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How Bark Works

  • 1.Post details

    Post details of your Business Financial Planning requirement in moments, completely free.

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    We will find Financial Planners in Boston and do the legwork to contact them on your behalf.

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

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    Review proposals, compare Business Financial Planning prices and choose the best local Financial Planners for your job.

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Financial Planners in Boston ready to help


Palmer Financial Services

Palmer Financial Services

Palmer Financial Services is verified Certificate of Excellence 2019

Palmer Financial Services offers Professional Tax Preparation for individuals and small business, additionally, through our partnership with Right Choice Bookkeeping Service we also offer complete financial reporting.  

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. 

Scalefactor

Scalefactor

ScaleFactor is the smart finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, we are enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business. 

Suitless

Suitless

Suitless works with business owners who have: - Aggressive goals, - Limited time, - And a need for deep expertise when it comes to managing their business. We're a "one stop shop" for small to medium-sized businesses' HR, finance, and internal operations. This includes payroll and bookkeeping. Business owners and managers typically engage us when they: ----- Realize they have limited expertise when it comes to HR, Finance, or Internal Operations; ----- Get overwhelmed with the amount of work they have in these areas; ----- And when they would rather spend their time building their business than focusing on the complexities of these areas; We only work with businesses that are generating revenue (or have received investor backing) and plan to grow rapidly over the next 6 to 24 months. Our clients range from 3-person companies to 25-person early-stage small businesses. Visit the FAQ on our website to learn more about what we do: www.getsuitless.com/faq 

Mavencross

Mavencross

Mavencross offers a comprehensive menu of business advisory services including outsourced accounting and bookkeeping, budgeting and financial planning, cash flow management and projections, business plan creation and review, review and implementation of financial reporting systems and procedures, payroll management and corporate administration. We also offer full service fund administration for investment partnerships, from reporting to investor relations. Our services are tailored to each client's specific needs and scale to provide optimal support.  

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.  

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 

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

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 Feel free to text, call or email us anytime! 678-915-9398 info@classyconsulting.org  

Skyline Accounting

Skyline Accounting

Skyline Accounting provides outsourced accounting, bookkeeping & tax services to small businesses and individuals. We focus on helping entrepreneurs scale their business and maximize profitability. Being cloud-based, we pride ourselves on efficiency and utilizing technology. We are available onsite in Rhode Island & the Greater Boston Area and remotely throughout the United Stated. We continuously strive to be the leaders in the outsourced cloud-accounting industry.  

Basis 365 Accounting

Basis 365 Accounting

Basis 365 Accounting is verified Certificate of Excellence 2019

We deliver what you'd expect from an accounting department, we're just virtual! You have a small team of formally educated accountants working on your accounting every day. We provide full accrual financial statements which are critical for growing business who need to track performance. We are not a tax-first, accounting-second accounting firm which means we don't have busy seasons twice a year that reduce our response time. Our team will respond within 24 hours and will deliver your financials and reports on time no matter what time of the year it is. We are experts in cloud technologies and are constantly refining and improving automation wherever we can. Chat with us if you're ready to modernize your accounting solution so you can grow from revenues of $1mm up to $20mm. 

Joe Riordon, Financial Services Professional

Joe Riordon, Financial Services Professional

*Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. My registered branch is located at 201 Jones Road, 5th Floor, Waltham, MA 02451. (781) 647-4100 Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 

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 

Peter Witts CPA PC

Peter Witts CPA PC

 

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.  

Ernest L Tomkiewicz CPA PLLC

Ernest L Tomkiewicz CPA PLLC

 

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.  

GMAC Accounting

GMAC Accounting

 

Concord Wealth Management

Concord Wealth Management

As a Financial Advisor with Concord Wealth Management, I help small business owners find ways to protect more of their assets, keep more income and build more personal wealth while preserving their business for the future. It all comes down to finding solutions for properly managing their risks today – including ways to retain their key employees – while making sure that they will have enough money to exit the business when the time comes. 

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... 

TIMIT Solutions

TIMIT Solutions

TIMIT Solutions delivers software and information technology expertise to help accentuate what makes your business so successful. Customers rely on us to help relieve frustration based around issues with existing applications, cutting costs, and/or providing the most knowledgeable consultants to get the job done. Customizing each solution to fit exactly in line with your business model is what we do best. Our process is simple; we first identity your needs, interests, and concerns, and only then will propose a solution if it can meet all of the above. To be specific our specialties include: Websites/web apps Mobile Applications IT Staffing/ IT Projects Custom Software (automation, integration, complex end-end system applications) The TIMIT team was proud to announce its WOSB certification as of early 2017. Combining our unique ideas and strategies we are able to “bring more to the table” in terms of enhancing the perfect end result. Communication is key when dealing with an involved software project so if you need us, we’re here! You may see us as a small company (well because we are) but the solutions we provide our customers make a BIG difference. 

Code Property Management and Bookkeeping

Code Property Management and Bookkeeping

 

McLarney & Company LLC

McLarney & Company LLC

 

Cata Book keeping services

Cata Book keeping services

 

Intelegency

Intelegency

Intelegency provides free personal financial education and practical information on how to build wealth to regular people. Address:1887 Whitney Mesa Dr, #2425, Henderson, NV 89014, USA 

M.Porter CPA Tax & Accounting, PC

M.Porter CPA Tax & Accounting, PC

 

Duncan Management

Duncan Management

 

HUBCFO

HUBCFO

 

New York Life

New York Life

 

24-7 Bookkeeping & Tax

24-7 Bookkeeping & Tax

 

Crissman Bookkeeping & Tax, LLC

Crissman Bookkeeping & Tax, LLC

 

first bank of america

first bank of america

 

ML Financial Group

ML Financial Group

 

Thomas Jorion

Thomas Jorion

 

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