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Financial Planners in San Diego 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!  

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. 

Thriving Business Solutions

Thriving Business Solutions

My partners and I are a knit group of business problem solvers. We cover various fields especially management consulting, project management, product development & management, marketing, IT, operations, and HR. Our clients usually find themselves in a situation where they don't have the internal resources or open corporate culture to effect change, program completions, self-evaluations, tweaking or innovating products, deciding on a marketing strategy, or making broader organizational decisions. Rather than fall victim to paralysis or an obstinate employee, we work as trusted advisors that have only three facets to our mantra. First, we are unabashed Capitalists. We are driven by the bottom line, but we do it with a sense of humanity. Businesses are formed to generate income, profits, and business value. But that does not mean they are entitled to profits or can wring dollars from a dry stone. An organization has to be aligned so that all the moving parts are firing all pistons in a united method geared toward a common understanding of the mission and goals. Our clients put their lives in limbo when they decide to start their own business or contemplate a critical change in their environment. We provide the support needed to minimize stress, worry, and fear of the business market. Second, profits are delivered to businesses that create continuous value for their customers. And equally important, that value has to come from interactions that are easy, fruitful, pleasant, and painless. We have advocated for the voice of the customer going back further than the concept actually being named. It's expensive and difficult to get a customer, so once you have them they should be given the red carpet treatment. They search you out so that you'll satisfy their requirements or more importantly cure their points of pain. Don't disappoint them, or they will abandon you and you'll be left with the high cost of replacing them. Plus, customers like to share their stories these days in many forms ranging from social media to talking to their neighbors. You want those mentions to be positive and brand reinforcing. Third, you want to work in a harmonious business environment where everyone feels sincere passion for the company's destiny. We all like to work with happy people helping each other. But again, that is not an entitlement. Employees need to be treated with respect, fairness, shared information, and a sincere interest in their development. Doing so will bring each employee's best natural juices forward and the customer will feel it, even if by the most remote of means. A smooth running business throws off good subliminal messages to the marketplace and helps reinforce customer success. If you are a business owner, take the time to get to mentor, train or care about your employees. And don't be afraid to ask their opinions. They may either provide some unique insight about your business that you have been overlooking or they just may dream up the next feature to add to your product base. Unfortunately, we don't work magic. We just concentrate on getting our customers through rough patches or acute shortages in manpower. The people we work with usually have the answers either in front of them or in them, but just haven't released them yet. By offloading your coaching concerns, project back-ups, or stagnating products on our team, you will reduce your stress and make better decisions that will carry our deliverables forward after the engagement is over. Of course, we will always check in on you after the fact. That comes at no charge. Just because you hand over a check, that doesn't mean we stop caring. Expect a call or email once in a while to see how things are coming along.  

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! 

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. 

Koala Financial, Inc.

Koala Financial, Inc.

Established in 1978, Bonita Tax Service, an established name in the community, has been under new ownership since the 2011 tax season. Koala Financial and Bonita Tax Service have combined to provide comprehensive tax, accounting, financial services, and real estate services to individuals and businesses in San Diego County. We want to be your trusted financial professionals, helping you to make the most of your resources and opportunities to enjoy the lifestyle you desire. Our team of highly experienced and talented accountants, enrolled agents, and registered tax preparers may be exactly what you are looking for. 

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 

easie business services

easie business services

Easie Bookkeeping Services, offers Accounting, Payroll, ​​​Certified Payroll, Tax Preparation​,​ and Quickbooks Training services to Large and Small Businesses. Our services are customized to fit the needs of our clients' and their budgets. We have cost effective, monthly packages available, starting at only $199.00 per month. 

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  

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. 

One Stop Insurance & Financial Services

One Stop Insurance & Financial Services

 

Ebrada Financial Group

Ebrada Financial 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.  

Crankset Group

Crankset Group

We are a team of season Business Advisors, successful small and large business executives who have helped other build successful companies. We work within our clients budgets so we do not hinder cash flow and work predominately on performance bonus. Happy to spend time on the phone deciding if we are a fit. We will gladly answer any questions during initial consult and do not charge for our services until our clients decide we are worth the time, energy and effort. Scott Connors 303.862.0507 

AnalyticSherpa

AnalyticSherpa

AnalyticSherpa is a team of financial and business experts with years of experience in data analytics. We help institutions accelerate success with expert data management and cutting edge risk analytics. Our over 100 years of combined experience and expertise in developing and managing analytic departments for large financial organizations will help you create and maintain an efficient and effective data infrastructure. AnalyticSherpa can help you visualize your data to uncover opportunities, identify trends, pinpoint and prevent risks and model and forecast solutions. AnalyticSherpa is bringing innovative, substantial institutional knowledge and analytics to smaller businesses.  

VBCG & Co | Fresno CPAs | Accounting | Payroll | Finance | Analytics

VBCG & Co | Fresno CPAs | Accounting | Payroll | Finance | Analytics

At VBCG & Co we believe all businesses, big or small, deserve access to high caliber talent to help keep the back office running smoothly. From bookkeeping and payroll to financial planning and data analytics, we've got you covered. 

Mutual of Omaha

Mutual of Omaha

Mutual of Omaha is verified Certificate of Excellence 2019

There are many reasons to work with a financial advisor. A few include your children, family, friends, career, retirement plans and, to put it more simply, your life. I strive to provide an outstanding financial planning experience for individuals, families and small business owners through an independent assessment of your unique financial condition. We will work together toward your objectives while making sure you are educated and prepared. I am here to help put you in control of your financial life. 

