Benjamin R. Putman Inc.

Bookkeeper

0.0
(0 Reviews)
9911 Irvine Center Drive Suite 100, 92618 Irvine

Info

Benjamin R. Putman, Inc. is a professional financial services firm providing a Comprehensive Financial Approach to meet your financial needs with accounting, tax, business consulting, QuickBooks management and wealth management. Our customized programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise. Our firm has been in business for over Twenty years in Southern California and has a well-deserved reputation of expertise with small to medium sized businesses in retail, manufacturing, construction, real estate, mortgage brokerage, wholesale distribution, high-tech, restaurants and professional services. We also handle your individual needs with personal financial planning, tax planning and preparation, and wealth management to provide an overall Comprehensive Financial Approach to overseeing your prosperity and growth. We take pride in providing outstanding client service by emphasizing personalized client care, always being proactive and responsive with client needs, staying on top of the latest tax law changes and continuing education, maintaining a high-tech office, providing comprehensive client services to meet your financial needs and charging a fair and reasonable fee. Our goal is to help you manage and oversee your financial future. By providing comprehensive financial services above and beyond the traditional accounting practice, we add value and security to you our client. Not only are we Certified Public Accountants but also Certified QuickBooks ProAdvisors, Certified Divorce Financial Analysts and Certified Financial Planners. By having these additional specialties, we can service your financial needs and allow you the comfort and trust of turning to one firm. As part of our Comprehensive Financial Approach, we work in association with Spectrum Capital Investment Group, Inc. to provide Asset Management services. Spectrum Capital Investment Group, Inc. is a Registered Investment Advisor uniquely working to provide objective, independent management of your investments. Unlike most financial advisors who are paid by commission, Spectrum Capital Investment Group, Inc. seeks to be objective and unencumbered by commission based investment products. To learn more on how Benjamin R. Putman, Inc. CPA, CFP can service your company or individual needs, please contact us at 949-502-6700 or by e-mail: info@putmancpa.com to schedule an appointment to receive a free initial consultation.

Industries / Specializations

Bookkeeper

Map

9911 Irvine Center Drive Suite 100, 92618 Irvine

Reviews

Unverified Reviews
0.0
(0 Reviews)