Simon Hase, Cpa

Simon Hase, Cpa Email and Phone Number

Tax Planning CPA & Founder | Proven systems to more profits and less taxes @ Kaufmann Advisors
Simon Hase, Cpa's Location
San Francisco, California, United States, United States
Simon Hase, Cpa's Contact Details

Simon Hase, Cpa work email

Simon Hase, Cpa personal email

n/a
About Simon Hase, Cpa

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/

Simon Hase, Cpa's Current Company Details
Kaufmann Advisors

Kaufmann Advisors

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Tax Planning CPA & Founder | Proven systems to more profits and less taxes
Simon Hase, Cpa Work Experience Details
  • Kaufmann Advisors
    Certified Public Accountant
    Kaufmann Advisors 2013 - Present
    San Francisco, California, Us
    - Strategic tax planning for profitable companies and their owners- CFO services to help business owners better manage their finances and cash flow- Provide tax preparation, tax planning and tax compliance services- International services for entrepreneurs investing in the US
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  • Startup America Partnership
    Volunteer Mentor
    Startup America Partnership 2013 - 2018
    - Mentoring in general accounting, business and tax strategies for startups and entrepreneurs- Free classes in QuickBooks and accounting
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  • Hilliard Management Group
    Outsourced Cfo Services
    Hilliard Management Group 2008 - 2013
    Lafayette, California, Us
    - Advise business owners on their cash flow and future projections- Explain financial reports and how they affect the company and clients' goals- Manage and train junior staff to ensure quality performance - Provided nationwide training seminars to thousands of small business owners
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  • Sf Small Business Development Center
    Certified Business Advisor
    Sf Small Business Development Center 2008 - 2012
    Washington, Dc, Us
    As an SBA partner organization, the SBDC exists to provide free consulting and educational courses to help business owners become more successful in managing their business. As a SBDC Advisor, I taught accounting, small business tax and QuickBooks workshops at the SBA classroom in San Francisco.
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  • Bni Civic Center San Francisco
    President
    Bni Civic Center San Francisco 2008 - 2012
    - Member and president of one of the most successful chapters of BNI: San Francisco Civic Center Chapter - BNI (Business Networking International) is a referral and networking organization where members help each other through introductions to other people that may need their services - The Civic Center chapter had a very selective membership process which resulted in it having one of the highest amounts of revenue per member generated from referrals
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  • Consulting
    Management Consultant
    Consulting 2002 - 2008
    Freelance Consulting & Small Business Management - Worked directly with CEOs and CFOs in various accounting capacities on short-term assignments - Managed business accounting and financial information - Helped businesses grow by implementing marketing plans and developing referral networks - Created relationships nationally and internationally in order to increase sales

Simon Hase, Cpa Skills

Financial Analysis Small Business Accounting Quickbooks Start Ups Financial Accounting Management Management Consulting Leadership Auditing Strategic Planning Strategy Entrepreneurship Financial Reporting Tax Advisory Tax Business Planning Sales Tax Accounting Business Tax Planning Tax Preparation Training Internal Controls Gaap Business Analysis Business Process Improvement Sales Tax Public Relations Bookkeeping Strategic Financial Planning Cash Flow Personal Tax Planning Cash Flow Forecasting Medium Business Corporate Budgeting Employee Training Military Experience Financial Planning Income Tax

Simon Hase, Cpa Education Details

  • California State University, Chico
    California State University, Chico
    Financial Management; International Economics
  • Defense Language Institute Foreign Language Center
    Defense Language Institute Foreign Language Center
    Serbian/Croatian

Frequently Asked Questions about Simon Hase, Cpa

What company does Simon Hase, Cpa work for?

Simon Hase, Cpa works for Kaufmann Advisors

What is Simon Hase, Cpa's role at the current company?

Simon Hase, Cpa's current role is Tax Planning CPA & Founder | Proven systems to more profits and less taxes.

What is Simon Hase, Cpa's email address?

Simon Hase, Cpa's email address is si****@****dmg.com

What is Simon Hase, Cpa's direct phone number?

Simon Hase, Cpa's direct phone number is +141526*****

What schools did Simon Hase, Cpa attend?

Simon Hase, Cpa attended California State University, Chico, Defense Language Institute Foreign Language Center.

What skills is Simon Hase, Cpa known for?

Simon Hase, Cpa has skills like Financial Analysis, Small Business, Accounting, Quickbooks, Start Ups, Financial Accounting, Management, Management Consulting, Leadership, Auditing, Strategic Planning, Strategy.

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