Financial Umbrella LLC
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Specialties
Service Pricing
Project-Based Fee
$195
Annual Fixed Fee
$195
Monthly Fixed Fee
$195
Client Type
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
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.
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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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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.
