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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The Morrison Firm, LLC
United States
The Morrison Firm, LLC
6 Employees
Location
United States
Description
Why is my business profitable but I always seem to have no cash? How can I get a dashboard of my business performance? How much is my business worth? What strategies can I implement to manage my taxe...Why is my business profitable but I always seem to have no cash? How can I get a dashboard of my business performance? How much is my business worth? What strategies can I implement to manage my taxes now and in the future? I think an employee is stealing from me, how can I find out?
We help our clients answer these questions and more by offering CFO Services, Business Valuations, Tax Advice, and Fraud Examinations. Call us today if one of the questions above is on the top of your mind (903) 251-5100.
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The Network Firm
United States
The Network Firm
20 Employees
Location
United States
Description
The Network Firm is a full-service, registered certified public accounting and consulting firm. We are 100% focused on serving the cryptocurrency and digital asset industry. We serve clients globally,...The Network Firm is a full-service, registered certified public accounting and consulting firm. We are 100% focused on serving the cryptocurrency and digital asset industry. We serve clients globally, with clients spanning 5 continents.
We have a deep expertise in the field, and have been recognized as a leader for our work in progressing standards and methodologies for Proof of Reserves, aimed to enhance transparency for the space.
Notable Accomplishments by our team include:
- Executing the 1st-ever Merkle Tree Proof of Reserve engagement by a CPA Firm (2020)
- Reporting the 1st off-chain data on-chain via oracle networks by a CPA Firm (2022)
- Launching the 1st real-time attestation system for stablecoins and asset-backed tokens (2019)
- Co-authoring the Chamber of Digital Commerce's Proof of Reserves Practitioner's Guide (2020)
- Contributing as an SME for Texas' landmark Proof of Reserves legislation (2023)
- Contributing to the AICPA's Stablecoin Attestation working group (2021-2024)
We believe blockchains are the greatest innovation in accounting since double-entry, that all assets will be digital assets, and that CPAs are uniquely positioned to leverage our expertise in creating a transparent, "on-chain," and free future for all.
Visit us at TheNetworkFirm.com.
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The Oakley Group, LLC
United States
The Oakley Group, LLC
9 Employees
Location
United States
Description
The Oakley Group works directly with small businesses to manage their finances with the same respect and drive for growth that got each business' mission off the ground. Named after CEO Alyssa Fredes'...The Oakley Group works directly with small businesses to manage their finances with the same respect and drive for growth that got each business' mission off the ground. Named after CEO Alyssa Fredes' family dog, Oakley, The Oakley Group prides itself on quality relationships with clients that strives to elevate their businesses through account management, bookkeeping, financial services, operation strategy and budgets.
The Oakley Group: Always Loyal. Forever Valued.
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The Roseline Group
United States
The Roseline Group
20 Employees
Location
United States
Description
The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial planning to individuals an...The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial planning to individuals and their families, as well as closely held businesses. With well over 100 years of combined experience, we are able to draw on our wealth of technical knowledge and know-how in providing a holistic approach to serving clients.
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The Ruboyianes Company, PLLC
United States
The Ruboyianes Company, PLLC
7 Employees
Location
United States
Description
The Ruboyianes Company is a full service tax and accounting firm capable of handling all of your tax and accounting needs. Some of these services include business and personal tax preparation, Quick...The Ruboyianes Company is a full service tax and accounting firm capable of handling all of your tax and accounting needs. Some of these services include business and personal tax preparation, QuickBooks consulting, sales tax returns and monthly bill paying.
We are accessible year round and we take the time to explain how decisions and actions that yo take could affect your tax liability or your business's success.
In addition to full service tax and accounting services, we also have a full service insurance firm. Our insurance firm is an independent agancy, meaning we can price your insurance with multiple carriers in order to ensure tha you are always receiving the correct insurance at the best price.
