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Lisa Gould - Personal & Small Business Financial Counseling

Let Lisa Gould help you take the worry, fear, and anxiety out of managing your finances. With her financial counseling services, you can stop just getting by and live the life you were meant to live. Take control of your fluctuating income stream and start thriving today! 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.

Colorado Wealth Group

Colorado Wealth Group is a premier destination for personal and small business financial planning. We are a collaborative firm who puts our clients' objectives first, working as fiduciaries to achieve comprehensive planning. At CWG, we offer a range of consultation services, from building a financial plan, managing assets (even with low minimums!), acquiring life, disability or long-term care insurance, funding education and retirement distribution planning. We also provide tax mitigation tactics, consolidation of accounts, estate planning and group benefits planning. Our experienced team of professionals have the expertise and knowledge to help you reach your financial goals. We strive to provide a personalized approach and emphasize the importance of understanding our client’s needs. We diligently work together to create an individualized plan that fits your specific needs. Contact us today to learn more!

The Business Skeleton

We are experts in small business financial management and business development. Our services include bookkeeping and those specific to contractors. Financial management services include preparing Profit & Loss statements and cash flow budgets, creating a cash flow forecast, analyzing profit levels, and creating a sales break even analysis. Business development services involve setting up vision, mission, and core values, establishing procedures and processes, and analyzing revenue and profit centers. Bookkeeping services include bank statement reconciliation, payroll preparation and processing, accounts receivable and payable, chart of accounts setup and review, and tax preparation. Contractor-specific services we provide include job costing and analysis reports, job costing payroll, QuickBooks integration with third-party software, service rate and billing analysis, customized contractor forms, contract and time and material billing preparation, waiver and release preparation, and insurance audit information. The goal of The Business Skeleton is to bring financial clarity and business understanding to organizations so they can grow and develop. We work with motivated and hardworking people who believe in their product or service. We are certified QuickBooks Pro-Advisors and are experienced in Microsoft Excel. We use these tools and more to provide clear and useful reporting and analysis for our clients. If you would like to learn more about how we can help you, please contact us. We look forward to hearing from you.

TaxFox

TaxFox is a tax preparation service dedicated to providing value-driven solutions for individuals, families, and businesses alike. Our team of professionals specialize in helping clients navigate complex financial situations and ensure their success. We bring growth to industries, clarity to everyday lives, and more by offering a range of services, including personal tax returns, accounting for small businesses, and back taxes. With TaxFox, you can trust that you’re in the hands of experts who are passionate about helping you achieve your financial goals.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.

HP Law

We are a small firm committed to high-quality personalized service at a reasonable fee.  We offer a full range of estate planning services from Wills and Power of Attorney appointments, to Revocable Living Trusts and Irrevocable trusts. We can help you settle your loved-one's estate through Probate. We can also help you become appointed Conservator and/or Guardian over someone who is unable to care for themselves. We are focused on helping you form a business entity for your small business, or can consult with you on your existing business structure to explore whether any changes would be in your best interest. For those who have worked to accumulate a nest-egg, we can help you with Asset Protection planning so that your life savings are not vulnerable to an unexpected or frivolous law suit. For those in higher risk professions; medical professionals, financial professionals, small business owners with employees, construction and architecture, etc. we can help you build a structure that will deter frivolous litigation in the first place, and protect you from losing personal and family assets in the event that a lawsuit is filed against you.

Skyline Groups

Whether conducting a financial statement or preparing for a complex audit, Skyline Groups has the right team. Rooted financial knowledge and comprehensive technical skills enhance the solutions offered. Furthermore, the various options of Insurance coverage and the rooted financial knowledge sets Skyline Group apart. Covering more and costing less, we want to protect the clients from life's uncertainties and plan accordingly. Skyline Groups stand in the corner of our client as they evolve. We apply quality techniques for better outcome of our client's objective. A hands-on, Accounting and Insurance experts will respond to the intellectual needs, create a proactive service experience, and focus on setting and attaining goals. Whether you're a Small Business or a stay home mom, Skyline Groups was built to make sure your day to day necessities to operate are covered with the right insurance and have a reliable team for your finances.  We want to be your source of assurance for Insurance and Accounting services!  We have a local office based in Falls Church, VA and Silver Spring MD with flexible hours for a visit and fully staffed to take your call with questions.

Hercules Financial Services Group

Hercules Financial Services Group is a premier financial firm in Brooklyn providing comprehensive services to individuals and small businesses. Our mission is to provide our clients with the highest quality of service, tailored to their specific needs. We offer a variety of services, ranging from tax preparation and life insurance to credit repair and lending services. Our experienced team of professionals will work with you to make sure you receive the best possible outcome in any financial situation. Our expertise in financial matters allows us to provide our clients with the best possible advice and solutions. From financial planning and business insurance to credit repair services, we have the knowledge and resources to ensure you get the most out of your investments. We also provide lending services for those looking for a loan or other financing options. No matter what your financial needs may be, Hercules Financial Services Group can provide you with the support and guidance you need.

XNE Financial Advising

XNE Financial Advising, LLC is a certified Minority-owned Business Enterprise that provides tax preparation and financial planning services to individuals and small businesses. This company is recognized by U.S. Black Chambers, Inc. and National Minority Supplier Development Council. Our mission is to help customers to achieve their financial goals. We are experienced in areas such as tax filing of current and back taxes, creating profit and loss statements with QuickBooks and Microsoft Excel for businesses, and providing 12-month Budgetary Plans and Tax and Debt Analysis services for individuals and couples. We strive to provide the most professional and reliable services that meet our clients' needs.