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

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Financial Planners in Phoenix ready to help


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. 

1-800Accountant

1-800Accountant

1-800Accountant is verified Certificate of Excellence 2019

1-800Accountant provides virtual accounting and tax services to small businesses. We offer comprehensive bookkeeping, tax consulting and preparation, and payroll services. Our goal is to provide the mix of services you need so you can focus on running your small business. We look forward to working with you! 

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. 

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! 

Shayne R. Neuwirth CPA, PLLC

Shayne R. Neuwirth CPA, PLLC

Individual Tax Preparation - Form 1040 A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed. Filing income taxes every year is something that every taxpayer must do and through our Individual Tax Preparation service, we focus on minimizing your tax liabilities while maximizing your income. Trying to file your own tax return can be a challenge and can also require a good amount of your time. While there is tax preparation software that can help make it easier for you to file they can not see the areas of opportunity to increase your return like an experienced CPA can. More importantly these tax return software programs cannot detect an issue in your tax situation or liabilities. It is better to seek the service of an accountant who has a strong understanding of the tax rules that can apply to you as an Individual and be able to use them in the proper manner. Maximize Tax Deductions and Credits Our accounting and tax preparation firm believes in the bigger picture, we know that there are a number of factors that can affect your life – good and bad. That is why we are available year round to advice on these life changes or any IRS problems that can arise. Don’t wait for an IRS letter to come in the mail for you to seek help on your taxes – contact us now for your individual tax preparation services, because we are passionate about sharing our expertise and providing you the resources to reduce your tax liability. Business Tax Returns - Form 1120S, 1065, 1120 As a business owner one of your top priorities would most likely be paying less taxes, and this notion can be best achieved through our services of business tax preparation and tax planning. Running your own business can be difficult enough without having to devote endless nights and weekends to tax preparation and filing. With the ever-changing tax codes and the year-long task of corporate tax preparation it makes sense for business owners of all sizes to hire a certified public accountant to handle their business tax preparation. There are a number of different kinds of business structures and issues that a CPA must know very well to adequately prepare these business tax returns. Our goal as your accountant is to minimize your liability and seek opportunities of growth that will help increase your company’s revenue. We focus on tax returns for sole proprietors and small to medium sized business – call 480-393-0755 to learn more about our tax planning and business tax preparation services for your business. Business Taxes S- and C Corporations, Limited Liability Companies (LLCs), Sole Proprietorships, and Partnerships Income Tax Preparation and Filing Federal Forms 1120-C or 1120-S or 1065 Accounting and Bookkeeping Services As a business owner, it is essential you hire a CPA to conquer the complex accounting and bookkeeping process that is necessary for your profitability and marketplace permanence. Our team is skilled at preparing books and organizing company records. After organizing your current financial situation, our staff take steps to set up an easy system that keeps your books organized and maintains efficient record-keeping in the coming years. Businesses aiming to succeed despite the roller coaster economy we are experiencing need a strong network of support. Whether you are an already established business, or just starting out, you need the consultation of tax and accounting experts. Consider us a trusted partner in managing the financial security of your business. Through our accounting and bookkeeping services, we maintain impeccable books and records for your company and we set up effective current and projected budgets. All of our solutions are motivated by maximizing your tax returns. We provide the following services with your support in mind: Initial Accounting & General Ledger Setup Bookkeeping (Monthly, Quarterly, or Annually) Profit & Loss Report Preparation Balance Sheets Preparation 

Foley & Giolitto CPA, PLLC

Foley & Giolitto CPA, PLLC

Foley & Giolitto CPA, PLLC is verified Certificate of Excellence 2019

Foley & Giolitto CPA, PLLC is the first financial advisory firm to focus exclusively on saving our clients real money. We do everything different than a traditional CPA would, because we believe there is a better way to provide financial advice. We specialize in building tax and wealth strategies for business owners and real estate investors. We often save our clients thousands of dollars through highly sophisticated approaches to tax and wealth planning.  

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 

Waters Business Consulting Group, LLC

Waters Business Consulting Group, LLC

Waters Business Consulting Group, LLC is verified Certificate of Excellence 2019

Our passion is fueled by your business growth and profitable success. Our clients retain us because of our experience and the results we help them achieve, proven through our strategic planning and "Profit by Design" strategy. Trust and Results is our brand. John Waters has over 34 years of success in growing nine different businesses and working with hundreds of business owners to help them achieve their business goals, taking one particular business from $7 million to over $40 million in net worth. We enjoy learning about your business model and it's uniqueness in delivering products and/or services, then building a relationship with you that allows us to leverage and enhance your strengths to grow your business, your profits and cash flow, and your personal income. We provide you with the opportunity to take more time off to do the things you enjoy, we really love that and so do our customers. We achieve extreme and efficient business growth through a proven methodology we call "Profit by Design" where we guarantee improvement, growth, and profitability in your business, as long as you have a desire to evolve to the next level and are willing to have a consultant / coach help you along the way. Scaling up a business requires People, Strategy, Execution and Capital. We incorporate these elements into your growth plan for a more predictable business so that you earn Profits by Design and not by Accident. We love seeing companies grow into prosperity and a comfortable, successful future. 

