John M.
Retired Executive
5/5
Smart solutions. Bookkeeping Accounting Taxes services.
Unlock financial success with our trusted expertise and personalized services.
Simplify your finances and grow your business
Choose us for accuracy, reliability, personalized service, proactive guidance, innovative solutions, and client-centric focus.
Compliance and Organization
Bookkeepers ensure that records are organized and comply with legal requirements.
Accurate Financial Records:
Bookkeepers maintain precise records of daily financial transactions. -- Why It Matters: This accuracy helps prevent errors, ensures that financial data is up-to-date, and supports effective financial management.
Time Savings
Bookkeeping tasks yourself can be time-consuming. -- Why It Matters: By outsourcing bookkeeping, you free up time to focus on core business activities or personal priorities.
Client Retention Rate
1
Happy Clients
0
Client Satisfaction Rate
0
ABOUT ME
Fabiola Richards Story
My name is Fabiola Richards I am a CPA born in Peru and raised in beautiful Florida. My husband and I have a son and two dogs, a 5 pound Chihuahua mix, and a 75 pound black golden doodle. I am an accountant with a very entrepreneurial mind. My curiosity in accounting originated with my interest in businesses, accounting after all is the language of business! I graduated from the University of South Florida with my accounting degree in 2018, and later obtained my CPA license.
Testimonials
5/5
I’ve been working with Sweet Finances for over five years now, and they’ve consistently exceeded my expectations. Their expertise in wealth management and market insights have helped me grow my portfolio beyond what I could have done alone. They are always available to answer questions, and I genuinely feel they have my best interests at heart.
Sarah L.
Small Business Owner
David K.
IT Consultant
5/5
As a business owner, managing my personal finances used to feel overwhelming. Sweet Financial stepped in and completely transformed the way I approach financial planning. They guided me through everything from tax strategies to investment management, and I’ve never felt more confident about my financial future. I only wish I’d found them sooner!
Frequently Asked Questions
What services do you offer?
We provide a wide range of financial services, including investment management, retirement planning, tax strategies, insurance solutions, and comprehensive wealth management.My goal is to help you achieve long-term financial stability and growth.
How do I know if I need a financial advisor?
If you’re unsure about how to manage your investments, plan for retirement, or make major financial decisions, a financial advisor can help. We provide personalized strategies that take the guesswork out of financial planning, helping you save time and avoid costly mistakes.
What is the process for working with you?
We start with an initial consultation to understand your financial goals and current situation. From there, we create a tailored financial plan and provide ongoing support to help you stay on track. We continuously monitor your progress and adjust your strategy as needed.
How do you charge for your services?
We offer flexible pricing models based on your needs. This could be a flat fee, hourly rate, or a percentage of assets under management (AUM). During our initial consultation, we’ll go over the fee structure in detail and find the option that works best for you.
Can you help with retirement planning?
Absolutely! We specialize in creating customized retirement plans based on your income, savings, and goals. Whether you’re just starting to save or nearing retirement, we’ll design a plan to ensure you have the financial security you need.
Do you offer investment advice?
Yes, we offer personalized investment advice tailored to your risk tolerance, financial goals, and timeline. We create diversified portfolios to help you achieve long-term growth while minimizing risk.
Is my information secure when working with you?
Yes, we take the privacy and security of your financial information very seriously. We use encrypted, secure platforms for all communications and document storage, adhering to strict confidentiality standards.
How often will we review my financial plan?
We typically review your financial plan on a quarterly or semi-annual basis, but we can adjust the frequency based on your needs. Regular reviews help us ensure your plan remains aligned with your evolving goals and market conditions.
Can you help me reduce my tax burden?
Yes, we offer tax planning strategies designed to reduce your tax liability while maximizing your financial outcomes. From optimizing retirement contributions to managing capital gains, we can tailor solutions specific to your situation.
How do I get started?
Getting started is easy! Simply fill out the contact form on our website or give us a call to schedule a free consultation. We’ll discuss your financial goals, answer any questions you have, and explain how we can help you achieve long-term success.