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Integrity in the end result. David isn't just trying to sell me something but trying to teach me and let me make an informed decision.
I needed help understanding my retirement options and the things I was invested in. Dave patiently explained exactly what I needed to know so that I could act.
We worked with Antonina several years ago and she was a God-send. She helped us understand our numbers and get our business finances on track. Her quiet, patient, calm demeanor was exactly what we needed! We even invited her to speak to our entire team at our annual event and they RAVED about her workshop. We highly recommend Simplistic Financials!
She is understanding of some of the common mistakes made by small business owners, and will make you feel at ease quickly. She is experienced with fixing books as well as managing them!
Trey did a great job helping my company go to the next level. The accounting and financial expertise he provided was essential in helping my company navigate in a difficult time.
Virtual & Remotely Tax preparation services available Anytime & Anywhere.
Provest Wealth Advisors is a complete financial services company committed to helping you improve your long-term financial success. Our customized programs are designed to assist boost and conserve your wealth by providing an unparalleled level of personalized service.
SavaBooks is locally owned and operated at the heart of Western North Carolina's "Apple Country" in Hendersonville, NC. We incorporate specialized product knowledge, creative thinking, and the latest technologies into the solutions provided for our clients. We offer products and services that are true business solutions. Our staff of certified experts have the experience and the know-how to ensure that you get the help that you need. While we specialize in QuickBooks, NetSuite, FreshBooks and Xero, we are fluent in practically every major accounting system. We can do bookkeeping, cleanup, investment prep, tax prep and financial consulting.
I am a senior financial executive who is open to new opportunities. I have an extensive, diversified experience in financial management, operations, and IT, with proven success at managing multiple teams while creating lean organizations, reducing and controlling overall costs leading to a stronger sustained bottom line. Client chairman's quote: "We all appreciate your efforts and contributions to help right the ship." My areas of expertise are as follows: accounting and financial operations, team management and development, leadership, analytics and reporting, process metrics, banking, financial services accounting, project management, IT, SaaS, forensic accounting, construction and cost accounting, loan negotiations and workout, litigation support, business process management and reengineering, mortgage banking, government regulatory liaison FDIC, NCUA, OCC, federal reservce, NAIC, HUD, Regulation Z, RESPA, TIL, FNMA, FHLMC, PMI, general ledger systems, financial and strategic planning, start-ups, company expansions and turnaround, skilled cost reductions and controls, capital structuring and banking relations, enterprise-wide systems integration, security and fraud control planning or implementation, agile project management, loan underwriting, cost benefit analysis, ERP and consulting.
I am able to perform wedding ceremonies and marriage counseling. I can also help in personal business and financial planning.
We take pride in preserving and enhancing our clients' wealth. For each client, we work hard to establish a strong relationship, trust, respect and effective communication. To keep pace with clients' needs, we have access to new products, enhanced product features, expanded quality service, and pioneered new technologies.
We are an independent agency, representing over 25 different top-rated companies in the US. We specialize in: * life insurance * health insurance * annuities * final expense coverage * mortgage protection * disability insurance * financial planning * retirement planning * estate planning
We provide financial services and planning for the 21st century. Our firm has provided financial planning and services throughout the Southeast since 1977. We currently enjoy the confidence of hundreds of clients in 11 states and several foreign countries. We invite your inquiry and would be delighted to provide references. Our firm provides strategic financial planning and support to business owners, professionals and high-net worth individuals. We employ a multidisciplinary approach, integrating our input with that of other financial advisors and counsel. We focus on wealth accumulation, asset protection, family asset distribution strategy, business exit and succession planning, profit-oriented employee benefits and innovative planning strategies incorporating sound tax principals. As the financial industry attempts to provide multidisciplinary solutions and one-stop shopping for corporations, top executives, and affluent families, our firm has become a necessary resource for those institutions and individuals who seek analysis of their most critical tax and risk reduction needs. We offer in-depth product knowledge, without product bias, as well as the administrative support for the design, implementation and maintenance of the numerous advanced financial strategies implemented. Our services progress systematically from initial discovery and fact verification, to design, implementation, updating to meet and/or anticipate legislative and regulatory changes through annual review of our recommendations. Our focus is to provide the highest quality of client satisfaction. Our process involves listening to your concerns, benchmarking your current status, making recommendations that are appropriate and evaluating the tax and financial changes that impact your revised planning. Open and frequent communication is the hallmark of our client relationships. Please call us toll free for a no-obligation initial meeting.
We provide services to people with just an idea and help them to take it from an idea to a functioning business.
Let me introduce myself. As your Financial representative: I can help you achieve financial security for your family, today and in the future. In todayâs complicated financial world, itâs important to find someone whom you can trust for objective, sound advice. Trust is important to me, too. A client/advisor relationship built on trust means I can provide you the best service and assistance you desire to help you develop your financial plan. My specialties are: â¢ Investments â¢ Insurance â¢ Retirement
We work with individuals and families to help them reach their goals. We specialize in retirement planning, college savings, and helping reduce taxes on your overall portfolio.
McKenzie Enterprises brings cross-industry experience and years of solid achievement with a finance focus on analytics, strategy, process analysis, risk analysis and management. Our consultants are Six Sigma black-belt certified and have comprehensive experience implementing programs and methodologies for controlling costs, driving strategy, identifying business risks, and identifying the most efficient and profitable markets, customers, products and product lines. We have served as thought leaders in developing integrated methodologies between finance and supply chains. We have designed and implemented methodologies and studies linking processes, productivity and stakeholder value through the use of financial, econometric and nonfinancial measurements. Our owner and CEO has authored and published papers on supply change management, business continuity planning, human capital capacity budgeting, and customer value. Projects have included the following: * Customer Satisfaction Value Modeling and Analysis * Advertising ROI Analysis * Call Center Capacity Costing * Collaborative Supply Chain * Finance Benchmarking * Pricing Models Development * Multidimensional Profitability Reporting * Sales Forecasting * Balanced Scorecard Development and Implementation * Profitability Modeling * Activity-Based Budgeting * GAAP Analysis * DMAIC * Project Management * Target Costing * Kaizen Costing