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Gaithersburg Business Plan Consultants

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

  • 26 years in business
  • 86 hires on Thumbtack
Ted S.
Verified review

I hired Coach Lynn to design my company Business Plan, set our marketing strategy, and consult on our business objectives. She is fantastic! Not only did she get the job done but she exceeded our expectations and helped us to launch the company! Coach Lynn is professional, capable and worth every penny. She’s the best and we will continue to use her as our business consultant! G5 & JMR Company

Top Pro
Fidelis CPA
4.8
from 45 reviews
  • 5 years in business
  • 98 hires on Thumbtack
  • Top Pro on Thumbtack
Patrick W.
Verified review

OH Partners CPAs is a very knowledgeable and helpful CPA firm. I used them for my business formation, company bookkeeping, personal as well as business income taxes. They offer several useful pieces of advice that will help me save money on my tax returns. Fidelis and Evan are the epitome of what tax professionals should be. They have been well taught through academics and experience. Every time I see them, I always have a long list of questions that seem difficult to handle. However, they always answers them with ease. They have a creative yet practical mind that helps you go forward with the best course of action for your accounting needs. Unlike many other tax professionals, they embraced modern technology and can get things done with very little face time. If you do need to speak with them, it always seems they have time for that too. In brief, he is a very effective communicator. He charges a competitive fee that I believe is worth every single penny. At the end of tax season, he will leave you with peace of mind! I would definitely recommend him for someone in a similar situation.

Top Pro
Fi-Tech Business Solutions
4.9
from 38 reviews
  • 28 years in business
  • 113 hires on Thumbtack
  • Top Pro on Thumbtack
Brenda E.
Verified review

We had a wonderful time working with Serena. She is funny, very well versed in her field, and made the process so simple that I was actually rather stunned. I have done our taxes for years, and it is always painful and takes forever. With Serena, even where I had information gaps, her explanation of what she needed from me made it simple to provide it immediately. We walked out of her office with a plan for my business and a refund! Can't do better than that!!

Top Pro
Tony Di Fatta C.P.A.
5.0
from 31 reviews
  • 36 years in business
  • 59 hires on Thumbtack
  • Top Pro on Thumbtack
Laydia O.
Verified review

Tony was an absolute pleasure to work with! Fast, thorough and knowledgeable, I definitely plan on enlisting his services again.

Hearn & Associates, LLC
4.7
from 31 reviews
  • 60 hires on Thumbtack
Sunmi K.
Verified review

I couldn’t be happier with Harry and am thrilled I found a CPA for life. At our first meeting, he took the time to explain everything and made recommendations on how I can set up my business to be able to save more on taxes going forward. Other CPAs will charge for this tax consultation but Harry is totally different. He sees this as his regular duty to educate his clients. During our second meeting, we went over our taxes in full detail, and even though I asked a million questions since I’m the type who wants to learn everything, I never felt rushed and Harry wasn’t annoyed at all. I talked to one CPA last year for about 15 mins (initial phone consult) last year and asked questions on how I should set up my business. after I declined his invitation to come into his office for a business consult that costs $400, he accused me of being a user. I’m sorry but that’s not a way to run a successful business. Harry is a breath of fresh air. He’s extremely knowledgeable about all the items I can deduct and even created an excel spreadsheet specific to my business. I’m a real estate agent who also owns multiple rental properties and now I know exactly how to keep my business very organized and what I can deduct to maximize my return!

Agog Financials
4.7
from 20 reviews
  • 21 hires on Thumbtack
Adithya E.
Verified review

Tax year 2014 was a year of significant change for my wife and I. We got married, switched jobs, moved to New York City from Philadelphia, and had some corrections related to my HSA from the previous tax year that also had implications this year. Karan and his team at Agog Financials helped alleviate almost all of the pressure & challenges with their superior service and impeccable attention to detail. His team was easy to access, very quick in getting back to me and even more accommodating given that I was doing everything remotely with him. His communication was very clear, direct and extremely valuable given that we had a lot of changes. Most of all, his pricing was extremely competitive and we plan on using his services again next year. Furthermore, as we make additional investments, I am looking forward to leveraging his services for other areas.

Top Pro
Chesapeake Tax Advisors
5.0
from 14 reviews
  • 9 years in business
  • 18 hires on Thumbtack
  • Top Pro on Thumbtack
Zach H.
Verified review

Jim was great to work with and we plan to continue to work with him moving forward.

Crescent Group Consulting DC
4.9
from 13 reviews
  • 23 years in business
  • 19 hires on Thumbtack
Raymon H.
Verified review

My name is Raymon Hamzidkhan and I'm writing this to give my rating/ evaluation of the Crescent Group Marketing ( CGM for short ). I met with Brendan Moore via phone from the CGM and had a great conversation. We spoke about lots on our initial meeting. On our subsequent appointments, we've learned lots about one another. Brendan has taught me what it's meant to be punctual as well as being committed to appointments. With my schedule situated the way it is, Brendan always made time for me. He understands how life is and knows that even though you are intending to make changes in your life, things do get in the way. How is Brendan as a life coach? Brendan is very adept as a life coach. You can here the positivity within his voice and his texts. He has quite the extensive background with running a consulting firm and managing multi- million dollar corporations. So, I found that Brendan had more than adequate qualifications to be a life coach for someone. What I like about Brendan is his candor, realism and his ability to listen and see things from afar. He definitely has a great deal of experience and knows when to "reel" a person back in if they've gone off on a tangent. Brendan, is very smart individual and knows by experience what works and what is doable from listening. Would I recommend Brendan Moore as a life coach to someone else? Most certainly, I would!! However, Brendan is so good that I'm quite selfish and probably keep him for myself.

