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Mequon Business Plan Consultants

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

  • 2 years in business
  • 52 hires on Thumbtack
Vikas G.
Verified review

After searching for small business & personal CPA's in my area, we found Tax Management & Financial Horizons thru Thumbtack. Mike Sargent is not only very knowledgeable and experienced but goes an extra mile with you to solve your problems. We recently set up an S-Corp and Mike helped us immensely in tax planning (personal and business), bookkeeping and payroll. Mike, unlike other CPA's we have worked with, would always take our call and try to answer questions on phone itself. He is very flexible with the schedule and reasonably priced. What more can you ask for!

Top Pro
  • 17 years in business
  • 19 hires on Thumbtack
  • Top Pro on Thumbtack
Mark R.
Verified review

Mark did a great job on our taxes. This was our first time using his services and definitely plan on going with him on a continuous basis. He was quick and walked us through the forms when he was done. Thanks, Mark.

Lewis Wile
4.8
from 19 reviews
  • 18 years in business
  • 33 hires on Thumbtack
Barry C.
Verified review

Lewis was very professional and thorough in helping me file my 2015 taxes. As someone who files self employment related materials, he took the time to fully understand all of my receipts and paperwork, and he helped me fully understand how to be efficient and mindful of my tax related business expenses and paperwork going forward. I would recommend him, especially to those who have multiple sources of income and/or self employed business related filings!

Thomas R.
Verified review

John's level and diversity of experience made him a perfect fit for our company. If you're looking for a consultant or speaker with creative insights, energy, intelligence, motivation, humor, and a modern approach to igniting innovation within yourself or others, then John should be at the top of your list.

Equil Consulting LLC
5.0
from 3 reviews
  • 6 years in business
Jill N.
Verified review

Equil Consulting really helped me as a new Health and Wellness business owner. They gave me the tools to form a business plan, branding, setting up my website and blogging tips. They also assisted with marketing ideas that have given me more clients over the past few months. I highly recommend them if your looking to grow or brand your business culture.

  • 13 years in business
Phillip W.
Verified review

A good business consultant will get you answers to all of your questions, while a great one will help you find answers to questions you didn't think to ask. Fokus Forward's Ryan Doerr will force you to see your opportunities will high level of clarity while forcing you to confront your business' threats. Often turning weaknesses into opportunities to grow.

HFI Consulting LLC
5.0
from 2 reviews
    Lyssa S.
    Verified review

    Dan Gramman has been our business coach for nearly a year now and he's been SO instrumental in establishing best business practices that we never even would have thought to ask an expert about. Thanks to Dan, we've now hired four people!

    Epic Heights Consulting
    5.0
    from 2 reviews
    • 6 years in business
    Tokara W.
    Verified review

    It is quite refreshing to have a company available to assist with marketing, communications, and public relations needs while I focus on providing safe quality services to our clients and balancing day to day operations in order to propel business forward. What a Godsend! If your looking for a business who will be responsible and dedicated to furthering your vision (at a great cost) look no further Epic Heights is for you!

    Chris Z.
    Verified review

    Mary Nicole returned my first call promptly and was Eager to come to my business to see our brand first Hand. Mary Nicole came prepared with folio of works And prices. She has completed to date invitations, post cards Business cards and more. I would highly recommend Mary Nicole and will continue to work with her in the future.

    Brian M.
    Verified review

    Consulting was very helpful. Would recommend to anyone.

    • 22 years in business
    About

    We specialize in the following areas: * Remote Desktop/Small to Medium Business Support * Windows Servers (all versions) * Firewalls and VPN (remote access, UTM and monitoring) * Secure Wireless Solutions * Data Protection (antivirus/anti-malware and backups -- local and cloud based) * E-mail (Hosted Exchange, Office 365 and SmarterMail) * Security camera systems *Site survey/assessments and planning *Wireless heat mapping

    About

    I am a business/finance manager who can provide consulting services to individuals and small businesses. I am willing to work during evenings and weekends at the client's convenience. I am proficient in the Microsoft Office Suite as well as Sage 50 Accounting and Quickbooks software systems.

    About

    SMB IT offers computer and business consulting services for individuals and small- and medium-sized businesses. SMB's mission is to ensure businesses can compete with the larger organizations that are so common. SMB IT services all types of different customers and companies. The goal is to make sure you come to us when you have a computer or business problem that can be solved with technology. SMB wants to continue saving small business owners and individuals' money by bringing them technology that will last years into the future. SMB keeps costs down, which allows SMB to pass those savings on to you.

    About

    We provide business consulting services including business plan development, strategic planning, tax exemption application, and leadership and board development. We are passionate about assisting organizations in bringing their vision to pass. Our success has led to organizations securing funding to open a restaurant, winning government grants, expanding services, and becoming a federally recognized tax-exempt organization.

    About

    Are you in need of specific initiatives and tactics to have a strong fourth quarter and to end 2014 strong? Do you have a deep desire to finally step forward and develop your dream business, but don't know where to start? Whether it is a new business plan or a re-vamp on your marketing and sales plan, let's meet and see how I can help you meet and exceed your goals.

    About

    Business is more than just the numbers. The numbers have to come from somewhere, but they do not come from accountants and lawyers. They can only ascertain what you give them. They can look at the numbers and give advice; "You need to lower your inventory." You need to add more Sales personnel." That's all well and good, but YOU are the one who is there everyday and should know certain things before they do. This is where my service will stand out. WE work with your day to day operations in a manner that you will recognize as being a benefit. It's your business, and business decisions should be yours to make from a confident position. If you are having trouble at the moment, give me the opportunity to help. Don't wait until you lose control to others.

    About

    We provide asset protection, i.e. insurance for personal and commercial clients, business plan writing, corporate and family travel.

    About

    PBA provides consulting, coaching and problem-solving services to businesses needing to increase efficiency and productivity, meet regulatory and customer requirements and reduce risk and cost.

    About

    10 years of experience creating resumes and cover letters. Assisted over 50 job seekers obtain employment within the last 2 years.

    About

    If you are looking to grow your business we have done it with dozens of companies, of all sizes. PAI is a business strategy and growth advisor with over a decade of experience with start-ups, small businesses, larger enterprises and non-profits. Our goal is to help you and your business grow in a sustainable manner through: > Strategic Planning > Business Planning, Business Plans, and Pitch Decks > Marketing Plans > Sales Plans > Operation Plans > Launching New Products/Services > Reaching New Customers or Markets > Getting the right Team on Board > Preparing the business to raise money (equity and debt financing) > Preparing the business and its Owner for the Sale of the Business > Helping the business reach the next stage In addition to helping you define winning strategies and plans, we offer a unique level of service to help you succeed -- we are there for you when you execute! This added level of service means you're not alone... we can bring experts from different disciplines in to roll up their sleeves with you. We look forward to hearing more about your business, your goals and sharing our expertise in growing businesses. Wishing you Success!

    About

    Companies that begin a continuous improvement program, only 40% are still "active" after year one, and only 2% achieve their expected results after 3 years. Why is this? How can something that is described to us as a silver bullet, fail so often? We build your program with you. We listen to your needs, we listen to your problems. We do not have canned training or solutions, instead we help you build systems that coach, solve problems, and grow your employees. We help you change the culture.

    Hire skilled professionals for absolutely everything.