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    Receive fast, free Business Financial Planning quotes from the best Financial Planners near Atlanta.

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Financial Planners in Atlanta ready to help


ALTIUS

ALTIUS

ALTIUS is verified Certificate of Excellence 2019

We are a CPA firm that offers full financial services, business tax and bookkeeping tailored exclusively for business owners looking for the highest quality of work and tax strategy. To schedule a call to help determine whether we are a good fit please use the below link. https://calendly.com/michael_altius/intro-call Before the call please review the below link to our core services pricing so we can discuss any questions when we talk. https://www.altiuscpa.com/pricing  

StarterUpper Inc

StarterUpper Inc

StarterUpper is a Los Angeles based boutique business consulting firm. We specialize in helping small businesses and freelancers with the "business" part. Our passion is solving our clients problems in an efficient and cost effective manner. Could you use a hand with any of the following? -Keeping your LLC/Corp filing in good standing (or forming the right one in the first place) -Having an easy to use bookkeeping system to keep track of your dollars and cents -Making sure all business licenses and permits are filed and renewed on time -Creating and sticking to a proper business plan -Advanced consulting on business strategy -Review and update your business documents -Improving your cash flow -Getting your state, local, and federal business taxes paid on time -Cut unnecessary expenses and make more money -Negotiate better terms for your banking, loans and credit cards These are just a few of the services we provide for our clients. We look forward to helping you and your business!  

RMoon Consulting

RMoon Consulting

RMoon Consulting is verified Certificate of Excellence 2019

Our team has over 100 years of combined experience working with small and medium sized businesses just like yours. Our executive level consultants work hand in hand with you to solve complex problems and implement lasting solutions. - Start-Up & Business Planning - HR Planning & Policy Implementation - Supply Chain Management - Funding and Financing - Leadership Coaching and Training - Strategic Planning - Organizational Change Management - Sales and Marketing Training - Human Capital Management Contact us today to schedule a consultation with a business solutions expert. 

TECHANDTAXES LLC

TECHANDTAXES LLC

TECHANDTAXES LLC is verified Certificate of Excellence 2019

TechandTaxes offers more than just tax services. We strive to be a business partner for our clients, providing both tax and business consulting services specific to your industry as well as administrative and back-office services. Dedication. Honesty. Integrity. Competence. TechandTaxes is dedicated to delivering exceptional work coupled with unparalleled client service. Our expertise, innovation and experience allow us to provide you with the highest professional standards in personalized accounting, tax, and administrative services. TechandTaxes prides itself on values such as competence, honesty and integrity. We strive to be your partner in creating a solid economic foundation for your personal and professional success. Whether you desire help with an income tax return, assistance with 1099’s, bookkeeping, payroll and accounting services, or are in search of an interim controller to get your start-up off the ground, we are here to help! 

Lineal Certified Public Accountant (CPA)

Lineal Certified Public Accountant (CPA)

Lineal CPA is a boutique full service accounting firm focused in supporting growing businesses with our tax and accounting expertise. We are the leading firm by delivering quality and value to our clients. We take a great pride in our tax expertise and our staff includes former tax auditors with 10+ years of experience. 

J Street Advisors

J Street Advisors

J Street Advisors, based in Southern California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting. Our mission is to perfect your plan. 

Outsourced Business Solutions LLC

Outsourced Business Solutions LLC

Outsourced Business Solutions, LLC is a one-stop full-service support source for startups and small business owners, providing business registration, bookkeeping, payroll, human resource management, IT, insurance, tax and other services. If you are too busy to do administrative and support work yourself, we will do that for you so you can focus on your customers. You do what you do best, and we will take care of the rest! 

