At Pinnacle Financial Advisors, we know the only way to meet your needs is to really get to know you. What are your dreams? What are your goals? We'll help you develop a plan to visualize where you ...At Pinnacle Financial Advisors, we know the only way to meet your needs is to really get to know you. What are your dreams? What are your goals? We'll help you develop a plan to visualize where you want to be, and most importantly, to see how you can get there.
Pinnacle Financial Advisors don't make promises, we make plans. We look at assets and liabilities, review your budget, and make sure you're properly insured, to put your mind at ease. We offer programs to help ensure that your investments seek to outpace inflation. We offer tailored investment plans to help meet your short and long-term financial goals.
Our team's extensive financial planning and investment management experience can help you identify your financial goals and begin taking the steps to make them a reality. It all starts with a complimentary financial review. Call (877) 340-6333 today to take the first step towards securing your financial future.
Pinnacle Financial is able to offer clients professional money management, a wide range of mutual fund investments, and a full service trade desk. Our referral network allows us to introduce our clients to a variety of professionals in areas such as Accounting, Tax Law, Trust Law, Mortgage Lending, and Vehicle Brokerage, just to name a few. For a complete listing of the services we can offer, please visit our Services tab.
Advisory Services and Securities offered through Lincoln Investment
Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com
Pinnacle Financial Advisors LLC and Lincoln Investment are independent, non-affiliated entities.
We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive arising out of your access to or use of these third-party sites. When you access one of these sites, you assume total responsibility for your use of the sites you are visiting.
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PIR Capital LLC
United States
PIR Capital LLC
5 Employees
Location
United States
Description
We provide professional consulting services to help support your accounting, finance, treasury, forensic, risk mitigation and litigation support needs. We bring large public accounting firm experience...We provide professional consulting services to help support your accounting, finance, treasury, forensic, risk mitigation and litigation support needs. We bring large public accounting firm experience, without the overhead.
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Pisenti & Brinker LLP
United States
Pisenti & Brinker LLP
75 Employees
Location
United States
Description
Located California's North Bay area, Pisenti & Brinker LLP is a firm of certified public accountants and business advisors. We work with organizations, business owners and their teams to help them ach...Located California's North Bay area, Pisenti & Brinker LLP is a firm of certified public accountants and business advisors. We work with organizations, business owners and their teams to help them achieve their goals by improving efficiencies and maximizing their profitability.
Along with providing a full range of traditional accounting services such as assurance services, tax planning and compliance, and business advisory services, we take pride in our ability to collaborate with business owners to help them achieve their financial and business goals. Whether it is day-to-day operations or specific issues like business succession planning, obtaining financing or strategic planning, we partner with our clients to help them succeed.
More on the blog: https://pbllp.com/blog/
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PKF Finconta
Romania
PKF Finconta
25 Employees
Location
Romania
Description
PKF Finconta, one of the first 10 profile companies in Romania is member of PKF International Ltd., an international network of independent companies which offers you high class consultancy and audit ...PKF Finconta, one of the first 10 profile companies in Romania is member of PKF International Ltd., an international network of independent companies which offers you high class consultancy and audit in 150 countries across five regions.
Professionalism, responsibility, professional independence and integrity, are core values in PKF Finconta.
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PKF International
United Kingdom
PKF International
651 Employees
Location
United Kingdom
Description
PKF is a global family of legally independent professional services firms bound together by a shared commitment to quality, integrity and the creation of clarity in a complex regulatory environment.
...PKF is a global family of legally independent professional services firms bound together by a shared commitment to quality, integrity and the creation of clarity in a complex regulatory environment.
With offices in 440 cities, we operate in 150 countries across 5 continents and specialise in providing high quality audit, accounting, tax, legal and business advisory services to international and domestic organisations in all our markets.
PKF International member firms have an aggregate fee income of $2.39 billion, and the network is a member of the Forum of Firms - an organisation dedicated to consistent and high quality standards of financial reporting and auditing practices worldwide.
Why you should choose PKF:
PKF member firms around the world offer a wide range of business advice and accountancy services that meet the needs of individual clients in their local markets.
