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Financial Planners in Portland 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. 

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! 

Walstar Technologies

Walstar Technologies

Walstar Technologies is verified Certificate of Excellence 2019

We are an INDIA based Web Application Development Company and serving clients all across the globe. We mainly focus on Website Designing & Development for both Open Source and Microsoft Technologies Platform. We have well rounded skill set including strong collaboration and problem solving skills. We excel in following areas 1. Designing SEO-driven websites that exceeds client expectations 2. Managing developer time to ensure milestones are met. 3. Developing project scopes and coordinating delivery schedules. 4. Working closely with staff and clients to optimize work flow. 5. Write maintainable, scalable, responsive, and cross-browser code.  

Olaru's Premier Tax Services, Inc

Olaru's Premier Tax Services, Inc

Providing Accounting, bookkeeping, payroll, tax preparation services.  

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 

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 

Dragon Financial, Inc.

Dragon Financial, Inc.

 

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  

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.  

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.  

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.  

Becker Accounting Solutions, LLC

Becker Accounting Solutions, LLC

 

Grow Accounting

Grow Accounting

Grow Accounting is verified Certificate of Excellence 2019

Grow Accounting is a boutique full service cloud accounting firm for professionals, startups and small to mid-size businesses. Our goal as a company is simple– to enrich your life with the financial understanding and extra peace of mind you need to live your life to the fullest. Our virtual accounting and bookkeeping services are a reliable, high-quality alternative to in-house resources for bookkeeping, financial reporting and business progress analysis. Our integrated accounting system is second to none, seamlessly weaving together multiple cloud-based technologies that saves you time and money while providing the information you need to confidently manage your business. As a small, boutique accounting firm, we take the time to get to know your business intimately so that we truly become a valuable and contributing part of your team. For us, bookkeeping is more than just entering payments and bills into accounting software and hoping for the best– it’s a dynamic tool that can be leveraged to help your business succeed and to accomplish your long term goals. 

Cathy Accounting Services

Cathy Accounting Services

 

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... 

Rowell CPA Group

Rowell CPA Group

 

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  

PRIS CONSULTING LLC

PRIS CONSULTING LLC

 

All Sorted - A Tax Boutique

All Sorted - A Tax Boutique

 

Rescue Bookkeeping Services

Rescue Bookkeeping Services

 

AJ's Dollars & Sense

AJ's Dollars & Sense

 

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

 

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

 

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