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Financial Planners in Los Angeles ready to help


9Financial LLP

9Financial LLP

9Financial LLP is verified Certificate of Excellence 2019

9Financial LLP Certified Public Accountants is a full service CPA firm and is proud to serve the accounting, tax, bookkeeping and payroll needs of a wide variety of individuals and businesses, including Entertainment and Real Estate. We provide specialized services custom tailored to you and your business. We are committed to helping each client save money, increase profits and build a stable financial future both personally and in business. We take the time to learn about your life and business. We are here to assist you with all of your needs, saving you valuable time and resources. Our candid financial advice will help your business become organized, grow and prosper. At 9Financial LLP, we work with individuals and businesses to prepare both personal and business income tax returns, design tax planning strategies and provide help with IRS and State Tax issues with the Franchise Tax Board, EDD, and the State Board of Equalization/California Department of Tax and Fee Administration. Experience the personal attention and quality support 9Financial LLP is known for in the greater Los Angeles and Ventura County area. We work with clients locally as well as nationally and internationally. 

ALTIUS

ALTIUS

ALTIUS is verified Certificate of Excellence 2019

We are a CPA firm that offers full financial services, business tax and bookkeeping tailored exclusively for business owners looking for the highest quality of work and tax strategy. To schedule a call to help determine whether we are a good fit please use the below link. https://calendly.com/michael_altius/intro-call Before the call please review the below link to our core services pricing so we can discuss any questions when we talk. https://www.altiuscpa.com/pricing  

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. 

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. 

Tipping and Company, Inc

Tipping and Company, Inc

 

Clancy Consulting LLC

Clancy Consulting LLC

Clancy Consulting LLC was created out of a desire to facilitate success for business owners that are out there pursuing their dreams. We are here to provide the bookkeeping, accounting, and financial planning support necessary for you to make informed business decisions with confidence. In the ever evolving world of business it is important to know where you stand in order to take advantage of every opportunity you are presented. Having an accurate picture of the status of your business in real time, along with knowledge and strategy regarding key future financial events, allows a business owner to make the necessary decisions to guide their company to success. It all starts with establishing and maintaining a comprehensive accounting and bookkeeping system. This is the backbone of the financial planning and analysis process. Once this is accomplished we can use the data generated by this system, along with strategic knowledge of key upcoming financial events, to generate forecasts and perform the necessary planning and analysis to attain your goals. 

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. 

Kashani & Company CPA

Kashani & Company CPA

CPA firm with 28 years experience. Fully staffed and available to take care of your needs from Consultation, Tax Preparation, Bookkeeping, Payroll, Financial Statements and Audits. Our pricing is very competitive and we don't nickle and dime our clients, all pricing is fixed and clients know before hand how much the full cost will be. Please contact us at 310-202-1010 to discuss further.  

Castellon Professional Services

Castellon Professional Services

Tax Management Services At Castellon Professional Services we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. Financial and Tax Accounting Castellon Professional Services provides assistance with financial accounting including set-up of chart of accounts, journal entries, accrual vs. cash accounting, preparation of financial statements, bookkeeping and payroll. We also offer assistance and preparation of ASC 740 tax provision statements for publicly traded companies. Debt and Finance Advising Whether your needs are corporate or personal, Castellon Professional Services' professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments. IRS Representation Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you. Estate and Trust Planning and Tax Preparation Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Castellon Professional Services' role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones do not have any complications to deal with during a time of loss. International Taxation Our experience with the taxation of U.S companies doing business abroad and residents working abroad as well as foreign corporations doing business in the U.S or foreign citizens working in the U.S., has provided us with an extensive base of knowledge in the area of international taxation. Cost Segregation Our experienced staff will assist you with determination of the most advantageous tax positions to claim on capital projects to assure the maximum depreciation and amortization deductions. Tax Credits and Exemptions Castellon Professional Services staff has extensive experience with various federal and state tax credits and exemptions such R&D/Orphan Drug Tax Credits and biotech sales tax exemptions. We are able to assist with identification, implementation, calculation and reporting of such tax credits. Bookkeeping and Payroll Services Tax Service Fees: Tax service fees are offered on a project basis or hourly. Project fees are proposed on fixed fee range and hourly fee of $200 per hour. Financial and Tax Accounting Service Fees: Financial and tax accounting service fees are offered on a project basis or hourly. Project fees are proposed on fixed fee range and hourly fee of $100 per hour. Bookkeeping and Payroll Service Fees: Bookkeeping service fees are offered on an hourly basis of $100 per hour. Includes CPA supervision of full-service bookkeeper. Payroll service fees are offered on fixed fee plus hourly rate. Fixed fee is $30 plus $10 per employee or contractor per month for online software platform. Hourly fee is $100 for payroll processing. Languages Spoken English Spanish 

MTI Consulting Group Inc.

MTI Consulting Group Inc.

Small Business Accounting / Bookkeeping / Tax Representation We provide Entrepreneurs the ability to focus on their business while we handle their books and financials. They can focus on their expertise, while we focus on ours. Whether it's handling their financials or working directly with the IRS on tax issues, we keep the Business Owner focused on what's important to them, running their business. 

