We partner with businesses and people who want to get more out of life. We use our deep financial expertise to help our clients see what's possible.
We make sense of each client's unique financial...We partner with businesses and people who want to get more out of life. We use our deep financial expertise to help our clients see what's possible.
We make sense of each client's unique financial landscape and provide clarity. Then we focus on giving clients back control over their financial futures.
Together we design a tailored roadmap for wealth to meet everyone's specific goals and lifestyle needs. And this is our formula for confidence and peace of mind.
We're path finders, business builders and future realisers. We work hard to ensure our clients are on the right track... for life.
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Process Excellence AG
Switzerland
Process Excellence AG
5 Employees
Location
Switzerland
Description
Process Excellence is committed to fundamental values which shape our culture. We are transparent, efficient, authentic, fair, innovative from experience and we deliver sustainable solutions, attachin...Process Excellence is committed to fundamental values which shape our culture. We are transparent, efficient, authentic, fair, innovative from experience and we deliver sustainable solutions, attaching great value to respect, modest appearance, persistence in the cause and a relaxed attitude - even in the most challenging situations.
We successfully and efficiently manage assignments with clients around the world, leading change management projects, and coaching and supporting companies in product development areas (Requirements and Risk Management etc.). Our key areas of service excellence are as follows:
TRUST
☞ Our accounting and tax management services help small- and midsize companies to focus on their main strengths. Outsourcing to Process Excellence AG (PX) helps you on both focusing on your main activities and optimizing accounting procedures and tax management. In most cases optimized tax management has a direct positive impact on your annual financial results.
BUSINESS MANAGEMENT
☞ Beside the typical accounting services we support our customers in all aspects of management, IT and administration of a small company operation. You can focus on your key strength by outsourcing all additional business management tasks to Process Excellence.
TECHNOLOGY CONSULTING
☞ Technology is key for increasing growth and productivity. We take the time to understand your business processes, we ask the right questions and we listen to you in order to be able to support you in your specific challenging situations.
TRAINING & COACHING
☞ We are specialize in developing custom, web-based training programs. Our goal is to deliver formal and professional training via web based communication platforms, an approach that minimizes the costs of in-person training, while maximizing development of a consistent set of skills and knowledge in your organization.
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ProDome Management Consulting L.L.C.
United Arab Emirates
ProDome Management Consulting L.L.C.
75 Employees
Location
United Arab Emirates
Description
ProDome is an alliance of talented Certified Public Accountants and Financial Experts joined together to provide the UAE business community with value added Advisory, Accounting and Tax solutions tail...ProDome is an alliance of talented Certified Public Accountants and Financial Experts joined together to provide the UAE business community with value added Advisory, Accounting and Tax solutions tailored to its needs.
Our Directors provide clients with high quality professional advise and service as well as the know how to work through matters with them on a one to one basis.
Four of our Directors are Certified Public Accountants with distinguished qualifications and extensive experience in the areas of External/Internal Audit, Management Accounting, Tax Advisory, Risk Management and Financial Restructuring.
ProDome has been providing Accounting, Business Advisory Services, Tax Services and outsourcing solutions Since 2003.
ProDome Consulting is a Certified Tax Agent and employ Five Registered Tax Agents.
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Profitopia
United States
Profitopia
5 Employees
Location
United States
Description
Imagine an ideal accounting group for your business.
In a perfect world, you would have a reliable partner who is just as dedicated to increasing your company's profits as you are. You would have t...Imagine an ideal accounting group for your business.
In a perfect world, you would have a reliable partner who is just as dedicated to increasing your company's profits as you are. You would have trusted financial experts to handle everything from tax filing and documentation to payroll and receivables. You would be able to focus on and enjoy what you do best: running your business.
That's where Profitopia comes in: the ideal accounting firm committed to taking headaches and accounting chores off your plate — and finding ways for you to make your company more profitable.
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Quality Back Office
United States
Quality Back Office
25 Employees
Location
United States
Description
QBO is a full service accounting firm providing back office services to all types of businesses. What is the back office? It's the area of your business that involves paperwork, accounting, bookkeepin...QBO is a full service accounting firm providing back office services to all types of businesses. What is the back office? It's the area of your business that involves paperwork, accounting, bookkeeping, banking, bill pay, invoicing, payroll, taxes, human resources and much more. We take over any or all of these tasks that take up all of your time and prevent you from growing your business.
