Findex is an Australia-based financial firm that provides services including accounting, tax advisory, auditing and wealth management for individuals and businesses.
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Dixcart
United Kingdom
Dixcart
75 Employees
Location
United Kingdom
Description
Dixcart is an independent Group which has been providing professional expertise to individuals and their families for over fifty years. Professional services include structuring and the establishment ...Dixcart is an independent Group which has been providing professional expertise to individuals and their families for over fifty years. Professional services include structuring and the establishment and management of companies.
Dixcart's purpose is to enable our clients and our people to achieve their goals. Client objectives are often complex and varied; at Dixcart we are passionate, we listen, coordinate the correct professional team, and provide a bespoke response.
We are proud to be a family-owned business, and this is reflected in our values, both towards our clients and towards each other. Our experienced team of well qualified, professional staff provides international business support and private client services to clients around the world.
Dixcart has offices in the following locations: Cyprus, Guernsey, Isle of Man, Malta, Portugal (Lisbon and Madeira), Switzerland, and the UK.
Find out more about us and our services www.dixcart.com
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DLM Finance
Netherlands
DLM Finance
25 Employees
Location
Netherlands
Description
DLM Finance provides Fund-, Risk-, and Treasury Management solutions, through or based on its proprietary system, the Trade Manager. Furthermore DLM manages (outsourced) business processes for its cli...DLM Finance provides Fund-, Risk-, and Treasury Management solutions, through or based on its proprietary system, the Trade Manager. Furthermore DLM manages (outsourced) business processes for its clients, mainly being back- and mid- office processes, including social impact reporting valuations of financial instruments. DLM is ISAE 3402 Type II certified.
The employees of DLM have an extensive international background in financial markets, in which they performed roles at financial institutions in the areas of treasury, risk management, accounting, back office and administration, controlling, taxation, system selection, and finance in general.
DLM's customers are mostly engaged as emerging/ frontier market funds or fund managers, who invest in loans, bonds and equities. Some of our clients issue derivatives and guarantees for these markets.
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DMG Financial & DMG Financial Planning
Australia
DMG Financial & DMG Financial Planning
25 Employees
Location
Australia
Description
Our clients come from many walks of life but they all want to know their futures are secure and they want to partner with a trusted advisor. They know they want clarity, happiness and success, but the...Our clients come from many walks of life but they all want to know their futures are secure and they want to partner with a trusted advisor. They know they want clarity, happiness and success, but they need help defining their exact priorities and goals. They want to work with an experienced team that will listen to them and provide them with guidance and ongoing support.
DMG's value lies in the way we partner with our clients. We want to truly get to know our clients and help them identify what is most important to them. We are genuinely interested in our clients' story, their concerns and what drives them every day.
Our team of experienced and outstanding people are passionate about helping our clients. We live and breathe our core values and go the extra mile to get the best outcome for our clients. Our clients are comfortable with us because we are welcoming, honest and open. They are confident we have their best interests at heart.
The advice we provide is professional, current and comprehensive. We are industry leaders and provide a transparent fee arrangement that is mutually agreed upon which means, our clients can be confident that they are paying for advice that is solely designed to support them in achieving their goals. Our qualified and experienced team do more than simply manage financial affairs – we provide a blueprint to ensure they are confident in their financial decisions.
All our team undertakes regular training in questioning, listening and identifying the key issues.
It's that important to us.
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DPW Certified Public Accountants
United States
DPW Certified Public Accountants
25 Employees
Location
United States
Description
Doty Pruett Wilson P.C., strives to be a resource and encouragement to its clients, tailoring our services to meet their needs and help them with their whole financial picture, in addition to assistin...Doty Pruett Wilson P.C., strives to be a resource and encouragement to its clients, tailoring our services to meet their needs and help them with their whole financial picture, in addition to assisting them with their accounting and tax needs. Founded in 1981, we specialize in:
Tax Preparation
Tax Planning Sessions
Accounting Services
Business and Personal Financial Statements
Third Party Administration of 401K Plans
Financial Consulting
CAAS (Client Accounting & Advisory Services)
NIL (name, image, and likeness) consulting
Follow us to see financial and tax related news and tips, as well as local business news from the mid-Willamette Valley!
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E7 Global APO Services
India
E7 Global APO Services
5 Employees
Location
India
Description
E7 Global APO services Inc. (E7GAS) is a part of E7 Group which is headquartered out of Europe. E7 APO has acquired clients across industries globally and providing creative and cost efficient APO Sol...E7 Global APO services Inc. (E7GAS) is a part of E7 Group which is headquartered out of Europe. E7 APO has acquired clients across industries globally and providing creative and cost efficient APO Solutions. It offers a wide range of accounting solutions to its clients.
