SWM Planning: About Us
SWM Planning, LLC was founded by Ebe Osaigbovo, CPA in 2017 after nearly 10 years of experience. He truly cares about helping his clients achieve their financial goals and is highly qualified. He is a graduate of the University of Illinois at Urbana-Champaign with a dual bachelor's degree in Accountancy and Finance.He has experience as a registered financial adviser (beginning of his career). He also has experience as a corporate accountant in various industries. He passed the CPA exam (Certified Public Accountant) with excellent results and is an expert in understanding tax. He genuinely cares about helping his clients experience the joy of succeeding in their goals and having more options in life!
Services
SWM Planning, LLC. helps individuals and businesses accomplish 3 main goals:
1. Income Tax Filings
Accurate, Legal, and Strategic to best benefit our clients.
2. Financial Coaching for Success!
We work with you to create a plan to achieve your financial goals. Then we guide you and coach you to success. Each plan is for a one year term and can be renewed annually to refine it as life changes.
3. Small Business CPA Services (Do you have a CFO?)
SWM can provide you with an expert in financial statement preparation. You will not only receive basic bookkeeping, but also CFO business advice, business tax advice, financial analysis, and of course, a full set of financial statements. Whether you’re on the cash basis or accrual basis, you can get a customized plan that is the best deal for your financial reporting needs! If your small business/organization doesn’t have a financial expert then contact us today!
Principles
Empathy – Putting ourselves in our clients’ shoes and doing what is in their best interest, always!
Integrity – Always doing the right thing. Being honest and matching words with actions. Delivering as promised.
Accuracy – Being as close to error-free as humanly possible. We have second reviews and other controls to help with this.
Research and Development – We will never be complacent with our level of expertise and service. We will consistently be abreast of the best information we can access to improve our services and best serve clients.
Adaptation – We will not be scared to make the changes necessary to optimize the long-term viability of our mission.
Excellence – We strive to do our best and deliver top quality service to clients, always. Our goal is to be market leader in maximizing the realization of our clients’ goals (feasibility, legality, and ethics the only limits).
Ethics – Doing the right thing, legally and morally. We will never cheat our clients. And we fully respect rule of law. Any illegal acts are absolutely intolerable in our company.
Professionalism – Adhering to and displaying a high level of professionalism. Always respecting client privacy. Maintaining expeditious and honest communication with clients and other people. Always striving to deliver high-quality service.
Mission Statement
To help clients optimize financial decisions and decisions regarding use of other resources – to achieve their financial goals and have more options in life
Financial Coaching Starter ($50,000 Gross Income or less)
CPA CONSULTING Starting at $250/hr
Get Professional CPA help with:
-Financial Decisions – Children’s education, Savings, Debt management, Investment principles, Retirement accounts
-Tax Planning – saving you thousands, tens of thousands or more in tax expenses, legally (1% fee up to cap)
-Small Business CFO Service (as needed, affordable, also called fractional CFO Service)
-Bookkeeping and Small Business Accounting
-Financial Statement Preparation (Compilations)
-Bank, IRS, State Revenue Dept. forms to apply for various goals
-Business Consulting to improve your organization’s financial success
-CPA professional opinion, small organization reviews, audits
SWM PLANNING FINANCIAL COACHING SERVICE INCLUDES
- Additional cash flow strategy (Entrepreneurship, Real Estate Ownership)
- Budget
- Children’s education funding plan
- Credit improvement and optimization strategy
- Debt elimination strategy
- Education on investments (General, We don’t pick your specific investments, Pros and Cons explained)
- Employer benefits review
- Financial goals development (Prioritize accumulation or pay down debt?)
- Giving strategy (How much can you afford for charity? Presents?)
- Insurance advice: Homeowners, Auto, Life, Disability, Umbrella (Necessary?)
- Investment strategy (What should be your investing philosophy?)
- Personal finance education (Contact retained CPA for advice on large transactions)
- Retirement advice
- Savings strategy
- Spending strategy
- Student loan repayment strategy
- Virtual meetings
- Wealth accumulation advice
Contact us for a quote – guaranteed to be less than 1% of your income for all of the above services, when you retain a CPA!