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Fairfax Business Plan Consultants

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

  • 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 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!!

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.

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.

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.

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.

Knowledge Kinetics
5.0
from 6 reviews
  • 27 years in business
  • 6 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.

  • 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!

Dr. Jude Black
5.0
from 1 review
  • 4 years in business
  • 1 hire on Thumbtack
Amanda R.
Verified review

Dr. Jude is an amazing therapist and coach. She is an extraordinary leader who exemplifies the utmost level of personal and professional ethics in her work. She has true compassion in her heart and it shows in her work and relationships. She listens, understands, reflects and always see the good in everyone and every situation. Dr. Jude takes amazing care of her clients. She is trustworthy, honest and real. Look no further in your search, Dr. Jude is the Cadillac of counselors! She is the best in the business!

  • 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.

  • 7 years in business
About

I work hard for my clients and that is reflected in the quality of my products. I enjoy a challenge and getting to know the businesses that I work with.

About

Our investment philosophy is simple. No effort is made to forecast the stock market. Businesses in which we invest must have favorable economic characteristics, a business franchise (generally including rising sales and earnings), a strong competitive position, strong management and balance sheet. Our goal is to focus on business fundamentals, as opposed to stock market dynamics and purchase shares at a fair price while holding until the fundamentals of a company change. We promise to invest your capital as carefully as we do our own, because we know that your hopes for your family's future are every bit as sacred to you as ours are to us.

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.

About

I am a veteran business development executive who has worked with small, disadvantaged businesses of many varieties, selling many products and solutions. I'll help you see your target audience as well as streamline your processes to save money and time, while creating a go-to marketing plan that will set you on a course, with or without my help, to make more money for your annual report. My expertise spans the digital, social and networking aspects of branding, advertising your company and expanding your current footprint in the market. Let's talk about your goals, and see if I can help.

  • 23 years in business
About

With me you receive a complete plan and you will receive the real truth. So many others hold out on information and I don't. While I won't give you the golden egg before you are ready because too much information can distract you from the weaknesses you need to strengthen, I will provide you with whatever guidance I can to assure you have what you need to succeed at the level you are in. How many professionals will tell you the truth whether you want to hear it or not? How many will provide you what is in your best interest? How many will tell you no that is the best for the company? Not many. Lying to you is not helping you, it is just taking your money. I don't want your money. I want you to be successful.

  • 11 years in business
About

I have a proven planning and strategy method and a track record of optimizing business for cost savings and efficiency in a short period of time.

  • 9 years in business
About

Cedar Point Consulting provides strategic planning, business planning and the services critical to successfully deliver on your strategy. We serve private sector and government clientele in the United States and across the globe. Through our unique consulting approach, we enable you to plan, and deliver your key business objectives successfully. What makes us unique? 1. We take the complex and we simplify. Our world is already fraught with unnecessary complexity, so we do everything we can to keep it simple. 2. We use leading-edge techniques in our work. Too many consulting firms are doing their work the same way it was done twenty years ago, despite the fact that the world around them is changing rapidly. At Cedar Point Consulting, we apply Balanced Scorecard and Lean for strategy; we leverage modern analytics and HDD for our digital marketing strategy; and, we use business model canvas as an element in developing business plans.

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