General Consultation

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

General Consultation

We provide CPA consultation services by appointment or e-mail for any general and routine accounting, tax, investment and other financial related questions you may have. In order to ensure our services reach those who need the 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 specfic consults may be available, contact us with any questions.