Your Financial Calm in a Noisy World
Meet Anthony R. Thomas, Your Financial Advisor
Hi, I'm Anthony Thomas
I help bring clarity to the financial stories behind your business.
Over the past 15+ years, I’ve worked with companies in real estate, healthcare, nonprofits, and tech—often stepping in when the numbers felt overwhelming or the systems weren’t quite working. What I’ve learned is this: every business has a financial story.
My role is to help make that story clear, accurate, and aligned
with your goals.
Sometimes that means setting up QuickBooks from scratch. Other times, it’s reconciling ledgers, cleaning up outdated processes, or creating cash flow systems that support your day-to-day decisions. I look for patterns, simplify the complicated, and make sure the financial side of your business isn’t holding you back.
In addition to accounting, I also offer financial advisory services—like life insurance, long-term care planning, and investment strategies—because money isn’t just about numbers. It’s about peace of mind. And I believe you deserve both.
If your financial systems feel chaotic or unclear right now,
I will be honored to help you write a more grounded, confident chapter to bring calm into your financial world.
Choose Your Path:
⭐️QuickBooks Services
⭐️Financial Advisory Services
SOLUTIONS AT A GLANCE
Ongoing Bookkeeping
Consistent bookkeeping, and clear reports—you always know where you stand.
Updating Records
We keep your financial records clean, current, and ready for whatever’s next.
Bank Reconciliation
We match your books to your bank—so nothing slips through the cracks.
Retirement Plans
Smart strategies to help your future self retire with confidence.
Long-Term Care Planning
We help you plan so you and your loved ones are never caught off guard
Life Insurance
Protection that grows with you—because peace of mind shouldn't wait.
Generatiolnal Wealth
Build a legacy that supports your family—now and for generations to come.
Wealth Management
Tailored advice to turn your goals into lasting financial growth.
The Calm
Approach
In a noisy world of financial stress and confusion, my goal is to bring calm, clarity, and confidence to every client. Whether you need help with your books or your future, I’m here to guide you with care and professionalism.
Why Choose Me as Your Financial Consultant?
-
If you want peace of mind with your finances, then you’ll want someone who brings clarity—not confusion.
-
If you’re tired of generic advice, then you’ll appreciate a plan that’s actually built around you.
-
If you’ve got goals but no clear path, then I’ll help you map it out—step by step, without the overwhelm.
-
If numbers make you anxious, then I’ll make it feel simpler, calmer, and more in your control.
-
If you’re building something that matters, then I’m here to protect it, grow it, and walk with you along the way.
👉 Let’s talk about what matters most to you.
I’ll bring the calm—and a clear plan.
Why Clients Trust Me?..
LISA JACKSON
Anthony made QuickBooks finally make sense. I actually feel in control of my numbers now.
⭐️⭐️⭐️⭐️⭐️
CARLOS RIVERA
He explained my financial options like a friend, not a salesman. I trust him completely
⭐️⭐️⭐️⭐️⭐️
DENISE WASHINGTON
Reliable, calm, and always a step ahead—Anthony is my business lifeline.
⭐️⭐️⭐️⭐️⭐️
JAMAL YORK
Accounting used to stress me out. Now, with Anthony, it’s just handled.
⭐️⭐️⭐️⭐️⭐️
SHEILA TOMPKINS
His advice helped me protect my future and grow with confidence.
⭐️⭐️⭐️⭐️⭐️
