Embrace the cloud and make your business more efficient with multi award winning digital growth experts, Soaring Falcon. Cloud technology has changed how we do business today.
Real time data is vit...Embrace the cloud and make your business more efficient with multi award winning digital growth experts, Soaring Falcon. Cloud technology has changed how we do business today.
Real time data is vital to your business. You can make important decisions faster and not when it could be too late. You shouldn't have to wait until your financial year end to find out what you have made or what the tax damage is. Our app stack is huge! We use around 40+ apps to help our SaaS clients grow and automate the back office. If you want to go global, raise funds, apply for grants, sort out the R&D claim - we can help you!
We can get your business online and eliminate most of the processing and your typical pain points. We specialise with SaaS & UK Set Up's.
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Solo Management Inc.
United States
Solo Management Inc.
9 Employees
Location
United States
Description
SOLO Management Inc. is an executive recruiting firm specializing in the Banking and Brokerage industries. We have been providing executive recruitment services to top investment banks and financial ...SOLO Management Inc. is an executive recruiting firm specializing in the Banking and Brokerage industries. We have been providing executive recruitment services to top investment banks and financial institutions here and abroad for the past twenty five. We're proud of our track record and work ethic within the financial community.
Our philosophy is simple: in the competitive field of professional placement, the true test of a search firm lies in its ability to understand the specific job requirements, and the unique skill set necessary to meet and exceed those requirements for our clients.
Our specialists have more than 100 years of combined experience in doing just that: matching and presenting to our clients a select group of top notch, highly qualified candidates -- and responding with the sense of urgency our clients demand.
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Tax 29
United States
Tax 29
19 Employees
Location
United States
Description
N/A
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Tax Goddess Business Services, PC
United States
Tax Goddess Business Services, PC
8 Employees
Location
United States
Description
Much like our competition, we are a small Family oriented CPA Firm that Specializes in both Personal and Business taxes as well as IRS Negotiations, Bookeeping, Payroll and Sales tax.
What makes u...Much like our competition, we are a small Family oriented CPA Firm that Specializes in both Personal and Business taxes as well as IRS Negotiations, Bookeeping, Payroll and Sales tax.
What makes us different is we take the time to get to know you and your business before telling you we can save you the most money!
We pride ourselves on being your helping hand through all the complexities of taxes and bookeeping.
Give us a call and lets see if SWC is the right fit for you!
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The Cash Flow CFO
United States
The Cash Flow CFO
10 Employees
Location
United States
Description
The Cash Flow CFO is a leading Fractional CFO firm, distinguished by our expertise in financial management. Our team excels at meticulous number crunching, skillfully connecting intricate financial co...The Cash Flow CFO is a leading Fractional CFO firm, distinguished by our expertise in financial management. Our team excels at meticulous number crunching, skillfully connecting intricate financial components, and prioritizing your business's financial well-being.
Our 12-month Predictable Profit Accelerator, designed to empower business owners like you to navigate growth with confidence. This proven system forms the foundation for your success. However, our true expertise shines in tailoring a personalized experience for you.
Picture a future filled with assured profits, amplified impact, and the generation of personal wealth. Visit our website to schedule your Free Connection Call and learn more about how Cash Flow CFO can help you grow
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Midge Belcourt Cpa
United States
Midge Belcourt Cpa
5 Employees
Location
United States
Description
Tax Preparation for Individuals, Small Businesses and Corporations as well as Accounting services.
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National Tax Relief Inc.
United States
National Tax Relief Inc.
6 Employees
Location
United States
Description
www.nationaltaxreliefinc.com
1 (844)271-2200
We're here for you every step of the way. Talk to our tax experts before, during or after we solve your tax problems and get your questions answered. All...www.nationaltaxreliefinc.com
1 (844)271-2200
We're here for you every step of the way. Talk to our tax experts before, during or after we solve your tax problems and get your questions answered. All of our tax negotiators are CPAs, EAs, and Tax Attorneys with years of experience, so you can be confident your tax problems are permanently resolved. Chances are, we've helped someone like you.
National Tax Relief helps over a thousand hardworking taxpayers with their tax issues each year.
