Leading Financial Services, Inc. Algonquin
Ageras rating star
0 / 5 stars 0 reviews
Leading Financial Services, Inc. Algonquin
Ageras rating star
0 / 5 stars 0 reviews

About

We are a full-service accounting and tax company. We offer services for both businesses and individuals, including: accounting/bookkeeping, budgeting, cashflow management, payroll, profit strategies, tax preparation, tax planning, and tax resolution. We pride ourselves in being partners with our clients. We care about your finances just as much as you do!
English

FAQs

Why do customers choose you?

Clients appreciate our partnership with them. Our clients are not just numbers and tax returns to us. We like to get to know our clients and a lasting relationship with to help them with all of their financial decisions. We are constantly building our network with other professionals so that if our clients need a service that we don't offer we have trusted sources that we can refer them to.

What do you consider a fantastic customer experience?

Having a relaxed but detailed conversation where we get to know what is needed and expected of each of us in order to build our business relationship. The client feeling confident that they made the right choice when they walk out the door or hang up the phone.

How can you help businesses develop?

Continuing to learn as much as I can to help fulfill my clients' needs. This includes constantly building my referral network so I can trust my clients will receive the same type of care that they receive when working with me.

Credentials

Enrolled Agent (EA)

Company members

Location

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