No matter what your portfolio looks like, Connolly, Steele + Company will start by learning about your business.
What are your challenges? What are your goals? How can you succeed now, but still keep your eyes on the future?
Once we’ve learned more about you, our team of experts will develop a blueprint that meets your financial needs. And more importantly, we stay committed to your goals—even if they change. Connolly, Steele + Company is here to answer your questions, be your sounding board for new ideas, and your partner in planning.
Business Financial
Services
From bookkeeping to forecasting, Connolly, Steele + Company can help your business run smoothly today, overcome unexpected challenges, and get ready for the future.
Personal Financial
Services
We’re here to be your guide. We’ll help you make
sound financial decisions all year round—not just
during tax season.
What kinds of clients
do you work with?
Small to medium sized businesses – and their owners – are our sweet spot. If you are committed to efficiency and profitability, and can see the value in building a long-term relationship with a trusted advisor, Connolly, Steele + Co. would be a great fit for you.
What can I expect from
a consultation?
This is your time to ask questions, talk informally about your goals and get comfortable with your Connolly, Steele + Co. advisor. We want to know what keeps you up at night and what you are excited about. From there we will work with you to develop a strategy to maximize your post-tax net worth and overall strategy for your business.
Who will I work
with at CSC?
You’ll be able to leverage
the range of skillsets and experience housed at Connolly, Steele + Co.,
but can expect to streamline communications through
one point of contact.
I’ve had a relationship with Connolly, Steele + Company for almost two decades. CS+C handles a variety of services for me - personal taxes, business taxes, payroll processing and IT. Additionally, CS+C has been a great source of advice and
information regarding estate planning and retirement planning.
Everyone at CS&C is professional and knowledgeable. Having CS+C take
care of all my accounting and IT needs was the best decision I made!
Dino Piccolino
Rockwell Equipment
+ Supply Company
