Louis J. Costanzo III, CPA, MBA, PFS, CGMA, CFP®, is the manager of Costanzo & Associates, PLLC, and is licensed to practice in the States of Ohio and West Virginia. Lou has a Bachelor's degree in Business Administration with a specialization in Accounting from Marshall University. In addition, he has a Masters degree in Business Administration with a specialization in Finance from Xavier University.
Lou was employed by Coopers and Lybrand in Columbus, OH, for 7 years prior to starting his own firm in Wheeling, WV in 1976. Lou is a member of the American Institute of Certified Public Accountants, West Virginia, Ohio and Pennsylvania Societies of CPAs.
Lou serves on the West Virginia Board of Accountancy and served as President of the West Virginia Society of CPA'S for the 2003-04 year. He is a prior member of the council of the AICPA. He has served as a member of the Tri-State Tax Institute, and is a past president of the Estate Planning Council of the Upper Ohio Valley. Lou has a West Virginia Insurance License, Series 7 Securities License and Series 66 Securities License and is a member of the AICPA Certified Forensic and Valuation Services division. In addition, Lou has served as a speaker at numerous seminars regarding accounting, tax and valuation issues, has taught courses at local colleges, and has written articles for professional journals.
If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business.
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Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.
Black Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.