Outsourced CFO & Bookkeeping
Every hour spent agonizing over records, taxes, and payroll, costs money. Let us simplify your bookkeeping system, or even work as your CFO. Our experienced bookkeepers will identify problem areas, organize your finances and make recommendations to streamline your operations, so you can focus on what really matters – the success of your business.
“FINANCIAL FREEDOM IS A
MENTAL, EMOTIONAL AND EDUCATIONAL PROCESS.”
– Robert Kiosaki
We’re proud to be Ithaca’s premier financial services firm. Independent, local and experienced, specializing in a comprehensive financial planning, investing, insurance, and CPA and accounting services for families and businesses. Our clients hire us to be dedicated advocates of their dreams, helping them build and navigate successful financial futures, together.
Our “Whole Person” Approach
To make strategic financial decisions, many areas of your life should be taken into account. By considering your needs, goals, dreams and opportunities, we’re able to create unique and comprehensive solutions that are best for you. Our variety of specialists work together to ensure no outcome is unaccounted for.
Working with Fiduciaries
Your needs, goals and dreams are highly unique to you. You should have many options, but only one or two that best fit you. So why do some financial planners offer solutions that are merely suitable, but not best? As independent advisors, we are committed to only recommending the most beneficial solution for you.
We Love Our Local Community
Ithaca is our home, and we’re dedicated to its continuous improvement and progress. We value helping those in need, and frequently participate in highway clean-up, volunteer work, and founded The Strebel Fund for Community Enrichment, which has donated over $175,000 to the Ithaca community since 2008.