deb.money

Clean books. Clear growth.
One financial services partner.

DEB Financial Services helps small businesses get their bookkeeping under control — and helps driven professionals build a career as licensed financial agents.

QuickBooks Online ProAdvisor· Licensed Financial Professional (CA)· 5+ Years Bookkeeping · 15+ Years Finance
Two ways to work with us

Pick your track

For business owners

Bookkeeping

Accurate, up-to-date books so you always know where you stand.

  • Monthly bookkeeping & reconciliation in QuickBooks Online
  • Cleanup & catch-up for books that fell behind
  • Financial statements you can actually read
  • Payroll and vendor tracking support
  • Tax-season-ready records, year-round
Book a free consult →
For aspiring agents

Agent Recruiting

Build a licensed career in financial services with hands-on mentorship.

  • Guided path to your California life insurance license
  • Direct mentorship from a licensed, working agent
  • Warm training on real products, not just theory
  • Flexible, entrepreneurial schedule
  • Room to grow into leadership as the team scales
Ask about joining →
Who's behind DEB

Built on numbers, run on trust

DEB Financial Services was founded to close the gap between two things small businesses and career-driven professionals both need: honest financial guidance and a real path forward.

On the bookkeeping side, that means precise, current books — done right, every month. On the recruiting side, it means bringing new agents in with real training, not just a sales pitch.

  • Bookkeeping experience5+ years
  • Finance experience (global)15+ years
  • CertificationQBO ProAdvisor
  • LicenseCA Life Insurance
  • BackgroundInt'l banking & finance

Ready to talk?

Whether it's your books or your next career move, reach out and we'll get you sorted.

Email arash@deb.money