5.0
Average rating
1
Client Reviews
$100 to $5,000
Monthly Fixed Fee
What Our Clients Say
5.0
1 Client Reviews
Rahul Mehta
February 12, 2024
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
✔ Accounts Payable/Receivable
✔ 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
Our Ideal Client Profile
Small business owners, investors, people looking to work within a system and develop a relationship with their financial services provider
Behind The Scenes At Purewater Financial
Virtual CFO Offering Playbook
Tax Compliance and Planning Services Offering Playbook
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.
