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General Consultation

See how Jerod Ostermeier CPA, CFP®, MBA may be able to improve your business operations or personal finances.

General Consultation

We provide CPA consultation services by appointment for any general or routine accounting, tax, investment, or other financial related questions you may have. In order to ensure our services reach those who need assistance, we request you identify yourself with your name, name of company (if any), and the purpose of your question.

We provide the following general consultation services:

  • Forecasts and Projections
  • Business Plans
  • Investments and Financial Matters
  • Financial Planning

Other specific consults may be available, contact us with any questions.

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