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

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

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Financial Planners in Chicago 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. 

George Jay Kite Ltd

George Jay Kite Ltd

We are a full service accounting firm providing a complete range of accounting and tax services to small and medium businesses and individual throughout the Chicago metropolitan area. Established in 2006, we have worked with clients by providing a range of services, including, bookkeeping, full and after the fact payroll services, management consulting and tax planning. We work with for profit and not-for profit companies, including partnerships and corporations. We offer a no obligation, initial meeting to discuss client needs and concerns and suggest a plan of action . This meeting can be conducted by telephone or onsite at the client's office or ours. 

C Murphy & Associates Financial Services

C Murphy & Associates Financial Services

C Murphy & Associates provides a variety of services to their clients. Not your typical accounting firm, they get to know their clients so that they can provide the best accounting and tax advice. Be a part of the family! 

manning Silverman

manning Silverman

Manning Silverman & Company has been in business since 1987. We have grown steadily, and our full complement of employees is able to service a continuously growing clientele. Today, our many active practices cover the complete spectrum of accounting services, making us the right full-service firm for you. Looking for a firm large enough to offer a full array of accounting, taxation, and consulting services, but small enough to know you on a personal level? Look no further. We started in 1987 as a small operation, and have grown today into a multiple partner CPA firm, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial consulting, estate and trust, small business consulting, or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining the personal touch. 

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.  

M & R Ferber

M & R Ferber

 

SWM Planning, LLC

SWM Planning, LLC

1. Income Tax filings Accurate, Legal, and Strategic to best benefit our clients. 2. Financial Planning and Coaching for Success! We work with you to create a plan to achieve your financial goals. Then we guide you and coach you to success. Each plan is for a one year term and can be renewed annually to refine it as life changes. 3. Small Business CPA Services SWM can provide you with an expert in financial statement preparation. You will not only receive basic bookkeeping, but also financial analysis, budgeting, variance analysis, and a full set of financial statements. Whether you’re on the cash basis or accrual basis, you can get a customized plan that is the best deal for your financial reporting needs! If your small business/organization doesn’t have a financial expert then contact us today! COMPANY PRINCIPLES Empathy – Putting ourselves in our clients’ shoes and doing what is in their best interest, always! Integrity – Always doing the right thing. Being honest and matching words with actions. Delivering as promised. Accuracy – Being as close to error-free as humanly possible. Research and Development – We will never be complacent with our level of expertise and service. We will consistently be abreast of the best information we can access to improve our services and best serve clients. Adaptation – We will not be scared to make the changes necessary to optimize the long-term viability of our mission. Excellence – We strive to do our best and deliver top quality service to clients, always. Ethics – Doing the right thing, legally and morally. Professionalism – Adhering to and displaying a high level of professionalism.  

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 

The Beyrak Firm

The Beyrak Firm

With nearly a decade of experience leading corporations of all sizes, The Beyrak Firm can provide the financial and accounting assistance your business demands. Jenny Beyrak has worked with clients of all sizes and from multiple disciplines. With an international education and background she is able to utilize her multi-disciplinary experience to help clients in any simple and complex situations. She has worked for small businesses, startup companies, individuals, as well as KPMG (one of the four largest accounting firms). 

AEMC

AEMC

 

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  

EZ TAXEZ - US Tax & Financial Services

EZ TAXEZ - US Tax & Financial Services

 

Alexa CPA Group

Alexa CPA Group

 

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. 

