Five Star award winner Katerina Maney

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Cincinnati Five Star award winner
            
            PROFESSIONAL PROFILE
                            
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Katerina ManeyCPA
KCM & Associates CPAs, Inc.
10700 Montgomery Rd Ste 125-A
Cincinnati, OH 45242
Office: 513-860-9700
katerina@kcmcpas.com
Professional ApproachKaterina is the founder of KCM & Assoc., where she focuses on helping business owners understand the financial side of operations and identify opportunities for growth while maintaining a strategic tax mindset. KCM & Assoc. strives to make tax preparation and planning for both businesses and individuals an understandable process, bringing peace of mind to clients each step of the way.

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                    The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 5  Cincinnati-area investment professionals with the Five Star Investment Professional award.