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Financial Planners in Dallas ready to help


Umbrella Financial Services

Umbrella Financial Services

Umbrella Financial Services is a one-stop online tax service. We take all the hassle out of finding a professional or doing your taxes yourself by matching your business or personal tax job to our network of tax Pros. What's easier than having someone else do your taxes? Umbrella Financial Services is the easiest way to file your taxes. 

Lustbergs Edward CPA

Lustbergs Edward CPA

 

Income Tax Consultants LLC

Income Tax Consultants LLC

 

International Society of Business Appraisers, LLC

International Society of Business Appraisers, LLC

 

C & A Associates / Cheshier Tax Resolution

C & A Associates / Cheshier Tax Resolution

We ARE the "Frontline Defender to the Distressed Taxpayer". We will fight to get every tax break and discount that the client deserves. We work hard to receive the best result possible. There are over 90 different means by which cases can be resolved. With constant learning to keep our minds fresh we are excited to bring you all of the recent tax law changes that will benefit you the most. 

Hall, Inc

Hall, Inc

 

SEARCH FINANCIAL SERVICES

SEARCH FINANCIAL SERVICES

We are an accounting outsourcing firm specializing in the outsourcing of accounting, bookkeeping, payroll, tax return, audit and research processes. We serve the accounting outsourcing needs of an often overlooked industry segment - small and mid-sized businesses. We also serve as a back-office for CPA firms by providing them outsourcing services in accounting, bookkeeping and write-up work. We can work on accounting and taxation software like QuickBooks, Easy Accounting, Certiflex Dimension, CCH CPA, Peachtree, etc. Accounting outsourcing is one of the common trends in today’s practice. Companies have seen that by outsourcing accounting they can generate cost savings between 30%-50%. Another good reason to outsource accounting is to minimize large investments in human resources, technology, and infrastructure. Outsourced accounting helps in getting work done faster due to complimentary time zone differences. We manage your daily accounting processes through a reliable outsourcing accounting services so that you can reap the benefits. Our experienced accountants understand your business and work closely with your team. We ensure you receive our specialized financial and accounting deliverables as per agreed Service Level Agreement (SLA). Search Financial Services has resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-effective manner. As an outsource bookkeeping and accounting firm, we provide services as per your unique business needs, which are constantly changing as your business develops. We create customized special service packages so that we can fulfill all your needs regardless of your business size from individuals to mid size enterprises (MSE) to corporate. As a professionally managed Company Search Financial Services Services has elevated the standard of excellence by offering quality Bookkeeping, Accounting and Financial Services. We are fully equipped with all latest techniques and equipment’s that are needed to provide a business with complete accounting practice solution. Finance accounting outsourcing and business accounting services at Search Financial Services are perfect for every accounting practice; no matter whether you own a manufacturing unit, retail shop or any other business organization, availing our accounting outsourcing service can a big difference in your business. Search Financial Services Accounting Outsourcing is the right place for businesses that want to get the prominent place in corporate world. 

Tannery & Company

Tannery & Company

 

Roy Barker Business Advisory and Consulting Services

Roy Barker Business Advisory and Consulting Services

 

GRAND ARBOR ADVISORS

GRAND ARBOR ADVISORS

 

San Diego CRM Consulting

San Diego CRM Consulting

 

Thyor Advisory Group

Thyor Advisory Group

We are an advisory firm finding solutions to some of the most complex business problems our US and International clients come across. Our insight and strategies are designed to keep them ahead of the curve. Our portfolio of clients ranges from startups, software houses, family businesses, closely held private businesses, medical practices, professional services firms, venture capitalists, real estate investment firms, international investors, and high net worth individuals. Our advisory services comprise of data science and analytics, financial analysis, management advisory, business strategy, valuation, accounting, tax planning, tax compliance, international tax, risk advisory, technology solutions, blockchain, ICOs, and crypto-assets. ​ 

SWIFTSERVE TAX & ACCOUNTING P.C.

SWIFTSERVE TAX & ACCOUNTING P.C.

Swift Serve Tax & Accounting Practice is the trading name for Swift Accounting & Financial Consulting LLC, which is a Practice that offers a suite of tax and accounting services that include income tax advisory, income tax return preparation and filing services, bookkeeping and accountancy support services. We provide tax advisory and tax return preparation services for individuals, businesses, sole proprietors, estate, trust, partnership & corporation. We are well seasoned and experience tax professionals with significant credentials. We eFile all tax returns for our clients and assist with follow up enquiries and representation with the IRS. We also offer accounting services, including payroll and bookkeeping for businesses in Virginia, North Carolina, Tennessee, D.C. Maryland, and across the US. Our integrated SharePoint service means clients across the county can get their payroll, bills and ledgers to us via a secured portal without the need to visit us in the office. We then take care of the rest. This is a tested service that has being working efficiently for years. 