Walstar Technologies

Walstar Technologies

Walstar Technologies is verified Certificate of Excellence 2019

We are an INDIA based Web Application Development Company and serving clients all across the globe. We mainly focus on Website Designing & Development for both Open Source and Microsoft Technologies Platform. We have well rounded skill set including strong collaboration and problem solving skills. We excel in following areas 1. Designing SEO-driven websites that exceeds client expectations 2. Managing developer time to ensure milestones are met. 3. Developing project scopes and coordinating delivery schedules. 4. Working closely with staff and clients to optimize work flow. 5. Write maintainable, scalable, responsive, and cross-browser code.  

TS Tax & Accounting Services

TS Tax & Accounting Services

 

Jay Folds Military Financial Coaching

Jay Folds Military Financial Coaching

 

Athan Slotkin Inc.

Athan Slotkin Inc.

Yale MBA, Multi-Time Successful Business Founder and Ex-Corporate Exec I have 15 years experience in strategy consulting, loyalty/rewards marketing, and have created several successful businesses. I've consulted to numerous startups at various stages from pre-seed through Series D. I have a strong breadth of industry expertise having completed projects and built businesses in travel, financial services, real estate, retail, grocery, gas. I've created rewards programs around the world and managed Membership Rewards partnerships at American Express as well as the Black, Platinum, and Gold Cards and developed a portfolio-wide strategy. I have my MBA from Yale University and my BA from Cornell University. I'm fast and hyper-reliable (that's the New Yorker in me) and pride myself on my multitasking ability (I used to have a day "corporate" job with four of my own successful businesses on the side). I believe in developing a tight plan up front for every project and really focus on iterative development - I very much like establishing checkpoints with clients as I want them to be part of the process. In terms of industries, there's not an industry I haven't advised on - everything from retail to financial services to advertising to media to sciences. I love having diversity in my projects and developing the optimal business strategy. I'm also a game theory expert so I always very much focus on the competition and making sure the businesses I advise on are positioned appropriately. Personally, I'm a lifelong athlete (basketball, football, soccer, tennis), avid traveler (100+ countries and counting), and love food. I also used to be a professional poker player which paid for both college and grad school. - Hablo español - Je parle français As I'm newer to Bark, here are a few blurbs from my clients: "Athan just gets business. I've worked with him on several different projects and he always has an incredible way of distilling the problem and developing a smart strategy." - Tara, Brand/Business Model Agency Owner "Athan is the consummate New York business person - it's no coincidence he's so good at helping others. He's gritty and reliable. He always delivers" - Kevin, Real Estate Business Owner "Hire him and give him some working space - he will surprise you." - Brian, former boss. "There are not many people who can wear so many hats simultaneously - Athan is a rare person." - Tom, Strategy Consultant 

Overcoming obstacles

Overcoming obstacles

I have been coaching people all over the world for the last 18 years in the areas of finance relationships and life coaching . I look forward to work with you . This is done over the phone which comes with tremedous advantages In cost, flexability and comfort in sharing compared to in person. its absolulty the most effective way to coach finance coaching Debt, budgeting, investing, understanding money, life coaching Goals, positive habits, business start ups relationship coaching I have all types of plans available from per call to open acess 30 day to 6 months of continuous coaching. finacning available payments accepted Venmo/cashapp/zelle/ feel free to text me directly to set up a free phone consultation 

Acuity

Acuity

Acuity is verified Certificate of Excellence 2019

Acuity offers a full range of outsourced bookkeeping and accounting services. Our bookkeeping services handle day-to-day tasks like managing of your accounting systems, customer invoicing, bill payments, and payroll. Our controller services can help with more technical matters like accrual-based accounting, financial reporting, and building of financial processes. And our CFO services can help provide financial guidance, perform financial modeling, and assist in capital and debt raises. We even have a cleanup practice dedicated to fixing books that may have become a bit messy. Since 2004 we've worked with thousands of small business helping them build better accounting functions through using more modern accounting tools, better financial processes - all with the assistance of our team of U.S.-based W2 employees that will work as a fractional part of your team. If you are looking for help modernizing your accounting function and getting some of the back office tasks off of your plate, we would love to talk with you to see if the Acuity team could help! 

