B&M Financial Management Services, provides a unique blend of money management services, financial coaching, QuickBooks training, designed to empower individuals and businesses to achieve lasting fina...B&M Financial Management Services, provides a unique blend of money management services, financial coaching, QuickBooks training, designed to empower individuals and businesses to achieve lasting financial stability. Our services are tailored to meet the specific needs of each client, ensuring a personal and impactful experience.
What Sets Us Apart:
>> Personalized coaching to improve financial health through budgeting and debt management.
>> QuickBooks training and support simplify financial management, saving time and reducing errors.
>> Money Management Skills: With a strong foundation in bookkeeping and financial management, our expertise is backed by years of real-world success.
Contact us for a free 15 minute Connections Call to discuss your needs. Book now: https://www.bmfms.com/financial-coaching.html
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Backpocket CPA
United States
Backpocket CPA
1 Employees
Location
United States
Description
Are you running a successful company and don't have the time to dedicate to business and personal finances. Are your records are not organized and you can't make sense of the reports? Do you feel anxi...Are you running a successful company and don't have the time to dedicate to business and personal finances. Are your records are not organized and you can't make sense of the reports? Do you feel anxious or stressed when thinking or talking about money? Are you tired of flying by the seat of your pants?
Backpocket CPA exists to help entrepreneurs manage their cash flow. To help gain confidence that they have a solid financial foundation. To build systems around their accounting function and their business.
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Begbies Traynor Group
United Kingdom
Begbies Traynor Group
940 Employees
Location
United Kingdom
Description
Begbies Traynor Group is an AIM listed professional services consultancy, providing independent professional advice and solutions in areas of corporate recovery, restructuring, corporate finance, risk...Begbies Traynor Group is an AIM listed professional services consultancy, providing independent professional advice and solutions in areas of corporate recovery, restructuring, corporate finance, risk consulting and forensic investigations.
Operating across a network of over 50 offices throughout the UK.
Member of BTG Global Advisory.
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Berkowitz Pollack Brant Advisors + CPAs
United States
Berkowitz Pollack Brant Advisors + CPAs
400 Employees
Location
United States
Description
Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, ...Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning.
Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation.
Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America.
We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best"​ CPA firms in America 19 times.
For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com.
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Bheem Tax Services
United States
Bheem Tax Services
3 Employees
Location
United States
Description
Bheem Tax Services, located in San Ramon, CA, is a full-service, tax preparation firm focusing on small business and personal IRS taxation. We offer a broad range of services for business owners, exec...Bheem Tax Services, located in San Ramon, CA, is a full-service, tax preparation firm focusing on small business and personal IRS taxation. We offer a broad range of services for business owners, executives, and independent professionals.
Bheem Tax Services has evolved into a successful tax preparation firm by providing the kind of support you may not find in other tax accounting firms. We genuinely care about making life easier for our clients. So you can spend more time doing what you love, while we handle the rest.
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Black Mountain Investment Group
United States
Black Mountain Investment Group
11 Employees
Location
United States
Description
Black Mountain Investment Group is a back-office administrator focused on supporting the launch, growth, and operation of innovative businesses and funds.
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Brian B. Bunn CPA, PLLC
United States
Brian B. Bunn CPA, PLLC
1 Employees
Location
United States
Description
Brian B. Bunn CPA, PLLC provides a full range of Accounting, Tax, and Financial Planning services to small business owners and professionals.
If you have questions or would like to make an appoin...Brian B. Bunn CPA, PLLC provides a full range of Accounting, Tax, and Financial Planning services to small business owners and professionals.
If you have questions or would like to make an appointment, please contact us via info@brianbbunncpa.com or by phone at (919) 886-7094. We look forward to helping you achieve your financial goals.
We are Problem Solvers.
We improve your life by saving you time and money. Our approach is simple. First, we attack your pain points and find the most efficient solution. Second, we look for efficiency with activities that can be managed together. Finally, we review your business along our service spectrum of accounting, tax, and financial planning for opportunities that can help you run your business better, cheaper, faster.
We are Comprehensive.
We make your life easier by integrating your accounting, tax, and financial planning services. A common approach may spread these tasks across multiple specialists, possibly at different firms. Because financial activities are inextricably related, we believe they should be managed together. The lack of coordination can cause you to incur unnecessary expenses or miss opportunities for efficiency. We give you a single point of contact for all these needs and ensure that everything is managed to the same objectives.
