Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence.
We're based in Brooklyn but have ...Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence.
We're based in Brooklyn but have employees and clients all over the world.
We help our clients get their financial lives together, make smart moves with the money they have, and make smart plans for what's to come. We advise on a vast array of strategies in our comprehensive financial planning process.
The F.I. in Brooklyn F.I. stands for Financial Independence. The central idea at the core of our planning practice is that money is just a tool to live your best life.
We know something most financial advisors and planners don't know—that a passion is more important than a salary. We like to think that we specialize in turning side hustles into nest eggs.
As financial planners, we seek to provide a holistic picture of your net worth and a path to financial independence at any age. We'll take care of everything from raising your credit score to funding your retirement.
By becoming a Brooklyn FI client, you're joining a network of creative and technology professionals who are succeeding, not just scraping by.
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Brotemarkle, Davis & Co LLP
United States
Brotemarkle, Davis & Co LLP
22 Employees
Location
United States
Description
BDCo is a different kind of accounting and advisory firm. What makes us different?
Just ask some of our former students (winery owners and their teams) who have been trained in winery accounting u...BDCo is a different kind of accounting and advisory firm. What makes us different?
Just ask some of our former students (winery owners and their teams) who have been trained in winery accounting using our case study, www.lecourougewinery.com.
Or ask our employees who are trained and certified in Strategic Performance Management by Mentor Plus.
Or ask members of our community who have worked with us to spread financial education through Junior Achievement or who've had personal contact with our managing partner and his work with Aaron, the comfort dog.
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Burnett Advisors
United States
Burnett Advisors
8 Employees
Location
United States
Description
At Burnett Advisors, we redefine the standard for accounting firms. Going above and beyond traditional services, we provide a comprehensive solution for personalized financial, legal, and value-added ...At Burnett Advisors, we redefine the standard for accounting firms. Going above and beyond traditional services, we provide a comprehensive solution for personalized financial, legal, and value-added tax planning. Our cutting-edge cloud-based platform facilitates real-time, collaborative workflow management.
Our unique blend of multidisciplinary experience will put you at ease and give you the confidence and comfort of knowing you have a dedicated team working in partnership with you through life's transitions. Put your trust in us to help DIRECT your financial life, PROTECT your wealth, and GROW your business, so you can achieve the life you've envisioned.
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Business GPS, LLC
United States
Business GPS, LLC
20 Employees
Location
United States
Description
In the midst of a challenging economic environment, businesses across the country are under pressure to maintain a competitive edge and many are struggling just to sustain operations. At Business GPS ...In the midst of a challenging economic environment, businesses across the country are under pressure to maintain a competitive edge and many are struggling just to sustain operations. At Business GPS our job is to help you navigate this new, more challenging, business era. We are dedicated to solving your financial issues within a budget that works for you and grow your business to the place you know it can be.
We are a comprehensive Business Consulting Firm that specializes in::
Business Turnarounds
Debt Mitigation
Capitalization
Management Consulting
Financial Restructuring
Risk Management
Recent Client Successes:
A package delivery company in California took a Merchant Cash Advance (MCA) over $130,000 to cover cash flow issues cause by an IRS tax levy. The daily payment of $463 was unsustainable after the IRS seized over half the funds and payroll used the rest. Business GPS restructured the MCA to a weekly payment of $568 payable over 178 weeks. Daily ACH of $463 ($2,315 per week) restructured into a weekly ACH of $568 payable over three and a half years (86% savings per week).
A landscaping company in Florida took a MCA to bridge the cash flow gap created during his off-season. The lender layered on another MCA, which left our Client with less money and higher rates than before. Business GPS settled the MCA of $204,000 for a one-time, lump sum payment of $72,000. Daily ACH of $662 due over 432 days settled with 2 months of no payments and a final payment of $72,000, saving our client $132,000 (65% savings!).
A large Software company in Virginia had a dispute with their hardware facility for over $2,500,000. Business GPS negotiated a deal in which the entire liability was removed in exchange for a number of unprofitable accounts, which were costing the company over $100,000 per month. $2,500,000 liability eliminated and cash flow savings created from the elimination of unprofitable accounts (100% savings!).
