“Keller & Associates dedication to understanding our needs and providing tailored solutions has truly set them apart. Whether it's financial planning or strategic consulting, Keller & Associates approaches each challenge with professionalism and expertise. We appreciate the personal touch they bring to every interaction and their commitment .We look forward to continuing our relationship with them for many more years to come.“
“Meeting with the CLO team has been a game changer for my small business!! They took time to hear my concerns, and gave me solutions to help with my work / family balance. They now handle my employee payroll, direct deposit, personal and business taxes. Thank You CLO team!!“
“Great customer service, understanding of crazy job schedule, first responder discount, genuine interest in customers, great overall experience.“
“Adam Baucom was referred to me by my financial advisor, Daylan Gwosdz. I have two businesses, a licensed child care center and a small real estate development company. Adam has helped my business accounting and tax filings a lot more effective and painless. There are business and corporate structures and filings that he is helping me with in order to minimize my businesses taxable revenue, saving my businesses money to use for reinvestments. I also have had him do our personal income tax filings and have been very please with his knowledge. It has been very refreshing having a dedicated and knowledgeable CPA that cares about his clients bottom line and wonderful guidance. If I could give more than five stars I would !!“