404 Companies

Best Companies For Financial Planning Services

Perusing the web for top financial planning services for your company? Get the list of the best financial planning firms by GoodFirms to assist your business to achieve its overall targets efficiently. Financial planning is the errand of deciding how a business will bear to accomplish its vital objectives and goals set for distinct periods. A financial advisor surveys your present financial health by analyzing your liabilities, income, insurance, taxes, investments and estate plan. Then, comes the advancement of a plan to meet your money related objectives by tending to budgetary shortcomings and expanding on monetary strengths. Are you in need of financial accounting advisory services to set your financial plan into action? Below is the rundown of top financial planning services to help you select the one that fits your business requirements.

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List of Best Financial Accounting Firms | Top Financial Advisor
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List of Best Financial Accounting Firms | Top Financial Advisor

DYNAX Invest
1

DYNAX Invest

Realize your funding needs

DYNAX Invest is a team of experienced entrepreneurs and investment professionals supporting early-stage tech companies through investments, fundraising and business development. We are a team of 10 people operating on both sides of the table. We have extensive expertise in technological entrepreneurship, early-stage investing, venture capital transactions, M&A, IPO execution and business transformation. Our team’s mission is to work with passionate entrepreneurs and looks forward to helping them realize the funding they need. In... read more

Orlin Kozarev
“Advisory services of Dynax”
Orlin Kozarev, Self-Employed at R&D Freelance Consultant
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$50 - $99/hr
10 - 49
Bulgaria
Morgan's Financial & Mortgage Services
2

Morgan's Financial & Mortgage Services

We Manage The Health Of Your Wealth

Morgan's Financial & Mortgage Services We offer advice on a comprehensive range of mortgages and have exclusive products from the likes of NatWest, Halifax and Santander as well as countless other mainstream and niche lenders. The products we offer advice on include Life Insurance, critical illness insurance, income protection, Landlords insurance, commercial insurance, buildings, contents, accident and sickness insurance. It’s important to plan ahead for your retirement. Here, we explain why pension planning is so import... read more

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NA
2 - 9
United Kingdom
Cassaday & Company
3

Cassaday & Company

A culture of excellence and integrity

After 16 years holding senior and management positions with several major New York Stock Exchange member firms, Steve Cassaday abandoned the traditional Wall Street brokerage model and founded Cassaday & Company, Inc., an independent advisory firm.

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< $25/hr
10 - 49
United States
Simon Quick Advisors
4

Simon Quick Advisors

We’ll Care For Your Financial Well-Being

At Simon Quick, our culture is central to everything we do. Why? Because we want to make a positive impact on the rest of your life - which goes beyond simply managing your money.

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< $25/hr
10 - 49
United States
Ameriprise Financial

Your advisor will look at all aspects of your financial life and identify doable steps to help you work toward your dreams and goals.

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< $25/hr
1,000 - 9,999
United States
Callahan Financial Planning
6

Callahan Financial Planning

Fee-only financial advisors

Callahan Financial Planning is an independent fiduciary financial advisory firm, providing financial planning and investment management services with 5 offices across 2 regions in Nebraska and California: In eastern Nebraska, we have offices in Omaha and Lincoln, and in the Bay Area of California, we have offices in San Francisco, Mill Valley, and San Rafael.

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< $25/hr
2 - 9
United States
Financial Hospital
7

Financial Hospital

A Complete Financial Planner

Financial Hospital was born out of the frustration that every Investor had for getting poor and biased advice followed by mis-selling from agents and managing their investments at different places. Financial Hospital aims to curb this by providing expert advice to users on Financial Planning, Tax Planning, Investments advice and online platform to make the investment hassle free and fun

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< $25/hr
50 - 249
India
IBI Investment House
8

IBI Investment House

Four Season Financial Plannig

IBI Investment House is the 4th largest institution in Israel which manages financial assets, such as hedge funds, private investments, pension plans etc. One of IBI's renowned services, operated by their subsidiary company Four Seasons Financial Planning, focuses on financial planning for large corporations and individuals, optimizing and strategically planning the management of funds invested in the stock market. 