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C&S Finance Group
United States
C&S Finance Group
4 Employees
Location
United States
Description
At C&S Finance Group, we specialize in providing a comprehensive range of financial services tailored to meet the unique needs of our clients. From tax preparation and U.S. business formation to ITIN ...At C&S Finance Group, we specialize in providing a comprehensive range of financial services tailored to meet the unique needs of our clients. From tax preparation and U.S. business formation to ITIN acquisition and outsourced CFO services, our aim is to empower individuals and businesses to navigate complex financial landscapes with confidence, ensuring compliance, strategic growth, and financial stability.
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Canyon Oak Financial
United States
Canyon Oak Financial
5 Employees
Location
United States
Description
When you picture your life, what do you see? A thriving business? Vacationing around the world? A dinner table full of family and friends? We want to hear about it because we want to help make it happ...When you picture your life, what do you see? A thriving business? Vacationing around the world? A dinner table full of family and friends? We want to hear about it because we want to help make it happen. Through tax-smart financial planning, we'll provide a roadmap to your goals for the future and the data, training, and support to help keep you on track.
Financial advisors offering securities through Cetera Financial Specialists LLC (doing insurance in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisors. Cetera is under separate ownership from any other named entity.
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Clark Schaefer Hackett
United States
Clark Schaefer Hackett
620 Employees
Location
United States
Description
Clark Schaefer Hackett is more than an accounting and advisory firm; we're striving to be your most valued advisor. We accomplish this through becoming an extension of your team in areas such as finan...Clark Schaefer Hackett is more than an accounting and advisory firm; we're striving to be your most valued advisor. We accomplish this through becoming an extension of your team in areas such as financial, technological, operational, and human resources. We're passionate about client service, so we regularly share articles, resource guides and webinars that help you boost profits, manage risk, and improve performance.
Founded in 1938, we're a Top 100 Accounting and Advisory Firm, operating 10 offices in Cincinnati, Blue Ash, Cleveland, Columbus, Miami Valley, Springfield, Northern Kentucky, Toledo, East Lansing, and Mumbai. From these locations, we serve clients throughout the United States.
Clark Schaefer Consulting and Clark Schaefer Strategic HR, are brand extensions under our master brand, Clark Schaefer Hackett. Learn more on our websites: cshco.com, clarkschaefer.com, and strategichrinc.com.
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Consero Global
United States
Consero Global
1600 Employees
Location
United States
Description
Consero Global, backed by BV Investment Partners, is the pioneer of Finance as a Service (FaaS), disrupting how Investment Managers and PE/VC-backed software, business services, and healthcare firms, ...Consero Global, backed by BV Investment Partners, is the pioneer of Finance as a Service (FaaS), disrupting how Investment Managers and PE/VC-backed software, business services, and healthcare firms, as well as nonprofit organizations, set up and scale their finance departments.
Consero's FaaS model integrates cutting-edge technology, processes, and people into a fully-managed solution, delivering precise financial visibility, improved operational scalability, and a lower, more predictable cost structure.
We've expanded our services to meet our partners' needs at every stage of growth:
-FlexFinance: You keep your finance & accounting systems, Consero manages the back-office processes
-FlexResources: Leverage our skilled finance & accounting staff to support back-office operations
-Advisory Services: CFO Advisory Services, FP&A and Reporting, and Technical Accounting & Clean-Up
Watch our video here to learn more: https://conseroglobal.com/resources/consero-offers-finance-accounting-expertise-for-every-stage-of-your-company/
Over 80% of the 300+ operating companies that we partner with are backed by leading private equity and venture capital investors.
Optimize costs, improve productivity, and increase your team's focus on higher-value activities with Consero.
Contact us at: https://conseroglobal.com/request-a-consultation/
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Cosgrove Accounting LLC
United States
Cosgrove Accounting LLC
2 Employees
Location
United States
Description
Providing accounting, bookkeeping and taxation services to small-to-mid-size businesses and individuals.
