Find a Financial Planner in Phoenix

Various Finance and Accounting Services, from large to small adhoc projects with tailored solutions specific for your situation or company.

Remote & In-Person Service Since 2009; Employer, Family, & Individual Affiliated Management & Tax Solutions *Retirement: IRA, TSP, 401(k), 403(b), 457(a) *Investments: Annuities, Mutual Funds, Bonds, Equities Cryptocurrency Asset *Insurance: Life, Disability, Health Business Succession *Tax-Favored Gifting: Employer, Non-Profit, Education *Financial Firm Services: FMO/IMO, Brokerage, Practice Management

We offer a wide range of services to our customers. Human Resource management to bookkeeping. Knowing how to protect your companies assets and mange the funds associated with doing so is vital to successful business operation.

Business. Money. Taxes. Retirement. Savings. Whether you’re a business or an individual, these five areas affect you in every possible way. At times, these things can be extremely overwhelming, especially if you are trying to manage your family’s finances or your company’s books. We're passionate about managing tax and financial burdens with efficient & legal tax and life insurance planning.

Versatility in accounting and taxation. Have also done bookkeeping and financial audits. Personal attention to my clients' needs. Not simply competent with technology, I've also done computer programming. CPA in Arizona, California and New York. Registered as a CPA in Arizona. French speaker; have done financial translation work involving a French-speaking client's payroll tax returns.

Sonrise Accounting, LLC focused on for-profit and non-profit entities, Cash flow is king in any business. We would love to assist with your business needs or concerns you may have. My experience has been diverse, with 40 years experience in many entities. Our team is comprised of myself, another CPA (deactivated like me), an office manager, data entry individual and accountant/writer, copywriter.

Full service accounting, payroll and taxes, but we customize service to fit your needs. Payroll has all the bells and whistles of the big guys but less cost and more flexibility. Initial consultations are free, and can be done in person, by telephone, or by Zoom.

Our approach is comprehensive, both financially and integrated with your life's purpose. We care about integrity, family, ethics, accountability, and education. Our vision is a world where everyone understands how money works and how to make it work for you.

Seeker Solution is essentially your company's outsourced Chief Operations Officer. Already have one? That's okay too! Our services are designed to fill your specific organizational needs with our customized business management solutions. Our model frees you up to focus your time and attention to your area of strength and delivering your own products and services as you consult with us to overcome your operational obstacles.

I am in the Business of helping others start their business. From pitch decks, business plans, branding, grants and funding.

We are a Full-Service Insurance and Investment agency. From Health, Life, Auto & Home as well as Business Group Employee Benefits and Business Planning & Protection Services. We help business, individuals and families create a plan for their future and help them achieve the short-term and long-term goals they want and deserve!