Financial management software in California
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City National Bank
● ClosedCity National Bank, located at 500 East Esplanade Drive in Oxnard, California, is a trusted financial institution offering personalized banking services to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, City National Bank provides the financial resources of a global bank with the personalized service of a community bank. Our experienced Relationship Managers are dedicated to helping clients flourish and achieve their financial goals. In addition to personal, private, and business banking services, City National Bank also offers wealth management, brokerage, leasing services, and software solutions. We are committed to promoting diversity, equity, and inclusion in the workplace, ensuring a welcoming and inclusive environment for all clients and colleagues. Choose City National Bank for a tailored banking experience that prioritizes your unique needs and goals. Visit us today to schedule an appointment with one of our experienced Relationship Managers.
500 E Esplanade Dr Suite 100, Oxnard, CA 93036, United States -
City National Bank
● ClosedCity National Bank, located at 500 Newport Center Drive in Newport Beach, California, is a trusted financial institution that prioritizes personalized service. Founded in 1954, City National has a strong reputation for integrity and building lasting client relationships. In addition to traditional banking services, City National offers wealth management, brokerage, leasing, and software solutions. As a subsidiary of the Royal Bank of Canada, City National is backed by one of the world's largest banks. At City National Bank, clients can expect a tailored approach to their financial needs. Our experienced Relationship Managers are dedicated to understanding each client's unique circumstances and goals, providing customized solutions that go beyond a one-size-fits-all experience. We are committed to promoting diversity, equity, and inclusion in the workplace, ensuring a welcoming environment for all clients and employees.
500 Newport Center Dr Suite 150, Newport Beach, CA 92660, United States -
City National Bank
● ClosedCity National Bank, located at 3424 West Carson Street in Torrance, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are here to assist you with all your banking needs. Established in 1954, we have a strong legacy of integrity and personalized client relationships. In addition to personal, private, and business banking services, City National Bank also provides wealth management, brokerage, leasing services, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace, and we are proud to be a subsidiary of Royal Bank of Canada.
3424 W Carson St, Torrance, CA 90503, United States -
Legacy Credit Coaching
● ClosedLegacy Credit Coaching, located at 28822 Old Town Front Street, Temecula, California, is a finance institution dedicated to helping individuals understand and improve their credit scores. Through customized dispute letter templates, step-by-step disputing software, and expert coaching guidance, Legacy Credit Coaching simplifies the process of credit repair. Clients can expect real results and a faster improvement in their credit scores, leading to potential savings in the long run. With a higher credit score, individuals can have better financial opportunities, such as lower interest rates and improved loan terms. Legacy Credit Coaching offers personalized plans and professional guidance to help clients achieve their financial goals faster. By working with credit repair specialists, clients can gain valuable insights into their credit situation and navigate the process of improving their credit scores effectively.
28822 Old Town Front St #309, Temecula, CA 92590, United States -
City National Bank
● ClosedCity National Bank, located at 2011 Palomar Airport Road in Carlsbad, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are dedicated to providing personalized solutions to help our clients succeed. From personal and business banking to wealth management and software solutions, City National Bank is committed to helping our clients thrive. As a subsidiary of Royal Bank of Canada, we uphold a legacy of integrity and strong client relationships. Choose City National Bank for a customized banking experience that puts your needs first. Visit us today to learn more about how we can help you achieve your financial goals.
2011 Palomar Airport Rd Suite 100, Carlsbad, CA 92011, United States -
Exel
● OpenExel is a prestigious institution located at 960 Sherman Street in San Diego, California, United States. We pride ourselves on providing top-notch education and training in a variety of fields. Our experienced faculty and staff are dedicated to helping students reach their full potential and achieve their academic and career goals. With a focus on excellence and innovation, Exel is committed to providing a supportive and enriching learning environment for all students. Join us at Exel and unlock your potential for success.
960 Sherman St, San Diego, CA 92110, United States -
City National Bank
● ClosedCity National Bank, located at 2655 Townsgate Road in Westlake Village, California, offers a full suite of personal banking products and services. Our experienced Relationship Managers are ready to assist you in achieving your financial goals. Our private banking office is dedicated to supporting your vision of a rich life, with wealth advisors who will help you design a comprehensive plan to achieve your objectives. From risk management to estate planning, our team is committed to helping you preserve your family's wealth for generations to come. In addition to personal, private, and business banking, City National Bank also offers wealth management, brokerage, leasing services, and software solutions. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, we prioritize integrity and strong client relationships. Choose City National Bank for a personalized experience that goes beyond the competition to help you thrive.