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< $25/hr
10 - 49
Israel
Centurion Wealth Management
9

Centurion Wealth Management

Financial Planner

Centurion Wealth provides its clients with a risk-averse, disciplined approach to long-term investing. Utilizing an optimized blend of passive and active strategies, our goal is to build an investment portfolio customized to your individual return objectives.  

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NA
2 - 9
United States
Integral Financial
10

Integral Financial

Your Source for strategic financial planning

Simon Vertullo is a Chartered Accountant with more than 20 years’ experience in Australia, Asia and Europe working in C-Suite, corporate finance, etc. If you want your financial job done exactly Contact us for more details.  Integral Financial offers you a solution in terms of strategic financial planning and leadership to manage your business complex performance, reporting and transactional issues.

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NA
2 - 9
Australia
Mary Ann Stites
11

Mary Ann Stites

FINANCIAL STRATEGIES FOR GETTING YOU THERE

Since 1978, our family-owned practice of third-generation Fresno State alumni has provided tax, accounting, and financial planning services to individuals and business of all sizes. Irwin L. Keithly, Public Accountant, our firm's founder, purchased a tax practice in 1978.  Irwin began working out of a small, quaint, West Avenue location.  Then, over the next six years, the practice moved to three different locations. After graduating from Fresno State in 1981 and subsequently passing the CPA Exam on her first attempt, Mary A... read more

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NA
2 - 9
United States
Hall & Company
12

Hall & Company

Expert financial & business advice from a CPA firm

For over 35 years, Hall & Company has embraced entrepreneurs, CEOs, and founders for their visionary and independent spirits, and we specialize in serving their accounting, tax, and specialized financial needs. Hall & Company provides a vast array of advisory services, including tax, accounting, and specialized support for businesses and court cases. No matter how intricate a business challenge may be, our team becomes an entrepreneur’s most trusted resource. We invest in our people and their on-going professional growth, si... read more

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$50 - $99/hr
50 - 249
United States
R.A.R.E.Sol - Reliable Accurate Remote Expert Solutions

At R.A.R.E.Sol, our focus is on allowing our clients to build distributed teams that can work wherever and whenever they want, so their businesses can focus on allocating their office- running costs elsewhere. We have seen a huge amount of growth in the remote work sector over the past few years and are proud to be one of the best remote work management firm.

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NA
10 - 49
India,
Australia
Miller & Company LLP: CPA of NYC
14

Miller & Company LLP: CPA of NYC

accountant nyc, cpa firms in nyc, manhattan cpa

Miller & Company LLP 141-07 20th Ave, Suite 101, Whitestone, NY 11357 +1 718-767-0737 Twitter Facebook Linkedin Instagram Youtube Flickr Tumblr Pinterest Fnd Us here: freelegalaid.com Working Hours: Monday - Friday: 9:00 am - 7:00 pm; Saturday: 9:00 am - 4:00 pm, Sunday: Closed Payment: cash, check, credit cards. Licensed in New York, the professionals at Miller & Company have served top-tier Manhattan clients since 1997.They exceed your every expectation with full-service dedication to ... read more

N
“It was a pleasure to work with Paul Miller!”
Noah Parker, Partner, Director of Operations at The Influence Agency
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NA
50 - 249
United States
LedgerBench
15

LedgerBench

Accounting & Bookkeeping Services

LedgerBench is your trusted accounting & bookkeeping outsourcing service provider catering to SMBs who want to get their books in order at fraction of local costs.  

Vaibhav Jain
“Thorough Professionals!”
Vaibhav Jain, Founder & CEO at StartupFlux
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NA
10 - 49
India
Tose Tech. LTD
16

Tose Tech. LTD

Using data to create efficiency in SMEs.

Our goal is to provide to our clients with leading Accounting Tools, Analytics Tools and Expert Consultant support, allowing our clients to rapidly identify the key insights that will best serve their customers and drive growth of their businesses.

