CU Books provides customized, reliable bookkeeping services exclusively to Credit Unions. Reclaim time and resources to build a stronger and better credit union for your members.
For more informati...CU Books provides customized, reliable bookkeeping services exclusively to Credit Unions. Reclaim time and resources to build a stronger and better credit union for your members.
For more information on CU Books please visit cubooks.com.
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Early Growth, an Escalon Company
United States
Early Growth, an Escalon Company
29 Employees
Location
United States
Description
Experienced at every stage from startup to exit, our outsourced CFOs understand your needs when building a company. For over 10 years Early Growth has helped thousands of startups. From your first rou...Experienced at every stage from startup to exit, our outsourced CFOs understand your needs when building a company. For over 10 years Early Growth has helped thousands of startups. From your first round of funding to your exit, we're there every step of the way. Early Growth, an Escalon company, is the largest national firm in the venture capital space providing finance & accounting, taxes, equity management, and fund accounting.
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ELEVEN Consulting Group
United States
ELEVEN Consulting Group
10 Employees
Location
United States
Description
With a team of experienced accounting and finance professionals, ELEVEN provides robust consulting and advisory services to both public and private businesses from startup to large enterprise across a...With a team of experienced accounting and finance professionals, ELEVEN provides robust consulting and advisory services to both public and private businesses from startup to large enterprise across a broad spectrum of industries.
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Epsilon Technologies Group
United States
Epsilon Technologies Group
27 Employees
Location
United States
Description
Epsilon Technologies Group (Epsilon) is a capital markets technology solutions and services firm serving small and medium-sized financial institutions.
Headquartered in New York, we have many year...Epsilon Technologies Group (Epsilon) is a capital markets technology solutions and services firm serving small and medium-sized financial institutions.
Headquartered in New York, we have many years of experience working with regional banks, Government-Sponsored Enterprises, Federal Home Loan Banks and other financial institutions.
Epsilon has the following offerings: ETS, Principia Analytic System, Epsilon Services.
To find out more, visit www.epsilontg.com.
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Finvisor
United States
Finvisor
36 Employees
Location
United States
Description
Finvisor is the startup solution for all your back office and financial needs. You focus on building your company, we keep you updated on your financial performance, cashflow, and manage the day to da...Finvisor is the startup solution for all your back office and financial needs. You focus on building your company, we keep you updated on your financial performance, cashflow, and manage the day to day operations.
Our team of CPAs, CFAs, brokers and payroll experts support some of the fastest growing companies in the United States.
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Fortitude Financial Services Ltd.
Trinidad and Tobago
Fortitude Financial Services Ltd.
2 Employees
Location
Trinidad and Tobago
Description
Fortitude Financial Services Limited was established by three professionals in different areas of Finance who recognised clients' needs for holistic financial planning instead of having different prov...Fortitude Financial Services Limited was established by three professionals in different areas of Finance who recognised clients' needs for holistic financial planning instead of having different providers for the separate, yet related, areas in Finance. By taking a holistic approach, we encourage our clients to look at the bigger picture, and the many different factors that are affected and therefore need to be considered, when making important, real-life decisions, both personally and professionally.
At Fortitude Financial we specialise not only in financial planning services, but also in education and training in these areas, as knowledge is the power that leads to making the right decisions.
We believe that the right plan starts with the right habits, and we focus on providing viable solutions to our clients. At Fortitude Financial we foster a culture of professionalism, service excellence, integrity, confidentiality and strong corporate governance.
Our services include, but are not limited to:
- Savings and Investment Planning
- Tax Planning and Accounting Services
- Insurance Planning
- Retirement Planning
- Corporate Secretarial Services (Company registration, annual returns, company bank account documents, etc.)
- Legal Services
- Estate Planning
- Financial workshops to corporations and groups
Contact information:
Nadira Seepersad | nadira@myfortitudett.com | 713 9403
Samir Baksh | samir@myfortitudett.com | 463 8100
Diana Seepersad | diana@myfortitudett.com | 704 5167
MYFORTITUDE
Dream | Plan | Achieve
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Framework Organizational Development
United States
Framework Organizational Development
10 Employees
Location
United States
Description
Every business needs proper accounting and useful financial reports. Often, this function gets brushed aside in an effort to focus on other areas of the business. However, how do you measure success i...Every business needs proper accounting and useful financial reports. Often, this function gets brushed aside in an effort to focus on other areas of the business. However, how do you measure success if you don't know your numbers?
