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Browse these financial services with great ratings from Thumbtack customers in Oceanside.
Ms. Riccardi is the best! I came to her because I own a small business and have been keeping the books myself since opening about 6 months ago. I wanted to make sure I was on top of everything. I was not. Ms. Riccardi helped me get my books cleaned up and did a superb job with my financial reporting needs and had excellent tax advice for me for 2015. I tend to have high standards when I am paying someone for something I think I can do myself, but Ms. Riccardi met each of my expectations. She is professional, accessible, and knows her field well. I thought I could save money by taking care of my companies accounting and tax needs myself, but after working with Ms. Riccardi, I will be using her services instead.
Angela has been taking care of my Income Tax returns for many years, both Personal and Business. I have found her to be exceptionally professional, courteous and efficient. She meets all deadlines and ensures that all of my information is processed and evaluated correctly. I would most highly recommend her services to anyone looking to simplify their tax situation. These services are most reasonably priced for the work provided
I worked with Mike Sisk when he was a consultant for MidCountry Financial. Mike's responsibility was to consolidate many companies that all used different accounting systems. This was a daunting task because at the time, it was very manual and spreadsheet heavy. Mike was instrumental in automating this process as a consulting for the implementation of Enterprise Reporting software for the Company. Mike was always professional and easy to work with.
Creative Back Office put my start up on track. The financial knowledge and services they provided went above and beyond all of my expectations. I couldn’t have asked for anyone better to handle my companies accounting and budgeting. Thank you for everything!
I am very pleased with the services Donell provided me in finding affordable policies that fit my needs and retirement goals. He also presented me with an opportunity in the financial services business to be my own boss but have a team of people help teach and guide in helping others. This opportunity has changed my life.
I am thankful for Jobi looking out for me and my family's financial needs. Job has be a great teacher and help in learning more about my retirement. Very instrumental in helping my family move towards their financial goals. Thank you again
We do accounting, consulting and tax preparation. We give business consulting and advice on various investments. Our specialty is self-employed and C corporations. We also have the advantage of converting your business to a corporation.
Serving San Juan Capistrano, CA and outlying areas, Edward Heagen of E. F. Heagen and Associates is offering the following services not limited to, financial planning, investment planner, insurance planner, retirement planner and wealth management.
I am a financial advisor with tax and financial Group. I specialize in financial planning, investment planning and retirement planning. I am a former CPA and attorney from Germany, and I live in Newport Beach.
Hale Insurance and Financial services has more than 15 years in the financial services industry. We specialize in providing safe alternative investments that offer gains without downside risk of the stock market.
Leahy Financial Services offers a variety of professional services to individuals and small- to medium-sized companies. Some of the many services we specialize in include the following: * Full Service Monthly Bookkeeping We offer full cycle bookkeeping including accounts payables, accounts receivables, cash management, financial reporting, budgeting and forecasting, up to working with your tax accountant and/or CPA. * Clean up and/or Catch up Bookkeeping Whether you have fallen behind or still need to start your bookkeeping, we will set up your books and get your bookkeeping caught up ASAP for a low flat fee. * In-House Bookkeeping Set Up In-house bookkeeping set up includes, but is not limited to, software and installation, software configuration, will catch your bookkeeping up, then provide on-site training. * Full Payroll Services Payroll services include, but is not limited to timesheet processing, check/direct deposit processing and distribution, quarterly and annual payroll tax payment preparation and filing, and payroll bookkeeping. * Consulting Services We will review and analyze your accounting to ensure all necessary processes, procedures and internal controls are in place to minimize potential threats of theft, fraud, or even accounting or operational errors that could have a significant impact on your financials. * Other Clerical Support We can provide assistance with data entry, filing, letter drafting, marketing, portfolio websites, business plans, and more. Contact us today for a free consultation and quote. You can now get an E-Quote through our website!
I have a restaurant industry-specific specialty but also available to all industries for accounting, bookkeeping, financial analysis, business plans, and problem solving and troubleshooting services.
We specialize in comprehensive financial planning and wealth management, including investments, retirements, insurances, and colleges. We specialize in wealth management now and your future.
Pure Financial is what happens when you bring together a group of highly qualified and credentialed financial professionals passionate about helping people get the most out of their finances. Pure always does what is best for the client.
We offer professional financial services, including wealth management, retirement planning and insurance planning strategies.
Our team is passionate about delivering five star service to our clients. We are committed to exceeding your expectations by delivering a customized financial plan to help you, your family, or your business achieve their financial goals.
At Following Seas Financial, we provide our clients with many high-quality financial services: * Income tax preparation * College planning * Income in retirement planning * Private reserve strategy * Financial strategies for income protection * Legacy planning and many others We serve your financial needs.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Military Financial Advice LLC is owned by James Rudd, an entrepreneur, veteran, investor, personal finance expert and the founder and CEO of the company. Military Financial Advice LLC specializes in providing financial coaching for the military and veterans involving in-depth knowledge about debt, saving money, investing, loans, credit cards, budgeting and earning extra income.
Schulte is a graduate of the Eller College of Business at the University of Arizona and the Executive Financial Planner program at San Diego State University. He holds the CFP® designation exemplifying his commitment to he highest standards of integrity and professionalism in the industry and is a member of the Financial Planning Association.
With over 20 years experience, We provide comprehensive financial services that are tailored to each clients goals and risk tolerance. We are a fiduciary advisory that always puts the clients interests 1st.