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EEPB
United States
EEPB
250 Employees
Location
United States
Description
EEPB is one of Houston's largest local CPA firms offering a wide range of services to individuals and businesses. In addition to traditional tax and audit services, EEPB provides estate planning, bus...EEPB is one of Houston's largest local CPA firms offering a wide range of services to individuals and businesses. In addition to traditional tax and audit services, EEPB provides estate planning, business appraisals, litigation support, business organization and transition planning, and federal and state tax credit analysis. EEPB also boasts a team of oil & gas accounting and outsourcing specialists as well as dentistry & healthcare industry specialists. EEPB extends its national and global reach as an independent member of DFK International/USA, an association of accounting firms located in principal cities throughout the United States and around the world. To learn more, visit our website at www.eepb.com.
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Eerhart Interim Finance
Netherlands
Eerhart Interim Finance
5 Employees
Location
Netherlands
Description
Detachering en dienstverlening op het gebied van financieel (interim) management.
Focus op de Financial Services Industry met als aandachtsgebieden Finance & Control, Risk & Compliance en (Interna...Detachering en dienstverlening op het gebied van financieel (interim) management.
Focus op de Financial Services Industry met als aandachtsgebieden Finance & Control, Risk & Compliance en (Internal) Audit Support. Daarnaast specialistische kennis opgedaan met betrekking tot implementatie SAS70 Type 1 en 2 en specifieke ervaring op het gebied van Investment Management.
Tim Eerhart heeft meer dan 10 jaar werkervaring opgedaan binnen Financiële Instellingen vanuit zijn rol als Assistant Manager (KPMG Accountants - Financial Services), Internal Auditor (Van Lanschot Bankiers - Group Audit) en Manager Finance & Control / Compliance Officer (First Investments - Asset Manager). Momenteel is hij werkzaam als Interim Manager bij SNS Asset Management.
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Engineered Advisory
United States
Engineered Advisory
5 Employees
Location
United States
Description
Engineered Advisory is the umbrella company for Engineered Tax Services, The Growth Partnership, INSIDE Public Accounting and ABLE: CRM for Accountants.
Engineered Advisory provides strategies to ...Engineered Advisory is the umbrella company for Engineered Tax Services, The Growth Partnership, INSIDE Public Accounting and ABLE: CRM for Accountants.
Engineered Advisory provides strategies to help professional artists and athletes keep more of their money, and provide high net worth individuals or business owners with tax-intelligent techniques and financial strategies to preserve their wealth.
The Engineered Advisory Accelerator is a membership based cohort, created for accounting firms that want to offer a full range of advisory services outside their personal expertise to their clients. Their clients get access to leading, strictly vetted professionals across a wide range of the advisory spectrum.
Listen to The Advisory Accelerator Podcast anywhere you get podcasts or at: https://podcast.engineeredadvisory.com/
New episodes monthly!
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Equity Point LLC
United States
Equity Point LLC
5 Employees
Location
United States
Description
We are the resource, service, and technology brokers for both broad compensation and equity compensation solutions. We work with our clients to provide them staffing and recruiting services, outsour...We are the resource, service, and technology brokers for both broad compensation and equity compensation solutions. We work with our clients to provide them staffing and recruiting services, outsourcing, consulting, and specialized technology through our strategic partnerships and extensive network. As a one-stop shop and gateway to the the best solutions for your compensation and stock plan needs, we strive to work with a diverse set of specialized providers to ensure that our answers to your problems are just that - answers to your specific problems, and a match to your highest priorities.
We are an independent sales organization which puts the needs of our clients first. We identify your needs and match you with multiple leading vendors or individuals for evaluation and comparison. We do not provide the actual services, which puts us in the unique position to provide unbiased guidance and assistance in selecting the right solution for you. This encourages healthy competition from the best vendors to earn your business and provide competitive pricing.
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Erickson & Associates, S.C.
United States
Erickson & Associates, S.C.
25 Employees
Location
United States
Description
At Erickson & Associates, S.C., we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are c...At Erickson & Associates, S.C., we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
Income Tax Preparation for all types of businesses, and individuals
IRS and State Audit Representation
Payroll Reporting
QuickBooks setup, support and training
Business startup services
Monthly bookkeeping
Financial statements - making sure your financial records are timely and accurate
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business and community relationships is indicative of our commitment to excellence.
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Estera (Luxembourg) S.Ã r.l.
Luxembourg
Estera (Luxembourg) S.Ã r.l.
5 Employees
Location
Luxembourg
Description
EXPERT, TAILORED SERVICE.
Where it is needed. How it is needed.
Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.
No matter where in the w...EXPERT, TAILORED SERVICE.
Where it is needed. How it is needed.
Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.
No matter where in the world our clients' hold financial interests, or however they are structured or need to be supported, we will provide a tailored and personalised solution that is individual to their needs and fully compliant to the needs of their stakeholders, regulators and the investment itself.
