With over 30 years of experience in accounting and financial consulting, I specialize in helping CEOs and business owners lower their cost of capital, improve cash flow, and enhance profit margins. My approach is personal, patient, consistent, and tailored to each client's unique financial landscape. 𝐋𝐞𝐭'𝐬 𝐭𝐚𝐥𝐤 𝐢𝐟.....✓ You receive inaccurate bookkeeping✓ You receive your financial reports frequently late✓ Your financial reports do not help you manage your business𝐈𝐧 𝐚𝐝𝐝𝐢𝐭𝐢𝐨𝐧 𝐭𝐨 𝐭𝐚𝐱 𝐩𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠, 𝐁𝐞𝐫𝐧𝐬𝐭𝐞𝐢𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐬:✓ Cashflow Planning: I help business owners with cashflow planning.✓ College Planning: I show my clients how to use savvy tax strategies to save for college. ✓ Retirement Planning: I dive into retirement planning with my clients. We’ll explore pre-tax pension plans, quarterly investments, and estimate how much you’ll need to retire as a senior.✓ Estate Planning: Estate planning protects business owners from the consequences of unpredictable tragedies. ✓ Tax Planning: I do everything in my power to help my clients bring their tax burden to a minimum.✓ Insurance Planning: I will consult with business owners about various types of insurance and their tax implications.Contact Us:☎️ (818) 997-8622 🌐 bernsteinfinancial.com