Innovative Financial Services, LLC

08/21/2026

Innovative Financial Services, LLC is proud to announce we have relocated to:

300 Winding Brook Dr, Ste 4
Glastonbury, CT 06033

This move is especially meaningful as we celebrate our 25th Anniversary. Since 2001, we have had the privilege of helping business take control of their QuickBooks, bookkeeping, and financial operations.

A great deal has changed over the past 25 years, but our commitment to our clients has remained the same. We are incredibly grateful to our loyal clients, dedicated team, colleagues, family and friends who have supported us along the way.

We are excited to begin this next chapter in our new Glastonbury office and look forward to continuing to serve our clients for many years to come.

Here is to 25 years of hard work, trusted relationships, and continued growth!

office

01/09/2026

25 years ago I made major changes in my life. I started a QuickBooks Bookkeeping and Advisory firm, quit smoking and met a man who would forever change my life. All of this happened in the year 2001. Today is my 25th year of being in business. It has not been an easy road..and came with lots of hard lessons. I'm grateful for my team, my clients, and colleagues in the industry (who are my dear friends) who have been there through this journey. Happy 25th Anniversary Innovative Financial Services, LLC

06/04/2025

Early birthday celebration today for Renee and Kelly who share the same birthday. Monday June 9th but Renee is off for the next few days. Happy Birthday ladies!

05/20/2025

Thrilled to announce I've been recognized as one of Insightful Accountant's Top 100 ProAdvisors for 2025!

04/18/2024

Have you seen this? Federal regulators want to put limits on late fees. The CFPB's proposal would cap late fees at $8.00. The proposal would also end the automatic inflation adjustment and cap late fees at 25% of the required minimum payment rather than the 100% that's currently permitted. There is a petition you can sign on Consumer reports.

The Consumer Financial Protection Bureau wants to cap late fees at $8. Banking groups say the proposal would result in higher costs for consumers.

12/01/2023

Intuit released this today. It is the end of QuickBooks Desktop for new users after July 31, 2024. The question is how long will they support the existing subscriptions?

07/05/2023

I just received this via email. The State of Connecticut Department of Labor is raising unemployment limits from 15K to 25K and rates will increase up to 10%. This will take affect Jan 1, 2024. Please read.

In an effort to improve Connecticut’s Unemployment Insurance (UI) Trust Fund solvency following the COVID-19 pandemic, the legislature passed Public Acts 21-200 and 22-67, to implement reforms that were achieved through a collaborative effort of business and labor. Changes to the tax and benefit s...