ShorePoint Communications

ShorePoint Communications

ShorePoint Communications was founded by David Francis, Senior Creative Director & Strategic Marketing Consultant with over 29 Years of Healthcare Marketing, Creative Design, Web Development, Digital Marketing Experience, and Printing and Direct Mail. We excel at bringing new patients/customers to your practice/business. Managing your company’s growth takes skill and strong support. Having a reliable creative resource is the strategic imperative that can make the difference between success and disappointment. We’re an agency that's successfully incorporated digital media and conventional marketing into it's clients branding mix for more than 20 years. One whose only agenda is delivering the right message, to the right audience, through the right channels. Who's 100% committed 100% of the time. You could hire a separate digital agency to build your website. Maybe another to manage you social media. But multiple agencies struggling to keep content aligned while also trying to pilfer each other’s work is a recipe for inefficiency. And disaster. We are ShorePoint Communications– a creative ally that can be your best support. • Digital Strategy • Paid Search Strategy • Chief Marketing Officer • Brand Strategy • Branding • Logo Design • Graphic Design • Marketing Strategy • Design • Advertising • Web/Interactive Design & Development • Printing • Direct Mail • Fulfillment Services • Media Buying • Digital Video • Photography • SEO/SEM • Paid Search and Social Management • Analytics and Consulting • Mailing Lists • Email Marketing Real People . . . Real Work . . . Real Results . . . 

Classy Consulting

Classy Consulting

Thanks for visiting our profile! PLEASE READ: In order to give you a quote for services please send us an email or text to setup an appointment. This is the only way to best serve your potential needs. Here’s a little information about us: We offer the following services using cloud technology to perform the tasks remotely from our office location: Formation Services Bookkeeping & Accounting Tax Planning Tax Preparation (Business/Personal) Budget Analysis Personal & Business Credit Building Let us help you take your business to the next level! 678-915-9398 info@classyconsulting.org  

The Affinity Group International

The Affinity Group International

TAGI is an International Brand Strategy Consultancy Empowering Businesses to Thrive Profitably and Passionately in Today’s Ever-Evolving Business Landscape. We offer: - Branding (your identity) - Visuals Design (your look) - Experiential Events (your feel) and - Strategic Planning (your plan) services. We empower you to make strategic decisions backed by data, have merchandise your customers crave, produce creative driven by your story, and cultivate brand affinity through events. We are not business “coaches,” we are strategists. There is purposeful data and industry research behind each decision we make for ourselves and for our clients – regardless if you’re working with us on your logo design or if we are creating a financial plan for your merchandise inventory. This is the critical piece that sets us apart from other companies. Our 13+ years of fashion and design industry experience make us an essential resource for brands and shops looking to start, grow, and expand. Our team is known for our collaborative and energetic work style, and conducting business with integrity and transparency. All of our clients receive their own digital project portal where we manage all the details of their project and communicate constantly. For all design projects, clients receive both a Visuals Designer and a Creative Director for their project. ----------------------------------------------------------------------------------------------------------------------------- To give you a little insight into the heart of TAGI, you have to understand the word Affinity. We always hear and read about brand loyalty, but the ultimate goal of brands is a level higher and more coveted than loyalty, brand affinity. When the connection you have with your customers becomes an emotional connection, it is called brand affinity. It’s when your customers adore you, can’t live without you, will wait in line for you. Think Apple, Starbucks, Jordan. This is where you belong, and TAGI exists to help propel you there. ----------------------------------------------------------------------------------------------------------------------------- Our Portfolio: www.theaffinitygroupinternational.com/designportfolio For More Info on Branding Services: www.theaffinitygroupinternational.com/brand-identity For More Info on Strategic Planning Services for Brands & Retailers: www.theaffinitygroupinternational.com/strategic-planning For More Info on Experiential Events & Pop Up Shops: www.theaffinitygroupinternational.com/experiential-events For More Info on Visuals Design & Styling: www.theaffinitygroupinternational.com/visuals-design 

