Financial management software in California
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ArborCPA
● ClosedArborCPA is a professional accounting and finance institution located at 17870 Castleton Street in the City of Industry, California, United States. If you are starting a new business, ArborCPA offers a comprehensive checklist to guide you through the process step by step. They also provide tools such as Business Income and Expense Reports, Rental Business Reports, Fixed Asset Tracking Lists, and Sales Tax Reports to help you manage your finances efficiently. Additionally, ArborCPA offers Intuit Quickbook Tutorials for those looking to learn more about this popular accounting software. Trust ArborCPA to provide expert financial guidance for your business needs.
17870 Castleton St #230, City of Industry, CA 91748, United States -
Lyndon Group
● ClosedLocated at 220 Newport Center Drive in Newport Beach, California, Lyndon Group is a professional services firm specializing in accounting and finance. Established in 2000, we offer expert assistance to organizations of all sizes and industries in managing their expense, travel, and payment programs. Our team is dedicated to building strong relationships with our clients, understanding that each business is unique and requires a customized approach. From software implementations to complex processes, we are here to help you achieve success in your projects. Whether you are new to expansion or already on the path, we provide support at every stage of your journey. Contact us at 220 Newport Center Dr. #11-529, Newport Beach, CA 92660 to learn more about how Lyndon Group can benefit your organization.
220 Newport Center Dr #11-529, Newport Beach, CA 92660, United States -
Kamyar Consulting
● OpenKamyar Consulting, located in Irvine, California, is a trusted institution with over 30 years of experience in providing specialized information technology consulting services. Our focus areas include Financial Services, State Government, Entertainment, and Health Care industries, with a proven track record of serving leading companies in these sectors. Our team of experts is skilled in Open Source, Bluemix PaaS, ERP packages, Network Architecture, Java, and various Operating Systems and databases. Whether you need assistance with technical architecture, application development, project management, migration to the Cloud, CIO/CTO Services, or performance optimization, we are here to help.
4790 Irvine Blvd Suite 105-213, Irvine, CA 92620, United States -
Catalyst Quickbooks
● OpenCatalyst Quickbooks is a leading accounting and finance institution located at 32545 Golden Lantern in Dana Point, California, United States. Specializing in Quickbooks software, they offer expert financial services to businesses and individuals looking to streamline their accounting processes. With a team of experienced professionals, Catalyst Quickbooks is dedicated to helping clients achieve financial success and efficiency. Contact them today to learn more about their services and how they can help you manage your finances effectively.
32545 Golden Lantern, Dana Point, CA 92629, United States -
Wealth Alliance, LLC
● ClosedWealth Alliance, LLC is a finance institution located at 12526 High Bluff Drive in San Diego, California, United States. We specialize in providing personalized investment guidance tailored to each client's unique goals. Our team of qualified professionals offers friendly and personal assistance with all financial affairs. Headquartered near Del Mar, California, Wealth Alliance offers fee and commission-based wealth management and planning services customized to meet your needs. As a Registered Investment Advisor (RIA) and through Independent Financial Group's Broker Dealer, we strive to help our clients shift their thinking from managing money to living their best lives. Our team utilizes proprietary financial planning software to provide superior service and expertise. Contact us today to speak with one of our financial advisers and learn more about how we can help you achieve your financial goals.
12526 High Bluff Dr UNIT 300, San Diego, CA 92130, United States -
Quantax, Inc.
● ClosedQuantax, Inc. is a renowned accounting and finance institution located at 100 East San Marcos Boulevard in San Marcos, California, United States. With a team of experienced professionals, Quantax, Inc. offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual looking for personal financial advice or a business in need of comprehensive accounting solutions, Quantax, Inc. is dedicated to providing top-notch services tailored to meet your specific needs. Trust Quantax, Inc. to help you navigate the complex world of finance with expertise and precision.
100 E San Marcos Blvd, San Marcos, CA 92069, United States -
Alan M Brown, CPA
● ClosedAlan M Brown, CPA is a reputable accounting and finance institution located at 1261 Sunset Drive in Vista, California, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and audit services. Their team of certified public accountants is dedicated to providing high-quality and personalized financial solutions to individuals and businesses alike. Whether you are looking for assistance with your taxes or need help with financial planning, Alan M Brown, CPA is the trusted partner you can rely on for all your accounting needs.
1261 Sunset Dr, Vista, CA 92081, United States -
Accounting Combat
● ClosedAccounting Combat is a leading institution located at 580 Sandy Lane in San Marcos, California, United States. Specializing in accounting and finance, our institution offers a wide range of courses and programs designed to equip students with the skills and knowledge needed to excel in the competitive world of finance. Our experienced faculty and state-of-the-art facilities ensure that students receive a high-quality education that prepares them for successful careers in the accounting and finance industries. Join us at Accounting Combat and start your journey towards a rewarding and lucrative career in finance.
580 Sandy Ln, San Marcos, CA 92078, United States -
Broadridge Advisor Solutions
● OpenBroadridge Advisor Solutions is a leading provider of technology-driven solutions for financial advisors, located at 15050 Avenue of Science in San Diego, California, United States. With a focus on empowering advisors to deliver exceptional service to their clients, Broadridge Advisor Solutions offers a comprehensive suite of tools and resources to help advisors streamline their operations, enhance client relationships, and grow their businesses. From advanced portfolio management and reporting software to customizable marketing materials and educational resources, Broadridge Advisor Solutions is dedicated to helping advisors succeed in today's competitive marketplace.