Paulette Alusa
“Just brilliant! ”
Paulette Alusa, Digital Manager at SportyBet Kenya
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$50 - $99/hr
2 - 9
Kenya
MKT Softwares Pvt Ltd
17

MKT Softwares Pvt Ltd

Solution Beyond Expectation

MKT Softwares is one of the leading providers of IT consulting and implementation services to some of the finest organizations. MKT provides complete end-to-end solutions for technology driven business transformation Initiatives. We provide solutions for a dynamic environment where business and technology strategies converge. Our approach focuses on new ways of business combining IT innovation and adoption while also leveraging an organization’s current IT assets. We work with large corporations and new generation technology companies &nd... read more

Shivanand Balehosur
“Always Good service. Attend all query in time. Friendly staff. Nice team and coordination”
Shivanand Balehosur, south zonal head at E VIEW INFOTECH (P) LTD.
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NA
50 - 249
India
IBM
18

IBM

Build a smarter business.

At IBM, work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better, but to attempt things you've never thought possible. To lead in this new era of technology and solve some of the world's most challenging problems.

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$50 - $99/hr
10000+
United States
IQ Tax Accountants & Business Advisors
19

IQ Tax Accountants & Business Advisors

Choose best tax structure for small business

IQTA Accountant Kellyville provide information from the best tax structure for small business to a full-fledged tax minimisation strategies Australia, IQTA offers all. Visit : http://iqta.com.au/  

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NA
50 - 249
Australia
Strategic Vision Wealth Management
20

Strategic Vision Wealth Management

Financial advisers in Oxfordshire

Strategic Vision Wealth Management is one of the renowned names for financial planning and wealth management. We provide independent financial planning for individuals, businesses, solicitors, and reviewing your existing pensions as well as investment services. We have years of experience and in-depth knowledge of current legislation and codes of practice. Our highly experienced and skilled advisers will help you to build, maintain, manage and grow your wealth in the right way.

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NA
2 - 9
United Kingdom
All Star Direct - Commercial Insurance in Miami, FL

AllStar Direct Insurance and Financial Services is your trusted solution for commercial insurance in Miami, FL. We offer flexible and affordable coverage options. Call our consultant at 855-754-7414 today!      http://www.allstardirect.com/commercial-insurance-miami-fl  

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NA
2 - 9
United States
KredX
22

KredX

India's leading online invoice discounting

In Brief What began as an invoice discounting platform solving problems at the grassroots level, has today grown into a powerhouse of innovation with a gamut of products aimed at businesses and investors worldwide. As a company, we strongly believe that every business we help is our little contribution to the greater good. At KredX, where innovation is an integral part of the daily routine, we continually focus our efforts to align ourselves with solving real issues through the use of technology.

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NA
50 - 249
India
ARRMS INDIA Private Limited
23

ARRMS INDIA Private Limited

Asset Reconstruction,Recovery &Management Services

ARRMS (India) Private Limited is an asset resolution company, which provides complete debt recovery solutions with proactive legal actions. ARRMS focuses on strategically timed legal intervention based on ageing of the delinquent account with emphasis on following due process of law, adhering to all judicial, regulatory and statutory guidelines.

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NA
50 - 249
India
Essential Tax Services
24

Essential Tax Services

Tax Preparation Services, Tax Preparation Service

Essential Tax Services VA specializes in tax services including tax planning, tax preparation, and representing taxpayers before the IRS and state agencies in audit, collections and appeals.

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NA
2 - 9
United States
PKM Advisory
25

PKM Advisory

Company Set Up Compliance Services in India

PKM Advisory is leading company set up compliance services provider in India. PKM Advisory is a fast growing consulting company specializing in company set up compliance and advisory services based in Ahmedabad. We are listed amongst the best firms of the market engaged in providing a large collection of company set up compliance services providers to the customers. We are a unique name in the industry to offer our precious customers a qualitative Legal compliances services.