2655 Townsgate Rd, Westlake Village, CA 91361, United States -
City National Bank
● ClosedCity National Bank, located at 21800 West Oxnard Street in Los Angeles, California, is a trusted financial institution with a focus on personalized service. Founded in 1954, City National Bank has a long-standing commitment to helping clients, colleagues, and communities succeed. Offering a range of services including personal, private, and business banking, as well as wealth management and software solutions, City National Bank is dedicated to providing tailored solutions to meet the unique needs of each client. At City National Bank, clients can expect a client-first approach that prioritizes understanding their individual circumstances and financial goals. With a commitment to diversity, equity, and inclusion in the workplace, City National Bank is dedicated to creating a culture that values and respects all individuals. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, clients can trust in City National Bank's stability and expertise.
21800 W Oxnard St Suite 100, Woodland Hills, CA 91367, United States -
City National Bank
● ClosedCity National Bank, located at 1315 Lincoln Boulevard in Santa Monica, California, is a trusted financial institution offering a wide range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all of your financial needs. Since our establishment in 1954, we have been dedicated to helping our clients, colleagues, and communities succeed. Our commitment to integrity and building strong client relationships sets us apart in the industry. In addition to personal, private, and business banking services, City National also offers wealth management, brokerage, leasing services, and software solutions. We pride ourselves on our company culture that promotes diversity, equity, and inclusion in the workplace. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, you can trust City National Bank to provide personalized solutions tailored to your specific financial goals. Choose City National Bank for a personalized banking experience that goes above and beyond to help you thrive.
1315 Lincoln Blvd #110, Santa Monica, CA 90401, United States -
City National Bank
● ClosedCity National Bank, located at 3484 Central Avenue in Riverside, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are ready to assist you with all your banking needs. Since 1954, we have been committed to helping our clients, colleagues, and communities succeed. From personal and business banking to wealth management and software solutions, City National Bank offers tailored services to meet your unique financial goals. As a subsidiary of Royal Bank of Canada, one of the largest banks in the world, you can trust in our integrity and client-focused approach. Choose City National Bank for a personalized banking experience that goes above and beyond the rest. Visit us today to discover the difference.
3484 Central Ave, Riverside, CA 92506, United States -
Buchalter
● OpenBuchalter is a prestigious law firm located at 1230 Pine Street in St. Helena, California, United States. With a team of highly experienced and skilled lawyers, Buchalter offers a wide range of legal services to individuals and businesses in the area. Whether you are in need of legal advice, representation in court, or assistance with contracts and agreements, Buchalter is dedicated to providing top-notch legal services tailored to meet your specific needs. Trust Buchalter for all your legal needs in St. Helena and beyond.
1230 Pine St, St Helena, CA 94574, United States -
NerdyGirl Group Inc
● OpenNerdyGirl Group Inc is a leading accounting and finance institution located at 740 4th Street in Santa Rosa, California, United States. Our team of skilled professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and attention to detail, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, bookkeeping, or financial planning, NerdyGirl Group Inc is here to help. Contact us today to learn more about how we can support your financial needs.
740 4th St # 114, Santa Rosa, CA 95404, United States -
Vivid Commerce
● OpenVivid Commerce, located at 1 Harbor Drive in Sausalito, California, is a finance institution that offers elegant and reliable solutions for accepting payments. Their powerful, cloud-based technology is built for businesses of all sizes, providing lightning-fast working capital to help them thrive. They offer POS hardware and peripherals, analytics for informed decision-making, and inventory controls for retail management. Vivid Commerce also empowers banks and credit unions to monetize their merchant services, and provides solutions for easily collecting payments from clients. They specialize in helping high-risk businesses get compliant payment solutions, as well as offering software and payments designed specifically for smoke, vape, and CBD shops.
1 Harbor Dr, Sausalito, CA 94965, United States -
Fincent Inc.
● ClosedLocated in Sunnyvale, California, Fincent Inc. is a leading institution offering accounting and finance services. With a unique combination of beautiful software, human bookkeepers, and exceptional customer support, Fincent is more than just a service - they are a strategic partner in your growth story. Trusted by businesses big and small, Fincent provides up-to-date, balanced, and verified books by the 15th of every month, along with Catch-Up Bookkeeping for books that haven't been updated in ages. Whether you need tax filing for your S-Corp, LLC, or any other business entity, Fincent has you covered. Their professional team prepares, reviews, and verifies your forms before you sign them, saving you time and money. Clients rave about the ease of use, supportiveness, and responsiveness of Fincent. With features like built-in search engine, insightful financial reports, and seamless integration with your favorite tools, Fincent offers everything you need to manage your finances efficiently. From handling IRS notices to understanding tax debt relief options, Fincent provides expert insights to help you navigate the complexities of financial management. Whether you're a small business owner, self-employed individual, or looking to grow your business smarter, Fincent is the perfect solution staring you in the face. Book a product tour or watch a pre-recorded walkthrough video to see how Fincent can transform your financial management today.
