Jim Morano

Jim has a Masters in Accounting and has been helping our clients with tax and accounting services for over 25 years. He believes that the financials of a business can be a dashboard to help manage a business to maximize margins.

Areas of Experience

  • Account Reconciliation

  • Auditing

  • Cash Management

  • Consulting

  • Controllership

  • Financial Reporting

  • Financial Analysis

  • Financial Management

  • Forecasting & Budgets

  • General Ledger

  • Internal Controls

  • Management Reporting

  • Public Accounting

  • Payroll

  • Profit & Loss Responsibility

  • QuickBooks’ Pro-Advisor

Jim Morano

Jim has a Masters in Accounting and has been helping our clients with tax and accounting services for over 25 years. He believes that the financials of a business can be a dashboard to help manage a business to maximize margins.

Areas of Experience

  • Account Reconciliation

  • Auditing

  • Cash Management

  • Consulting

  • Controllership

  • Financial Reporting

  • Financial Analysis

  • Financial Management

  • Forecasting & Budgets

  • General Ledger

  • Internal Controls

  • Management Reporting

  • Public Accounting

  • Payroll

  • Profit & Loss Responsibility

  • QuickBooks’ Pro-Advisor

GET TO KNOW OUR EXPERIENCED TEAM

Chris Wilbratte

Founder and Partner

Jim Morano

Partner and CPA

Joe Osborn

Partner and CPA

Kyle Getzen

CPA

Angie Barron

Office Manager

Ajay Hingu

Tax Preparer

Kelly Manzano

Executive Assistant and Client Services

We make sure all the members of your team are communicating and are focused on the strategies to optimize your families future so that you can continue to grow as an entrepreneur and put 100% into growing your business.

Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.

Your goals. Your values. Your life.

Our Services

Wealth Management

Tax Preparation

Bookkeeping

Every Retirement Plan Should Include These 5 Points

Beware of the Tax Traps in Retirement

Contact

Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746

Office: 512.381.4500

Toll-Free: 1.800.796.5690

Email: info@echelonfinancial.com

Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.

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Copyright © 2024 Echelon Financial. All Rights Reserved. Privacy Policy | Site Design by

Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.

Your goals. Your values. Your life.

Our Services

Wealth Management

Tax Preparation

Bookkeeping

As Seen In

Every Retirement Plan Should Include These 5 Points

Beware of the Tax Traps in Retirement

Contact

Address: 4201 Bee Cave Road

Suite C-101,

Austin, TX 78746

Office: 512.381.4500

Toll-Free: 1.800.796.5690

Email: info@echelonfinancial.com

Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.

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Copyright © 2024 Echelon Financial. All Rights Reserved. Privacy Policy | Site Design by