Woodstock Corporation is a privately-owned wealth management firm. We provide highly personalized portfolio management services, financial counseling, personal trust and fiduciary services, and invest...Woodstock Corporation is a privately-owned wealth management firm. We provide highly personalized portfolio management services, financial counseling, personal trust and fiduciary services, and investment services to high-net-worth individuals and their families, trustees, corporations, and philanthropic institutions. As one of Boston's oldest private wealth management firms, Woodstock has a clear and straightforward mission: to create and preserve wealth for our clients. We formulate an investment strategy and provide the asset management services that we believe will best help clients achieve goals and secure their financial future.
Woodstock is dedicated to meeting or exceeding expectations, both in terms of investment performance and with the array of financial and advisory services we offer. We are committed to delivering unparalleled service, and as registered investment advisors and fiduciaries, we are required to put our clients' needs ahead of our own. We provide frequent communication, encouraging the kind of open exchange that builds confidence in us as trusted advisors and that fosters peace of mind for those we serve. As a fee-only firm, our goals are aligned with yours.
We invite you to learn more about how we can put our experience to work for you.
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Woodward & Associates, Inc.
United States
Woodward & Associates, Inc.
33 Employees
Location
United States
Description
Woodward & Associates, Inc. is a full-service accounting firm currently representing over 300 automobile dealerships across the United States. We are dedicated to providing our clients with profession...Woodward & Associates, Inc. is a full-service accounting firm currently representing over 300 automobile dealerships across the United States. We are dedicated to providing our clients with professional, personalized service and guidance in a wide range of tax, financial and business needs.
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WSRP, LLC
United States
WSRP, LLC
110 Employees
Location
United States
Description
"WSRP" is the brand under which WSRP, LLC, and WSRP Advisory LLC provide professional services to their respective clients.
WSRP, LLC, and WSRP Advisory LLC operate together in an alternative pract..."WSRP" is the brand under which WSRP, LLC, and WSRP Advisory LLC provide professional services to their respective clients.
WSRP, LLC, and WSRP Advisory LLC operate together in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. WSRP, LLC, is a licensed CPA firm that independently provides attest and other assurance services to its clients. WSRP Advisory LLC and its subsidiary entities provide non-attest service, such as tax and business advisory services to their clients. While WSRP Advisory LLC and its subsidiary entities may employ certified public accountants, they are not licensed CPA firms.
The entities falling under the WSRP brand are independently owned and operated, and are not liable for the services provided by any other entity providing services under the WSRP brand. Our use of the terms "our Firm" and "we" and "us" and terms of similar import, denote the alternative practice structure of WSRP, LLC, and WSRP Advisory LLC.
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Wymer Brownlee Wealth Strategies
United States
Wymer Brownlee Wealth Strategies
50 Employees
Location
United States
Description
Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting. We help families, individuals and busine...Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting. We help families, individuals and businesses develop and follow through on clear, purposeful plans to achieve their goals – financial or otherwise. As an independent firm, we're not driven by sales quotas or commissions; our financial plans are tailored to each client's unique needs.
With humble roots as a tax and accounting firm, Wymer Brownlee was founded in Fairview, Oklahoma in 1969. After years of operating out of a converted garage, we expanded into Enid before taking on Bartlesville, Tulsa, Oklahoma City, and Perry. Now with a holistic service offering, seven offices and more than 50 employees across the state, we're no stranger to hard work.
We believe our business is not about the money. It's about helping clients build richer lives by accumulating the assets that truly hold value – purpose, relationships and life experiences. It's our "why" to help you find yours.
Securities offered through Avantax Investment Servicesâ„ , Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Servicesâ„ . Insurance services offered through an Avantax affiliated insurance agency.
Please visit www.avantaxwealthmanagement.com/social_policy for more information.
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Yellowbook-CPE.com
United States
Yellowbook-CPE.com
7 Employees
Location
United States
Description
Earn Your 24 Yellow Book Hours 24 Hours a Day!
CPE doesn't have to be boring to be relevant. Let the authors at YellowBook-CPE keep you up-to-date in an enjoyable way.
No need to spend a lot of ...Earn Your 24 Yellow Book Hours 24 Hours a Day!
CPE doesn't have to be boring to be relevant. Let the authors at YellowBook-CPE keep you up-to-date in an enjoyable way.
No need to spend a lot of money on travel because the CPE can come to you on your schedule.
Come back often to check out our latest offerings: www.Yellowbook-CPE.com
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Your Front eOffice, Inc
United States
Your Front eOffice, Inc
5 Employees
Location
United States
Description
We are more than financial and back office experts; we're adept at recognizing the distinct essence of every business. That's why we bring together the right blend of individuals, cutting-edge technol...We are more than financial and back office experts; we're adept at recognizing the distinct essence of every business. That's why we bring together the right blend of individuals, cutting-edge technology, and tailored ideas that align precisely with your industry, your company's evolution, and your unique culture.