Action Ready Marketing

Action Ready Marketing

 

Margaryan & Associates

Margaryan & Associates

 

QB-LA QuickBooks Los Angeles

QB-LA QuickBooks Los Angeles

We Specialize in QuickBooks Accounting and Financial Reporting QB-LA pros can streamline your business accounting practices, minimize costs, and provide fast, accurate information through your QuickBooks, QuickBooks Online or other accounting software. Our experienced staff – ranging from clericals to CPAs – can work with just about any business. Do what you can in-house, and let us do the rest. We’ve got especially competitive rates for data-entry and general bookkeeping. And we’re especially good at integrations, data import/export, IIF files, and e-commerce. Most of our work is performed remotely (cloud-based accounting) where we can keep up with your entries quickly and inexpensively. And your staff avoids disruptions and extra overhead costs. We’ll setup secure Internet connections to make the entries, allowing your management 7×24 (even when we’re working) access to the latest registers and reports from PC’s, Apple devices, tablets and smartphones. We apply the right accounting expertise to your books as-needed. Continue making the entries familiar to your business – and let us do the rest. Does your operation need data-entry help? A bookkeeper? Or a higher end QuickBooks accounting Pro? We’ll engage the person with the right skill sets to get it done fast and save you save money. We also do: • Catch-ups – Small businesses often fall behind in accounting and bookkeeping. We can quickly and accurately enter historical data and get everything up to date. Outsource your headache to us! • Payroll – Payroll is a stress to most small businesses but now it’s easy. We’ve got a fast, efficient, and cheap solutions for everything. See our Payroll Page to learn more. • Clean-Ups – Many clients have overstuffed QuickBooks files with lots of trash from previous times. This can choke QB’s performance while the system constantly searches through obsolete and unneeded records. We can purge thousands of irrelevant vendors, clients, items, employees, and transactions to improve performance. Keep your old file for historical purposes, but use a cleaned-up, smaller file for the future. • Taxes Taxes Taxes – We can sort out many problems with FTB, EDD, Board of Equalization, SSA, IRS and other agencies. Certain matters may also be referred to legal or specialized accounting counsel. We use many tools including Intuit payroll and Intuit Tax Online (ITO). • Accounts Receivable – Many firms don’t have time to keep up with AR. We can get your cash in the bank by methodically contacting your clients and communicating with a velvet glove all the way up to legal efforts as needed. The squeaky wheel gets the oil. Call now for a quote and let's get going! 

Libre Professional Services

Libre Professional Services

BOOKKEEPING & ACCOUNTING Bookkeeping and accounting are two functions which are extremely important for every business organization. PERSONAL & CORPORATE INCOME TAX PREPARATION Full range of Corporate Tax and Income Tax Services ensuring regulatory compliance minimizing Personal Tax Liability and help with your Income Tax Return.  

ALG Loans | Gregoryona CPA

ALG Loans | Gregoryona CPA

ALG Loans | Gregoryona CPA is verified Certificate of Excellence 2019

ALG LOANS Shop ALL options with one application with us. Your local bank will take all your info, run your credit, and probably present you with their one option on any given day. Take it or leave it. Before you know it you’re running around all the local banks wasting your time trying to find the best deal and someone you can trust. That can get frustrating fast, not to mention the havoc it can wreak on your credit as they all jump to run your credit to “pre-qualify” you. At ALG Loans we take your application and shop 100+ lenders nationwide for you, with just one credit inquiry. Our motto is simple: “Hundreds of Options. One Simple Application.” Designed to save you precious time and money. GREGORYONA CPA ✓ Our Company Gregoryona CPA is a cost-effective tax and accounting solution. We pride ourselves on amazing our clients with exceptional customer service by assigning them a dedicated Bookkeeper, dedicated Relationship Manager and unlimited consulting with a local CPA. ✓ Mission & Vision We are dedicated to delivering the ultimate accounting experience: Delivering an all-inclusive, CPA quality experience, and extensive professionalism and care through our local offices with a team of Dedicated Relationship Managers, Bookkeepers, and CPAs, all at low bookkeeping rates. ✓ Approach We have developed a unique process delivering the ultimate accounting experience - one that provides the highest quality work through vetted professionals that not only provides compliance bookkeeping, but includes business building counseling all through the convenience-oriented relationship manager. All for an incredibly reasonable fixed monthly fee competitive with a non-licensed bookkeeper! Our firm and professional staff are Licensed and Regulated by the State Board of Accountancy and required to meet strict requirements: ✓ Education ✓ Examination ✓ Experience ✓ Ethics ✓ Continuing Education ✓ Background Check ✓ Full Professional Insurance Coverage Gain peace of mind knowing that your data is secure in the hands of State Board screened and approved professionals. 