That's where we come in. We are fanatical about clean accounting, detailed reporting and regular communication. We help you understand the numbers to help you make critical business decisions.
Our team is experienced in a wide variety of business processes ensuring you get the most professional results every time.
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GreerWalker CPAs and Advisors
United States
GreerWalker CPAs and Advisors
150 Employees
Location
United States
Description
GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the globe.
Our affiliate...GreerWalker LLP provides tax, accounting, and advisory services focused on the needs of privately-held middle-market companies and their owners throughout the US and around the globe.
Our affiliate GreerWalker Corporate Finance LLC offers exit planning and merger and acquisition services to provide a complete, integrated solution for middle market companies and their owners.
Customized wealth planning for every stage of life is offered through our strategic partner, Choreo, LLC. Choreo, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives.
With over 120 associates, we are one of the ten largest CPA firms in our region and among the top 200 CPA firms in the United States. We have repeatedly been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting based on our overall superior financial and operational performance.
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GTreasury
United States
GTreasury
220 Employees
Location
United States
Description
GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the world's most adaptable treasury platform, empowering them to face and conquer the challenge...GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the world's most adaptable treasury platform, empowering them to face and conquer the challenges of today and tomorrow. Because each company faces different points of complexity and needs, our industry-leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, Investments and Netting. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures your continued success through dedicated guidance and top-tier support. 
Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures. To learn more, visit GTreasury.com.
GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, and Singapore).
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Hamilton Associates, P.C.
United States
Hamilton Associates, P.C.
18 Employees
Location
United States
Description
For years, Hamilton Associates, PC has been providing quality, personalized financial guidance to local individuals and businesses. Hamilton Associates, PC's expertise ranges from basic tax management...For years, Hamilton Associates, PC has been providing quality, personalized financial guidance to local individuals and businesses. Hamilton Associates, PC's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Hamilton Associates, PC is one of the leading firms in and throughout Council Bluffs/Omaha Metro. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
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Holman's - ×”×•×œ×ž× 'ס
Israel
Holman's - ×”×•×œ×ž× 'ס
1 Employees
Location
Israel
Description
At Holman's Ltd. Financial Management, owned and managed by Ilana Holman, you receive a full board of financial management, business consulting, strategic consulting, credit raising and effective mana...At Holman's Ltd. Financial Management, owned and managed by Ilana Holman, you receive a full board of financial management, business consulting, strategic consulting, credit raising and effective management & control methods - which will provide you, at every stage, with the most complete and accurate view of the financial situation of your business.
At Holman's Ltd. you enjoy a business package that covers different and diverse disciplines. The team at "Holman's Ltd. - Financial Management" provides you with a professional service and answers in a variety of disciplines.
At Holman's Ltd. - Financial Management, you are accompanied by professionals from the financial system, who speak the banking language, carry extensive experience in raising credit from state-guaranteed philanthropic funds, raising credit from the banking system, negotiating financing costs and continuous communication with the influencing figures.
The personal and close relationship you receive succeeds in creating a mutual commitment: "Holman's Ltd. - Financial Management" is committed to your success - and you are committed to the process.
Your money is safe in the hands of "Holman's Ltd. - Financial Management".
We go with you hand in hand!
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Home Builders Financial Partners
United States
Home Builders Financial Partners
5 Employees
Location
United States
Description
HBFP simplifies money management for Custom Home Builders to increase organization, profitability and customer communications while allowing them to focus on what they do best, BUILD. Negative stereot...HBFP simplifies money management for Custom Home Builders to increase organization, profitability and customer communications while allowing them to focus on what they do best, BUILD. Negative stereotypes surrounding General Contractors and Custom Home Builders place them in an uphill battle before they ever speak to a potential client. It's comfortable to continue to operate with current systems, "the way you've always done it," but business could be better.
