CPA Owned & Operated
Tax Preparation
Bookkeeping
Cedar Elm Financial ServicesCustom-tailored bookkeeping and tax services for businesses, freelancers, & entrepreneurs that need more value from business financials and more insights into tax savings
You’re monthly financials should be timely, correct, & provide actionable insights
You’re taxes should be filed on time, and you should be confident that you are getting every deduction
You need an accountant that is focused on partnering with you for scaling success, and has a passion to execute
Licensed CPA
10 Years Bookkeeping & Tax Experience
QuickBooks ProAdvisor
Financial strategies for the present and future
Dealing with your accountant should be a positive experience that provides you with valuable insights into your business & the personal wealth that you work hard to build.
Financial statements that are late, generic, & not tailored to your business will not provide actionable insight or value
Late or incorrectly filed taxes create losses & headaches that take focus away from scaling your business
Accountants that do not understand current automation technology shifts put unnecessary burdens on you
Dealing with an accounting firm that has a revolving door of employees with no cooperative strategy?
If any of these situations sound familiar, you and your business could benefit from better execution
Meet your new CPA. With 10 years combined bookkeeping & tax experience, I help set-up & convert business owners with actionable strategies to grow their business & their wealth
Cedar Elm clients get:
Access to Your Own CPA
Reliable, trustworthy, & dependable advisory for all clients
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Reliable, trustworthy, & dependable advisory for all clients 〰️
Tax Insights & Analysis
Personalized for each business & individual
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Personalized for each business & individual 〰️
Financials with Value
Custom financials tailored to your business with KPIs
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Custom financials tailored to your business with KPIs 〰️
Growth Partnership
Tech forward aligned to automate, simplify, & eliminate errors
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Tech forward aligned to automate, simplify, & eliminate errors 〰️
Let’s grow your business & your wealth the right way
Build it
Do it
Grow it
BOOK YOUR CALL NOW
No hassle, no pressure, no pitch. I’d love to discuss your business or tax planning with you and see if Cedar Elm would be a good fit. We can look over your most recent financials, identify opportunities, strategize your growth, and identify opportunities to help you achieve success.
It’s a free 30-minute session one on one with a CPA.