info@diana.financial
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.
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.
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.
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.