1190 Miraloma Way, Sunnyvale, CA 94085, United States -
Mobile Identity Services LLC
● ClosedMobile Identity Services LLC is a cutting-edge institution located at 333 Sunset Avenue in Suisun City, California. We specialize in providing mobile identity solutions to individuals and businesses, offering secure and convenient ways to verify identities and protect sensitive information. Our team of experts is dedicated to delivering top-notch services that meet the highest standards of security and reliability. Whether you need identity verification for personal use or business purposes, Mobile Identity Services LLC is here to help. Visit us today to learn more about our innovative solutions.
333 Sunset Ave # 140-C, Suisun City, CA 94585, United States -
UBEO of San Luis Obispo
● ClosedUBEO of San Luis Obispo, located at 4420 Broad Street in California, offers tailored solutions for organizations to address user challenges and document expenses. The store specializes in optimizing digital document management, assessing technology processes, providing wide format equipment and technical printing solutions, and protecting critical data. Led by Clint Philips, Executive VP of the South Region, the SLO Branch is dedicated to meeting the needs of businesses in San Luis Obispo and Monterey counties. With a team experienced in both hardware and software solutions, UBEO is committed to providing maximum protection and efficiency for all technology needs.
4420 Broad St, San Luis Obispo, CA 93401, United States -
THE CREDIT CARD GUY merchant services
● ClosedTHE CREDIT CARD GUY merchant services is a financial institution located at 222 North Pacific Coast Highway in El Segundo, California, United States. Specializing in ATM services and finance, we offer a range of benefits for businesses in various industries. When you sign up with us, you can enjoy Zero Monthly Processing with a FREE EMV Terminal, Point of Sale, and Business Funding offers. Our Salon and Beauty Software provides features such as booking capabilities, reminders, commission tracking, and product purchases to enhance your business operations. For automotive businesses, our platform offers Paylinks, Recurring Billing, a Mobile App, Electronic Invoicing, Free Terminal Placement, and more.
222 N Pacific Coast Hwy #2000, El Segundo, CA 90245, United States -
SLD SOLUTIONS INC.
● ClosedSLD Solutions Inc. is a reputable accounting, finance, and insurance agency located at 155 North Riverview Drive in Anaheim, California. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their financial needs. Whether you need assistance with tax preparation, financial planning, or insurance coverage, our skilled team is dedicated to providing top-notch solutions tailored to your specific needs. Trust SLD Solutions Inc. to help you navigate the complexities of the financial world and secure your financial future.
155 N Riverview Dr, Anaheim, CA 92808, United States -
Excellent Solutions
● ClosedExcellent Solutions is a leading finance institution located at 14728 Pipeline Avenue in Chino Hills, California. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Excellent Solutions is here to provide you with personalized solutions tailored to your individual needs. Visit us today and let us help you secure a brighter financial future.
14728 Pipeline Ave suite a, Chino Hills, CA 91709, United States -
Pridmore & Company Inc.
● ClosedPridmore & Company Inc. is a local government office located at 1485 Main Street in St. Helena, California. Our institution is dedicated to serving the community by providing essential services and resources to residents and businesses in the area. Our team of knowledgeable professionals works tirelessly to ensure the smooth operation of government functions and to address the needs of our constituents. Visit us today to learn more about how we can assist you with your inquiries and concerns.
1485 Main St #205, St Helena, CA 94574, United States -
EVERYBOND Surety & Insurance Solutions
● ClosedEVERYBOND Surety & Insurance Solutions is an insurance agency located at 611 Wilshire Boulevard in Los Angeles, California, United States. Specializing in surety bond solutions for commercial bonds, contract bonds, court bonds, and fidelity bonds, we have the experience to make a difference in your insurance needs. Our commitment to saving you money sets us apart, as we offer fast and friendly service at the lowest costs available in the industry. Financial literacy is a crucial aspect of sound financial management, especially for small business owners. As we celebrate Financial Literacy Month in April, we aim to educate our customers on the fundamentals of financial literacy that can lead to success. Budgeting basics and effective time management techniques are just a few of the topics we cover.
611 Wilshire Blvd #900, Los Angeles, CA 90017, United States -
1 For The Books
● Closed1 For The Books is an accounting and finance institution located at 822 G Street, Arcata, California, United States. Our team at Crystal Clear Financial Co. is dedicated to helping business owners achieve sustainable growth by providing innovative tools and expertise in navigating the ever-evolving landscape of business finance. We specialize in creating simple business systems to manage and analyze financial information, using software applications, technology, and processes to streamline finances. Whether you need part-time or full-time support, we can design a plan that works for you.
