Kingstone Financial is a full-service financial services company focused on simplifying complexity, improving productivity, and helping clients build wealth for the future they envision. It provides personalized support to businesses, nonprofits, and individuals, tailoring its services to their needs and goals. The firm’s accounting services include bookkeeping for payroll, accounts payable, and accounts receivable; financial statement preparation; budgeting; cash flow planning; and tax return preparation and planning.

Its business advisory team draws on experience as business accountants and controllers to identify operational improvements, address cash flow challenges, and help clients understand the financial and tax implications of decisions. Kingstone also develops insurance strategies to help clients manage risk and protect their organizations. For investment management, it assesses client goals and market conditions to create customized portfolios, considering opportunities in domestic and international public and private markets.

Its tax services emphasize year-round planning and strategies for reducing taxes and building long-term wealth, supported by an online client portal for document exchange and electronic filing