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Oakley Business Plan Consultants

Browse these business plan consultants with great ratings from Thumbtack customers in Oakley.

Wooden Shipp's
4.8
from 43 reviews
  • 43 years in business
  • 67 hires on Thumbtack
Bob F.
Verified review

Bill has provided consulting services for us over a period of several years. He has helped us purchase 2 computers and transferred everything from the old to the new. He has also helped us buy a printer and set it up. It's obvious Bill knows computers and he has the ability to do research and find answers when necessary.

  • 28 years in business
  • 33 hires on Thumbtack
Jared G.
Verified review

Charlotte was amazing! She came to our home and got the whole process done in just an afternoon. My wife and I had to file in 2 different states, with a total of 4 jobs between us. Charlotte also offered us great financial advise for how to plan for our future and start saving for our first home. You can tell that Charlotte truly does care and wants to help her Clients. Charlotte knows her stuff, I would highly recommend her to anybody!

Top Pro
Pointe Tax Advisory Services
5.0
from 15 reviews
  • 9 years in business
  • 15 hires on Thumbtack
  • Top Pro on Thumbtack
Paul M.
Verified review

Ms Noella has been my go-to tax adviser for the past 4 years. I first worked with her when I was being audited by the IRS. She was able to work with me to resolve the issue and prepare me for the next year in terms of planning. She brings her experience from her work with the IRS to bear when tackling tax issues. My tax return is always fairly complex as it includes stocks, stock options, RSUs and other corporate incentives like bonuses and ESPP. The return also includes other personal stock and property investments. I have peace of mind with Ms Noella handling my taxes. I am extremely thankful about her ability to help me plan for the following year from a tax perspective. Anything to minimize any nasty surprises is always welcome.

  • 14 years in business
  • 25 hires on Thumbtack
Nancy S.
Verified review

We hired TMB to do some clean up work after our last bookkeeper. What was supposed to be a quick assignment, quickly turned into a long term relationship. Tamika-Marie, was prompt and thorough in her assessment of our financial status, help us switch to a better accounting platform and mitigated our expenses by adding apps instead of the 12 different systems we were using. I recommend her to any small business looking to re-evaluate the operations.

My Tax Angel
5.0
from 12 reviews
  • 4 hires on Thumbtack
Michael S.
Verified review

I usually use an online tax prep application to do my tax prep myself but last year things got more complicated as I had my regular job, did a bit of consulting on the side, and drove for Uber part time, plus the usual home, medical, and investment stuff to worry about. So I had all kinds of things to organize and I knew I needed some help. Jennifer at MyTaxAngel was very friendly, understanding and patient. She asked all the right questions, processed the info that I provided her quickly and expertly and got back nearly twice what I could have on my own. My wife and I are very happy with our experience with her and with how well things worked out this year for us. We will definitely be going to her again. I give her the highest praise and recommendation. She's good, her prices are fair and she is also a very nice person who it is comfortable to do business with.

TaxWorks Plus, Inc.
5.0
from 12 reviews
  • 10 years in business
  • 14 hires on Thumbtack
Jennifer I.
Verified review

I went in to see Naseer for a free consultation, as I'm fairly new as a freelance writer and didn't know anything about what had to be done with my taxes. He immediately found out that my previous accountant had done my taxes wrong, and I didn't have my Schedule C -- and I was wondering why I didn't have it when I was filing for insurance. Not only did he find the error, but he walked me through the ways that I could save money, taught me how to keep track of my expenses for my business, and overall would be helping me to save a bunch of money. I was extremely nervous about this year's taxes since last year hit me rather hard, but I'll be coming back to see Naseer when it comes time to file my taxes. He's a great guy, wonderful to talk to, and he'll make sure everything gets done properly.

BRIDGES Consulting
5.0
from 6 reviews
  • 14 years in business
  • 2 hires on Thumbtack
Rob S.
Verified review

Adam is very knowledgeable and professional; he produces high quality work. I recommend you consider Adam, particularly if you are seeking expertise in planning / business analysis, vision / value proposition, market research or fundraising.

  • 24 years in business
  • 5 hires on Thumbtack
Scott R.
Verified review

Jubal and Grant were both incredible to work with! The communication from JDID on our project was exceptional and we were able to collaborate to finish our CAD drawings in the agreed upon time. While JDID noted at our initial consultation that their company usually handles large projects with big accounts they treated our small endeavor with the utmost professionalism and attention. We will definitely return to JDID to seek further services as we grow our business.