National Tax Relief Inc, is the Nations affordable tax relief and negation firm. We specialize in IRS offer in compromises, removing bank levies and filing back tax returns. Our tax experts are tax attorneys, CPAs, enrolled agents with over 100 years of combined experience. Each year we help thousands of individuals and business with their taxes. Our success is based on affordable prices, integrity and excellent customer service. Most people who try to negotiate their back taxes on their own (or with their regular CPA) end up with poor results. We are in the business of helping people getting their lives back so they can purchase new cars, homes and enjoy their loved ones. National Tax Relief's expert team of Tax Attorneys, CPAs, and EAs specialize in representing individuals, partnerships and corporations before the IRS, and ALL State taxing Agencies. We are experts with the IRS regulations, laws, offer in compromise and settling taxes on your behalf. We have helped thousands of clients. We are the affordable national "go-to"​ firm when it comes to Tax Relief We are very attentive and dedicated to fixing your tax problems and will provide you with excellent customer service and give you superior quality of work. Get your life back today by having us represent you before the IRS. With over 100 years of combined experience we know what to do.
Retain us today and we take over all communication with the IRS.
Call us for a Free Consultation 1 (844) 271-2200
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Rex McInvale, CPA, PC
United States
Rex McInvale, CPA, PC
2 Employees
Location
United States
Description
Client-focused tax compliance and advisory firm in downtown Canton, Georgia. Our clients are a diverse group of entrepreneurs, executives, freelancers, investors, and other go-getters. We offer busi...Client-focused tax compliance and advisory firm in downtown Canton, Georgia. Our clients are a diverse group of entrepreneurs, executives, freelancers, investors, and other go-getters. We offer business valuation services, litigation support, and fractional CFO support alongside our tax practice.
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Rood Financial Services
United States
Rood Financial Services
3 Employees
Location
United States
Description
Why Rood?
We help both individuals, as well as businesses, save on their tax liability.
On the business front, our mission is to empower small business owners to focus their time and effort into d...Why Rood?
We help both individuals, as well as businesses, save on their tax liability.
On the business front, our mission is to empower small business owners to focus their time and effort into doing what they want to do: grow their business. A business owner doesn't start a business to then have to spend over 50% of their time worrying about bookkeeping, payroll, accounting, etc. They start a business to run their business! Let us handle the accounting stuff so YOU can do the fun stuff.
On the personal front, our mission is to simplify and handle any accounting/tax inquiries we encounter, no matter how complicated it may seem.
What we do:
We help new and growing companies gain confidence in their finances by out-sourcing all of their accounting needs. Our team has the ability to not only perform bookkeeping and payroll responsibilities but to also process tax returns for owner and employees alike. BUT perhaps our biggest asset is our tax planning service where we give our clients control over their tax liability by planning for their future.
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RSM US LLP
United States
RSM US LLP
19000 Employees
Location
United States
Description
RSM is an Illinois-based accounting company that provides services such as tax planning, auditing and financial management for industries including utility and construction.
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Sapphire Peak FS
United States
Sapphire Peak FS
2 Employees
Location
United States
Description
Each case we undertake is an opportunity to demonstrate our resolve and expertise. We're not just a service provider; we're your trusted partner in navigating through financial challenges. Our team's ...Each case we undertake is an opportunity to demonstrate our resolve and expertise. We're not just a service provider; we're your trusted partner in navigating through financial challenges. Our team's unwavering dedication ensures that every client receives the clarity and guidance they need to make informed decisions.
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Saranto P. Calamas CPA
United States
Saranto P. Calamas CPA
9 Employees
Location
United States
Description
Saranto P. Calamas CPS is an accounting company based out of United States.
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Sessions & Associates, LLC
United States
Sessions & Associates, LLC
4 Employees
Location
United States
Description
Lending | Networking | Mentoring
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SFW Partners, LLC
United States
SFW Partners, LLC
68 Employees
Location
United States
Description
The Mission of SFW Partners, LLC is to be a highly respected, ethically guided certified public accounting firm serving as a trusted business advisor to our clients while providing them with quality, ...The Mission of SFW Partners, LLC is to be a highly respected, ethically guided certified public accounting firm serving as a trusted business advisor to our clients while providing them with quality, timely, proactive and innovative services and creating an internal environment that allows for substantial professional and personal growth, opportunities and rewards.
Dedicated
We dedicate ourselves to understanding each of our clients by providing them the highest quality of professional services available. We strive to accomplish these objectives through teamwork and commitment to excellence.
Experienced
Our firm consists of a team of approximately 30 individuals. We are managed by 7 members (partners) who have over 200 combined years of professional experience. We are committed to providing continuing professional education to everyone on our team to ensure that each person is knowledgeable about current changes in the profession.
