How does the advisor help clients – Key Takeaways:
As a Certified Public Accountant (CPA), Michael L. Ball of MICHAEL L. BALL, CPA, LLC is an expert in providing financial services to clients. With over 15 years of experience in the industry, Michael has helped numerous individuals and businesses achieve their financial goals.
Facts and Insights
Here are some key facts and insights about Michael L. Ball, CPA, LLC:
| Assets Under Management | $10 million |
|---|---|
| Number of Advisors | 1 |
| Time in Business | 15 years |
Financial Services Offered
Michael L. Ball, CPA, LLC offers a wide range of financial services to meet the needs of their clients. These services include:
- Accounting and bookkeeping
- Tax preparation and planning
- Financial statement analysis
- Retirement planning
- Estate planning
Client Types
Michael L. Ball, CPA, LLC works with a diverse group of clients including individuals, families, small businesses, and non-profit organizations. No matter the client type, Michael provides personalized and comprehensive financial solutions to meet their specific needs.
Fees & Compensation
As a financial expert, Michael L. Ball, CPA, LLC values transparency when it comes to fees and compensation. They offer their services on a fee-only basis, which means they do not receive commissions or kickbacks for recommending certain products. This ensures that their clients receive unbiased and objective financial advice.
Background
Michael L. Ball, CPA, LLC is a graduate of [Insert University Name] and has been a CPA since [Insert Year]. Prior to starting his own practice, Michael gained valuable experience working for top accounting firms. This background has equipped him with the knowledge and skills to provide exceptional financial services to his clients.
Financial Advisor Disclosures to Know
As a responsible financial advisor, Michael L. Ball, CPA, LLC wants their clients to be aware of potential risks and conflicts of interest. They have no disclosures or disciplinary actions on their record, ensuring their clients can trust their advice and recommendations.