
Be Awesome Not Broke
At Be Awesome Not Broke, we strive to help people build the financial confidence they need to launch their own businesses and pursue their dreams. We understand that too many individuals stay in jobs that don't fulfill them due to a lack of financial independence or security. Our goal is to provide strong financial tools and literacy so that you can save enough to start a business that aligns with your values. We believe that everyone should have the opportunity to trust in their own abilities and take control of their financial future. Our team is here to help you take the steps necessary for you to save, invest, and ultimately create a successful venture. From budgeting advice to investment strategies, we are fully committed to helping you get started on the path to financial freedom.

Unison
Unison is a company that provides homeowners with a new way to own their home. Through residential equity sharing agreements, they enable homeowners to access the equity of their property without having to take on debt or make monthly payments. This helps to make owning a home more affordable and offers a less risky option for homeowners, investors, and society. They operate in 30 states and territories, including Washington, D.C., and have helped over 10,000 households with a collective home value of over $6.5 billion. Their team is comprised of experts from San Francisco and Omaha who are dedicated to creating a smarter, better way to own your home. 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.

True Root Financial
At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.

Amerimerchant
Amerimerchant provides quick and easy funding for businesses of all sizes. With approval times as fast as 24-48 hours, you can find the amount that best suits your business' needs and qualifications. Fixed percentage payback ensures that you will never have to pay more than you can afford. The application process is simple and efficient, with minimal restrictions. We offer personal attention to each business, regardless of size, to ensure optimum consideration. Alternative funding options may be available for those businesses that don’t accept credit cards. Our team of experienced professionals are here to help you get the funding you need to grow your business. 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.

Meritus Capital
Meritus Capital is a financial institution providing invoice factoring and payroll funding services to businesses of all sizes. From startups to companies billing over 200 million annually, Meritus specializes in supporting temporary staffing, transportation, manufacturing and oil & gas industries, in addition to many other B2B sectors. With almost two decades of experience, Meritus Capital provides its clients with exceptional customer service, a convenient online application and onboarding process, 24/7 online report access and much more. The company takes pride in being able to sustain the test of time, staying dedicated and passionate while continuing to grow and adapt to meet the needs of its customers.

Stilt
Stilt provides loans to non-U.S. citizens that are based on their financial behavior rather than credit score. The company rewards customers for displaying positive financial habits. 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.

Change Group
The Change Group helps travelers with their finances when they go abroad, providing foreign currency exchange and phone cards. They offer assistance in exchanging foreign currency for US dollars, giving you peace of mind before embarking on your journey. 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.

Heng Long Foreign Exchange
Welcome to Heng Long Foreign Exchange, the place with the best foreign exchange rate in town. We have no fees and offer the purchase or sale of over forty different currencies. Our store is open seven days a week and provides meter parking on the street. Check out our website for daily promotions and save even more! At Heng Long Foreign Exchange we make sure our customers get the best experience possible. Our team is knowledgeable and dedicated to providing the best service for all your foreign exchange needs. We are committed to making sure that everyone who visits us leaves satisfied.

Regal Tax & Law Group Taxing Agencies
Introduction: Regal Tax & Law Group, PC helps taxpayers resolve various issues with taxing agencies. Provides business or personal services to plan for the future. The IRS and FTB can be difficult to work with, and everyone deserves a good fighting chance to resolve any questions. Every resolution strategy is tailored to your individual needs and qualifications. Call today to receive a no obligation consultation, and find out what we can do for you. Services: Regal Tax & Law Group, PC specializes in preparing, submitting and negotiating Offers in Compromise (IRS Form 433 A-B). Installment Agreements (IRS Form 433 F), payment arrangements, installation of Currently Not Collectible status. Lien Releases, Bank Levy Releases, Wage Garnishment Release and Negotiation, Audit/Examination Representation or Appeals. Payroll Tax Liabilities, SFR release and audit, and Franchise Tax Board Representation for collection activity.

360 Financial, LLC Financial Solutions
Introduction: At 360 Financial, we believe that structured settlement solutions should be as unique as the needs of their recipients. We're here to listen to a client's concerns, understand their goals and challenges. Services: Discover together the best way to get them to where they want to be. Our in-depth knowledge of the products and tools available to settlement recipients. Develop custom financial solutions that better meet our clients' objectives. We recognize the value of collaborative planning. Believe that our clients are better served by joining forces with experts in fields outside of ours. Advance: We openly offer to share sample plans we've provided for previous clients with similar challenges and objectives. We consistently outperform our competition due to our fundamentally unique and advanced planning process. We understand that settlement planning may be an individual's one shot at financial freedom and stability. We can help make the most of this opportunity.

