0
Client Reviews
$650
Project-Based Fee
N/A
Minimum Annual Revenue
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Business owners, CEOs, COOs, high net worth individuals, nonprofit organizations, government organizations, rural healthcare facilities, small business owners
Clients who wouldNOTbe a good fit
Only personal tax returns
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industries
Client Type
Services Offered
Service Pricing
Project-Based Fee
$650
Casey Peterson, LTD's Tech Stack
About Casey Peterson, LTD
At Casey Peterson, LTD, we know there's a real person behind every number. That's why we don't just crunch numbers: We build relationships.
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:
2 Client Reviews
"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE. Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
2 Client Reviews
"I've had the privilege of working with Jace long before he founded Ursa Consultants. His extensive experience as a fractional CFO, combined with his work with hundreds of startups, equips him with a deep well of knowledge to address each client’s unique needs. What truly sets Ursa apart is their personalized approach. Jace and his team genuinely care, rolling up their sleeves to tackle your challenges head-on. They offer a full spectrum of services, from accounting and tax to strategic financial guidance, ensuring comprehensive support for your business."
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.