GRACE M WILLIAMS CPA PC

GRACE M WILLIAMS CPA PC

 

Platinum Financial Services

Platinum Financial Services

Platinum Financial Services is verified Certificate of Excellence 2019

Platinum Financial Services has revolutionized the way that accounting services are provided to small and mid-sized businesses. Our purpose is to help the owners of these companies achieve their goals and maximize the value of their business. Vision. To be the source for financial health for small business. Mission. To make business owners lives better through excellent financial management. Culture. Platinum Financial Services’ corporate culture is based upon a practice-what-we-preach philosophy. Each member of our team sets goals, implements them, and achieves success while balancing the competing demands of work and personal life.  

Rise Business Solutions

Rise Business Solutions

RISE BUSINESS SOLUTIONS helps business owners build, scale and sell their business. We offer a range of services from tax preparation and year-end tax strategies, business consulting, and business brokerage. We also offer online business courses through RISE BUSINESS ACADEMY. 

S Accounting and Tax, LLC

S Accounting and Tax, LLC

S Accounting and Tax, LLC  is verified Certificate of Excellence 2019

 

Crankset Group

Crankset Group

We are a team of season Business Advisors, successful small and large business executives who have helped other build successful companies. We work within our clients budgets so we do not hinder cash flow and work predominately on performance bonus. Happy to spend time on the phone deciding if we are a fit. We will gladly answer any questions during initial consult and do not charge for our services until our clients decide we are worth the time, energy and effort. Scott Connors 303.862.0507 

Precision Bookkeeping Solutions Inc

Precision Bookkeeping Solutions Inc

Services For Individuals Personal Financial Planning Retirement Planning Estate Planning Elder Care Expatriate Tax Services Business Services Payroll Part-Time CFO Services Audits - Reviews - Compilations Forensic Accounting Cash Flow Management Bank Financing Business Valuation Strategic Business Planning Succession Planning New Business Formation Non-Profit Organizations Internal Controls Litigation Support Tax Services Tax Preparation Tax Planning Tax Problems IRS Audit Representation Non-Filed Tax Returns Back Taxes Owed Payroll Tax Problems IRS Liens IRS Levies IRS Wage Garnishment IRS Seizures IRS Payment Plan Offer In Compromise Bankruptcy Innocent Spouse Relief Get Your IRS File QuickBooks Services Why QuickBooks QuickBooks Setup QuickBooks Training QuickAnswers QuickTune-up QuickBooks Tips Buy QuickBooks and Save  

AnalyticSherpa

AnalyticSherpa

AnalyticSherpa is a team of financial and business experts with years of experience in data analytics. We help institutions accelerate success with expert data management and cutting edge risk analytics. Our over 100 years of combined experience and expertise in developing and managing analytic departments for large financial organizations will help you create and maintain an efficient and effective data infrastructure. AnalyticSherpa can help you visualize your data to uncover opportunities, identify trends, pinpoint and prevent risks and model and forecast solutions. AnalyticSherpa is bringing innovative, substantial institutional knowledge and analytics to smaller businesses.  

Lucita's Accounting Firm Inc.

Lucita's Accounting Firm Inc.

Lucita Simervil has a Bachelors of Science degree in accounting from CUNY University of York College, and has received her Masters in International Business Administration from The University of Phoenix. She is also a PhD. Candidate. Early on in her career, Lucita spent some time employed as an auditor with the NY City Board of Education. She started her own tax and accounting firm (Lucita's Accounting Firm - LAF), more that 15 years ago. LAF has operated in the same location since its inception. LAF continues to grow by providing top-notch tax and accounting services to more than 1000 clients. Various other business services are also offered through LAF. Feel free to inquire.  

