Drowning in a Sea of Numbers when you should be running the Ship? As a business owner you face a wealth of challenges. The demands on your time often see you immersed in day-to-day problems. It's easy to end up putting out fires rather than creating a business that works. QuickBooks - Cleaning up your QuickBooks Files so you have the the up to date reports you need to run a more profitable business.
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A Discovery Call is a 15 minute chat where we'll learn a bit about your business and understand what's working well, what challenges you're facing right now and whether we would be a good fit and can help you overcome those challenges. After you've clicked 'submit', you can book the appointment directly into our calendar right now, at a time that best suits you.
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Tracy Cobb has been a practicing CPA since 1987. He began his CPA career at a regional CPA firm in Portland Oregon where he specialized in helping individuals, & small businesses decrease their tax burden and grow their business. Bob Raimondo, a graduate of Fairfield University and Boston College Law School, has over fifteen years of experience in wealth management and estate planning. After practicing law, he joined Boston South Financial Group; a financial planning firm located in Boston's south shore.
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