James Leone
Comprehensive financial management and record-keeping solutions streamline budgeting, tracking, and reporting to enhance organizational efficiency and decision-making.
This business has not claimed their page on Sam’s List.
What Our Clients Say
5.0
1 Client Review
Casey Smith
February 12, 2024
5.0
Experience working with James Leone
Jim and his team helped me navigate several difficult tax situations between the city of Philadelphia and New Jersey. Most importantly they helped me through the best way to limit my tax burden for both when relocating from New Jersey.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Jim and his team helped me navigate several difficult tax situations between the city of Philadelphia and New Jersey. Most importantly they helped me through the best way to limit my tax burden for both when relocating from New Jersey. ", "author": "James Leone", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
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.
You may be interested in:
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Purewater Financial
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
Nimbl
26 Client Reviews
"Fast and great service. I would highly recommend based on the price."
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
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.
