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Primary Care

for your

Finances

BOOKKEEPING AND CFO ADVISORY // METRO DETROIT

We handle your accounting so you can make smarter, faster decisions about your business — without the stress, guesswork, or late nights.

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Stop guessing and start fixing your books

Discover the 10 most common mistakes entrepreneurs make with their bookkeeping — and learn exactly how to fix them.

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At Primary Care Financial PLLC, we believe numbers should work for you, not confuse you.

Founded by Steve Koch, CPA, our firm blends deep financial expertise with a personal touch that’s hard to find in traditional accounting. We’re not here to lecture — we’re here to explain, guide, and partner with you so you can grow with confidence.

We handle your bookkeeping, reporting, and financial strategy with the care of a trusted team — giving you back time, clarity, and peace of mind. Whether you’re a growing small business or a multimillion-dollar enterprise, we help you understand the story behind your numbers and use it to move forward.

WHO WE WORK WITH

WHO WE WORK WITH

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A business team is working together at a meeting table with documents, laptops, tablets, and coffee cups, reviewing charts and data.
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If you’re the kind of business that values integrity, expertise, and partnership, we’re the kind of CPA firm built for you.

We’ve left behind outdated billing, clunky software, and the silence between calls. Instead, we deliver proactive, approachable, and tech-savvy financial support — with clear communication and no surprise invoices.

Our Clients Include:

  • Health & Wellness Professionals: Physicians, dentists, orthodontists, psychiatrists, yoga studios, Pilates instructors, wellness clinics, and more.

  • Law Firms: Boutique and midsize firms looking for reliable financial systems and insight.

  • Creative & Professional Services: Designers, consultants, marketing agencies, and other service-based businesses ready to scale.

  • Enterprise Clients: Large organizations (typically $10M+ revenue) seeking CFO-level strategy, NetSuite oversight, and financial leadership.

Our Services

QuickBooks Online

We help you stop stressing about your books and start understanding and using them as a tool for growth.

Who? Solopreneurs and small to midsize businesses ($200K–$3M revenue).

OUR SERVICES INCLUDE:

  • Monthly bookkeeping & reconciliations

  • QuickBooks setup and cleanups

  • Financial reporting you’ll actually understand

  • Optional Fractional CFO Consulting and Strategy sessions

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BUILT-IN QUICKBOOKS ONLINE

No dusty desktop software here and no more DIY guesswork.

More About Bookkeeping Services ⭢

Enterprise Financial Services

When your business operates at scale, you need more than basic accounting — you need leadership.

Our Enterprise Services deliver high-level financial oversight, systems optimization, and strategic CFO partnership through NetSuite.

Who? For large companies ($10M–$50M+ revenue)

WHAT WE OFFER:

  • Fractional CFO and Controller engagements

  • Financial process design and implementation

  • System integrations and reporting optimization

  • Strategic oversight for large-scale operations

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PERFECT FOR

Enterprise organizations seeking a reliable, experienced financial leader to strengthen their systems, visibility, and profitability.

More About Enterprise Services ⭢

Why We’re Here for You

At Primary Care Financial, we believe great accounting goes beyond the numbers. Like a trusted primary care doctor, we take the time to understand your business, diagnose financial challenges early, and strengthen the systems that keep you healthy long term.

Steve Koch built this firm on one simple idea: every business deserves a partner who’s proactive, approachable, and invested in their success — not just another accountant who checks the boxes.

Hey, I'm Steve!
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1

Clarity & Confidence

We help you understand your numbers and make decisions with insight, not guesswork.

2

Time Back in Your Week

We simplify and automate your financial systems so you can focus on what you do best.

3

Better Business Decisions

Gain CFO-level perspective to guide growth, not just compliance.

THE TEAM BEHIND YOUR BOOKS ⭢
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I had the pleasure of working with Primary Care Financial this year on both my personal and business taxes. Throughout the process, I was able to conveniently submit documents via a secure electronic platform, meet virtually, and communicate through calls or texts to ensure all of my questions were answered. Additionally, Steve completed everything in a timely manner, making the entire experience seamless and efficient. I highly recommend Primary Care Financial!

– Kaleigh Lewis, Owner Mind & Motion PLLC

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For Businesses on the Rise

Are you a new business working your way to $200K+ revenue? We’re building a list of businesses who would be interested in joining our courses and workshops to help you get your books in order and grow faster. Interested?

Sign up and get early access when we launch.

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