CPA Services

Our CPA-based services provide a broad range of accounting, tax, bookkeeping, and consulting services to individuals and small businesses in various industries. Our commitment to serving clients is built upon years of knowledge and expertise in business practices, economic trends and the ever-changing tax scene.

QuickBooks™ & Xero Consulting Services

Our team can help your business utilize QuickBooks™ and Xero to its fullest potential. With our expert knowledge of the QuickBooks and Xero platforms, we can help your organization increase productivity and generate more complete income and expense information, allowing you to access the accurate information you need to make strategic decisions.

Let Lightpath Wealth Advisors provide the in-depth knowledge you need to optimize the use of QuickBooks and Xero in your organization. Ask us about our QuickBooks and Xero setup and training options. We’ll have you up and running quickly and using the QuickBooks or Xero platform more efficiently, saving you valuable time, while you put accurate and invaluable information to work for your company.

To schedule a time to discuss the role of minimizing taxes and administrative burden within your business, contact us or call us at 502-632-3624 today!

We are an independent financial services & CPA firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.