Ample Tax Management, Inc.

Ample Tax Management, Inc.

 

All Tally Bookkeeping Services

All Tally Bookkeeping Services

Bookkeeping Services - Friendly, Experienced & Diligent (Lewisville) If you feel like pulling your hair due to unfinished paperwork. You started well.... but cannot keep up with it. You mean to get to it but business needs and life happens. You feel like you are pulled in a 100 different directions and Time is a rare commodity. You are stressed over this! I totally understand. The Bank and other entities need your numbers too and YOU need to know where you stand! I know several business owners like you who have been there! Then... We are your answer and rescue ! We are well experienced with over 15 years working with all major Accounting software including cloud Bookkeeping Services. (Quickbooks Online, Xero, Zoho, I will work with you to get up to speed and complete your bookkeeping needs and provide results. Just as you are an Expert in your field, we are passionately diligent to work as your bookkeeping service. We have Clients all over US, so no geographical limitations. We also love to work with not-for-profit organizations and have a special skill set that assists them with their future funding. We love to see your business grow and a good bookkeeping service is a very vital part of your continued success ! ALL TALLY BOOKKEEPING SERVICES - Contact mybookkeeeper at alltally dot biz  

McKinney Mytaxfiler

McKinney Mytaxfiler

 

Anyicha CPA, PLLC

Anyicha CPA, PLLC

 

Nathan Click Consulting

Nathan Click Consulting

I help Small Business Owners in the growth or expansion phase of business to capitalize on their opportunities by helping them implement and execute successful and sustainable growth and financial strategies. I have ensured the profitability improvement, created over 50% growth, and reduced debt expenses by up to 80% for client firms. I make sure my clients are completely "Bank Ready" at all times and help them plan strategies for success! Media (1)  

Better Insure It

Better Insure It

Offering: Life Insurance Disability Insurance Health Insurance Dental Vision Life Carrier Partners Include: -AIG - Gerber Life -John Hancock -Life by Southwest -Mutual of Omaha -Prudential -TransAmerica -and more Health Carrier Partners Include: -Aetna -United Healthcare -Cigna -Tatanca Health Dental/Vision Carrier Partners Include: -United Healthcare -Ameritus -Delta Dental  

Farrell's Daughter

Farrell's Daughter

Hi there, I'm Trish and innovative & energetic girl boss with a passion for helping business professionals streamline their processes and plan events. I have a passion for assisting my clients to manage day-to-day business operations, budgeting, assist with big picture planning and strategy, motivating my clients, and planning events. I provide high-level business solutions and event planning solutions virtually and onsite and help to offset the cost of having full-time staff or mainstream event planners. I provide cost-effective solutions with maximum impact, I offer: Executive Virtual Assistant Executive Personal Assistant Wedding & Event Consultant Branding & Design Coaching & Consulting Feel free to book your free consultation today! https://calendly.com/farrellsdaughter/30minconsult/ 

Adaorah Onyekwena

Adaorah Onyekwena

BOOKKEEPING, FINANCIAL STATEMENTS, & TAX PREPARATION 

Priority Refund, LLC

Priority Refund, LLC

 

Roberts Accounting Services

Roberts Accounting Services

 

The accounting company

The accounting company

 

Lone Wolf Business Concierge

Lone Wolf Business Concierge

I'm Tanya, the owner and Creative Strategist for Lone Wolf Business Concierge. We are a strategy-first creative agency in business since 2010 with a focus on solopreneurs, startups and small business ready for growth. My team specializes in enhancing the efficiency of small teams through better internal processes, clear company messaging, targeted experience marketing and scalable technology. Lone Wolf Business Concierge does 3 things well: strategy, design and digital marketing. We connect left-brain logic/data analysis with right-brain creativity to execute B2B/B2C social and search marketing campaigns that increase you conversion rates. My awesome team of developers, designers and content writers are at your disposal to help with custom graphics, content development, social media management and lead generating solutions.  

Lewisville MyTaxFiler

Lewisville MyTaxFiler

Tax Returns - Individual Tax Planning FBAT and FATCA Compliance ITIN Preperation IRS Representation Notice Handling IRS Amnesty 1031 Exchange Business Entity Formation Payroll Processing Tax Returns - Business Book Keeping Personal Financial Planning Life Insurance Retirement Planning (IRA, Simple IRA, SEP IRA) 401K Roll Over Will and Trust Planning Business Case Preparation for Entrepreneurs  

