Charles Financial Services

Charles Financial Services

5.0 (2)
1 hire on Thervo
1 employee
3 years in business

About this pro

My passion is to help Individuals and Small Businesses with Accounting, Bookkeeping and Tax Services.

I am a CPA, with 25 years of Accounting and Tax Experience. My MBA has also helped me to be not only your Accountant, but a Trusted Business Advisor with a focus on Detail, Education, and Compliance.

Read more about this pro


Credentials

Spring, TX 77379
Email verified
Phone verified

2 Reviews

5.0

  • Howard G.

    Very friendly and very smartt! Highly recommend her!

  • DeShaun S.

    The willingness to continue to educate themselves on industry best practices.



Photos & Videos


FAQs


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

With a New Client, I prefer to have an initial consultation to access the needs/expectations of the client. I like to access the client's needs, as well as how my services can help them achieve their goals. 


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

I am an active CPA for 19 years, with 25 years of overall Accounting and Tax experience.

i stay updated with knowledge requirements with regular and relevant training.


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

I do not have a standard rate. My pricing depends on the services provided. However, I do have a VIP rate for long term customers with ongoing service needs.


How did you get started in this business?

I started my business out of the desire to help small businesses, individuals and churches. I have always worked professionally with public or non-profit organizations. It has afforded me the opportunity to obtain knowledge in a great deal of niche areas. My goal is to help small businesses and individual owners to understand and trust the accounting and finance function of their business. 


What types of customers have you worked with?

I have worked with --

Individuals

Small Business Owners

Churches and Other Non-Profit Agencies

Public Companies


Describe a recent event you are fond of.

I attended an Asset Protecton and Tax Strategy Seminar. A wealth of knowledge for Wealth Accumulation and Protection for Individuals, Families, and Business Owners. It was an eye -opening and knowledge driven event. 


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

Potential Customers should be clear and open when describing their financial needs and expectations for their business. 


What questions should customers think through before talking to pros about their needs?

What is your ultimate goal in hiring an Accounting/Tax Professional?

How hands-on do you expect to be in the process?

What is your current Accounting/Tax process?


Services offered

Tax Preparation Services Accountants Bookkeepers Business Tax Preparation CPA Firms Individual Tax Preparation Tax Accountants Translators