All About Me
Holly Signorelli is a CPA, Wealth Strategist, Business Consultant, and Author. She is also an investment adviser representative with Cabana, LLC.
Holly has worked with thousands of business owners and now has a boutique firm to work with high-end clients and handle their financial needs. She’s taken many clients through selling their business or real estate, and many times for multi-millions! She can help you keep more of what you make through her unique business strategies from her 26 years of working with business owners.
Holly also helps you take all of the tax deductions that you can and she can set up a financial plan for your personal goals. Through her connections with attorneys, you can get contracts, estate planning, wills and more. If you are a financial planning client you will have access to the money managers through Cabana, LLC.
Corporate & CPA Services
Holly works with 7 and 8 figure clients. Most of her clients have multiple entities and real estate, which is one of her expertise. She also specializes in powerful retirement plans that can save clients over $100K in taxes.
Holly can act as your CFO. Over the years, Holly has noticed that so many large clients take on a CFO for anywhere from $150K to $350K in salary plus benefits. The truth is that many 7 and 8 figure companies, only need the role of a CFO occasionally. That’s why Holly packages her services based on the needs of each and every client, into a flat monthly retainer that allows the owner to focus on their own genius while she handles all of the moving parts of the company.