Offers online services
About
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.
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
Reviews
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AC
A. C.
terry is very kind and patient especially to a computer illiterate like me!
August 31, 2020
JW
Jeb W.
Used to work with this guy.
I am very computer savvy myself.
But Terry is super experienced and I noticed that his prices are very reasonable.
August 31, 2020
JI
Jo I.
I was taking an online course. Hit with an issue I can not move on.
Mr. Connell cleared my computer cache, etc. effortlessly remote.
In less than an hour, I was up and going!
August 31, 2020
CR
Cleo R.
Terry Connell is the best IT contact everyone in the office has ever experienced for the last 15 years. He has 30 years of experience. He can troubleshoot any software program, IT hardware, etc..
Not to mention he is a CPA, financial analyst, etc.
August 31, 2020
Frequently asked questions
What is your typical process for working with a new customer?
Phone interview, live appointment, email/text, discuss needs, goals, requests, target due dates.
Services offered
Wills And Estate Planning
Business Consulting
Business Tax Preparation
Accounting
Financial Services And Planning