The Five Steps of Financial Planning
Our Certified Financial Planners™ (Jason Bolen and Jim Alexander) will take you through the financial planning process with the knowledgeable and experienced professionals. Experience counts. When we established our family office in 2001, CPA provided the first fee-based platform in Morgantown, W.V. We continue to be the leaders in financial planning.
Our planners carry a dual designation - Certified Public Accountant and Certified Financial Planner™ - to bring the best training, education and experience to the planning table.
We not only run comprehensive plans, but we monitor and back-test our plans to measure your financial success. You are asked to update your plans on an annual basis.
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.