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CREATING ANSWERS, LLC
United States
CREATING ANSWERS, LLC
16 Employees
Location
United States
Description
At Creating Answers, we offer an outside the box hybrid model of external Chief Financial Officer services and financial coaching. In conjunction with this we offer bookkeeping, financial analytics, c...At Creating Answers, we offer an outside the box hybrid model of external Chief Financial Officer services and financial coaching. In conjunction with this we offer bookkeeping, financial analytics, cash flow projections, budget composition, and much more. And we make it fun!
When it comes to financial support, one size doesn't fit all. That's why we customize a package based on you or your organization's needs and budget. We'll listen to your ideas, goals, and challenges and create your financial clarity path. We look, see and tell the truth about your finances through consistent communication and the use of creative financial tools.
We consider ourselves partners in the businesses, organizations and families we work with.
Whether you are an individual, an entrepreneur, or living in the not-for-profit world, we make a great addition to your financial team.
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Crunchfirm
United States
Crunchfirm
18 Employees
Location
United States
Description
Crunchfirm works exclusively with VC-backed startups, providing accounting, finance and CFO services.
As a partner who scales in tandem with you, Crunchfirm is your one-stop, full-stack finance par...Crunchfirm works exclusively with VC-backed startups, providing accounting, finance and CFO services.
As a partner who scales in tandem with you, Crunchfirm is your one-stop, full-stack finance partner from the early days of your entrepreneurial journey.
Built by - and for - entrepreneurs & startups.
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CurioVision Financial
United States
CurioVision Financial
4 Employees
Location
United States
Description
CurioVision Financial provides intuitive insights to small business clients through accounting, advisory services and software solutions. We combine data-backed decision support, clean visualizations,...CurioVision Financial provides intuitive insights to small business clients through accounting, advisory services and software solutions. We combine data-backed decision support, clean visualizations, and business intelligence to support the economy of small, independent businesses.
CurioVision Financial is the parent company of BridalVision Financial. BridalVision helps bridal stores chart a path towards a thriving, impactful business through financial advisory services, accounting, and business intelligence software.
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Darnall, Sikes & Frederick CPAs
United States
Darnall, Sikes & Frederick CPAs
110 Employees
Location
United States
Description
In the world of business, problems arise every day. A simple mistake in financial reporting can lead to consequences that set your business back. Keep your business moving forward with Darnall, Sikes ...In the world of business, problems arise every day. A simple mistake in financial reporting can lead to consequences that set your business back. Keep your business moving forward with Darnall, Sikes & Frederick. We apply our technical expertise to a complete range of accounting and financial services in order to provide you with the security your business needs.
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Davis & Hodgdon Associates CPAs
United States
Davis & Hodgdon Associates CPAs
41 Employees
Location
United States
Description
With locations in Williston and Rutland, Vermont, Davis & Hodgdon Associates CPAs is proud to serve as consultants to Vermont's entrepreneurs and the residents of Vermont. We are committed to helping...With locations in Williston and Rutland, Vermont, Davis & Hodgdon Associates CPAs is proud to serve as consultants to Vermont's entrepreneurs and the residents of Vermont. We are committed to helping our clients achieve their professional and personal goals. Our proactive approach is just one of the things that makes us more than just an accounting firm, we counsel our clients on a wide range of financial and management issues, resulting in better decision making and more confidence in your success.
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360 Financial Group
United States
360 Financial Group
8 Employees
Location
United States
Description
360 Financial Group takes that vision to a new level. We have a variety of services to help the diverse selection of individuals, professionals and small business owners that represent our client base...360 Financial Group takes that vision to a new level. We have a variety of services to help the diverse selection of individuals, professionals and small business owners that represent our client base. We provide holistic, year-round counseling to maximize tax savings, manage cash flow, and develop profits.