Our strength lies in our industry-savvy experts and refined best practices developed over years. Leveraging cloud-based software tailored to your industry and business size, we meticulously handpick individuals with the precise skills and technology to resolve your pain points. There's no one-size-fits-all here; it's about finding the perfect fit for you.
Virtual Locations IL, TN, FL
Serving Clients Since 2006
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Ypsom Partners
Switzerland
Ypsom Partners
3 Employees
Location
Switzerland
Description
N/A
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Zaslove Accounting
United States
Zaslove Accounting
3 Employees
Location
United States
Description
🚀 Empowering Entrepreneurs to Unleash Their Business Potential through Tax Strategy and Cash Flow Guidance 📈. Let's Unlock Limitless Possibilities TogetherðŸ¤
At Zaslove Accounting, we are y...🚀 Empowering Entrepreneurs to Unleash Their Business Potential through Tax Strategy and Cash Flow Guidance 📈. Let's Unlock Limitless Possibilities TogetherðŸ¤
At Zaslove Accounting, we are your trusted financial partner on the journey to financial success. Our mission is to empower entrepreneurs and businesses to take control of their finances, transform their dreams into realities, and thrive in the competitive landscape. Zaslove Accounting is not just a financial services firm; we are your trusted partner on your entrepreneurial journey.
Our Services for you:
📊 Fractional CFO Services: I provide strategic financial insights, helping you make data-driven decisions to optimize cash flow, growth plan, and achieve your business goals.
💰 Tax Strategy: From monthly tax planning to annual returns, I ensure your financials are in order, keeping you compliant and helping you maximize your tax advantages.
💻 1:1 Consulting: Whether you're just starting or need guidance on complex financial matters, my 1:1 consulting services are designed to answer all your tax, business, and finance questions efficiently and effectively.
📚 Za DIY Bookkeeping Course: For those who want to take control of their financial destiny, our DIY Bookkeeping Course empowers you to handle your bookkeeping confidently.
🤠Our Commitment:
We understand the challenges that entrepreneurs and businesses face when it comes to finances. That's why we are committed to removing intimidation from your finances, making financial decisions more accessible and more effective.
👥 Our Team:
Our team consists of passionate and knowledgeable professionals dedicated to your financial success. We believe in the power of collaboration and are here to be your teammate, business partner, cheerleader, and trusted advisor.
Let's connect and explore how we can unlock limitless possibilities for your business. Together, we can turn your dreams into financial realities. 🚀🌟
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Zen Associates
United States
Zen Associates
4 Employees
Location
United States
Description
Focus on growing your business while we handle the complexities of bookkeeping, tax preparation, and optimizing your tax credits. Tailored for business owners, startup founders, and high net worth ind...Focus on growing your business while we handle the complexities of bookkeeping, tax preparation, and optimizing your tax credits. Tailored for business owners, startup founders, and high net worth individuals seeking efficient financial management.
Need expert financial guidance? Contact us at (408) 286-3200 or email helene@zen-associates.com. Let's make your financial management effortless and effective.
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Zen Divorce Solutions
United States
Zen Divorce Solutions
1 Employees
Location
United States
Description
Helping couples amicably identify, evaluate, and equitably divide assets in a fair and respectful manner during divorce to achieve a peaceful financial separation.
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Zeni
United States
Zeni
370 Employees
Location
United States
Description
Zeni is an AI bookkeeping software backed by a dedicated finance team. With a comprehensive suite of financial tools and services, you can leverage automation to save 70 hours per month and increase t...Zeni is an AI bookkeeping software backed by a dedicated finance team. With a comprehensive suite of financial tools and services, you can leverage automation to save 70 hours per month and increase the accuracy of your financial operations.
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ZenLedger
United States
ZenLedger
23 Employees
Location
United States
Description
ZenLedger is the leading software focused on cryptocurrency tax management and accounting.
ZenLedger's platform helps both crypto investors and tax professionals with tax filings and financial ana...ZenLedger is the leading software focused on cryptocurrency tax management and accounting.
ZenLedger's platform helps both crypto investors and tax professionals with tax filings and financial analysis by providing a digital workflow to simplify, optimize, and automate the tax and accounting process.
Founded in 2017, and built by industry veterans in technology, finance, and accounting, ZenLedger helps investors stay compliant by aggregating user transaction information across thousands of exchanges, wallets, and tokens into one simple dashboard. ZenLedger makes it easy to calculate tax liability and make financial decisions by offering direct integration support for over 400+ exchanges, 40+ blockchains, 20+ DeFi protocols, and all wallets.
