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Financial Planning
Taxes, Financial Planning & Prosperity Coaching for Individuals
Business Consulting & Financial Oversight
Save Money, Build Wealth and Grow Profit
Financial Planning
Create a Prosperity Plan for your finances to
Generate more wealth and higher prosperity.
This Planning Includes:
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Setting Goals for your Current and Future Financial needs
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Review of your income and expenses, debt and assets, as well as tax strategy to generate the best plan for your Financial Success
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Creating a strategy to Maximize your Wealth, Reduce Debt and Create the Financial Plan that you need for your Future
Business Consulting & Outsourced CFO Support
Create a plan for your Business to
Increase Profitability, Retain More Wealth through
Improved Financial Systems
Includes Review and Management of:
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Financial Department Systems & Procedures
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Cashflow, Budgeting & Profitability Development
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Internal Controls, and Compliance Oversight
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Expansion & Strategic Planning for Increased Funds
Core Values
Prosperity
Creatively building wealth through Connection with Infinite AbundanceGoodwill
Serving the Goodwill for All returns Manifold blessings and ProsperityIntegrity
Serving to maintain the higheststandards of truth, ethics & professionalism
What Customers are Saying
"She is intelligent, a whiz with numbers and looks for ways to save you money as her mission in life is to help people prosper. I highly recommend her!" - Amrit Kaur
"Three years ago you got serious with me regarding my "retirement savings"..... you suggested some serious planning & investing. At first I didn't like to hear about it - I wasn't that old ..... but it made me shift my focus. I invested in a rental property; it worked out, my ROI was excellent and I decided to do more of it. At that point you showed me the tax savings I could reap as a secondary benefit... I wish I had done it years ago - thanks for that push you gave me! I found my own style of "retirement"" - Siri Pritam
"It was so refreshing to work with a financial advisor who really understands our spiritual values and goals...I so highly recommend setting up a session with Guru Kirin!" - Ad Purkh
She "is a confidence building guide for financing and building big dreams and visions...I would recommend her highly to anyone seeking more empowerment around finances and abundance." - Mary Arose
"She was instrumental in bringing profitability to our organizations." - GRK
"I HIGHLY recommend...She is good, fast, to the point, very intuitive, and gave me some great new perspectives on how to manage, and enjoy money and get the best out of it " - Siri Dyal
Questions? Contact me below
GuruKirin K. Khalsa
GK Khalsa is a CPA with an Masters in Business Administration and over 20 years of experience.
cpa@gkhalsacpa.com
