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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! 

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. 

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, Expesify, 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.  

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. 

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! 

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 

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 

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  

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.  

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.  

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."  

Cata Book keeping services

Cata Book keeping services

 

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!!  

Intelegency

Intelegency

Intelegency provides free personal financial education and practical information on how to build wealth to regular people. Address:1887 Whitney Mesa Dr, #2425, Henderson, NV 89014, USA 

M.Porter CPA Tax & Accounting, PC

M.Porter CPA Tax & Accounting, PC

 

Duncan Management

Duncan Management

 

Crissman Bookkeeping & Tax, LLC

Crissman Bookkeeping & Tax, LLC

 

first bank of america

first bank of america

 

ML Financial Group

ML Financial Group

 

Thomas Jorion

Thomas Jorion

 

JD Thomas & Co LLC

JD Thomas & Co LLC

 

Maker's Management Accounting LLC

Maker's Management Accounting LLC

Maker's Management Accounting is a full-cycle accounting firm providing accounting, systems, and CFO Advisory services to small business and start-up leadership. 

SJS Accounting LLC

SJS Accounting LLC

 

LOUIS ZAPPA

LOUIS ZAPPA

 

FaaastCash

FaaastCash

FaaastCash is a trusted online payday loan referral service helping people overcome their short-term financial emergencies. Our safe and secure online loan application makes it easy and convenient to get payday loans online. We have a large network of qualified lenders to increase the chances of approval for a fast cash loan. What makes us better than others is that we have made the fast online loans experience as simple for you as possible. An emergency cash advance loan from FaaastCash is the perfect answer to all your immediate cash requirements between paydays! 

VR Bookkeeping Services

VR Bookkeeping Services

 

Really Simple Accounting

Really Simple Accounting

 

Jdkd

Jdkd

 

Phoenix Financial Literacy Services

Phoenix Financial Literacy Services

 

VJM Accounting LLC

VJM Accounting LLC

 

Financial Planners on Bark


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