We offer the traditional insurance services that you might be familiar with such as home and auto insurance, but we also offer insurance for almost anything you can imagine, from commercial insurance for businesses to Mexican auto insurance to special event insurance for large concerts
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The Strebel Planning Group
United States
The Strebel Planning Group
12 Employees
Location
United States
Description
The Strebel Planning Group is different from other area providers in so many ways. Most important of all, we believe, is that we are locally owned and completely independent. This means that we don't ...The Strebel Planning Group is different from other area providers in so many ways. Most important of all, we believe, is that we are locally owned and completely independent. This means that we don't answer to a home office, don't have sales quotas that result in our recommending products that are not quite right for you, and have the ability to create client fulfillment processes in response to client's needs, not those of some bureaucrat who has no understanding of our community. We subscribe to a fiduciary standard not required or aspired to by the vast majority of firms out there.
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The Virtual CPAs
United States
The Virtual CPAs
2 Employees
Location
United States
Description
Follow us and learn to manage your personal and business finances.
At The Virtual CPAs, we are a full-service CPA firm. Our team specializes in online accounting , tax , and consulting services for...Follow us and learn to manage your personal and business finances.
At The Virtual CPAs, we are a full-service CPA firm. Our team specializes in online accounting , tax , and consulting services for small businesses in various industries. We're passionate about helping entrepreneurs understand their business's financial, tax, and money management aspects. Instead of focusing solely on keeping you compliant, our team analyzes the overall business environment. This includes taking a deep dive into your industry, market, and day-to-day operations so we can guide you throughout your venture's financial life.
Our team is here to provide you with the insight, tools, and understanding to reach your professional goals no matter where you are currently as a business. At The Virtual CPAs, our top priority is to provide exceptional customer service. We've expanded our team with qualified professionals so that you can receive top-tier support and assistance with every interaction.
Our team can meet with you virtually as often as needed and provide English and Urdu services for your convenience. Contact us to schedule your complimentary consultation today.
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Third Lake Solutions, LLC
United States
Third Lake Solutions, LLC
17 Employees
Location
United States
Description
Third Lake Solutions, LLC ("TLS") provides technology-based middle and back-office solutions to affiliated entities as well as ultra-high net worth individuals and families.
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Third Road Management LLC
United States
Third Road Management LLC
36 Employees
Location
United States
Description
Third Road Management, a pioneer in the booming fractional services industry with a nationwide presence, was established in 2015 with a singular mission: to revolutionize how small to mid-sized organi...Third Road Management, a pioneer in the booming fractional services industry with a nationwide presence, was established in 2015 with a singular mission: to revolutionize how small to mid-sized organizations view and manage their financial operations. Across the nation, there are over one million organizations generating revenues under $100 million that lack the essential strategic, financial, and operational expertise needed to establish a sustainable and scalable foundation. Third Road Management addresses this challenge by offering a re-imagined CFO suite, featuring some of the most skilled Fractional CFOs and Accountants available in the market. For further information, please visit www.thirdroadmgmt.com.
At Third Road Management, our mission is to partner with growth-oriented organizations by providing a re-imagined CFO suite. Our vision not only reflects what our team values, but it also aligns with how we bring value to our clients. At our core, true harmony and success are only achieved by cultivating meaningful partnerships and relationships – this is what we bleed, this is "The TRM Way."
1. Industry Pioneers:
We are pioneers and disruptors in the financial services industry who are never satisfied with the status quo. We have a clear vision: The CFO Suite Revolutionized.
2. Partnership Focused:
We are trusted and empathetic advisors who provide continuous and confidential white-glove service to unlock our partner's full potential.
3. People Centric:
We love what we do and have fun doing it. Our world-class team embodies a culture that values integrity, service, positivity and authentic connection.
4. Process Minded:
We embrace technology, employ best practices and utilize centralized tools and training to deliver consistent operational excellence.
5. Purpose Driven:
We are driven by purpose and give back to the communities we serve. It's the right thing to do and just feels good.
