Turning Vision Into Value
At Essential Financial Management, LLC, we pride ourselves on providing quality, personalized financial guidance to individuals and small and medium-sized businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maintain their financial viability in the present, while taking a proactive approach to achieve their future goals.
Our Mission
Our mission is to help our clients achieve their financial objectives by providing expert advice and guidance. We strive to be leaders in the business community, and we pride ourselves on the level of esteem we have earned. Our dedication to hard work and commitment to professionalism has earned the respect of the business and financial community in and around Denver.
Our Services
We offer a wide range of services to meet the unique needs of our clients. These services include:
Tax Preparation and Tax Management
Our team of experts will help you navigate the complex tax laws and ensure that you are taking advantage of all the deductions and credits to which you are entitled.
Accounting Services
We provide a broad range of accounting services, including bookkeeping, financial reporting, and budgeting. Our experts will help you manage your finances effectively and make informed decisions about your business.
QuickBooks Accounting Help and Assistance
Are you getting the most out of QuickBooks? Our team is experienced in helping businesses maximize the potential of QuickBooks and ensuring that you are taking full advantage of its many features.
Payroll Services
We offer streamlined payroll services that meet the unique needs of your business. Our team will take care of the paperwork so you can focus on what you do best.
Financial Planning and Analysis
Our team of experts will work with you to create a comprehensive financial plan that helps you manage risk, improve performance, and ensure the growth and longevity of your wealth.
Entity Selection and Restructuring
Are you considering starting a new business or reorganizing your existing business structure? Our team will help you navigate the complex process of selecting and restructuring your business entity.
Bookkeeping/Write-up
Do you struggle with managing your company's books? Our team will take care of your bookkeeping needs, giving you more time to focus on running your business.
Mergers, Acquisitions, and Sales
Are you considering a merger, acquisition, or sale of your business? Our team will guide you through the process, helping you make an informed decision.
Debt and Finance Advising
Are you struggling with debt or seeking financial guidance? Our team is here to provide expert advice and guidance to help you manage your debt and achieve your financial goals.
Tax Strategies for Business Owners and Individuals
Our team is dedicated to helping our clients achieve their financial goals. We offer personalized tax strategies for business owners and individuals, ensuring that you are taking advantage of all the deductions and credits to which you are entitled.
Our Values
At Essential Financial Management, LLC, we are committed to the following values:
- Providing exceptional service to our clients
- Offering personalized financial guidance
- Staying up-to-date with the latest financial trends and laws
- Maintaining the highest level of integrity and professionalism
- Building long-term relationships with our clients
Get Started
Whether you are a current or prospective client, we invite you to learn more about how we can help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards achieving financial security and success.
Reviews of EFM
The reviews of EFM are mixed, with both positive and negative comments.
Unprofessional Behavior
Some reviewers have had issues with the company's communication style. Laurie Weiss rated them 1-star, stating that they "keep bugging me for an appointment, even though I have repeatedly said no." Coleman Craft also gave them 1-star, calling them "unbelievably poor and unprofessional." He felt that they lacked a fundamental understanding of tax code and preparation.
Positive Experience
On the other hand, Charles Kern had a very different experience. He rated them 5-stars and expressed his consistent satisfaction with their professionalism and quality work. He mentioned that he had been using their services for two years and was glad to have found them.
