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Fee Based Financial Planning

With Stanaland, Dodson & Associates, the top consultants for business financial planning, you can take advantage of profitable prospects. With years of experience, our team of reliable CPAs can guide you through the challenges of business transactions.

Financial Planning

Financial planning plays a crucial role in guiding a business towards long-term success and growth. At Stanaland, Dodson & Associates, our team of Certified Public Accountants is highly skilled in this area, making them an invaluable asset. Our experience team excels at financial planning, providing businesses with a clear roadmap to achieve both short-term objectives and long-term aspirations.

It includes a comprehensive examination of financial statements, projections of cash flow, and strategies for investment, guaranteeing that each financial choice is well-informed, strategic, and in line with the overall business objectives. Stanaland, Dodson & Associates help businesses navigate the complexities of the financial landscape by identifying potential risks and opportunities. This ensures that resources are optimized, risks are managed, and financial stability is maintained.

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Fee-Based Structure

The skilled team at Stanaland, Dodson & Associates provides transparent, client-focused fee-based financial planning. Instead of commission-based models, fee-based models match Certified Public Accountants’ interests with their clients’, offering impartial financial advice. This approach charges a defined price, such as an hourly rate, a fixed amount, or a portion of assets under management, for complete financial planning and guidance. This straightforward compensation structure builds trust and respect, focusing on building and sustaining tailored financial solutions that suit the client’s best interests. At Stanaland, Dodson & Associates, this client-centric approach drives our commitment to providing exceptional service by carefully crafting each financial plan to meet the clients’ unique goals and needs without commission-based conflicts of interest.

The Benefits Of Financial Planning:

  • Informed Decision Making – Financial planning enables strategic decision-making for investments, savings, and expenditures by deeply analyzing your financial condition.
  • Risk Management – enhances financial stability and security by identifying and mitigating possible financial risks, especially under unpredictable economic conditions.
  • Achieving Goals – Financial planning helps accomplish short-term and long-term goals by identifying realistic goals and implementing a systematic strategy to attain them.
  • Optimizing Resources – Financial planning should optimize resource use to maximize returns and minimize expenditures, promoting financial development and sustainability.
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Focus on your Business

We are skilled CPAs with knowledge in several areas of accounting, and we can guarantee accurate financial reporting and compliance for your company. Put your trust in us for meaningful outcomes day by day!

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The certified public accountants at Stanaland, Dodson & Associates provide excellent services. Make the most of your business’s financial future right now!
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Jessica Cordero

Manager

As a New York native, Jessica earned her bachelor’s degree in accounting from SUNY Old Westbury. Growing up, she watched her parents run their businesses which fostered her passion for helping the small business owner. She has over 15 years of experience working with small business owners, assisting in reviewing financials and finding new ways to streamline costs and save money. She enjoys being able to assist clients with their accounting and tax needs while they work on building their business. When not in the office, she enjoys spending time with her husband, two daughters and two dogs.
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Big Boy

Outside Greeters

Big Boy have been in the accounting field since 2018, serving clients at the front door of SDA. When not welcoming clients, they enjoy sunbathing and spending time in their cat condo.