The company has grown customer and revenue 500% YoY and has now exceeded $5 billion in cryptocurrency transactions processed.
Drop us a line at hello@zenledger.io.
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Zinman & Company
United States
Zinman & Company
23 Employees
Location
United States
Description
Zinman and Company provides financial advice, management, and specialty business consulting services.
Our seven primary service offerings include: (1) Accounting, (2) Tax Advisory, (3) Financial M...Zinman and Company provides financial advice, management, and specialty business consulting services.
Our seven primary service offerings include: (1) Accounting, (2) Tax Advisory, (3) Financial Management, (4) Financial Litigation Support, (5) Business Consulting, (6) Human Resources Consulting, and (7) Technology Solutions.
If you would like to learn more about how Zinman and Company can help your business, contact us at info@thecpa.com or 215.357.2250.
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180 Resolutions
United States
180 Resolutions
5 Employees
Location
United States
Description
N/A
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1st Global
United States
1st Global
250 Employees
Location
United States
Description
Sustainable Growth Strategies for Leading CPA Firms
High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement...Sustainable Growth Strategies for Leading CPA Firms
High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies.
For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients.
Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms.
If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.
Research • Consulting • Education • Technology
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.org
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
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360Private
Australia
360Private
25 Employees
Location
Australia
Description
360Private is a proudly South Australian accounting and financial planning company serving a diverse clientele since 1986. We provide a variety of solutions, including Strategic Advice, Tax & Busines...360Private is a proudly South Australian accounting and financial planning company serving a diverse clientele since 1986. We provide a variety of solutions, including Strategic Advice, Tax & Business Services, Investment & Portfolio Advice, Superannuation, Risk Advice and Legal & Estate Planning.
Our legacy of trust and professionalism spans decades, with lasting relationships being at the core of our ethos. We cherish the trust our clients place in us and strive to exceed their expectations at every turn. Our reputation as a reliable and empathetic financial partner is built on the countless success stories of clients who have achieved their goals with our guidance.
We are a forward-thinking firm, constantly evolving to meet the changing needs of our clients and the broader financial landscape. We stay up-to-date with the latest trends, technologies, and regulations to ensure we deliver best-in-class service and advice.
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3P Corporation Ltd
Australia
3P Corporation Ltd
25 Employees
Location
Australia
Description
At 3P we have a PASSION for PEOPLE to PROSPER.
We take a powerful, relationship-based approach from the top to the bottom of each of the 3P service delivery pillars. The 3P service-delivery vision,...At 3P we have a PASSION for PEOPLE to PROSPER.
We take a powerful, relationship-based approach from the top to the bottom of each of the 3P service delivery pillars. The 3P service-delivery vision, intention, strategy and ideology are bolted, ready to power our passion for people to prosper.
Soon you will see the launch of a broad offering ranging from financial services to legal to accounting to property investment in Melbourne with an aggressive growth plan for other parts of Australia.
It's a game changer; it's a deliberate strategy to create prosperity financially and in other aspects of life!
At 4Wealthfg, we collaborate closely with our clients to provide tailored and innovative business solutions. Our integrated approach encompasses a comprehensive range of services, including tax strate...At 4Wealthfg, we collaborate closely with our clients to provide tailored and innovative business solutions. Our integrated approach encompasses a comprehensive range of services, including tax strategies, estate planning, insurance, investment programs, and marketing services. We are dedicated to enhancing both your professional and personal financial well-being.
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5 Financial
Australia
5 Financial
25 Employees
Location
Australia
Description
5 Financial is a complete and integrated financial advisory firm based in Sydney Australia.
As a boutique practice, we are privately owned by people who work in our business. Our wealth management...5 Financial is a complete and integrated financial advisory firm based in Sydney Australia.
As a boutique practice, we are privately owned by people who work in our business. Our wealth management arm, 5 Wealth Management Pty Ltd has its own Australian Financial Services and Credit License Number 314889. Please visit our website www.5financial.com.au to learn more.
Our services include wealth management, tax and accounting, finance, aged care advisory, estate planning and self managed superannuation funds.
Having been in business since 1988, our goal is to help each of our clients to feel clear and confident about their finances through smart strategies and personalised advice.
The content posted here is designed to help prospective clients and staff to get a clearer picture of our approach, and how they stand to benefit by what we offer.
Find out more about us by visiting our website, www.5financial.com.au.
