With our combined wealth of experience, stemming from our tenures at the Big 4 companies PwC and Deloitte, we are primed to offer our clients an unparalleled depth of service.
Our diverse backgrou...With our combined wealth of experience, stemming from our tenures at the Big 4 companies PwC and Deloitte, we are primed to offer our clients an unparalleled depth of service.
Our diverse backgrounds and skills encompass a broad spectrum of financial needs, ensuring that no matter the complexity or nature of your requirements, we have the expertise to address them comprehensively. From intricate accounting solutions to intricate tax strategies and strategic advisory, our collaborative knowledge base is equipped to meet and exceed the expectations of our clients.
At A&C Financials, our commitment to excellence and our in-depth experience enable us to provide a holistic approach that fulfills all the financial needs of our valued clientele.
With extensive experience, we assist clients in preparing for the unpredictable while achieving their financial objectives.
Inquire about:
-Financial Statement Preparation
-Bookkeeping
-Financial Advisory
-Management Consulting
-Business Valuation
-Risk Management
-Cost Accounting
-Internal Control Assessment
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Analyst Hub
United States
Analyst Hub
15 Employees
Location
United States
Description
Analyst Hub is an Independent Research Provider (IRP) Infrastructure Platform, headquartered in New York. Analyst Hub offers high quality sell side research analysts and data providers a path to owni...Analyst Hub is an Independent Research Provider (IRP) Infrastructure Platform, headquartered in New York. Analyst Hub offers high quality sell side research analysts and data providers a path to owning their own business with a turn key solution. Our relationships provide sales and corporate access to relevant buy-side wallets, providing compliance and all the tools you need to start and own your own business. Our platform provides:
Compliance & Legal Oversight
Institutional Publishing
Leading Market Data Providers
Institutional CRM
CCO Support & SA Review
Branding & Legal Business Formation
Technology Platform & Support
Accounting Services
HR & Payroll Management
There are several macro challenges facing the sell side Wall Street Research market today including the post-financial crisis compliance culture where a "one-size fits all" approach is no longer acceptable. This is met with our customized compliance policies and procedures that are created at the highest standard based upon the strictest customer requirements.
At Analyst Hub, we recognize talent and passion, and work hard to provide you the opportunity to pursue owning your own business that is both exciting and financially rewarding in a solution institutional buy side clients are asking for. Our independant model is predicted to be one of the only growing areas of sell side research in the MiFID II world, giving you the opportunity for growth in a no-growth environment.
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Archer Financial Group, LLC
United States
Archer Financial Group, LLC
3 Employees
Location
United States
Description
Welcome to Archer Financial Group!
Archer FG is a full service financial management firm. We are committed to providing you with customized financial solutions designed for your specific needs. We pr...Welcome to Archer Financial Group!
Archer FG is a full service financial management firm. We are committed to providing you with customized financial solutions designed for your specific needs. We provide tax preparation, accounting services and financial services to individuals, small businesses, corporations and non-profit organizations.
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ATA
United States
ATA
250 Employees
Location
United States
Description
ATA is one of the largest accounting and consulting firms in the Mid-South and was named the ninth (9th) largest accounting firm in the State of Tennessee by American Business Journals. Since 2015, AT...ATA is one of the largest accounting and consulting firms in the Mid-South and was named the ninth (9th) largest accounting firm in the State of Tennessee by American Business Journals. Since 2015, ATA has been named a Top 200 Firm by INSIDE Public Accounting. With all the resources and knowledge of a large firm, ATA focuses on its clients. Your success is our mission.
Founded in 1946, ATA offers a comprehensive array of tax, audit, accounting, consulting and wealth management services and is a member of the BDO Alliance USA. Firm offices are located in Covington, Dyersburg, Henderson (Ky.), Henderson (Tn.), Jackson (Tn.), Martin, Memphis, Milan, Murray (Ky.), Nashville, Owensboro (Ky.), Paris, Tupelo (Ms.) and Union City.
ATA niches served include financial institutions, governmental, nonprofit, ERISA compliance, 403(b) and 401(k) plan audits, utility systems, TPA audits, business valuation, telecom audits, legal immigration taxes, construction, healthcare/physician practices, educational institutions, professional services, litigation support, QuickBooks consulting, & Information Technology consulting.
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Ballou & Associates, Inc.
United States
Ballou & Associates, Inc.