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Three Butterflies Consulting
United States
Three Butterflies Consulting
6 Employees
Location
United States
Description
Our passion is to help startups succeed by building your accounting and finance function to scale from the beginning. Our team can take you from your seed to subsequent funding rounds with confidence ...Our passion is to help startups succeed by building your accounting and finance function to scale from the beginning. Our team can take you from your seed to subsequent funding rounds with confidence in your financials and operations.
We have expertise in Quickbooks online, Xero, and NetSuite. We leverage automation through Bill.com, Airbase, Gusto, Carta, Brex, and Expensify to take your business to the next level.
We build efficient, well documented, and organized processes so you can focus on growing your startup.
We have an extensive network across multiple functional areas we can leverage when you are ready to hire in house. We can support you as you grow by providing recruiting services tailored to your stage and hiring plans.
Services:
* Setting up accounting policies and processes
* Monthly financial closes and management reporting
* Budgeting and FP&A
* Scaling operations
* Fundraising preparation
* Board reporting
* Recruiting
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Thryve
United States
Thryve
3 Employees
Location
United States
Description
Mission
At Thryve, our passion energizes the essence of financial consulting. We're on a mission to empower startups and small businesses with top-tier fractional accounting, strategic CFO guidance...Mission
At Thryve, our passion energizes the essence of financial consulting. We're on a mission to empower startups and small businesses with top-tier fractional accounting, strategic CFO guidance without the costly overhead of full-time hires. With us, you're free to excel in what you do best while we handle the intricacies of financial operations and decision making as well as process creation. We are committed to impactful results, unparalleled customer service, and an enjoyable, engaging partnership. We pledge to convert our expertise into your success, transforming every financial decision into an avenue for growth and triumph. Choose Thryve as your ally in progress, and together, we will craft a path for your company to flourish."
Vision
Thryve envisions a future where every business, regardless of size, has access to premier financial expertise and sales leadership. We aim to be the backbone of business success, fostering a world where our strategic support turns our partners' visions into reality. As architects of financial innovation and growth, our goal is to set a new standard for financial and sales operations, making comprehensive and expert guidance the rule, not the exception. Through our dedication, we seek to redefine excellence in business performance, enabling our clients to not just survive but to truly thrive."
This statement projects the transformative impact Thryve aims to have on the businesses it partners with, emphasizing the goal of widespread access to high-quality financial and sales services. It positions Thryve as a catalyst for change and growth in the industry.
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Timothy Roberts & Associates, LLC
United States
Timothy Roberts & Associates, LLC
4 Employees
Location
United States
Description
Timothy Roberts & Associates, LLC (TRA) is a full-service financial management company that has been providing quality, personalized financial guidance to local individuals and businesses with experie...Timothy Roberts & Associates, LLC (TRA) is a full-service financial management company that has been providing quality, personalized financial guidance to local individuals and businesses with experience that spans over 20 years. Our expertise ranges from Basic Tax Preparation and Planning to more in-depth services such as Accounting Services, Financial Planning, Investment Management, and Business Consulting. We are a team of professionals that are experts in our specific disciplines, who work in collaboration to coordinate superior outcomes for our clients. We're here to help you strategically achieve your goals and dreams.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisery services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
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Tipping & Company
United States
Tipping & Company
5 Employees
Location
United States
Description
With Tipping & Company as your financial ally, you gain more than just a service; you acquire a partnership that is founded on integrity, transparency & a relentless pursuit of excellence. We are here...With Tipping & Company as your financial ally, you gain more than just a service; you acquire a partnership that is founded on integrity, transparency & a relentless pursuit of excellence. We are here to navigate the complexities of the financial world with you, crafting a secure future, prosperous & tailored to your unique needs & aspirations.
We specialize in providing a diversified range of services that cater to individuals & businesses while considering the ever-changing financial & regulatory environment. From accounting & taxes to audits & business consulting, we are more than just tax management.
Join us on this journey of financial empowerment & stability, where your goals become our mission & your success, our greatest reward.