PROMOTING AND PROTECTING INVESTMENT WORLDWIDE
We are where our clients need us to be …
Our global network is designed to put us exactly where our clients need us to maximise the potential of their business and/or investments. This international reach, supported by a broad range of specialised services, allows us to meet the individual needs of all types and size of client, on a local, regional and international level.
… and we work the way they want to work.
Our approach is personal, professional and flexible. We take the time to understand our clients' ambitions and collaboratively deliver a high-end customised and scalable solution that suits them, whatever the stage of their company or investment life cycle.
Agility is key. Our solutions can be fully integrated across clients' existing operations, processes and platforms, whilst our robust risk management and governance framework ensures full visibility and compliance across all structures and locations.
• Global network of offices
• Expert teams
• Fully flexible platforms and processes
• Robust risk management
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EWM Global
Switzerland
EWM Global
75 Employees
Location
Switzerland
Description
EWM Global partners with financial services firms to help retain and reward their most valuable asset—their people. Our innovative technology empowers firms to efficiently manage deferred cash, equi...EWM Global partners with financial services firms to help retain and reward their most valuable asset—their people. Our innovative technology empowers firms to efficiently manage deferred cash, equity, carried interest, and co-investment plans through a secure, fully digital platform. Throughout the plan lifecycle, our technology and dedicated team of experts work to mitigate risks associated with Excel miscalculations and key personnel dependencies, eliminate process inefficiencies, and streamline reporting. Plan administrators benefit from efficient, fully digital workflows, supported by systematized data and optimized data flows, while management gains access to powerful analytics tools that deliver actionable insights. Plan participants enjoy on-demand access to their compensation details via an intuitive platform and mobile app, ensuring a seamless, transparent experience for all stakeholders.
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Federal Reserve Bank of Boston
United States
Federal Reserve Bank of Boston
2151 Employees
Location
United States
Description
The Federal Reserve Bank of Boston is one of 12 banks in the Federal Reserve System that serves as the central bank of the United States. As a leader in financial regulation, monetary policy, and a pi...The Federal Reserve Bank of Boston is one of 12 banks in the Federal Reserve System that serves as the central bank of the United States. As a leader in financial regulation, monetary policy, and a pioneer of new payment strategies the Boston Fed uses cutting edge technology to achieve its goals and ensure a vibrant economy.
As part of the central bank of the United States the Fed is tasked with ensuring the growth and stability of the global economy, and is called upon to respond to financial crises. In order to do this the Federal Reserve Bank of Boston has pioneered cutting edge payment methods, developed state of the art data security programs, and conducted extensive research to assist in policy directives from the Federal Government.
The Boston Federal Reserve serves the First Federal Reserve District that includes the six New England states: Connecticut (excluding Fairfield County), Massachusetts, Maine, New Hampshire, Rhode Island and Vermont. With a great and growing commitment to diversity and community outreach, the Boston Fed continues to promote sound growth and financial stability in New England and throughout the nation.
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Finance ERC
United States
Finance ERC
5 Employees
Location
United States
Description
Is your business waiting to receive the check for its Employee Retention Credit (ERC)? Finance ERC can provide you with money today for your ERC credit without having to wait as long as 6 - 12 months!...Is your business waiting to receive the check for its Employee Retention Credit (ERC)? Finance ERC can provide you with money today for your ERC credit without having to wait as long as 6 - 12 months!
Finance ERC assists business owners, ERC Providers & Specialists, CPAs, Accounting Firms, and Business Finance Brokers.
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Finance Lookup Advisors
India
Finance Lookup Advisors
25 Employees
Location
India
Description
One21.ai specialises in providing financial services to companies operating a wide range of industries across the world. With the availability of a plethora of services, One21.ai has helped several b...One21.ai specialises in providing financial services to companies operating a wide range of industries across the world. With the availability of a plethora of services, One21.ai has helped several businesses stabilize, grow and outperform. Some of the services we provide are listed below:
1. SME IPO
2. Valuations - Registered Valuation & Merchant Banking
3. GST consulting
4. Finance Automation - Bulk 15CA & Bulk 15CB generation utility, Fixed assets tagging and verification app.
5. Policy, Processes and Controls
6. India Setup Services
7. Bank Loan & Loan against Shares
8. Mutual Fund Distributor
9. Offshoring or Abroad Business Setup Services
10. KPO and Data Entry Job
11. MCA solution for Strike off Solution as required under Schedule III of the Company's Act 2013 available on www.MCAtech.in
Our industry focus helps in developing a rich understanding of clients'​ businesses and the insight, skills and resources required to address industry-specific issues and opportunities.
Our experienced and customer centric team consists of practised Chartered Accountants, IITian, MBAs from Tier I Universities, lawyers and various consultants, who believe in going the extra mile to ensure they provide quality services all year long.
