Soldo is the proactive spend management solution that frees up businesses to accomplish more.
We champion the notion of Progressive Finance, because we believe in a decentralised approach to financ...Soldo is the proactive spend management solution that frees up businesses to accomplish more.
We champion the notion of Progressive Finance, because we believe in a decentralised approach to financial decision-making and greater spending autonomy for everyone. Over 25,000 organisations across 31 countries use Soldo to bring order, efficiency and agility to their decentralised spending, and empower the whole company to spend safely and responsibly.
By combining pre-programmed cards, a user-friendly app and a powerful spend management platform, Soldo enables decentralised spend decisions and frees everyone from tedious admin, while ensuring compliance.
Everyone gains back time to focus on the things that matter. For Finance teams, that means more time for the rewarding parts of your role, such as in-depth data analysis, defining overall business strategy, and implementing process improvements that empower everyone to achieving business goals.
Liberate Finance. Accomplish More.
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Solid
United States
Solid
7500 Employees
Location
United States
Description
Solid's platform enables banks & companies to offer embedded banking, payments, and card products, in a safe, secure & compliant way.
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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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SourceLimit
Taiwan
SourceLimit
6 Employees
Location
Taiwan
Description
Financial Service provider for the Taiwan market specializing in:
å°ç£è²¡å‹™æœƒè¨ˆæœå‹™
財務æœå‹™åŒ…括 Financial Service:
- Corporate Accounting Service å…¬å¸æœƒè¨ˆæœå‹™
- Human Resou...Financial Service provider for the Taiwan market specializing in:
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財務æœå‹™åŒ…括 Financial Service:
- Corporate Accounting Service å…¬å¸æœƒè¨ˆæœå‹™
- Human Resource Service å…¬å¸äººè³‡æœå‹™
- Taiwan Taxation Service å°ç£ç¨…å‹™æœå‹™
- International Taxation Service 跨國稅務æœå‹™
- Public Offering 上市上櫃æœå‹™
系統開發æœå‹™ IT System Development Service:
- ERP design and implementation å…¬å¸è³‡æºç®¡ç†ç³»çµ±è¨è¨ˆèˆ‡å»ºæ§‹
- Odoo module design 雲端系統模組è¨è¨ˆ
* Sales module 銷售模組
* Procurement / Purchasing module 采購模組
* CRM module 客戶管ç†æ¨¡çµ„
* Accounting module 會計模組
* E-Commerce é›»å商務模組
* Website / Frontend integration 網站å‰ç«¯æ•´åˆ
* Customer Support module 客戶支æ´æœå‹™æ¨¡çµ„
* Human Resource module 人資模組
* API integration 系統å°æŽ¥
* POS integration
客戶類別 Industry served:
* CPA firms / Accountants 會計事務所
* Architecture firms è¨è¨ˆå…¬å¸
* Online / Offline shopping 零售電å商務
* Furniture manufacturing company 系統傢俱æ¥
* Fitness Gym å¥èº«æ¥
* Franchise shops åŠ ç›Ÿæ¥
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Spartan Institutional Research
United States
Spartan Institutional Research
4 Employees
Location
United States
Description
Spartan Institutional Research is a provider of independent and unbiased research services for institutional clients.
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Spear CPA CFP
United States
Spear CPA CFP
2 Employees
Location
United States
Description
Helping Business owners in New York City and State save $10K, 20K, 50K or more in Taxes each year. With an All-In-One solution for your business.
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Spirit Advisors
United States
Spirit Advisors
2 Employees
Location
United States
Description
Management, financial, strategic consulting for small cap companies. Focus on bridging Asian and Japanese issuers with global investors and financial service providers.
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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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Stallcup & Associates CPAs
United States
Stallcup & Associates CPAs
4 Employees
Location
United States
Description
Stallcup & Associates CPAs simplify the things you'd rather not spend time on - accounting, bookkeeping, and taxes. If you are someone who wants an organized, swift, methodical consultant who allows ...Stallcup & Associates CPAs simplify the things you'd rather not spend time on - accounting, bookkeeping, and taxes. If you are someone who wants an organized, swift, methodical consultant who allows you to be hands-off so you can spend your time on experiences rather than numbers and paperwork, our services are for you.
We are an independent CPA firm located in the Mission district of San Francisco, founded in 2005 by Jason Stallcup. We have two departments, Accounting and Tax, with a lot of synergy between the two. Most of our accounting clients are tax clients who do not have enough need for an internal accountant but want their accounting records to be managed in an accurate and timely fashion. Our tax department can handle all the business and individual needs of our clients as well. Because our firm is small and personal, we work together very efficiently and we are able to be familiar with all of our clients. Additionally, our clients are able to maintain a consistent relationship with us.
