News & Events

Stay Up-To-Date With Allied Financial Partners


Upcoming Training Sessions

At Allied Financial Partners, it is our goal to keep our valued clients educated as accounting & technology continues to grow. As a result, we are proud to offer training on the topics our clients have asked for. Session topics include QuickBooks Desktop and QuickBooks Online for both beginner and intermediate users, bookkeeping for non-bookkeepers, sales tax, Microsoft Excel tips and tricks, and preparing for year-end. We also have one-on-one, personalized training available.

All sessions will be held at our main office in Victor and instructed by our very own Colleen Roof, CPA!

For details, dates and topic information, please click here to download the informational sheet.

We hope you can make it and we look forward to seeing you there!




Placeholder image 1

Allied Payroll Services is bonded

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. This communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, IL, MD, MI, NC, NH, NJ, NY, PA, VA, or WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Allied Financial Partners and Securities America are separate companies

Check the background of this firm and investment professional(s) on FINRA’s