
Pacific Life Coach
Career/Life/Relationship Transitions/Planning Goal Setting Work/Life Balance Time Management Stress Management Communication/Leadership Skills Personal Productivity Starting/ Marketing Your Own Business Becoming a Life Coach Working Mothers' Coaching

Barbary Coast Consulting
Public relations, public affairs, lobbying and advocacy, and community outreach. We work for companies big and small, individuals, non-profits, trade associations, and government agencies. We help organizations communicate effectively with the decisionmakers who can move them towards their goals, or block their efforts. We've worked for Nordstrom, Google, the San Francisco Transportation Authority, Capt. Sully Sullenberger, and more than a hundred other excellent clients. If you've got a communications or advocacy challenge, come talk with us - and we'll tell you if we think we can help you maximize your opportunities to succeed.

Smartful Works
SmartfulWorks is a boutique training and coaching firm committed to helping organizations, from Fortune 500 companies to mid-sized businesses, leverage their current workforce and help them develop the skills needed to succeed in this increasingly competitive landscape through: Training Coaching Speaking Working with Employee Resource Groups

Demonstrate
Founded in 2015, Demonstrate is an award-winning, independently owned, boutique full-service marketing and communications agency with headquarters in San Francisco and an office in New York, New York. Boasting a team of highly imaginative social innovators, the agency helps clients navigate the current cultural landscape and align their initiatives with relevant trends and niche markets. Demonstrate excels at developing and executing insight-based, integrated marketing programs consisting of strategic brand communications planning, public relations, creative strategy and content production, influencer and social campaigns, experiential events and paid media. For more information about the agency, please visit wearedemonstrate.com.

Antenna
Antenna Group (Antenna) is a strategic communications and results-driven integrated marketing agency that partners with innovative B2B companies to solve meaningful global challenges. Utilizing a full-suite of branding, digital marketing, communications and automation tools, Antenna campaigns powerfully impact our client's brands, reputations and lead generation and sales.

BookSoEasy
QuickBooks consulting, training, cleanup, monthly report Offsite bookkeeping services - Full service - Periodical review - Shoebox client Specialized industry: Doctor & Dentist Real estate investor Professional services Software Development

BPM
BPM is the largest California-based accounting and consulting firm. We've been serving the Bay Area's emerging and mid-cap businesses as well as high net worth individuals for over 30 years. As a full-service accounting and consulting firm, our expertise spans far beyond the basics. We are deeply experienced in assurance, tax, business consulting, and wealth management with over 50 committed partners leading these groups. Our industry experience covers many sectors: technology (semiconductor, software, hardware, Internet/online media), life sciences, real estate, financial services, nonprofit, and more.

Punch Financial
Why hire an in-house CFO and bookkeeping team when for a fraction of the cost you can outsource the best team with proven results? Get so much more than bookkeeping--get expert business strategies aimed at helping you achieve your goals.

Method360
For more than a decade, Method360 has partnered with clients in the development, delivery and oversight of targeted Business Intelligence and Enterprise Applications initiatives. We provide a comprehensive portfolio of solutions and services designed to help companies increase effectiveness, reduce operational costs and improve business performance. Our Solutions Include: Data Management & Business Analytics Enterprise Information Management Financial Management Quality Assurance

Singer Associates Public Relations
Singer Associates Public Relations in San Francisco is the Bay Area's leading public relations, public affairs, corporate communications and advertising agency. We provide a broad range of services to our clients, including: Public Relations Public Affairs Crisis Communications Advertising and Marketing Media Relations Litigation Support Community Outreach Special Events

46Mile
46Mile is a full-service integrated marketing and advertising agency, located in the heart of San Francisco, who puts data at the heart of every solution. We create research focused strategies with our extensive data-rich resources to ensure words like ROI, growth, sales, and leads don't die in animated slideshows. We leverage our partnership with Hearst Communications to give you access to marketing tools, technologies, and data that cost $1Ms annually at no cost to you.

Empirical Wealth Management
Empirical was created for the sole purpose of providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Rather than just being another Financial Advisor, we at Empirical strive to be your Personal Financial Advocate, working to help you make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of your overall financial plan. This strategy is simple, yet profound: the greater the number of prudent financial choices you make, the more quickly you will get to where you want to be. Our Mission is to provide you with the most effective, unbiased investment and financial planning advice available.

Vista Wealth Management
Just as wealth management is a continuum over your life; your wealth plan should evolve to meet the changes of your personal circumstances. That's why part of our job is to provide you with the answers you need to make sound decisions for you and your family when those changes occur. We also provide you with a range of options and opportunities so those decisions are the best decisions. We offer: Options for asset/net worth growth and protection Comprehensive planning Disciplined execution of strategies Options to manage tax liabilities Tools to understand the most complex financial matters Freedom from complicated reporting and record keeping Vista Wealth Management provides financial planning to chart the course to our client's goals as well as the investment management to get them where they want to be.

Pro Business Plans
Pro Business Plans provides professional and custom business plans for investment and strategy. Our business plan writers work one-on-one with entrepreneurs and executives to create plans designed to raise capital and grow their business. If you are seeking a business plan writer, contact Pro Business Plans for a complementary consultation.

Edward Jones - Financial Advisor: Jilena Y Mok
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Osborne Partners Capital Management
Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets. Our investment team averages over 25 years of experience, and each has earned a MBA, CFA, or both designations. OPCM presently manages approximately $1.6 billion in assets for clients (as of 6/30/20).

Herold & Lantern Investments
Herold & Lantern Investments is a wealth management boutique with a national presence. We educate and guide our clients to manage risk, grow and preserve their wealth and work towards achieving their financial goals. We accomplish this by leveraging our in-depth bond expertise, smart technology & highly personalized service.

Foss & Company
Tax Credit Intestments. Federal and State Tax Credits: * Historic Rehabilitation Tax Credits * Renewable Energy Tax Credits * Affordable Housing Tax Credits * Work Opportunity Tax Credits

Citrine Capital
Citrine Capital is a fee-only wealth management firm committed to helping tech professionals, entrepreneurs and business owners thrive. We specialize in helping those with company equity positions such as company stock, stock options, RSUs and much more. Our comprehensive approach to financial planning is designed to free up our clients' time and provide peace of mind by helping them make prudent financial decisions for themselves and those who depend on them. Specifically, we help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and conserve and create wealth. Citrine Capital, LLC is a California registered investment advisor.

Blue Streak Advances
Blue Streak Advances is a leading provider of alternative business financing with easy to access and fast funding solutions for small and medium size businesses in the United States. With our business loan, merchant cash advance, revenue based funding programs, we present your business with customized funding options. We have been a pioneer in the alternative financing market since 2010. Our proprietary technology analyzes years of data and trends and provides fast approvals based on a business's performance and potential and not off of traditional metrics.