  • 8 years in business
  • 14 hires on Thumbtack
Steven M.
Verified review

This was my first time using thumbtack I was skeptical at first and asked for multiple referrals. It turned out to be a good experience! The team at Centric Business Solutions was VERY GOOD! They were very professional, reasonably priced, and timely. Most of all they were a pleasure to work with. I would highly recommend using their services.

Suncrest Financial Services
4.8
from 8 reviews
  • 6 years in business
  • 6 hires on Thumbtack
Geralyn J.
Verified review

Services: 1) Tax Preparation, 2) advice on a real estate issue. My experience with Suncrest Financial Services was excellent. I was contacted promptly by a accountant/consultant who was courteous and professional. My complicated tax preparation was performed in a very timely manner with great attention to detail. The paperwork was filed on time and the accountant gave me solid advice for preparing for filing 2016 taxes. The accountant researched my real estate question and her advice will save me money in the future. I was very impressed with the accountant and the customer service of the company. I plan to continue to use Suncrest Financial Services for my future accounting needs.

  • 11 years in business
  • 17 hires on Thumbtack
Ralph S.
Verified review

Knowledge in small business tax. Also when we met he was very professional. My small business is currently using his service to take a look at my business financials, book keeping, and payroll services.

WE CONSULTING
5.0
from 7 reviews
  • 11 years in business
Monique P.
Verified review

Working with WE Consulting has been a wonderful experience. Wanda is super knowledgeable about past, current and upcoming tax laws. I know I am getting the most up to date information and from someone that cares. You are in awesome hands when doing any type of business with WE Consulting. I highly recommend them to anyone looking for a reliable dependable place you can count on to have you and/or your business best interest at heart. You won't be disappointed and will leave out knowing you have someone in your corner for life.

Sareen & Associates, Inc.
4.9
from 7 reviews
  • 25 years in business
  • 20 hires on Thumbtack
Beate P.
Verified review

Quick and easy. Did my personal and business taxes. Will use them again.

  • 5 years in business
  • 14 hires on Thumbtack
Matthew M.
Verified review

be happier with the services Edge Financial & Management has provided me. I hired this company in March to reconcile my books, because they were sub par at best... and honestly a complete nightmare from the last accountant. I can't say enough about the professionalism and the attention to detail this firm provides. They're responses to my inquires and concerns have been outstanding. I plan to use this firm to help keep my book organized moving forward. If you want a company that really pays attention to detail, and is looking out for your best interest give them a call!

The Consilium Group Inc.
5.0
from 5 reviews
  • 5 years in business
  • 9 hires on Thumbtack
Llewellyn H.
Verified review

Working with Keith George and the Consilium Group has been amazing. Currently Keith has been working with us at Clear Horizons in Minnesota, and though we have not met physically, we have formed a special relationship that has transcended any personal meeting. Keith has been working on helping us grow our business, create and protect our brand as well as update our web page. These are just a few of the many things Keith has dedicated himself to Clear Horizons' success. His personal touch and attention to detail has really set our business in the right direction with the right momentum. I would highly recommend Keith George and the Consilium Group to any new upcoming business desiring to enter the business world, he is truly a Rembrandt in his profession. I have come to realize that the Keith George and the Consilium Group is the kind of company any business would want to have monitor it's business progress even after it has started. Thank You, Keith PT George!

  • 1 hire on Thumbtack
Michael H.
Verified review

I worked with Keyona and she was great. A consummate professional in every sense. The thing that stood out the most was her resourcefulness, ability to make decisions without direct input given a set of working parameters, and general commitment to my success. Keyona's verbal and written communication is above reproach. She worked within tight time constraints for a few projects and delivered. I'm continuing to work with JT Consulting Solutions on an ongoing basis because that's exactly what they deliver - solutions.

  • 15 years in business
About

Since 2003, Blue Water Consultants has been a niche consulting service providing strategic services in Planning, Startup Operations, Manufacturing, Finance, Business Development, B2B/B2C marketing, Investment Management, Investment Banking, and Venture Capital/Private Equity. Strategic & tactical hands-on delivery focused to rapidly improve business operations and sales. CLIENTS HIRE ME TO 1. Create a Breakthrough Competitive Advantage 2. Increase EBITA, Margin, Revenue & Sales in any market condition 3. Reduce & Leverage Cost Structures 4. Improve & Simplify Processes 5. Provide Advice to the President, CEO, COO, CFO and Leadership Teams.

  • 17 years in business
  • 1 hire on Thumbtack
About

Wirthware is a comprehensive business consulting firm helping your business succeed while helping you be your best self. When we dig deep to find out what motivates and energizes us personally, success in business follows. We conduct a needs analysis for your business, from the inside out, and create an action plan to transform your organization, capitalizing on what is working and tweaking what is not.

About

We provide website development services for our customers. We also provide website design and business logos. Business Development, Project Management, Virtual Office Assistance, Customer Services, Telemarketing/Appointment Setter and After hours phone services. Supporting small businesses, Lawyers, Doctors Offices, Authors, Actors.

About

I provide innovative and cost-effective consulting services to business entities in the areas of strategic planning, business development, marketing, asset acquisition and disposition, and human resources. My selected accomplishments are as follows: 1. I developed and presented critical testimony as land use expert in contentious $25MM subdivision development project for a global-based developer. 2. I advised an international information technology company on numerous business issues, including diversification and business structure, critical to $150MM initial public offering.

About

The core philosophy of my company is customer service excellence in every aspect -- from initial consultation to execution, final production and project closeout.

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