Kyle M. Long, Cpa

Kyle M. Long, Cpa Email and Phone Number

Financial planning, but better. Beyond the numbers - people & values 1st. @ Long Planning
Kyle M. Long, Cpa's Location
Greater Chicago Area, United States, United States
Kyle M. Long, Cpa's Contact Details

Kyle M. Long, Cpa personal email

n/a

Kyle M. Long, Cpa phone numbers

About Kyle M. Long, Cpa

I am a fee-only, fiduciary financial planner serving retirees and high income families, with clients in 14 states. I also provide personal tax return preparation and strategy services for ongoing financial planning clients.

Kyle M. Long, Cpa's Current Company Details
Long Planning

Long Planning

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Financial planning, but better. Beyond the numbers - people & values 1st.
Kyle M. Long, Cpa Work Experience Details
  • Long Planning
    Founder And Financial Planner
    Long Planning Sep 2019 - Present
    Geneva, Illinois, Us
    Long Planning is a fee-only and fully virtual financial planning firm. Here's how I'm different:-Values - I take the time to get to know who you are and what's important to you before making any recommendations or building out strategies. -Fee-Only - I sell no products and make no commissions or hidden fees. -Fiduciary - I'm obligated to act with your best interest in mind at all times. -No Account Minimums - I make providing financial advice accessible.-Fully Virtual - get advice from anywhere, with clients across the country.-Tax Focus - I utilize my tax experience and expertise to help you save taxes while maximizing your savings and goals.
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  • A/E Clarity Consulting And Training, Llc
    Audit Manager
    A/E Clarity Consulting And Training, Llc Aug 2020 - Sep 2021
    Lake Placid, Fl, Us
    Responsible for managing and coordinating dozens of audits and consulting engagements for A/E firms ranging from <$1M of annual revenues and a few employees to $500M+ of annual revenues and thousands of employees.
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  • A/E Clarity Consulting And Training, Llc
    Audit Senior
    A/E Clarity Consulting And Training, Llc Jun 2018 - Aug 2020
    Lake Placid, Fl, Us
    View
  • Onpath Financial Llc
    Financial Planner
    Onpath Financial Llc Jan 2017 - May 2018
    St Charles, Illinois, Us
    View
  • Somerset Cpas, P.C.
    Staff Auditor, Construction And Engineering Team
    Somerset Cpas, P.C. Oct 2014 - Oct 2016
  • Apartments.Com
    Finance Intern
    Apartments.Com May 2013 - Aug 2013
    Atlanta, Ga, Us
    As Finance and Accounting Intern at Apartments.com, I performed month end responsibilities, such as performing journal entries, general ledger account reconciliations and the reviewing and coding of invoices to be processed by the accounts payable department.I directly reported to the CFO and assisted the finance team in estimating future expenses and building out the 5 year budget forecast for review by executive leadership.In addition, I generated an extensive cancellation analysis project on all canceled customers from 2013. I analyzed the amount of revenue, cancellation reasons, representative to customer communication, lead information and time online per customer. I then took all of this data and assembled an executive summary for review by the executive management team.
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  • Cars.Com
    Intern
    Cars.Com Jun 2012 - Sep 2012
    Chicago, Illinois, Us
    At Cars.com, I worked on the Inside Sales Team, where I conducted sales and retention calls in open territories and presented internal presentations within the company on ongoing projects.In addition, I developed an automated commission calculator for the entire sales team using Excel and assisted management in budgeting, forecasting and sales revenue analytics and data mining through Salesforce.
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Kyle M. Long, Cpa Skills

Leadership Team Building Powerpoint Social Media Public Speaking Salesforce.com Urban Sociology Sales Cold Calling Event Planning Intercultural Communication Photoshop Data Analysis Blogging Forecasting Communication Team Leadership Outlook Facebook Microsoft Office Professional Communication Microsoft Word Microsoft Excel Social Networking Marketing Time Management Customer Service Social Media Marketing Budgets Business Strategy Teamwork Research Problem Solving Recruiting Spss Indesign Access

Kyle M. Long, Cpa Education Details

  • Taylor University
    Taylor University
    Magna Cum Laude

Frequently Asked Questions about Kyle M. Long, Cpa

What company does Kyle M. Long, Cpa work for?

Kyle M. Long, Cpa works for Long Planning

What is Kyle M. Long, Cpa's role at the current company?

Kyle M. Long, Cpa's current role is Financial planning, but better. Beyond the numbers - people & values 1st..

What is Kyle M. Long, Cpa's email address?

Kyle M. Long, Cpa's email address is kl****@****pas.com

What is Kyle M. Long, Cpa's direct phone number?

Kyle M. Long, Cpa's direct phone number is +163058*****

What schools did Kyle M. Long, Cpa attend?

Kyle M. Long, Cpa attended Taylor University.

What are some of Kyle M. Long, Cpa's interests?

Kyle M. Long, Cpa has interest in Children.

What skills is Kyle M. Long, Cpa known for?

Kyle M. Long, Cpa has skills like Leadership, Team Building, Powerpoint, Social Media, Public Speaking, Salesforce.com, Urban Sociology, Sales, Cold Calling, Event Planning, Intercultural Communication, Photoshop.

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