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  

Facilities Advisors inc.

Facilities Advisors inc.

Facilities Advisors, Inc. prepares reserve studies for country clubs, condo, homeowner, timeshare associations and many other types of organizations. The company has 30+ years experience with condominium associations & planned developments and 20+ years experience with timeshare associations and country clubs. Facilities Advisors was formed to provide for the complete facilities maintenance management needs of common interest realty associations and other organizations. 

Mack Ventures, LLC

Mack Ventures, LLC

 

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 

Premier Accounting & HR

Premier Accounting & HR

Full Charge Remote Bookkeeping & Sales Tax Human Resource Management Payroll, Payroll Taxes & Forms, W2’s, 1099’s Consulting on budget, growth & HR Buy Quickbooks Online & Payroll at discounted rates Serving all American industries from Corporations to Non-Profits, worldwide  

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.  

Black Diamond Business Solutions

Black Diamond Business Solutions

 

Kiser Tax and Accounting

Kiser Tax and Accounting

Kiser Tax and Accounting  is verified Certificate of Excellence 2019

Kiser Tax Planning and Accounting assist small to medium sized businesses and individuals with all of their bookkeeping, accounting, tax, and business start-up needs. We offer full service boutique accounting services to fit your budget. As an Enrolled Agent with years of experience, Kiser Tax and Accounting works to maximize your tax savings with professional tax preparation services. We are located in Phoenix, AZ and is an expert in all areas of taxation, including corporate, estate, individual, partnership and federal, local and state taxes. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As an Enrolled Agent, we adhere to certain ethical standards and codes of professional conduct established by the IRS. Sign up for our e-mail client newsletter full of valuable tax planning strategies. You can count on us for professional, timely and reliable services, which include the following: QuickBooks Training and Support Tax Preparation & Planning Personal & Business Tax Returns Estate, Gift & Trust Returns Out-of-State & Multi-State Returns Payroll & Sales Tax Reporting Individual & Business Tax Planning Authorized IRS E-file Provider Tax Problem Assistance IRS & State Audit Representation Appeals & Collections Non-Filers Prior-Year or Amended Returns Responding to IRS Inquiries Lien & Levy Releases Offers in Compromise & Payment Plans Feel free to contact us by phone at (480) 712-8122 or via e-mail: carrie@kiser.tax. We look forward to assisting you with all of your tax and financial needs. 

Freeman Income Tax Service

Freeman Income Tax Service

41111 N Daisy Mountain DR #105 Anthem,AZ 85086 Full service tax office, Open year round. 

Xpress Tax and Business Service

Xpress Tax and Business Service

Be it Tax Preparation, Tax Resolution Service or Small business services our professionals have the credentials, the knowledge and the experience to assist you. Your satisfaction is our priority.  