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NA
10 - 49
India
Phil Reese, Arizona Business Broker
26

Phil Reese, Arizona Business Broker

Selling and buying a business in Scottsdale

If you have a company in Scottsdale or the surrounding areas, Phil Reese, Arizona Business Broker, can help you make sure you understand the valuation process and can help you set a fair and realistic price for your business. It is important to use a business broker with whom you can communicate well with, who educates you on the ins and outs of selling your business, and who can effectively market your company to buyers so that it does sell for top dollar.   Phil Reese, Arizona Business Broker can help sell your Scottsdale business.... read more

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NA
Freelancer
United States
Trust Advisory Group
27

Trust Advisory Group

Wealth Management; Financial Planning

At TAG the client comes first, the advisor second, and the firm third. Our deep-rooted belief that caring, empathy, and a personal touch should be the foundation of all client relationships is a throw-back to old-fashioned values. But our approach to planning and managing your finances is anything but. We use the highest level of technology to combine a tech-enabled experience with customized client service. We communicate on your terms: face-to-face, online, text, phone – your choice. Best of all, we are not beholden to a large Fortune 5... read more

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NA
10 - 49
United States
Equifax
28

Equifax

COMMITTED TO WORKING WITH YOU

Equifax is a global information solutions company that uses unique data, innovative analytics, technology and industry expertise to power organizations and individuals around the world by transforming knowledge into insights that help make more informed business and personal decisions. Headquartered in Atlanta, Ga., Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor's (S&P) 500® Index, and its common stock is trade... read more

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NA
1,000 - 9,999
United States
Hong Leong Assurance Berhad
29

Hong Leong Assurance Berhad

Hong Leong Assurance | Reaching out to you

Hong Leong Assurance Berhad (HLA) is one of the largest insurance companies in Malaysia. It is a well-established and respected Malaysian brand offering financial planning and protection solutions to meet the various needs of Malaysians at different cycles of their lives. Commitment to the customer is the key to HLA's success, where service is provided through a large network of branches, agents and brokers throughout the country as well as bancassurance and alternative distribution channels.   

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$25 - $49/hr
250 - 999
Malaysia
FINVASIA
30

FINVASIA

Invest With Intelegence

Finvasia is amongst India’s fastest growing Fintech that has a diversified business model, offering services ranging from Clearing, Depository, Asset Management, Commission free trading in Stocks, Derivatives, Currencies, Commodities, currency hedging along with various technology solutions to institutional and retail clients.

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NA
250 - 999
India
EP Capital
31

EP Capital

An independent financial advisory firm.

EP Capital is an independent financial advisory firm focused on Mergers and Acquisitions (M&A). The company was founded in 2009 by professionals with extensive experience in the financial market. Formerly known as Estrateplan, EP Capital evolved with the admission of new partners and has since assumed a new market position, allowing for the provision of high quality financial advisory services.

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< $25/hr
2 - 9
Brazil
Swiss International Asset Management Ltd.
32

Swiss International Asset Management Ltd.

The advance financial technology-wealth management

SIAM offers a financial wealth management gateway between Asia’s fast growing financial centre Hong Kong and Switzerland. SIAM bridges the two cultures to offer our clients an outstanding and unique international financial wealth approach. Accuracy, quality of service, transparency, assiduity and conscientiousness are just a few of the high expectations the asset management team of SIAM lives up to everyday. 

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$50 - $99/hr
250 - 999
China
Riti Investment & Consultancy
33

Riti Investment & Consultancy

Don't Worry About The Future, Plan For It.

Choosing someone to oversee your financial affairs could be one of the most important decisions you make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. My vision has always been to create a company that can offer people a single go-to advisor who proactively plans and coordinates every moving part of their financial lives. A company that prides itself on transparency, listening before acting, and serving as a steward for their finan... read more

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< $25/hr
2 - 9
India
Y&G Wealth & Consultants Private Limited
34

Y&G Wealth & Consultants Private Limited

Y&G | Imagination & Innovation

Y&G Wealth & Consultants Private Limited, is a Wealth Management, Financial Planing, Mutual Funds Distribution, Financial Products, Retirement Planning, Goal Planning, Wealth Creation & All the Financial Solutions Provider Company based out in Pune - Maharashtra.

