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Financial Services
We offer a complete range of accounting, bookkeeping and CFO-level services to meet the needs of our business clients in a variety of industries.  We will work closely with your CPA to ensure financial health and peace of mind. 

Additional services include:
  • Quickbooks consulting
  • Budget planning
  • Bill pay
  • Payroll

Please take a look at our brochure for a description of all the services we offer, pricing and more.


We provide the following financial planning services to both businesses and individuals:

  • 401Ks
  • IRA/Roth IRA
  • Pensions
  • Annuities
  • Long-term Health Care
  • Life Insurance
Phil Apostolico, Managing Partner
papostolico@capital-ins.com