Kmetz Financial Group, Inc.
About
Forward looking firm blending cash flow management with tax planning for individuals and businesses.
As a firm we enjoy seeing how the value we provide to our customers benefits their business.
Details
Comfort with finances
Career stage
Annual income
Service type
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Client on-boarding process starts with an interview to determine the client's needs and the services that will best meet those needs. Followed by an engagment for service.
What education and/or training do you have that relates to your work?
B.S. in Business Administration, Accounting
Certified Public Accountant
Willowbrook/Burr Ridge Chamber of Commerce
- Current - Treasurer
- Former - President
- Former - Vice President
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing is based on the requested services and is on a client by client basis.
How did you get started in this business?
We are a second generation family accounting practice. I purchased my fathers buisiness in May of 2017 of which he built over 45 years. I started working for my father in 1996, and have now been practicing for over 25 years.
What types of customers have you worked with?
We help customers create a balance approach towards taxation, financial planning and cash flow management. All three areas play a roll in day to day decisions of businesses as well as individuals.
What advice would you give a customer looking to hire a pro in your area of expertise?
Expertise comes with time, experience and education. With over 70 years of combined experience, my firm is able to be pro active when tax law changes affect our clients.