Investing does not happen in a vacuum. Our team must first create your financial statements, perform a risk assessment, project your lifetime income needs and review your tax picture before we invest. That is why every investment professional at CPA is first a Certified Financial Planner. More information can be found at the Allegheny Investment, Ltd. website.
We are fee-only investment advisors. Qualifier: We may use, on a rare occasion, a loaded share fund or charge a commission, but only if this is in your best interest and more affordable than a fee-only approach.
We meet with our clients a minimum of twice a year.
As a business owner you need to know how your business is performing. Both in comparison to prior years and to your competitors. With this data in hand changes can be made to your business resulting is a significant increase to your bottom line.
Transitioning to Cunningham Powell Alexander, A.C. doesn’t have to be a hassle for your business. At CPA, we have specialists who are trained and qualified to help get you through that process with our onboarding program, so you don’t have to deal with the confusion and frustration of integrating your data into our CPA ecosystem. Not all accounting firms have an onboarder to help you through this process.
Let’s not underestimate the importance of keeping a reliable and accurate set of books. QuickBooks has provided several accounting software options over the years, such as desktop, enterprise, and online versions. It is no surprise that QuickBooks holds more than 95% of the accounting software market. The QuickBooks Online (QBO) version has proven to be one of the most integrated software options available.