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Financial Planners in Dallas ready to help


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! 

John F Coggin CPA, PLLC

John F Coggin CPA, PLLC

John F Coggin CPA, PLLC is verified Certificate of Excellence 2019

A full service CPA firm offering clients services in bookkeeping, monthly financials, bank loans, audits, reviews and compilations. In addition a full array of tax services are offered for individuals, corporations, LLC's, partnerships and non profits 

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. 

Okafor & Associates, P.C. CPA

Okafor & Associates, P.C. CPA

Bookkeeping and Tax Services to individuals and small businesses 

ScaleFactor

ScaleFactor

Bookkeeping and tax compliance are some of the biggest concerns for business owners. ScaleFactor provides them peace of mind by automating their bookkeeping tasks and helping them stay compliant all year round through a mixture of our software and team of finance professionals. Also access real time insights into the cash flow of your business to make sure you are reaching your financial goals. Spend more time on what makes your business profitable and let us take care of the tedious tasks.  

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.  

JRG Taxes LLC

JRG Taxes LLC

 

Cornerstone Solutions LLC

Cornerstone Solutions LLC

Cornerstone Solutions LLC is verified Certificate of Excellence 2019

Cornerstone Solutions LLC is tax and bookkeeping firm that specializes in tax returns for individuals and businesses, as well as help small business owners grow their business by taking care of all the bookkeeping, tax, payroll, financial statements, budgeting, as well as tax returns. Services Provided: - Establish and maintain accounting system in Quickbooks - Create monthly financials, explain results, and provide recommendations - Perform functions such as Accounts Payable, Accounts Receivable and Payroll - Process Sales Tax as well as other IRS and govermental required reporting - Develop budget and cash flow plans - Year-end tax planning - Corporate and individual tax returns - Provide consulting on any special project work as needed - Provide additional resources such as Personal Financial Planning and Corp Benefits  

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. 

Ruiz Financial Solutions

Ruiz Financial Solutions

About Us Your ONE stop solution for all your bookkeeping, financial consulting and tax preparation needs. Our goal is to provide you with an excellent level of service, professionalism, responsiveness and quality at a price that you can afford. Please feel free to browse around and learn little about the firm and the services we provide. If you have any questions and/or concerns, we will be glad to speak to you and answer any questions. We look forward to hearing from you soon! Our Mission Statement Equipping small business owners and/or individuals with the financial tools that will empower them to make sound financial decisions. Services For Individuals Providing personal support to individuals who don't have the time to manage their financial affairs due to business and/or personal responsibilities. Balancing Checkbook Paying Bills Creating a filing system Business Services As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits. EACH MONTH OR QUARTER WE'LL DO THE FOLLOWING THINGS FOR YOU: Reconcile your bank account Generate an income statement Generate a balance sheet These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services. OTHER SERVICES FOR BUSINESS: Small Business Financial Consulting Bookkeeping Services Sales Tax Reporting Annual Franchise Reporting Clean up your general ledger Provide unlimited consultations Payroll Cash Flow Management Bank Financing Strategic Business Planning New Business Formation Non-Profit Organizations Internal Controls Tax Services Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. HERE'S WHAT YOU GET... Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts. Your tax return can be filed electronically so you will get a refund back quicker. Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months. We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability. BOOKS A MESS? NO PROBLEM! If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year. Other Services Provided: Tax Planning Tax Problems Non-Filed Tax Returns Back Taxes Owed Payroll Tax Problems IRS Wage Garnishment IRS Payment Plan Innocent Spouse Relief Get Your IRS File QuickBooks Services image QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here's 10 reasons why you should be using QuickBooks. QuickBooks Training Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. Quick Tuneup Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you'll get your QuickBooks running smoothly again with a complete Tune-up. QuickBooks Setup Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly. Quick Answers Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment. Buy QuickBooks and Save Save up to 20% on the newest version  

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 

Moore Financial Services

Moore Financial Services

Moore Financial Services is verified Certificate of Excellence 2019

We offer business credibility building services, business loans, business plans, business auditing, compliance review, business entity formation, business plans, and other full service business services. 

