The Five Steps of Financial Planning
Our Certified Financial Planners™ (Jason Bolen and Jim Alexander) will take you through the financial planning process with the knowledgeable and experienced professionals. Experience counts. When we established our family office in 2001, CPA provided the first fee-based platform in Morgantown, W.V. We continue to be the leaders in financial planning.
Our planners carry a dual designation - Certified Public Accountant and Certified Financial Planner™ - to bring the best training, education and experience to the planning table.
We not only run comprehensive plans, but we monitor and back-test our plans to measure your financial success. You are asked to update your plans on an annual basis.
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...