intelligence and satisfaction of clients is my main goal . And doing a very accurate and helpful services to help and satisfy clients .

Fundraising expert, CPA, and MBA with 15+ years of experience as CFO in the start-up, small and medium business environment. I am also an Intuit Pro-Advisor Advanced certified. It feels extremely good when I bring a solution for the client to the effect that it brings them joy. It feel good, it feels right and it is fulfilling.

Alexa CPA Group is a Beyond Full-Service Modern CPA firm. We focus on the following: 1) ACCOUNTING - basic and advanced level (sub-account management, bookkeeping/accounting services, outsourced controller), 2) OUTSOURCED CFO (in-depth analytic report, analyzing company activity and setting up goals together for the future, tracking those goals, assessing and optimizing your accounting environment, projections, forecasts, internal valuations, exit planning, tax planning, wealth management, etc) 3) BUSINESS and INDIVIDUAL TAX - TAX PREPARATION & TAX PLANNING. We have 90+ tax saving strategies to get you to a better position then you're now. Av...

I believe we go the extra mile in understanding our clients needs, goals and dreams and helping them to accomplish them and in the process becoming their financial CFO....and although we are not experts in every area I have established relationships with quality CPAs, Estate planning attorneys, mortgage bankers....to assist me in meeting my clients needs..... Helping others accomplish their dreams and goals! Let me share a case study.... Retirement Planning People are living longer than ever before, singles, couples have serious questions about retirement and want straightforward answers.....Case Study #1 A couple a few years until retireme...

Blue Haven Capital is a fee-only, full fiduciary firm located near Chicago, IL. We help people through both everyday and extraordinary financial complexities. Our service to our customers is low cost, individualized, attentive, and solution-oriented. We look forward to hearing your story and helping you meet your financial objectives. The Blue Haven team leverages many, many years of working with individuals, family foundations, and non profit foundations to build and maintain long-term wealth. Clients of the firm are located across the United States as well as Western Europe. Some of our customers have three or four generations working with...

BOOK REVIEW Reviewed by Romuald Dzemo for Readers' Favorite Ask the RIGHT Questions Get the Right ANSWERS: For Sound Financial Retirement Planning by Robb Hill may be a short read, but the information in it is powerful and priceless for those who want to take control of their finances and retire with freedom. This is a book that offers advice on retirement planning and, besides providing practical tips to readers on the subject, it unveils revolutionary ideas that will guide readers to make the best choices and be ahead in the game. This book provides useful information on a variety of topics and retirement options, allowing readers to get in...

The JRB Team, Inc. is a Chicago-based organization that focuses on connecting businesses to other businesses (or consumers) with the primary goal of increasing revenues. JRB is a team of highly talented individuals that use the power of collective thinking and team collaboration to develop the most efficient business processes and the best sales practices. Our success is driven by a hunter mentality that produces high sales activity combined with a strategic approach; we focus on your business’ goals and creative ways to accomplish them. Services can include, but are not limited to: outbound sales, inbound customer service, ongoing accoun...

Business is a science but helping people and their families is more like an art. Providing the clients with what they want and to suit their needs is the focus. 40+ years experience accounting and taxes, IT, and business systems, business & personal financial strategies. CPA, QuickBooks ProAdvisor Insurance Life & Health, Securities Series 6, Series 63, Series 65 https://www.facebook.com/Ricon-Data-Systems-Terence-Connell-CPA-273630092688293/ http://linkedin.com/In/TerryConnell I have always enjoyed working with people who are coachable and are just as willing to work with me to accomplish hitting their goals....

We do tax consultations and tax preparations for both individuals and corporations. We also are licensed for investment and insurance products. The insurance products include self managed retirement plans for owners of small corporations that can defer the earnings of the corporation in which the total amount of the deferred comp plan is 100% deductible. I am an Enrolled Agent and also a Certified Estate Planner, with the designation of a Fraternal Insurance Cordinator....

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