When you use a PKF member firm, you can be confident that the work will be carried out by dedicated professionals with international expertise. Not only do PKF member firms have service and sector specialists in their own marketplace but they can also deliver an international service through their relationships with other network members.
Each team is led by a partner who will deal with you directly and be your regular point of contact.
As a client of a PKF member firm you are assured of:
- a firm that is firmly established and respected in its own country
- a partner-led service
- experts who understand your market
- partners who work hard to understand your specific business and its needs
- knowledge of the local business landscape
- rapid access to technical guidance and support from other member firms if required
- seamless continuity of service for your international business needs.
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PKF Malta
Malta
PKF Malta
25 Employees
Location
Malta
Description
PKF Malta is a dynamic and forward-thinking firm that specializes in audit & assurance, tax, advisory services, and internal audit. We cater to a diverse clientele spanning various industries.
PKF...PKF Malta is a dynamic and forward-thinking firm that specializes in audit & assurance, tax, advisory services, and internal audit. We cater to a diverse clientele spanning various industries.
PKF Malta has built an exceptional reputation over the years, thanks to our unwavering dedication, professionalism, and a genuine eagerness to serve our clients. Our firm boasts a team of experts who bring extensive experience to the table, allowing us to craft high-quality, customized solutions that align with our clients' objectives.
Our credentials hold significant weight, recognized not only by the Government of Malta and its departments but also by key entities such as the Inland Revenue, the VAT Department, the Malta Chamber of Commerce, and the broader commercial sector.
Among our core professional services, auditing takes a central role. Our primary goal is to assess a company's financial statements, in compliance with legal requirements. At present, our team includes professionals and graduates with expertise in economics, law, and finance, backed by a specialized administrative staff.
At present, our team includes professionals and graduates with expertise in economics, law, and finance, backed by a specialized administrative staff. PKF Malta is a proud member of the PKF Global network. As part of PKF, we serve a prestigious clientele and maintain an outstanding reputation, thanks to our dedication, professionalism, and enthusiasm for client service.
Your reliable service provider in Malta for:
• Assurance: Audit, Accounts & Tax Advisory. Insurance Sector Assurance Services
• Advisory: Business Plans, FFSs, CBAs, EIAs, Valuations, Internal Audits, BPR, EU funding, KPI analysis
• Legal: Remote Gaming, Aviation & Shipping
• Licensed Services: Fiduciary Services, CSP Services & Immigration Solutions.
• PKF Academy: Empowering Minds, Shaping Futures
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PKF Mueller
United States
PKF Mueller
75 Employees
Location
United States
Description
PKF Mueller is an award-winning full-service certified public accounting and business advisory firm serving clients both domestically and internationally. Since its 1968 founding, the Firm has signifi...PKF Mueller is an award-winning full-service certified public accounting and business advisory firm serving clients both domestically and internationally. Since its 1968 founding, the Firm has significantly grown and currently serves clients from five offices in the Chicago area and an office in Sarasota. The Firm provides a complete range of accounting, auditing, tax, consulting, and business advisory services.
Our extensive client base includes privately held and publicly traded companies, local governments, and nonprofit organizations within a wide variety of industries. Paying strict attention to detail and personal involvement is the cornerstone of our practice as we strive to enhance the lifetime success of our clients.
Comprehensive financial planning, business planning services, investment advisory services, and insurance-based solutions are available through a separate yet affiliated firm, Mueller Financial Services.
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PKF Nova Konsalting
North Macedonia
PKF Nova Konsalting
5 Employees
Location
North Macedonia
Description
Our specialty is based upon 20+years of professional experience and strive for continuous development and implementing the latest standards in the area in which we affirm our integrity.
We prove hi...Our specialty is based upon 20+years of professional experience and strive for continuous development and implementing the latest standards in the area in which we affirm our integrity.
We prove high level of professionalism through the services we provide: audit, accounting, tax consulting, advisory services and educational training programs for those who are willing to become experts with us.
