Cole Cpa Group

WHO I AM: I’m Lenard (Len). 25 years ago, embarked on a career in the financial services industry to satisfy my own itch to learn more about investing. During that time, I branched out and earned multiple designations, such as the Certified Financial Planner’s (CFP) designation, the Chartered Professional Accountant (CPA, CGA) designation and The Profit First Professional’s Advanced Certificate. In 2019 I was being pulled in multiple directions, and not being able to do justice to any one of them. I made the decision to focus on profit advising, accounting, taxation and financial planning for businesses and individuals. TODAY I’m a: • Trusted Advisor providing strategic planning and becoming a integral part of my clients business structure. • Speaker on topics pertaining to profit first, accounting, taxation, and planning • Focused Advisor helping small and medium businesses take that next step on their path to success • Chartered Professional Accountant (CPA, CGA) working with businesses and individuals to help them plan for the future WHAT I DO: As the principal of Cole CPA Group, I turn numbers into meaningful information, that can help you achieve: • Great profits • More sales and revenue • Reduced expenditures • Understanding of your business and situation • A compass to choose the next direction to take HOW IT WORKS: We provide you, not only, with the required compliance documents, such as Balance Sheets, Income Statements, Tax Returns, etc. but we also work with you to determine what reports and information you need to make the best decisions possible in a timely manner. We take the time to help you plan for the future and help you to reach the goals and dreams that you have. NEWSLETTER: Make sure to sign up for my newsletter to keep up to date on important updates and changes in the marketplace as well as notifications on due date and