822 G St #6, Arcata, CA 95521, United States -
Theresa O'Connor, CPA
● ClosedTheresa O'Connor, CPA is a reputable accounting and finance institution located at 720 Southpoint Boulevard in Petaluma, California. With years of experience and expertise in the field, Theresa O'Connor and her team offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Clients can expect personalized attention and top-notch professionalism when working with this trusted institution. Whether you are an individual or a business owner, Theresa O'Connor, CPA is dedicated to helping you achieve your financial goals.
720 Southpoint Blvd #208, Petaluma, CA 94954, United States -
Tech Associates Inc
● OpenTech Associates Inc is a renowned finance institution located at 650 California Street in the heart of San Francisco, California. With a reputation for excellence in the financial industry, Tech Associates Inc offers a wide range of services to meet the needs of individuals and businesses alike. From investment planning to wealth management, our team of experienced professionals is dedicated to providing top-notch financial solutions tailored to each client's unique goals and objectives. Visit us today to learn more about how Tech Associates Inc can help you achieve financial success.
650 California St 7th floor, San Francisco, CA 94108, United States -
Wright Williams & Kelly, Inc.
● ClosedWright Williams & Kelly, Inc. is a leading provider of cost and productivity management software and consulting services. Located at 6200 Stoneridge Mall Road in Pleasanton, California, their team of experts helps businesses optimize their manufacturing processes and reduce operational costs. With a focus on improving efficiency and profitability, Wright Williams & Kelly, Inc. is dedicated to helping companies achieve their goals and stay competitive in today's market.
6200 Stoneridge Mall Rd 3rd floor, Pleasanton, CA 94588, United States -
tento
● ClosedTento is a finance institution located at 1660 Hotel Circle North, San Diego, California, United States. At Tento, we handle the lending so you can focus on building your credit. Our platform allows businesses to access capital that rewards them, making it easier to grow and operate. From working capital to equipment financing, we offer a range of financial products to support your business needs. With credit and analytics tools, Tento helps you make informed decisions to achieve your business goals. By paying on time, you can earn access to even better financing options. Our user-friendly software makes managing your finances a breeze, so you can focus on building a healthy, thriving business.
1660 Hotel Cir N #215, San Diego, CA 92108, United States -
Walpole & Co., LLP Information Technology Solutions
● ClosedWalpole & Co., LLP Information Technology Solutions is a cutting-edge firm specializing in providing innovative and efficient IT solutions for accounting and finance professionals. Located at 70 Santa Felicia Drive in Goleta, California, United States, our team of experts is dedicated to helping businesses streamline their operations, increase productivity, and maximize profitability. With a focus on security and data integrity, we offer a range of services including software development, network management, and cloud computing solutions. Trust Walpole & Co., LLP Information Technology Solutions to take your business to the next level.
70 Santa Felicia Dr, Goleta, CA 93117, United States -
A Business Accounting Solution, Inc.
● ClosedA Business Accounting Solution, Inc. is a trusted accounting and finance institution located at 14215 La Cascada Court in Bakersfield, California. Our team of expert accountants and financial advisors provide comprehensive solutions for businesses of all sizes. Whether you need help with bookkeeping, tax preparation, payroll services, or financial planning, we are here to assist you every step of the way. With our dedication to accuracy and attention to detail, you can trust us to handle all of your accounting needs with professionalism and efficiency. Contact us today to learn more about how we can help your business thrive financially.
14215 La Cascada Ct, Bakersfield, CA 93314, United States -
Accurate Business Systems
● ClosedAccurate Business Systems is a reputable institution located at 80 N Wood Road in Camarillo, California. Specializing in accounting and finance services, our team of experts is dedicated to providing accurate and reliable financial solutions for individuals and businesses alike. With a strong commitment to excellence and customer satisfaction, Accurate Business Systems is your trusted partner for all your financial needs. Contact us today to learn more about our services and how we can help you achieve your financial goals.
Third Floor Suites, 80 N Wood Rd Suite 304B, Camarillo, CA 93010, United States -
Cloud-CPA / CloudPersonnel
● ClosedCloud-CPA / CloudPersonnel is a cutting-edge institution located at 14831 Whittier Boulevard in Whittier, California, United States. Specializing in accounting and finance, this institution offers innovative cloud-based solutions for businesses and individuals looking to streamline their financial processes. With a team of experienced professionals, Cloud-CPA / CloudPersonnel provides personalized services tailored to meet the unique needs of each client. Whether you are looking for accounting services or assistance with personnel management, this institution is dedicated to helping you achieve your financial goals efficiently and effectively.
14831 Whittier Blvd # 202, Whittier, CA 90605, United States
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