Soaring Revenues, Inc
5.0
from 5 reviews
  • 4 years in business
  • 2 hires on Thumbtack
Hani J.
Verified review

I have used consulting/coaching company before meeting Mr. Mourad and spent thousands of Dollars without seeing much noticeable results until I met my "Action Coach", Mr. Mourad in which I saw an immediate jump in my income in the first month. When working with Mourad the first thing you notice is that he takes your success as a personal responsibility of his and put his heart into it. He is teaching me not only to be a Business man but a leader, a mentor, a good reader and helped me refine my vision and the way I look into things. I highly recommend him and I'm very grateful and thankful to him.

  • 7 hires on Thumbtack
Ginelle N.
Verified review

I had the pleasure meeting and working with Rebecca at my start-up company. She helped jump-start my business by providing various accounting and financial services. She is an experienced, seasoned and professional CMA. Not only was she efficient, prompt and reliable, she was also personable and met my consulting needs while delivering in a timely manner. I highly recommend her services and would love to work with her again!

Old Goat Capital, Inc.
4.5
from 2 reviews
    Greg S.
    Verified review

    Trent wrote an effective and well researched business plan for our project and I enthusiastically recommend his work. He is an effective communicator who is always responsive and thorough.

    • 13 years in business
    Kasia B.
    Verified review

    My testimonial to you Arash Ghiasi: When Arash appeared in my life I was on the edge of losing all hope in humanity and giving up on life itself. I had poured my services, time, and efforts into multiple business opportunity ventures working aside owners with no integrity. I was left high and dry and not a penny to show for it. Arash literally pulled me out of the trenches of hell and misery and revived me back to life. His kind, nurturing words and spirit I could feel directly through the phone as he prayed for me. Not only did I have a spiritual awakening, and found my relationship with God again, be he instilled in me a new sense of self-confidence. Arash then provided me with tools, guidance, mentoring, and coaching enabling me to create a life I thought was impossible on my own. He lit the fire within me so much so that I hit the ground running pursuing my passion in the fitness and wellness industry I had left behind two years ago. As a business-minded, entrepreneur-driven, and educated woman I have found my lane and calling of performing God’s work in helping people transform their lives mind to body AND spirit! In a span of the three short weeks I have worked with Arash I have taken my business and life to a whole new level! I have new eyes to see and new mind to think in the way God would want me to think. I have now rebranded myself and my business, and have generated a steady flow of leads who have turned into new clients! I truly believe my guardian angel grandmother and God sent Arash to direct me and regain my faith. He coached me step by step how “fish” and get my feet back on the ground. I am the living and breathing testament of how Arash can and will revolutionize your life. Eternally grateful, and blessed. ~Kasia B. San Diego, CA.~ Transformation Trainer/Wellness Coach — with KasiaFit Ness.

    • 5 years in business
    Donna C.
    Verified review

    I have worked with Tynya on many speaking events. She has an awesome command of the stage and knows how to captivate any audience. She speaks with power and elegance. I will continue to hire her for future events.

    • 2 years in business
    Estella B.
    Verified review

    I went to Infinite Concepts for help with my SEO and they had something that worked way better. They called it search engine placement and it was so easy. Didn't even need access to my website or anything. Best part? I'm on the first page of google a bunch of times when people look for el dorado hills salon and stylist.

    About

    I have been successful in turning troubled companies over the past 20+ years.

    About

    Diversification: For Photography I have multiple uses of cameras, Digital, Film 35 mm, Medium Format, 4x5 Large Format, Strobe Flash Systems Graphic Design: All forms of Graphic needs Formats Used: Conventional Graphics, Adobe Illustrator, Photoshop, In Design, Lightroom Business Development: Business Plans, Research, Marketing Strategies, Determining the type of business, criteria of business, feasibility of business, type of funding needed and assisting on obtaining the necessary funding through Private Funding Groups as Joint Venture Partners

    About

    I am a Venture Partner of a family office fund. We invested in more than 25 startups in the U.S. I am also an active angel investor with hands-on support to all my portfolio companies. I know the business requirements from the founder's view, the investor view, the partner's view and potential acquirers' view. I have over 15 years of working experience in large corporates.

    About

    I provide business consulting services of all types, from strategy to accounting. I have reasonable rates, and I am able to travel.

    About

    I provide project management, process improvement and misc. business consulting services. I have extensive experience in a number of industries.

    About

    We offer full-charge bookkeeping, payroll and human resource consulting services for small- to mid-sized businesses.

    About

    I am a San Francisco based business consultant who is experienced in marketing and corporate strategy in a wide breath of industries. I specialize in software tech, payments and financial entities.

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