Services we offer:
Tax Management Services
Premium Finance Companies (PFC) Annual Audits
DMV Compliance Annual Audits
Business and Tax Planning
Financial and Tax Planning for Businesses
International Taxation
Accounting Services
Business Valuation
Assurance and Advisory Services
Mergers, Acquisitions, and Sales
Financial Projections and Forecasts
Entity Selection and Restructuring
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TJT
United States
TJT
270 Employees
Location
United States
Description
Thomas, Judy and Tucker, P.A. has been serving clients in the Triangle and the surrounding area for more than 30 years. Our firm has 19 partners and 245+ professionals with offices located in Raleigh,...Thomas, Judy and Tucker, P.A. has been serving clients in the Triangle and the surrounding area for more than 30 years. Our firm has 19 partners and 245+ professionals with offices located in Raleigh, Durham, Wilmington and Emerald Isle, NC. We are a full service accounting firm offering audit, tax, outsourced accounting, and consulting services.
We strive to exceed client expectations by establishing a collaborative business partnership with our clients. This partnership reflects our responsiveness to client needs as well as our proactive approach to solving client issues. We have clients and employees who have been with the firm for those 34 years and we know their loyalty is a direct result of how we do business.
We provide our employees the right work/life balance that results in low staff turnover which allows us to develop continuity with our clients and helps us to really get to know our clients and their needs.
Our firm has the size and breadth of experience to handle a variety of clients doing business in diverse industries. We service clients in construction and real estate, hospitality, professional services, retail, and not-for-profit organizations.
As a large local firm, we have the unique technical resources and expertise of a larger firm combined with the personal attention and service of a local firm. Our tag line is "Building Partnerships that Deliver…"​ and that's truly what we hope to develop with all of our clients.
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TMC TAX ACCOUNTANTS
United States
TMC TAX ACCOUNTANTS
1 Employees
Location
United States
Description
Our Mission is to provide clients with exceptional tax, accounting and consulting services that are tailor made. Implementing expedient & practical solutions to manifest each client's aspirations & go...Our Mission is to provide clients with exceptional tax, accounting and consulting services that are tailor made. Implementing expedient & practical solutions to manifest each client's aspirations & goals with integrity and trust.
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Together CFO
United States
Together CFO
11 Employees
Location
United States
Description
✅ Tax Savings,
✅ Significantly Reduce Capital Gains,
✅ Efficient Wealth Transfer,
✅ Outsourced CFO's,
👉 https://TogetherCFO.com/
Together CFO has saved clients millions of dollars ...✅ Tax Savings,
✅ Significantly Reduce Capital Gains,
✅ Efficient Wealth Transfer,
✅ Outsourced CFO's,
👉 https://TogetherCFO.com/
Together CFO has saved clients millions of dollars year on year, by utilizing our advanced tax structures and not the usual loopholes most CPA's use.
Kc is a writer for Forbes Magazine and has been featured in Entrepreneur, ABC News, Fox News, CNBC, Yahoo Finance, Buzzfeed, iTunes, and many others. Kc has also spoken at MD live with Mark Moss and Quantum with Sam Ovens, the Accounting and Finance Show, and the IDEAS conference.
Schedule a call: https://calendly.com/chohan/taxsavings
Call now: (424) 255-5848
Email: support@TogetherCFO.com
Website: https://www.TogetherCFO.com/
Forbes: https://profiles.forbes.com/u/d4655fd7-92f9-45f0-94ba-5464297c3e3d
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Torres Financial Services, Inc.
United States
Torres Financial Services, Inc.
5 Employees
Location
United States
Description
Torres Financial Services, Inc. is a Texas-Registered Investment Advisory Firm based in San Antonio, TX.
Torres Financial Offers:
- Pro-active, full service Financial Advice & Consulting
- Active...Torres Financial Services, Inc. is a Texas-Registered Investment Advisory Firm based in San Antonio, TX.