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< $25/hr
10 - 49
India
Skerritt Consultants Ltd
35

Skerritt Consultants Ltd

Brighton Based Independent Financial Advisors

Skerritt Chartered Financial Planners are a firm of Independent Financial Advisers (IFAs) and Wealth Managers, dealing with all areas of Financial Services. As well as our head office in Hove we also have offices in London at the heart of the City, Worthing and Chichester.

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< $25/hr
10 - 49
United Kingdom
Close Brothers Asset Management
36

Close Brothers Asset Management

A Service Built Around You

Close Brothers Asset Management is one of the UK's largest and longest-established providers of high-quality financial planning advice and discretionary investment services. We aim to build and preserve our clients'​ wealth by providing a complete, personalised and professional service. 

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$25 - $49/hr
250 - 999
United Kingdom
True Square Financial LLC
37

True Square Financial LLC

True Square Financial LLC

True Square Financial LLC is a registered investment adviser offering advisory services in Georgia and in other jurisdictions where exempted. Contact our expert at 404-975-2720 and learn more about True Square Financial today!   

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NA
Freelancer
United States
Alcor
38

Alcor

Opening and maintaining R&D centers from scratch

Alcor offers an alternative to the traditional IT outsourcing model: your own R&D center fully backed by our operational services. With 10+ years of experience, we can offer access to 100,000+ IT talents in Ukraine to assist you in opening your R&D office and further support it from an operational standpoint (we do not have our own delivery). Out solution “Own R&D center from scratch” includes: ✔ Real Estate in TOP-5 IT Cities at your choice; ✔ Recruitment Process Outsourcing to find the right people; ✔... read more

Farhad Shamshirzan
“A trustworthy partner with wide range of services in Ukraine”
Farhad Shamshirzan, Director Software Development at Certent, Inc.
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NA
50 - 249
Ukraine
Codleo Consulting
39

Codleo Consulting

Company with a heart : Daily Victory

Codleo is an ISO certified Salesforce Partner. We are a consulting firm focussed on Salesforce CRM solutions. We have a chain of certified professionals that will help you with the implementation, customization, and integration of Salesforce. We also have a team of experts who are into  Digital Marketing, Website, and Mobile App development/designing. We deliver exceptional and best customer experiences. We optimize your business processes to increase leads and revenue. We have successfully completed 25+ projects. Our portfolio of solution... read more

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NA
10 - 49
India
GS Financial Group
40

GS Financial Group

Enjoy Your Life Without Financial Worries

GS Financial Group provides Canadians with the support and knowledge to get financial stability, It include Financial planning, debt management, Investments, Personal Insurances (Life Insurance, Critical Illness Insurances, Disability Insurances, Long Term Insurances, Travel Insurances, Health Insurances, Dental Insurances, Benefit plans for companies, Tax strategies. and the main purpose is educate and help the Canadians to save money and get the best financial protection available on the market.

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< $25/hr
10 - 49
Canada
SD Tech Company
41

SD Tech Company

Innovator and Transformer

SD Tech Company is a startup company that provides expertise in search digital marketing solutions for businesses worldwide, including website creation and promotion, and SEO techniques to improve its clients’ positioning in search engines

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$25 - $49/hr
2 - 9
Nepal
ASK THE LAW
42

ASK THE LAW

ASK THE LAW - Lawyers & Legal Consultants

ASK THE LAW - Al Shaiba Advocates & Legal Consultants. Our Team of Emirati Lawyers looks into your questions & answer them in a timely manner. We provide call back facility with advice from top-reviewed Lawyer. Our website provides the catalogue of legal queries answered in the past, you can search through our articles to get the best idea about your legal problems. We are the part of Dubai, UAE’s most reputed Law Firm to resolve your legal issues with the result-driven approach. We are capable of providing legal service... read more

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NA
10 - 49
United Arab Emirates
Tecno Tramit
43

Tecno Tramit

"We manage solutions, and we like to do it well"

TECNOTRAMIT was incorporated in 2001 in Barcelona by a team with over 20 years’ experience in the Customer Care sector. Starting with the mortgage business and becoming one of the most important companies that offer services for financial entities and real estate companies in Spain and Portugal in just a few years.  

