Budget Referee is a financial service that allows you full oversight of your current and future budget. Not only will you feel organized and secure when handling your finances, but you will also feel ...Budget Referee is a financial service that allows you full oversight of your current and future budget. Not only will you feel organized and secure when handling your finances, but you will also feel confident in working towards future financial goals and decisions.
Our Mission Statement
Our mission is to help people find the way between what they are and what they strive to become. We do this by providing a framework for a sustainable budget and cash flow to solve many personal finance management and budget concerns.
We provide financial advice as a "disinterested third party" which puts the interest of the user at the forefront. We use honesty, innovation, and personalized solutions. We are the solution for creating a sustainable, productive budget with the user at the center.
At Budget Referee ®, we connect the dots. We do this by proprietary means that marries structure and method.
We look beyond mere surface data, such as account balances - Budget Referee considers all of your finances, present and future, and your points of view for realistic estimates of future account balances and expenses.Â
In short, you delegate us to the job of budgeting and we continually make the adjustments needed for you to succeed.
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Burke & Schindler
United States
Burke & Schindler
31 Employees
Location
United States
Description
Burke CPAs & Advisors was formed in 1984 and is a leading regional Cincinnati business consulting, accounting, tax and wealth planning firm with clients in all 50 states as well as Europe and Asia. Th...Burke CPAs & Advisors was formed in 1984 and is a leading regional Cincinnati business consulting, accounting, tax and wealth planning firm with clients in all 50 states as well as Europe and Asia. The Burke CPAs & Advisors team has diverse experience, from managing their own businesses to serving on the boards of for-profit and non-profit companies. As business consultants, we've helped startup companies get on their feet and experienced owners achieve their exit velocity. Burke CPAs & Advisors bring incomparable tools for generating and growing wealth, regardless of your industry, growth stage, or strategic needs.
Burke CPAs & Advisors provides a variety of strategic business consulting and advisory services to help you, regardless of your business's size, including:
-Strategic growth consulting
-Exit planning and strategy
-Value creation
-Human resource and staffing assistance
-Retirement planning
-Accounting & tax services
-Wealth Management
At Burke CPAs & Advisors, we don't just record the financial history of your business, we provide forward-thinking business advice and guidance.
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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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Business Valuation CPA, P.L.
United States
Business Valuation CPA, P.L.
1 Employees
Location
United States
Description
Business Valuations for Buy-Sell | ESOP | Tax Filing | Estate Planning | Litigation Support
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Busy Bee Advisors
United States
Busy Bee Advisors
4 Employees
Location
United States
Description
Busy Bee Advisors' team of professionals works with companies who can't find the right person to fill the spot of Bookkeeper, Staff Accountant, Senior Accountant or Controller. We can help you set up ...Busy Bee Advisors' team of professionals works with companies who can't find the right person to fill the spot of Bookkeeper, Staff Accountant, Senior Accountant or Controller. We can help you set up your new business or tackle a looming mountain of financial paperwork. We even offer Quickbooks Online training!
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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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C2 Fund Services, LLC
United States
C2 Fund Services, LLC
1 Employees
Location
United States
Description
C² Fund Services is a newly launched fund administration service company based out of Santa Monica, CA. The firm was founded in late 2017 by Christopher Cappello, CPA and provides fund managers with...C² Fund Services is a newly launched fund administration service company based out of Santa Monica, CA. The firm was founded in late 2017 by Christopher Cappello, CPA and provides fund managers with first class consulting and administration services across a wide range of Venture Capital, Private Equity and Real Estate Funds by providing accurate financial and investor reporting in a timely manner.
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CAB digital accountants
United Kingdom
CAB digital accountants
1 Employees
Location
United Kingdom
Description
We are a firm of Chartered Accountants who partner ambitious SMEs in each step of their business journey by supporting and challenging them.
We deliver an efficient and transparent service by using ...We are a firm of Chartered Accountants who partner ambitious SMEs in each step of their business journey by supporting and challenging them.
We deliver an efficient and transparent service by using the best in cloud technology, backed up by first class customer service which we believe has to be at the heart of everything we do.
From start-ups to established groups we offer a full range of business support with our bookkeeping, accounting, and taxation services, and look to challenge and grow our clients with our advisory services which address all the key areas of concern through cashflow and profitability forecasting, help with funding options, building a robust business model, and strategy development and execution.
We are based in the South East but in this connected world we can support clients across the UK.
