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  • 1.Post details

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    We will find Financial Planners in Miami and do the legwork to contact them on your behalf.

  • 3.Get quotes

    Receive fast, free Business Financial Planning quotes from the best Financial Planners near Miami.

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Financial Planners in Miami ready 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. 

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! 

Urban Accounting

Urban Accounting

Business owners need accounting support that guides, protects, and advises. Whether your concerns are related to payroll, taxes, corporate structure, or a combination of all financial issues, Urban Accounting can help. At Urban Accounting, we are a new generation of accounting. Our accounting professionals and accounting clerks will deliver paperwork right to your office or doorstep, pick up documents, or walk you through newly implemented software systems. We offer all of these services without charging the prices found elsewhere, and we never charge on a per transaction or hourly basis. 

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 

TCL Accounting and Financial Services

TCL Accounting and Financial Services

 

Blackjade Consulting, LLC

Blackjade Consulting, LLC

We are a business consulting firm located in West Palm Beach, Florida. We believe all small businesses should have access to consulting advice so they are able to perform at their highest potential. We believe in the power of your business and understand your vital role as an employer aiding the economy. This is why we founded Blackjade Consulting. You deserve a small business consultant. Let's start the conversation today so you can continue to focus on leading your team, while we focus on increasing your growth, efficiency, and profitability! 

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  

Bilbao Financial LLC

Bilbao Financial LLC

 

Nicole M Vahlkamp, Inc.

Nicole M Vahlkamp, Inc.

Nicole M Vahlkamp, Inc. is verified Certificate of Excellence 2019

An experienced business strategist with expertise in strategy, digital marketing, and finance, Nicole M. Vahlkamp bring all aspects of business management together to guide growth-oriented businesses. She helps both for-profit businesses and not-for profit organizations address key strategy challenges-- determining "where to play", devising tactics for "how to win", and creating metrics to quantify success. For over ten years, Nicole has specialized in business & financial planning, as well as digital marketing- both planning and execution. Nicole is an expert in Digital-- specializing in helping her clients select and prioritize amongst the various digital channels available in order to create a data-based digital marketing plan that best meets their customers and their budget. Following years in the corporate sector, Nicole opened her own Strategy & Marketing Consulting firm in 2013 in order to focus on enabling businesses to gain customers and market share while maintaining a strong bottom line. Her clients can attest to outstanding performance -significant increases in brand awareness, year-on-year business growth and solid financial gains. Nicole's personal passions are business, wellness, and yoga - a trio that she believes can propel everyone to unparalleled success- both in work and in daily life. She also offers life and business coaching services, coaching individuals to integrate their personal lives, professional careers, and higher selves. She specializes in working with current and aspiring business owners, guiding them on how to build and grow their businesses while maintaining serenity using practical tools and powerful holistic practices. Her goal is to help both individuals and businesses to uncover their potential, fulfill their dreams, and achieve deeper states of well-being. Her coaching and teaching follow 5 years of working as a business consultant, applying her expertise in Business Strategy, Digital Marketing, and Corporate Finance to successfully grow a number of diverse businesses. Learn more: https://www.linkedin.com/in/nicolevahlkamp/ Contact Nicole: nicole@nicolemvahlkamp.com  

Hakim & Zafar CPA Advisory Services

Hakim & Zafar CPA Advisory Services

Hakim & Zafar CPA Advisory Services is verified Certificate of Excellence 2019

Hakim& Zafar, CPA & Advisory Services provide Big firm Capability with a small firm personality. We are true business partners to our clients and are always looking to grow with our partners. We offer all the Major Accounting Services desired such as : -Personal Taxes -Corporate Taxes -Accounting/Bookkeeping -Business Advisory -Tax Planning - AND 2018 TAX LAW CHANGES, STRATEGY PLANNING CALL NOW AND speak to one of our CPA'S!  

Canner, Brody & Yan, LLC

Canner, Brody & Yan, LLC

 

The Tax Team

The Tax Team

The Tax Team is verified Certificate of Excellence 2019

 

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.  

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 

Palco Accounting & Taxes LLC

Palco Accounting & Taxes LLC

Palco Accounting & Taxes LLC is verified Certificate of Excellence 2019

PALCO Accounting and Taxes, LLC provides custom solutions for all of your businesses' financial needs. We help clients manage their finances by offering expertise in accounting, tax filling, competitive payroll services and outsourcing of financial controlling services.  

Ceiba Enterprises Inc.

Ceiba Enterprises Inc.

•Prepare financial documents and reports. •Offer recommendations to help clients make wise financial decisions. •Work to comply with local, state, and federal laws. Stay up to date on these laws as they change from year to year. •Keep financial records organized and up to date. •Use sophisticated accounting software to make the most of provided data. •Help businesses and individuals be more efficient financially. •Look for discrepancies in financial data and correct errors. 

Buy Tadarise 10 mg

Buy Tadarise 10 mg

Buy Tadarise 10 mg (familiar cialis) are used to deal with erectile disorder (impotence) in men, which is incapability to achieve or preserve a hard erect penis appropriate for sexual interest, due to insufficient blood circulate the penis. Tadarise pills 5mg loosen up the blood vessels in the penis growing blood glide and causing an erection, which is the herbal response to sexual stimulation. However, Tadarise tablets 5mg will only paintings in case you are sexually aroused. 