Bookkeeping Solutions, Usa

Bookkeeping Solutions, Usa

Bookkeeping Solutions, Usa is verified Certificate of Excellence 2019

Are you searching for a bookkeeper? An accountant? Someone to do your taxes? Professional, Accurate, Reliable, Trustworthy, and Caring about your personal and business success for the FUTURE. PAYROLL Our company provides a complete payroll processing solution for your business needs. All you do is tell us how much to pay your employees and we will take care of the rest. We make the payments to the government agencies, file the necessary forms and send you the checks or direct deposit. Our prices are very competitive with other payroll processing companies. ACCOUNTING We provide bookkeeping, sales tax and accounting services to small business entities in a variety of industries. All our accountants are supervised by experienced CPA’s, and all of the work is reviewed by experienced CPA’s. We help company owners keep up with their books and manage their companies. Let us be your CFO for hire so you can spend your time making money. INCOME TAX PREPARATION We have vast experience preparing business and personal income tax returns. We offer very competitive prices for the tax preparation, but the actual tax savings are in the tax planning. Our goal is to minimize your federal and state income tax liability to the limits allowed by the tax law. We want you to keep as much money as possible to reinvest and grow your business. BUISNESS CONSULTING We provide a wide range of business consulting services. We do consulting for start-up companies helping with decisions on entity type, business and marketing plans, asset acquisition and financing. We provide consulting for existing companies and help them through the growth process. Our knowledge and experience provides you with the proper guidance to help you make strong fundamental decisions. QUICKBOOKS SERVICES Our company has Certified QuickBooks ProAdvisors that provide fast, effective and efficient answers to your QuickBooks support problems from installation and setup to QuickBooks® training and daily use. All your QuickBooks needs are met at the click of your mouse. Our Personalized Services ensure that the same QuickBooks ProAdvisor works with you on a regular basis. You no longer have to explain your situation and your company's needs to a new person each time you call. CORPORATION LLC Setup Services We provide a FREE consultation to help explore thoroughly the different options available. Once a decision is made, we will complete the remaining steps to form the proper entity in a timely manner. We find our costs are typically less than the competition. We strongly believe that forming the proper entity is extremely important as you grow a business. MARKETING Too many people think strategic planning is something meant only for big businesses, but it is equally applicable to small businesses. We offer a full review of your current advertising and marketing and then we put together a comprehensive marketing plan to help you move the business in the direction of the marketing objectives while keeping you within your budget. The plan is a blueprint and a picture of your success. Accounting Bookkeeping Business & Marketing Plans Business Consulting Computer & Accounting Training Computer Hardware & Software Setup & support Corporate and LLC Income Tax Financial Planning Financing & Asset Acquisition Consulting Individual Income Taxes Payroll Processing and Filing Personal Net Worth Analysis QuickBooks Consulting Retirement Planning Review Sales Tax Processing and Filing Small Business Start-Up Consulting Tax Debt Resolution Tax Planning Certified Accountant Certified Legal Document Preparer Certified Bookkeeper Certified QuickBooks Advanced ProAdvisor Warmest Regards, Paula Delgado O: 818.318.9984 C: 480.740.9765 E: Bookkeeping250@gmail.com Bookkeeping Solutions U.S.A. 9990 Houston Road Malibu, Ca. 90265 Bookkeeping Solutions U.S.A 26949 N. 89th Drive Peoria, AZ. 85383 Bookkeeping Solutions U.S.A P. O. Box 1479 Indio, CA 92202 "BOOKKEEPING IS NOT YOUR SPECIALTY" www.bookkeepingSolutionsUSA.com  

Desert Tax Preparation

Desert Tax Preparation

Desert Tax Preparation is a full service Quick books and Tax preparation company. I have been working with QB for my companies, and client companies for many years. I feel that I have the experience to perform the work that is required. Normally I work out of my home office, and remote in or loginto client's books. If the circumstances dictate, I will also travel on-site to work as well. I am very easy to communicate with and I work well with others.  

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.  

Elliott Financial Group

Elliott Financial Group

 

My Business Partner

My Business Partner

My Business Partner is verified Certificate of Excellence 2019

My Business Partner is more than your traditional accounting firm – we are your accounting partner. My Business Partner not only handles all your accounting needs large and small, our accountants consult with you and make recommendations that allow your business to profit more. We are your chief financial officer on an as-needed basis, focusing on high-quality confidential service that you can afford. My Business Partner opened their first office in Mesa, Arizona in 2003, expanding into Massachusetts in 2015, Vermont in 2017 and continue serving clients throughout the United States utilizing in person, virtual services and Skype! Our services are all-encompassing and include Virtual CFO, accounting, annual accounting reviews, financial and business consulting, tax preparation and bookkeeping. We also have QuickBooks ProAdvisors and Sage/Peachtree Specialists that can help with implementation, training, and more. 

Succentrix Business Advisors

Succentrix Business Advisors

 

The Balance Sheet, LLC

The Balance Sheet, LLC

 

Noiseacct servicesllc

Noiseacct servicesllc

 

Crefinity Solutions

Crefinity Solutions

Crefinity Solutions is an accounting/bookkeeping firm that specializing in using software such as Quickbooks, Xero, and FreshBooks to keep all financial data and accounting inline. We have clients in Arizona, Texas, and other states across the US. Our firm is connected to ensure any accounting inquiry can be completed correctly and in a timely manner. Our firm completes both monthly management of books and also one-time projects, such as account set-up, reconciliations, and online accounting software integrations. One of our clients does nearly $9 million in yearly revenue and has transactions over 500 monthly transactions among 4 different accounts. Crefinity has the capacity to service businesses from small to large. We take pride in our commitment to clients and ensure strong and clear communication, if needed our firm will fly to your business. We look forward to working with you to solve your accounting needs. If you have any further questions, please send us a message. Thank you. 

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... 

Responsive Tax & Accounting, Inc.

Responsive Tax & Accounting, Inc.