All Accounting & Financial

All Accounting & Financial

 

PeachCap

PeachCap

 

Poinsette Tax & Accounting

Poinsette Tax & Accounting

 

FIG Tree Capital Ventures LLC

FIG Tree Capital Ventures LLC

FIG Tree Capital Ventures LLC is an investment services firm that specializes in helping accredited investors identify, evaluate, and acquire high quality direct investments in real estate, energy, and technology. We dedicate ourselves to helping busy professionals and high net worth individuals create long term cash flow, asset appreciation, and significant tax benefits. Furthermore, we conduct our business with a level of transparency and customer service unmatched anywhere else in our industry. 

Close To Open Consulting

Close To Open Consulting

Full Service Business Consulting, Coaching, Mentoring, with a specialty with Management Contracts, Management Recruiting, Management Training, Leadership Development, Consulting for Restaurant and Small Business Startups, Layout & Design, Equipment & Furniture Selection, Custom Consulting Services for All Concepts, Site Selection/Negotiation, Employee Job Descriptions, Operation Manuals, Professional Business Plans, Demographic Studies, Daily P & L Implementations, Break-even Analysis, Nationwide Spotting Services, Facility Inspections, ServSafe® Food Sanitation Training, Recipe Analysis & Creation, Staff Training, Marketing Analysis, Video, Photography, H.A.C.C.P. Planning, Security Plans, Social Media Marketing Plans, Social Media Management, Website Design.  

Signature Accounting Services LLC

Signature Accounting Services LLC

 

The Tax Guru

The Tax Guru

We are a FULL service Tax preparation office with accounting and business consulting. We specialize in truly maximizing your tax return. Much of our business is also amending previous tax returns that other companies had prepared yet we are able to still get much more money back for the tax payer. Tax Planning can save your company thousands and up. Business consulting can save you thousands in time and money. Many start a business without any idea how to setup the corporate structure or even which one they need. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Professionalism Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Responsiveness Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. Quality A tax firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted tax preparation company is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality is the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime. 

Hall's On Post, Inc.

Hall's On Post, Inc.

 

Coach Kat Nesbit & TEAMS

Coach Kat Nesbit & TEAMS

There comes a time when the entrepreneur can no longer rely on his nimble action or adept response rate to “manage” his business. And, there comes a time when a manager who’s feeling inadequate to the job can no longer rely on his or her one-size-fits-all leadership style and lack of tools for communication to do a good job well. How have you gone about structuring and defining your business, your department(s)? How are you making it “franchis-able”? Can we make leaders? Can we make ourselves into leaders? Of course, we can! Don’t believe me? Check out Harvard’s educational offerings starting at $48,000 a class. I am a Phase 2 Transitional coach. In case you don’t know what that is, It’s the transition of a company from leader-centric to business-centric, from "cowboy" style to structure and systems, from doing everything at hand and putting out the fires in front of you to getting back to your specialty and adding the skills of leading to your toolbelt. Its transitioning from a start-up that’s been busy to a thriving company with systems, structure, people with skills who have your back, and common vision and goals, communicated well… or not. Being a good leader is simply a compilation of good habits and actions that each of us wants to hone, no matter our field or level of management. Because good leadership development includes a collection of skills that we can all use in self-management and personal development! What about your team? This is going to seem pretty intuitive. But how many of us practice consciously developing the culture in our businesses and our teams? How many of us know how? What systems do you have? What skills have you honed? Have you built a team that can stand without you? If you ever want a life outside of work, this is imperative. It is also courageous as it reminds one that none of us are invaluable. And thank goodness! You get to leave without disaster taking over! And lastly: How well do clarify your intentions, ensure your team has all the skills and tools needed, and champion your people on their successes? What tools do you use to measure success? How well do you use and share them? Are you choosing lead measures and effecting change quickly? Do you know how to hold your team(s) and yourself to what you said you’d do? Do you have systems for holding people accountable and for supporting their failures? Are you convinced the activities you have chosen to affect your goals are relevant activities for gaining results? What tools are you using to support you and your team; keeping your eyes on the ball? What are you doing to keep your goals top of mind? We offer solid frameworks for your particular business situation to help you find the answers you seek to the individual and complex problems of your company. Then we execute them and learn, in real time, what working and what's not. And then! We make some choices on what to do about it. All the while you're building your toolbelt for success and the future. Learn more about us at http://katnesbit.com 