Torres Financial Offers:
- Pro-active, full service Financial Advice & Consulting
- Active Investment & Asset Management
- Insurance (Health, Life, Disability, Long Term Care)
- Money Management Services & Bill Pay
- Account Aggregation and Reporting
- Tailored Retirement Plans for Businesses
- Cash Flow Management & Bookeeping
- Retirement Income Planning
- Estate Planning
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Total Business Care, LLC
United States
Total Business Care, LLC
10 Employees
Location
United States
Description
Total Business Care (TBC) is in the business of helping clients start and grow their ventures, develop personal net worth, and then retain or transfer the wealth they generated through their ventures....Total Business Care (TBC) is in the business of helping clients start and grow their ventures, develop personal net worth, and then retain or transfer the wealth they generated through their ventures. Completing these actions requires the professionals of TBC to guide clients in business and tax processes.
TBC provides an array of financial services as firms grow including computerized financial systems, financial statements with analysis, plus loan procurement and other funding. We also provide assistance with software selection and training.
We are proud of our staff, a team whose goal is the success of our clients. We have a group of expert professionals who can address the wide range of problems small business owners encounter as they proceed through the growth stages of their business or professional practice. With offices conveniently located in Fremont and Pleasanton, CA, TBC can help you manage your finances and ensure you achieve your financial goals.
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Trak Financial Services
United States
Trak Financial Services
1 Employees
Location
United States
Description
Business Valuations, Business Brokering, Accounting, Tax, Business Coaching, CFO Services, Equipment Appraisals.
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Transparity Group
United States
Transparity Group
3 Employees
Location
United States
Description
N/A
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Treadwell Consulting Group
United States
Treadwell Consulting Group
2 Employees
Location
United States
Description
Treadwell Accounting and Consulting, LLC is an accounting and consulting firm specializing in CFO and back-office finance support for today's entrepreneurs and small business owners. Our firm speciali...Treadwell Accounting and Consulting, LLC is an accounting and consulting firm specializing in CFO and back-office finance support for today's entrepreneurs and small business owners. Our firm specializes in the technology, marketing, and e-commerce businesses.
Through the use of integrated and secured cloud-based technology, our firm is able to provide 24/7 real-time reporting. Our service offerings include the following:
- Outsourced CFO Services
- Financial Reporting
- Bookkeeping
- A/P and Expense Reporting
- Payroll
- Tax Preparation
- Cash flow management
- Business plan development and Case Studies
- Investor and Board of Directors Reporting
- And More
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Treaty Oak Financial Services
United States
Treaty Oak Financial Services
9 Employees
Location
United States
Description
Welcome to Treaty Oak, your dedicated partner in navigating the accounting and financial landscape with ease and precision. Based in the heart of Austin, Texas, we pride ourselves on our customer-cent...Welcome to Treaty Oak, your dedicated partner in navigating the accounting and financial landscape with ease and precision. Based in the heart of Austin, Texas, we pride ourselves on our customer-centric approach, ensuring every interaction is friendly, tailored to your needs, and as responsive as it gets. Embracing the latest in accounting technology, we guarantee innovative solutions that save you time and enhance your decision-making. With our team, expect nothing less than swift, clear, and proactive communication, because your financial clarity is our top priority.
The CPA for Psychotherapists
The Farese Group
The Financial Soul
The Morrison Firm, LLC
The Network Firm
The Oakley Group, LLC
The Roseline Group
The Ruboyianes Company, PLLC
The Strebel Planning Group
The Virtual CPAs
Third Lake Solutions, LLC
Third Road Management LLC
Three Butterflies Consulting
Thryve
Timothy Roberts & Associates, LLC
Tipping & Company
TJT
TMC TAX ACCOUNTANTS
Together CFO
Torres Financial Services, Inc.
Total Business Care, LLC
Trak Financial Services
Transparity Group
Treadwell Consulting Group
Treaty Oak Financial Services