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Quantum FS
Australia
Quantum FS
5 Employees
Location
Australia
Description
Quantum Financial Solutions is a dynamic, privately owned, Australian Financial Services Group with a unique partnership model. Our intent is to create commercial scale and to provide a forum for fina...Quantum Financial Solutions is a dynamic, privately owned, Australian Financial Services Group with a unique partnership model. Our intent is to create commercial scale and to provide a forum for financial advisors to build wealth in a fun, positive and supportive environment whilst offering excellent advice and exceptional client service. All financial advisors, brokers and key staff are offered shares on the basis of performance or value added by incorporating their client base.
Quantum Financial Solutions had offices nationwide and is in rapid growth mode, operating in Sydney, Melbourne, Brisbane & the Gold Coast. Our business model is based on a combination of acquisitions and formal associations with allied service providers who share our vision and values.
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Rebecca Adams LLC
United States
Rebecca Adams LLC
5 Employees
Location
United States
Description
Rebecca Adams LLC offers accounting, full bookeeping, payroll, medical billing, and
tax preparation, strategy, and consulting services.
Our goal is to provide quality tax and accounting services,...Rebecca Adams LLC offers accounting, full bookeeping, payroll, medical billing, and
tax preparation, strategy, and consulting services.
Our goal is to provide quality tax and accounting services, saving you time, stress, and money.
We are equipped to handle any needed bookkeeping and accounting services including financial reports, profit and loss statements, business taxes, daily bookkeeping accounts receivable, accounts payable, medical billing, Part A and B Medicare billing, and some collections.
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Richard J Smith & Co
United Kingdom
Richard J Smith & Co
25 Employees
Location
United Kingdom
Description
Richard J Smith & Co is a firm of Insolvency Practitioners and Forensic Accountants.
We deal with all aspects of Corporate, Partnership and Personal debt, insolvency, restructuring and recovery. ...Richard J Smith & Co is a firm of Insolvency Practitioners and Forensic Accountants.
We deal with all aspects of Corporate, Partnership and Personal debt, insolvency, restructuring and recovery. The huge range of options can be difficult to understand and navigate and we are here to help with that.
Taking advice at an early stage can help to save businesses and protect assets. We offer a free, initial consultation where we will seek to quickly understand your financial position and offer you advice with options, alternatives and recommendations.
We also provide reports and give expert evidence in court on a wide range of forensic accounting topics. We act in both civil and criminal cases as needed and also offer a free, initial forensic accounting consultation.
We have offices in Ivybridge, Truro and Exeter as well as being available to attend your business premises or to have an initial telephone discussion.
Please contact us for more information and our friendly local team will be happy to help.
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RIVR Advisors
United States
RIVR Advisors
5 Employees
Location
United States
Description
Specializing in bookkeeping, financial analysis, financial modeling, business valuations, fractional CFO services, due diligence review and financial statement cleanup
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RJ Augustine & Associates, CPAs
United States
RJ Augustine & Associates, CPAs
25 Employees
Location
United States
Description
R.J. Augustine is one of the leading firms in and throughout Illinois. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analys...R.J. Augustine is one of the leading firms in and throughout Illinois. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. R.J. Augustine's is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Chicago's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around Chicago. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose R.J. Augustine receive competent and timely advice.
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Robert Lee & Associates, LLP
United States
Robert Lee & Associates, LLP
75 Employees
Location
United States
Description
You're different. So are we…
We are not your "average" firm. Far from it. We are a firm of entrepreneurs focused on your business. Our partners, managers and staff know that our clients don't rea...You're different. So are we…
We are not your "average" firm. Far from it. We are a firm of entrepreneurs focused on your business. Our partners, managers and staff know that our clients don't really win unless we are adding value with new ideas, insights and solutions. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We take pride in giving you the personal assistance that comes from years of advanced training, technical experience and financial acumen.
Since our founding, RLA has specialized in serving closely-held companies, family businesses, entrepreneurs, and high net-worth individuals and their families. Many of our business clients are in their second and third generation of ownership, and over this period RLA has been their only professional CPA advisor. This is an accomplishment we are very proud of.
As certified public accountants and business consultants, we believe that truly understanding the industries in which our clients operate enables us to deliver the most effective solutions to their unique needs. To support this, we have developed concentrations in the construction, manufacturing, and non-profit industries. This platform allows us to deliver cutting-edge solutions and provide the best advice to help our clients succeed.
