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  • 1.Post details

    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 Houston.

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Financial Planners in Houston ready to help


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 

Naresh K. Yadav, CPA PC

Naresh K. Yadav, CPA PC

We provide Tax, accounting and Bookkeeping services. We have experience in preparing individual personal tax returns, Foreign Financial Asset reporting, preparing and filing back taxes, representing clients in IRS audits. We also do personal financial planning, bookkeeping and succession planning.  

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! 

Erselette Baxter Tax Service

Erselette Baxter Tax Service

 

Peerless CFO Services

Peerless CFO Services

We do accounting for Small Businesses: Bookkeeping, Operational Accounting, Payroll and Tax. QuickBooks online and desktop certified. We focus on the accounting, so you don't have to.  

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 

Thomas Wiggins: CPA & Insurance Services

Thomas Wiggins: CPA & Insurance Services

Thomas Wiggins: CPA & Insurance Services is verified Certificate of Excellence 2019

Full Service CPA Firm 

Capital Innovations, LLC

Capital Innovations, LLC

Capital Innovations LLC is a pioneering bookkeeping and tax preparation firm which is committed to providing innovative solutions customized to each individual clients’ needs. 

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  

Park & Associates, PLLC

Park & Associates, PLLC

 

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.  

Achievement Consulting by Nnenna Umelloh

Achievement Consulting by Nnenna Umelloh

I help professionals and business owners build their career and grow their business using LinkedIn as a database rather than a landing page for your resume. The process of transforming your career with LinkedIn is threefold: Develop Your Brand, Expand Your Network and Build Your Career.  

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 

Tax and Business Solutions

Tax and Business Solutions

Tax and Business Solutions is verified Certificate of Excellence 2019

Our Mission Statement is to provide the best service for our clients. We will help you to: * Lower your taxes * Increase your profits * Help you control your cash flow. We do quality work for a reasonable price. The basic features of our business are: * Profit and Loss Statement-monthly and quarterly * Unlimited discussion of your accounting and business related questions by phone or at our office * Timely preparation of all state and federal tax forms *Tax planning and preparation. The benefits you will receive 1. Profit and Loss Statement will help you monitor your business better and will allow you to see trends developing, and help you plan for the future. 2. You can use us as a sounding board in all important financial decisions, which will help you make the right decisions and understand the new tax laws. 3. Peace of mind - knowing your tax reports are correct and filed on time saves you money in penalties and interest for late filing. 

K & A Financial Group LLC

K & A Financial Group 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.  

Braf Business Consultants & Traders

Braf Business Consultants & Traders

 

Fontenot & Associates Solutions, LLC

Fontenot & Associates Solutions, LLC

Fontenot & Associates Solutions, LLC is verified Certificate of Excellence 2019

Fontenot & Associates Solutions, LLC (FAS) is a small business company located in Katy, Texas. Terra with an MBA in Accounting, founded Fontenot & Associates Solutions, LLC to help entrepreneurs and business owners streamline operational processes, increase revenue and minimize business risk through the development of management policies and procedures. With 10+ years of accounting and operational experience as a professional in Corporate America, she is passionate about using her skills and knowledge to improve the success rates for entrepreneurs and small business owners.  

John H Somerville CPA

John H Somerville CPA

 

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. 

Jefferson's Mobile Notary Services

Jefferson's Mobile Notary Services

 

BTO - CPA PLLC

BTO - CPA PLLC

We believe a CPA firm should serve its clients by delivering results that are tangible and make a real difference. If we haven’t helped our clients increase revenue, reduce expense, improve cash flow, or avoid risk, we haven’t done our job. As a firm, we provide a range of services tailored to the needs of the client and the life-cycle of their business. Our Proven Process is designed to ensure that we are addressing these important topics throughout the calendar year – through both direct one-on-one meetings with you or at one of our educational events. Our focus is the total health of your business to attain financial soundness for your desired growth. Depending on the size of your company we offer Basic bookkeeping to more complex financial needs such as controller services that provide the expertise you need to help improve both cash flow and increased profit for your business. 

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.  

Kelley Accounting and Tax Advisors, CPAs

Kelley Accounting and Tax Advisors, CPAs

 

Carolyn McEathron, CPA PLLC

Carolyn McEathron, CPA PLLC

My Services Reflect My Commitment... • Computer generated periodic reports, including.. * Detailed General Ledger * Income Statements and Balance Sheets • Preparation of payroll and sales tax returns • Bank reconciliations • Corporate and personal income tax preparation • Financial and tax planning • Financial and capital expenditure studies • Computer software applications and installations • Complete Quick Books installation and training  

Martin & Green LLC

Martin & Green LLC

 

Cerda Martinez & Company LLP

Cerda Martinez & Company LLP

Our firm provides accounting, tax and business consulting services to small and medium size businesses. We also specialize in Federal tax compliance to non-residents, expatriates and foreign entities doing business in the USA. 

Top Gun Business Services LLC

Top Gun Business Services LLC

We are a full-service bookkeeping tax and advisory firm with clients domestically and internationally. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. We have CPA as well as bilingual (English/Spanish) professionals. 

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... 

Douglas Business Solutions

Douglas Business Solutions

Douglas Business Solutions is verified Certificate of Excellence 2019

Full Service Accounting Firm. Knowing that you're working with trained professionals gives that added peace of mind. Our bookkeepers have a minimum of ten years of experience in bookkeeping, payroll, and accounting. We are members of the American Institute of Professional Bookkeepers, National Association of Certified Public Bookkeepers, and Certified QuickBooks ProAdvisors. Our bookkeepers go through at least 20 hours of annual continuing education to improve their skills. 

bumac tax group

bumac tax group

 

The Marketing Chicks

The Marketing Chicks

We're Experts With Effective Marketing Plans Our marketing team has extensive experience in successfully integrating all marketing mediums to promote your business. The Marketing Chicks specializes in advanced digital marketing, luxury design and branding for new and established businesses in the areas of real estate, fashion, beauty, legal and medical industries as well as retail stores, restaurants, vacation rentals, travel and hospitality industry. Our expert team understands how to maximize the value of your business. We design and implement customized marketing campaigns that deliver maximum exposure to our client’s products and services, no matter what the situation.  

Aberdare Business Solutions

Aberdare Business Solutions

 

Canady & Canady P C

Canady & Canady P C

 

Five stars film

Five stars film

 

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