In addition to our tax and financial advisory services, Ashland Advisors offers a variety of accounting and finance solutions for clients,. Think of it like a fractional CFO.
Along with the CPA license, I also hold the Certified Management Accountant (CMA) credential. The CMA is an international credential, with the required exams focusing on financial statement analysis, cost accounting, budgeting, forecasting, and strategic financial management. While the CPA exams focus on the technical details behind tax, auditing, and financial statements, the CMA is more focused on using that information to make strategic decisions. They pair well together.
Over my career I have spent thousands of hours in spreadsheets. Some say I Excel at work (bad accountant joke). I always try to step back and see how the information at hand can be analyzed and presented to assist in decision making. The numbers are always there, my goal is to help clients understand them to make informed decisions.
If you've got questions about your numbers, odds are good that we can help. If we can't, I'll be the first to tell you and help with a complimentary referral. Contact me anytime for an initial no obligation conversation.
Over the years, I've helped clients with a variety of projects, including:
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | Van Meter, Iowa
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.
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