6 Employees
Location
United States
Description
Bookkeeping and business consulting services to small and mid-size businesses in the Midcoast Maine for more than 25 years. We offer a flexible way to give out clients as much ownership - or as little...Bookkeeping and business consulting services to small and mid-size businesses in the Midcoast Maine for more than 25 years. We offer a flexible way to give out clients as much ownership - or as little - as they want over their business's finances, so it's affordable and convenient. We can set up, customize, or troubleshoot any financial aspect of your business, so you have someone in your corner when it counts. We will handle bookkeeping needs as if they are their own.
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Bay CPA Plus
United States
Bay CPA Plus
1 Employees
Location
United States
Description
With locations in San Francisco, East Bay and Silicon Valley, we're Tax Strategists and Personal CFOs dedicated to helping our clients grow their businesses and to achieve their financial goals. We br...With locations in San Francisco, East Bay and Silicon Valley, we're Tax Strategists and Personal CFOs dedicated to helping our clients grow their businesses and to achieve their financial goals. We bring over 40 years of expertise in business, financial and tax services from public accounting firms, private enterprises, and not-for-profit organizations.
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Begley & Associates, LLC
United States
Begley & Associates, LLC
3 Employees
Location
United States
Description
Our mission is simple: to help our clients succeed by providing quality, responsive services while maintaining the highest level of professionalism. We take pride in the personal relationships we buil...Our mission is simple: to help our clients succeed by providing quality, responsive services while maintaining the highest level of professionalism. We take pride in the personal relationships we build.
No matter what stage in your life, a CPA can help.
Your CPA serves as your financial guide, helping you to utilize your resources more effectively as you work towards your financial goals. You will find these tasks easier to accomplish with a CPA's assistance:
- Keeping your taxes at a minimum
- Satisfying filing requirements
- Achieving maximum success and profitability in your business
- Using financial reports to make smart business decisions
- Planning for a retirement
We can assist you in all your tax and business affairs. Please call our office or send your questions to us via e-mail: contact@begleycpas.com
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Brown Schultz Sheridan & Fritz
United States
Brown Schultz Sheridan & Fritz
7 Employees
Location
United States
Description
Effective June 1, 2019, RLH CPAs and Business Advisors has been operating as Brown Schultz Sheridan & Fritz (BSSF).
Since 1943, RLH has been committed to providing our clients with personal and sup...Effective June 1, 2019, RLH CPAs and Business Advisors has been operating as Brown Schultz Sheridan & Fritz (BSSF).
Since 1943, RLH has been committed to providing our clients with personal and superior client service while helping our clients achieve their financial goals. When we decided on joining firms, we knew that we wanted a firm that shared those same values. BSSF believes in helping people achieve extraordinary outcomes by serving their clients, employees, and communities, which made choosing BSSF an easy decision.
"RLH is committed to providing the best for our clients, and we look forward to joining a firm like BSSF that will allow us to add and strengthen our expertise and service areas," said Ryan Hastings, Co-Managing Partner of RLH. "This is an opportunity that benefits our clients, and like BSSF, we truly believe in helping our clients achieve extraordinary outcomes."
All former RLH locations will remain with the addition of Camp Hill, PA and Lancaster, PA offices.
"Like RLH, BSSF has been a Best Place to Work in PA for a number of years. Not only are they a highly regarded firm in the community, but also amongst their team," said Karl Lehman, Co-Managing Partner of RLH. "I am very pleased to be merging with a firm that has the same level of care for their team as we do."
We are thankful for the support as we continue to grow in order to better serve our clients and community.
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Business Valuation CPA, P.L.
United States
Business Valuation CPA, P.L.
1 Employees
Location
United States
Description
Business Valuations for Buy-Sell | ESOP | Tax Filing | Estate Planning | Litigation Support
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Website:
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Calvetti Ferguson
United States
Calvetti Ferguson
170 Employees
Location
United States
Description
MMJ is an accounting firm that offers tax preparation, litigation support, IRS representation and compilation services for individuals and businesses.
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Carinthia LLC
United States
Carinthia LLC
3 Employees
Location
United States
Description
Are you struggling to keep up with your business's finances? Let us help! Our professional bookkeeping services provide accurate and timely financial information, so you can focus on growing your busi...Are you struggling to keep up with your business's finances? Let us help! Our professional bookkeeping services provide accurate and timely financial information, so you can focus on growing your business. From basic record-keeping to more complex financial analysis, we have you covered. Plus, our transparent pricing and excellent customer service make us the perfect partner for your financial needs. Contact us today to learn more and schedule your consultation!