We are asking builders to step outside their comfort zone and start a conversation about how technology is streamlining the world around us and are teaching builders to get ahead of their competition and build better relationships through organized financial management.
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Homestead Financial Partners
United States
Homestead Financial Partners
2 Employees
Location
United States
Description
Multi-family office helping clients manage taxes and investments with a focus on income production.
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Ironclad Accounting & Finance
United States
Ironclad Accounting & Finance
8 Employees
Location
United States
Description
Ironclad AF equips business operators with actionable financial insights. We are proven finance and accounting professionals that provide senior-level counselling, unparalleled strategic guidance, and...Ironclad AF equips business operators with actionable financial insights. We are proven finance and accounting professionals that provide senior-level counselling, unparalleled strategic guidance, and flawless execution to elevate entrepreneurs, start-ups, innovators, and investors. We leverage our experience and our relationships to help clients chart a course from where they are today to where they want to be tomorrow.
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Keiter CPAs
United States
Keiter CPAs
200 Employees
Location
United States
Description
You can depend on us to share our knowledge and experience to help you make sound financial decisions throughout the life cycle of your business. We approach your business as a unique entity, enabling...You can depend on us to share our knowledge and experience to help you make sound financial decisions throughout the life cycle of your business. We approach your business as a unique entity, enabling us to identify strategies that work for how you run your business today and where you want it to go tomorrow.
We serve entrepreneurs, privately-held businesses and their owners in Virginia.
Industry experience includes: Broker-Dealers, Registered Investment Advisors, Hedge & Private Equity Funds, Real Estate, Construction, Emerging Business, Manufacturing, Distribution & Retail, Not-for-Profit, and Technology, Craft beverage, and Financial Services
Services include: Audit, Broker-Dealer Audits, Surprise Custody examinations, Tax, Valuation & Forensic, Cyber Security, Risk Advisory, SOC Audits, Family, Executive & Entrepreneur Advisory Tax Services
Keiter is not responsible for content posted by third parties acting on its behalf. We reserve the right- to the extent permitted under applicable law- to retain, monitor, and remove all electronic communications that violate our social media or legal policies. All rights reserved. https://keitercpa.com/about-us/legal-policy/
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Kernutt Stokes
United States
Kernutt Stokes
110 Employees
Location
United States
Description
N/A
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LaPorte CPAs & Business Advisors
United States
LaPorte CPAs & Business Advisors
230 Employees
Location
United States
Description
N/A
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Louisiana CPA Firm
United States
Louisiana CPA Firm
N/A Employees
Location
United States
Description
70+ years of #accounting, #audit, #tax, #technology, and business consulting experience. Nine locations, including Baton Rouge, New Orleans, Lafayette, Shreveport, Hattiesburg & Houston. Top 100 U.S. ...70+ years of #accounting, #audit, #tax, #technology, and business consulting experience. Nine locations, including Baton Rouge, New Orleans, Lafayette, Shreveport, Hattiesburg & Houston. Top 100 U.S. CPA firm.
One purpose: Creating clear, simplified pathways for clients' success.
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Lutz
United States
Lutz
420 Employees
Location
United States
Description
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success. Born and raised in Nebraska since 1980, with offices in Omaha, Lincoln...Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success. Born and raised in Nebraska since 1980, with offices in Omaha, Lincoln, and Grand Island, our experienced team provides accounting, financial, talent, M&A, and technology services. We work to simplify complexities, help make critical business decisions, and focus on the things that are truly important to you. We embrace your business as our own to spark the right solutions and help you thrive. That's our promise: to mind what matters. Learn more at www.lutz.us.
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Marcum LLP
United States
Marcum LLP
1500 Employees
Location
United States
Description
As of November 1, 2024, Marcum has been acquired by CBIZ. CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched ind...As of November 1, 2024, Marcum has been acquired by CBIZ. CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com.
CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com.
CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C.