We are Partners.
We learn all the moving parts of the enterprise you have worked so hard to build. We take the time to learn about your business and life goals. We share your enthusiasm. We stand with you bringing to bear all of our expertise and resources to help you succeed.
You have financial needs, obligations, and goals. You need to track the health of your business and household. You have to pay taxes. You want to secure a financial future for yourself, your family, and future generations. We manage all of these for you with a single objective: your prosperity. We make your life easier so you can focus on what you do best and enjoy the fruits of your labor.
Services offered include:
• Accounting & Bookkeeping
• Tax Return Preparation
• Tax Resolution
• Tax Planning
• Estate Planning
• Retirement Planning
• Financial Planning
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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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Consolidated Billing Services, Inc.
United States
Consolidated Billing Services, Inc.
20 Employees
Location
United States
Description
Consolidated Billing Services Inc. (CBSI) is dedicated to meeting the changing needs of Long Term Care providers. We offer a complete range of financial and clinical services to assist with continued ...Consolidated Billing Services Inc. (CBSI) is dedicated to meeting the changing needs of Long Term Care providers. We offer a complete range of financial and clinical services to assist with continued compliance, timely billing, good patient care, positive survey outcomes, enhanced cash flow and accurate revenue recognition. If your facility takes care of the elderly and is Medicare or Medicaid certified, CBSI can help assure your success in this ever more challenging market. In addition to our consulting services, CBSI has developed three websites to include SNFCB.com, LTC-Analytics.com and LTC-Pathways.com. these websites offer a plethora of operational information providers utilize for successful operations.
Consolidated Billing Services, Inc was founded by Bill Ulrich in 1998 and is based in Spokane, WA.
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Corporate Group
United Arab Emirates
Corporate Group
78 Employees
Location
United Arab Emirates
Description
It is a complex world out there. Amidst that complexity, the UAE is transforming and reengineering its place in the world. It's time for your organization to navigate through that environment to prosp...It is a complex world out there. Amidst that complexity, the UAE is transforming and reengineering its place in the world. It's time for your organization to navigate through that environment to prosperity.
That's where we come in.
Founded in 2016 and led by a diverse board of experts, we are a leading, constantly evolving and fast-growing consultancy. With a vision to transform organizations into better businesses, we craft solutions that help you navigate complexities and transform by using tested frameworks and methodologies paired with a customer-centric, boutique approach to tax, audit and advisory.
If you're starting out or already have a mature business, we have solutions tailored to your challenges.
Ready to simplify, navigate and prosper?
You know who to call.
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Creative Tax Solutions LLC
United States
Creative Tax Solutions LLC
11 Employees
Location
United States
Description
Who we are?
Our multi-step program is hand-crafted to your specific case, allowing us to uncover the best possible solution to resolve your tax related issues.
Don't Face The IRS Alone. Our skil...Who we are?
Our multi-step program is hand-crafted to your specific case, allowing us to uncover the best possible solution to resolve your tax related issues.
Don't Face The IRS Alone. Our skilled and experienced team of Tax Attorneys and Enrolled agents and Ex IRS agents will investigate your unique situation and create a plan that meets your needs and goals. Allow us to be your advocate; allow us to be there every step of the way as we confront the IRS together.
We Will Give You the Edge You Need There are many utilities at your disposal that the IRS does not want you to know about. As seasoned tax resolution professionals, it is our duty to ensure that you have access to every tool the IRS wants to hide from you.
Take Back Your Life! Let us eliminate the stress and worry the IRS has caused you. Whether you are an individual taxpayer, a small business owner, or a corporation, we will be committed to achieving the best resolution for your case.
Why Creative Tax Solutions?
More often than not, tax resolution firms charge big fees for easy tax debt resolutions. Creative Tax Solutions allows you to resolve your tax debt without the burden of large up-front fees and larger add-on fees. We leave that to the industry's many shady players (like Tax Masters, Roni Deutsch, JK Harris and American Tax Relief) who regularly rip off struggling taxpayers without a second thought. At Creative Tax Solutions though, we do the leg work and arm you with the knowledge, confidence and tools necessary to resolve your tax debt for good.
