Investing does not happen in a vacuum. Our team must first create your financial statements, perform a risk assessment, project your lifetime income needs and review your tax picture before we invest. That is why every investment professional at CPA is first a Certified Financial Planner. More information can be found at the Allegheny Investment, Ltd. website.
We are fee-only investment advisors. Qualifier: We may use, on a rare occasion, a loaded share fund or charge a commission, but only if this is in your best interest and more affordable than a fee-only approach.
We meet with our clients a minimum of twice a year.
Let’s not underestimate the importance of keeping a reliable and accurate set of books. QuickBooks has provided several accounting software options over the years, such as desktop, enterprise, and online versions. It is no surprise that QuickBooks holds more than 95% of the accounting software market. The QuickBooks Online (QBO) version has proven to be one of the most integrated software options available.
How much is your business worth? At some point in time all business owners are faced with this question. There are also two corollary questions:
Cunningham Powell Alexander, A.C. is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.
Take a moment to...