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6Accounting
United States
6Accounting
5 Employees
Location
United States
Description
★ ★ ★ We help PR's, conservators, trustees, and executors who are overwhelmed with their court-ordered fiduciary requirements to reclaim their lives by providing estate/trust accountings, income...★ ★ ★ We help PR's, conservators, trustees, and executors who are overwhelmed with their court-ordered fiduciary requirements to reclaim their lives by providing estate/trust accountings, income tax preparation, and professional fiduciary services.★ ★ ★
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A & T Partners - Accountants en Belastingconsulenten - ACCOUNTING & TAX PARTNERS BVBA
Belgium
A & T Partners - Accountants en Belastingconsulenten - ACCOUNTING & TAX PARTNERS BVBA
25 Employees
Location
Belgium
Description
Welkom bij A & T Partners - Accountants en Belastingconsulenten, een middelgroot accountantskantoor gevestigd in Heverlee (Leuven).
Wij bieden een breed scala van professionele dienstverlening aan ...Welkom bij A & T Partners - Accountants en Belastingconsulenten, een middelgroot accountantskantoor gevestigd in Heverlee (Leuven).
Wij bieden een breed scala van professionele dienstverlening aan K.M.O.'s in diverse sectoren.
Onze gespecialiseerde dienstverlening gaat veel verder dan het voeren van een kwaliteitsvolle boekhouding, aangepast aan de aard en de omvang van de onderneming.
Naast onze expertise op fiscaal en boekhoudkundig vlak, begeleiden en adviseren wij ondernemingen en bedrijfsleiders op financieel en vennootschapsrechtelijk vlak, geven wij advies bij investeringsprojecten, herstructureringen, waarderingen, overname of overdracht van een onderneming, successieplanning, fiscale optimalisaties, e.d.m.
Ons team van ervaren medewerkers heeft een diepe en uitgebreide kennis van de sectoren die wij servicen. Dit laat ons toe om professionele en aangepaste adviezen te verlenen.
Zo beschikken we over een team van specialisten met uitgebreide kennis van o.a. de apotheeksector, waar we sinds jaren als toonaangevend kantoor tal van apotheken ondersteunen en begeleiden met de uitbouw en het succesvoller maken van hun apotheek.
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A K Reddy & Co
India
A K Reddy & Co
5 Employees
Location
India
Description
A Chartered Accountancy firm from Hyderabad having branches in Bengaluru, Bhubaneswar, Ongole and Anantapur. Besides having presence in traditional practice lines of Audit & Assurance, we offer the f...A Chartered Accountancy firm from Hyderabad having branches in Bengaluru, Bhubaneswar, Ongole and Anantapur. Besides having presence in traditional practice lines of Audit & Assurance, we offer the following solutions:
- Advanced accounting practices like IFRS, IndAS, UGAAP.
- Risk focussed internal audit
- Process re-engineering for cost optimisation
- Corporate structuring for better compliance, tax management etc
- Mentoring start up entities to take them through the growth path
- Setting up of accounting systems and reporting systems through ERPs or otherwise
- Tax structuring including tax effective compensation structuring, direct taxes and indirect taxes, internation taxation and transfer pricing.
- CFO services
Our team includes professionals experienced with Big4 audit firms with strong understanding of best practices in accounting, internal control environment and financial reporting. Our team also includes Company Secretaries providing solutions in various corporate secretarial matters including, but not limited to, Companies Act, FEMA, NBFC regulations, ESOP, SEBI etc. Our team also includes fund syndication professionals. So, in all, we can act as one stop solution for all your business needs.
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A Tax International Ltd.
Slovenia
A Tax International Ltd.
25 Employees
Location
Slovenia
Description
Tax, finance, accounting, legal and IT consulting company, based in Ljubljana, Slovenia. Multidisciplinary approach to consulting is our key motto in providing top quality services for our customers.
...Tax, finance, accounting, legal and IT consulting company, based in Ljubljana, Slovenia. Multidisciplinary approach to consulting is our key motto in providing top quality services for our customers.
A Tax International offers a modern solution for management of compliance tasks in corporations. Our client do not just get a team of experts for a specific area of expertise, but contracts a whole network of service providers with local insight and global experience. By taking responsibility for the entire process rather than handling a separate function, and offering active cooperation with other divisions and departments of the corporation, ATI is able to create an over-all positive impact on the operations and finances of its clients.
Woodstock Corporation
Woodward & Associates, Inc.
WSRP, LLC
Wymer Brownlee Wealth Strategies
Yellowbook-CPE.com
Your Front eOffice, Inc
Ypsom Partners
Zaslove Accounting
Zen Associates
Zen Divorce Solutions
Zeni
ZenLedger
Zinman & Company
180 Resolutions
1st Global
360Private
3P Corporation Ltd
4Finance
4WEALTH® FINANCIAL GROUP, LLC
5 Financial
6Accounting
A & T Partners - Accountants en Belastingconsulenten - ACCOUNTING & TAX PARTNERS BVBA
A K Reddy & Co
A Tax International Ltd.
A. E. Pepe Consultoria Empresarial Ltda.