Dougherty Financial Consultants, Inc.

Dougherty Financial Consultants, Inc. brings insurance, accounting, tax and financial planning under one roof for small businesses and private clients who lack the time or staff to manage these themselves. Its team has a background at a Big Eight accounting firm, and clients deal with a single contact for their financial affairs.

What Dougherty Financial Consultants, Inc. offers

• Insurance quotes and cover — business owners' policies, umbrella policies and homeowners' cover.
• Tax planning and preparation — returns and planning for businesses and individuals.
• Payroll and accounting — ongoing bookkeeping and payroll for small firms.
• Financial planning — advice for personal finances, including guidance for new graduates.

Who it works with

Small businesses and individuals; one long-standing client describes support through self-employment, property sales, rental property and moves between states.

Key facts

• Background: Big Eight accounting experience
• Clients since: some served since the 90s
• Resources: articles on insurance terms, water damage cover and retirement plan changes