Comprehensive financial management and record-keeping solutions streamline budgeting, tracking, and reporting to enhance organizational efficiency and decision-making.
This business has not claimed their page on Sam’s List.
5.0
Average rating
1
Client Reviews
What Our Clients Say
5.0
1 Client Reviews
Casey Smith
February 12, 2024
5.0
Experience working with James Leone
Jim and his team helped me navigate several difficult tax situations between the city of Philadelphia and New Jersey. Most importantly they helped me through the best way to limit my tax burden for both when relocating from New Jersey.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
James Leone's Tech Stack
About James Leone
Financial management and record-keeping solutions.
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 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.