Aim to Simplify is devoted to helping people create a more organized life and environment. They provide coaching and assistance to their clients in order to simplify their structure of life and anything they allow to exist in their space. Their services include event planning, life coaching, office organizing, home organizing, and professional organizing. They also set and help their clients reach their goals. The team of Aim to Simplify can help clients with paper taming, file cabinet eDirectory, email/computer organization, website construction, creating marketing tools, administrative work, travel planning, errands, shopping, closet organizing, kitchen organization, cabinet organizing, living room organizing, personal assisting, photo organizing and more. They are also capable of planning fashion shows, memorials/celebrations of life, birthday parties, surprise parties, graduations, divorces or retirements.

StrataTax provides comprehensive tax and consulting services to business owners who operate as sole proprietorships, corporations, partnerships, or LLCs. Our team is committed to helping businesses succeed through tax planning, preparation, consulting, and audit representation. We make sure our customers take advantage of all available deductions and credits to minimize their tax liabilities. We also strive to ensure that our clients stay compliant with all relevant regulations and laws. Our experienced professionals are dedicated to providing the best possible service and advice to our clients. 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.

SpearHall Advertising & PR is a full-service marketing and PR firm with decades of experience. We specialize in providing our clients with a range of services, from media outreach to event planning, graphic design, web design, and community relations. Our team will help you craft customized campaigns that are tailored to your exact needs, helping you reach your goals and maximize your potential. From creating the perfect visuals to utilizing social media, SpearHall Advertising & PR will ensure that your message reaches its target audience. We take attention to detail seriously, and strive to ensure that every campaign we develop is successful and effective. With our team of creative minds, we will work with you to ensure that your message resonates with your customers.

At Define Financial, we are a fee-only financial advisor based in San Diego, committed to providing professional retirement advice to those who are 10 years away from retirement. Our mission is to help you reduce taxes, make smarter investments, and work towards an enjoyable retirement. We specialize in working with individuals who have saved up at least $1 million or more in investment and retirement assets. We understand that the success of your retirement is too important to be done alone, so our team of certified financial planners are here to help you every step of the way. From investment and asset allocation advice to tax planning and charitable giving, you can trust us to provide unbiased and well informed advice as we are a fiduciary with personal liability should we give you bad advice.

Primary Funding Corporation is an experienced provider of business financing solutions, helping businesses reach their goals for more than 20 years. We understand that small business owners often need short or long-term financing and offer a range of options to meet their needs. These include Accounts Receivable Financing, Asset-Based Lines, Bridge Loans, Term Loans and Invoice Factoring. Our team of professionals are dedicated to helping every customer find the best solution to get the funding they need. 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.

Physicians Coding Services provides a range of services to help medical professionals with coding and documentation. These services include medical coding, documentation improvement, HIPAA consulting, and coding for various specialties such as Evaluation & Management, Surgical, Orthopedic, OB/Gyn & Gynecologic Oncology, Dermatology, General Surgery, Gastrointestinal, Plastics/Trauma, Bariatric, Internal Medicine, Pediatrics, Family Practice, Urgent Care, Hospitalist, and ED coding. 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.

ActionCOACH Business Coaching is dedicated to helping businesses reach their full potential. We specialize in assisting companies to grow rapidly, increasing their profitability and cash flow, while creating systems and teams that are stronger and more effective. Coach Karie is passionate about her work and only agrees to partner with businesses if she is certain that her help will make a real difference. She is so confident in her ability to deliver results that she guarantees it.

SCORE provides free and confidential business consulting to small business entrepreneurs in San Diego and Imperial County. Our mission is to provide resources and assistance to help entrepreneurs succeed. Our team of more than 80 volunteers consists of active and retired business owners and executives, who offer their valuable experience and expertise to help our clients succeed. Our services range from one-on-one counseling to low-cost workshops covering almost 40 different topics. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

In these challenging times, we understand what you're going through. Our team is here to listen and offer guidance as we all get through this together. We put your physical and financial wellbeing first. Reach out and let us know how we can help. At Edward Jones - Financial Advisor: David S Peterson, our mission is to provide personalized financial advice tailored to each individual's goals. We strive to help you plan for retirement, save for education and make smart tax investments. Our experts are always ready to have a face to face conversation about your financial future.