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DCS Financial Consulting
United States
DCS Financial Consulting
2 Employees
Location
United States
Description
Financial advisory provided by a seasoned professional with over 25 years of experience. Steve Doire is a CPA, CFA, and CPCU and has extensive experience in institutional asset management, accounting...Financial advisory provided by a seasoned professional with over 25 years of experience. Steve Doire is a CPA, CFA, and CPCU and has extensive experience in institutional asset management, accounting, systems, investments, capital management, rating agencies, and more. Further experience in assisting management in M&A and financing processes.
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Acctlytics
United States
Acctlytics
1 Employees
Location
United States
Description
With a group of professionals with over 100+ years of collective experience in identifying issues that affect profitability, growth and cash flow, Acctlytics offers affordable premier customized accou...With a group of professionals with over 100+ years of collective experience in identifying issues that affect profitability, growth and cash flow, Acctlytics offers affordable premier customized accounting outsourcing solutions for small businesses.
Our solutions help business owners save time and money to refocus on truly essential high value activity, minimizing time loss and maximizing efficiency.
We ensure accurate, timely, and relevant financials including key performance metrics, meaningful budgets, and analytical reports.
Our Services Include:
Fractional CFO Services - Access senior financial advice at an affordable cost.
Virtual Accounting Services - Virtual AR & AP, Month End Close & Reporting, Cash Applications, and Sales Tax Reconciliation
Data Analytics & Better Reports - increase your profits and reduce supply chain risk with trusted partners in offshore locations
Cash Flow Improvement - Remove fundamental inhibitors to generate adequate cash flow for growth.
Common Barriers to Cash Flow
People costs are easily 60% to 75% of a typical organization. We conduct assessments of the value of each function's tasks and then re-engineer them with a customer value centric approach.
We find the 80:20 rule to be true – 80% of resources are spent on routine, repetitive and support tasks that add little value. By documenting and transforming workflows, we offer solutions for substantial cash savings in your personnel cost and, most importantly, repurpose your staff on tasks that add value to your organization.
OUR MISSION - HELPING SMALL BUSINESSES FOCUS, COMPETE, AND THRIVE
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American Business Appraisers
United States
American Business Appraisers
2 Employees
Location
United States
Description
American Business Appraisers is nationally recognized for performing business valuations and machinery & equipment appraisals for family-owned and closely-held businesses, professional practices, limi...American Business Appraisers is nationally recognized for performing business valuations and machinery & equipment appraisals for family-owned and closely-held businesses, professional practices, limited liability companies, corporations and partnerships.
American Business Appraisers, LLC performs appraisal services for mid-size to larger entities for a variety of purposes. We develop an independent, unbiased report designed to clearly help define the value of a business or business interest. This is what we do full-time, not as a value added service.
The valuation profession is a highly specialized field requiring a solid foundation of experience, continuing education, and professional integrity. In today's litigation climate, a qualified and accredited business appraiser can serve as either an expert witness or consultant to an attorney.
Our clients have told us that our knowledge and experience has benefited them. Every individual situation is different and not everyone requires our services and sometimes just talking with us is all that is necessary.
With our initial consultation, there is no cost or obligation to you. We promise you two things; first, to invest a reasonable amount of time to gain an understanding of your specific requirements, and second, that our communication will be kept confidential between us. We welcome the opportunity to discuss any questions you may have about business valuation issues.
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Atlantic Tax & Accounting
United States
Atlantic Tax & Accounting
8 Employees
Location
United States
Description
We are open all year for your income tax and bookkeeping needs.
Our staff can assist you with Tax Preparation, Multiple Year Filings, IRS Letters, ITIN Filings, Small Business Start-Ups, FREE Tax ...We are open all year for your income tax and bookkeeping needs.
Our staff can assist you with Tax Preparation, Multiple Year Filings, IRS Letters, ITIN Filings, Small Business Start-Ups, FREE Tax Seminars, Corporate, and Partnership Tax Filings, Bookkeeping, and Payroll
Spanish-speaking Tax Preparers are available.
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Avodah CPA
United States
Avodah CPA
1 Employees
Location
United States
Description
I once heard a speaker say that the world needs more pastors, not accountants, so stop trying to turn our pastors into accountants. And everything clicked for me. My passion is to provide financial ...I once heard a speaker say that the world needs more pastors, not accountants, so stop trying to turn our pastors into accountants. And everything clicked for me. My passion is to provide financial data in a way that leaders will use to make strategic decisions. To help finance teams to deliver useful financial information to those responsible in leading successful ministries and programs.
