Moffet Donna

Our firm provides outstanding service to our clients because of our dedication to principles of integrity, professionalism, responsiveness, and quality. We are committed to doing the right thing at all times, ensuring that every client receives close personal and professional attention. Our high standards, personalized service, and committed staff have earned us the respect of the business and financial communities.

Tax And Consulting Services

Any good accounting consultant knows the current tax rules and regulations, but there are a handful of insightful strategists that go beyond those basic boundaries. We provide strategic financial planning and financial analysis to produce positive results for our clients.

Family Office Services

Donna Moffett LLC serves families by being knowledgeable and proactive with financial activities across a wide spectrum of services. We understand the importance of family wealth management and provide tailored solutions to meet your unique needs.

Client Accounting Services

From the smallest business idea to an organization with a national footprint, we will provide accounting services tailored to your needs. Our expertise ranges from bookkeeping to CFO services, ensuring that every client receives the highest level of support.

Business Start Ups

Beginning a new venture is both exciting and overwhelming. We assist entrepreneurs in managing a range of areas to succeed, from financial planning to compliance reporting.

Virtual Services

This service is a real money saver for our clients! No travel time and very little downtime to your business. We understand the importance of flexibility and provide virtual services to accommodate your needs.

Concierge And Family Advisory

Structuring a family office often occurs organically, with trusted personnel working with the company and its owners. We provide a comprehensive range of services, including private banking, cash management, and client accounting, ensuring that your financial needs are met with discretion and professionalism.

Our Commitment To Quality

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. We continually educate ourselves to improve our technical expertise, financial knowledge, and service to our clients, ensuring that our commitment to excellence is reflected in every interaction.