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Cain Watters & Associates
United States
Cain Watters & Associates
230 Employees
Location
United States
Description
N/A
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Calathea Accounting Ltd
United Kingdom
Calathea Accounting Ltd
1 Employees
Location
United Kingdom
Description
At Calathea Accounting, we support construction businesses and tradespeople to reduce tax, maximise profits & streamline processes to reduce stress 😎
We work with many different industries and ...At Calathea Accounting, we support construction businesses and tradespeople to reduce tax, maximise profits & streamline processes to reduce stress 😎
We work with many different industries and we also have a dedicated, specialist team to handle our construction industry clients because we all know how much of a nightmare CIS is!
We get business owners thinking about their business and lifestyle goals as its imperative that that your business is delivering the lifestyle you want it to. Your business needs to enable you to reach your personal goals, so let us help you to get it right.
You need clarity and certainty when it comes to running your finance function within a construction business – we offer a personalised approach to looking after your accounts and ensuring that your business is profitable.
From bookkeeping, tax returns, end of year accounts, CIS, management accounts and everything in between. Life is always throwing us problems, your finance function shouldn't be one of them.
We are a fully digital, modern accountancy business based in London and Surrey offering a down to earth, friendly approach to all things accountancy and finance related to business owners.
Give us a call today to start getting your finances in order.
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Calvetti Ferguson
United States
Calvetti Ferguson
170 Employees
Location
United States
Description
MMJ is an accounting firm that offers tax preparation, litigation support, IRS representation and compilation services for individuals and businesses.
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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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Cape
Australia
Cape
20 Employees
Location
Australia
Description
Cape's expense management software actively streamlines and automates company finances so you can power up your payments, policies, and people. It's an all-in-one platform to spend smarter, cut wastef...Cape's expense management software actively streamlines and automates company finances so you can power up your payments, policies, and people. It's an all-in-one platform to spend smarter, cut wasteful purchasing, crunch numbers less, and boost business more.
Access capital, build budgets, set spend controls, issue your entire team with corporate cards, capture and store receipts, and automate payment to ledger with cloud accounting integrations. Cape does it all.
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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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Carinthia LLC
United States
Carinthia LLC
3 Employees
Location
United States
Description
Are you struggling to keep up with your business's finances? Let us help! Our professional bookkeeping services provide accurate and timely financial information, so you can focus on growing your busi...Are you struggling to keep up with your business's finances? Let us help! Our professional bookkeeping services provide accurate and timely financial information, so you can focus on growing your business. From basic record-keeping to more complex financial analysis, we have you covered. Plus, our transparent pricing and excellent customer service make us the perfect partner for your financial needs. Contact us today to learn more and schedule your consultation!
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Carothers and Associates Inc
United States
Carothers and Associates Inc
8 Employees
Location
United States
Description
We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
...We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Charles Carothers CPA, CFE, is the owner of Carothers & Associates. Charles Carothers Graduated from California State University Sacramento with a Bachelors of Science in Accountancy. After college Charles worked for a Regional CPA firm that was named as a top 25 CPA firm by the Sacramento Business Journal. Charles then went to work for the largest real estate development and property management company in Sacramento as their in-house CPA, preparing the majority of their tax returns. Charles was voted one of the best CPAs in Roseville in 2011-2017 by the readers of Style Magazine.
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Casey Peterson, Ltd.
United States
Casey Peterson, Ltd.
74 Employees
Location
United States
Description
Casey Peterson, LTD is a certified public accounting firm satisfying the needs of businesses and individuals since 1977. Our success is directly tied to our commitment to providing quality service in ...Casey Peterson, LTD is a certified public accounting firm satisfying the needs of businesses and individuals since 1977. Our success is directly tied to our commitment to providing quality service in a timely fashion. That's why we've grown to nearly 100 employees throughout seven locations.
https://bit.ly/CPsocialmediapolicy
Investment advisory services are offered through Avantax Planning Partnersâ„ . Commission-based securities products are offered through Avantax Investment Servicesâ„ , Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Casey Peterson. LTD. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Please visit https://www.avantax.com/social_policy/ for more information.
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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.
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Cast Financial
United States
Cast Financial
1 Employees
Location
United States
Description
Cast Financial is a financial services company based out of Anthem, Arizona. We started Cast Financial because we wanted to help business owners move from stressed to empowered. Our goal is to help pe...Cast Financial is a financial services company based out of Anthem, Arizona. We started Cast Financial because we wanted to help business owners move from stressed to empowered. Our goal is to help people strategically manage their money in a way that aligns with their values. There are proactive steps you can take to understand your finances and take control. We'll help you gain the clarity and confidence you need to make decisions that are right for you.