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RSM Egypt - Consulting | FPO
Egypt
RSM Egypt - Consulting | FPO
75 Employees
Location
Egypt
Description
RSM Egypt is a professional firm specializing in financial & management consulting and financial process outsourcing. RSM Egypt is a sister firm of The Arab Chartered Accountants, which specializes in...RSM Egypt is a professional firm specializing in financial & management consulting and financial process outsourcing. RSM Egypt is a sister firm of The Arab Chartered Accountants, which specializes in accounting, auditing, tax and corporate advisory services. Together the two firms have 20 partners and over 250 professionals serving clients from six locations in Egypt, including four in Cairo. The two firms represent RSM International in Egypt.
RSM Egypt's areas of expertise in financial consulting include financial feasibility studies; including market analysis, financial & capital restructuring, mergers & acquisitions, divestments, business valuations & financial policies, and procedures development.
RSM Egypt's areas of expertise in management consulting include strategic planning, corporate governance, performance measurement, organizational structures, process improvement, and management information systems.
RSM International is the 6th largest global audit, tax and consulting network in the world. It has firms in 120 countries and is in each of the top 40 major business centers throughout the world. RSM has a combined staff of over 43,000 in over 800 offices across the Americas, Europe, MENA, Africa and Asia Pacific.
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S. Mark Hand & Associates, P.A.
United States
S. Mark Hand & Associates, P.A.
5 Employees
Location
United States
Description
Formed in 1998 by S. Mark Hand, a former KPMG tax partner, our firm serves high wealth individuals and businesses with the quality of national accounting firms, while providing the accessibility and t...Formed in 1998 by S. Mark Hand, a former KPMG tax partner, our firm serves high wealth individuals and businesses with the quality of national accounting firms, while providing the accessibility and touch of a local firm. Our offices are located on the Southbank of downtown Jacksonville, Florida. Our principal CPA's have "Big Four" accounting firm experience and continue to provide superior tax planning and consulting services to our clients. Our clients include both large and small business owners, professionals, real estate and construction companies, transportation and manufacturing companies. We coordinate business planning with the personal financial needs of the business owners; including personal financial planning and estate planning for business owners. We also provide financial statement reviews and compilations and business valuations and litigation support as needed
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San Diego Pension Consultants
United States
San Diego Pension Consultants
25 Employees
Location
United States
Description
Success Begins with a Plan
A New Level of Service in Plan Design and Administration
Maximum value. Innovative solutions. Smart business. It's what you strive for as a business professional. At S...Success Begins with a Plan
A New Level of Service in Plan Design and Administration
Maximum value. Innovative solutions. Smart business. It's what you strive for as a business professional. At San Diego Pension Consultants, these are our goals too.
With years of training and a wealth of industry experience, San Diego Pension Consultants has become a recognized leader in retirement plan innovation. Our talented team of consultants, administrators, and actuary's custom designs every plan to dovetail with the unique business goals of our clients. State-of-the-art information and communication technologies fuel every stage of implementation.
From one-participant to thousand-participant plans, we approach even routine administration pro-actively. Pension regulations are complex and ever-changing. Best practices may change from year to year. We strive to keep our knowledge base up-to-the-minute, our clients informed, and their plans performing optimally at all times. Above all, as professionals ourselves, we understand that expertise is no substitute for responsiveness, and that our reputation for customer service must be earned anew every day. It's all part of our commitment to retirement plan solutions, and part of the reason why some of the nation's most discerning and successful businesses place their trust in us.
About Us
Experience has taught us that a well-thought strategy is the foundation for all that follows. Our retirement plans and custom design features strategically balance the intricacies of eligibility requirements, contribution allocation formulas, withdrawal rules, IRS compliance, and other complicated technical issues. With San Diego Pension Consultants at your side, you can have conï¬dence that your plan has been optimized to speciï¬cally address unique business needs and maximize tax beneï¬ts.
We realize that our success ultimately depends on the satisfaction of our clients and their advisors. Our experienced staff is always within reach to answer technical questions, respond to requests, and provide up-to-date information. Each client has a dedicated administrator to help keep things running smoothly by assisting with ongoing compliance, operational issues, and participant communication. All professional staff members maintain or are pursuing industry designations requiring extensive levels of examinations and continuing education.
We are with you every step of the way. It's all part of our unwavering commitment to client satisfaction through the highest levels of service and technical expertise.
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Paul & Hassan Chartered Accountants
United Arab Emirates
Paul & Hassan Chartered Accountants
25 Employees
Location
United Arab Emirates
Description
Paul & Hassan Chartered Accountants is a one stop company for all your accounting and financial services needs.
