LenderworksTM, formally known as Lender Service Provider (LSP), is a provider of consulting and infrastructure outsourcing solutions for companies in the mortgage banking industry. We have combined ac...LenderworksTM, formally known as Lender Service Provider (LSP), is a provider of consulting and infrastructure outsourcing solutions for companies in the mortgage banking industry. We have combined access to industry-leading technology, innovative processes, and a team of seasoned mortgage experts to create the mortgage industry's first comprehensive, on-demand service platform. Lenderworks'​ services are modular and scalable, and offer the small-to-medium sized mortgage company an opportunity to increase service while decreasing costs. Whether your need is process, platform, infrastructure or software, Lenderworks'​ expert team will help you streamline your operations, while retaining complete ownership of the customer experience.
Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging them to their greate...Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging them to their greatest impact.
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Elliott Advisory Group
United States
Elliott Advisory Group
12 Employees
Location
United States
Description
A forward thinking CPA firm that provides proactive advise for all of your finance, tax and accounting needs.
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Equitas Strategic Partners
United States
Equitas Strategic Partners
2 Employees
Location
United States
Description
Welcome to Equitas Strategic Partners, your home for financial guidance and support. Located in Franklin, TN, our dedicated team of financial advisors is ready to walk alongside you on your financial ...Welcome to Equitas Strategic Partners, your home for financial guidance and support. Located in Franklin, TN, our dedicated team of financial advisors is ready to walk alongside you on your financial journey. From meticulous bookkeeping to strategic consulting, we serve as your partners in success, ensuring your financial well-being every step of the way. Whether you're a local business or situated across the nation, Equitas Strategic Partners is committed to being your trusted ally in achieving your financial goals.
Services:
-Strategic Financial Consulting
-Bookkeeping Services
-Accounting Manager Services
-Assistant Controller and Controller Services
-CFO Advisory Services
-Outsourced Financial Services
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Fiscal Partners, LLC
United States
Fiscal Partners, LLC
11 Employees
Location
United States
Description
At Fiscal Partners we are dedicated to providing our small and middle market clients with a full suite of customized professional services and guidance in a wide range of financial and business needs....At Fiscal Partners we are dedicated to providing our small and middle market clients with a full suite of customized professional services and guidance in a wide range of financial and business needs. Our highly-experienced team of specialists provides our clients with the peace of mind that comes from knowing we have the depth of knowledge needed to look after all their interests.
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FIXE
United States
FIXE
39 Employees
Location
United States
Description
FIXE combines restaurant expertise, best in class software, dedicated customer service, and automation to streamline bookkeeping. Let us manage your in-house and 3rd party sales figures, payroll, and ...FIXE combines restaurant expertise, best in class software, dedicated customer service, and automation to streamline bookkeeping. Let us manage your in-house and 3rd party sales figures, payroll, and accounts payable so you can stay current and focus on what really matters…running and growing your restaurant. Join the growing restaurant community enjoying the benefits. Book a demo today.
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Four Reasons
United States
Four Reasons
5 Employees
Location
United States
Description
N/A
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Gilbert Valuations
United States
Gilbert Valuations
2 Employees
Location
United States
Description
Gilbert Valuations specializes in business valuation, complex commercial litigation, Intellectual property valuation, and forensic accounting. We work closely with attorneys and business owners to pro...Gilbert Valuations specializes in business valuation, complex commercial litigation, Intellectual property valuation, and forensic accounting. We work closely with attorneys and business owners to provide expert services related to business valuation as well as economic damages in many types of litigation.
Our assignments often deal with difficult or unusual circumstances. We have significant experience in rebutting the reports of other expert witnesses. Gilbert Valuations' services are used to help measure risk and determine value for court matters, arbitration, insurance issues, due diligence, and negotiations.
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Grayson Accounting Service
United States
Grayson Accounting Service
5 Employees
Location
United States
Description
A small, local organization focusing on providing administrative support to start-ups and small businesses. Our specialty is in accounting and bookkeeping practices, but we also provide HR support, ma...A small, local organization focusing on providing administrative support to start-ups and small businesses. Our specialty is in accounting and bookkeeping practices, but we also provide HR support, management consulting, and sales coaching.