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Balanced Solutions, LLC
United States
Balanced Solutions, LLC
4 Employees
Location
United States
Description
Balanced Solutions was founded with the central goal of helping leaders of companies focus their time on growing core operations. As you focus your efforts on operations, we use our expertise to handl...Balanced Solutions was founded with the central goal of helping leaders of companies focus their time on growing core operations. As you focus your efforts on operations, we use our expertise to handle the accounting and finance functions, providing accurate and timely information that help with decision-making. We are client partners first. We work hard and leverage our experience to deliver exceptional service for our clients.
We offer the following services:
Audit Preparation
As former Big 4 auditors, we understand what it takes to prepare for an audit. Whether it is preparing or reviewing audit workpapers, preparing financial statements and footnotes, or supporting the accounting / finance team throughout the audit, we are here to help.
CFO / Controller
Oftentimes, start-up and early-stage companies do not have a dedicated accounting / finance function. We can support you by providing CFO / Controller services, or supplementing your full-time or part-time CFO. Let us focus on ensuring your financials are correct and providing real-time reporting, while you can focus on operational value-add.
Technical Accounting
Whether you are attempting to understand new U.S. GAAP guidance or preparing for a SPAC, we can provide assistance in writing technical accounting memos and working with your auditors to ensure they are in line with expectations.
Consulting
Whether it is a one-time or extended project, our team can provide the support you need to ensure accounting and finance initiatives are carried out with the diligence they deserve and on your timeline.
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Bazilio Cobb Associates
United States
Bazilio Cobb Associates
35 Employees
Location
United States
Description
Since our founding in 1983, Bazilio Cobb Associates has provided professional services to federal, state, and local government agencies; Fortune 500 companies; nonprofit organizations; and various pub...Since our founding in 1983, Bazilio Cobb Associates has provided professional services to federal, state, and local government agencies; Fortune 500 companies; nonprofit organizations; and various public and private sector clients.
We are a full-service firm providing the traditional accounting, audit, and tax preparation services, as well as a wide range of information systems consulting, management consulting, and financial consulting. We have five practice areas: Audit & Assurance; International Services; Management & Systems Consulting; Tax & Emerging Business; and Asset Portfolio Analytics.
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Berman Hopkins CPAs & Associates, LLP
United States
Berman Hopkins CPAs & Associates, LLP
96 Employees
Location
United States
Description
Berman Hopkins CPAs & Associates is one of the largest independently and locally owned CPA and business consulting firms in Central Florida. For over 66 years, we have provided tailored solutions to o...Berman Hopkins CPAs & Associates is one of the largest independently and locally owned CPA and business consulting firms in Central Florida. For over 66 years, we have provided tailored solutions to our clients and are committed to your success.
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Bitcounts Inc.
United States
Bitcounts Inc.
7 Employees
Location
United States
Description
Bitcounts Inc. is a multinational crypto accounting firm with deep expertise in cryptocurrency taxation and blockchain accounting having offices in the US, Canada, and India.
We utilize continuous...Bitcounts Inc. is a multinational crypto accounting firm with deep expertise in cryptocurrency taxation and blockchain accounting having offices in the US, Canada, and India.
We utilize continuous process improvement methodologies in the Web3 space and use quality & innovative crypto reconciliation tools to help our clients with Crypto Accounting and Tax needs. We are one of the few accounting firms currently in the market with expertise in cryptocurrency taxation and blockchain accounting.
Our founders and key team members are emerging cryptopreneurs who have come together on a mission to shape the future of the web3 accounting industry. While everyone else is focused on building amazing things on the web3 - things like NFTs, DAOs, DeFi - we're constructing the foundation of our next financial system.
We take the complexity out of cryptocurrency tax reporting by preparing accurate cryptocurrency tax documentation for your accountant to file your tax return.
With experience reporting cryptocurrency assets across the world, Bitcounts specializes in highly accurate reporting that is compliant with your local tax guidelines. We are passionate about helping clients make sense of their unique tax situations and understand the tax implications of their personal and business decisions. We provide top-notch tax planning solutions to help our clients achieve optimal tax savings, tax loss harvesting and we help our clients choose the most advantageous business structure for their startup business. We act as our client's trusted advisors to help them take care of their business, tax, and accounting needs.
