0
Client Reviews
$650 to $
Project-Based Fee
$0
Minimum Annual Income
$0
Minimum Annual Revenue
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Business owners, CEOs, COOs, high net worth individuals, nonprofit organizations, government organizations, rural healthcare facilities, small business owners
Clients who wouldNOTbe a good fit
Only personal tax returns
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industries
Client Type
Services Offered
Service Pricing
Project-Based Fee
$650
Casey Peterson, LTD's Tech Stack
About Casey Peterson, LTD
At Casey Peterson, LTD, we know there's a real person behind every number. That's why we don't just crunch numbers: We build relationships.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
