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Santa Monica Business Plan Consultants

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

Top Pro
RCP Tax Services, Inc.
5.0
from 54 reviews
  • 48 years in business
  • 84 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.

Skidmore Business Solutions
4.8
from 46 reviews
  • 15 years in business
  • 96 hires on Thumbtack
Charlie B.
Verified review

Skidmore Busines Solutions exposed the main problem with the company and provided a proactive plan to make our business more successful.

Top Pro
Cobb-Phillips & Associates
4.9
from 13 reviews
  • 3 years in business
  • 12 hires on Thumbtack
  • Top Pro on Thumbtack
Denise W.
Verified review

I actually feel weird about saying that working with an accountant was actually a very pleasant experience. I feel so much more knowledgeable in dealing with the IRS after our in-depth conversation and the advice Hwesu gave me. I love the feeling of having someone so well versed in taxes and business on my side and I plan on working with Cobb-Phillips & Associates for many years to come.

Brenda First Consulting
4.9
from 12 reviews
  • 14 years in business
  • 5 hires on Thumbtack
Darren E.
Verified review

Not too long ago, I found myself divorcing my wife and best friend of 25 years. Needless to say, I was hit hard with sorrow and self-doubt, which eventually turned into a desire to want to learn about my inner-personal compilation. Initially, I met Brenda First, of First Consulting at a business mixer. Drawn in by her friendly and very calming personality, I quickly found myself scheduling an appointment with Brenda to have her help me understand what makes me, me! Brenda was enlightening, and her use of the Harrison Assessment provided a fascinating blue print that helped her shed light on my personality strengths and weaknesses. Brenda then showed me how I, myself, tend to list these personality traits and behaviors, in order of self-importance. Brenda was clear in her method of explaining the results of the assessment, and a true professional when helping me address what I felt should be changed and/or improved upon. When you wish to take an in depth look at your personality to learn why you do the things you do, and why you draw certain outcomes into your life - go see Brenda. I am glad I did, I am sure you will feel the same. Thanks Brenda for the self awakening and guidance. - Darren E.

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!

P M Finkelstein, CPA, CFP®
5.0
from 8 reviews
  • 15 hires on Thumbtack
Chris E.
Verified review

Patrick is a great find! Though I haven't had the pleasure of meeting with him in person yet, our phone consultation gave us the peace of mind we desperately needed. He was candid about our current situation and helped us outline a plan to get a foothold on our taxes for the future. Looking forward to working with him. Thanks for your time, Patrick! Would definitely recommend.

  • 6 years in business
  • 20 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!

Business Catalyst
5.0
from 5 reviews
  • 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.

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.

Business Consulting
4.7
from 3 reviews
    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.

    About

    Phronesis Consulting provides one-day seminars in the following areas: * Leadership Development * Strategic Development * Change Management * Behavior Modification * Business Analysis * Growth Strategies * Project Management * Financial Consulting * Business Systems Analysis and More We would like to set up an appointment to meet with you and discuss possibilities of how we can serve your organization. "Phronesis" is the Greek word for practical wisdom. It is the capability to consider the proper mode of action in order to deliver change and enhance the quality. Phronesis involves not only the ability to decide how to achieve a certain end but also the ability to reflect upon and determine that end. Phronesis is concerned with how to implement best practices in business. The principles of action are applied to real-world situations in balance with other considerations.

    About

    I was previously a consultant with Bain & Company and Venture Capitalist with Pritzker Group Venture Capital. I work with early stage companies and small businesses on business strategy, marketing initiatives, business development, fundraising, ideation and growth.

    About

    I am a business & lifestyle consultant helping entrepreneurs and businesses reach their goals by clearing pathways in communication, time efficiency and overcoming road blocks. Through innovation and creativity that we create together based on your unique expression and vision, I motivate and train your employees on how to be more effective . Sparking their own creativity, individual and team goals that in essence, advances your company’s success in every arena. I implement new infrastructures as opposed to old systems that cost you profit and time. I will activate morale and enthusiasm by integrating an efficient conflict and resolve system that clears miscommunications and errors. Backed by a cutting edge PR marketing team that is custom to your field, I create a powerful tool based customer retention system to keep your customers coming back for more and inspiring them to spread the word about your business. I help create and renew commercial spaces and private offices with a contemporary edge and flow to keep the interest of the clients you attract. I train management teams to have clear, efficient and friendly communication with their partners, bosses and employees. I create new ways to experience motivational staff meetings to help bring cohesiveness and unity to your vision. Any lifestyle encouraged, including athletes, corporate professional and non professionals, and academics will benefit greatly from this ongoing focused self mastery. Business Consulting, Fertility Issues, Financial Abundance, Health & Wellness, Addictions, Communication in Relationships, talent & creativity, Drama-Free parenting and more are areas dissected. Classes are designed to be explored in philosophical manner, with discussions and private intensives are offered as well.

    About

    I started my career as a performer then moved to behind the scenes, first as a producer at a large advertising agency then to a fortune 500 building their in-house agency. I build an agency that went from producing 4 commercials to 110 content pieces.

    About

    We offer business plan consulting for start ups, small businesses looking to raise venture capital or angel investment.

    • 4 years in business
    About

    Work stands out because it is not only focus on a business or personal aspect, but on both. A persons personal awareness can ether be great or bad for the business or what a person has in mind for future career.

    About

    College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning.

    • 17 years in business
    About

    My expertise entails international trade and shipping. Starting an international endeavor forces the need for an experience, well traveled, and exposure to the limitation and the legal aspects of international trade.

    • 7 years in business
    About

    Color Ad makes it easy to manage campaigns across a variety of media channels, including display and direct mail. Whether you're a furniture dealer, mattress dealer, or coffee shop, we'll find an integrated marketing solution that's right for you. Because our programs are designed with you in mind, market analysis, design, print, and ship and distribution are always available to you in one location. Our campaign's stability are unparalleled to ensure that you spend less time marketing and more time focusing on your business. Color Ad is the nation's premier company for marketing, advertising, and printing. For over 23 years, we have been the leader in advertising and direct mail marketing services. From demographics analysis to custom graphic design and from printing to distribution, we are focused on bringing customers into your store and keep them coming back. Your potential consumers are looking for businesses like yours. What are you doing to find them?

    About

    We offer the following services: * social media marketing * fundraising campaigns * grant or proposal writing * designing Facebook pages and blog creation * business strategic planning * business and marketing plans and implementation * consulting and coaching

    Hire skilled professionals for absolutely everything.