
FINANCIAL
PLANNING | ACCOUNTING & BOOKKEEPING | TAX PREPARATION
FINANCIAL PLANNING
At Criser, Gough and Parrish,
we employ a strategic process to ensure we provide you with
the best and most personalized service possible. This process includes:
- Initial Client Interview – We
get to know you and your financial goals so you feel
comfortable with our staff
and services.
- Tax preparation – We
prepare and complete your tax return accurately and as
fast as possible.
- Personal
financial audit – We will create a detailed
background of your financial status to develop a solid
base for your financial planning strategies.
- Wealth management
and retirement goal outlining – We
understand your current and future financial planning
needs and goals, highlighting any special services you
may require.
- New business startup interview – We
get to know your goals for your current and future financial
planning
needs,
helping to create a foundation for assisting you with
reaching future tax, compensation, retirement and marketing
goals.
- Returning client interview – We
ensure that any changes in your tax, operation and marketing
status
are
always included
in our financial planning strategy for you and your business.
- Project surveying – We make
sure we clearly understand what you need and what assistance
you require so we can
provide a detailed and complete estimation of time and
costs.
We also offer personal financial planning, through services
such as:
- Personal financial audit
- Personal
financial statement
- Preference discovery for wealth
building
- Stage of life planning
- Single woman
planning
- Wealth management
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