I am serial entrepreneur that specializes in helping other entrepreneurs be more successful by growing their business, through advisory and coaching services that enables all my clients to make AND keep more of their hard earned money.
To me, "Your Financial Freedom Matters!" and love seeing my clients be successful and enjoy the fruits of our hard labor for many years to come...
Aleksey Kaplan, CPA, CFO, CTC, CTP, CTS
Parkland, FL
Certified CFO Since May 8, 2024
Certified CFO Since May 8, 2024
Certification ID: CFO-44C07QS
Certification ID: CFO-44C07QS
Why Business Owners Love Working With Me
My Biggest Success Story
I recently worked with a client that struggled with understanding of where the business income was spent on. On paper, business was making healthy income, however in reality, the business was losing money. By working together, we were able to identify the areas that needed immediate attention. After working with the client for about 12 months, we were able to change things around and improve the overall operational processes. Now, the client is not only profitable on paper, he is making substantial amount in income that affords him to travel across the world with his family for months at a time without having him spending much time on running his business.
About Me
As a serial entrepreneur that has started, acquired, sold, merged and continue operating my own businesses, I can relate to my clients on more levels than anyone who has not had the privilege and a curse of being an entrepreneur.
As a Certified Public Accountant, Certified Tax Coach, Certified Tax Planner, and Certified Tax Strategist who is also, fractional Certified Chief Financial Officer, give me the ability to be the trusted advisor to all my clients.
I understand and certainly relate to all the struggles of being a business owner, but more so, I understand HOW to become successful business owner and continue to grow the business and keeping it to be successful.
Top 3 Types of Businesses I Help
Professional Services
Construction & Trades
Real Estate
Contact Me
email
aleksey@akaplancpa.com
Schedule a Right Fit Call
To see how I can help your business, let's get on a 20-minute call. This complimentary call will determine if we're a 'right fit' for each other. If we are, then I'll tell you exactly how I can help you and your business.
On this call, I'll learn more about you and the goals you have for your business. Together, we'll determine if it makes sense to continue exploring how I can help you grow your business.
To schedule a Right Fit call. Click the button below.
On this call, I'll learn more about you and the goals you have for your business. Together, we'll determine if it makes sense to continue exploring how I can help you grow your business.
To schedule a Right Fit call. Click the button below.
What a Certified CFO Can Do for Your Business
What a Certified CFO Can Do for Your Business
Give you financial oversight.
Give you financial oversight.
Get someone who knows how to grow successful businesses that make real money.
Be your go-to financial guide.
Be your go-to financial guide.
Get a 'go-to' financial expert who will be with you every step of the way.
Give you direction on what to do.
Give you direction on what to do.
Get direction on the exact next steps to have a growing and successful business.
Understand your numbers.
Understand your numbers.
A successful business is one that understands and is improving their numbers.
Be a trusted confidant.
Be a trusted confidant.
Finally have someone to turn to for advice and to bounce ideas off of.
Own a machine. Not a job.
Your business needs to be a machine that makes money for you. Not a low-paying job.
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Copyright 2023 - The CFO Project LLC