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Charis Business Solutions,LLC
United States
Charis Business Solutions,LLC
2 Employees
Location
United States
Description
Are you struggling to build a law firm that doesn't drain you of your time and energy? 💡
I.e. are you spending countless hours working in your business as opposed to enjoying the freedom that wa...Are you struggling to build a law firm that doesn't drain you of your time and energy? 💡
I.e. are you spending countless hours working in your business as opposed to enjoying the freedom that was supposed to come with starting your own business?
You already have to represent clients, conduct research, interpret laws, rulings and regulations, take care of business operations + employees, and much more…
The last thing you want to have to figure out is how to ensure your financials are working FOR you and not AGAINST you.
SO, that's where I come in.
I'm your friendly neighborhood accountant for all people in the legal industry.
I help people like you strategize, organize and gain financial clarity so that you can go from financial privation to prosperity â
How do I do that?
By providing you with a ‘client-centric' accounting experience.
That includes monthly bookkeeping, attorney productivity reporting, trust account management and much more.
I strive to give you back your time by helping you re-focus your efforts on growing your business as opposed to working on and stressing over your record keeping & financials.
That way, you can not only reach your income goals but save a TON of time in the process as well.
(seriously)
This is done through:
âž¡ï¸ Reviewing your financial statements and offering tailored advice to ensure you reach your business goals.
âž¡ï¸ Working closely with you to achieve your personal goals. I keep you accountable by walking you through my accounting process step-by-step to ensure that you understand exactly what's going on.
âž¡ï¸ Systemizing and automating. By systemizing and automating your processes, you create time leverage to do the things you really want to do day-to-day.
So, what's next?
Let's chat! You can book a free consultation here: https://dashboard.charisbusinesssolutions.com/public/form/view/642041fe9e40590c3cff5c5a
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ClickPNW
United States
ClickPNW
2 Employees
Location
United States
Description
Remote solutions for your growing company at every level of the accounting department - from data entry to CFO.
In January 2023, ClickPNW employees and clients transitioned Sweeney Conrad, PS, wher...Remote solutions for your growing company at every level of the accounting department - from data entry to CFO.
In January 2023, ClickPNW employees and clients transitioned Sweeney Conrad, PS, where ClickPNW co-owner Craig Connell serves as Director of Client Accounting Services. This has been an exciting change for us, and we hope you'll visit us at Sweeney Conrad!
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Dean Dorton
United States
Dean Dorton
560 Employees
Location
United States
Description
Dean Dorton provides an integrated suite of audit, tax, business management, consulting, and technology solutions. The firm helps clients strategize, adapt, and change in every stage of business, from...Dean Dorton provides an integrated suite of audit, tax, business management, consulting, and technology solutions. The firm helps clients strategize, adapt, and change in every stage of business, from startup to growth and proper succession planning. Dean Dorton emphasizes smart technology, leading a cloud revolution of financial, operational, and compliance tools that are transforming the way companies do business.
Dean Dorton is named a "Top 200 Firm" along with "Top Firm in the Southeast" and "Beyond the Top 100: Firms to Watch" list by Accounting Today 2021 and listed by Forbes as one of America's Top Recommended Firms for Tax and Accounting services in the United States in 2019. For more information, visit www.deandorton.com or follow @DeanDorton on Twitter.
Some of the industries we provide services to:
Construction
Energy and Natural Resources
Equine
Healthcare
Higher Education
Manufacturing and Distribution
Nonprofit and Government
Real Estate
Some services we provide:
Outsourced Accounting and Financial Services
Audit and Assurance
Business Valuation
Cost Segregation
Cybersecurity
Financial Reporting and Management
Internal Audit
International Tax
Litigation Support and Forensic Accounting including Expert Witness Services
Tax
Transaction Advisory Services
Technology
Wealth and Estate Planning
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Website:
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DiMarco & Associates, CPAs
United States
DiMarco & Associates, CPAs
15 Employees
Location
United States
Description
DiMarco & Associates, CPAs (taxartist.com) is a full service tax, accounting and consulting firm that serves clients throughout the Tampa Bay area, the U.S., and internationally. We are not your typic...DiMarco & Associates, CPAs (taxartist.com) is a full service tax, accounting and consulting firm that serves clients throughout the Tampa Bay area, the U.S., and internationally. We are not your typical accounting firm. We are passionate and creative about our work, while providing integrity and real solutions to clients.
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DSO CFO
United States
DSO CFO
4 Employees
Location
United States
Description
DSO CFO came from Founders who were working with dentists that were missing out on key financial aspects of their business. When budgets were impossible because of mis-categorized expenses or tax plan...DSO CFO came from Founders who were working with dentists that were missing out on key financial aspects of their business. When budgets were impossible because of mis-categorized expenses or tax planning was off because we were waiting for Financial Reports, we decided to take our expertise and codify solutions that make sense for Multi-Practice Groups.
