Financial Independence Planning
Accounting for Legal Practices · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1495 Alan Wood Rd Ste 100, Conshohocken,...Phone Number
(610) 825-5521Website
www.kopensky.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1
About Financial Independence Planning
Kopensky Group, LLC is a modern accounting firm based in Conshohocken, specializing in tax preparation, bookkeeping, and small business accounting. With a legacy of trusted expertise dating back to the 1950s, they cater to service-focused businesses such as medical practices and plumbing services. Their services include tailored bookkeeping, tax planning, QuickBooks support, and guidance for new business formation. The firm is committed to clear communication and personalized service, ensuring clients can confidently navigate their financial journeys.Explore more
Financial Independence Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Financial Independence Pl...
<$5M
11-50
Private
<$5M
1948
TM
Thomas MorganDirector, Operations & Advisor
Company Profile Activity
Activity Insights
Financial Independence Planning is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Financial Independence Planning is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Financial Independence Planning.
Financial Independence Planning financials insights
Gather financial insights about Financial Independence Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Financial Independence Planning Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Financial Independence Planning is planning to move offices in May 2024. The move will impact approximately 1019 employees at the existing office located at 1495 Alan Wood Rd Ste 100, Conshohocken, PA.
Facilities Relocation/Expansion
Funding
Financial Independence Planning has received an SBA PPP loan in the amount of $38,752 from Wells Fargo Bank resulting in the retention of 4 jobs.
Funding
Financial Independence Planning has received an SBA PPP loan for $150,000-350,000 from Univest Bank and Trust Co., supporting the retention of 13 jobs.
Funding
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Frequently Asked Questions Regarding Financial Independence Planning
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Kopensky Group, LLC is a modern accounting firm based in Conshohocken, specializing in tax preparation, bookkeeping, and small business accounting. With a legacy of trusted expertise dating back to the 1950s, they cater to service-focused businesses such as medical practices and plumbing services. Their services include tailored bookkeeping, tax pl... Read More