CiupakSA LLC

CiupakSA LLC

SERVICES PROVIDED Supply Chain Forward Looking Optimization , Process includes analyzing the demand data and forecasting future demand combining this forward looking data with item and replenishment data to create a forward looking optimization information to load into the requirements planning system, Services also includes, conversions from Push to Pull, and implementing advanced tools within your organization. These methods generally bring a significant drop in inventory and increase in fill rates Implement Performance Measurement Systems includes evaluation of current metrics and recommendations Can be expanded to include working with your team to both fully automated systems to manual feedback loops so that performance gains can be monitored and maintained. Removing metrics that conflict with your goals and adding the proper Lean metrics can help your team work together for common goals Improve poor performing ERP systems includes evaluating systems, and fixing the data and attributes of existing systems. Tools used includes performance analysis, vendor managed inventories, point of use areas ABC RRS analysis, cubing models, substitution logic and even includes abandoning MRP and converting to 100% Kanban. ERP systems rely on good data to operate correctly. Have your system issues evaluated before replacing the software, Lean/Six Sigma includes a Lean Opportunity Evaluation and working with your team to reduce waste. Scope includes set up reduction, cycle time reduction, value stream mapping, visual workplace, control systems, standard work, 5S, Kaizen methodology, Statistical Analysis and other Lean six sigma tools. Using Lean Six Sigma can result in improved performance Business Process Reengineering includes working with your team to map your existing manufacturing, supply chain or support processes and as a team redesign and test the new process. Scope ranges from redesigning individual processes to entire factories. Savings of 30% can be achieved by redesigning your business as a whole as compared to an incremental approach.  

Sedatole & Barger, CPA’s

Sedatole & Barger, CPA’s

 

Emirates Nbd Pjsc

Emirates Nbd Pjsc

 

WRK CPA, Inc.

WRK CPA, Inc.

 

Balanced Bookkeeping Professionals

Balanced Bookkeeping Professionals

 

EDWARD L KIGOZI PLLC

EDWARD L KIGOZI PLLC

 

Spectrum Systems and Solutions Consulting

Spectrum Systems and Solutions Consulting

We specialize in providing comprehensive business consultation and bookkeeping services to entrepreneurs, small businesses and non-profit organizations. Our goal is to provide quality service at affordable rates. Small business is the heart-center of many communities. However, we realize that many cannot afford the typical market rates of a larger consulting and accounting firms. Our boutique services fill that gap. We offer a wealth of knowledge and experience to help those in our communities. Our team consists of a strong network of professionals who are also dedicated to helping you and your business. We come from all walks and have worked in various industries–including marketing, non-profit, financial, etc. We know and understand the hurdles that small businesses face. During our initial one-on-one consultation, we will discuss your current business needs, as well as your goals for the future. From there we will work with you to find the best solution for your business. We will help you to identify and prioritize goals and the necessary steps so that you focus your time on growing and managing your business. Consulting & Planning: Running a business requires planning. Whether you need help with your start-up or getting your business to the next level, we can help: - One-on-one Consultation and Guidance - Business Structure - Business Plans - Operational Procedure Review & Development - Consulting and Planning - Business Start-up Guidance - Business Registration/Certification Assistance Bookkeeping & Accounting: You know it’s important to manage the books, but it’s not always easy. That’s where we come in: - Accounting Software Selection & Implementation/Conversion - Full-Charge Bookkeeping - Accounting - Sales Tax - Employer Tax Deposits & Filings - Business Taxes - Bank Reconciliation - Credit Card Reconciliation - Payroll Management - Bookkeeping Catch-up Projects 

ILM Solutions

ILM Solutions

 

Accountex

Accountex

 

Wellness Works Management Partners

Wellness Works Management Partners

Wellness Works Management Partners is a world class boutique consultation and management firm that is transforming the private practice environment through strategic consulting and innovative management solutions catered to healthcare practices. Wellness Works Management Partners believes that communication and transparency are the secrets to creating authentic relationships and through that approach, they provide their clientele with a unique and personalized experience ensuring that each and every need is met. Our firm is passionate about empowering healthcare providers and private practice owners to reach optimized strategic growth while receiving efficient management solutions in an ever-changing environment. Whether you are seeking a strategic management consultant or a private practice management group, Wellness Works Management Partners brings the expertise and experience to deliver everlasting solutions that will change your operating basis and free you from the stress of day to day business challenges. Our healthcare practice management services keep you in complete control of your practice and your profits while freeing yourself from many of the administrative, operational and day-to-day intricacies. 

Accountex

Accountex

We provide full service payroll, bookkeeping, vendor payable and receivable management and tax services. We are proficient with US GAAP and IRS treatment. We are friendly, knowledgeable and affordable. 

Bookkeeping Services of Plano

Bookkeeping Services of Plano

 

RCBM GROUP

RCBM GROUP

 

Bookkeeping & Etc.

Bookkeeping & Etc.

We’re a well-established bookkeeping firm with a reputation for innovative and lasting results. We specialize in all areas of bookkeeping including accounts payable, accounts receivable, bank reconciliations, invoices and payroll processing. What separates us from the rest is our experience and commitment to staying current with the ever-changing accounting, business, and tax landscape. 

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