At Make it Easy Financial, we work to ensure that we offer a comprehensive approach to financial planning. We offer a full package of financial planning tools with experienced and licensed professionals that range from Bookkeeping to Tax Accounting to Full Financial Planning in a CFO for hire model. Here at Make it Easy Financial, our only goal is to make every financial aspect of life easy so you can focus on living.
We provide business and personal tax preparation to help you proactively manage your tax issues. Tax laws are complex and change on a regular basis. By assisting with tax preparation, we can help you present the most accurate financial information to government agencies
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business's ability to survive. We can analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business's success. With our help and guidance, you will always be on top of your finances and ready for the future.
We offer years of experience and a wide network of support with some of the best companies and their respective investing products to ensure we make a plan that is tailored to your needs. We offer:
- Retirement planning
- Financial planning
- Estate planning
- Access to investment platforms that are advisor monitored
- Business benefit plans
- Insurance planning
Since graduating with a BS in Accounting and a BS in business in 2016, Jesse has worked in a range of tax accounting and financial consultant roles across both the public and private industry. Jesse has been an Enrolled Agent since 2018. Jesse is also affiliated with Excel Wealth Management LLC.
Blake is a Greenville, North Carolina native and completed his education at East Carolina University in 2018. Blake has been working full time in accounting since 2018, starting out in Public Accounting. Blake has a wide variety of experience in Tax, Audit, and Advisory work. After working in Greenville, NC for 7 years he has transitioned to Morehead City, NC to reach a wider audience of clients.
NC CPA License #46800
Send us a message, and tell us more about your financial goals and needs. We will get back to you soon to schedule a consultation.
Appointments available in Eastern NC and Upstate NY
Open today | 10:00 am – 04:00 am |
Consultations are by appointment only. Phone, Skype, and in person appointments available.
Make It Easy Financial
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