SBW Financial, LLC
Branford
Branford
CPA/MBA with individual/business tax, business consulting, and financial modeling experience. My passion is helping people achieve their financial goals and I cannot wait to assist in accomplishing yours.
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What kind of accounting services do you provide?
Individual/business tax planning and preparation, business strategy consulting, financial modeling, CFO consulting, accounting system setup
Why is it so important for businesses to hire a great accountant?
A great accountant provides businesses and individuals insight into all the financial factors related to decision making. Without that support, your biggest risk is not being aware of what you may not know or understand fully. Simply, a great accountant is a crucial member of the team to develop well-formed and educated decisions for yourself or your business.
What do you love most about your job?
Helping small business owners and individuals achieve their dreams of financial freedom
What inspired you to start your own business?
The desire to make a difference in your dreams and goals
Why should our clients choose you?
Legitimately wanting you to succeed and be able to play a small role in helping you get there. CPA credential is a helpful tool, but it comes down to personal connections and understanding your goals. That is who we are and will be.
Business Consulting
Working for yourself or running a small business can offer tremendous opportunities and successes, however, it may also provide some headaches in the process. Some of which may be: tracking operating income/expenses, Accounts Receivable/Accounts Payable, managing taxes, and analyzing trends to identify strengths and weaknesses. With our experience and knowledge, we can help alleviate these headaches.
Business Taxes
In the ever changing U.S. tax environment, people are left with questions as to how the latest tax laws will impact their wallet. As a local small business, we are available to offer a helping hand all year-round. We assist with quarterly filings and offer insight throughout the year to minimize your tax burden.
Personal Taxes
Offering full-service individual tax preparation services for federal, state, and local taxes. We will work with you to maximize your refund while making sure to answer all of your questions along the way. We also provide e-filing to minimize the time you spend waiting for your refund.
Financial Budgeting
Being able to appreciate your life's joys and hobbies shouldn't have to come at the cost of financial suffering. It is all about finding that balance between spending and savings that works with your lifestyle. In order to discover that balance, it takes time and effort to identify spending trends compared to household income.
We are here to provide insight and analysis on how to find that financial balance and ensure long term financial health.