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$50 - $99/hr
1,000 - 9,999
Spain
Profource
44

Profource

Keep Moving Forward

Profource boasts a workforce of more than 250 professionals who help clients in optimising their administrative processes. We do so by secondment or by managing their outsourced services, depending on the client’s wishes. Whatever the assignment, you are assured of highly trained professionals with up-to-date knowledge. Profource offers its employees a clear and unrestricted career path from the moment they join the firm; that way we ensure that every single one of our professionals can fulfil their potential. Our process of continuous de... read more

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$25 - $49/hr
250 - 999
Netherlands
SA Commercial
45

SA Commercial

South Africa’s award-winning BPO contact centre

At SA Commercial BPO, we connect our clients with their customers, 24/7. We’re steadfast and dependable, yet agile and flexible to adapt to the exact nature of your business – to become your voice, your touch-point with the customer. As an active member of our industry body, BPeSA, we’re non-negotiable on quality. We strive to maintain our industry’s high standards, while upholding each of our clients’ reputations for excellent customer care. We’re ISO 9001 and ISO 27001 certified, which means our clien... read more

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$25 - $49/hr
50 - 249
South Africa
REDVision Computer Technologies Pvt. Ltd.
46

REDVision Computer Technologies Pvt. Ltd.

beginning technologies revolution

RED Vision Computer Technologies Pvt. Ltd., Offering B2B application services since 2006 to help organization & IFA to exceed their technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance. We offer a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management Software ERP system which is currently used by more than 2500+ CFPs and MF Advisors across ... read more

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NA
50 - 249
India
acuvat
47

acuvat

Best consultancy Services

ACUVAT CONSULTANCY is an emerging Chartered Accountancy Firm in UAE headquartered in Dubai which is the emerging Business Capital of the world. Our firm belief is to excel in providing professional services which help our clients to focus on their core business development and leave the entire support required in the field of Accountancy, Audit, and VAT on us and we shall stand with them as “Partners in Success” across all the Emirates.  

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$50 - $99/hr
50 - 249
United Arab Emirates
SELECT CORPORATE SERVICES
48

SELECT CORPORATE SERVICES

Business Services

Select Corporate Services is a leading Company located in Utah, USA. The Company helps people who need advice and knowledge to achieve success in their business startups. The business consultation that we provide gives details about your business type, business goal and the business aspire you need to follow. Our service includes Tax Planning, Estate Planning and Entity Formation Services. We offer established estate plan that will help an individual to control their assets. Most of the people are confused about the type of business entity a... read more

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NA
10 - 49
United States
McAuley & Crandall
49

McAuley & Crandall

Certified public accountant

McAuley & Crandall, PA was founded in 2001 by Nancy McAuley & Rebecca (Becky) Crandall. At McAuley & Crandall, we put you and your financial health first, as defined by our tagline, “Contributing to Your Success.” We are conveniently located in South Creek Office Park in Overland Park. Our company has grown significantly in the last decade, as we moved to a new, larger office in 2011 and added a new partner, Jacquelyn (Jackie) Reynolds, in 2016. We have a committed, knowledgeable, and loyal team, which has produced... read more

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< $25/hr
2 - 9
United States
Fiske & Company
50

Fiske & Company

Experience is the difference when results matter.

Fiske & Company is one of South Florida’s most highly recommended CPA firms, and consistently ranked as one of the “Top 25 Litigation Support Accounting Firms” and “Top Local Provider of Business Valuation” in the region. In addition to Forensic Accounting and Business Valuation, the firm also offers Tax and Audit, as well as financial consulting services to individuals & businesses. Fiske and Company professionals are recognized as "TOP CPAs"​ by the South Florida Legal Guide. Our professionals... read more

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$25 - $49/hr
10 - 49
United States
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