Genwealth Inc

Genwealth Inc

We are one of the premier financial consulting firms that make powerful wealth building strategies available to thousands of everyday people who otherwise would not have the knowledge to use them. Unlike many companies that have just one field of advisors and are product driven, we are strategy driven using the Union Team Approach to bring 6 fields of advisors together to benefit you: Financial, Tax, Real Estate, Asset Protection, Legal, and Business Advisors. Our competitors simply don't and can't offer this. We can assist you whether you want to build wealth, plan for your retirement, improve your current quality of life, eliminate your debt, restructure your finances, or even start or grow your business from six figures to 7, or 7 figures to more.............we're experts at that. Book your consultation here: https://genwealthinc-financialconsulting.youcanbook.me You can also visit us online at www.genwealthinc.com . 

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.  

Ganic Group

Ganic Group

 

Accounting Biz LLC

Accounting Biz LLC

Accounting services, Taxes, Bookkeeping, Payroll, New Business set-up, and Consulting. 

Taxleaf Miramar

Taxleaf Miramar

Miramar.TaxLeaf.com is a tax and accounting firm specializing in business and personal tax matters for your local community. Established in 1976, we have multiple offices throughout Florida to with local experts to help you personally manage your tax and accounting needs. FOR YOUR BUSINESS TaxLeaf can help manage the bookkeeping and payroll needs of your business. We offer affordable monthly plans to give you Financial Reports on your business’ performance. Our LeafPay software will manage all the payroll needs of your businesses, offering direct deposit for your employees as well as automated IRS reporting. Using LeafCloud, you will always have access to all your financial documents on the go. Review your tax returns, financial reports, and more from any Iphone or Android Device. At the end of each year, we will quickly and easily prepare and file your business tax return for one low cost. FOR PERSONAL TaxLeaf helps thousands of individuals get the refund they deserve when filing their tax returns. We’ll help you navigate the tax laws that relate to your particular situation. For one low fee, Professional Tax Preparers in your local area will help prepare and file your individual tax returns using E-FILE and EFTPS technology, providing for a speedy refund and filing of your tax return. Using LeafCloud, you will always have access to each year of your tax returns from any Iphone or Android device. 

RMS Accounting

RMS Accounting

 

Tax Care Pembroke Pines

Tax Care Pembroke Pines

 

GCE Global Solutions

GCE Global Solutions

 

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.  

Marc E. O'Connor, CPA, PA

Marc E. O'Connor, CPA, PA

 

Your Tax CPA, LLC

Your Tax CPA, LLC

Certified Public Accounting Firm Services Include: Accounting - You Focus on Running Your Business - We Free You From the Paperwork - Books in Tip-Top Shape Tax Preparation - Complete Range of Tax Preparation - We Prepare All Federal and State Tax Returns - Returns Are Filed Electronically Tax Representation - Confidential Professional Service - We Deal with the IRS for You - Help Through a Difficult Process  

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... 

ActionCOACH Team Sage

ActionCOACH Team Sage

ActionCOACH Team Sage is verified Certificate of Excellence 2019

ActionCOACH Team Sage is the Number 1 Business Coaching Firm in South Florida. Let me begin by explaining why we do what we do... We get up every morning to work with business owners, just like you, to transform your business so that it makes a positive impact on your life, your team, your family, your community and your world. We do this through bringing the most up-to-date, proven tools, resources and coaching delivered directly into your hands. ActionCOACH Team Sage is the local franchise of ActionCOACH business coaching for Miami. We provide business coaching services to the owners of small and medium sized businesses to help take their business to the next level. Since we look at, and work with, a business holistically, we help you grow in the areas that you need help and insure stability in those areas that you do not. In ActionCOACH we say that a business is intended to support the life and goals of the owner (and the team), and work with you to insure that your business is aligned with that. Too often, owners of small and medium sized businesses are literally a slave to the business, unable to take time off and/or working way too hard. A business should give you more life, not take it away. Working with a business coach can give you back the time, money and freedom that you went into business for in the first place. Contact us today to find out how we can help you get everything you want out of your business. 

Miami Bookkeeping Solutions

Miami Bookkeeping Solutions

LOOKING FOR A SOLUTION FOR YOUR BOOKKEEPING IN MIAMI? Bookkeeping service is an important element in the successful management of your company's finances. Accurate records not only contribute to precise business transactions, but they also affect your overall business plan. At Miami Bookkeeping Solutions, we recognize the importance of bookkeeping services, and we encourage our clients - especially small businesses - to prioritize record keeping and the management of financial transactions. 

FAS CPA & Consultants

FAS CPA & Consultants

FAS CPA & Consultants is verified Certificate of Excellence 2019

We are a Tax Accounting Firm providing Tax Planning for Real Estate, U.S. Expats, Crypto Investors, IRS Debt Resolution to grow your business and Offshore Strategies to protect your assets. Our vision is to develop an accounting firm with integrity, professionalism, eco-friendly and on the vanguard of technology. 

Harold L Benjamin CPA

Harold L Benjamin CPA

 

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."  

AB Consulting And Accounting Services

AB Consulting And Accounting Services

 

GT Tax Consulting, LLC

GT Tax Consulting, LLC

 

Jon Paul Aultman

Jon Paul Aultman

 

MUTUAL TRUST FINANCE LIMITED

MUTUAL TRUST FINANCE LIMITED

Do you need Finance? Are you looking for Finance? Are you looking for a money to enlarge your business? We help individuals and companies to obtain funds for business expanding and to setup a new business ranging any amount. Get a fund at affordable interest rate of 3%, Do you need this cash/funds for business and to clear your bills? Then send us an email now for more details Email: mutualtrustfinancelimited AT gmail . com OR Whatsapp +447934779981  

Financial Planners on Bark


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