Professional Financial Solutions

Professional Financial Solutions

Professional Financial Solutions is verified Certificate of Excellence 2019

Accounting for the Modern World. We’re changing the Accounting industry for good! Based in Diamond Bar, CA, PFS is a forward thinking accounting firm, and are now servicing hundreds of clients throughout California. PFS is growing faster than ever, and the goal is to help our clients do the same. 

Matei & Co

Matei & Co

 

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 

HaneyBiz Accounting

HaneyBiz Accounting

HaneyBiz helps entrepreneurs be entrepreneurs. We are here to support you in your entrepreneurial journey. Our owner and CEO Mark Haney says, "Solitude is the death of the entrepreneur." We strive to be your partners in your business through five man facets of business services; marketing, accounting, office space, funding and paid media. No entrepreneur can do everything by him or herself, let us be your partner and help you in any way we can. 

Sun-Kap Enterprises

Sun-Kap Enterprises

Sun-Kap Enterprises is verified Certificate of Excellence 2019

How we help our clients: ACCOUNTING SERVICES: Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. TAX PREPARATION: Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations BOOKKEEPING: Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. PAYROLL: As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system  

Signature Resources

Signature Resources

I offer total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies  

Go Business Plans

Go Business Plans

 

AngelytiX Consulting

AngelytiX Consulting

Start-up coaching and consulting 

EXA Tax & Accounting

EXA Tax & Accounting

EXA Tax & Accounting is verified Certificate of Excellence 2019

EXA Tax & Accounting provides bookkeeping and accounting for our clients by using professional staff, amazing software and best practices. We are certified Quick Books & XERO partners. Furthermore, we assist our clients in financial software implementation and training. 

Accounting Breeze, LLC

Accounting Breeze, LLC

Based in El Segundo, Accounting Breeze delivers enterprise-class financial and operational performance solutions to executives. We engage on demand as part-time CFOs and Bookkeepers, single-project CFOs, and interim CFOs to help business leaders successfully resolve pressing challenges and realize their financial and operational goals. At Accounting Breeze, we’re passionate about helping our clients, making accounting and bookkeeping simple. For more information, Visit www.accountingbreeze.com or call 310-343-0757. Like and follow us on https://www.facebook.com/vetxprt/ 

matt@planwriters.net

matt@planwriters.net

As Founder & CEO of The Plan Writers, I've built a company comprised of a team of talented MBA's who help new businesses launch, current businesses grow, and immigrant investors find opportunity in America through the EB-5, L-1, and E-2 visa programs. The economic climate has changed dramatically in the past decade and most new businesses fail within the first few years. Like never before, companies must utilize sustainable business models that leverage the rapid and dramatic changes that are happening in almost every marketplace today – and that’s exactly what we build for our clients. We love working with start-ups and look forward to applying our creative energy to helping your business grow and thrive. 

Taxloop

Taxloop

 

CCAL Group

CCAL Group

CCAL Group, Inc. is an accounting firm located in Orange County. CCAL Group works with many entrepreneurs reach their goals. To help our clients we've incorporated the latest technology to help shave off the high cost of accounting services. Our goal is always to help our clients grow, nothing is more rewarding than helping our customers reach their goals. 

ADK Accounting Serivices

ADK Accounting Serivices

 

4Mba Income tax and accounting Services

4Mba Income tax and accounting Services

28 Yrs experience doing taxes and accounting services 

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  

Barbieri CPA

Barbieri CPA

 

Guardian

Guardian

Guardian is verified Certificate of Excellence 2019

 

AAATAX SERVICE

AAATAX SERVICE

Accounting and tax preparation Also credit repair  

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. 

Accessible Business, LLC

Accessible Business, LLC

Accessible Business, LLC is verified Certificate of Excellence 2019

Accessible Business is a professional Business Consulting firm with years of hands on experience. Over the years we have helped businesses succeed utilizing our knowledge, expertise and experience. Our management team has over 42 years of experience working with businesses. We have developed numerous business plans and marketing plans, designed internal programs for cash flow, business analysis and projections. We have analyzed businesses prepared strategic plans and set budgets for growth, expansion and corporate restructuring. Members of our management team have sat on the Board of Directors of corporations and currently as an active Corporate Advisory to many more. We are determined and dedicated to offer our knowledge and expertise helping small businesses reach their full potential. We have also served in the capacity of a Chief Financial Officer and Controller for some companies. Our team has the ability to analyze a business quickly and get a strong indication as to the necessary steps to help improve operations, productivity and profitability. Our expertise and knowledge will help you take your company to the next level and become a business to be reckoned with. We are one of leading private capital providers to businesses across the US. For those businesses considering a business loan and we are the company that can and will help you. If you are looking for $100,000 or One Hundred Million you are at the right place. Our testimonials prove years of successful business history highlight our successes. If you are seeking to purchase a business, need working capital, inventory, equipment, or restructuring current debt we are the company can get you the capital you need.  

Richard L. Nairin, CPA

Richard L. Nairin, CPA

Richard L. Nairin, CPA is verified Certificate of Excellence 2019

We provide bookkeeping, accounting and tax services to small and medium size businesses 

NextHome Luxe Group

NextHome Luxe Group

 

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.  

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