdale, AZ

We invite you to experience the difference of working with a team that truly cares about your financial success. Contact Goodlife Financial Services LLC today for a no-obligation consultation.

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