Supported
Though we are a local firm, we are well equipped to help our clients deal with complex multi-state and international issues. SFW Partners, LLC is associated with AGN International, an affiliation of medium and large sized CPA firms throughout the United States and the world. Through this association we can effectively gain knowledge and expertise in laws, regulations and local practices around the globe. We are members of this association because we feel that membership helps us achieve our commitment to excellence.
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SQN Global
United States
SQN Global
3 Employees
Location
United States
Description
SQN is short for the Latin term "Sine Qua Non" which loosely translates to "the ingredient without which something would be impossible."
Whether you need support starting a broker-dealer or enhan...SQN is short for the Latin term "Sine Qua Non" which loosely translates to "the ingredient without which something would be impossible."
Whether you need support starting a broker-dealer or enhancing operational efficiencies, SQN Global exists to provide the services required to be competitive and compliant in today's financial services industry.
We appreciate many financial service institutions are overwhelmed with the ever-changing regulatory requirements and ongoing reporting demands, not to mention the costs associated with building an in-house team.
SQN Global is designed to solve these, and other, issues as an outsourced partner and is uniquely qualified to provide cost-efficient and customizable packages of essential compliance / regulatory consulting, financial services / reporting and accounting / business operations functions. We can support new member applications, additions in business lines, and independent annual audits to supplement our core offering of outsourced compliance and FinOp services.
The team at SQN Global is licensed to provide your firm adherence with the following regulatory roles and requirements, and more:
- Series 4 (Registered Options and Security Futures Principal)
- Series 7 (General Securities Representative)
- Series 14 (Compliance Officer)
- Series 24 (General Securities Principal)
- Series 27/28 (FINOP - Financial and Operations Principal)
- Series 55/57 (Securities Trader)
- Series 66 (Series 63 and Series 65 Registered Investment Adviser)
- Series 79 (Investment Banking Registered Rep)
- Series 87 (Research Analyst)
- Series 99 (Operations Professional)
Thanks to a series of consultant partnerships that meet our standard of excellence, SQN Global can also provide regulatory legal advice, business tax preparation, financial year-end audits, and cryptocurrency compliance consulting.
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Storen Financial
United States
Storen Financial
24 Employees
Location
United States
Description
Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years...Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service. We offer year-round, comprehensive options that implement tax-saving strategies to help individual and business clients pursue financial goals.
Professionals associated with Storen Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Brass Tax Wealth Management, a registered investment advisor; or (2) solely tax professionals of Storen Tax & Financial Group Inc., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Storen Tax & Financial Group Inc. DBA Storen Financial. Storen Tax & Financial Group Inc. is separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax/accounting/CPA related services.
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Story Time Analytics
United States
Story Time Analytics
2 Employees
Location
United States
Description
Data meets strategy. You can harness the power of business intelligence to unlock actionable insights that drive your success. By seamlessly integrating data analysis and cutting-edge technology, we e...Data meets strategy. You can harness the power of business intelligence to unlock actionable insights that drive your success. By seamlessly integrating data analysis and cutting-edge technology, we empower you to make informed, data-driven decisions that propel your business forward in today's competitive landscape.
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The CPA for Psychotherapists
United States
The CPA for Psychotherapists
1 Employees
Location
United States
Description
As a Certified Public Accounting firm, we have been helping Psychotherapists and small businesses for 14 years. We understand your day to day challenges and know how to provide the best strategic acco...As a Certified Public Accounting firm, we have been helping Psychotherapists and small businesses for 14 years. We understand your day to day challenges and know how to provide the best strategic accounting and tax solutions that leads to growth and peace of mind. Thanks to modern technologies, when you partner with us you can connect with us on a weekly, monthly or quarterly basis as you need. You will have easy, real time access to your financial information wherever you are.
-- We serve solo and growing group psychotherapy practices in all 50 states and U.S. territories and are available year-round.
-- We use easy, efficient, and secure technologies to virtually engage with you. Wherever you are in the U.S., we can work with you. Location is not an issue.
-- We will walk with you step by step on your finances to find an effective and efficient data-driven financial solution. Stress less by working with us!
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The Farese Group
United States
The Farese Group
2 Employees
Location
United States
Description
For nearly two decades, The Farese Group has specialized in the services needed most by people nearing retirement, transitioning into retirement and already within their retirement years. Unlike most ...For nearly two decades, The Farese Group has specialized in the services needed most by people nearing retirement, transitioning into retirement and already within their retirement years. Unlike most investment firms that concentrate on the wealth accumulation phase of your life, we focus on what comes next. And we provide a coordinated, strategic game-plan that fits your plans, your investment style and your needs.
