Financial Management Strategy Session

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We believe that our clients’ overall financial health is extremely important. As we are caring for the day to day transactions, making sure the bills get paid and the records are kept, it is important to have someone helping you to see the big picture. Even if you do not believe you are generating enough income or have enough savings to make a difference, it is important to know what small things you can do to begin. We vet our providers of Financial Management Strategies very carefully. They must have experience touching on all areas of financial planning including, but not limited to, insurances, real estate, investments, trusts, charitable giving, and entity structure. We want you to know the strategies so you will know when you are ready for them. Call 866.443.8879 ext. 4 to reach your account manager and schedule a session today.

 

– Jennifer Brazer, President, Complete Controller

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Testimonials
As an entrepreneur, whose sole purpose is to offer my clients creative solutions to essential business functions that often overwhelm small to mid size business owners, I am often searching for other such companies. Complete Controller has created tailored plans for my clients that will assist them with overcoming their ...

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Dawn SneedThe Olive Brand
My client used several bookkeeping services before finding Complete Controller. Complete Controller has been very nice work with and they have been extremely responsive. It is great to get good reporting and we are very happy with their work.

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I have been with Complete Controller for three years! You guys are so awesome, my dedicated team is on top of everything. I love getting my reports and my CPA has never been happier with the numbers. I recommend Complete Controller to all my colleagues and friends. If you are ...

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I enjoyed the work and really love the environment and structure of Complete Controller.

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Kelli Blount, CPA
CompleteController provides the bookkeeping and accounting solutions your Company needs.

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Angela Sales, CPA
Our client is extremely impressed with Complete Controller’s services!

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Thomas W. Kerl, CPAKerl and Co. CPA
I’ve tried other companies, I am glad to find something that works!

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Pam Schoelles, EASchoelles & Associates Inc.
The work product is very good, we really like the platform.

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Andrew Tran, CPA, MBA
No problems at all working with the good folks at Complete Controller.

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Darrell Ingram, CPA
So far so good! We’ve been working well with the Complete Controller team. On last year’s books, the client thought we had a discrepancy in revenue and your team double checked the income and it was perfect.

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Ralph Garrido, CPARalph J. Garrido & Associates, Inc.
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