Koleda Capital LLC

State:

Turnersville, New Jersey

Served languages:

English

Category:

Accountant, Bookkeeper, Financial advisor, Fractional CFO

Services:

401(k) & IRA Management, Accounts Payable/Receivable, Asset Allocation, Bank Reconciliation, Bookkeeping, Budgeting & Forecasting, Business Formation, Business Tax Prep, Capital Structure Planning, Cash Flow Management, Education Planning, Estate Planning, Family Wealth Transfer, Financial Modeling, Financial Planning, Financial Reporting, Financial Strategy Development, Financial Systems Implementation, Individual Tax Prep, Insurance Planning, Investment Management, Payroll Services, Portfolio Management, R&D Tax Credits, Retirement Planning, Risk Management, Sales Tax, Social Security Planning, Stock Option Planning, Tax Planning & Strategy, Wealth Management

Specialty:

Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors, Digital Nomads, Divorced Individuals, Equity Compensation, Growing Companies ($1M-$10M), HENRYs (High Earners Not Rich Yet), High Net Worth Individuals, International/Expats, K1 Partnership Income, Multi-generational Families, Multi-state Returns, Pre-Retirees (5-10 years out), Pre-revenue Startups, Professional Service Firms, Professors & Educators, QSBS Holders, Real Estate Investors, Retirees, SMB Owners, Solopreneurs, Ultra High Net Worth Individuals, VC Backed Startups, Young Professionals

Industry:

Advertising & Marketing, Architecture & Engineering, Automotive, Construction, Consulting, Dental, Education, Electrical, Financial Services, Food & Beverage, Healthcare, Home Services, Hospitality, HVAC, Insurance, Landscaping, Legal, Logistics, Manufacturing, Media & Entertainment, Medical, Plumbing, Professional Services, Real Estate, Retail, Roofing, Sports, Technology & Software, Tourism, Transportation, Travel