Here is a list of services we provide for Individuals & Families and Small Businesses:
Tax Services
Wealth Management
Financial Planning & Consulting
Accounting Services
Small Business Counseling
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All In One Financial and Consulting
United States
All In One Financial and Consulting
2 Employees
Location
United States
Description
All In One Financial and Consulting is dedicated to contributing to your personal and business goals by pairing you with a qualified and licensed professional to lead you toward your financial target(...All In One Financial and Consulting is dedicated to contributing to your personal and business goals by pairing you with a qualified and licensed professional to lead you toward your financial target(s) through our cutting edge services.
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Armanino LLP
United States
Armanino LLP
3000 Employees
Location
United States
Description
Armanino is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to ou...Armanino is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.
Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year.
We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
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Artists Business Management Group, Inc.
United States
Artists Business Management Group, Inc.
9 Employees
Location
United States
Description
ABMG, Inc is a privately held accounting and business management company based in Woodland Hills, CA with 2 additional offices in Newbury Park and Carlsbad, CA. We have 30+ years of credible history p...ABMG, Inc is a privately held accounting and business management company based in Woodland Hills, CA with 2 additional offices in Newbury Park and Carlsbad, CA. We have 30+ years of credible history providing high quality and specialized services in accounting and business management.
We provide each and every client with a range of information and solutions. We offer a range of accounting services: tax return preparation, financial planning, bookkeeping, sales tax and other services to insure financial health for the entirety of our client's portfolio.
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Bald Ginger
United States
Bald Ginger
3 Employees
Location
United States
Description
Founded in February of 2018, Bald Ginger has quickly grown to serve over 25 clients in the Austin, Texas area. Focus industries include hospitality, restaurants, food and beverage, beer, wine, spirits...Founded in February of 2018, Bald Ginger has quickly grown to serve over 25 clients in the Austin, Texas area. Focus industries include hospitality, restaurants, food and beverage, beer, wine, spirits, and consumer services. Ed Hattrup (the "Bald Ginger" and founder) is a finance director and small business advisor with nearly 15 years experience. So often business owners leave financial analysis to tax time, or at the bare minimum, to comply with legal requirements. The Bald Ginger team provides everything from bookkeeping, payroll execution and invoice management to CFO consulting. So often business owners leave financial analysis to tax time, or at the bare minimum, to comply with legal requirements. We help growing businesses make fact-based decisions in managing the day-to-day.
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Barnes Dennig
United States
Barnes Dennig
220 Employees
Location
United States
Description
Barnes Dennig has earned a reputation for outstanding accounting, tax and advisory services – as illustrated by the number of national and local awards for innovation, responsiveness and overall sat...Barnes Dennig has earned a reputation for outstanding accounting, tax and advisory services – as illustrated by the number of national and local awards for innovation, responsiveness and overall satisfaction. Highly-specialized professionals with expertise in assurance, internal controls, international tax and numerous other disciplines provide insight and ideas to business owners in the region. See why we are the right answer for middle-market, closely-held businesses.
We offer a complete array of professional services that includes financial reporting, financial analysis, domestic and international tax services, pension / 401(k) / 403(b) planning and business advisory services.
Our consulting expertise includes financial and estate planning, valuation and investigational accounting services and profit improvement. Barnes Dennig has earned a reputation for outstanding client service – as illustrated by the number of national and local awards for innovation, responsiveness, and overall satisfaction. This client-focused dedication is underscored by 50 years of building business in this area. Time and again we have proven we are the right answer for middle-market, closely-held businesses.
To best serve the diversity of industries in which our clients do business, we have organized our firm into several industry focused teams: Construction, Healthcare, Manufacturing, Not-for-Profit, Real Estate, and Wholesale/Distribution.
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Bederson LLP
United States
Bederson LLP
53 Employees
Location
United States
Description
Bederson is a regional accounting and business advisory firm established in 1937. Investment advice is NOT part of the the suite of services provided by the Firm.
The firm maintains an impeccable ...Bederson is a regional accounting and business advisory firm established in 1937. Investment advice is NOT part of the the suite of services provided by the Firm.
The firm maintains an impeccable peer review record for its high standard quality control practice, and consistently attains top recognition by NJ's legal community for specialized areas of accounting.
