Strategic Wealth Strategies, LLC
New
Offers online services
New
Offers online services
About
I am a professional accountant with over 25 years of experience in tax, accounting, and financial planning. I am a CPA and a licensed insurance agent that specialize in the Infinite Banking Concept.
Highlights
1 employee
4 years in business
Serves North College Hill , OH
Offers online services
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, 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, C-Corp / Corporation, S-Corp, Non-profit
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Frequently asked questions
What is your typical process for working with a new customer?
Text Message
Phone Call
Video Chat
In-person Meeting
Services offered
Business Consulting
Individual Tax Preparation
Accounting
Financial Services And Planning