Thomas Wagner CFP

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives, and independent professionals. Our rates are affordable. We are experienced and we're friendly. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, estates and trusts, business formation, financial planning, and business sales. Contact us today for more information!

New England AccountAbility is a trusted financial management service based in Concord, NH, dedicated to expertly handling daily finances for individuals and families who are unable or too busy to manage them themselves. They offer personalized bookkeeping, monthly bill pay, separate account management, insurance organization, and end-of-life planning, ensuring clients feel secure and worry-free. With a focus on honesty, integrity, and compassion, New England AccountAbility provides professional and confidential services to a diverse range of clients, including the elderly, professionals, individuals with disabilities, blended families, and veterans. By keeping all information in one safe place and never outsourcing, New England AccountAbility prioritizes security and protects clients from identity theft. Their dedicated account managers ensure that financial affairs are expertly organized, with transactions recorded and reconciled, bills paid on time, and comprehensive reports provided. With the peace of mind that comes from knowing everything is well taken care of, clients can enjoy more free time and improved relationships with their loved ones.Generated from the website

Quick$tart is a specialized accounting service based in Stowe, Vermont, dedicated exclusively to non-profit organizations. With a deep understanding of the unique challenges these entities face, Quick$tart offers tailored services including outsourced accounting, consulting, and QuickBooks checkups to streamline financial management. The company emphasizes the importance of effective financial reporting and system design to support non-profits in achieving their missions. Their experienced team, led by Wendelyn Duquette, provides valuable insights and training, allowing organizations to maintain clean records and engage effectively with donors. Generated from the website