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Ettore
lota Finance
Igor from lota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.
Jordan Smith
Nimbl
My company started using Nimbl after parting with our controller. I discovered he had not reconciled our books for nearly the entire year! I felt very hopeless and overwhelmed and reached out to Nimbl for help. They got our books in order and even helped us establish a new payroll system and process. The professionals at Nimbl have been fantastic to work with and the ROI was immediately obvious.
Robert Prentice
Graphite
Graphite has been our accounting firm since very early on and never once have we second guessed our bookkeeping, financial modeling or taxes. Everyone we have worked with there has always been punctual, communicative and a true partner. They are fantastic at what they do!
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Most Reviewed Accounting Firms
33 Client Reviews
"Rivet is far and away the best CPA firm I've ever worked with. Their staff is amazing, and their responsiveness cannot be matched.
I've recommended many people to Rivet already, and each has said the same thing: "This group is the best.""
I've recommended many people to Rivet already, and each has said the same thing: "This group is the best.""
25 Client Reviews
"Nimbl works at holding the sacredness of trust carefully in how they prepare, follow through, and reconcile perceived or real discrepancies. They provide us peace of mind, day-to-day, and a supportive perspective of the future enabling us to prepare and position ourselves to make the most of every opportunity. They are high-quality people who demonstrate proficiency and competency in their work and utilize...
Most Reviewed Financial Advisors
11 Client Reviews
"He has created a comfortable/ approachable working relationship for us — always available for a call, text, or impromptu coffee meeting to walk through all sorts of questions and scenarios. He’s great at presenting options, showing the pros and cons, and helping us land on the right decision for us"
8 Client Reviews
"Thomas has been great to help us organize our financial life. He gives simple and straightforward advice that is super easy to implement."
Browse Accounting Firms
25 Client Reviews
"Nimbl works at holding the sacredness of trust carefully in how they prepare, follow through, and reconcile perceived or real discrepancies. They provide us peace of mind, day-to-day, and a supportive perspective of the future enabling us to prepare and position ourselves to make the most of every opportunity. They are high-quality people who demonstrate proficiency and competency in their work and utilize...
22 Client Reviews
"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company. It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
Browse Financial Advisors
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management...
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management...
Browse Fractional CFO’s
3 Client Reviews
"When working with Bison CFO I was able to to lay out my business strategy and bounce ideas off them for future growth. Bison help set a clear vision and gave me the confidence in my decision-making process for the future success of my business."
3 Client Reviews
"I worked with them for over 2 years. Reliable team, fast communication."
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