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Financial Planners in Jacksonville 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! 

Scine & Associates

Scine & Associates

Accounting and Bookkeeping We handle 100% of your monthly accounting and bookkeeping in a 100% remote environment. Financial Statement Prep We prepare financial statements designed to assist in bank financing, investor raises and financial clarity. Controllership We will design your accounting systems (QB Online/Desktop, Expensify, Bill.com, Vic.ai, online banking, and many other online solutions) to function in a seamless fashion. Most controllers are still working to understand the online environment and do not know the specific internal controls needed to be successful with remote accounting. We will implement a month end close process that will produce financial statements within 10 days of month end. CFO Services We will analyze your financial statements for cost savings, pricing elements, and overall company performance. We have relationships with bankers and often understand their needs. We can provide cash flows analysis and projections on a periodic basis to ensure adequate cash flow with a host of other services depending on the client needs.  

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! 

Edwin Rivera & Associates CPA PA

Edwin Rivera & Associates CPA PA

Taxation, Auditing, Consultation, Due Diligence, QuickBooks Support, Payroll, Accounting & Bookkeeping. 

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 

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.  

Thomas Group Of North Florida, Inc

Thomas Group Of North Florida, Inc

We are a holistic business service provider, meaning we offer expert business coaching/consulting that covers every aspect of small to mid-size businesses, including operations, manufacturing, finance, accounting, human resources, logistics, change management, culture, structure, and much more. We also offer a full service bookkeeping service, called CFO Bookkeeping. The Cash Flow Opportunist (CFO) Bookkeepers are more than bookkeepers, we help you use your company monthly numbers to manage and predict cash flow, allowing you to better manage your business. We couple the reports generated by bookkeeping to give a full explanation of your business health and then coach you into the successful business that we know you can be! In a nutshell, we minimize the stress of running a business by coming along side you and your business, answering all of your questions as they arise and giving you direction as needed.  

Coach Kat Nesbit & TEAMS

Coach Kat Nesbit & TEAMS

There comes a time when the entrepreneur can no longer rely on his nimble action or adept response rate to “manage” his business. And, there comes a time when a manager who’s feeling inadequate to the job can no longer rely on his or her one-size-fits-all leadership style and lack of tools for communication to do a good job well. How have you gone about structuring and defining your business, your department(s)? How are you making it “franchis-able”? Can we make leaders? Can we make ourselves into leaders? Of course, we can! Don’t believe me? Check out Harvard’s educational offerings starting at $48,000 a class. I am a Phase 2 Transitional coach. In case you don’t know what that is, It’s the transition of a company from leader-centric to business-centric, from "cowboy" style to structure and systems, from doing everything at hand and putting out the fires in front of you to getting back to your specialty and adding the skills of leading to your toolbelt. Its transitioning from a start-up that’s been busy to a thriving company with systems, structure, people with skills who have your back, and common vision and goals, communicated well… or not. Being a good leader is simply a compilation of good habits and actions that each of us wants to hone, no matter our field or level of management. Because good leadership development includes a collection of skills that we can all use in self-management and personal development! What about your team? This is going to seem pretty intuitive. But how many of us practice consciously developing the culture in our businesses and our teams? How many of us know how? What systems do you have? What skills have you honed? Have you built a team that can stand without you? If you ever want a life outside of work, this is imperative. It is also courageous as it reminds one that none of us are invaluable. And thank goodness! You get to leave without disaster taking over! And lastly: How well do clarify your intentions, ensure your team has all the skills and tools needed, and champion your people on their successes? What tools do you use to measure success? How well do you use and share them? Are you choosing lead measures and effecting change quickly? Do you know how to hold your team(s) and yourself to what you said you’d do? Do you have systems for holding people accountable and for supporting their failures? Are you convinced the activities you have chosen to affect your goals are relevant activities for gaining results? What tools are you using to support you and your team; keeping your eyes on the ball? What are you doing to keep your goals top of mind? We offer solid frameworks for your particular business situation to help you find the answers you seek to the individual and complex problems of your company. Then we execute them and learn, in real time, what working and what's not. And then! We make some choices on what to do about it. All the while you're building your toolbelt for success and the future. Learn more about us at http://katnesbit.com 

McQuaig & Company, Inc.

McQuaig & Company, Inc.

 

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... 

