LACHEL ADVISORY CONSULTING

•

Louisville, KY & Online

About

When working with business my passion is to help them get a new idea off the ground. Create ways of streamlining processes and making their jobs easier. When working with my tax clients I love helping my client figure out ways to save money on their taxes.

I have been working in the accounting field for over 10 years. I started my tax business back in 2016 and I am now ready to grow my business and expand my services. I have a Masters in Accounting with a focus in Audit and I'm eligible to sit for the CPA exam.

Highlights

Hired 1 time

1 employee

10 years in business

Serves Louisville, KY

Offers online services

Specialties

Industry

Sales & marketing, Healthcare, Technology / IT, 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

Accounting software

QuickBooks, Xero, NolaPro, Sage, 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, S-Corp, Non-profit

Reviews

0.0

0 reviews

Your trust means everything to us. Learn about our reviews policy.

Colette N.

She was very professional and informative. She educated me and helped me set up a financial plan for future services.

March 11, 2021

Frequently asked questions

What is your typical process for working with a new customer?

We will have an initial consultation to determine if we are a good fit for each other and discuss what your needs exactly are.

What education and/or training do you have that relates to your work?

Masters in Accounting

10 Years Experience

Do you have a standard pricing system for your services? If so, please share the details here.

Pricing is determined at the consultation. I have preset service levels based on the needs of my clients. I will also put together a custom package to meet any budget. My goal is ultimately to help people and have happy satisfied clients.

How did you get started in this business?

During college I worked for a tax firm during my internship and I loved it. So once I was able to start my own I bought into an affiliation and that's just what I did.

What types of customers have you worked with?

Individual Taxes Clients, Jewelry Store, Traveling Consultant, Art Gallery, Advertising Company, Construction Company

What advice would you give a customer looking to hire a pro in your area of expertise?

My advise to a potential customer would be to choose a professional you enjoy working with and can trust. In this area of business we will be communicating a lot I will have to have access to financial data. To work together successfully we have to trust one another and be able to communicate.