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Santa Ana Business Plan Consultants

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

Top Pro
RCP Tax Services, Inc.
5.0
from 53 reviews
  • 48 years in business
  • 83 hires on Thumbtack
  • Top pro on Thumbtack
Matt D.
Verified review

Richard knows his stuff. We came to him for our S-Corp and personal taxes. He completely explained what everything was and why certain write-offs weren't actually write-offs at all. He also fixed other misconceptions we had. We can't recommend him highly enough! We have found our tax professional and plan to stick with him.

Top Pro
ABC Office Systems
4.8
from 23 reviews
  • 21 years in business
  • 34 hires on Thumbtack
  • Top pro on Thumbtack
Larry H.
Verified review

Very honest and professional. Will do business with them in the future. Larry

SPBX | soapbox
5.0
from 11 reviews
  • 3 years in business
  • 2 hires on Thumbtack
Deena S.
Verified review

We worked with the SPBX team to plan our end of year holiday party which is our biggest event of the year and is basically a big open house/client appreciation/shopping event. Our clients always look forward to this party & this team planned EVERYTHING from beginning to end flawlessly - from food, to social media promotion. It was a packed house and we never had to lift a finger or even be bothered with making decisions hehe. Perfect!

The Whizbang Agency
5.0
from 11 reviews
  • 5 years in business
  • 6 hires on Thumbtack
January O.
Verified review

Adrienne and her team were able to listen to what my needs were and execute accordingly. I needed someone to really take interest in what I do, and be my voice. I needed someone to custom create content that was going to be of interest to my client demographic on Facebook,Twitter, and Instagram, and blog. I also wanted to engage and expose my brand to people that were unfamiliar with my line; to generate new business. Adrienne really took the time to understand my needs, and over delivered with her efforts. If you are looking for someone who is an expert at social media you have met your match!

  • 24 years in business
  • 14 hires on Thumbtack
Sandra B.
Verified review

Kamal Verma has been our tax accountant since 2005. We always recommend her company to our friends, family and associates. Her fees are reasonable and she always does her best to save us money. We own a small internet retail business and have been struggling with a very low profit margin, especially since the economic downturn in 2008. Recently, with escalating energy prices, our product costs sky-rocketed by over 25%. Kamal, as a valued consultant, diligently strives to help us through these hard times, by suggesting strategies and making certain we are monitoring our cash flow correctly. In short, Kamal has essentially become a valued "business partner" and a dear friend.

MG Business Services, LLC
4.9
from 8 reviews
  • 1 year in business
  • 12 hires on Thumbtack
Donald B.
Verified review

We were very satisfied with our experience with MG Business Services and will continue to have them as our tax consultants and preparers.

  • 6 years in business
  • 19 hires on Thumbtack
Mark S.
Verified review

I've worked with Raymond and his team for 2 years now, and I can vouch for his professionalism, expertise, and commitment to customer satisfaction. I have a small construction company, and Raymond helped to incorporate my business, saving me tons in taxes,. He continues to help by balancing my books every month and sending me updated reports so that I know how my business is progressing. He has also been great at advising me and providing me with a better understanding of my business. Great person to work with and highly recommend!

Transparity Group
5.0
from 6 reviews
  • 22 years in business
  • 1 hire on Thumbtack
Mary Anne R.
Verified review

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.

Jay Groe and Associates
5.0
from 5 reviews
  • 11 years in business
  • 7 hires on Thumbtack
Bev D.
Verified review

With Jim's help I learned how to run my business instead of my business running me. Jim has been my business consultant for the past four years, during this time I saw my income increase each year, with Jim's help my business has more than doubled. I now have up to date & correct P&L's, Standard Operating Procedures, Points of Sale. These were all terms I knew nothing about before Jim. Jim takes the time to know your business inside and out, so that his guidance is point on to move your business forward.

  • 1 year in business
  • 2 hires on Thumbtack
Lynette K.
Verified review

My experience working with Business Catalytic Consulting has been great. They have helped me in all aspects of my business. I have instantly seen the increase in income since applying the skills they have taught me. Along with the confidence I was lacking.

AllCents Consulting, LLC
5.0
from 3 reviews
  • 2 years in business
  • 3 hires on Thumbtack
Marcos M.
Verified review

My business is growing by leaps and bounds thanks to expert advice from AllCents. Their honest and direct approach was the perfect recipe for our small business and we can't thank them enough. Keep up the good work guys!

