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Financial Success Checklist
20 Actionable Insights to Improve in 5 Key Pillars:
- Financial Forecasting & Modeling
- Cashflow Systems
- Financial Reporting
- Tax Strategy
- Personal Prosperity
NICE TO MEET YOU
I’m Eric Levenhagen, CPA.
I have a wonderful wife, 5 kids and 11 grandkids! I love magic, reading, music of all kinds, and professional football.
I have been a CPA for over 12 years and an award-winning tax strategist and profit advisor for 17 years. When you hire me to help you succeed in business, it won't be just another transaction of services - it will be someone who cares about your success as much as you do!
I realize that independent service professionals are struggling to survive in today's world of financial services because the industry was never built for them. My life mission is to help other people achieve their dreams without burnout so they can spend more time enjoying what they do with those that matter most in this world!
"Eric has been great to work with over the past several years. He saved us several thousand dollars the first year as our tax planner. He has since dove into our business which is very diverse and helped us develop a working financial plan and budget. Eric is very patient with our questions and is on top of all the latest tax changes. We are fortunate to have him on our team!"
- Jeff Otto
"I am so grateful I decided to work with ProWise and Eric. The tools and guidance he provides are actionable and easy to start on; seeing how they will positively impact my business was apparent from day 1."
- Courtney Pong
“I have had the pleasure of working with Eric for a little less than a year and I am continually impressed with his expertise, knowledge, and the genuine care he brings to his clients. He has a superb ability to identify, communicate, and help you implement simple solutions in your business that will save/make you tens, if not hundreds of thousands more every year in your business.”
- John Sedej
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Elevate Your Business's Financial Health
Don't struggle with cash flow, profit or tax issues. Take proactive action to begin improving your financial future by downloading our free guide with 20 actionable insights.Download My Free Checklist »