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Rockville Business Plan Consultants

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

Top Pro
  • 26 years in business
  • 86 hires on Thumbtack
  • Top Pro 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
Fi-Tech Business Solutions
4.9
from 37 reviews
  • 28 years in business
  • 112 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 30 reviews
  • 36 years in business
  • 57 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.

Top Pro
Hearn & Associates, LLC
4.8
from 30 reviews
  • 59 hires on Thumbtack
  • Top Pro 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!

Nimbus XYZ
5.0
from 20 reviews
  • 21 hires on Thumbtack
Kathy Q.
Verified review

Chris helped me sort out the accounting for my small business. I had set up a Quickbooks account but had done nothing other than import the transactions. Chris helped me reconcile the accounts quickly and accurately. I highly recommend working with Chris!

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.

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.

Banjori Consulting LLC
4.8
from 10 reviews
  • 3 years in business
Chino R.
Verified review

Working with Banjori Consulting was one of the best decision that we made

C. Levine & Associates
5.0
from 8 reviews
  • 22 years in business
  • 1 hire on Thumbtack
Kermit R. M.
Verified review

Ms. Levine did an excellent job of providing consulting services for my staff. She was asked to provide guidance and professional consulting on how best to improve student support services at our 25 colleges/universities in the state of Oklahoma.

Suncrest Financial Services
4.8
from 8 reviews
  • 6 years in business
  • 5 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.

Top Pro
  • 11 years in business
  • 17 hires on Thumbtack
  • Top Pro 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.

Soigne'
5.0
from 5 reviews
  • 3 years in business
  • 2 hires on Thumbtack
Strategic Business Initiatives, LLC S.
Verified review

Soigne executed media design, support and implementation, along with brand critique. SBI received more than we anticipated, as Victoria also has business strategy perspective and incorporates her knowledge of strategy, branding, design and execution.

The Consilium Group Inc.
5.0
from 5 reviews
  • 4 years in business
  • 8 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!

Knowledge Kinetics
5.0
from 5 reviews
  • 27 years in business
  • 4 hires on Thumbtack
Janet W.
Verified review

Gaurav Bhalla is an experienced and versatile business consultant and executive education specialist. As a consultant and educator, he brings to his clients excellent communication and strategic thinking skills, developed over a 35-year career working with Fortune 500 companies and teaching in executive programs at leading business schools. Since 2002, Gaurav has taught numerous times in executive education programs at the Smith School of Business, University of Maryland. He has taught modules on marketing management, service innovation, customer journey mapping, and customer experience management. As director of Smith's Center for Excellence in Service, I have had ample opportunity to observe his teaching style. Gaurav is a highly effective executive educator, whose teaching evaluations are always stellar. The content of his courses is always conceptually rigorous and managerially relevant, and the executives in our programs rave about the quality of his presentation style. Gaurav Bhalla is the consummate business consulting and executive education professional. He can be trusted to deliver an unparalleled client experience.

Momentum Consulting
5.0
from 2 reviews
  • 2 years in business
Brent E.
Verified review

Joseph Hyman has a special mind for marketing, advertising, and web design. His ability to focus in on what's important to your business and target customer, craft creative marketing funnels, and provide real results is amazing. I would 100% recommend his consulting services. Reasonably priced and packed with intrinsic value.

  • 1 hire on Thumbtack
Mike 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.

About

Turning expense centers into profit centers, we will streamline professional business processes to be accurate and complete along with quality outcomes.

  • 32 years in business
About

I help small businesses be successful with the following: * Designing and implementing effective strategies and plans * Improving their organization and marketing * Introducing Italian design * Fostering innovation * Launching them in the European market I am the founder and partner of the consulting network Confluenze, which allows me to cover the needs of my clients in several areas of expertise. I am an Italian permanent resident with 40 years' European experience in strategy, organization, marketing and communication. I have been a marketing manager responsible for the product managers, the research department and the communication department in a Swiss-German multinational and then an independent management consultant with the CMC international quality certification, a trainer, a university lecturer and an author. I worked in both BtoB and BtoC markets. In Italy, I was in the board of directors of two nonprofit associations. I have an MBA and an MPS (Master in Political Economic Science). I think my European experience and my knowledge of four European languages can be a valuable asset for some companies.

About

CMC is a management consulting organization that provides expertise and relationships to assist small to medium-size companies to achieve their goals and objectives. Our leadership, management, sales and marketing, and operational expertise assists companies reach their highest expectations. We do this through providing advice and counsel, leadership and management mentorship as well as hands-on implementation of recommendations. CMC begins with a structured approach, starting with a formal assessment, in which one or more of our team members work with the company to provide an honest view of the company's strengths and weaknesses. From that assessment, a plan is developed focusing on cultivating those areas in the company to promote growth. Using that plan, CMC takes a hands-on approach to plan execution while providing leadership to move the company along the approved path to success. At specific and identified waypoints, an evaluation of the plan's execution and effectiveness is conducted to determine if modifications to the plan are needed.

About

I am passionate about the work that I do. If I decide to do something, I aim for perfection. My recommendations are real world solutions that are easy to understand, and immediately implementable.

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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