About Our Practice
Jedadiah Luke Chilton, CPA PLLC, is a CPA practice that specializes in catering to the unique needs of independent insurance agents, focusing on those in the Medicare and life insurance sectors. Our range of services includes essential bookkeeping, tax preparation, strategic financial advisory, and exit valuation services, all tailored to support our clients' financial success.
CFO Services and Strategic Planning
Our CFO services offer high-level financial oversight and strategic planning, guiding clients through financial landscapes, identifying growth opportunities, and navigating complex challenges. Our strategic planning encompasses revenue forecasting, risk assessment, and long-term financial planning.
Exit Valuation Services
Understanding the value of your business is crucial for retirement or selling your insurance agency. Our exit valuation services provide a comprehensive assessment, offering an accurate valuation of your business. We have guided numerous insurance agents through this critical transition.
Proven Success
Our track record is a testament to our success. We have consistently aided insurance agents in achieving their financial goals through holistic approaches to business planning, strategic forecasting, and expert exit valuation services.
Reaching Our Clients
Our marketing efforts extend beyond traditional boundaries, focusing on digital outreach, industry-specific networking, and effective referral programs. This allows us to connect with our clients on a deeper level, understanding their unique challenges and offering tailored solutions.
