info@diana.financial

More money. More time.

HOW WE CREATE VALUE FOR YOU

Accounting and bookkeeping

We keep track of your accounting books to know where you are today and leverage appropriate accounting and finance strategies to grow your firm or personal wealth for the future. 

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Tax planning and preparation

We study your business or your personal situation in order to set up the most tax-efficient structure. We follow you year-round to optimize tax planning and maximize savings during tax season.

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Financial planning and advisory

We structure a plan for your financial life to ensure your goals are achieved. We help you manage your debt and select where and how to put your money to work, both for real and financial assets. 

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Investing and wealth management

Achieving wealth creation and growth through a top down view of all interconnected financial spheres of life in one unique place, efficiency and timeliness are paramount.

SERVICES

Businesses

Bookkeeping and QuickBooks
Accounting
Tax preparation and filing
Tax planning

Data analytics and statistical analysis
Business valuations
Financial Statements preparation
Revenue and forecasting analysis

Individuals

Tax preparation and filing
Tax planning
Real Estate planning

Investing and asset selection
Portfolio asset allocation

Budgeting and saving

Debt management

Non typical situations

HOW CAN WE HELP?

Highest licensing standards.

Most advanced certifications.

Prestigious education degrees.

International business experience.

Multiple languages spoken.