Over the last 15 years, my mission has been to help business owners understand their financial information, make better decisions. and reach their goals faster.I started Kaufmann Advisors in 2012 after a few years working in the accounting field because I knew there was a better way to provide accounting services and tax advice. Before becoming a CPA, I worked in the real estate industry prior to the crash of 2008. I loved being part of building things, making deals and having a forward-looking mindset. However, I also saw a lot of people get bad advice and get talked into bad financial and business deals. I realized I could do my part to change that by becoming a more proactive adviser and eventually creating a service and systems to truly make a positive impact. In my firm, I've developed two results-oriented systems of how we work with our clients:• the Tax Advisory System• the CFO Success SystemHow we do it:• Create a custom tax strategy plan for you, upfront• Analyze over 150 strategies to see what works for you• Create an initial business financial assessment• Analyze your business profit drivers and cash flow drivers• Take action to implement tax & business strategies• Ongoing meetings throughout the year• Ongoing support & accountabilityWho we work with:• Businesses that have a target of or already are above $1 million in annual revenue• Contractors• Attorneys• Real Estate Investors• Manufacturers• Technology & IT companies• Other service-based businessesResults:• Helped a Real Estate Agent with $300k in revenue save $53,008 in taxes• Helped a Software Design company with $1.4 million in revenue save $69,680 in taxes• Helped an Advertising Sales company with $3 million in revenue save $196,217 in taxes• Helped a Consulting Business with $1.2 million in revenue save $276,964 in taxes If you want to learn more about your business financial metrics and how much you’re overpaying in taxes, check out our website or click the link in my bio to schedule a Free Financial Assessment.Learn more about how we work with you:→ GO HERE: https://kaufmannadvisors.com/
Listed skills include Financial Analysis, Small Business, Accounting, Quickbooks, and 35 others.