Financial Consulting Services

Leaf & Cole, LLP and our team of tax and accounting professionals provide you with innovative solutions to your personal financial and business needs. Tax planning and compliance, cash flow management, budgeting, software selection, and management advisory services are but a few of the areas with which we can assist you in reaching your maximum potential.

Additionally, Leaf & Cole, LLP guides small and medium-sized businesses in the selection and implementation of their accounting software. We will design your accounting system to provide you with the information you need to make management decisions. In addition to being QuickBooks Professional Advisors, we are available to consult on a diverse number of software applications.

We also provide retirement and investment planning solutions, which include risk analysis, estate planning in coordination with your retirement needs, and portfolio accounting services. As an established full-service accounting firm, we provide the following:

Management Advisory Services
Estate and Retirement Planning
Preparation of Compiled or Reviewed Financial Statements
Bookkeeping consulting, as QuickBooks Professional Advisor
Portfolio Accounting
Litigation Support
Trustee Services