About
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
Reviews
Sherise T.
Frequently asked questions
What is your typical process for working with a new customer?
1. Introduction call
2. Learn needs
3. Explain process
4. Quote
5. Client provides requested information
6. Client pays 50%
7. Work completed
8. Review results with client
9. Client pays balance 50%
What education and/or training do you have that relates to your work?
-Accounting experience since 2010
-CPA license in Illinois (065.050923)
-Tax experience
-Financial planning experience
-Bookkeeping experience
-Accounting Degree from University of Illinois
-Finance Degree from University of Illinois