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ASSISTING PEOPLE
Accounting & Consulting – A long-view, big-picture approach to your life
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Money is a force in everyone’s life. The way we manage it can make all the difference in whether or not we achieve our dreams. We hope you’ll consider your EFP Group Certified Public Accountant (CPA) as your primary financial counselor or consultant, providing you with broad perspective on your financial picture.
Your first meeting with us should include a conversation about all aspects of your financial life – so we can help you harness your financial force.
If it’s a financial question, it’s a question for us. A short list of issues we can address:
- Setting short-term and long-term goals
- Reviewing household budgets, and whether you should use software to manage them
- Assuring access to all the professionals you need – investment planners, insurance agents, attorneys
- Reviewing your savings and retirement plan
- Advice on auto leasing vs. auto purchase
- Debt reduction strategies
- Handling money and matrimonial issues
- Alimony vs. child support
- The best ways to make charitable contributions
- Strategies for real estate ownership — and saving money through cost segregation
- How to handle your minority investments in businesses
- The best way to obtain financing for a major purchase
- Due diligence on a business or investment opportunity
Contact any of the following partners about accounting and auditing.
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