Cedar Elm Financial Services. Straightforward, honest, financial advisors.
Our
Values
Accurate & Dilligent
Cedar Elm is committed to the highest standards of accuracy in all our work. Through meticulous attention to detail and diligent effort, we ensure the reliability and integrity of financial information for our clients.
Trust & Integrity
We believe that trust is the foundation of strong client relationships. Cedar Elm operates with unwavering integrity, honesty, and transparency in all our interactions, earning and maintaining the confidence of those we serve.
Client Focus & Partnership
We prioritize understanding our clients' unique needs and goals. By fostering collaborative partnerships, we provide tailored solutions and proactive advice to help them achieve financial success.
Future-Forward
We embrace technological advancements, including the power of AI, to enhance our services and provide insightful, future-forward solutions. By continuously exploring and integrating innovative tools, we empower our clients with greater efficiency, accuracy, and strategic financial clarity.
Partner with a professional that believes in providing expert services with unwavering client focus.
Aaron Lee, CPA
Founder
Hi, I’m Aaron Lee, a licensed CPA and founder of Cedar Elm Financials LLC, a solo CPA practice dedicated to providing personalized accounting, bookkeeping, and CFO services for small to medium sized business owners, freelancers, and entrepreneurs.
With over 9 years of of public accounting experience, I’ve helped hundreds of business owners maintain accurate monthly financial statements, file business or personal tax returns, and make smart financial decisions.
Location
aaron@cedarelmfs.com
(469) 207-1983
McKinney, TX
CONNECT WITH US