Our accounting services include:
- Bookkeeping
- Management accounting
- Accounting Advisory
- Financial reporting
- Payroll
Our tax advisors are ready to perform the following services for you:
- Tax accounting
- Tax planning
- Tax compliance and audit
- Tax risk assessment and corporate governance
- Merger and acquisition transactions
- International tax
- Employment remuneration and expatriate services
- Direct and indirect taxes
Our task as a responsible audit team with 12years of experience is to express an independent and professional opinion about whether your financial statements show both the financial position and the results of operations in an accurate and realistic manner.
We adopted audit approach based on professional integrity and proven methodology with which we perform:
- Identifying and assessing risks of material misstatement in the financial statements
- Determining the degree of consistency of the financial statements for the past few years and their compliance with
- International Accounting Standards and International Financial Reporting Standards
- Determining the proper use of accounting policies
- Determining the degree of effectiveness of established internal controls
- If necessary,establishing internal controls
Our services include:
- Audit about compliance
- Advices on corporate governance
- External audit
- Advices on implementing the accounting policies and auditing standards
- Due diligence
- Financial statements
- Research of frauds
- Internal audit, consulting and outsourcing reports
- IT audit and security
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PKF-Francis Clark Chartered accountants & business advisers
United Kingdom
PKF-Francis Clark Chartered accountants & business advisers
651 Employees
Location
United Kingdom
Description
Any good accountancy firm can help with your finance, audit, and tax. But a great accountancy firm does something more.
PKF Francis Clark gives you confidence in your decisions. Bringing technical ...Any good accountancy firm can help with your finance, audit, and tax. But a great accountancy firm does something more.
PKF Francis Clark gives you confidence in your decisions. Bringing technical expertise, a fresh perspective, or a listening ear.
That's important. Because, at best, your accounts tell half your business story. Beyond your figures, there's your ethos. Your goals. The decisions you make. Your finances enable the important things – not the other way around. So truly understanding your business takes time.
And that's what has set us apart since 1919.
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United Kingdom
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25 Employees
Location
United Kingdom
Description
N/a
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PlanPerfect Retirement
United States
PlanPerfect Retirement
5 Employees
Location
United States
Description
PlanPerfect, Inc. is an actuarial and retirement plan consulting firm also known as third party administrators (TPA.) We provide expert plan design, compliance, administration and record keeping servi...PlanPerfect, Inc. is an actuarial and retirement plan consulting firm also known as third party administrators (TPA.) We provide expert plan design, compliance, administration and record keeping services for companies — from one-person "loan out" corporations to firms with up to 300 employees. We work with every conceivable type of industry from Entertainment to Construction.
Our creative solutions exceed basic SEP and SIMPLE designs to provide our clients with higher tax-savings potential through the use of Defined Benefit Pension, Profit Sharing, Money Purchase and Safe Harbor 401k Plans.
Our partners (CPAs, financial advisers, business managers and business owners) work with us because of the services we seem to offer year after year. We solve a lot of problems for people. We answer a lot of questions for our referral sources.
Have questions? We look forward to talking with you.
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Platinum Tax Defenders LLC
United States
Platinum Tax Defenders LLC
25 Employees
Location
United States
Description
Platinum Tax Defenders LLC is a full service, nationwide, fully accredited tax defense firm. We are one of the few tax defense firms with an "A" rating and zero complaints with the BBB. We believe i...Platinum Tax Defenders LLC is a full service, nationwide, fully accredited tax defense firm. We are one of the few tax defense firms with an "A" rating and zero complaints with the BBB. We believe in raising the bar and setting the standard for the tax resolution industry.
We assist companies and individuals who have more serious problems with the IRS or state taxing authorities such as wage garnishments, bank levies, property liens and even tax evasion cases. In addition, we help companies with 940/941 payroll issues. If you or someone you know has these issues, please give us a call at 800-991-3242 for a free consultation.
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Plooto
Canada
Plooto
250 Employees
Location
Canada
Description
Our all-in-one payment automation platform securely automates all payable and receivable workflows, offers extensive payment capabilities, and seamless integration with accounting software to automati...Our all-in-one payment automation platform securely automates all payable and receivable workflows, offers extensive payment capabilities, and seamless integration with accounting software to automatically reconcile invoices.
Founded in 2015 and headquartered in Toronto, Plooto serves over 10,000 North American businesses, and integrates with top accounting software platforms Quickbooks, Xero, and NetSuite. Simplifying complex processes at scale, Plooto is the financial engine businesses rely on to achieve their growth potential.
