Financial Partners, LLC.

Licensed

$150/hour

Estimated price

Select a service

Zip code

Annual income

Entity type

Accounting needs

Responds in about 3 hours

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About

Financial Partners LLC - “Your Trusted Partner to help you plan your financial future” We provide fractional CFO services, comprehensive accounting, tax preparation, and strategic consulting services for individuals and businesses. Our team specializes in personalized tax strategies, financial planning, and business advisory solutions designed to help clients control their finances. Remote CPA — Serving clients in all states. Engagement Letters provided to all clients: Federal, State (e-filed) and Local Returns, if applicable, for Individuals start at $550 and Businesses start at $750. Other engagements tailored to customer requirements. Schedule a free no-obligation consultation with an advisor today.

Overview

Hired 13 times

Serves Harleysville, PA

Background checked

License verified

1 employee

3 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, and Credit card.

Social media

Facebook, Twitter

Credentials

License verified

Investment Adviser Representative

License state: PA

Background checked

Passed by Michael Makaila on May 29, 2024.

Services offered

Accounting needs

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Good 4.3

6 reviews

5

83%

4

0%

3

0%

2

0%

1

17%

Read reviews that mention:

Joseph R.

May 5, 2025

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Hired on Thumbtack

Accounting

Alex F.

Jul 2, 2024

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Hired on Thumbtack

Accounting

Matt H.

Aug 12, 2024

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Hired on Thumbtack

I needed financial projections done quickly. They were very attentive, ensuring my full satisfaction. They made sure everything was done right and on time.

Accounting

Christopher P.

Jul 10, 2024

•

Hired on Thumbtack

Michael took the time to listen to my complex situation and provide thoughtful planning and insights. His manner is easy and thorough. I was so impressed with his personal and professional style that I requested to retain his services again in the future.

Accounting

James Y.

May 29, 2024

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Fees are based on level of services provided. Discounts are available for senior citizens and military personnel.
What is your typical process for working with a new customer?
Typical process is to understand our clients needs, provide a cost estimate to potential clients (engagement letter, if required, based on level of service to be provided) to make an informed decision as to whether or not to move forward.
What education and/or training do you have that relates to your work?
See profile or visit our website listed in our profile for more information.