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Financial Planners in Washington, D.C. ready to help


Emerald Financial Partners

Emerald Financial Partners

Emerald Financial Partners is verified Certificate of Excellence 2019

We're accounting and tax strategists. We look at your entire situation (business and personal) to help put together a tax plan that works specifically for you to help you keep more of what you make. In addition to tax services, we also provide a full range of accounting services including new business start-ups, business advisory services, accounting, bookkeeping, QuickBooks Clean-Up, Remote CFO Services, payroll and more. We take away the pain of bookkeeping and tax compliance, so you can stay focused on generating revenue and profits for your business. 

SR Accounting & Finance

SR Accounting & Finance

contact us at : info@sraccountingandfinance.com We’re accomplished professionals with extensive comprehensive accounting expertise.Whether your business needs tax preparation, controller, accounting, or bookkeeping services, we have the quality services you’re looking for We offer a flexible, customized package tailored to your unique business needs instead of a one-size-fits-all solution. Using cloud accounting, we provide anywhere, anytime access to all your accounting information without having to step foot in your office. Check out our website and or call us for a free consultation. Lorrie Scarfo is owner and founder of SR Accounting and Financial Services which is based in Falls Church, VA. She is most passionate about helping clients improve their business cash flow. Some of the more recent projects that Lorrie has completed for clients include improving cash flow for a restaurant wholesaler, implementing accounting software to smooth workflow and improve accounting processes, and correcting assets financials to comply with controls and accounting regulations for a manufacturing company. Prior to starting her own firm, Lorrie was a Director of Finance for 3 U.S. industrial sites with an annual budget of over 600M. She demonstrated expertise in process improvement , product costing, site rationalization and all aspects of manufacturing in biologics and vaccines at a top pharmaceutical company. She also priorly worked as a Controller for a large restaurant supply company overseeing the entire accounting and finance department. She has controller-level experience in manufacturing, wholesale, retail, grocery, construction, government, and non-profits. Lorrie also has experience with many different accounting systems including ERP, SAP, Sage, Net-suite and is a Quickbooks Online Pro Advisor. For consultations email info@sraccountingandfinance.com 

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  

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. 

TECHANDTAXES LLC

TECHANDTAXES LLC

TECHANDTAXES LLC is verified Certificate of Excellence 2019

TechandTaxes offers more than just tax services. We strive to be a business partner for our clients, providing both tax and business consulting services specific to your industry as well as administrative and back-office services. Dedication. Honesty. Integrity. Competence. TechandTaxes is dedicated to delivering exceptional work coupled with unparalleled client service. Our expertise, innovation and experience allow us to provide you with the highest professional standards in personalized accounting, tax, and administrative services. TechandTaxes prides itself on values such as competence, honesty and integrity. We strive to be your partner in creating a solid economic foundation for your personal and professional success. Whether you desire help with an income tax return, assistance with 1099’s, bookkeeping, payroll and accounting services, or are in search of an interim controller to get your start-up off the ground, we are here to help! 

Boyd D'Andrea Group LLC

Boyd D'Andrea Group LLC

Boyd D'Andrea Group LLC is verified Certificate of Excellence 2019

Boyd D'Andrea is an Accounting, Bookkeeping and Tax Service in the Manassas Park area, handling both business and individual clients. We have over 160 current clients ranging from doctors, title companies, restaurants, wholesalers, online retailers, real estate brokers, insurance brokers, hard money lenders and the list goes on. There is no client too large or too small for our firm. We have been in business almost 10 years and have 2 accountants in 7 bookkeepers with two offices, one in Manassas Park and one in Warrenton VA. Please feel free to take a look a tour website, www.bdgroupva.com. We look forward hearing from you. 

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. 

Scine & Associates

Scine & Associates

Accounting and Bookkeeping We handle 100% of your monthly accounting and bookkeeping in a 100% remote environment. Financial Statement Prep We prepare financial statements designed to assist in bank financing, investor raises and financial clarity. Controllership We will design your accounting systems (QB Online/desktop, Expesify, Bill.com, Vic.ai, online banking, and many other online solutions) to function in a seamless fashion. Most controllers are still working to understand the online environment and do not know the specific internal controls needed to be successful with remote accounting. We will implement a month end close process that will produce financial statements within 10 days of month end. CFO Services We will analyze your financial statements for cost savings, pricing elements and overall company performance. We have relationships with bankers and often understand their needs. We can provide cash flows analysis and projections on a periodic basis to ensure adequate cash flow with a host of other services depending on the client needs.  