View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
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Elliott Davis
United States
Elliott Davis
1100 Employees
Location
United States
Description
Elliott Davis is a top 50 US business solutions firm with over 100 years of expertise in tax, assurance, and consulting. Follow along here for our people, ideas, & events, and visit elliottdavis.com f...Elliott Davis is a top 50 US business solutions firm with over 100 years of expertise in tax, assurance, and consulting. Follow along here for our people, ideas, & events, and visit elliottdavis.com for more information.
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Elyashar & CO.
United States
Elyashar & CO.
4 Employees
Location
United States
Description
Elyashar & CO., is a full service Certified Public Accounting and Consulting firm serving a wide range of individuals, corporations, partnerships, and non-profit organizations. They are experts in the...Elyashar & CO., is a full service Certified Public Accounting and Consulting firm serving a wide range of individuals, corporations, partnerships, and non-profit organizations. They are experts in the accounting issues and tax laws that impact our clients. Our depth of knowledge and expertise in virtually every aspect of specialty tax laws, business, and personal finance allows us to provide viable tax and accounting solutions for every kind of business, individual, and non-profit client.
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While our focus is on taxation and accounting, from tax preparation to the complexities of international taxation, Elyashar & CO. is dedicated to serving all of your accounting and financial services needs while offering an array of specialty services that cater to the unique needs of our clients.
Our CPAs lead a team of small business accountants, tax preparers, and degreed accountants in our two offices in Beverly Hills, CA and Encino, CA. Our professionals not only provide in-person accounting and tax services to Los Angeles Metro clients, but also provide remote accounting and tax services to small businesses and individuals in all 50 states within the USA and abroad.
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At Elyashar & CO., our continuing mission is to provide our clients with unparalleled service quality, tools, and knowledge. We are committed to fulfill your tax and accounting needs with the highest level of integrity, expertise, and professionalism possible.
We provide assistance in English, Chinese, Spanish, and Farsi.
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Evident Financial
United States
Evident Financial
4 Employees
Location
United States
Description
Evident Financial is a division of AllStreet Financial, LLC, an independent, fee-only Registered Investment Advisor. We provide investment advisory and financial planning solutions for people transiti...Evident Financial is a division of AllStreet Financial, LLC, an independent, fee-only Registered Investment Advisor. We provide investment advisory and financial planning solutions for people transitioning into or already in retirement.
We are very different from traditional financial advisors and brokers who are not governed by a "fiduciary" standard. As a fiduciary, we are required to always act in our clients' best interests. We are bound by law to deliver the highest standard of care (most providers are not), which means our clients receive objective, conflict-free advice. While other firms sell investment products disguised as advice, our clients are ensured a transparent experience with no gimmicks or hidden fees.
Our team consists of industry veterans with over 70 years' combined investment management and financial planning experience.
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Flowrev, Inc.
United States
Flowrev, Inc.
1 Employees
Location
United States
Description
Flowrev delivers cloud based management accounting solutions that helps Founders/CEOs/CFOs/Controllers and CPAs/Accountants streamline and automate the cost and revenue recognition accounting for thei...Flowrev delivers cloud based management accounting solutions that helps Founders/CEOs/CFOs/Controllers and CPAs/Accountants streamline and automate the cost and revenue recognition accounting for their company and clients. By eliminating time consuming, error prone spreadsheets, and automating their processes, finance managers/accountants can close faster and deliver more accurate, IFRS/GAAP compliant, financials regularly. Company executives gain near real time visibility into future revenue based upon actual contractual delivery obligations, and can regularly review forecasts and metrics such as MRR/ARR which are automatically updated as new contracts are added to the system.
Crowe UK
CU Books
Early Growth, an Escalon Company
ELEVEN Consulting Group
Epsilon Technologies Group
Finvisor
Fortitude Financial Services Ltd.
Framework Organizational Development
GreerWalker CPAs and Advisors
GTreasury
Hamilton Associates, P.C.
Holman's - ×”×•×œ×ž× 'ס
Home Builders Financial Partners
Homestead Financial Partners
Ironclad Accounting & Finance
Keiter CPAs
Kernutt Stokes
LaPorte CPAs & Business Advisors
Louisiana CPA Firm
Lutz
Marcum LLP
Elliott Davis
Elyashar & CO.
Evident Financial
Flowrev, Inc.