Being a member of the AFFILICA International, affiliates worldwide, we strive to Simpli...Paul & Hassan Chartered Accountants is a one stop company for all your accounting and financial services needs.
Being a member of the AFFILICA International, affiliates worldwide, we strive to Simplify and Streamline the requirements of our clients thus leading to Success and value addition.
Being established in 2004, we have gained in-depth knowledge with regards to the customs, business practices and legal systems followed in the UAE, along with international accounting practices. Hence, enabling us to provide customized solutions and services to our clients.
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PCBancard
United States
PCBancard
75 Employees
Location
United States
Description
PCBancard is a full-service Merchant Services ISO (Independent Sales Organization). We don't like to toot our own horn, but we're an INC. 5000 company and a leader in the Merchant Services Industry. W...PCBancard is a full-service Merchant Services ISO (Independent Sales Organization). We don't like to toot our own horn, but we're an INC. 5000 company and a leader in the Merchant Services Industry. We're also one of the first companies in the country with a VS/MC approved Cash Discount Program and pride ourselves in being able to help businesses fight back against ever-rising credit card processing fees.
We offer the lowest rates, the highest quality in customer service (locally located in our corporate office), next day funding on all transactions, as well as advanced technology and plug-ins to make your reconciliation super easy and efficient.
We take pride in helping business owners save money on their credit card processing fees and streamline their current processes to make their customer's point of sale experience fast, simple, and secure.
Our solutions include:
Traditional Processing
Cash Discounting
B2B Processing
E-Commerce
Mobile Processing
And more.
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PIM Capital Fund Services
Mauritius
PIM Capital Fund Services
25 Employees
Location
Mauritius
Description
PIM Capital Management is a regulated CIS Manager providing financial services in respect of global funds, currently Mauritius and Guernsey.
Core competencies include fund services (administration,...PIM Capital Management is a regulated CIS Manager providing financial services in respect of global funds, currently Mauritius and Guernsey.
Core competencies include fund services (administration, management and distribution) across traditional and alternative fund structures.
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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.
An independently owned & licensed Wealth Management & Business Advisory firm.
We have a genuine care for our clients and specialise in:
1. Business Owners: Who want to make their business more pr...An independently owned & licensed Wealth Management & Business Advisory firm.
We have a genuine care for our clients and specialise in:
1. Business Owners: Who want to make their business more profitable, sale-able & valuable & want improved cash flow & clarity over the numbers.
2. Aged 25-45: We are the founders of 'The Young Millionaires Club'​: An exclusive advisory offering for professionals & business owners aged 25-45 who we help to develop net wealth of $1M+.
3. Aged 45-65 Baby Boomers: Plan your self funded & comfortable retirement with us.
4. SMSF's & Retirees
5. Companies - We provide a free Corporate Wellness & Protection Program rewarding your team for healthy habits & tied to income protection & life insurance.
See www.prosperadvisory.com.au or call 9557 7654 for free e-books & to book a free meeting to see how you could improve your results.
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Quantum Group
Australia
Quantum Group
25 Employees
Location
Australia
Description
Quantum Group is a leading investment company providing a range of financial advisory, property funds management, investment research, development services and financing facilities to professional inv...Quantum Group is a leading investment company providing a range of financial advisory, property funds management, investment research, development services and financing facilities to professional investors, individuals, accountants and financial dealer groups, in Australia, New Zealand, Hong Kong, China, Singapore and Malaysia.
Since inception in 1999, Quantum has managed property development projects in excess of $1.9 billion, via Quantum Funds Management Limited, a registered funds management company that holds an Australian Financial Services Licenses (AFSL) with the Australian Securities and Investments Commission (ASIC). This boutique funds management business manages development projects via Quantum Developments. These include property syndication, residential property and mortgages backed funds across Australia and the United States of America. Quantum Funds Management, has created and maintained a track record in managed funds, having previously operated over 24 registered ASIC managed funds both listed and unlisted, and has or is developing over 17 similar development projects across Australia.
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Ragan & Associates, PA
United States
Ragan & Associates, PA
5 Employees
Location
United States
Description
Our team of CPAs, AVAs and MBAs are experts in business valuations,
structuring complex transactions, bank financing, contract
negotiations, due diligence, and legal documentation saving thousands
...Our team of CPAs, AVAs and MBAs are experts in business valuations,
structuring complex transactions, bank financing, contract
negotiations, due diligence, and legal documentation saving thousands
on attorneys' fees. From mergers to exit strategies and divestitures,
we are renowned for facilitating win-win transactions and more
importantly, successful transitions.
