Matt Cervoni
Founder & CEO at Real Books CPA, PLLC | Lexington, Kentucky, United States
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Matt Cervoni is a dynamic leader in the accounting industry, serving as the Founder and CEO of Real Books CPA, PLLC, where he specializes in proactive tax planning for real estate investors. With a deep understanding of the complexities of real estate taxation, Matt leverages his expertise to provide tailored solutions that optimize financial outcomes for his clients. His firm is known for its commitment to delivering comprehensive financial services, including meticulous tax preparation, consolidated financial statements, and insightful financial statement analysis.
Under Matt's guidance, Real Books CPA has successfully launched several key projects aimed at enhancing client engagement and education. One notable initiative is the development of an interactive online platform that simplifies tax processes for real estate investors, allowing them to access vital resources and tools at their convenience. This innovative approach not only streamlines operations but also empowers clients to make informed decisions regarding their investments.
In addition to his role at Real Books CPA, Matt is also dedicated to nurturing the next generation of leaders as a lacrosse coach at Lexington Catholic High School and Commonwealth King. His experience in teamwork and social networking extends beyond the office, where he emphasizes the importance of collaboration and strategic thinking both on the field and in financial planning.
With a strong command of QuickBooks, Microsoft Excel, and other essential software, Matt combines technical proficiency with a proactive mindset, ensuring that his clients receive the highest level of service. His commitment to excellence and passion for real estate finance position him as a trusted advisor in the industry, making Real Books CPA a go-to resource for investors seeking to navigate the complexities of tax planning.
Founder & CEO at Real Books CPA, PLLC in January 2022 to Present
Head Lacrosse Coach at Lexington Catholic High School in September 2023 to Present
Senior Accountant - Wealth Advisors at LBMC in August 2019 to December 2021
Audit Intern at Blue & Co., LLC in May 2018 to August 2018
Investment Analysis and Portfolio Management Practicum (FIN 485) at Gatton College of Business and Economics in June 2017 to January 2018
Financial Audit Intern at Fifth Third Bank in May 2017 to August 2017
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Real Estate
Tax Planning
QuickBooks
Tax Preparation
Real Estate Investing
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Time Management
Leadership
Consolidated Financial Statements
Financial Statement Analysis
Social Networking
Teamwork
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Discover more about Real Books CPA, PLLCWhat is Matt Cervoni email address?
Email Matt Cervoni at [email protected]. This email is the most updated Matt Cervoni email found in 2026.
What is Matt Cervoni phone number?
Matt Cervoni phone number is +18594370016 and +18596237380.
How to contact Matt Cervoni?
To contact Matt Cervoni send an email to [email protected]. If you want to call Matt Cervoni try calling on +18594370016 and +18596237380. (updated on October 31, 2024)
What is Matt Cervoni net worth?
Matt Cervoni has an estimated net worth of $750,000 to $999,999
What company does Matt Cervoni work for?
Matt Cervoni works for Real Books CPA, PLLC
What is Matt Cervoni's role at Real Books CPA, PLLC?
Matt Cervoni is Founder & CEO
What industry does Matt Cervoni work in?
Matt Cervoni works in the Accounting industry.
Matt Cervoni Email Addresses
Matt Cervoni Phone Numbers
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