Bederson provides customized solutions in accounting, tax, audit and related financial advisory services to privately-held business owners. The firm also provides expert domestic and international tax services. Bederson's client service group includes distribution, manufacturing, professional services, np, private schools, construction, subsidized housing (HUD), restaurants and more. Each practice leader is an industry specialist who provides knowledge and guidance on industry specific challenges. The firm also serves high net worth individuals.
Bederson's Insolvency and Litigation Services Division includes a professional staff dedicated to insolvency and litigation services such as forensic accounting, expert witness testimony, business valuations, research and analysis of financial data, all facets of turnaround and workouts, participation in ADR and other forensic matters. Bederson received FBI recognition for work on one of the largest bankruptcy fraud cases in NJ's history.
Bederson has been named to the NJ Law Journal's "Best Of"​ list every year since 2012 in categories including corporate investigations, bankruptcy, valuations, economic damages, forensic accounting, business accounting and litigation accounting.
Members of the firm hold leadership positions in numerous professional and charitable organizations.
Bederson is a member of many professional business organizations, as well as AGN International, a worldwide association of separate and independent accounting firms.
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Bilger & Co CPAs LLC
United States
Bilger & Co CPAs LLC
3 Employees
Location
United States
Description
David D. Bilger Certified Public Accountants is a public accounting firm based out of Quakertown, PA.
We believe you are the most important person in our office. You deserve to have timely and co...David D. Bilger Certified Public Accountants is a public accounting firm based out of Quakertown, PA.
We believe you are the most important person in our office. You deserve to have timely and competent attention paid to your affairs. Our services are intended to compliment your own area of expertise, and help you to expand the potential of this expertise. In our office your business and financial concerns are given individual attention. You will find us to be a partner who can offer sound business advice and help cut through the red tape in the business and financial world.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.
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Blue Point Finance
United States
Blue Point Finance
1 Employees
Location
United States
Description
We help companies with a business plan, marketing strategy, investors, and navigate and negotiate the process. We also establish a financial and payroll system, create basic financials and identify to...We help companies with a business plan, marketing strategy, investors, and navigate and negotiate the process. We also establish a financial and payroll system, create basic financials and identify tools to monitor and forecast cash.
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Cappuccino Insurance Agency
United States
Cappuccino Insurance Agency
4 Employees
Location
United States
Description
Cappuccino Insurance Agency provides a full range of insurance services to California residents.
It is their goal to help their clients obtain the right coverage at a great price. They are happy to...Cappuccino Insurance Agency provides a full range of insurance services to California residents.
It is their goal to help their clients obtain the right coverage at a great price. They are happy to take the time to learn about your specific needs before recommending a coverage strategy that fits your lifestyle.
As an independent agency, they work with over 20 of the top insurance carriers. This helps them to find a policy that will take care of you specific needs.
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Cassady Schiller CPAs & Advisors
United States
Cassady Schiller CPAs & Advisors
29 Employees
Location
United States
Description
Cassady Schiller specializes in providing professional accounting, tax and business advisory services to privately held businesses, their owners and high net worth individuals. Our firm is committed t...Cassady Schiller specializes in providing professional accounting, tax and business advisory services to privately held businesses, their owners and high net worth individuals. Our firm is committed to becoming your trusted financial advisor through responsive, personal service. We are dedicated to building a client relationship with you that instills confidence and security.
Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Brooklyn Fi
Brotemarkle, Davis & Co LLP
Burnett Advisors
Business GPS, LLC
C&S Finance Group
Canyon Oak Financial
Clark Schaefer Hackett
Consero Global
Cosgrove Accounting LLC
CREATING ANSWERS, LLC
Crunchfirm
CurioVision Financial
Darnall, Sikes & Frederick CPAs
Davis & Hodgdon Associates CPAs
360 Financial Group
All In One Financial and Consulting
Armanino LLP
Artists Business Management Group, Inc.
Bald Ginger
Barnes Dennig
Bederson LLP
Bilger & Co CPAs LLC
Blue Point Finance
Cappuccino Insurance Agency
Cassady Schiller CPAs & Advisors