With our experience and GAAP knowledge, we can help our clients to use the financial statements for strategic decision making. We have experience converting our clients to and from Quickbooks online or desktop and to or from other accounting systems as well, such as Xero. Some of our clients come to us because they are an entire year behind. We get them caught up so their tax return can be prepared accurately and timely. Some clients come to us because they need to get their books reviewed and cleaned up because they are in discussions with investors or even buyers. Some of our clients need us to help with collections, invoicing, payroll processing, even recruiting for their accounting team. We enjoy being an essential part of our clients' business doing whatever is needed to help them solve their financial issues so they can continue to grow and be successful.
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Starling International Management Limited
United Arab Emirates
Starling International Management Limited
11 Employees
Location
United Arab Emirates
Description
Family Office that makes investments in PE and Growth funds.
Occasionally, we also invest in VC strategy as well.
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Steadfast Bookkeeping
United States
Steadfast Bookkeeping
7 Employees
Location
United States
Description
We have a thing for retail and e-commerce shops...you see, we've helped many retail and e-commerce shop owners truly understand their numbers for the first time and there is no greater feeling. We've ...We have a thing for retail and e-commerce shops...you see, we've helped many retail and e-commerce shop owners truly understand their numbers for the first time and there is no greater feeling. We've also streamlined their entire business operations by implementing tried and true systems and processes that make running their business not only effective but efficient. On top of that, we don't just tax prep, we tax plan. That means that we look at all circumstances of not just the company but the business owner as well and implement strategies that save thousands of dollars in taxes.
Why retail and e-commerce? Because it's our jam! We've worked with many different industries but shop owners hold a special place in our hearts. We know the technology that is out there to make your life easier and we know how to implement it and make it effective for your business. We know how to streamline your books so that reports are easy to read and understand but yet give you all the details you need to know about your numbers. And, sales tax? Oh man, that's our love language! We'll keep you sales tax compliant year in and year out even as laws change each and every day.
When you hire us, you basically add a whole finance department to your business. You get our brains, our experience, and our personalities to boot. We're here for you, both in the numbers and in the trenches. The biggest reward in our line of work is seeing you succeed beyond your biggest dreams when you're freed up from the burdensome tasks that weigh you down and tie you up ... the tasks that don't need to belong to you.
We work with you on an individual basis to customize a plan that works just for you and your business. We'll work with you to ensure you're capturing all of those tax-deductible expenses, stay on track with earnings and payroll, give you a monthly snapshot of your business finances, and more.
Check out or website at www.steadfastbookkeeping.com to learn more!
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Stephens & Soetenga, CPAs
United States
Stephens & Soetenga, CPAs
6 Employees
Location
United States
Description
N/A
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Stitely & Karstetter, CPAs
United States
Stitely & Karstetter, CPAs
17 Employees
Location
United States
Description
CPA firm in Northern Virginia serving small businesses and individuals in the areas of taxation, accounting, and business valuation. Experts in entity selection, tax planning, and business valuation.
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StoneBridge Valuation, LLC
United States
StoneBridge Valuation, LLC
1 Employees
Location
United States
Description
StoneBridge Valuation, LLC is a boutique valuation and litigation consulting firm serving attorneys and business owners of small and medium sized closely held businesses. Our goal is to deliver qualit...StoneBridge Valuation, LLC is a boutique valuation and litigation consulting firm serving attorneys and business owners of small and medium sized closely held businesses. Our goal is to deliver quality professional services tailored to meet the needs of our clients. Our business model encourages us to follow an innovative and cost-effective approach to client engagements, while still having the experience of valuing hundreds of small businesses and professional practices.
Our services include:
o Business valuations for divorce, estate, civil litigation and mergers & acquisition purposes
o Litigation Support consulting on value issues, appraisals, and expert testimony (pre-trial and trial)
o Pension valuations for marital dissolution purposes
o Estate planning and valuation related to controlling and non-controlling interests in FLP's, LLC's, corporations
and real estate
o Damage calculations, lost profits analysis, lost wages and benefits calculations, damages expert witness services
for attorneys and business owners
o Consulting with accounting firms, merger & acquisition firms and other entities on strategic planning projects
o Expert witness testimony in deposition and trial, divorce valuation, damages expert, lost wages expert, lost
profits expert, business valuation expert
o Certain accounting/tracing services for estate and probate disputes
o Transaction Advisory valuations for determining offering prices and due diligence
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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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Stout
United States
Stout
1300 Employees
Location
United States
Description
Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from pub...Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters. Learn about our Relentless Excellence® at stout.com.
Stout is a trade name for Stout Risius Ross, LLC, Stout Advisors SA, Stout GmbH, Stout Bluepeak Asia Ltd., and Stout Risius Ross Advisors, LLC, a FINRA-registered broker-dealer and SIPC member firm. The terms "Stout"​ or the "firm"​ refers to one or more of these independent advisory practices.
