Let’s Get started building a stronger financial foundation.

Schedule your free, 30-minute discovery call below.

What should i expect?

The Discovery Call

30 Minute focused conversation to gain understanding of your specific goals and desired outcomes, and to help you better understand our processes.

The Assessment

During our call, we will explore your specific needs, identify pain points, and identify opportunities to help you build a stronger financial foundation.

The Plan

After our call, we will put together a plan that addresses your pain points, delivers successful outcomes, and sets you on a path toward financial stability.

How to prepare for our call?

Your Pain Points & Goals

Make a list of your current pain points and desired outcomes and goals. What is it you would like us to solve for you?

Financial & Tax information

Is there something specific about your Financial or Tax situation that you are concerned about or want to build a plan for?

Your questions for us

What do you want to know about our Firm, our Processes, or our Expertise? Feel free to ask us anything.

Is this call really free? Absolutely. You get a full 30 minutes of our time to discuss your needs and learn about our Firm completely risk and commitment free.

Is this call confidential? Absolutely. Confidentiality is a core commitment to our Firm. You can rest assured knowing your call will be kept confidential.

Will I receive a price quote during the Discovery Call? During the call, we focus on understanding your specific needs and pain points. Once we have a clear picture of the scope of work required, we will put together a custom proposal for your review. Our goal is to ensure we have a strong understanding of your needs and that you have a transparent understanding of the investment into expert financial services before we move forward.

My financial and tax situation is a mess. Is that ok? Yes. At Cornerstone Financial CPA, we understand that accounting and tax is not everyone’s favorite topic. Many of our clients come to us because they feel overwhelmed or disorganized. We provide a judgment-free experience focused on helping you build a stronger financial foundation.

Do I need to be in the same State to work with Cornerstone Financial CPA? No. We are a cloud-based, licensed CPA Firm. We serve clients in all 50 States and we have full representation privileges before the IRS.

Do you use offshore accounting or tax staff? No. At Cornerstone Financial CPA, we do not offshore any of our work or any of your information. All work is done by US staff.

Do you use Artificial Intelligence (AI) with my financial and tax information? No. To ensure the absolute privacy and security of your sensitive data, we do not utilize AI in connection with your private financial information.