Sankofa Financial Group, LLC

Personal and Small Business Financial Advisors
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Accounting Services
Services

Many people entrust the management of their monetary assets to the experts - a CPA or financial planner.  But choosing to work with an advisor does not mean you should not be involved in every major decision about your money.  If managing your finances is confusing or overwhelming, we can teach yo how to work with your money in a sensible, non-intimidating way.  Don't be a victim of your own financial ignorance.  Our counseling and education services will empower you to make decisions for yourself and take control of your finances.  We provide a wide range of service of individual and small business including the following:
 

Tax Planning and Preparation
Tax planning is an integral part of any well developed financial plan. The tax code is overwhelming and different sections of the laws change each year.  You need the help of an experienced professional determine the best way to minimize your current income tax liability and to distribute assets to your heirs in the most tax efficient manner possible.  Trained by one of the nation's leading tax preparation firms, SFG has the knowledge and tools needed to your assess your tax position and prepare your tax returns.  All tax work is prepared by a Certified Public Accountant.  





Business Reporting and Consulting
You've worked hard to grow your business and now it's time to make sure that your accounting infrastructure is solid and ready to take your company to the next level.  Whether you're looking for cost-cutting initiatives or developing internal policies and procedures, Sankofa Financial Group has the expertise and knowledge that you need. With over 17 years of experience in public and corporate accounting, we can assist you with various accounting  and business needs including:
  • Outsourced controller/CFO
  • Quickbooks set up
  • Bookkeeping and payroll services
  • Seminars and training
  • Accounts payable recovery audits
  • Business entity registration

Life Cycle Financial Advisory Service
As your life changes, so do your financial needs.  Sometime it helps to sit down with a trusted advisor and develop a plan to help you transition from one phase to the next. Our Life Cycle Financial Advisory Services have been designed to help you plan for all of the major events in your life including:
  • Retirement planning
  • College savings accounts 
  • Home buying
  • Budgeting
  • Divorce
  • Credit counseling and debt reduction
For more information on our financial planning services, visit our webpage at www.myhdvest.com/virginiajackson