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.  

Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP

Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP

 

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... 

Express Business Service, LLC

Express Business Service, LLC

Express Business Service, LLC provides accounting, bookkeeping, payroll and tax preparation services Using variety of accounting softwares, these exceptional accounting and payroll systems - are easy to use, yet packed with advanced capabilities to enhance your competitive edge, and come in a wide range to fit any budget. CenterPoint Payroll and Easy TimeClock is a leading expert in payroll software technology and we understand the need to stay up to speed with today's rapidly changing business environment. Our goal is to make things easier for the business owner. Our CenterPoint Payroll software allows you to take control of your company's payroll. This easy to use and secure online system gives you the power and flexibility you need to manage your payroll more efficiently. Receive payroll reminders via email notifying it's time to process payroll. Enter, process review and close payroll online. Print payroll package. Run reports based on details that are meaningful to your organization. Finally, you are no longer dependent on being at the office to complete these tasks. Having access to these capabilities 24-7 from anywhere in the world allows you the freedom to get the job done on your timeline. Now you can focus on what's most important: growing your business. CenterPoint Payroll proprietary technology seamlessly integrates payroll, human resources and timekeeping. Express Business Service, LLC, CenterPoint Payroll, and Easy TimeClock are committed to providing solutions that add to the success in setting standard of excellence. Express Business Service, LLC provides Bookkeeping/Accounting, Payroll, and Tax Preparation services for Private Companies and local government. With two office locations Guam and San Diego, CA. Operation Express Business Service, LLC dba Communications Integrated Technology has been in business since October 1997. Our main office located at 486 Y Sengsong Road, Dededo, Guam 96929. Our contact T# (671) 633-4327, California Office location: 8880 Rio San Diego Drive, San Diego, CA 92108, contact phone number: 619-209-6022. Human Resources Express Business Service, LLC dba Communications Integrated Technology recruits staff that is qualified to labor force. Accounting Staff Express Business Service, LLC dba Communications Integrated Technology retains a staff that is professionally qualified and capable of implementing all aspects of its operational philosophy. To this end, Express Business Service, LLC dba Communication Integrated Technology recognizes that its direct payroll cost exceeds the Guam and California average wage rate for each position on its labor force. Management Express Business Service, LLC dba Communications Integrated Technology retain management/supervisors that are professionally qualified and capable of implementing all aspects of its operational philosophy. To this end, Express Business Service, LLC dba Communications Integrated Technology recognizes that its direct payroll cost exceeds the Guam and California average wage rate for each management/supervisory position on its labor force. Philosophy Express Business Service, LLC dba Communications Integrated Technology recognizes the importance of focusing its Strategic Market Plan on customer satisfaction. In descending order we prioritize the following that will guide all aspects of its operations. 1.Customer Service 2.Product Quality 3.Equipment & Staff Readiness 4.Equipment that is "state of the art" 5.Reasonable Prices Management Information Systems Express Business Service, LLC dba Communications Integrated Technology utilizes computer technology to monitor and manage sales, operating expenses, production schedules, human resources as well as bookkeeping and payroll functions. Product/Service Express Business Service, LLC dba Communications Integrated Technology primarily conducts a professional accounting/bookkeeping and payroll services, sales and service of Computer systems and various technology products, for maximum efficiency usage of Microsoft software applications, Sage Accounting, Quickbooks, CenterPoint Payroll software, EasyTime Clock and Giza Software for our CADD Designs that can enhance the goals & objectives and the bottom line of a business on Guam and California. Target Customers Express Business Service, LLC dba Communications Integrated Technology has targeted Guam region and California businesses in need of accounting/bookkeeping, payroll services , sales and service of Computer Systems and various technology products, as potential customers. Statistics indicate that use of technology will increase for the companies that maintain international operations. However, the initial "bulls-eye" of the target will be small to medium Guam businesses and will expand as the need arises. Pricing Express Business Service, LLC dba Communications Integrated Technology utilizes a pricing structure that is reasonable for similar services available on Guam and California. Quality High quality "state-of-the-art" technology and the "one of the best accounting/bookkeeping & payroll services, sales and service of Computer Systems and various technology products, on Guam and California" measured through evaluation data from clients. Promotion Customer awareness will be promoted hand in hand with customer satisfaction. Express Business Service, LLC dba Communications Integrated Technology will aggressively pursue to position the company within Guam's and California business community by networking through community organizations. In addition, the company will seek to establish a business relationship with government agencies, both local & federal.  

The Annuity Consultants

The Annuity Consultants

 

Cata Book keeping services

Cata Book keeping services

 

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

 

Ascertainment Advisory Group

Ascertainment Advisory Group

30 years’ experience overseeing operations, projects, and staff in commercial leisure organizations. Track record in guiding sizable, cross-functional teams in the design, redesign, and launch of business solutions, driving greater efficiency and revenue. 

2it and More LLC

2it and More LLC

We can replace your back office with accounting, payroll, and bookkeeping support. When it comes to complex issues, rely on us. Quick Books Online is our specialty, as well as full service payroll. No business is too small, we will keep your business in the green. We can help any business, local or anywhere across the state.  

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! 

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