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Strategic Navigators, Inc.
United States
Strategic Navigators, Inc.
11 Employees
Location
United States
Description
N/A
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Website:
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Strategic Tax Planning, PLLC
United States
Strategic Tax Planning, PLLC
3 Employees
Location
United States
Description
Tax planning for small business owners
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Su Taxes
United States
Su Taxes
2 Employees
Location
United States
Description
Welcome to Su Taxes! We are a family owned and operated business that
takes a personal interest in each of our clients and gives them professional,
personalized service at a reasonable price. Many...Welcome to Su Taxes! We are a family owned and operated business that
takes a personal interest in each of our clients and gives them professional,
personalized service at a reasonable price. Many of our clients have been with
us since our inception. We think that says a lot about how we feel about getting
to know our clients and their trust in us. In fact, the majority of our new business
comes from referrals made by clients that have been with us for years. Many of
our clients continue to use our services after they have moved out of the
immediate area by utilizing the internet or mail.
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Sudduth & Company
United States
Sudduth & Company
3 Employees
Location
United States
Description
Sudduth & Company provides CFO services to companies and private equity groups with a focus on troubleshooting, problem-solving, financial planning & analysis (FP&A), mergers & acquisitions (M&A), exi...Sudduth & Company provides CFO services to companies and private equity groups with a focus on troubleshooting, problem-solving, financial planning & analysis (FP&A), mergers & acquisitions (M&A), exit strategy, corporate development & strategy, risk management, and data analytics.
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Summit Service & Associates LLC
United States
Summit Service & Associates LLC
3 Employees
Location
United States
Description
SUMMIT is driven by entrepreneurship. Since 2004, we are committed to our clients' individual and business success through sound advice, collaborative decision making and an eye for detail. As a growi...SUMMIT is driven by entrepreneurship. Since 2004, we are committed to our clients' individual and business success through sound advice, collaborative decision making and an eye for detail. As a growing firm, our focus is on providing tailored solutions to our clients, regardless of their industry and size. Since the beginning, we follow a "people and relationship first" theory, something we live by everyday.
We provide value to our clients through an open, honest and direct dialogue. Beyond our experience, we recognize the importance of culture and working style of our clients to ensure that the partnership is not only productive, but also enjoyable.
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Summit Wealth Group
United States
Summit Wealth Group
59 Employees
Location
United States
Description
Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the hear...Summit Wealth Group is an independent wealth management firm whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best.
Our clients have significant goals, goals that are the real reason for investing and planning. By partnering with Summit Wealth Group, these goals come into focus through effective planning, as we custom-tailor financial strategies to help make these dreams a reality.
This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,DC,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WA,WI,WV,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please see our Terms of Use here:http://www.commonwealth.com/termsofuse.html.
13710 Struthers Road, Suite 115 | Colorado Springs, CO 80921 | 877.320.0379
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Sunshine Pro Accounting & Tax
United States
Sunshine Pro Accounting & Tax
2 Employees
Location
United States
Description
If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Ou...If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.
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Sutro Li
United States
Sutro Li
64 Employees
Location
United States
Description
Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses. We drive our process towards our client's pe...Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses. We drive our process towards our client's peace of mind, and believe that realizing goals begins with day-to-day resource management and relationships you can depend upon.
Bookkeeping
Our goal is to provide organizations with the best knowledge possible from their financial statements. As part of our bookkeeping service, we process your transactions to produce your financial reports on a timely basis so you can measure your results and understand exactly where you stand in managing your money.
CFO Services
We offer professional CFO advisory services on an outsourced, part-time basis at a fraction of the cost for a full-time position. Our advisors work closely with you to address pressing financial concerns and help you make critical decisions. We work within your budget and timeline, helping you realize your goals as you make better financial decisions.
Planning
With thorough financial planning, we ensure that your plans are financially sustainable. Our planning and budgeting tools are tailored to your requirements, informing your decisions in real-time. Our office is here to help you understand your cash flow, grow equity and manage your resources so you can achieve the maximum impact of your mission
Soldo
Solid
Solo Management Inc.
SourceLimit
Spartan Institutional Research
Spear CPA CFP
Spirit Advisors
SQN Global
Stallcup & Associates CPAs
Starling International Management Limited
Steadfast Bookkeeping
Stephens & Soetenga, CPAs
Stitely & Karstetter, CPAs
StoneBridge Valuation, LLC
Storen Financial
Story Time Analytics
Stout
Strategic Navigators, Inc.
Strategic Tax Planning, PLLC
Su Taxes
Sudduth & Company
Summit Service & Associates LLC
Summit Wealth Group
Sunshine Pro Accounting & Tax
Sutro Li