The Upkeep

Alan Guillaudeu CPA, PC

At our accounting firm, we have been helping small business owners since 1984. Our specialties include accounting, bookkeeping, tax planning, and tax preparation. We offer a unique, team-oriented consultative approach, which has kept our business clients on the right path for over three decades. Our services enable small business owners to control costs and increase profits. Our team offers personalized advice and hands-on help with all aspects of business operations. We provide thorough, accurate and timely advice that ensures businesses make informed decisions. Our team takes a comprehensive look at all areas of financial management for small businesses. We provide advice that covers all business needs, from daily bookkeeping to long-term tax planning. Our team is always available to answer questions and provide guidance. With over 30 years of experience, our team is dedicated to helping small business owners succeed. We strive to deliver exceptional service to our clients. Our commitment to superior service and quality results makes us an invaluable resource for small business owners.

Sol Design Advising Management

Sol Design Advising Management is a general business managing company that helps entrepreneurs plan and develop their businesses. We specialize in virtual assistant services, financial management for personal and business accounts, and real estate services for buying, selling, and leasing. Our experienced team has the knowledge to make your home buying, selling, or leasing process effortless. Our mission is to provide comprehensive business managing services to our customers. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

StackedLife Financial Strategies

Financial strategies for startup employees, business owners, and real estate investors. Improve personal and business cash flow Employee stock option strategies Real estate investment Tax-free retirement income Estate planning

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

First Financial Credit Union

At First Financial Credit Union, we provide financial services for you and your family. As a cooperative, members are part owners and benefit from lower loan rates and fees, as well as higher savings rates since profits are given back to them instead of shareholders or management. Members also have a voice in the products and services offered by the credit union. For starters, our free checking accounts come with overdraft options like free transfers from a savings account or low-rate line of credit, and there are no minimum balance or usage requirements. We also offer youth accounts, retirement accounts, mortgages, alternatives to payday loans, auto loans, and low-rate credit cards. We understand that some members may not have any credit history or are trying to rebuild their credit score. We offer reasonable options for those individuals as well. So don't worry if you're young, a new citizen, or starting over with credit - we have plenty of options available.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

The Robinhood Group

For a healthy business to sustain its success, it is necessary to have three elements: financial assets, effective marketing, and disciplined financial management. This has been referred to as the '3 legged stool' of a healthy business. If one of these is missing, the business is likely to fail. At The Robinhood Group, we provide various forms of business funding, such as loans, lines of credit and sometimes grants or venture funding, to small business owners. We are currently prioritizing helping small business owners take advantage of the CARES Act Employee Retention Tax Credit (ERTC) while funds are still available. Furthermore, we also offer a Cash Discount Card Processing platform, which eliminates 95% of credit card swipe fees. This has resulted in an increase of up to 95% in net profits for retail businesses since it was introduced in 2015. This platform has benefitted over 150,000 businesses, saving them more than $18 billion yearly.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Property Management - Rockwood

Property Management Inc. Worry Free (PMI Worry Free) is a property management firm providing comprehensive services in the Detroit Metro area. Our mission is to make property management manageable for rental owners, commercial and HOA property managers alike. We provide competitive rates, comprehensive online portals, rental listings, tenant screenings, leasing negotiations, rent collection, property maintenance coordination, and financial reporting. At PMI Worry Free, we're dedicated to providing an easy and worry-free experience for all of our clients. Our team of experienced professionals are committed to helping our clients manage their properties efficiently and effectively. With our online tenant/owner portals, comprehensive rental listings, tenant screenings, leasing negotiations, rent collections, and property maintenance coordination, we ensure that we provide our clients with the best service possible. Additionally, our financial reporting services ensure that all of our clients' assets are managed effectively. By providing these services, we strive to make property management manageable for all of our clients.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Haste Financial Services

At Haste Financial Services, we believe in helping businesses grow and reach their goals. We provide comprehensive services tailored to our clients’ individual and business needs, including tax preparation and strategic tax planning. Our bookkeeping, accounting, catch-up, cleanup and system integration services are also available. Additionally, we offer advisory, planning, audits, strategy and financial feasibilities. Moreover, we provide payroll management for our customers. Our team is committed to providing the best possible service to ensure our customers’ financial success. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Bogle Enterprises

At Bogle Enterprises, we are passionate about helping our customers in the Dallas-Fort Worth area and beyond. From our location in Cedar Hill, we provide honest income tax preparation and bookkeeping services to meet your individual and business needs. We offer a variety of tax services for individuals and small businesses. Our services include: income tax preparation for current and past years; filing for single, head of household and married returns; non-resident returns; college student tax returns; small business tax preparation; state tax preparation; free estimates; identity theft assistance; and amended returns. We also provide QuickBooks setup, clean-up, and assistance; payroll processing; sales tax help; financial statement preparation; tax assistance for startups; and project management. We strive to find the best solution for our clients, including competitive rates for small businesses. As QuickBooks ProAdvisors, we offer special discounted pricing on certain subscriptions and our payroll solutions can fit your budget and management style.

Hendry Financial

Hendry Financial specializes in financial services for small businesses. We offer a variety of services, from bookkeeping and payroll processing to accounts payable processing and invoicing. Our team can also assist with financial and business operations such as cash flow, budgeting, Quickbooks setup, and more. Additionally, we provide personalized financial solutions such as financial consulting, startup consulting, business strategy consulting, and risk management consulting. For those who need it, we also provide full accounting services with payroll, bookkeeping, accounts payable, invoicing, statement reconciliation, and financial reporting. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Invest West Management

Invest West Management is a property management firm situated in Vancouver, WA, serving the Greater Portland-Vancouver region. We are a family owned and operated business with over 30 years of experience in managing properties. Our mission is to offer our customers with professional property management services that will help secure their investments for life. Our wide range of services includes bookkeeping, maintenance, daily operations, financial management, 24/7 emergency services, inspections, major and minor building repairs, and legal matters. We are equipped to manage all kinds of properties such as single-family homes, apartments, offices, HOA's and Condos. In addition, we provide regular maintenance services as well as preventative maintenance services to increase the value of the property.