Responsive Tax & Accounting, Inc. is verified Certificate of Excellence 2019

Responsive Tax & Accounting has been serving the Valley for over 25 years. Providing its clients with the utmost professionalism, competent and proficient services in taxation, accounting, payroll and business formation. Our clients, in some cases, are 3rd generation families, that confidence encompasses our reputation. You are not just treated as a client, you become family. No matter if you have an IRS resolution matter, missing years of tax returns, Offer In Compromise preparation, tax liability abatement & installment plans, or need an Enrolled Agent representation, call us, we can help. If you are a small – mid size company needing accounting service, financial statements, profit & loss reporting, balance sheet reviews, bookkeeping-cleanup, QuickBook guidance, sales tax reporting….call us, we can help. Confused by payroll requirements for the State or Feds? Quarterly reporting, 941s or 940s? Don’t chance it and leave it to Responsive Tax & Accounting, call us. “After 24 years of accounting and tax experience, it is my guarantee that I and my firm will provide you with the personal and professional services that you deserve. I am committed to holding a high standard of integrity, honesty, and that all your accounting and tax preparation needs will be met. At Responsive Tax and Accounting, you are not a client, you are family.” ~Marcy Sanchez, EA, Principle Partner~  

ALL Accounting & Tax

ALL Accounting & Tax

ALL Accounting & Tax is verified Certificate of Excellence 2019

National Accounting / Bookkeeping/Tax Professional **Clean Up Specialist!** No Mess too Big! Seasoned and Reliable accounting professional putting your business needs first!! I provide everything from personal bookkeeping and tax preparation to small and medium sized business accounting and tax preparation. Sales tax returns, tax planning, budgeting (both personal and business) customized reporting. Anything you would expect your in house accountant or your CPA to do.  

Profound Financial PLLC

Profound Financial PLLC

Profound Financial PLLC is verified Certificate of Excellence 2019

Profound offers a unique and customized holistic approach to all of our services and take the time to understand our clients needs. We offer complete financial consulting making our services PROFOUNDLY DIFFERENT.  

Cobb CPA, Business Performance Advisors

Cobb CPA, Business Performance Advisors

We enjoy working with people who value what we do and expect more from an accountant than once-a year meetings. We use forecasts, benchmarks & metrics that support your business and create a 12-18 month plan to keep you on track. Together, we create a plan that integrates accounting, tax and smart business solutions with your goals. 

Coast 2 Coast Accounting and Finance

Coast 2 Coast Accounting and Finance

 

Profitable Accounting Services, Inc

Profitable Accounting Services, Inc

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Accounting Services: As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits! Each month or quarter we'll do the following things for you... Reconcile your bank account Generate an income statement Generate a balance sheet Clean up your general ledger Provide consultation These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax preparation, or any of our other services. Bank Reconciliation Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date. Having us reconcile your account each month allows you to... Identify lost checks, lost deposits and unauthorized wire transactions. Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank. Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement. Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you. Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid by that bank, you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank. This reason to reconcile alone should be enough. Crime exists. Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for. Income Statement An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period. An income statement allows you to... Track revenues and expenses so that you can determine the operating performance of your business. Determine what areas of your business are over-budget or under-budget. Identify specific items that are causing unexpected expenditures like phone, fax, mail, or supply expenses. Track dramatic increases in product returns or cost of goods sold as a percentage of sales. Determine your income tax liability. Balance Sheet A balance sheet gives you a snapshot of your business' financial condition at a specific moment in time. A balance sheet helps you... Quickly get a handle on the financial strength and capabilities of your business. Identify and analyze trends, particularly in the area of receivables and payables. For example, if your receivables cycle is lengthening, maybe you can collect your receivables more aggressively. Determine if your business is in a position to expand. Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses. Determine if you need to take immediate steps to bolster cash reserves. Determine if your business has been slowing down payables to forestall an inevitable cash shortage. Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you. Maintaining a Clean QuickBooks File The QuickBooks file is the core of your company's financial records. These records constitute the central "books" of your system. Since every transaction flows through QuickBooks, a problem with the data throws off all your books. Having us review your QuickBooks system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we'll fix the discrepancies so your books are always accurate and kept in tip top shape. Tax Services Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Here's what your get... Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts. Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months. We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability. Books a Mess: No Problem! If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year. Visit our website at: www.profitableaccouanting.net 

Rescue Bookkeeping Services

Rescue Bookkeeping Services

 

Financial Planners on Bark


  • We'll reach out to them as well as others, based on your requirements.

  • Within hours, sometimes minutes, they'll contact you on Bark.

  • Professionals value their reputation on Bark and strive to do a great job for customers they find on our platform.


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People who provide further details get 50% more responses.
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