WebEpisode 16: Dirk Edwards, CPA/PFS – Hear how Dirk created a PFP practice that is focused on the complex planning work while outsourcing the implementation. Episode 17: Susan Tillery, CPA/PFS – Learn how Susan designed her PFP practice to provide education and planning without tax compliance and investment management. WebSusan Bryant, CPA, CTC’S Post Susan Bryant, CPA, CTC CPA with a vision to help business owners achieve their dreams. 2024 Top 50 Women in Accounting 2024 Enterprising Women of the Year Honoree 2024 GS10KSB Tax Strategist + Accounting Partner to Business Owners 6d Report this post ...
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WebGuests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS. Congratulations on making it through 2024! Join your PFP Executive Committee and PFS Credential Committee chairs, … WebSusan M. Tillery, CPA/PFS, AEP® (Distinguished), is President & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined ... daikin mini split wifi thermostat
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WebMay 23, 2024 · Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well … WebMar 31, 2014 · Susan M. Tillery, CPA/PFS, AEP ® (Distinguished), is President & CEO of Paraklete ® Financial, Inc. Paraklete ® provides integrated fee-for-service personal … Susan M. Tillery CPA/PFS, AEP® (Distinguished) Thomas N. Tillery, CFP®, … If your clients need an integrated financial planning strategy, we hope you will … Benefits of Adding a Financial Planning Practice: Additional revenue stream … Contact - Susan M. Tillery CPA/PFS, AEP® (Distinguished) Benefits of offering a fee-for-service model: Own your own business Be part of a … About Us - Susan M. Tillery CPA/PFS, AEP® (Distinguished) Paraklete® Financial, Inc. provides expertise in the following areas to … The Balanced Life - Susan M. Tillery CPA/PFS, AEP® (Distinguished) Paraklete is the Koine Greek word for Advocate. Its primary meaning is one … Client Resources - Susan M. Tillery CPA/PFS, AEP® (Distinguished) WebSusan Tillery, CPA/PFS, began her career journey in tax and eventually landed with her own fee for service financial planning firm that she owns with her husband, Tom. Their firm is … daikin mini split will not heat