You can start your free 30-day trial today by visiting our website.
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PMB Helin Donovan
N/A
United States
PMB Helin Donovan
25 Employees
Location
United States
Description
PMB is a provider of accounting, auditing, tax planning and consulting services for individuals and businesses.
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PMC Treasury
United Kingdom
PMC Treasury
75 Employees
Location
United Kingdom
Description
An independent specialist treasury and risk management consultancy offering expert advice and practical support to corporates, private equity and infrastructure funds globally.
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PMG Fonds Management AG - Investment Solutions
Switzerland
PMG Fonds Management AG - Investment Solutions
25 Employees
Location
Switzerland
Description
PMG Investment Solutions AG is currently one of the few independent fund management companies in German-speaking Switzerland. Our independence is important to us, as is the fact that, if possible, we ...PMG Investment Solutions AG is currently one of the few independent fund management companies in German-speaking Switzerland. Our independence is important to us, as is the fact that, if possible, we provide all relevant services ourselves in Switzerland. This allows us to respond to the individual requirements of our clients and fund initiators and at the same time meet the highest quality standards.
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Politis Investment Strategies
Australia
Politis Investment Strategies
25 Employees
Location
Australia
Description
Politis Investment Strategies was established in 1999 with the intention of providing premium Financial Planning and Investment solutions to high net worth individuals and self funded retirees.
We ...Politis Investment Strategies was established in 1999 with the intention of providing premium Financial Planning and Investment solutions to high net worth individuals and self funded retirees.
We are a Financial Services Dealer Group specialising in licensing Tax and Accounting professionals throughout Australia to deliver a premium Financial Planning service.
Our offering enables Tax and Accounting professionals to provide high quality Financial Planning advice, with the full support of investment, technical, administration and compliance professionals.
Politis Investment Strategies holds an Australian Financial Services License and has a growing network of Authorised Representatives who value the importance of being able to go beyond the traditional scope of tax and accounting advice, and provide a comprehensive range of services to their clients.
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Portero Services
United States
Portero Services
5 Employees
Location
United States
Description
Have you lost sight of your business' financial status? Want to improve your bottom line? Portero Services can provide a complete financial picture of your sales, expenses and profits at any point in...Have you lost sight of your business' financial status? Want to improve your bottom line? Portero Services can provide a complete financial picture of your sales, expenses and profits at any point in time for smarter, more accurate business planning throughout the year. We provide business management consulting, bookkeeping, and financial reporting.
We are QuickBooks experts, utilizing the desktop or online versions; however we are familiar with a variety of business management programs and can work with your existing system. If you are interested in converting to a different system, Portero Services can manage that for you as well. We can update your financial records in preparation for tax season, providing a more efficient process, thus saving you time and money!
No office space, equipment or supplies are necessary. Portero Services can access your system remotely. We are available to handle your entire bookkeeping process or a limited number of tasks. We can manage your cash flow, payroll, invoicing, and more…giving you time to focus on what truly matters…running your business!
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Porter's World Consult
Nigeria
Porter's World Consult
25 Employees
Location
Nigeria
Description
We are a collaborative fusion of dynamic, creative and experienced professionals offering a variety of consulting, financial advisory and accounting services.
Our mission is to help our clients fo...We are a collaborative fusion of dynamic, creative and experienced professionals offering a variety of consulting, financial advisory and accounting services.
Our mission is to help our clients focus on growing their businesses by taking on the responsibility of managing their finances with the utmost level of integrity, accountability and transparency required.
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PortfolioShop
United States
PortfolioShop
5 Employees
Location
United States
Description
PortfolioShop provides an outsourced back-office platform as a service. We offer investment managers the ability to leverage our operational and technical expertise that has evolved over our 25 year ...PortfolioShop provides an outsourced back-office platform as a service. We offer investment managers the ability to leverage our operational and technical expertise that has evolved over our 25 year history servicing the alternative investment space. Our solutions enable our clients to re-focus their talents on growing their assets, not their operation. Our commitment to consistently exceeding our clients' expectations result in streamlined workflows/experiences that deliver consistent and reliable information. We are a bootstrapped, family-owned and operated business that truly cares about our clients.