Optimal Accounting and Tax

Optimal Accounting and Tax

Optimal Accounting and Tax is verified Certificate of Excellence 2019

We offer a wide range of services to individuals and small businesses. Our clients benefit by getting personalized and high quality service. We work with individuals, any type of small businesses, start-up companies and non-profit organizations. Our professional services include: • Tax services • Accounting & bookkeeping • IRS or State audit problem resolutions • Cash flow and budget analysis • Payroll services • Business consulting and many more.  

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. 

Suitless

Suitless

Suitless works with business owners who have: - Aggressive goals, - Limited time, - And a need for deep expertise when it comes to managing their business. We're a "one stop shop" for small to medium-sized businesses' HR, finance, and internal operations. This includes payroll and bookkeeping. Business owners and managers typically engage us when they: ----- Realize they have limited expertise when it comes to HR, Finance, or Internal Operations; ----- Get overwhelmed with the amount of work they have in these areas; ----- And when they would rather spend their time building their business than focusing on the complexities of these areas; We only work with businesses that are generating revenue (or have received investor backing) and plan to grow rapidly over the next 6 to 24 months. Our clients range from 3-person companies to 25-person early-stage small businesses. Visit the FAQ on our website to learn more about what we do: www.getsuitless.com/faq 

Niner's Accounting & Tax Services LLC

Niner's Accounting & Tax Services LLC

Our company offers a wide range of accounting and tax services. We provide tax services for individuals, businesses , estates, and trusts including tax preparation, tax planning, tax return review, and debt relief. Our accounting services includes but is not limited to bookkeeping, financial reporting, budgeting, cash flow, business entity creation, consulting, payroll, sales tax, and other tax filings. 

John C. Walsh & CO

John C. Walsh & CO

 

Cromwell & Associates, LLC

Cromwell & Associates, LLC

Cromwell & Associates, LLC is verified Certificate of Excellence 2019

Our number one priority is our clients by making the complex world of tax and investment advisory more understandable to our clients. After meeting with our firm's professionals, we want our client to come away from the meeting less confused and with a better understanding of their situation. Cromwell & Associates is a full service CPA firm offering clients comprehensive tax preparation and planning services with integrated investment advisory services. In addition to providing comprehensive tax preparation and planning services to our business clients, we also provide financial statement preparation, financial statement reviews, and audit services. 

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.  

Cory W. Johnson, CPA, LLC

Cory W. Johnson, CPA, LLC

 

Carola's Tax Assistance, LLC (Lisa Antus)

Carola's Tax Assistance, LLC (Lisa Antus)

 

WATT Business Solutions

WATT Business Solutions

 

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 

KM Accountants LLC

KM Accountants LLC

KM Accountants LLC is verified Certificate of Excellence 2019

We are a tech savvy accounting firm that leverages technology to deliver accurate financial records in a timely matter. We enjoy getting to know our clients and provide a personal touch to our services. We know, no two businesses are exactly alike so we tailor our services to exactly what your accounting needs are and set a fixed monthly fee for those services. We are not a fan of the hourly billing either. 

Money Equations Inc.

Money Equations Inc.

 

QualiTax, Inc.

QualiTax, Inc.

 

Silano & Molina CPA, PLLC

Silano & Molina CPA, PLLC

Silano & Molina CPA, PLLC is verified Certificate of Excellence 2019

We are a full-service Accounting firm licensed in VA, but we could use our license to work across state lines. This will depend on reciprocity rule by states. We offer a broad range of services for business owners, executives, and independent professionals. Some of the services we specialize in are: Small Business Accounting, Payroll, Part Time Chief Financial Officer (CFO), Audits, Reviews, Compilations, Individual and Corporation Taxes Services, Personal and Business Financial Planning, and QuickBooks Services. n addition to accounting services, we can also provide human resources services such as hiring/recruitment and policy writing. We are affordable, experienced, and friendly. For more information, please visit our website at www.novacpafirm.com 

