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CPA on Fire - 3Wealth System: Maximize Profits, Minimize Taxes | Bookkeeping, Mergers and Acquisitions, Tax Preparation

CPA on Fire - 3Wealth System: Maximize Profits, Minimize Taxes

FOUNDING YEAR
2012
NUMBER OF EMPLOYEES
21 - 50 employees
CREDENTIALS
CPA
LOCATION
-
SUPPORT
Dedicated Staff
SOFTWARE
CPA on Fire - 3Wealth System: Maximize Profits, Minimize Taxes
Your dedicated financial team is here to transform your business objectives into a comprehensive financial strategy. We hold monthly meetings to collaborate with you in enhancing your financial achievements. Our innovative 3Wealth System is designed to help you develop a sustainable financial plan, effective tax strategy, and wealth-building approach. With experience from top-tier firms, we offer tailored solutions for ambitious entrepreneurs like you.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
$200,000

Services Offered

Client Specialties

Service Pricing

Monthly Fixed Fee
$2,500 to $20,000
Annual Fixed Fee
$3,500 to $20,000

Client Type

Clients who would be a good fit

Growing 7 figure business owners / entrepreneurs

Clients who wouldNOTbe a good fit

Construction / E-commerce / inventory based
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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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
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