Lakepointe CPA
I help small business owners and high net worth individuals understand their books, grow their business, and be pro-active about tax planning.
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Client Reviews
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Minimum Annual Income
$0
Minimum Annual Revenue
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Lakepointe CPA's Tech Stack
About 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.
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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