ACCOUNTING . TAX SERVICES . WEALTH MANAGEMENT
We do our best to meet the accounting and bookkeeping demands of small businesses which allows them to stay focused on what's important - running their business.
Bank loans, debt, interest and assets are essential elements of your business’s financial structure. A CPA can help you develop a powerful business plan, and then bring that plan to life with the proper options.
Our wealth manager starts by developing a plan that will maintain and increase the client’s wealth based on that individual’s financial situation, goals and comfort level with risk. After the original plan is developed, the manager meets regularly with clients to update goals, review and re-balance the financial portfolio, and investigate whether additional services are needed and with the goal of remaining in the client’s service throughout his lifetime.
As a small-business owner or manager, you have many responsibilities to ensure that your business is profitable and successful. But you don’t have to do it alone. That’s where a Central Wealth’s Certified Public Accountants (CPAs) can be an essential partner: A CPA can help you establish effective business operations and plan for profitability. In addition,
Read MoreHelping you towards financial independence. Email: info@central-wealth.com. Call us: (667) 303 0883