Truth Induced Financial Inc.

Truth Induced Financial Inc.

 

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  

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. 

Tarrant Trusted Tax LLC

Tarrant Trusted Tax LLC

 

A&H Accountants

A&H Accountants

A&H Accountants is verified Certificate of Excellence 2019

A&H Accountants We provide bookkeeping, individual, and business accounting information. Quickbooks Platinum Certified ProAdvisors (CPA Exam Candidate) Hablamos Español!!  

De'More Tax Service * AsSaP Financial

De'More Tax Service * AsSaP Financial

Hello there! I’m a QuickBooks * Xero Certified ProAdvisor and Tax Professional here on Bark. About Me: I have over 17 years of rewarding experience and I am a virtual bookkeeper/tax professional as I am very interested in the position you recently posted. I work with small business owners that need assistance in maintaining healthy financial reporting. I can dedicate negotiable daily hours for your work to complete it on time. Services: Expense, AR, AP, GL, Profit & Loss Report, Balance Sheet, Setup QBO for starts, Setup of Chart of Accounts, Sync Banking, Matching a/Checks/Deposits, Account Reconciliation, Credit Card Reconciliation, Discrepancies, Estimates, Invoices, Credit Memos, Customer Transactions, Vendor transactions, Bills, Sales Receipts, PO’s, and QBO support via phone/email/chat. I hope to hear from you soon! Kind regards, Daphene Mayfield – AFS Tax Professional & QuickBooks Certified ProAdvisor Directline: 817-726-2181 Email: taxes@demoretaxservice.com  

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 

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.  

Grade A Tax Services

Grade A Tax Services

 

PSACT, LLC

PSACT, LLC

PSACT, LLC is verified Certificate of Excellence 2019

 

Benjamin Oakes Christy, CPA, LLC

Benjamin Oakes Christy, CPA, 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. 

Fortitude Financial Consulting

Fortitude Financial Consulting

 

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.  

Strategic Financial Planning

Strategic Financial Planning

 

Affordable Tax & Bookkeeping Services

Affordable Tax & Bookkeeping Services

 

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... 

Jack Loteryman CPA PC l

Jack Loteryman CPA PC l

 

Peggy's Bookkeeping & Tax Service

Peggy's Bookkeeping & Tax Service

Peggy's Bookkeeping & Tax Service is verified Certificate of Excellence 2019

Peggy's Bookkeeping & Tax Service is an Enrolled Agent firm that is a affordable, experienced, and friendly bookkeeping and tax firm that offers a broad range of services for business owners and individuals. We have years of real world experience providing bookkeeping and tax services for all kinds of small businesses including bookkeeping, tax planning and new business advisory. We have helped many businesses reduce their tax liability and ultimately become more profitable as a result of working together with us to manage their finances more efficiently. We have also helped individuals with income tax preparation to make sure they take advantage of all the deductions they're entitled to and never pay more than they actually owe. Whether you are looking for a full package of bookkeeping and tax solutions for a growing business or annual tax return preparation as an individual, our goal is to form a long-lasting professional relationship. We welcome new clients with a free initial consultation and offer all our services at affordable rates to Mesquite, Sunnyvale, Forney, Balch Springs and Garland area businesses and individuals. No matter what type of client we are working with, we strive to fully understand and address their questions and concerns promptly. 

Sadler Accounting PLLC

Sadler Accounting PLLC

 

Sunil Maini CPA PC

Sunil Maini CPA PC

 

Cooperative Computing

Cooperative Computing

Cooperative computing is one of the most known firm in the USA, Providing services for software development, testing, Design and development of website and application, Since 2007 Cooperative computing serving their clients with the dedication and pure client satisfaction. 

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