Jeffrey Klein CPA - Financial Planning & Training

CFA & Finance Training 📍 Carlsbad, CA 🖥️ Offline

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+1 760-727-7680

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About

Jeffrey Klein CPA offers a specialized training environment for professionals looking to master personal financial planning and business accounting within the Carlsbad community. Their sessions focus on the technicalities of the CA exam track, including tax preparation and small business financial management. By providing interactive financial problem solvers and one-on-one mentorship, they ensure that local accountants and CFO candidates have the practical skills needed to navigate the evolving regulatory landscape of California finance.

Courses Offered

Personal Financial Planning

⏱️ 5 Months 🖥️ Offline

Small Business Bookkeeping

⏱️ 4 Months 🖥️ Offline

Part-Time CFO Training

⏱️ 6 Months 🖥️ Offline

Tax Preparation Specialist

⏱️ 3 Months 🖥️ Offline

Business Accounting Systems

⏱️ 4 Months 🖥️ Offline

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Contact Info

📍 5055 Avenida Encinas #100, Carlsbad, CA, United States - 92008

📞 +1 760-727-7680

✉️ jeff@jeffreykleincpa.com

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