Hello, my name is Ken Rigby, Managing Director at Allocate Financial Services. Our mission is to help small businesses gain clarity and confidence in their finances by providing reliable bookkeeping services, simple solutions, and personal financial guidance every step of the way, including effective business formation services.
At Allocate Financial Services, we simplify finances for small businesses — especially contractors and service-based businesses — through comprehensive bookkeeping, business formation, and advisory services. Whether you're managing job costs, tracking project profitability, or building your company from the ground up, we provide the structure and financial clarity you need to grow with confidence.
From day-to-day bookkeeping to CFO-level guidance and funding solutions, we deliver accurate numbers, clear reporting, and strategic insight that helps you control cash flow, improve margins, and make smarter decisions.
Based in Elmwood Park, New Jersey, we proudly serve contractors and entrepreneurs throughout Bergen County, the New York City Metro area, and nationwide. By combining modern technology with personalized service, we ensure you receive reliable financial support from a partner who genuinely cares about your success.
Our mission is simple: remove the stress of your finances so you can focus on what you do best — running and growing your business.
At Allocate Financial Services, we take the stress out of managing your books with our comprehensive bookkeeping services. Designed specifically for small businesses in Bergen County, New Jersey, and nationwide, we provide reliable, accurate, and timely financial records without the hassle of doing it yourself. Our services cover everythi
At Allocate Financial Services, we take the stress out of managing your books with our comprehensive bookkeeping services. Designed specifically for small businesses in Bergen County, New Jersey, and nationwide, we provide reliable, accurate, and timely financial records without the hassle of doing it yourself. Our services cover everything from tracking daily transactions and reconciling accounts to preparing monthly financial reports that offer a clear picture of your business’s performance. By keeping your records organized and up to date, we help you make smarter decisions, stay compliant, and feel confident about your finances. Whether you’re just starting out or managing a growing business, our goal is simple: to free up your time, eliminate financial headaches, and give you the peace of mind that your numbers are always in order. Additionally, we offer business formation services and financial guidance to support your entrepreneurial journey.
At Allocate Financial Services, we offer more than just bookkeeping services; we provide practical financial guidance to help your business grow. Our advisory services equip you with the insights needed to understand your numbers, enhance cash flow, and plan for the future. We collaborate with you to set goals, develop strategies, and mak
At Allocate Financial Services, we offer more than just bookkeeping services; we provide practical financial guidance to help your business grow. Our advisory services equip you with the insights needed to understand your numbers, enhance cash flow, and plan for the future. We collaborate with you to set goals, develop strategies, and make informed decisions that propel your business forward. Whether it’s budgeting, forecasting, or long-term planning, we deliver straightforward advice tailored to your needs—not one-size-fits-all solutions. With us, you gain more than just reports; you gain a trusted partner invested in your success, alongside our comprehensive business formation services.
Starting a business is exciting—but it can also feel overwhelming. At Allocate Financial Services, we simplify the process with our comprehensive business formation services. We guide you through every step, from selecting the right structure—whether it's an LLC, corporation, partnership, or sole proprietorship—to registering your busines
Starting a business is exciting—but it can also feel overwhelming. At Allocate Financial Services, we simplify the process with our comprehensive business formation services. We guide you through every step, from selecting the right structure—whether it's an LLC, corporation, partnership, or sole proprietorship—to registering your business and establishing your financial systems. Our bookkeeping services ensure that every detail is managed efficiently, allowing you to focus on building your vision. With our financial guidance, you’ll have peace of mind knowing your business is set up the right way from day one—organized, compliant, and ready to grow.