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Lakepointe CPA |

Lakepointe CPA

FOUNDING YEAR
2022
NUMBER OF EMPLOYEES
⚠️Less than 10
LOCATION
-
SUPPORT
Dedicated Staff
SOFTWARE
Lakepointe CPA
I am a full-service, solo tax, accounting, bookkeeping and advisory practice out of Grosse Pointe, Michigan. I work with individuals and small businesses to keep their books up to date and taxes handled so they can focus on their business. I work as a partner with my clients, collaborating in any way that they require in order to reach the best outcome and have the most comfort with their financial and business situation.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Type

Clients who would be a good fit

My clients are regular taxpayers who want to be sure they are filing tax returns correctly and optimizing their taxes. For small business owners, I help with bookkeeping as a QBO ProAdvisor, as well as tax advisor and resource for general business questions.

Clients who wouldNOTbe a good fit

I do not work with clients that do not value collaboration and tax planning as part of the annual process.
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.
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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