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Financial Planners in Baltimore ready to help


Emerald Financial Partners

Emerald Financial Partners

Emerald Financial Partners is verified Certificate of Excellence 2019

We're accounting and tax strategists. We look at your entire situation (business and personal) to help put together a tax plan that works specifically for you to help you keep more of what you make. In addition to tax services, we also provide a full range of accounting services including new business start-ups, business advisory services, accounting, bookkeeping, QuickBooks Clean-Up, Remote CFO Services, payroll and more. We take away the pain of bookkeeping and tax compliance, so you can stay focused on generating revenue and profits for your business. 

SR Accounting & Finance

SR Accounting & Finance

contact us at : info@sraccountingandfinance.com We’re accomplished professionals with extensive comprehensive accounting expertise.Whether your business needs tax preparation, controller, accounting, or bookkeeping services, we have the quality services you’re looking for We offer a flexible, customized package tailored to your unique business needs instead of a one-size-fits-all solution. Using cloud accounting, we provide anywhere, anytime access to all your accounting information without having to step foot in your office. Check out our website and or call us for a free consultation. Lorrie Scarfo is owner and founder of SR Accounting and Financial Services which is based in Falls Church, VA. She is most passionate about helping clients improve their business cash flow. Some of the more recent projects that Lorrie has completed for clients include improving cash flow for a restaurant wholesaler, implementing accounting software to smooth workflow and improve accounting processes, and correcting assets financials to comply with controls and accounting regulations for a manufacturing company. Prior to starting her own firm, Lorrie was a Director of Finance for 3 U.S. industrial sites with an annual budget of over 600M. She demonstrated expertise in process improvement , product costing, site rationalization and all aspects of manufacturing in biologics and vaccines at a top pharmaceutical company. She also priorly worked as a Controller for a large restaurant supply company overseeing the entire accounting and finance department. She has controller-level experience in manufacturing, wholesale, retail, grocery, construction, government, and non-profits. Lorrie also has experience with many different accounting systems including ERP, SAP, Sage, Net-suite and is a Quickbooks Online Pro Advisor. For consultations email info@sraccountingandfinance.com 

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  

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. 

Scine & Associates

Scine & Associates

Accounting and Bookkeeping We handle 100% of your monthly accounting and bookkeeping in a 100% remote environment. Financial Statement Prep We prepare financial statements designed to assist in bank financing, investor raises and financial clarity. Controllership We will design your accounting systems (QB Online/desktop, Expesify, Bill.com, Vic.ai, online banking, and many other online solutions) to function in a seamless fashion. Most controllers are still working to understand the online environment and do not know the specific internal controls needed to be successful with remote accounting. We will implement a month end close process that will produce financial statements within 10 days of month end. CFO Services We will analyze your financial statements for cost savings, pricing elements and overall company performance. We have relationships with bankers and often understand their needs. We can provide cash flows analysis and projections on a periodic basis to ensure adequate cash flow with a host of other services depending on the client needs.  

Optimal Accounting and Tax

Optimal Accounting and Tax

Optimal Accounting and Tax is verified Certificate of Excellence 2019

We offer a wide range of services to individuals and small businesses. Our clients benefit by getting personalized and high quality service. We work with individuals, any type of small businesses, start-up companies and non-profit organizations. Our professional services include: • Tax services • Accounting & bookkeeping • IRS or State audit problem resolutions • Cash flow and budget analysis • Payroll services • Business consulting and many more.  

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. 

