Singleton Wealth

The Entrepreneur Financial Advisor

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Singleton Wealth is a full-service Financial Services Firm and Academy serving entrepreneurs by providing accounting, business consulting, financial planning, wealth management, and tax services, in addition to training via an educational program.

Every post, article, resource, podcast episode, course, and customized financial plan is focused on educating and empowering entrepreneurs as they pave their path toward financial freedom.

Q What type of clients do you work with?

I work predominantly with individuals who own businesses and need accounting, financial planning, and tax services.

Q How do your fees work?

Monthly Financial Services: You can visit our website to see our price list for our monthly financial service plans.

Tax Preparation Services: We provide a fixed price quote for tax return preparation services once we meet with the client so that we can determine what is entailed with preparing the tax returns.

Q Do you have any free offers?

We run weekly one-hour seminars on financing a business, personal credit repair, business growth strategies, accounting, financial planning, taxes, and other business and finance topics. We also offer a free 2.5 training course on QuickBooks Online once per month. The seminars and the course are provided onsite at our West Roxbury office.

Q What services do you provide?

We provide access to full financial services to business owners. Our services include accounting, bookkeeping, payroll, financial planning, tax return preparation, and business coaching.