It's a unique, coordinated and logical approach to retirement planning, designed to give you a steady and secure stream of income that fits your lifestyle and your needs. We care about your retirement, and we want to help. Call us for a free consultation. It may just be the best retirement decision you'll ever make.
Securities offered through LPL Financial, Member FINRA/SIPC.
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The Financial Soul
United States
The Financial Soul
3 Employees
Location
United States
Description
N/A
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MSL CPAs & Advisors
United States
MSL CPAs & Advisors
40 Employees
Location
United States
Description
For 50 years, MSL has been advising clients on areas of opportunity. Our goal is to help you generate more revenue and improve your bottom line. MSL provides actionable information and financial leade...For 50 years, MSL has been advising clients on areas of opportunity. Our goal is to help you generate more revenue and improve your bottom line. MSL provides actionable information and financial leadership that results in success.
ADVANCED LEVEL OF KNOWLEDGE
MSL's shareholders are thought leaders in their fields who are highly published and recognized. Many have been recruited from leadership positions within the industries that we serve for their in-depth knowledge and direct experience.
INDUSTRY-SPECIFIC EXPERTISE
Our leaders have been shapers of policy and influencers of transformational change in our client's industries and in the CPA profession, having led and participated in many landmark actions. We recruit the best and brightest in their field of specialty to build multi-disciplinary teams with intense knowledge and in-depth experience specific to your industry. Clients know that when they need to pull together a team to address a particular situation, MSL is the one to call. We know what's happening in your industry right now and what will keep your business fiscally sound and compliant today and tomorrow.
COMPREHENSIVE GUIDANCE
Far more than just a CPA firm, MSL is your trusted business advisor in all phases of your organization's growth. In addition to sound financial, audit and tax advice, we provide our clients with all levels of business consulting from development and start-up to maturity and expansion. With over 40 years of advising successful companies, we have valuable experience and benchmarking tools to help you identify your areas of opportunity, whether operational, financial, or compliance.
FLORIDA ROOTS, GLOBAL REACH
With your MSL point of contact at MSL, we help our clients navigate in the complex global business environment through our affiliation with Moore North America, Inc., which is itself a regional member of Moore Global Network Limited--one of the world's largest international accounting and consulting groups.
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NEED Financial Services
United States
NEED Financial Services
38 Employees
Location
United States
Description
NEED Financial Services is the Entertainment/Media Industry's premiere outsourced production accounting service firm.
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NW Financial Consultants
United States
NW Financial Consultants
2 Employees
Location
United States
Description
NWFC is a financial firm focused on being a strategic partner with our clients in the real estate, manufacturing, and services industries. We are focused on providing superior customer service to our...NWFC is a financial firm focused on being a strategic partner with our clients in the real estate, manufacturing, and services industries. We are focused on providing superior customer service to our clients by handling all aspects of the finance, accounting, and human resource functions for them.
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Orion
United States
Orion
2000 Employees
Location
United States
Description
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary proce...Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor's unique definition of financial success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We've made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.
Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses
• • •
Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
Our Social Media Disclosure: https://bit.ly/3oTnWu7
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Pavilion Advisors
United States
Pavilion Advisors
2 Employees
Location
United States
Description
Pavilion Advisors provides virtual and outsourced accounting and financial services to businesses across the U.S. We are set-up to help with cash flow, budgets, month-end close procedures, clean-up, a...Pavilion Advisors provides virtual and outsourced accounting and financial services to businesses across the U.S. We are set-up to help with cash flow, budgets, month-end close procedures, clean-up, and financial reporting for your business. We target businesses from Start-up to $20M in revenue.
Soaring Falcon
Solo Management Inc.
Tax 29
The Cash Flow CFO
Midge Belcourt Cpa
National Tax Relief Inc.
Rex McInvale, CPA, PC
Rood Financial Services
RSM US LLP
Sapphire Peak FS
Saranto P. Calamas CPA
Sessions & Associates, LLC
SFW Partners, LLC
SQN Global
Storen Financial
Story Time Analytics
The CPA for Psychotherapists
The Farese Group
The Financial Soul
MSL CPAs & Advisors
NEED Financial Services
NW Financial Consultants
Orion
Pavilion Advisors