ShorePoint Communications

ShorePoint Communications

ShorePoint Communications was founded by David Francis, Senior Creative Director & Strategic Marketing Consultant with over 29 Years of Healthcare Marketing, Creative Design, Web Development, Digital Marketing Experience, and Printing and Direct Mail. We excel at bringing new patients/customers to your practice/business. Managing your company’s growth takes skill and strong support. Having a reliable creative resource is the strategic imperative that can make the difference between success and disappointment. We’re an agency that's successfully incorporated digital media and conventional marketing into it's clients branding mix for more than 20 years. One whose only agenda is delivering the right message, to the right audience, through the right channels. Who's 100% committed 100% of the time. You could hire a separate digital agency to build your website. Maybe another to manage you social media. But multiple agencies struggling to keep content aligned while also trying to pilfer each other’s work is a recipe for inefficiency. And disaster. We are ShorePoint Communications– a creative ally that can be your best support. • Digital Strategy • Paid Search Strategy • Chief Marketing Officer • Brand Strategy • Branding • Logo Design • Graphic Design • Marketing Strategy • Design • Advertising • Web/Interactive Design & Development • Printing • Direct Mail • Fulfillment Services • Media Buying • Digital Video • Photography • SEO/SEM • Paid Search and Social Management • Analytics and Consulting • Mailing Lists • Email Marketing Real People . . . Real Work . . . Real Results . . . 

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  

Lawrence Raigrodski CPA

Lawrence Raigrodski CPA

 

TAJ Tax & Accounting Services

TAJ Tax & Accounting Services

 

Sankofa Financial Group LLC

Sankofa Financial Group LLC

 

Federal Hill Income Tax, LLC

Federal Hill Income Tax, LLC

 

Linthicum Tax Service

Linthicum Tax Service

Linthicum Tax Service is verified Certificate of Excellence 2019

Linthicum Tax Service is a firm with a mission to provide the personal and confidential service you deserve. We are Enrolled Agents admitted to practice before the IRS at all levels and we provide a full range of Accounting, Tax Preparation and Planning Services, and Audit Representation. We have a large and growing virtual accounting business and have been serving members of the blogging community since the early days of blogging. If you blog, we understand your business. Our newest division,securityclearancetaxissues.com, resolves tax matters for individuals holding a government security clearance. Don't take a chance with your clearance... call us first. 

AccuAdvisory, CPA PLLC

AccuAdvisory, CPA PLLC

 

Premier Group Services, Inc.

Premier Group Services, Inc.

Premier Group Services is a certified 8(a), Veteran Owned, Woman Owned Small Business and we are proud to offer the depth of experience, expertise, and innovation to navigate the most complex and challenging tax and audit issues while maintaining the size and relationship-based philosophy that allows us to know and understand our clients as the unique individuals and entities they are. We offer our clients a wide range of services such as accounting, auditing and taxation. Our other areas of expertise include but are not limited to, business consulting, financial forecasting and projections, litigation support, retirement and estate planning, and budgeting. 

Management Concepts CPAs & Consultants

Management Concepts CPAs & Consultants

Management Concepts CPAs & Consultants (MCCC) is a leading accounting firm that provides a unique approach to its clients when it comes to being a trusted adviser. With over 30 years of experience in dealing with different industries, our team of experts are available to assist your business to be strategically positioned to take on your next challenge. Our firm offers highly specialized accounting, financial reporting, tax planning and consulting services aimed at identifying practical and efficient solutions tailored to our clients’ needs across different sectors ranging from construction, information technology, government contracting to healthcare.  

EZ Tax Financial

EZ Tax Financial

 

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 

Green Financial Services LLC

Green Financial Services LLC

Since 2001, I have assisted individuals with understanding their finances and gaining financial stability and freedom. I am driven and motivated by the idea that I can help in any way in providing a sense of peace in an area of life that causes a significant amount of stress for individuals, families and retirees. As a result, I am committed to offering affordable services and to strive in each situation to go above and beyond expectations. These services include, tax planning/preparation, budgeting, wealth building &management, estate & retirement planning and credit restoration.  

Rasindu Tax &Accointing service

Rasindu Tax &Accointing service

 

Kevin T. Howard, CPA/PFS, P.A.

Kevin T. Howard, CPA/PFS, P.A.

Kevin T. Howard, CPA/PFS, P.A. is verified Certificate of Excellence 2019

 

American Accounting Services Group, LLC

American Accounting Services Group, LLC

American Accounting Services Group, LLC is verified Certificate of Excellence 2019

With over fifteen years of experience, we at American Accounting Services Group, LLC are now working with businesses and entrepreneurs from NOVA, DC, and MD to keep an eye on their finances and maintain balance sheets. Specializing in small business accounting and bookkeeping services, we get the ins and outs of being an independent business. We have helped individual entrepreneurs that range from insurance companies and doctors to small law firms. Whatever your business model or platform, you can trust us to help you find a balance between being successful and being able to enjoy your life. 

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