Charmed Financial Solutions
About
At Charmed Financial Solutions, we are dedicated to empowering our clients with expert financial guidance. Our comprehensive services include business consulting, accounting, personal financial planning, and tax advising and preparation for both individuals and businesses. We pride ourselves on our personalized approach, ensuring that each client receives tailored solutions to meet their unique financial goals. Trust us to provide clarity and confidence in your financial decisions, as we help you navigate the complexities of today’s financial landscape.
Highlights
Photos and videos
Reviews
Robert L.
CC C.
Frequently asked questions
What is your typical process for working with a new customer?
I first have a conversation when meeting with a new client to understand their needs in terms of accounting, tax, and finance needs. I have checklists and questionnaires that help guide the conversatuon.
What education and/or training do you have that relates to your work?
I am a CPA and licensed insurance agent with a Bachelor's in Accounting and a MBA.
Do you have a standard pricing system for your services? If so, please share the details here.
Please visit my website for details.
How did you get started in this business?
I started doing taxes and budgeting while still studying in college. I have a passion for helping individuals and small businesses understand taxes and finances as it relates to their situation. I create individual plans to meet the clients goals.
What types of customers have you worked with?
I have worked with individuals with investments, real estate and small businesses.
What advice would you give a customer looking to hire a pro in your area of expertise?
I would always recommend that a customer speak to the pro first and ask questions to gain a better understanding of their expertise.