WHY DO I NEED THE ADVISORY PACKAGE?
If all we do is focus on filing a tax return, we miss out on opportunities for people to make small changes that can have big results.
We are looking to be professionally curious and take a strategic look at each clients situation.
Then depending on your goals and priorities we will match you up with the right strategy to get you there as quickly as possible. We take a continuos strategic look at your situation to find small changes that can have big results.
HOW MUCH DOES IT COST?
We do things different than your average CPA. The tax return is not the end goal.
The tax return is the finish line of implementing the advice and making sure the strategies that we are putting in place get carried through and reported correctly so the client can benefit from them on their tax return.
The cost depends on the complexity and a variety of factors. We can’t throw out a price without knowing what is involved.
CAN YOU JUST PREPARE MY TAXES?
For new clients, no. We want to make a bigger impact on our world and just preparing your taxes without the advisory part of our services does not allow us to help you in a bigger way.
We look at our clients individual situation and understand your goals and priorities to help you reach your goal through our advice and strategies.
Let us lay the groundwork to help you identify and implement the ideas that really move the needle in a significant way for you and your business.
“We've used Joshua for a number of years now and find him to be very thorough and excellent as our accountant for businesses and personal taxes, as well. I highly recommend him.”
"Since working with Josh I've doubled my annual revenue and have strategic plans in place to reach my personal and professional goals. Excellent advice and timely with responses to questions! I highly recommend Joshua A Jordan if you're looking for a CPA who cares about your small business."
"All of my clients that I have referred to Josh have been very pleased with the services that he offers. Joshua is very thorough and utilizes strategies that not every CPA has knowledge of or is willing to take the time needed to employ. He's also a humble, likable individual!"
CASCADE FINANCIAL STRATEGIES
are we a good fit for you?
We look at your situation throughout the year so we can make changes before it’s too late.
Take the quiz to learn how we can help you move the needle in your business:
“I want to make a lasting impact with the work I’m doing.
My goal is to lay the groundwork that allows us to help you identify and implement the ideas that really move the needle in a significant way for you and your business.
When we work with small businesses we can see the impact of our work on our community.”
– Joshua Jordan, CPA