Eliminating uncertainties by pre-planning. We will work with you gathering information for the development, knowledge and strategies for improvements and avoiding pitfalls. Human Resources information, bookkeeping and tax savings advice is the most asked about from small business owners seeking assistance with when first starting out. We offer a wide range of services for business owners from advice to actual assistance in procedures and processes.
They are accustomed to doing everything (or almost everything) themselves. By not enlisting the help of a small business consultant, however, they might be missing out on some important benefits for their business.
An effective strategy for a business to consider help from financial professionals to save money and time, tap into expertise at the right time, navigate changing workloads, and grow for the future.
Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state
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