Business & Financial Management Services, Inc.
About
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.
Highlights
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Free Consultation
Determine needs
Set a time to deliver taxes or financials
Meet again to followup
What education and/or training do you have that relates to your work?
MBA, Summa Cum Laude in Finance
BS, Dual Business Management Major
QuickBooks Certified, Enrolled IRS Agent
Do you have a standard pricing system for your services? If so, please share the details here.
Varies on inidividual or business needs
How did you get started in this business?
Was working for another company and people asked me to work with them individually.
What types of customers have you worked with?
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
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure the professional meets your needs.
What questions should customers think through before talking to pros about their needs?
What are their credentials?
How do they handle problem clients?