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Great Estate Planning Services! Both Roy and Justin are thorough. Although initially there was a misunderstanding in beneficiary designation (due to our complex family structure) everything worked out great. We like the fact that we can send questions to the attorneys at no charge.
The team at Twin Peaks has been managing and advising my finances for several years now. I like them as people, I trust them, they're smart, and they care. Couldn't ask for more.
Overall, LPAA and their staff are outstanding. Since my daughter has joined the academy I have seen her skills and techniques improve tremendously. She is excited about class and doesnt want to miss it for anything!! The teachers are passionate about their craft and it translates in their excellent teaching skills. LPAA is the place to be if you are looking for an academy that caters to your whole child. The academy is teaching my daughter everything from technique, to performance acts, to how to read music! The academy is awesome and I am excited about what the future holds for it. I am a proud parent of LPAA and if you are looking for a performance academy that will help develop and mold your child all while having fun, I suggest you check out LPAA.
Elizabeth was extraordinarily integral in helping me to navigate the choppy waters of going through a divorce. She helped me to sort out my finances and to gain a realistic picture of where I was and what I needed. She served as a mediator between me and my, soon to be, ex during very sensitive discussions- with great success. She kept us on track with what points needed to be agreed upon to make a workable Master Settlement Agreement. And, most importantly, she helped me to hone in on and keep present the things that were the most important to me.
I have had very pleasant experiences with Sunny and his services. Sunny has been helping me with my insurance and investments for over 4 years now. He definitely has delivered what he promised. He always gets back to me in lightning speed whenever I have questions on my accounts. He takes the time to explain to me what I don't understand. Finance is really not my strong side. I needed someone that's patient enough to explain me what I should do. I don't have time to research for all the answers online nor do I trust the sources on there! Working with a financial advisor that's locally in San Jose and who I can completely trust is very important to me. So far I have nothing but positive things to say about Sunny and Essence Wealth & Insurance Services.
Great knowledge and very friendly to work with. The experience was very informational and I learned a lot about my personal finances. Recommended!
We're providing financial and strategic planning, KPIs, analytics, strategy, accounting and business operations services on an outsourced basis.
Jen has more than 15 years of experience providing high quality accounting and finance services to small firms. Her service firm brings in-depth knowledge in finance, budgeting, accounting and business plans, and excellent customer service.
I view myself as an advisor and therefore I work to assist clients with evaluating their goals, risk tolerances, and time horizons to determine their best options.
We represent skilled accounting or finance staff, available for short- or long-term needs. We have excellent customer service and competitive rates.
Bringing over a decade of experiences in accounting/finance/marketing to clients in various industries.
I am guide first, listening to what you know already and find cues to your success you did not see right away. Your success is closer when traveling with another, a team, a coach.
FGD has been recognized as one of the "top 100 fastest growing private companies" by the San Francisco Business Times. FGD continues to focus and expand its firm by delivering tangible and measure able results to its client companies. These results include increased efficiency and revenue acceleration, extinguishing the mission-critical staffing challenges and driving shareholder value. Specialties: Accounting and Finance Staffing and Recruitment - Accounting (from staff level to CFO) - Budgeting, planning, and forecasting - Financial reporting - SEC and compliance - Audit - Tax - Treasury We provide temporary, contractual, and permanent services. Our talent ignites results.
I was leading the finance function of a large corporation before I decided to take some time off to spend more time with my family. I have a CPA and MBA. I have built many financial models in my career. I am also a cost-cutting expert.
We provide full-service accounting, business management, full-charge bookkeeping, budgeting and payroll for start-up, midsize, and big companies in the Bay Area.
Provide broad range of accounting and finance services that support companies from inception, to scaling operations, to fundraising, to eventual exit.
David Ament is an American-born, International Businessman and a Global Citizen, who made his 1st million dollars in his twenties. Whilst, garnering multiple licenses with the U.S. Securities & Exchange Commission, he built an in depth foundation and breadth of knowledge in finance and the markets, early in his career. Possessing an entrepreneurial spirit to the core, he went on to participate in starting & building the family business, from startup to over $13 million in annual revenue. Since then, he has gone on to start and acquire many companies spread across multiple sectors. As the founder of the International Institute for Peak Performance, David is sought after as a commanding and powerful International Speaker and holds workshops and seminars around the globe.
I genuinely care about my customers. I have set up my finances to save a healthy amount, automate my retirement plan, and invest towards long term growth goals, and helped my friends and family to the same. I specialize in guiding recent graduates to understand the pieces of personal finance. What to pay attention to, what to set up, and what to learn to automate. I do not give financial advice to the extent of which assets to invest in, rather to help my clients understand how to navigate the realm of personal finance without confusion and towards long-term financial automation.
We are a business that provides contract finance functions to corporations. Our service includes part-time and longer assignments in planning and compliance, with an emphasis on accelerating solutions to problems.