IMC

IMC

An Award Winning, MBE Certified Full Service Marketing Agency, Built for Today. We Help to Drive Quicker, More Positive Outcomes for Brands Through Strategically Creative Execution of Modern Video Production, Media Planning & Distribution, Influencer Marketing, Branding, and Customer Acquisition Services. Content Is King and Our Crowning Achievement is Improving the Bottom-Line of your Business Kingdom. It's Time To Put Your Brand In Check.  

Vanetta Stringfield Keyes

Vanetta Stringfield Keyes

 

10 Key Solutions.com

10 Key Solutions.com

We provide payroll, tax and accounting services for individuals and small businesses. We specialize in helping the small business in the financial aspects of their business to insure they are on the right track for success. We provide a range of services from the monthly summary and review of their work all the way thru to the day to day processing of the financial aspects of their business, acting as an outsourced accounting department/CFO. We also provide cost effective and flexible payroll services. For a monthly fee we process payrolls according to the established payroll schedule but if you have an extra check to run during the month, it does not cost you extra. Paying your employees is easy with free direct deposit! We manage the payroll taxes so that you keep your money until it is needed to pay the taxes instead of being in another companies pocket. Contractor payments - we can also manage your payments to contractors, insuring that you have the necessary documentation and process the Form 1099's at year end. Contractor payments can also be direct deposit. Then there are taxes, everyone has to pay taxes and we take that burden and process returns to insure that you are taking advantages of all deductions that you are due. We process all types of returns - individual, LLC, partnership, S-corporation, C corporations and small non-profits. Our services are not limited by borders - we can provide all of the listed services to clients in all 50 states. Most importantly, we take pride in establishing relationships with our clients; the phone is answered by people and not machines, everyone in the practice knows you and what services we are providing and we pride ourselves in providing the best service to our valued clients.  

Robbin's Tax & Bookkeeping Service

Robbin's Tax & Bookkeeping Service

 

Jasale Finance & Consulting

Jasale Finance & Consulting

Jasale Finance is your Management Accountant on the go! We will be with you and your business from start up to a succession plan. I understand the load management duties can be so let us give you piece of mind, knowing you have a company behind you making sure your financial picture is bright! Our mission is to improve the client's money management, credit worthiness, and management skills to have a valuable financial picture; all while, providing superior customer service and continuously educating the customer. 

Accurate Accounting Solutions, Inc

Accurate Accounting Solutions, Inc

Accurate Accounting Solutions, Inc. is a full service CPA firm specializing in helping small businesses and not-for-profits to unlock their full business potential through personalized accounting services and profitability consulting. We focus on providing business owners accurate financial information in an understandable form. We strive to give you the most complete, accurate, and relevant information needed that will allow you to build your business for many years of success. 

Branding & Creative Business Concepts

Branding & Creative Business Concepts

Branding & Creative Business Concepts is verified Certificate of Excellence 2019

Here is a brief overview about how we can help you: About: Our mission is to help you grow your business. We are a full service US-based boutique digital agency that can help you with Branding, PR, Marketing, Advertising, Social Media, and all your digital needs (website, seo, blog, marketing strategy etc). Our 3-Step Formula: 1. Turn Strangers Into Friends 2. Turn Friends Into Customers 3. Turn Customers Into Loyal Customers Services: 1. Branding 2. Advertising 3. PR 4. Digital Strategy (Social Media, Build/Design Websites, Content Marketing, just to name a few) I look forward to getting to know you and learning how we can work together. Here is my contact info, in case you want to contact me directly: Email is: Adam@BCBConcepts.com Phone Number: 407.377.7275 or 212.222.8000 Talk soon... 

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