Tell us what you need so we can bring you the right pros.
Receive quotes from pros who meet your needs.
Compare quotes, message pros, and hire when ready.
Brian was extremely helpful and the utmost professional. This was my first time using Thumbtack and I was pleasantly surprised to find someone of Brian's caliber on the site. Would recommend him for tax returns or any of his other financial services for that matter. Thanks again, Brian!
Adeel is an excellent consultant and great trainer. He provided accounting services for my business. Once I grew, he helped me put together accounting and finance team and trained them for the job. I still have him on retainer to keep accounting in-check. He uses advanced technology and least amount of resources to get maximum results.
Amit was awesome. Professional, and extremely knowledgeable. When I thought my small business was headed for disaster, I had the good fortune of finding Amit who took my business concerns and made them his own. He brought my awareness of business accounting to a new level and saved me thousands of dollars on top of it. He eliminated my financial concerns and gave me the confidence to be able to sleep at night. I would HIGHLY recommend him and his firm for any and every task concerning your small business. He is a true gem in the industry and brings a level of trust that is unprecedented in today's world. I can not thank him enough.
Having recently retired from a profession in art teaching and being fearful about my lack of knowledge in the financial sphere I began to consult with Jimmy Becker about my financial future. This proved to be one of the best decisions I have made in my life so far. Jimmy is not only a brilliant financial analyst and teacher he is both patient and kind and taught me not to be afraid of personal economic decisions that have to be made. I am extremely grateful to him! Paul Stopforth, Jamaica Plain MA
Sam was extremely helpful and on the ball with my our very complicated tax return. He was also so genuine and easy to talk to. He took his time with us to make sure we understood all the ins and outs and gave us really great suggestions for our financial future. We also plan to consult him with rebuilding credit for a mortgage approval as he was also very knowledgeable in that area. I would HIGHLY recommend him and will continue to trust him with all of our finance needs.
Working with Fashion&Finance (Dani Ryan) is a pleasure beyond the great results. Dani worked with me to upgrade a number of items from my wardrobe, refitting them for a better look and to match my style. Dani’s tailoring knowledge goes beyond the standard tailor you will find through business listings. She shares this knowledge in an understandable way to help make decisions on what to modify and how. Communicating both in person and online with Dani is uncomplicated and professional. The key about working with Dani is her kind thoughtful energy. Look her up on her social media. You will want to work with Dani even before you meet her. Her website notes "Don't go it alone. GET IT. TOGETHER.” for her motto on her working with you to pull together, either or both, your fashion and your finance.
I have been a customer of Damon Financial for over 12 years. He has helped me to really get my finances in order. He coached me in my plans to take care of my Family. I am so grateful for the guidance that he has shown me. I really feel like I am with family when I see him about any of my endeavors so glad that he is apart of my success.
There were many life events this year. I got a new house and rented a unit, I got married, I moved out of state for another job, etc.. Needless to say i was overwhelmed from tax perspective, and I tried to do tax return myself. Tentatively it showed tax refund of $2000, but i wasn't sure if that was all i could get. I consulted with Sean Jeon and after having prepared the return with some numbers i provided him, he showed how I could get additional refund. The new refund figure was $3500. There were some deductions I would have never thought of which he showed that i could take leading to this saving. Also he showed me how I can file for different states. He also showed how I should approach the next tax year, and plan my finances around it and gave me some good strategies to take going forward. I will go back to him in the next year!
Christian was fantastic. We were having trouble finding the best way to tackle our student loans and credit card debt while still being able to budget for some home renovations. Christian compiled our info and determined the best way to quickly pay off our debt and do our renovations. In the end we lowered our interest payments, paid off our credit cards and moved the renovations and students loans into one low interest account. Now we're paying down our debt faster than ever and we have a great handle on it finances.
Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.
Ha is diligent, knowledgeable, and very helpful in all areas of personal finance. She helped me learn about several portfolio investment options without any urgency or pressure to have me make a choice. She helped me select an appropriate investment option that works for my needs and budget. I highly recommend her for anyone getting into investment options and personal finance planning. I'll definitely work with her again soon.
Paul is awesome, truly cares about each client he works with. I've had great success in transferring over my retirement accounts to his management and would highly recommend him to anyone looking for help with their personal finances.
Geoffrey Davidson is an incredible small business consultant. Within a period of 2 months Geoffrey was able critically analyze our organization, understand the profitability and supported us in restructuring our Catering business. As a family business he put every member of the organizations roll into perspective and helped us get all of our finances into accordance. I could go on an on about how incredibly amazing Geoffrey is and have already recommended him to 3 other small business's that i know (Landscaping, Painting & junk removal organization in the Metro-west). Give Geoffrey a call as he would be more than happy to sit down and take a look at what he can do for you!! Sincerely, Sara
I have 15+ years of evaluating businesses and improving the profitability of them. I have experience from Fortune 500, to mid cap, to family business. I know business and the ins and outs of financials and use those skills to improve profits.
We offer finance, strategy, marketing and advanced analytics services including: * business analysis * reporting * budgeting * book closing * management and board presentations, * pricing * product profitability * business case assessment * valuation * M&A * financing * business plans * business strategy * Consumer insights
I am an independent consultant who specializes in finance and accounting services working with individuals as well as small business. As a finance professional with 10 years of experience working for Fortune 10 companies and hyper-growth industries, I've developed diverse experiences partnering closely with operations, general managers and senior leadership to drive revenue performance, product line expansion, bottom line profitability and value-creation. My goal is simple: provide outstanding service at a great value. I'll ensure we work together so that you can focus on what matters most - your business.
I love working with people from other countries who are here on expatriate assignments. I work with business folks and at-home spouses and families to teach both English and local culture. I facilitate and teach English conversation and intermediate and advanced English classes (grammar, writing and reading), tutor and work with families. I have 25 years of experience with great references. I create conversation groups for networking and language practice. My clients include expatriates on assignment in pharma, medical devices, biotech and the academia, high school students, people in the trades (electricity, masonry, etc. ) and aspiring post-docs on fellowships. My prices are reasonable, and I work with the budget of the family and individual. My goals are to assist you to feel comfortable with learning the language and getting comfortable in a new culture or business setting.
I am a young professional with a strong background in Finance and Accounting. My credentials are listed below. Professional Experience: I worked several years for Citigroup, one of the largest banks in the world on a team managing the liquidity and cash flow of their 500 Billion dollar balance sheet. Currently I work for John Hancock, a large Financial Services firm in Boston, MA. Education: I hold a Bachelor's of Science in Finance and Accounting from The University of South Florida. I am a current Graduate student at Boston College Carroll School of Management pursuing my MBA in the evenings with a concentration in Asset Management. I am also a CFA (Chartered Financial Analyst) Candidate for Level 1 sitting for the exam in December of this year.