Smart with Money Planning takes CPA service to the next level by always keeping the purpose of the service in mind, which is to empower clients to be smarter with their finances! If a client/business owner makes the best financial decisions that he or she can make, then the client will enjoy more savings, growth, and profit. So, as a CPA and expert on taxes, small business financial operations, and financial planning - I provide a great return to clients and also the confidence and happiness of working with a top professional.
CPA IL License 065.050923
I hired SWM Planning to file my taxes; normally, I do them myself but with me starting my business in 2017, I wanted to ensure that everything was done correctly. Not only did Ebe maximize my refund by ensuring that I didn’t miss any exemptions, but he also educated me along the process as well. He supplied me with tips on how to track my profits and losses and educated me on how to effectively manage my expenses. I will be hiring SWM Planning not only for filing my taxes yearly but for bookkeeping and financial planning services as well.
1. Introduction call
2. Learn needs
3. Explain process
5. Client provides requested information
6. Client pays 50%
7. Work completed
8. Review results with client
9. Client pays balance 50%
-Accounting experience since 2010
-CPA license in Illinois (065.050923)
-Financial planning experience
-Accounting Degree from University of Illinois
-Finance Degree from University of Illinois