Started by a small group of professionals working in the dental industry, DSO CFO is the culmination of years of observing and helping our friends and colleagues to be more financially sound. DSO CFO makes financial transparency and strategy achievable.
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DuPage Tax Solutions
United States
DuPage Tax Solutions
1 Employees
Location
United States
Description
DuPage Tax Solutions is a privately-owned company in Naperville, IL, that offers innovative tax and accounting solutions to taxpayers in all states. Whether you are an individual taxpayer or a busines...DuPage Tax Solutions is a privately-owned company in Naperville, IL, that offers innovative tax and accounting solutions to taxpayers in all states. Whether you are an individual taxpayer or a business owner, our licensed tax pros are here to help you reduce your tax burden, develop a more strategic approach to your tax needs, create greater opportunities to measure and improve your efficiency and deliver outstanding value to you, your family, and your business shareholders.
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Alfonso J. Mollica CPA PC
United States
Alfonso J. Mollica CPA PC
3 Employees
Location
United States
Description
In these difficult times, business owners need , more than ever, to contain their costs while still retaining the services of competent professionals to help guide their businesses and comply with the...In these difficult times, business owners need , more than ever, to contain their costs while still retaining the services of competent professionals to help guide their businesses and comply with the seeming thousands of tax and accounting requirements.
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Anchin
United States
Anchin
600 Employees
Location
United States
Description
Anchin is a leading accounting, tax, and advisory firm specializing in the needs of privately held companies, investment funds, and high-net-worth individuals and families. Its highly focused industry...Anchin is a leading accounting, tax, and advisory firm specializing in the needs of privately held companies, investment funds, and high-net-worth individuals and families. Its highly focused industry specialization helps clients overcome challenges and achieve their financial objectives confidently. Consistently recognized in respected "best of" lists for service, firm management, and employee satisfaction, Anchin prioritizes partner-level engagement and commitment to employee success and happiness. The full-service firm, with a staff of over 500, including more than 60 partners, provides a wide range of assurance, financial reporting, tax, and advisory services, including tax strategies and compliance; tax credits and incentives; state and local and international tax strategies; family office services, management, and succession advisory; growth, transition, and exit strategies; transaction advisory; client accounting advisory services; and litigation support, forensic accounting and valuation services. Anchin has offices in New York City, Uniondale, New York, Boca Raton, Florida, and Palm Beach Gardens, Florida, and is an independent member of BKR International, a network of more than 160 firms with over 500 offices in over 80 countries globally.
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Banner Analytics, Inc.
United States
Banner Analytics, Inc.
1 Employees
Location
United States
Description
Our mission at Banner Analytics is to combine cutting-edge analytics tools and real human insights to leverage one of your most valuable business assets: data. We know how to turn your data into ins...Our mission at Banner Analytics is to combine cutting-edge analytics tools and real human insights to leverage one of your most valuable business assets: data. We know how to turn your data into insights that lead to results. While great insights are built on a foundation of good business processes, information systems, and analytics tools, effectively making these investments can be a never-ending challenge. With Banner Analytics on your team, you no longer need to worry about who will lead your analytics efforts, what tools to use, or where the budget will come from. We'll keep you on the cutting edge of business intelligence solutions at a price you can afford.
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Beasley, Mitchell & Co., LLP
United States
Beasley, Mitchell & Co., LLP
70 Employees
Location
United States
Description
Our accounting firm was established to provide expert solutions to businesses and individuals. Our primary services include accounting, taxation, business consultation and estate and gift planning. We...Our accounting firm was established to provide expert solutions to businesses and individuals. Our primary services include accounting, taxation, business consultation and estate and gift planning. We also offer a host of specialty services to cater to the unique needs of our clients. Our partners and Senior accountants serve a wide range of individuals, corporations, partnerships, and non-profit organizations, and are experts in the accounting issues and tax laws that impact our clients.
Our mission is to provide exceptional, quality client services, allowing our clients and our firm to prosper, and all of us to enjoy the journey.
Our full-service accounting firm is well established and is ready to serve you. Since our inception, we have grown continuously by providing a wide-array of professional services. Let us know how we can serve you. We're here to help.
Our firm has been in business for years. We have grown steadily and rapidly, and our full complement of employees is able to service a continuously growing clientele. Today, our many active practices cover the complete spectrum of accounting services, making us the right full-service firm for you.
