Management & Staff
Lenard has been an accountant with a CPA, CGA since 2004, and a CFP© (Certified Financial Planner) since 2010.
He specializes in working with small and medium enterprises, estate planning, financial planning, professional incorporation, business start-ups and tax planning for individuals and corporations.
Britta has been an office administrator in the financial services industry for over 10 years.
She specializes in working with staff and clients to make sure that their information is up-to-date and accurate for the compliance and planning process.
The story behind Cole CPA Group
We are here to HELP YOU be successful whatever that looks like for you.
Lenard Cole has been in the financial services industry since 1996 and in 2010 started in Accounting Public Practice while still working with AFS Advisory Group. Being torn in too many directions at once and not being able to focus his efforts in any one area, he decided to embark on his own and form Cole CPA Group as an independent firm in 2019.
Lenard Cole, for almost 25 years has had a special focus on forward planning and ongoing management for business owners and professionals. He has extensive experience in both the accounting and planning of a business, allowing his to turn numbers into meaningful data, that can help achieve:
Your financial information is not just to determine how much tax you have to pay. It's a way to see how the business is doing, what you are achieving, and it allows for informed decision making. It's not just historical data.
- More sales and revenue
- Reduction of unnecessary expenditures
- Understanding of your business and situation
- A compass to choose the next direction to take
What we do
We are Financial Planners and Accountants who manage the finances, regulatory reporting and tax requirements for our clients. This is important as neglecting the proper monthly tax and expense management often leads to frustration and a less profitable business. If you want to be free of the headaches and stress of keeping your paperwork and tax filings up-to-date by having a trusted professional take care of the process, please contact us. This allows you to be free to focus on what you are best at, working and building your business.
To transform the way that Businesses and Accountants are working together to drive their business forward.
Why choose us?
- Strong work ethic
- Uphold the values of Cole CPA Group by performing our work to the best of our ability
- Professional in attitude and appearance
- Attention to details
- Strive to achieve thoroughness and accuracy when accomplishing our tasks
- Efficiently allocate our resources to achieve our goals
- Belief in craftsmanship
- We believe in the inherent beauty of numbers and what they can tell us
- We value simplicity and utility
- Openness with our clients
- We not only raise issues and concerns with our clients but the solutions as well
- Our word and commitment to our clients over everything else
- Our clients needs are our guiding beacons
- Self Improvement
- Never stop learning and evolving into a better version of ourselves
- We strive to be on the cutting edge of the industry and pass that knowledge and benefit on to our clients
- Over Deliver
- Delivering more value than our clients expect
- Every day, every client