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H.D. Roseth & Associates., Ltd.
United States
H.D. Roseth & Associates., Ltd.
21 Employees
Location
United States
Description
Welcome to H. D. Roseth & Associates, Ltd., Chicago Certified Public Accountants, where we promise our clients fast answers, professional advice and personal support. We offer a full range of accounti...Welcome to H. D. Roseth & Associates, Ltd., Chicago Certified Public Accountants, where we promise our clients fast answers, professional advice and personal support. We offer a full range of accounting, tax and financial services options designed to meet the needs of your business.
We can help you save on taxes, prevent costly mistakes and free up your time to run your business. Through our work with a number of small businesses in the Chicago area, we have developed valuable expertise in accounting and tax practices that can immediately benefit any new or existing business.
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Hall Of Taxes
United States
Hall Of Taxes
1 Employees
Location
United States
Description
As Enrolled Agents with 30 + years of experience, Hall of Taxes works to maximize your tax savings with professional tax preparation and tax planning services. Hall of Taxes provides individual tax pr...As Enrolled Agents with 30 + years of experience, Hall of Taxes works to maximize your tax savings with professional tax preparation and tax planning services. Hall of Taxes provides individual tax preparation with the personalization that software packages can't.
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Island Financial Advisors
United States
Island Financial Advisors
4 Employees
Location
United States
Description
Island Financial Advisors has evolved over the years, but our vision has never changed. That is to be your most trusted advisor in helping each client achieve their stated goals and objectives throug...Island Financial Advisors has evolved over the years, but our vision has never changed. That is to be your most trusted advisor in helping each client achieve their stated goals and objectives through our interactive process. This is accomplished by getting to know each other, learning about your successes and challenges and providing solutions through service and education, striving to exceed expectations.
We are primarily a fee only firm and a fiduciary which means we are held to a higher standard on your behalf. We are an independent firm with no proprietary products which means we provide unbiased, conflict free advice and a commitment to transparency.
How We Are Different
As the financial industry is ever evolving, IFA adjusts to ensure we are meeting our clients' needs offering more comprehensive advice, encompassing all parts of their financial lives.
We do not have any proprietary investments
Our "Comfort Zone" models that categorize our client's risk tolerance and "comfort zone" with the ups and downs of investments
An open architecture of investment options so that we always make conflict free investment decisions
Provide wealth management and a full suite of tax services
Provide an interactive and collaborative approach to ensure you receive value added service that differentiates IFA from other wealth management firms
Our Mission
My purpose as a financial planner with Island Financial Advisors is to assist clients in achieving their estate, financial, and tax objectives and goals. I intend to create relationships through long-term investment strategies and teamwork. Open communication with sincere concern and trust are important in forming effective working relationships. Through education, and commitment to excellence, I will provide the value added service that differentiates me from the competition.
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Kapur CPA Group, Inc.
United States
Kapur CPA Group, Inc.
2 Employees
Location
United States
Description
Kapur CPA Group, Inc (KCG) is a full-service CPA accounting firm serving clients throughout the Southern California area. Located in Irvine, California, the Firm provides tax, business management, and...Kapur CPA Group, Inc (KCG) is a full-service CPA accounting firm serving clients throughout the Southern California area. Located in Irvine, California, the Firm provides tax, business management, and accounting services to a dynamic and diverse clientele in various industries.We offer a broad range of services for business owners, executives, and independent professionals. KCG provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Please call us today at (949)752-9353. We'll be happy to offer you a free initial consultation.
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Larry L Bertsch, CPA & Associates
United States
Larry L Bertsch, CPA & Associates
8 Employees
Location
United States
Description
Larry L. Bertsch is a Las Vegas CPA practicing in both the private and public fields since 1964. We offer a full range of accounting services, including forensic accounting with full litigation suppor...Larry L. Bertsch is a Las Vegas CPA practicing in both the private and public fields since 1964. We offer a full range of accounting services, including forensic accounting with full litigation support, tax preparation, and small business accounting and bookkeeping services at affordable fees.
Contact us for a free 1 hour consultation. 702-471-7223
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Leverage
Egypt
Leverage
11 Employees
Location
Egypt
Description
Leverage is a digitally-enabled financial services startup that provides the complete set of corporate finance services.
