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    Post details of your Business Financial Planning requirement in moments, completely free.

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Financial Planners in San Jose 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. 

Castellon Professional Services

Castellon Professional Services

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

SYNQMINE LLC

SYNQMINE LLC

SYNQMINE LLC is verified Certificate of Excellence 2019

SYNQMINE LLC is an accounting firm that specializes in small to mid-sized businesses bookkeeping needs. Our main objective is to provide monthly financial reports that gather incisive metrics on your company. while leaving the day-to-day monotony to us, you will be able to concentrate on your product line so you can get the results you are aiming for. For more information on our services please see our webpage www.synqmine.com  

Athan Slotkin Inc.

Athan Slotkin Inc.

Yale MBA, Multi-Time Successful Business Founder and Ex-Corporate Exec I have 15 years experience in strategy consulting, loyalty/rewards marketing, and have created several successful businesses. I've consulted to numerous startups at various stages from pre-seed through Series D. I have a strong breadth of industry expertise having completed projects and built businesses in travel, financial services, real estate, retail, grocery, gas. I've created rewards programs around the world and managed Membership Rewards partnerships at American Express as well as the Black, Platinum, and Gold Cards and developed a portfolio-wide strategy. I have my MBA from Yale University and my BA from Cornell University. I'm fast and hyper-reliable (that's the New Yorker in me) and pride myself on my multitasking ability (I used to have a day "corporate" job with four of my own successful businesses on the side). I believe in developing a tight plan up front for every project and really focus on iterative development - I very much like establishing checkpoints with clients as I want them to be part of the process. In terms of industries, there's not an industry I haven't advised on - everything from retail to financial services to advertising to media to sciences. I love having diversity in my projects and developing the optimal business strategy. I'm also a game theory expert so I always very much focus on the competition and making sure the businesses I advise on are positioned appropriately. Personally, I'm a lifelong athlete (basketball, football, soccer, tennis), avid traveler (100+ countries and counting), and love food. I also used to be a professional poker player which paid for both college and grad school. - Hablo español - Je parle français As I'm newer to Bark, here are a few blurbs from my clients: "Athan just gets business. I've worked with him on several different projects and he always has an incredible way of distilling the problem and developing a smart strategy." - Tara, Brand/Business Model Agency Owner "Athan is the consummate New York business person - it's no coincidence he's so good at helping others. He's gritty and reliable. He always delivers" - Kevin, Real Estate Business Owner "Hire him and give him some working space - he will surprise you." - Brian, former boss. "There are not many people who can wear so many hats simultaneously - Athan is a rare person." - Tom, Strategy Consultant 

HaneyBiz Accounting

HaneyBiz Accounting

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

Slim Accounting, Inc.

Slim Accounting, Inc.

Accounting and tax compliance services for growing businesses & individuals with all work done on a flat fee basis. I'm a CPA with over 18 years experience in the field and my team is 100% local aspiring CPAs who have strong communication skills so you stay in the loop on your project. 

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  

Roundleaf

Roundleaf

 

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. 

David Kirst, CPA

David Kirst, CPA

David Kirst, CPA is verified Certificate of Excellence 2019

Hi, I am David A. Kirst, an active licensed California Certified Public Accountant (CPA) with an undergraduate degree in accounting and graduated degree in taxation. Professional standards require me to keep up with the tax law changes. I pass this information on to my clients to maximize the tax benefit and minimize the tax liability and compliance costs. My expertise is in closely held business and individual taxes. Most of my clients run an S corporation, partnership, or single member LLC in the areas of real estate, professional services or distribution/manufacturing. My objective with both business and individual tax returns is to simplify the information requests, and expedite the filing process. As a sole practitioner I do the interview, the data input, the review, and the tax filing. This is advantageous over a larger firm because I am intimately familiar with all of the details of your tax returns. History Established in 2001. Licensed California CPA. See my website davidkirstcpa.com for further services offered  

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.  

Silicon Valley Accounting Solutions

Silicon Valley Accounting Solutions

 

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.  

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. 

Code Accounting

Code Accounting

 

Pascual & Associates LLP

Pascual & Associates LLP

We are an accounting firm that offers full range of accounting, tax and audit services. 

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.  

Sum Of All Numbers

Sum Of All Numbers

 

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... 

Manjas corporation

Manjas corporation

 

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  

PRIS CONSULTING LLC

PRIS CONSULTING LLC

 

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

 

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