5.0
Average rating
1
Client Review
$500 - $10,000
Monthly Fixed Fee
N/A
Minimum Annual Revenue
N/A
Minimum Annual Income
What Our Clients Say
5.0
1 Client Review
Rahul Mehta
February 12, 2024
5.0
Experience working with Purewater Financial
without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Payroll Services
✔ Tax Preparation
✔ Business Tax Preparation
✔ Individual Tax Preparation
✔ Tax Planning & Strategy
✔ Tax Resolution & IRS Representation
✔ Post-Merger Integration Support
✔ Mergers and Acquisitions
✔ Cash Flow Management
✔ Budgeting & Forecasting
✔ Business Formation
✔ Business Valuations
✔ Fractional CFO Services
✔ Sales Tax
✔ Due Diligence
✔ Accounts Payable/Receivable
✔ International Tax Services
Our Ideal Client Profile
Individuals, business owners, investors, international business owners, and people looking to work within a system and develop a relationship with their financial services provider.
Behind The Scenes At Purewater Financial
Tax Services Pitch Deck
Tax Return Preparation, Planning, and Strategy Services Offering Pitch Deck
Virtual CFO Services Pitch Deck
Virtual CFO Services Offering Pitch Deck
Accounting/Bookkeeping Pitch Deck
Accounting & Bookkeeping Services Offering Pitch Deck
Cryptocurrency Services Pitch Deck
Cryptocurrency Services Offering Pitch Deck
Other Financial Services Offering Pitch Deck
Business Development, Financial Consultancy and Other Financial Services Offering Pitch Deck
Custom Services Pitch Deck
Custom & White-Label Services Pitch Deck
Transparent Pricing
Annual Tax Return Preparation
$2,000 - $15,000 Annual Fixed Fee
Individual, Business, Partnership, S-Corporation, Corporation, International Tax Returns, etc.
Monthly/Quarterly Bookkeeping and Tax Services
$500 - $10,000 Monthly Fixed Fee
Bookkeeping, Payroll, Quarterly Tax Payment Calculation, etc.
Virtual CFO Services
$1,500 - $15,000 Monthly Fixed Fee
Full-suite Virtual CFO offering, providing accounting, tax, bookkeeping, and planning services
Tax Planning/Strategy; Financial Statement Consultation, Compilation, & Opinion; Business Development/Formation; and Other Ad Hoc Financial Services
$500 - $250,000 Project-Based Fee
All other accounting, tax, and financial services
Purewater Financial's Tech Stack
About Purewater Financial
We offer financial services in the realm of tax, accounting, business development, and business formation, along with advisory and consultancy services.
Contact Us
Click on the link below to book an appointment today
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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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.
