Richard Bonilla mba cost accounting financial planning tax flat fee financial planning

 

 

 

 

 

 

 

 

Richard Bonilla, mba
Public Accountant / Former  New England Financial
&  AXA  Financial Planner

< Former State Licenses >

Colorado - RPI00042732

California - 20389

New Mexico - 685767

Wyoming - 51039

 

 

Thank you for considering me for your accounting, planning, and financial reporting requirements. I value your trust and look forward to building a lasting business relationship built on quality services, accuracy, on-time delivery, and trust.

This coupled with the best possible pricing makes me your best choice for planning, accounting, financial, and tax services. In my practice, I offer the following services: financial planning, tax return preparation, cost accounting services (activity based costing, target costing, process costing, full absorption costing, back-flush costing, and job costing), manufacturing systems analysis, general business consulting, and QuickBooks professional advisory services. I am experienced in DCAA & FAR government cost accounting systems. I am proficient in assessing, selecting, installing, and training employees with a number of ERP accounting systems. Unlike the commission based “insurance sales folks” who mask themselves as financial planners, I am a “flat fee” service provider. I will not sell you any products (unlike the goal of large co insurance “financial planners” ie: AXA, New England, Met Life, Prudential, etc.). I can and will recommend products when appropriate. Of course, you are free to choose who, when, and where you implement the products ( life insurance, annuities, mutual funds, investment accounts, 403b’s, ira’s, etc ) . I Have worked and completed training and certification at the large insurance companies ( AXA aka: Prudential Insurance Co & New England Financial - former Met Life Ins Co) in order to be what they term a “Financial Planner”. I went through all the SEC licensing and exams to secure my series 7 & 66 certificates.

I have a broad client base including high technology, manufacturing, distribution, energy, financial services, and software companies. I specialize in profit management. In the past, I have worked with manufacturing, service, and government organizations identifying and exploiting opportunities to increase profitability.

 

 

 

My small, select groups of clients benefit from my extensive experience with ABC and ABM implementation. In addition, I am qualified to select, install, and conduct training on network accounting systems. I have completed my practical experience requirements for both my CPA and CMA certifications. I am currently in the process of completing my certification review & exams.

I am always available your questions, comments, suggestions, and any discussions on how I conduct my business. Always feel free to call or e-mail, as I sincerely look forward to your feedback.

 

Can I help you today ? contact me @

Richard Bonilla

Berthoud
, Colorado

970.391.6365 
e mail

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