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.
Aaron McReynolds
Client for 3-12 months
Aug 7, 2024
CEO at Alysio
"Glowing recommendation for Parallel and their team. Their product helps us daily to make the right decisions at the right time. Highly...
Worked with Renato
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All accountants
Appletree
Nationwide
At Appletree Business Services, our specialty is providing small business owners nationwide quality ...
Ben Tiggelaar
Client for 1-2 years
May 27, 2024
"they haven’t fired me yet as a customer (I can be demanding and expect quality). Like them as it’s fully outsourced small business accounting, payroll and personal tax. Use"
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
Robert Leonard
Feb 12, 2024
"@MattChiaCPA has been fantastic!"
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
Josh Marze
Client for more than 4 years
Apr 11, 2024
Lead Planner
"I wish I would have known about these guys when I started my overseas career 15 years ago! Experts in tax planning and wealth...
Worked with Vincenzo Villamena
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Bennett Accounting & Tax LLC
Nationwide
A First-Rate Remote CPA Firm
teddy teddy
Client for 1-2 years
Sep 7, 2024
business
"Bennett Accounting & Tax have been exceptional to work with, thanks in no small part to Ezry, who went above and beyond in addressing my questions...
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...
Jordan Nathan
Client for 2-4 years
May 28, 2024
CEO & Caraway Home
"Graphite is an excellent partner. They work fast & are highly strategic. Could not recommend them more!"
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
Shelby Burford
Client for 3-12 months
Sep 16, 2024
Principal at Best Foot Executive Communications
"Till CFO is the missing puzzle piece for focused founders too busy to establish a clear financial strategy alone yet too ambitious to embark on a future without one. Their "
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Full-Stack Finance Services for VC Backed Companies - Built By VCs themselves.
David Nguyen
Client for 0-3 months
Oct 14, 2024
COO / Co-Founder
"Kaley Pate at Fiat Finance has been incredible to work with. Communicative, thorough and quick. I can't recommend highly enough! "
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Our firm combines tax expertise with financial planning to offer a unique, all-in-one approach—helping...
Shira S
Client for more than 4 years
Jan 16, 2025
"Trevor has been doing our taxes for many years. This includes personal and our small business. He has also helped me with my...
Worked with Trevor
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Accounting & Finance for Cash Flow Businesses
Jason Kuest
Client for 1-2 years
Nov 21, 2024
CPA
"Chase and the team at Good Operator are fantastic to work with. Sharp, responsive, practical, conscientious and reliable. All the...
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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...
Symoné B. Beez
Feb 12, 2024
"I love my CPA and his team @baldridgecpa"
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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