Michael K White CPA & Associates Firm
Introduction: At Michael K White CPA & Associates, we serve both individual and business planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations. We offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities. We also offer a full range of bookkeeping, accounting and tax services to our clients. Monthly pricing is available through our standard packages designed to provide all your accounting and tax needs. We can customize a package of services or provide services on as needed basis. Service: General Accounting, Payroll, Sales Tax Reporting, San Francisco, Gross Receipts & Payroll Tax Compliance, 1099 Form Preparation, Financial Reviews, Financial Statement Preparation and Annual Income Tax Return Preparation. Weekly bill payment and invoicing is available in some of the plans.

Charles Schwab Investment Firm
Introduction: Isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40 years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them not us first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Flex Tax and Consulting Group
Introduction: With over 10 years of experience, our CPAs provide a comprehensive legal counsel your business requires. LLC Taxation A limited liability company (LLC) is not a separate tax entity like a corporation. It is what the IRS calls a "pass-through entity," like a partnership or sole proprietorship. Corporate & Partnership Taxation A disciplined, integrated approach to corporate tax requires experienced tax professionals who understand the distinct tax concerns of corporations and partnerships. Service: If you need to file a federal tax return, but are not eligible for a Social Security Number, you must obtain an Individual Taxpayer Identification Number (ITIN) from the IRS. Forward-Looking Financials In our years of accounting, we have been asked with relentless frequency to create forward-looking financials and other expressions of financial events that are yet to arise. Excel Consulting Our firm has been approached countless times for our expertise in creating templates with increasing complexity of formulas, features, and data connections. Forensic Accounting Making sense of your data Tasks in this category include everything from investigating spending during a marriage to reallocating a partner's capital accounts and ownership share. Valuation Services There are several common means for establishing business valuation. Reach out to our consultants to discuss valuation models.

Arguello Financial
Itroduction: Our firm will provide you with a full range of professional services, with the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs. Services: Income tax consultation, preparation and representation before the Internal Revenue Service, Franchise Tax Board and other State agencies (Board of Equalization, Employment Development Department, etc.). Detail: We prepare taxes for individuals, small business entrepreneurs with business operating as Sole Proprietorship (Schedule C); Partnerships (Form 1065); Corporations (Forms 1120 and 1120S). Other: We also process bookkeeping and tax preparation services for non profit organizations. (religious, social, sports, etc.) Bookkeeping, notaries and payroll services for small business owners (restaurants, bars, clothing stores, construction contractors, religious organizations, etc.).

T&D Tax Service
Introduction: Unlike a store front tax service, we offer solutions tailored to your personal needs and provide the individual attention and knowledge base required to ensure your peace of mind. Our office is centrally located in the historical landmark Hobart Building. We are locally owned and operated. Service: We also offer specialized tax preparation and planning services for Domestic Partners. As an Enrolled Agent, we can also represent you, the taxpayers before the IRS in case of an audit. Our team of highly trained accounting professionals offers superior year-round tax services and advice to individuals, LLC's, Partnerships and other types of entities. We can also assist individuals wishing to start their own business with our Company Set-Up Services.

HRH Accountancy Corporation
Introduction: HRH Accountancy Corporation is a remote-service accounting firm serving clients throughout the San Francisco, California area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. Main goal is to work closely with you and your company on a one on one basis to provide the best service possible. Keeping accurate and clean records of your business can be time consuming which can take away time from your core business. We are committed to helping small start up and existing small businesses reduce the amount of time spent on bookkeeping, payroll, tax preparation services and tax planning services to focus their time on their business.

Lindquist, von Husen & Joyce
Lindquist, von Husen & Joyce LLP (LvHJ) is a premier California CPA firm, known for providing distinguished services to the affordable housing & real estate community, not-for-profit organizations, individuals & families and closely held businesses throughout the state and nationally for over 80 years.

SBVRT
Justin Wollman started SBVRT after 15 years of working for large financial firms - he wanted to use his academic, professional, and practical experience to help give small businesses and individuals security and independence. SBVRT is a bookkeeping and financial coaching firm for small businesses and individuals helping create financial well-being through honesty, education, and disciplined planning.

Castellon Professional Services
At Castellon Professional Services we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Jutta Reichert Associates
We specialize in complex Tax Matters, International Tax, Real Estate Tax Law and Business Consulting, Business Entity Selection, Buying or Selling a Business, Estate & Trust Tax Preparation, Financial Analysis, Cryptocurrency Tax Consulting, RSUs, ESPP, ISOs Stock Transaction Analysis, IRS Representation, Tax Preparation & Planning for U.S. and Foreign Individuals including Small Businesses and Corporations. Our team of CPAs and Enrolled Agents have many years of experience in all above mentioned areas.The fee for individual tax returns starts around $750 on-wards. Please email us through our website, tax data are confidential and should not be emailed through other servers. Please visit our website for more testimonials.