We are also publishers of an industry standard book, "The Complete
Guide to Mergers and Acquisitions of CPA Firms". This Guide documents
every step of the process complete with financial analyses, economies
of scale and projections, legal templates, and dozens of useful lists,
forms and procedures.
Whether you want to expand your practice, merge or are thinking of
selling, it's never too early to begin planning so that you can get
the highest possible value upon divestiture. We also have many
references we are happy to share with you.
OUR SERVICES:
For Sellers
Our firm has completed 100s of creative transactions that we can share
with those of you who are contemplating an exit strategy. Many
practitioners are unaware of the diverse opportunities available to
them depending on a firm's short and long-term objectives. For
example, many owners/partners want to work much longer than
traditionally, and they can, buyers will keep them on for as long as
they want and on their terms. In fact, the name of one of our book
chapters is "Sellers can have it all, they just have to ask".
Ø Get a multiple that reflects the true value of your firm
Ø Continue working as Principals for as long as desired
Ø Structure the Deal so that you share in the growth of client base
Ø Have all of their staff members and clients transfer to the new
entity, seamlessly
Ø Share in your businesses growth, thereby increasing the final purchase price
Ø Enjoy access to our pre-qualified list of local, regional and national Buyers
ROCG Asia Pacific is part of ROCG Global. We are a full services accounting and business advisory firm with offices throughout Australia and New Zealand. The benefits to our clients from this network...ROCG Asia Pacific is part of ROCG Global. We are a full services accounting and business advisory firm with offices throughout Australia and New Zealand. The benefits to our clients from this network are significant.
- Access to industry specialists from throughout the region
- Ability to benchmark with similar but non-competing businesses
- On the ground expertise in the markets where you want to do business
As part of ROCG Global with offices in North America, Europe and Asia Pacific, we are the only international firm specialising in the areas of strategy, finance and operations for privately owned and family businesses.
We deliver – by adopting and fully embracing a collaborative approach to our clients' business issues to achieve impact through genuine insight.
We perform – with organisations across the globe, with business enterprises in every industry. We do it by adopting and fully embracing a collaborative and dynamic approach to our client's business requirements.
We know our business. Collectively our principals have hundreds of years of consulting experience with clients across a wide range of industries. And we use our experience to help our clients solve complex business problems.
Our understanding of the issues and drivers that impact on individual industries gives us a unique ability to deliver outcome-driven solutions to complex business issues. Solutions that drive business performance and increase business value.
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SAF Solutions
United Kingdom
SAF Solutions
5 Employees
Location
United Kingdom
Description
SAF Solutions has evolved to provide market leading commercial and financial sales support for blue chip suppliers of equipment and energy solutions to both the public and private sectors.
Our in-d...SAF Solutions has evolved to provide market leading commercial and financial sales support for blue chip suppliers of equipment and energy solutions to both the public and private sectors.
Our in-depth knowledge, innovation and experience has enabled our dynamic team to have a fundamental commercial role in closing and funding sales in excess of £300million.
A number of market leading suppliers and manufacturers have chosen to retain the services of SAF to assist with the provision of commercial and financial solutions to their customers, with the ultimate aim of closing more sales.
Additionally, on a day to day basis our project finance team successfully structures and arranges complex transactions and ultimately provides a bespoke solution that works for all parties. Project finance transactions can be complex and sometimes lengthy, the SAF team has the expertise to work our way through the many disciplines these challenging projects present.
SAF's unique approach sees us tailor solutions to meet the needs of market leading suppliers and end users in the public and private sector. Utilising our unique knowledge and aligning it with our market leading customer service we are able to assist customers at all stages of the sales cycle and ultimately bring about a swift conclusion to these often complex solutions.
PrimeAdvisory
Process Excellence AG
ProDome Management Consulting L.L.C.
Profitopia
Quality Back Office
Quantum FS
Rebecca Adams LLC
Richard J Smith & Co
RIVR Advisors
RJ Augustine & Associates, CPAs
Robert Lee & Associates, LLP
RSM Egypt - Consulting | FPO
S. Mark Hand & Associates, P.A.
San Diego Pension Consultants
Paul & Hassan Chartered Accountants
PCBancard
PIM Capital Fund Services
Politis Investment Strategies
POUS-BUISAN ASESORES, S.L. "LA ASESORIA"
Prosper Advisory
Quantum Group
Ragan & Associates, PA
Resa y asociados, S.C.
ROCG Asia Pacific
SAF Solutions