Today, over 100 clients including single and multi-family offices, fund administrators, hedge funds and private equity firms worldwide with assets totaling more than $10 billion rely on PortfolioShop for accurate, timely information and flexible reporting.
Practice Exchange specialises in the sale of Financial Planning and Accounting practices throughout Australia. Our services include practice sales and mergers, and the appointment of partners to firms...Practice Exchange specialises in the sale of Financial Planning and Accounting practices throughout Australia. Our services include practice sales and mergers, and the appointment of partners to firms. In addition to this we contact active searches for firms and professional seeking opportunities within the market.
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PracticeCFO
United States
PracticeCFO
25 Employees
Location
United States
Description
PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices.
PracticeCFO helps practice owners and partners achie...PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices.
PracticeCFO helps practice owners and partners achieve their personally authored definition of success. We do this through the efficient and integrated management of their finances with a primary point of contact. Our services include business and personal financial planning, investment advising, comprehensive tax management, accounting, bill pay, buyer and seller representation in practice transitions, and partnership consulting.
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Premier Audit and Consulting LLC
Azerbaijan
Premier Audit and Consulting LLC
5 Employees
Location
Azerbaijan
Description
Premier Audit and Consulting is a member firm of Praxity Global Alliance LTD, one of the world's largest Alliance of independent accounting firms. Premier is providing high quality services in auditin...Premier Audit and Consulting is a member firm of Praxity Global Alliance LTD, one of the world's largest Alliance of independent accounting firms. Premier is providing high quality services in auditing, accounting and tax, advisory to its clients. Our company has an in depth experience in construction, banking, FMCG areas of business and provide better solutions to its clients.
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Premier Brains Global (Audit | Tax | Advisory)
United Arab Emirates
Premier Brains Global (Audit | Tax | Advisory)
75 Employees
Location
United Arab Emirates
Description
Premier Brains was founded in Dubai (United Arab Emirates) over 12 years back by qualified finance professionals and business advisors with extensive managerial experience in handling audit, assurance...Premier Brains was founded in Dubai (United Arab Emirates) over 12 years back by qualified finance professionals and business advisors with extensive managerial experience in handling audit, assurance, tax, accounting, finance and business consultancy profile engagements.
Premier Brains is currently headquartered in the Emirate of Dubai in the United Arab Emirates and has offices in the Emirate of Abu Dhabi, State of Kuwait, Sultanate of Oman.
Premier Brains is also an independent member firm of Audit International, which is a worldwide active institute that co-ordinates and promotes the global co-operation of certified high-quality, audit, accountancy, tax and legal advisory firms and it has presence in more than 115 countries all around the world.
Owned by 4 highly qualified finance professionals and business advisors, it has offices in India, Kuwait and Bahrain. All 4 PB partners come with strong academic backgrounds – with impressive degrees such as CA, ACCA, CPA – along with a cumulative professional experience of over 70 years.
Our Service Structure,
- Audit & Assurance Services
- Tax Consultancy Services
- Tax Agent Services
- Court Appointed Experts
- Forensic audits
- liquidation Experts
- JAFZA Offshore Agent
- Feasibility Studies
- Business Valuation and Due Diligence Services
- Raising Corporate Finance
- Analytics and Business Process Automation
- Business Process / Accounts Outsourcing Services
- Finance related training courses
Pinnacle Financial Advisors, LLC
PIR Capital LLC
Pisenti & Brinker LLP
PKF Finconta
PKF International
PKF Malta
PKF Mueller
PKF Nova Konsalting
PKF-Francis Clark Chartered accountants & business advisers
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PlanPerfect Retirement
Platinum Tax Defenders LLC
Plooto
PMB Helin Donovan
PMC Treasury
PMG Fonds Management AG - Investment Solutions
Politis Investment Strategies
Portero Services
Porter's World Consult
PortfolioShop
POUS-BUISAN ASESORES, S.L. "LA ASESORIA"
Practice Exchange
PracticeCFO
Premier Audit and Consulting LLC
Premier Brains Global (Audit | Tax | Advisory)