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Frank Leonard & Associates, LLC
       
 
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Frank Leonard & Associates, LLC
 
 
Overview: 

Every strong business needs a competitive strategy to thrive. Frank Leonard & Associates, LLC provides strategic tax and financial planning for businesses in the NJ/NY metropolitan area.
We have experience in many aspects of business consulting, including evaluating and recommending financing options and alternatives; negotiating financing terms; developing cash flow forecasts and cash flow management; and benchmarking and budget development.

Specialties include:

Financial reporting, loan placements or restructuring, and business planning, budgeting, and valuation
Multi-state corporate tax planning and preparation and federal/state audit and collection representation
Developing cash flow forecasts and cash flow management strategies, benchmarking and budget development
Member: 

Professional Affiliations:

Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA)
State of New Jersey licensed Certified Public Accountant and member of the New Jersey Society of Certified Public Accountants
Member of the AICPA’s Tax Division
Participant in the AICPA’s Quality Review Program since its inception in 1989


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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