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CBIZ Advisory Services
United States
CBIZ Advisory Services
10000 Employees
Location
United States
Description
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory...CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com.
CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com.
CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C.
View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
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CBIZ Somerset
United States
CBIZ Somerset
140 Employees
Location
United States
Description
For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health. We are able to provide the in-depth expertise expected from a larger firm with t...For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health. We are able to provide the in-depth expertise expected from a larger firm with the personable approach of a local practice. Whether you are just starting out or overseeing a multi-million dollar corporation, CBIZ Somerset is dedicated to looking after our clients' best interests and addressing their needs.
Our secret to success is people. The depth of personal and professional relationships we have with our clients is our foundation. We get to know you and your business in order to build a proactive, customized approach unique to your needs. This has allowed us to maintain long-term relationships with clients of all sizes from a variety of industries.
With over 120 offices and 6,700 team members in major metropolitan areas and suburban cities throughout the U.S., CBIZ (NYSE: CBZ) delivers top-tier financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
*CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services. CBIZ and MHM are members of Kreston Global, a worldwide network of independent accounting firms.
1 Accounting Today – March 2024
2 Business Insurance magazine – July 2023
View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
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CCK Strategies
United States
CCK Strategies
130 Employees
Location
United States
Description
CCK is a non-traditional firm founded in 1997 by three partners motivated to build a new type of CPA firm. Today, CCK is led by partners: John Curzon, Eric Kunkel, Jeff Frable, Aaron Spoon, Kyna Leyv...CCK is a non-traditional firm founded in 1997 by three partners motivated to build a new type of CPA firm. Today, CCK is led by partners: John Curzon, Eric Kunkel, Jeff Frable, Aaron Spoon, Kyna Leyva, Luann Rinowski, Caleb Caldwell and Kaitlin Flinn. All these years later, the firm still stands on its founding principle of "service."
Over the years, CCK has continued to grow in staff, as well as in depth of experience and service offerings. Today, the CCK team is comprised of over 100 individuals who work together to provide strategic planning solutions to new and repeat entrepreneurs to grow and add value to their businesses.
While we're proud of our heritage, we are excited to build upon our foundation and look forward to the future of creating opportunities and helping our clients succeed.
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Centure Financial
United States
Centure Financial
4 Employees
Location
United States
Description
Led by Shay Bacani, Centure Financial is an invite or referral only financial advisory firm dedicated to putting more capital, equity, and wealth into the hands of women.
Centure Financial offers ...Led by Shay Bacani, Centure Financial is an invite or referral only financial advisory firm dedicated to putting more capital, equity, and wealth into the hands of women.
Centure Financial offers premium financial advisory, fractional CFO, capital raising, and business broker services to companies grossing $1-15M in revenue.
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Cerboni Accounting and Financial Services
United States
Cerboni Accounting and Financial Services
32 Employees
Location
United States
Description
Cerboni is an All-in-One Accounting Solutions firm that specializes in the Restaurant industry. We have been named as best accounting firm for restaurants by IBTIMES in the last three years. We are al...Cerboni is an All-in-One Accounting Solutions firm that specializes in the Restaurant industry. We have been named as best accounting firm for restaurants by IBTIMES in the last three years. We are also a proud Preferred Accounting Partner for The Texas Restaurant Association.
Cerboni utilizes a robust accounting platform in order to assist clients efficiently and provide special customized reports on a monthly basis. We also count with an impressive team of CPAs, EAs, payroll specialists, and an inventory management team that work as an extension of our clients' teams.
Budget Referee
Burke & Schindler
Burnett Advisors
Business GPS, LLC
Business Valuation CPA, P.L.
Busy Bee Advisors
C&S Finance Group
C2 Fund Services, LLC
CAB digital accountants
Cain Watters & Associates
Calathea Accounting Ltd
Calvetti Ferguson
Canyon Oak Financial
Cape
Cappuccino Insurance Agency
Carinthia LLC
Carothers and Associates Inc
Casey Peterson, Ltd.
Cassady Schiller CPAs & Advisors
Cast Financial
CBIZ Advisory Services
CBIZ Somerset
CCK Strategies
Centure Financial
Cerboni Accounting and Financial Services