Richard Buller, CPA, CFA
About
We specialize in helping small to medium size businesses connect their goals to accounting.
Our ideal customers are business owners who are committed to personal & business growth. Individuals who are motivated, energetic & entrepreneurial as well as those who are open to collaborating and being coached.
We also provide traditional accounting and tax preparation and planning services.
Highlights
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
We have a flexible process for working with our individual and small business clients. Our secure portals are used to exchange documents and as a communications hub which also use Apple and Google Apps for your phone that let you take a picure of a document on your phone and securely share it with us.
For select small to medium size businesses we help them connect their goals to accounting.
These business owners are individuals who are motivated, energetic & entrepreneurial as well as those who are open to collaborating and being coached. We help these owners improve their income, ease of operations and often increase the value of their business all while helping improve their quality of life.
What education and/or training do you have that relates to your work?
Certified Public Accountant
Chartered Financial Analyst
Industrial Engineer
Insurance Agent
Commercial Capital Advisor