Business Consulting
4.7
from 3 reviews
  • New on Thumbtack
David G.
Verified review

I am in the process of building a tech startup from the ground up, and have been consulting with Choon about all aspects of the project. His depth and breadth of knowledge, his professional and organised approach and his consistently excellent advice have been invaluable to my success.

  • New on Thumbtack
About

When you are looking to grow your business or market a specific product or service, you need to have a sound plan. The best way to create that plan is to enlist the services of experts. At Harriman Advisors, we have an outstanding team with experience in deploying winning strategies in lifestyle and branding, with an emphasis toward cross marketing and strategic product alliances. A few things we are really good at are the following: * Branding * Business Plans * Strategic Planning * Emerging Markets * Natural Resources * Government Affairs * Commercial Business * Media and Entertainment * Technology Development * Luxury/Lifestyle Marketing * Infrastructure Development We take the ordinary and make the extraordinary. We empower businesses to take the next step. We always strive for the highest of quality, excellence and reliability.

  • New on Thumbtack
About

We help people run their businesses. With many years of postgraduate (MBA) experience in general business management and accounting, I am poised to bring a wealth of knowledge and experience to coach and consult my clients to a more profitable bottom line.

  • 7 years in business
  • New on Thumbtack
About

We do freelance consulting and project work. We're providing support to companies for operational, taxes, warehouse and technology support. We have confirmed strengths in strategic operational planning, accounting, budgeting, procedural redesign, workforce optimization, and technology deployment. We have significant leadership success in identifying and capitalizing on opportunities to streamline facility operations and substantially reduce overhead. We have a keen vision in implementing customer-centric service enhancements that secure the lasting satisfaction and commitment of key clients. We have demonstrated aptitude, building high levels of commitment and project ownership across management and staff levels. We have an absolute commitment to quality and integrity in ensuring strict compliance with all regulatory reporting standards, requirements, and guidelines.

About

Curtis Marketing Group has a proven ability to combine insight, creative thinking, and business experience with well-developed project management and leadership qualities to support go-to-market efforts, product launches, branding initiatives, and positioning companies with their products for success. Our expertise and skill set include the following: - Strategic Business Planning - Team Leadership - Supply Chains - Product Development - Sales Management - SEO - P&L Management - Project Management - Branding - Marketing Research - Public Relations - Advertising

About

I serve residential and commercial clients. I do drafting design and consulting to obtain certificate of occupancy or to legalize properties.

  • New on Thumbtack
About

Rockpointe Capital is a multifaceted multifamily and commercial real estate investment banking, development and asset management advisory, and due diligence management firm offering professional and independent services to the real estate sector. By maintaining a dedicated focus on the capital markets for real estate, the company is able to provide its clients the benefit from its unique ability to combine credit, capital, investment banking and advisory services into innovative financing solutions. Client services include debt and equity placement (i.e., portfolio CTL, structured finance, mezzanine, construction, bridge, ABL, preferred equity, and J.V. funds ), due diligence management, asset management advisory, financial modeling and analysis, LIHTC (low income housing tax credits) application processing, risk management, loan review, loan restructuring, development advisory, and market research. Rockpointe Capital employs a team approach towards each assignment in order to provide the maximum benefit for each client.

  • New on Thumbtack
About

We provide consultant services, promotion and sales at I2G and ViSalus. We get you up and going in business. We have a program to get you into business while learning the business with no money out of your pocket, friends helping friends and moving forward to achieve your dreams and goals in life.

About

I am a versatile finance professional that has worked in various industries from healthcare to apparel to real estate. I enjoy systems and pick them up quickly. I specialize in automating processes and reporting.

  • New on Thumbtack
About

72 Equity Guides Entreprenuers, Startups, Established For Profit & Non For Profit Companies In: *Social Media Marketing & Search Engine Marketing *Search Engine Optimization Including Competition Neutral Page 1 Google Rankings *Business Plan Writing & Business Consulting To Raise Capital From Venture Capital, Angel Investors, Private Equity Funds, Loans, Grants *Pitchdecks We serve all industries, companies, businesses for all your online marketing, social media, and/or business plan needs across the United States & Select Global Clients.

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