Submit the form below to book a no-obligation chat about your bookkeeping needs, tax strategy, and business goals.
Professional Bookkeeping Services for Small Businesses
Request Your Consultation
Your business financials are more than just numbers on a spreadsheet; they are the foundation of your company's growth. Cool Wealth Management provides expert, outsourced bookkeeping services, tax planning, and comprehensive wealth management for business owners, entrepreneurs, and high-earning professionals.
Every engagement starts with getting to know your business operations, your pain points, and your long-term goals. We take the stress of daily accounting off your plate so you can make decisions with clarity and confidence. At our office, you'll find:
✔ Dedicated Local Bookkeeping Services Tailored to Your Business
✔ Clean, Accurate Monthly Financials and Profit & Loss Statements
✔ Integrated Small Business Accounting, Tax & Bookkeeping Service Under One Roof
✔ Transparent, Flat-Rate Pricing with No Surprise Hourly Bills
✔ A Free 1-on-1 Introductory Session to Assess Your Books
Ready to talk about your goals? Give us a call at 623-986-1793 or complete this form to schedule your free introductory session.
* Please note that this form and standard email are not secure forms of communication. Please use this form only to share your contact information. Do not submit account numbers, Social Security numbers, or other sensitive financial details. If you prefer to speak with us directly, you are always welcome to call.
Outsourced Bookkeeping Built on Transparency
You deserve to know your exact profit margins and tax liabilities well before the year ends. That starts with clean, accurate, and up-to-date books.
Many business owners waste hours struggling with their own data entry or piecing together advice from multiple professionals. We serve as your dedicated bookkeeping firm, handling the day-to-day numbers with a clear, simple flat-rate fee structure. Whether you need ongoing outsourced bookkeeping or historical clean-up, you will always know exactly what you are paying and what you are getting.
If you are looking for a financial partner who puts your business goals first, you are in the right place.
Stop wasting your weekends in spreadsheets. We handle your monthly account reconciliation, expense categorization, and financial reporting. We provide bookkeeping services for small business owners who want to step out of the back office and focus on being the CEO.
Clean books feed effective tax strategies. We integrate your bookkeeping with proactive tax planning to ensure you never overpay the IRS and avoid surprise tax bills in April.
Grady Cool is the CEO of Cool Wealth Management. He earned his undergraduate degrees in Finance and Economics, along with a Master's in Business, at Arizona State University. He holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
Before founding Cool Wealth Management, Grady worked as a Financial Advisor at Morgan Stanley. He started his own firm because he believes entrepreneurs need a unified strategy where their daily bookkeeping, annual taxes, and long-term investments all work together.
When he isn't working with clients, Grady enjoys playing with his dog Honey and lifting weights.
“Cool Wealth Management is financial advice you can trust! Mr. Cool gives me quarterly updates on my money and my plans so I know where we stand on my financial goals!”
Adam P.
“I am impressed with Grady’s knowledge and his ability to explain the material well enough for me to thoroughly understand. He has been an incredibly helpful source to guide me in the right direction when it comes to adjusting my savings, investing, and planning for the future.”
Noah G.
"Cool Wealth Management has been with me every step of the way! I can rely on the good strategy from my financial manager to get me where I want to be. I appreciate the effort Cool Wealth Management takes in my financial goals."
Mohammed A.
Join the business owners who trust us with their financial future.
Whether you need to untangle messy books, optimize your tax strategy, or look for a second opinion on your current financial plan, we would love to meet you. Call today to schedule your free 1-on-1 session.
Whether you want to scale your business, reduce your tax burden, or protect what you have built for the next generation, you deserve an advisor who truly puts your interests first.
At Cool Wealth Management, transparent fees and personalized planning come together to help you use your business as a tool for the life you want.