Built upon the principles of Credibility, Capability & Competence, we aim to...Leverage is a digitally-enabled financial services startup that provides the complete set of corporate finance services.
Built upon the principles of Credibility, Capability & Competence, we aim to bring financial acumen and excellence to our clientele.
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Mazeed
United Arab Emirates
Mazeed
140 Employees
Location
United Arab Emirates
Description
First in the region to combine AI with certified financial and tax experts to automate financial management so that business owners can focus on growing their businesses.
mazeed is more than an a...First in the region to combine AI with certified financial and tax experts to automate financial management so that business owners can focus on growing their businesses.
mazeed is more than an accounting software,
Our main services include:
- Accounting & Bookkeeping Services: Get real-time financial reports, maintain accurate records effortlessly, and make informed decisions to grow your business.
- Tax Services: Our tax experts ensure you stay compliant with all tax regulations, eliminating the headaches of tax penalties.
- CFO Advisory Services: Get expert advice on financial planning, forecasting, and budgeting to grow your business.
Focus on your business and we will do the rest.
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Ellevate Solutions, LLC
United States
Ellevate Solutions, LLC
3 Employees
Location
United States
Description
Everything we do, we believe that working smarter (not harder) is the key to unlocking peak performance.
We believe in giving people their time, money and wellbeing back - freeing them to chase the...Everything we do, we believe that working smarter (not harder) is the key to unlocking peak performance.
We believe in giving people their time, money and wellbeing back - freeing them to chase their purpose and focus on the things that matter to them.
The way we do this is by empowering business leaders to achieve the best possible life/workâ„¢ï¸ balance for themselves.
We just happen to offer high-touch, white-glove strategic finance and accounting outsourcing and solutions as our vehicle for transformation.
Want to work with us?
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E-Squared Partners, LLC
United States
E-Squared Partners, LLC
3 Employees
Location
United States
Description
ACCOUNTING & OPERATIONS FOR START-UPS
E-Squared Partners helps start-ups build the proper financial structure and provides ongoing support.
We remove the "noise" so management can focus on the prod...ACCOUNTING & OPERATIONS FOR START-UPS
E-Squared Partners helps start-ups build the proper financial structure and provides ongoing support.
We remove the "noise" so management can focus on the product. We achieve this by:
-Covering any team needs: Controller, Bookkeeping, Admin, and more
-Providing up-to-date visibility into financials in a digestible way
-Helping make smart decisions so your business is as profitable as possible
-Ensuring compliance on required business practices
-Completing all daily transactions required to run the business: AP, AR, banking, filing
Using technology integration to create efficiency for both accounting and the business as a whole
"Cleaning up" past years if necessary (we LOVE a good clean up project. Truly.)
Staying in contact, even when business is slow
E-Squared seamlessly fills in the gaps in your organization's support system.
Call us at 617-682-0097 or email info@esquaredpartners.com to discuss your business needs.
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Geek Girl Financial Services, LLC
United States
Geek Girl Financial Services, LLC
2 Employees
Location
United States
Description
Geek Girl is a small, local financial services firm. We are provided day-to-day accounting services and also provide tax preparation, including payroll reports.
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Glass Jacobson Wealth Advisors
United States
Glass Jacobson Wealth Advisors
58 Employees
Location
United States
Description
Glass Jacobson Wealth Advisors helps individuals, families, and businesses to implement a personalized strategy to put you on the best path to achieve your financial goals.
We are passionate and we...Glass Jacobson Wealth Advisors helps individuals, families, and businesses to implement a personalized strategy to put you on the best path to achieve your financial goals.
We are passionate and we strive to empower our clients to build wealth and protect their assets – whether it's business endeavors, investment choices, or tax strategies, Glass Jacobson Wealth Advisors provides unparalleled guidance with our holistic approach, reflecting our sincere desire to meet all your financial needs.
Our seasoned team of professional investment analysts, advisors, and financial planners have extensive expertise and are passionate in optimizing your financial future. Our approach combines investment management with financial planning to chart a course that's personal to you, your services, and your goals. The result is a cohesive approach to your finances and your future.
