Financial Planning for Businesses
Financial planning is an essential service that provides personalized advice and strategies to help individuals and businesses achieve their financial goals. Through comprehensive budgeting, effective saving, informed investing, and prudent risk management, financial planners create tailored roadmaps for financial success.
Expert financial planners work closely with clients to assess their current financial situations, understand their aspirations, and outline actionable steps to reach those goals. This process often includes evaluating investment options, retirement savings strategies, and insurance needs to protect against unforeseen events.
Expert financial planners work closely with clients to assess their current financial situations, understand their aspirations, and outline actionable steps to reach those goals. This process often includes evaluating investment options, retirement savings strategies, and insurance needs to protect against unforeseen events.
Featured accountants
Get Parallel, Inc.
Nationwide
AI CFO for founders & business owners.
Zach Newman
Client for 3-12 months
Aug 7, 2024
CEO at Enzo Health
"Great team who has been really valuable in the early stages of our business. They have thoughtfully sought to understand our business...
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Appletree
Nationwide
At Appletree Business Services, our specialty is providing small business owners nationwide quality ...
Matthew Saskin
Client for 1-2 years
May 27, 2024
"Happy client of Appletree / for my biz and personal taxes and biz accounting."
Worked with Patrick Dichter
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Solopreneur CPA (Matt Chiappetta, CPA)
Nationwide
CPA for Consultants, Attorneys, and Other Service Professionals with $250k-$2m in revenue
Sean O'Dowd
Feb 12, 2024
"He specializes in solopreneurs and is absolutely fantastic. My wife and I love him and everyone we’ve sent his way loves him...
Worked with Matt Chiapetta
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Framework Tax & Accounting
Nationwide
Framework Tax & Accounting offers expert tax and accounting solutions for complex financial needs...
Aaron Ronquillo
Client for 3-12 months
Oct 30, 2024
Nakoshi
"Our team has been working with Nabil for close to a year now. Him & his team’s expertise has saved us thousands of dollars through write offs we weren’t even...
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Online Taxman/Global Expat Advisors
Nationwide
Boutique international CPA firm for clients in international tax situations
Jay Neyer
Client for more than 4 years
Apr 9, 2024
Founder at LanternSol
"Very knowledgable for taxes, and particularly with digital nomads. Have used for both personal and professional returns."
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Bennett Accounting & Tax LLC
Nationwide
A First-Rate Remote CPA Firm
Yous Yous
Client for 3-12 months
Sep 6, 2024
#RiskEverything #YNWA
"Ezry is very professional, very young, and extremely knowledgeable. It is my first year in business, whenever I have an issue or question he has an...
Worked with Ezry
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Ursa Consultants
Nationwide
Ursa Consultants offers accounting and financial consulting services to startups, prioritizing scalable...
Mako Ueda
Client for 3-12 months
Aug 26, 2024
Operations Manager
"I've had the privilege of working with Jace long before he founded Ursa Consultants. His extensive experience as a fractional CFO, combined with his work with hundreds of s"
Worked with Jace, Elva, Sara
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Walker Advisory, LLC
Nationwide
Profitability Experts on a mission to help thousands of small businesses grow their bottom line.
Neil Orwick
Client for 3-12 months
Jun 12, 2024
Owner at Kitchen Traditions
"Great services. Complete knowledge of accounting and organizational methods "
Worked with Cole
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Graphite
Nationwide
The #1 Team Startups Rely On For Accounting & CFO - Get clean books, strategic guidance and industry...
Ian Jaffrey
Client for more than 4 years
May 30, 2024
CEO
"I've been working with the Graphite team for years, and they've been an amazing partner every step of the way. They're easy to work with, highly collaborative, and...
Worked with Paul Bianco
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Alpine Mar CPAs & Advisors
Nationwide
The Modern Day CPA Firm
Kris Bowen
Client for 2-4 years
Jun 20, 2024
Owner, Scratchworks Designs, LLC
"I have been working with Alpine Mar for a few years, and they have consistently exceeded my expectations. Their team is incredibly...
Worked with Pablo, Kevin
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DEWITCO Group
Nationwide
Fractional CFO Services for Agencies
Till CFO
Nationwide
The Fractional CFO Firm to Early-Stage Pioneers
Carter Hopkins
Client for more than 4 years
Sep 16, 2024
CEO at Pursuit Sales Solutions
"Till CFO has provided phenomenal guidance and leadership that has been nothing short of transformative for our organization. Their proactive approach to identifying and add"
Worked with Bo Weathersbee
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Full-Stack Finance Services for VC Backed Companies - Built By VCs themselves.
Ben Coleman
Client for 3-12 months
Sep 25, 2024
CEO at Amalgam
"Kaley and the Fiat Finance team handle our corporate taxes, and we couldn't be happier with the level of service they provide. They have the expertise to act as...
Worked with Kaley Pate
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Accounting & Finance for Cash Flow Businesses
Daniel Art
Client for 1-2 years
Nov 21, 2024
CEO Founder Loc & P Consulting
"Great service; nimble, knowledgeable, and phenomenal to collaborate with. Additionally, they strive to fix any issues that arise as fast as...
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Fuelfinance
Nationwide
Make finances your fuel, not headache
Baldridge Financial
Houston, Texas
Baldridge Financial Services specializes in comprehensive financial planning and tax solutions for small...
Nikita Bier
Client for 1-2 years
Feb 15, 2024
Co-founder at Gas
"Extremely experienced with S-Corp taxation and optimizing deductions"
Worked with Mitchell Baldridge
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Exencial Wealth Advisors
Nationwide
Exencial is a leading independent wealth management firm that provides comprehensive services such...
Spencer Scott
Feb 12, 2024
"I have a legendary one in @Austin_Winsett ...
Worked with Austin Winsett
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JT Levin & Associates
Chicago
JT Levin & Associates is a Highland Park, Illinois-based accounting firm dedicated to serving the financial...
MarySue IRL
Feb 12, 2024
"Jeff Levin Highland Park, Illinois. Supported small biz & personal since 2008. Some great stuff. Some complex international. Some horrid separation & losses due to my ex-ga"
Worked with Jeff Levin
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