Thriving Business Solutions

Thriving Business Solutions

My partners and I are a knit group of business problem solvers. We cover various fields especially management consulting, project management, product development & management, marketing, IT, operations, and HR. Our clients usually find themselves in a situation where they don't have the internal resources or open corporate culture to effect change, program completions, self-evaluations, tweaking or innovating products, deciding on a marketing strategy, or making broader organizational decisions. Rather than fall victim to paralysis or an obstinate employee, we work as trusted advisors that have only three facets to our mantra. First, we are unabashed Capitalists. We are driven by the bottom line, but we do it with a sense of humanity. Businesses are formed to generate income, profits, and business value. But that does not mean they are entitled to profits or can wring dollars from a dry stone. An organization has to be aligned so that all the moving parts are firing all pistons in a united method geared toward a common understanding of the mission and goals. Our clients put their lives in limbo when they decide to start their own business or contemplate a critical change in their environment. We provide the support needed to minimize stress, worry, and fear of the business market. Second, profits are delivered to businesses that create continuous value for their customers. And equally important, that value has to come from interactions that are easy, fruitful, pleasant, and painless. We have advocated for the voice of the customer going back further than the concept actually being named. It's expensive and difficult to get a customer, so once you have them they should be given the red carpet treatment. They search you out so that you'll satisfy their requirements or more importantly cure their points of pain. Don't disappoint them, or they will abandon you and you'll be left with the high cost of replacing them. Plus, customers like to share their stories these days in many forms ranging from social media to talking to their neighbors. You want those mentions to be positive and brand reinforcing. Third, you want to work in a harmonious business environment where everyone feels sincere passion for the company's destiny. We all like to work with happy people helping each other. But again, that is not an entitlement. Employees need to be treated with respect, fairness, shared information, and a sincere interest in their development. Doing so will bring each employee's best natural juices forward and the customer will feel it, even if by the most remote of means. A smooth running business throws off good subliminal messages to the marketplace and helps reinforce customer success. If you are a business owner, take the time to get to mentor, train or care about your employees. And don't be afraid to ask their opinions. They may either provide some unique insight about your business that you have been overlooking or they just may dream up the next feature to add to your product base. Unfortunately, we don't work magic. We just concentrate on getting our customers through rough patches or acute shortages in manpower. The people we work with usually have the answers either in front of them or in them, but just haven't released them yet. By offloading your coaching concerns, project back-ups, or stagnating products on our team, you will reduce your stress and make better decisions that will carry our deliverables forward after the engagement is over. Of course, we will always check in on you after the fact. That comes at no charge. Just because you hand over a check, that doesn't mean we stop caring. Expect a call or email once in a while to see how things are coming along.  

Berkeridge Financial Services

Berkeridge Financial Services

List of Services Small business Tax preparation Payroll Tax planning Business planning New start-up Short & long term disability Life insurance Personal Tax preparation Financial consulting for life events, Marriage, children, etc. Health insurance Life insurance Short & Long term insurance Long term care Investment Management Education Planning Estate Planning Retirement Planning 

Cromwell & Associates, LLC

Cromwell & Associates, LLC

Cromwell & Associates, LLC is verified Certificate of Excellence 2019

Our number one priority is our clients by making the complex world of tax and investment advisory more understandable to our clients. After meeting with our firm's professionals, we want our client to come away from the meeting less confused and with a better understanding of their situation. Cromwell & Associates is a full service CPA firm offering clients comprehensive tax preparation and planning services with integrated investment advisory services. In addition to providing comprehensive tax preparation and planning services to our business clients, we also provide financial statement preparation, financial statement reviews, and audit services. 

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.  

PL Consulting

PL Consulting

PL Consulting is verified Certificate of Excellence 2019

Our clients tell us that having a financial "pro" on their small business team who helps them understand their business, understand their numbers, and always has suggestions, tips, and ideas for helping their bottom line makes us different than anything they have ever had. A common refrain we hear is "I wish I'd known about you guys sooner!" There is nothing we enjoy more than getting to be a part of a business that is developing and growing. Just watching a hard working, passionate business owner succeed is, put simply, inspiring. 

Leichter Accounting Services LLC

Leichter Accounting Services LLC

Leichter Accounting Services LLC is verified Certificate of Excellence 2019

Leichter Accounting Services is a full service accounting and tax firm that specializes in small business taxation as well as IRS problem resolution. We have worked with hundreds of clients on wide array of services and problems and our service is second to none.  

WATT Business Solutions

WATT Business Solutions

 

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 

KM Accountants LLC

KM Accountants LLC

KM Accountants LLC is verified Certificate of Excellence 2019

We are a tech savvy accounting firm that leverages technology to deliver accurate financial records in a timely matter. We enjoy getting to know our clients and provide a personal touch to our services. We know, no two businesses are exactly alike so we tailor our services to exactly what your accounting needs are and set a fixed monthly fee for those services. We are not a fan of the hourly billing either. 

