Unbiased one-on-one expert financial advising for individuals and businesses in central Florida. Fixed upfront rates with no commission or financial products sales. There are not many like us, schedule today!
Our Services
With “Personal Financial Advise” services you get a one-time meeting with an accounting and tax professional (not to exceed 2 hours) who is experienced in personal and business finances. What to expect:
Current Personal Balance Sheet Statement (Draft Version) to better understand financial position and evaluate net worth.
Statement of Cash Flows (Draft Version) to investigate cash in/out movement and determine if there is an income or overspending issue.
Debt Evaluation and plan to reduce it as much as possible, ideally to ZERO in an specified amount of time based on preference.
Home Purchase Down Payment Saving Plan or Faster ways to pay mortgage.
Day-to-day savings advise and tax savings strategies if applicable.
***This service is ideal for individuals with no business involved, it can either be a wealthy individual with high net worth or a struggling family who is ready to break the cycle***
With “Small Business Finance Advise” services you get a one-time meeting with an accounting and tax professional (not to exceed 3 hours) who is experienced in personal and business finances. What to expect:
Current Business Balance Sheet Statement (Draft Version) to better understand financial position and evaluate net worth.
Statement of Cash Flows (Draft Version) to investigate cash in/out movement and determine if there is an income or overspending issue.
Debt Evaluation and plan to reduce it as much as possible, ideally to ZERO in an specified amount of time based on preference.
Asset and Liability Management
Day-to-day savings Advise.
Tax saving Strategies.
Employee Benefits.
Business Management Advise such as systems set-ups and customization
*** This service is ideal for small businesses with less than 250K is Gross Annual Sales***
With “Medium Size Business Financial Advise” services you get 2 meetings (not to exceed 3 hours per meeting) with an accounting and tax professional who is experienced in personal and business finances. What to expect:
Current Business Balance Sheet Statement (Draft Version) to better understand financial position and evaluate net worth.
Statement of Cash Flows (Draft Version) to investigate cash in/out movement and determine if there is an income or overspending issue.
Debt Evaluation and plan to reduce it as much as possible, ideally to ZERO in an specified amount of time based on preference.
Customized accounting systems and internal controls advise.
Day-to-day savings advise and tax savings strategies.
Employee Benefits and Retirement Planning
Risk Assessments in current and future operations
Possible Investments/new ventures/expansions
***This service is ideal for well established businesses with steady cash flow***
Schedule your appointment
Secure your financial future by scheduling an appointment with our expert Leya. She is ready to provide tailored insights and solutions to meet your unique needs.
Meet Leya
Tax Professional and Expert Accountant currently working towards CFP® certification.
With over 10 years of experience working with individuals and businesses of different industries and sizes, Leya has the experience and knowledge needed to advise on most of the day-to-day financial issues we encounter.
Let’s face it, we all want financial freedom, but how do we get there? Invest? Debt Free? More “investment” Debt?, Stocks? Real State? Everyone says something different, so which one is it? Honest answer: “it depends”
With Leya by your side you will not only find integrity but unbiased advise. Unlike most advisors, there is no commission based on financial products sold, rather a professional who truly has your back.