Financial Consulting Strategies, LLC ("FCS"​) is a fast growing financial consulting firm that provides CFO and financial accounting reporting services to fast growing large and small client compani...Financial Consulting Strategies, LLC ("FCS"​) is a fast growing financial consulting firm that provides CFO and financial accounting reporting services to fast growing large and small client companies.
FCS provides a broad range of accounting, financial reporting, and pre-audit expertise to a variety of clients from diverse industries. We go beyond the numbers to handle accounting and financial challenges with top-quality service based on more than 30 years of experience. Our knowledge of and experience with SEC regulations, accounting standards, and disclosure requirements, and our capabilities in handling complex accounting issues enable us to provide solutions tailored to our clients' specific needs and situations.
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Financial Decisions
Australia
Financial Decisions
25 Employees
Location
Australia
Description
Financial Decisions is a privately owned, boutique financial services company based in Sydney's CBD, northern beaches and Norwest. We are not aligned with any bank, financial institution or research h...Financial Decisions is a privately owned, boutique financial services company based in Sydney's CBD, northern beaches and Norwest. We are not aligned with any bank, financial institution or research house. We have our own Australian Financial Services License and Australian Credit License.
We provide comprehensive financial services and believe in building personalised relationships with our clients, working with them to develop effective strategies that create, manage and protect wealth over the long-term.
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Fincheck
United States
Fincheck
5 Employees
Location
United States
Description
Fincheck is an artificially intelligent financial assistant.
We take care of financial tasks for companies and users. By using machine learning algorithms, we extract data from financial documents,...Fincheck is an artificially intelligent financial assistant.
We take care of financial tasks for companies and users. By using machine learning algorithms, we extract data from financial documents, accounts, and software.
Fincheck replaces repetitive tasks done by assistants, bookkeepers, accountants and employees. Our AI alleviates the pain in tedious number crunching, enabling our users to focus on financial decision making.
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FM Financial Services, Inc.
United States
FM Financial Services, Inc.
5 Employees
Location
United States
Description
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to pr...An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
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Driven Insights
United States
Driven Insights
25 Employees
Location
United States
Description
Driven Insights is an American company that serves as the outsourced finance department for service businesses. Our team manages the entire finance function, equipping our clients with the tools, metr...Driven Insights is an American company that serves as the outsourced finance department for service businesses. Our team manages the entire finance function, equipping our clients with the tools, metrics and guidance required to keep their fingers on the financial pulse of their business.
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Dynamic Advisors
United States
Dynamic Advisors
5 Employees
Location
United States
Description
Dynamic Advisors is bringing accounting for small, growing businesses into the 21st century. We are your outsourced finance department, providing the right skill at the right time. You get the day-to-...Dynamic Advisors is bringing accounting for small, growing businesses into the 21st century. We are your outsourced finance department, providing the right skill at the right time. You get the day-to-day functionality of a bookkeeper, the management of a controller, and the strategic finance skills of a CFO wrapped into one fixed monthly fee.
Owned and operated in Austin, Texas we always provide hands-on service and your information will never go offshore.
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ECOVIS Ruide China
China
ECOVIS Ruide China
25 Employees
Location
China
Description
About ECOVIS International
ECOVIS is a leading global consulting firm with its origins in Continental Europe. It has over 9,000 people operating in over 80 countries. Its consulting focus and core co...About ECOVIS International
ECOVIS is a leading global consulting firm with its origins in Continental Europe. It has over 9,000 people operating in over 80 countries. Its consulting focus and core competencies lie in the areas of tax consultation, accounting, auditing and legal advice.
About ECOVIS Ruide China
Founded in 2004 we of ECOVIS Ruide China employ currently 70 staff members and are located in Shanghai with our main office. Our specialized services evolve around tax consulting, accounting, audit and assurance and business advisory activities. Our services portfolio is particularly customized to the requirements of internationally active enterprises.
Our major clients are foreign-invested enterprises from Europe as well as America in trading and manufacturing industries, in the automotive, chemical and pharmaceutical, logistic and IT industries.
We work independently, objectively and absolutely reliably. Significant for our partnership with our clients are mutual trust and the long-term personal consultation and support.
Findex
Dixcart
DLM Finance
DMG Financial & DMG Financial Planning
DPW Certified Public Accountants
E7 Global APO Services
EEPB
Eerhart Interim Finance
Engineered Advisory
Equity Point LLC
Erickson & Associates, S.C.
Estera (Luxembourg) S.Ã r.l.
EWM Global
Federal Reserve Bank of Boston
Finance ERC
Finance Lookup Advisors
Financeport
Financial Consulting Strategies LLC
Financial Decisions
Fincheck
FM Financial Services, Inc.
Driven Insights
Dynamic Advisors
ECOVIS Ruide China
Eight