Advisory, elevated

Achieve your short and long-term goals through strategic planning and process improvements.

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Accounting-Team

 

 

Advisory Services

At Baldwin CPAs, we believe in the benefit of proactive planning as opposed to reaction. We utilize our proven planning process in combination with our combined knowledge and experience to help you make better decisions.

Additionally, through our virtual family office, we can leverage experienced and knowledgeable advisors that provide services in areas that meet your needs, including attorneys, wealth managers, business advisors and more.

To learn more about our proactive planning and family office team, click here.

Our Services

  • Assessment Diagnostics
  • 7 Waste Workshop
  • Half-day or Full-day Workshops with CPA
  • One Page Strategic Plan
  • Bi-Monthly or Quarterly Meetings
    with Accountability Tracker
Advisory

Proactive Planning

We believe in the benefit of proactive planning as opposed to reaction. We utilize our proven planning process in combination with our combined knowledge and experience to help you make better decisions.

Team Model

Our holistic and proactive approach is driven by our team based model.

The team based model grants you access to the Proactive Planning Team as well as other experienced professionals who may service a need you have.

If your needs can be addressed directly by a local teams - it will be business as usual. However, if the expertise required is not available locally, then we have access to leverage the knowledge and expertise of our Virtual Family Office - which covers 5 big areas: tax planning, risk mitigation, wealth management, legal services and business advisory.

Services
Proactive Planning Process