QualiTax, Inc.

QualiTax, Inc.

 

Geek Style Solutions

Geek Style Solutions

 

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  

Sankofa Financial Group LLC

Sankofa Financial Group LLC

 

Linthicum Tax Service

Linthicum Tax Service

Linthicum Tax Service is verified Certificate of Excellence 2019

Linthicum Tax Service is a firm with a mission to provide the personal and confidential service you deserve. We are Enrolled Agents admitted to practice before the IRS at all levels and we provide a full range of Accounting, Tax Preparation and Planning Services, and Audit Representation. We have a large and growing virtual accounting business and have been serving members of the blogging community since the early days of blogging. If you blog, we understand your business. Our newest division,securityclearancetaxissues.com, resolves tax matters for individuals holding a government security clearance. Don't take a chance with your clearance... call us first. 

Premier Group Services, Inc.

Premier Group Services, Inc.

Premier Group Services is a certified 8(a), Veteran Owned, Woman Owned Small Business and we are proud to offer the depth of experience, expertise, and innovation to navigate the most complex and challenging tax and audit issues while maintaining the size and relationship-based philosophy that allows us to know and understand our clients as the unique individuals and entities they are. We offer our clients a wide range of services such as accounting, auditing and taxation. Our other areas of expertise include but are not limited to, business consulting, financial forecasting and projections, litigation support, retirement and estate planning, and budgeting. 

DAWN JAMES CPA & CO PA

DAWN JAMES CPA & CO PA

 

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 

Green Financial Services LLC

Green Financial Services LLC

Since 2001, I have assisted individuals with understanding their finances and gaining financial stability and freedom. I am driven and motivated by the idea that I can help in any way in providing a sense of peace in an area of life that causes a significant amount of stress for individuals, families and retirees. As a result, I am committed to offering affordable services and to strive in each situation to go above and beyond expectations. These services include, tax planning/preparation, budgeting, wealth building &management, estate & retirement planning and credit restoration.  

Rasindu Tax &Accointing service

Rasindu Tax &Accointing service

 

Kevin T. Howard, CPA/PFS, P.A.

Kevin T. Howard, CPA/PFS, P.A.

Kevin T. Howard, CPA/PFS, P.A. is verified Certificate of Excellence 2019

 

Genwealth Inc

Genwealth Inc

We are one of the premier financial consulting firms that make powerful wealth building strategies available to thousands of everyday people who otherwise would not have the knowledge to use them. Unlike many companies that have just one field of advisors and are product driven, we are strategy driven using the Union Team Approach to bring 6 fields of advisors together to benefit you: Financial, Tax, Real Estate, Asset Protection, Legal, and Business Advisors. Our competitors simply don't and can't offer this. We can assist you whether you want to build wealth, plan for your retirement, improve your current quality of life, eliminate your debt, restructure your finances, or even start or grow your business from six figures to 7, or 7 figures to more.............we're experts at that. Book your consultation here: https://genwealthinc-financialconsulting.youcanbook.me You can also visit us online at www.genwealthinc.com . 

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.  

ignite Business Advisors

ignite Business Advisors

ignite Business Advisors is verified Certificate of Excellence 2019

As a business educator providing solution services for contractors including builders, landscaping, plumbing, and HVAC we bring our 25 years of financial and business operations experience through low-pressure education, one on one service including operating as your virtual CFO and online book keeper ensuring consistent and accurate financial information. Our most valuable offering is our advisory services providing oversight in the financial and management areas of your business going beyond simply sharing the challenge but rather, providing the strategy and education to correct the challenge. Working with you through each step to achieve improved and measurable results. 

Connie Kurtz EA LLC

Connie Kurtz EA LLC

 

Startup Portal

Startup Portal

Startup Portal is verified Certificate of Excellence 2019

We serve start up organizations with their financial and accounting demands through cloud based systems to position them for growth and success from day one.  

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.  

Maxes Taxes Corporation

Maxes Taxes Corporation

 

Gorfine, Schiller & Gardyn, P.A.

Gorfine, Schiller & Gardyn, P.A.

 

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