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Client Reviews
$195
Project-Based Fee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Service-based small businesses, entrepreneurs, solopreneurs, and service providers are our specialty. Additionally, we welcome both personal and business clients seeking tax relief services.
Clients who wouldNOTbe a good fit
I may not be the best fit for those with straightforward W-2 income, foreign earned income, or expatriate returns. I also do not work with product-based small businesses, only service-based.
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
$195
Annual Fixed Fee
$195
Monthly Fixed Fee
$195
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Financial Umbrella LLC's Tech Stack
About Financial Umbrella LLC
Financial Umbrella's extensive range of financial services caters to service-based businesses, creators, and entrepreneurs alike. From tax planning and filing to precise accounting and bookkeeping, and even expert business formation services, I've got you covered. With me, you'll gain access to a dedicated professional who is passionately committed to your financial success, all at a cost that fits your budget seamlessly.
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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3 Client Reviews
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"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
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"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
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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 our Terms of Service.