We serve all of Maryland and Virginia and have clients across the US and worldwide.
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Gray, Gray & Gray
United States
Gray, Gray & Gray
200 Employees
Location
United States
Description
Gray, Gray & Gray, LLP is a leading independent regional advisory and accounting firm with over eight decades of experience giving our clients the power to do more for their business and personal succ...Gray, Gray & Gray, LLP is a leading independent regional advisory and accounting firm with over eight decades of experience giving our clients the power to do more for their business and personal success. We are located in Canton, MA and possess a national and global footprint. Our expertise encompasses consulting, business advisory, accounting, tax, audit & assurance, and private wealth management, and our dedicated team of over 130 highly skilled and experienced professionals work with numerous innovative companies in a wide range of industries. Our philosophy on clients and team members is steeped in building strong, sustainable relationships.
At Gray, Gray & Gray we give our clients the Power of More: the ability to define your own future and attain the goals you set for yourself, your family and your business. All based on dependable insight, pragmatic advice, and a superior level of attentiveness to help keep you on track and moving forward. We look beyond the expected to find ways to add value, speed decision making, and develop insights that create advantage and drive success.
The success we have helped our clients to achieve has led to our own growth. We are ranked as a Best of the Best Firm as well as a Top 200 Firm by Inside Public Accounting, listed as one of the Area's Largest Accounting Firms by Boston Business Journal, and ranked as the fastest growing accounting firm in New England by Accounting Today.
Get in touch today to discover what the Power of More can mean for you.
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G-Squared Partners, LLC
United States
G-Squared Partners, LLC
39 Employees
Location
United States
Description
G-Squared Partners, LLC provides part time CFO services and financial and strategic consulting to venture backed and emerging growth companies in the greater Philadelphia Area. Our clients are some of...G-Squared Partners, LLC provides part time CFO services and financial and strategic consulting to venture backed and emerging growth companies in the greater Philadelphia Area. Our clients are some of the leading start up SaaS companies, clean tech and other emerging growth companies backed by some of the most prominent venture funds on the East Coast. Our services include fund raising, accounting advice, strategic advice, deal structuring, projections and forecasts and profit improvement analysis.
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Haynie & Company
United States
Haynie & Company
400 Employees
Location
United States
Description
Haynie & Company is a leading, full-service CPA firm. We specialize in audit, tax, accounting, consulting and management advisory services. Since 1960 we've grown from a single office to 13 locations ...Haynie & Company is a leading, full-service CPA firm. We specialize in audit, tax, accounting, consulting and management advisory services. Since 1960 we've grown from a single office to 13 locations and over 400 team members. As we have grown, we've kept our small firm values of family and trust. Our vision is simple: Exceeding Expectations. We strive for a culture of service to employees and clients.
At Haynie & Company, we understand you need an advisor who can think ahead and offer custom solutions. Building relationships and providing excellent service are our highest priorities. You can rely on us to provide the solutions, expertise and experience you need.
To learn more about Haynie & Company, visit us at www.HaynieCPAs.com.
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Hext Financial Group, LLC
United States
Hext Financial Group, LLC
32 Employees
Location
United States
Description
Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group. Our comprehensive servi...Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group. Our comprehensive services encompass M&A transactions, corporate finance, tax planning, tax structuring and QofEs in addition to tax planning, audits, and advisory services. We seamlessly guide clients through sell-side strategies to reconstruct their capital stack.
Lenderworks
LQ Financial Group
Lucrum Consulting, Inc.
Elliott Advisory Group
Equitas Strategic Partners
Fiscal Partners, LLC
FIXE
Four Reasons
Gilbert Valuations
Grayson Accounting Service
H.D. Roseth & Associates., Ltd.
Hall Of Taxes
Island Financial Advisors
Kapur CPA Group, Inc.
Larry L Bertsch, CPA & Associates
Leverage
Mazeed
Ellevate Solutions, LLC
E-Squared Partners, LLC
Geek Girl Financial Services, LLC
Glass Jacobson Wealth Advisors
Gray, Gray & Gray
G-Squared Partners, LLC
Haynie & Company
Hext Financial Group, LLC