Why Use PutmanGroup

What separates our firm from the rest is our ability to provide a Comprehensive Financial Approach with all your financial needs. As a full-service CPA firm, we also have a wealth management division called Spectrum Wealth Management, LLC providing innovative strategies to build, grow and protect your wealth. We also coordinate with our sister firm, Spectrum Capital Investment Group, Inc., providing active asset management to oversee the growth and preservation of your money.

Our firm is uniquely positioned with CPAs, CFPs and insurance specialists acting as the protector to oversee all your finances, we bring together the integrated team approach, creating the synergy and expertise required to efficiently execute a comprehensive financial approach for you.

It is crucial to have all your finances in one place because the best financial decisions are those made in consideration of one’s total financial picture. By acting as your financial guardian, we bring together all of your financial considerations to achieve your goals in a managed growing process, which is deliberate, diligent, and at the same time is cost efficient and with confidence.

As an innovative firm with a fiduciary responsibility to look out for you as a client, we have structured our services so we can provide an effective and efficient process with your accounting and tax needs. Some of these plans are on a flat fee basis and structured so we work together in a shared responsibility utilizing our virtual technology to efficiently manage your accounting.

Our Intelligent Business Management program is a tailored solution for our business clients to manage their bookkeeping, accounting, and financial statements. You have the option of having us do it all, including paying your bills, or acting more as a CFO providing critical financial feedback and strategic planning.

We will assign a designated team of professionals from our office that is your key account team. We make it critical for our experts to have a good working relationship with you. This will ensure top quality service you trust from an experienced professional from our firm.

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