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Belfint, Lyons & Shuman, P.A.
United States
Belfint, Lyons & Shuman, P.A.
96 Employees
Location
United States
Description
Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond. Our advisors are experts in a wide range of p...Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond. Our advisors are experts in a wide range of practice areas and industries. Whether you need traditional accounting, tax planning, and preparation; estate and trust services; compliance support; a business valuation, bookkeeping assistance or other advisory services, we are here to help you plan for your financial future.
BLS is not a Big Four accounting firm, and we think that's a good thing for our clients. While our level of expertise is just as strong, we are focused on our local community. We'll meet with you in person, listen to your unique needs, and customize a plan that is perfectly suited for you.
We're one of the largest and oldest accounting firm in Delaware and we are here to stay.
We work with a diverse range of clients:
- Privately held businesses, including family-owned businesses, medical practices, law firms, and more
- Nonprofit organizations
- Governmental agencies and authorities
- High-net-worth individuals
- International businesses and individuals
Services include:
- Advisory services – for small businesses, estates and trusts, and legal matters
- Audit and assurance
- Tax services – planning and compliance for U.S. and international entities and individuals
- Holding company services
Whatever your needs, you can count on BLS to provide first-class service with the utmost confidentiality. To learn more, please visit www.belfint.com or contact us at info@belfint.com.
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Birdie Getz Financial
United States
Birdie Getz Financial
1 Employees
Location
United States
Description
Business Services:
We are the answer to your small business accounting financial needs. As a business owner, there are many aspects to keep your business running, and we are here to help with the acc...Business Services:
We are the answer to your small business accounting financial needs. As a business owner, there are many aspects to keep your business running, and we are here to help with the accounting and financial side while you perfect your service/product. Your financials are a big part of keeping your business moving. Seeing your financials consistently helps you make informed decisions without the time commitment to prepare.
We tailor our services to fit the needs of your business best, by providing accounting services, financial consulting, bookkeeping, training, procedures, and communicating with your tax accountant and auditors in all industries.
Personal Services:
We also provide unique and beneficial personal financial services, including personal bookkeeping, money coaching, and financial organizing. Just like in business, there are many things to balance in our personal lives, and money is a big part of our lives.
Being able to see a snapshot of all your income and expenses categorized can help you make informed decisions. We focus on tailoring your books to your needs down to the chart of accounts. Services can include budgeting/forecasting, personal bookkeeping, and personal financial consulting/organizing.
Money coaching helps build your money confidence by understanding your money story, identifying your money distractions and blocks, and implementing small changes to improve your money habits and achieve your financial goals.
"The Personal Financial Organizer," which was launched in January 2022. It is a tool to give you a full 360-degree view of your financial life in a year. Each month, a financial-related topic will be discussed to help you make the best financial decisions. The topics are a broad overview of items that can help keep your personal financing in order while manageable for you.
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Casey Peterson, Ltd.
United States
Casey Peterson, Ltd.
74 Employees
Location
United States
Description
Casey Peterson, LTD is a certified public accounting firm satisfying the needs of businesses and individuals since 1977. Our success is directly tied to our commitment to providing quality service in ...Casey Peterson, LTD is a certified public accounting firm satisfying the needs of businesses and individuals since 1977. Our success is directly tied to our commitment to providing quality service in a timely fashion. That's why we've grown to nearly 100 employees throughout seven locations.
https://bit.ly/CPsocialmediapolicy
Investment advisory services are offered through Avantax Planning Partnersâ„ . Commission-based securities products are offered through Avantax Investment Servicesâ„ , Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Casey Peterson. LTD. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Please visit https://www.avantax.com/social_policy/ for more information.
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Conlon & Company CPA's, PLLC
United States
Conlon & Company CPA's, PLLC
7 Employees
Location
United States
Description
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, techni...We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
A&C Financials LLC
Analyst Hub
Archer Financial Group, LLC
ATA
Ballou & Associates, Inc.
Bay CPA Plus
Begley & Associates, LLC
Brown Schultz Sheridan & Fritz
Business Valuation CPA, P.L.
Calvetti Ferguson
Carinthia LLC
Charis Business Solutions,LLC
ClickPNW
Dean Dorton
DiMarco & Associates, CPAs
DSO CFO
DuPage Tax Solutions
Alfonso J. Mollica CPA PC
Anchin
Banner Analytics, Inc.
Beasley, Mitchell & Co., LLP
Belfint, Lyons & Shuman, P.A.
Birdie Getz Financial
Casey Peterson, Ltd.
Conlon & Company CPA's, PLLC