B3 Xchange Tax & Accounting

B3 Xchange Tax & Accounting

 

Coastie Tax & Financial Planning, LLC

Coastie Tax & Financial Planning, LLC

Start with the end in mind. Start with a Coastie. Caring. Convenient. Coastie. We provide virtual individual and small business (or freelancer) tax preparation services with a locker full of communicating options. Beginning with "Intuit Link" (Intuit is the parent company for Turbo Tax, QuickBooks, ProConnect Tax Online **We use each of Intuit's major products!**, and Mint.com), is a secure client portal to share and e-sign documents (whether you have the software required to e-sign or not, Zoom® video conferencing, email, phone calls, and text messages. We use industry-leading financial planning software (MoneyGuidePro®) to develop personalized tax plans, college savings plans, retirement plans, budgeting, individual and/or comprehensive financial plans, and I love coaching on retirement account setup, strategic uses of all retirement accounts during the withdrawal phase.e of the Thrift Savings Plan (TSP) Accounting. Utilizing QuickBooks Online, we offer major savings with software. We offer QuickBooks setup and ongoing services. It's best to call for this service as there can be many moving parts. Consulting. We offer Business Plan Development and a variety of other consulting services such as accounting, finance, strategy, operations, and marketing.  

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 

AAIME American Association of Independent & Minority Enterprises

AAIME American Association of Independent & Minority Enterprises

 

Alpha Group & Associates

Alpha Group & Associates

 

KCM Accounting Inc

KCM Accounting Inc

KCM Accounting, Inc has been serving the southwest suburbs since 1997 as a full service accounting firm. KCM Accounting provides small and mid-size business accounting, payroll services, tax planning and preparation, business and QuickBooks consulting. KCM Accounting has all your bookkeeping, accounting, payroll and tax needs in one location.  

Coaching Insurance, LLC

Coaching Insurance, LLC

 

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.  

EAG Accounting Solutions, Inc.

EAG Accounting Solutions, Inc.

 

US INCOMETAX SERVICE LLC

US INCOMETAX SERVICE LLC

 

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.  

Cmkcfinance

Cmkcfinance

 

Premium Tax Accounting Inc

Premium Tax Accounting Inc

 

Admin and Beyond

Admin and Beyond

Admin and Beyond is verified Certificate of Excellence 2019

Admin and Beyond virtual business services allow entrepreneurs and small business owners to customize cost-effective support and business development options that enable their organizations to operate more efficiently, enhance current capabilities, improve success factors, and allow for comfortable and sustainable growth…without adding a lot of overhead. We work lean so you can too. We offer the following basic business support functions to help you get organized, power through your day, and expand the services you can provide to your customers: Admin (secretarial), Accounting (bookkeeping), Basic Digital Marketing, Creative Design, Web Design, Human Resources (limited, please call to discuss), Resource Management, Project Planning / Management, Consulting, Coaching and Training. Entrepreneurs who are ready to achieve the next level of sophistication are encouraged to go through our comprehensive interview process and take advantage of one of our business support plan options. So much more than secretarial, our virtual team consists of specialists who are eager to support your vision and help lay the foundation for continued growth. 

Sales University Group

Sales University Group

Sales University Group strives to successfully deliver qualified opportunities as an outsourced sales partner to execute their sales initiatives. When working with our clients we stay true to our values of passion, trust, innovation, engagement, and growth while providing the best inside sales professionals.  

Acumen Accounting & Tax Services Inc

Acumen Accounting & Tax Services Inc

 

Greater Concepts by Design LLC

Greater Concepts by Design LLC

While the only thing in today's market that seems to be constant is change, people are the key ingredient to how we facilitate change. While the growth of business takes strong leadership practices,along with a point of reference that leads us down the correct path, this seems difficult to find. Greater Concepts By Design as a front runner in business growth and consulting, has created an excellent book that breaks down the simple tasks of managing and growing people towards business profits. Effective Supervision can be purchased at http://www.mcssl.com/store/greaterconceptsbydesign Dorrance Publishing Amazon Books Barnes and Noble We are offering a free 30 minute consultation to discuss growth opportunities and possible cost savings for your business. Visit our website @https://www.greaterconceptsbydesign.com/Business-Development.html  

Timeless-the Bookkeeping Services Inc

Timeless-the Bookkeeping Services Inc

 

Dignan Group, Inc.

Dignan Group, Inc.

 

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