We develop long term relationships with our clients through educating them on their taxes, financials, or business advice. Because we have been serving the greater Denver metro area for several years, most of our clients come to us by way of referral. Here are some reasons why:
Personal and Professional Service
Knowledgeable and Current on Tax Law Changes
We offer a referral fees
We offer a FREE 30 minute consultation
Our staff has degrees in Accounting, Business & Finance. We also are QuickBooks Certified, Enrolled Agents with the IRS, and have senior Accountants with over 30 years of experience. Find out more about us on LinkedIn, Facebook or go to www.BizFinancialMgt.com.
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MBA, Summa Cum Laude in Finance
BS, Dual Business Management Major
QuickBooks Certified, Enrolled IRS Agent
Varies on inidividual or business needs
Was working for another company and people asked me to work with them individually.
High net worth individuals, with incomes over $200,000
Small businesses that have been operating for at least 5 years, have 100 or less employees/contractors and revenue of at least 1 million
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