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financial consulting


We are dedicated to helping our clients identify opportunities for improvement, plan and execute initiatives and evaluate their financial situation.  We are here to help. We specialize in providing quality financial services to individuals and the business community. We offer comprehensive life events planning and business, tax, and investment strategies and guidance.

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Life Events Planning - We offer sound, expert advice on a variety of financial situations that individuals are likely to encounter over their lifetimes. The broad range of topics includes everything from buying a house to improving your retirement.

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Business Strategies - We provide valuable guidance for new business start-ups, tax planning, and consultation services for our clients’ business operations through every stage of a company’s growth.

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Investment Strategies - We provide general, non-controversial information on various forms of investments and their tax benefits. (We do not recommend specific investments).

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Tax Strategies - We offer information on suggested tax-savings opportunities that clients can implement immediately.

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Temporary Accounting Services - If you have a short term need for accounting services, we offer excellent temporary accounting services that can help you. Temporary accounting is perfect for businesses that may be a little short-staffed and need accounting help during any busy time of the year. The next time you have a need for temporary accounting services, contact us!

 

© 2023 Brady & Company, CPA's  |  Site design by LECK INC.

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Privacy Policy - CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

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Types of Nonpublic Personal Information We Collect - We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

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Parties to Whom We Disclose Information - For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

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Protecting the Confidentiality and Security of Current and Former Clients’ Information - We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

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Links to Third Party Websites - For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

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