Grigg Financial Group is a trusted financial planning and wealth management firm headquartered in San Diego, California. Their mission is to help clients manage their wealth through 9 areas of financial planning, such as tax planning, retirement planning, and cash flow-debt management. They specialize in providing financial services to physicians and healthcare professionals but also prepare returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team have developed a strong reputation for educating clients about maximizing their wealth and business operations in order to reach their financial goals. With years of experience in the field, the team at Grigg Financial Group aims to provide quality guidance and advice on all aspects of money management.

Bull Oak Capital is a San Diego-based financial planning and investment management firm. We focus on providing our clients with clear and transparent financial advice, as well as portfolio management services. Our team works hard to deliver our clients an uncomplicated and easy-to-understand business model, along with transparent fees and top-notch customer service. 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.

At Next-Level Coaches, we provide coaches from all walks of life with the tools to scale their businesses and get back the time they need to make a positive impact in their clients' lives. Our business helps coaches make six figures and beyond, giving them the confidence to improve their operations and reach more people. 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.

PAZable Creations provides custom marketing solutions to small and medium enterprises. Our services include web design with mobile compatibility, branding, content creation, SEO, Facebook and Instagram paid advertisements, sales funnels, and unique marketing strategies. 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.

Daniel Lu, CPA is an experienced tax and accounting practitioner who provides a wide range of services for individuals and businesses. As an IRS ITIN Certified Acceptance Agent (CAA), he offers full accounting services such as tax return preparation and planning, new business setup and structuring, and assistance with foreign and domestic, as well as resident and non-resident taxes. He speaks both English and Chinese (Mandarin). 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.

Our passion is helping and supporting businesses with financing, insurance, merchant processing and individuals/families seeking residential mortgages. We fully engage in the process of advising a business or individuals on the best options available based on their current circumstances.

Extraction Consulting provides specialized services that support the cannabis extraction and manufacturing sectors. We offer expertise in Standard Operating Procedures (SOPs) development, personnel training, equipment selection, laboratory layout, process improvements, and extraction methodologies.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.

At Cobalt PacWest CPAs | Business + Tax Advisors, we are dedicated to delivering top-notch tax planning, federal and state tax preparation, consulting and accounting services to individuals, business owners and small to medium-sized companies. Our team is committed to giving our clients personalized attention, integrity and transparency as well as providing excellent services to ensure their success. We strive to make the process easier for our clients by offering tailored services that meet their specific needs. We have a knowledgeable staff who understand the complexities of taxes and are capable of handling any challenge they may face. With our expertise, you can be confident that your financial matters are in good hands.

As a financial consultant with a series 65 license as a Registered Investment Advisor, Shawn Loddy - SML Advisory focuses on providing the best advice and services to their clients. We strive to ensure that our clients' money is used to take care of their family and loved ones. Our mission is to make sure our clients have the money they need when they need it.We specialize in 401k/403b plans, IRA accounts, and actively manage all our clients' accounts ourselves. We use third party money managers only if it makes sense and fits the particular risk profile of the individual client. Our top priority is to make sure our clients never take big losses and that over a 5-10 year timeframe they should not lose money.

I'm passionate about helping to create successful products that are built on a solid foundation of organization, critical thinking, and leadership. From ideation to MVP to multiple platform development and investor targets, my focus is on getting to the core principles of your product, its purpose, and its vision. This will help ensure that your product will have product-market fit and be successful. My team provides expertise in building a sustainable model that works to bring your product's core value to life. We offer a range of services to ensure your product is well-structured and designed to meet the needs of your target audience. With our experience and knowledge, we can help you create a product that will stand out in the marketplace and achieve success.

For 16 years, Kristyn Caetano Business Coaching & Consulting has been helping entrepreneurs reach their goals of radical success and profitability. As a certified coach, professional business trainer and strategist, Kristyn is skilled at combining her expertise in critical thinking with intuitive discernment to help her clients fulfill their legacy with more efficiency and satisfaction. Kristyn has taught hundreds of wellness practitioners, coaches and high level entrepreneurs how to grow their business. She offers a range of services including client lead generation and increasing profit, producing virtual and in-person events, workshops, retreats, multi-day challenges and seminars, facilitator and speaker training, growing an engaged audience online, sales and online marketing, group and individual program design, implementing certification programs, copywriting and messaging, scale with systems and team and growth mindset.