We serve all types of clients, with a strong focus on individuals and web3 startups. We provide services across the United States and globally.
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BizFHIT
United States
BizFHIT
1 Employees
Location
United States
Description
BizFHIT is a cloud based solution system designed to provide Finance, HR, IT and Tax solutions for small and medium sized businesses and nonprofits. We use industry leading technologies to offer accou...BizFHIT is a cloud based solution system designed to provide Finance, HR, IT and Tax solutions for small and medium sized businesses and nonprofits. We use industry leading technologies to offer accounting, bookkeeping, payroll and various other types of small business services. All of your company's documents and data are stored securely and are available to you on various platforms 24/7 365.
BizFHIT services are managed by licensed CPAs ensuring the highest quality work. Because we have licensed professionals on staff we can offer high level CPA work which cannot be provided by most other back office support services.
Some of the services for each of our departments are listed below but we offer many more. Check out our website for a full list of services!
Finance -
New Entity and Business Setup
Bookkeeping and Accounting
Accounts Receivable and Accounts Payable Services
Human Resources -
Payroll Processing
Employee record keeping
Quarterly and annual reporting
Information Technology -
General hardware and software consulting
New installs of PCs, Servers, Mobile Devices
Data backup, networking, remote setup issues
Tax Compliance -
New registrations e.g. sales tax, S elections
Business and personal income returns
Specialty income tax returns
We pride ourselves on providing the highest quality and most personal service we can. Our goal is to be an extension of your business giving you more time for yourself and to focus on growing your business.
We'll keep you FHIT. Call us for a free initial consultation.
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BooGoo Inc. (BGB)
United States
BooGoo Inc. (BGB)
3 Employees
Location
United States
Description
Whether you need the support of a fractional CFO, are looking for wealth & growth strategy, need assistance with tax planning, or simply require basic bookkeeping, we've got you covered. If you're not...Whether you need the support of a fractional CFO, are looking for wealth & growth strategy, need assistance with tax planning, or simply require basic bookkeeping, we've got you covered. If you're not sure what you need, we will provide an in-depth review and consultation to help you figure it out.
With BGB as your financial partner, you'll receive real solutions that deliver impactful and measurable results. We will ensure that you understand your full business & personal financial picture, and what your tax implications are. With that information in hand, we will then work together to establish and conquer all of your financial goals.
No job is too big or small and we are here to curate a personalized and effective system that works for you.
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Cain Watters & Associates
United States
Cain Watters & Associates
230 Employees
Location
United States
Description
N/A
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Creative Planning
United States
Creative Planning
1900 Employees
Location
United States
Description
Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $345 billion in combined assets and serve clients in all 50 states and abroad.*
At Creative Pla...Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $345 billion in combined assets and serve clients in all 50 states and abroad.*
At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn't enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that's optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out.
Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success.
At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.
*In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2024.
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Curated Accounting LLC
United States
Curated Accounting LLC
2 Employees
Location
United States
Description
We partner with individuals and businesses locally, and all over the country, to create customize service packages for accounting, tax planning, prep and optimization, and CFO and Consulting services....We partner with individuals and businesses locally, and all over the country, to create customize service packages for accounting, tax planning, prep and optimization, and CFO and Consulting services. We customize all our services to the needs of our clients to provide the highest level of support and guidance possible.
B&M Financial Management Services (BMFMS.COM)
Backpocket CPA
Begbies Traynor Group
Berkowitz Pollack Brant Advisors + CPAs
Bheem Tax Services
Black Mountain Investment Group
Brian B. Bunn CPA, PLLC
CCK Strategies
Consolidated Billing Services, Inc.
Corporate Group
Creative Tax Solutions LLC
DCS Financial Consulting
Acctlytics
American Business Appraisers
Atlantic Tax & Accounting
Avodah CPA
Balanced Solutions, LLC
Bazilio Cobb Associates
Berman Hopkins CPAs & Associates, LLP
Bitcounts Inc.
BizFHIT
BooGoo Inc. (BGB)
Cain Watters & Associates
Creative Planning
Curated Accounting LLC