© 2019 Daggert Financial

FINANCIAL PLANNING

Daggert Financial partners with you by helping to clearly identify your goals and priorities. These goals are then developed into a strategic plan, which forms the secure foundation of your financial life.

ACCOUNTING|BOOKKEEPING

You didn’t go into business to spend your time balancing your checkbook and keeping track of receipts.  Let Daggert Financial handle that for you so you can do what you do best.

TAX PLANNING|RETURNS

Surprises can be nice, but not when it comes to taxes.  I work with you throughout the year so that when the time comes to send off those tax returns, your taxes are minimized and  there aren't any unpleasant surprises.

PAYROLL|BENEFITS

Save time by letting Daggert Financial handle all of your payroll and employee benefit administration.

CONSULTING CFO

Daggert Financial goes beyond tax returns, accounting records and columns of numbers to help you understand what the numbers can teach you about your business and personal finances.  With this knowledge and new perspective, you are able to assess how they are progressing, where changes need to be made and celebrate the successes.

GIFT & ESTATE PLANNING|RETURNS

You've worked hard and saved your money.   Let Daggert Financial work with you to create a plan that allows you to pass more of it to your beneficiaries.