Duncan Financial Solutions, PLLC Financial & Investment Services | Accountants | Consultants

105 Anna Cove
Madison, MS 39110
(601) 937-3585
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100% Virtual
Mon - Fri: 09:00 am – 05:00 pm

who to contact

Duncan Welch, CPA, PMP, CSM, MBA · Founder & Managing Partner · Phone:(601) 937-3585  · Send an Email

about us

Duncan Financial Solutions, PLLC empowers small and medium-sized business owners with the accounting and advisory solutions needed to make informed decisions that lead to growth and family prosperity. Their custom automated accounting action plan, paired with skilled online accountants, enables businesses to spend less than half an hour each month on accounting, freeing up valuable resources for more strategic pursuits. From tax planning and investment analysis to outsourced CFO services, Duncan Financial Solutions provides a range of services to support the financial health of entrepreneurs. Our goal is to handle the complexities of financial management so you can focus on what you do best, running your business. Let us be your trusted partner in achieving success.

highlights

  • Accounting | Advisory | Bookkeeping | Tax & Succession Planning | Outsourced CFO | Investment Analysis | Bus Valuation