Keith Jones, CPA

Keith Jones, CPA

TheCPATaxProblemSolver provides expert tax resolution services that solve your tax problems and give you a fresh start. I also provide tax preparation, tax planning, and accounting services. 

Small Business Tax Accounting Payroll at Jacksonville Tax Accountants

Small Business Tax Accounting Payroll at Jacksonville Tax Accountants

 

Tomas Accounting

Tomas Accounting

Tomas Accounting, LLC is a family-owned accounting/bookkeeping firm. We understand the ins and outs of small business accounting. With nearing 20 years of experience, we will provide qualified, personalized accounting/bookkeeping service for the small-business person. "Our thoughts are to offer the small-business man and woman the same kind of top notch accounting services that the bigger guys are accustomed to, but at a price that works with their tight budgets."  

DOPE BOOKKEEPING

DOPE BOOKKEEPING

 

Prime Tax Solutions LLC

Prime Tax Solutions LLC

 

Crescent Accounting

Crescent Accounting

We are a full service accounting, bookkeeping, tax preparation firm that offers value flat pricing and service guarantees. We offer all standard accounting services as well as technology and software to drive your business success. We are QuickBooks ProAdvisor ADVANCED and have many years of expertise in setting up the best streamlined process for the most accurate and reliable reporting. We are advisers, leaders, collaborators, partners, mentors, and change experts. With our years of experience, from multi-billion dollar organizations to start ups, we deliver the best value and strategy. We are experts in cloud technology and can show you how it will save time, prevent errors and provide the most accurate and up-to-the minute information to run your business. Let us help drive your success!!  

LOUIS ZAPPA

LOUIS ZAPPA

 

Conscious Business Insights

Conscious Business Insights

 

4 Hour CFO

4 Hour CFO

 

4HourCFO

4HourCFO

For mant business owners, a CFO can be both necessary and not yet budgeted. In our opinion, it is at the earliest stage when a CFO is arguable most critical. 4HourCFO is the solution. 4HourCFO is access to your CFO as neefed, with the benefit of sharing unused time with other small or growing businesses. 4HoyrCFO offers half-day time blocks. Does this sound right for you? 4HourCFO also offers BOOKKEEPING, PAYROLL and TAX service. With Pro-Connect we can share quickbooks. 904-250-0072. 

Israel Duran & Associates, LLC

Israel Duran & Associates, LLC

The No #1 Growth Business Development and Web Agency. We are engaged in offering a wide range of digital marketing services, including Web Design and Development, Ditigal Marketing, Graphic Design, SEO, PPC, Video Editing, Logo Design & Branding services. Our talented and dynamic team carries out a series of innovative proprietary tools and algorithms to offer a high level of service experience. 

Hellomycpa Consulting

Hellomycpa Consulting

 

360 Tax Experts

360 Tax Experts

 

Gayle A Curry, CPA, LLC

Gayle A Curry, CPA, LLC

 

ACT Now Financial Services, LLC

ACT Now Financial Services, LLC

ACT Now Financial Services, LLC is an accounting, consulting, and tax services firm specializing in the needs of small businesses and individuals. As a cloud-based firm, we are revolutionizing the way the world handles finances. The days of sitting around in your CPA's office are a thing of the past. Instead, you'll experience the same exceptional service you're used to using a technology package specifically suited to your situation. 

Gary Johnson's Accounting & Tax Service, LLC

Gary Johnson's Accounting & Tax Service, LLC

 

Angelica Meyerl

Angelica Meyerl

 

PNW Financial

PNW Financial

 

JMEROLA BIZ CONSULTING AND COUNSELING

JMEROLA BIZ CONSULTING AND COUNSELING

 

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.

 

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  

Adaorah Onyekwena

Adaorah Onyekwena

BOOKKEEPING, FINANCIAL STATEMENTS, & TAX PREPARATION 

Roberts Accounting Services

Roberts Accounting Services

 

Eric Davis Bookkeeping Services

Eric Davis Bookkeeping Services

As your book keeper I will develop a system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures for you. I will maintain subsidiary accounts by verifying, allocating, and posting transactions. I will balance your subsidiary accounts by reconciling entries. I will maintain general ledger by transferring subsidiary account summaries for your business. I will balance general ledger by preparing a trial balance; reconciling entries. I will maintain historical records by filing documents. You can rest assured as I will prepare financial reports by collecting, analyzing, and summarizing account information and trends. Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions. Contributes to team effort by accomplishing related results as needed.  

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