15050 Avenue of Science UNIT 200, San Diego, CA 92128, United States -
Hernandez Madahar Associates, Inc
● ClosedHernandez Madahar Associates, Inc. is a reputable finance institution located at 310 South Twin Oaks Valley Road in San Marcos, California. As a full-service CPA firm in San Diego, they specialize in providing tax, bookkeeping, and consulting solutions to individuals and businesses. With a focus on professional and personal attention, they offer customized accounting and tax services to meet the unique needs of each client. Whether you are a new startup or an established corporation, Hernandez Madahar Associates, Inc. can assist with business planning, set-up, and maintenance support. They utilize high-tech solutions and efficient accounting and tax software systems to ensure accurate and timely financial management.
310 S Twin Oaks Valley Rd ste 107-351, San Marcos, CA 92078, United States -
Wealth Alliance Tax & Investment Services
● ClosedWealth Alliance Tax & Investment Services is a financial institution located at 1870 Cordell Court in El Cajon, California, United States. Specializing in accounting and finance, we offer personalized investment guidance tailored to each client's unique goals. Our team of qualified professionals provides friendly and personal assistance with all areas of financial affairs. Headquartered near Del Mar, California, Wealth Alliance offers fee and commission-based wealth management and planning services, operating as both a Registered Investment Advisor and through Independent Financial Group’s Broker Dealer. Clients benefit from our proprietary financial planning software and superior service. Our founder, Kevin, graduated magna cum laude with a Bachelor of Arts in Accounting from the University of San Diego. Michael, another team member, assists with investment modeling and analysis. If you would like to speak with one of our financial advisers or check our background on FINRA’s Broker Check, please contact us. Wealth Alliance, LLC is a CA Registered Investment Advisor, offering advisory services, while securities are offered through Independent Financial Group, LLC (IFG). We are licensed to sell securities and offer advisory services in several states. Member FINRA/SIPC.
1870 Cordell Ct #106, El Cajon, CA 92020, United States -
Accountico, Inc
● ClosedAccountico, Inc is a trusted accounting and finance institution located at 33476 Alvarado-Niles Road in Union City, California, United States. We treat each client’s business as if it were our own, ensuring their satisfaction is our top priority. Our team at Accountico Inc specializes in a range of services, including accounting, bookkeeping, tax services, payroll, business registration, and financial advising. With our expertise in multiple disciplines, we bring innovative solutions to help your company thrive and succeed in the long term. Whether you need assistance with funding for a new development initiative or guidance on business shareholdings, our experienced accountants and financial advisers are here to support you every step of the way.
33476 Alvarado-Niles Rd Ste A007, Union City, CA 94587, United States -
Value Added Accounting Solutions
● ClosedValue Added Accounting Solutions is a leading accounting and finance institution located at 4384 Clearwood Road in Moorpark, California, United States. We specialize in providing comprehensive financial services to individuals and businesses, helping them achieve their financial goals and maximize their profits. Our team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring efficient and accurate financial management. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, Value Added Accounting Solutions is here to help. Contact us today to learn more about how we can add value to your financial success.
4384 Clearwood Rd, Moorpark, CA 93021, United States -
BooXkeeping
● ClosedBooXkeeping, located at 11835 Carmel Mountain Road in San Diego, California, is a leading provider of outsourced bookkeeping services for businesses of all sizes. Our team of cool bean counters is dedicated to redefining the bookkeeping industry by offering top-notch services at affordable prices. We have earned the 2022 Best of Accounting award for our remarkable service to clients. With BooXkeeping, you can enjoy all the benefits of a fully staffed in-house bookkeeping team without the headaches of managing the staff. Our bookkeepers handle all bookkeeping tasks, from tracking expenses to preparing financial statements, allowing you to focus on your business's goals.
11835 Carmel Mountain Rd, San Diego, CA 92128, United States -
Driven Advantage Bookkeeping
● ClosedDriven Advantage Bookkeeping is a trusted institution located at 4061 East Castro Valley Boulevard in Castro Valley, California, United States. Specializing in accounting and finance, we offer professional bookkeeping services to help small business owners, solopreneurs, independent contractors, and freelancers grow their businesses and simplify their lives. With a focus on using Cloud Accounting Software such as QuickBooks Online and FreshBooks, we are dedicated to improving your financial organization and increasing your revenues through efficient bookkeeping practices. Our founder has a passion for bookkeeping that began in her father's body shop, where she first learned the importance of financial management. With over 20 years of experience as an independent contractor in the Child Passenger Safety field, she brings a unique perspective and skill set to provide excellent virtual bookkeeping services to businesses in various industries. Certified as a QuickBooks Online ProAdvisor and FreshBooks Accounting Partner, she is committed to helping you save time, reduce costs, and alleviate stress by offering professional guidance and organization for your finances.
4061 E Castro Valley Blvd Suite 41, Castro Valley, CA 94552, United States -
Altruist
● ClosedAltruist is a finance institution located at 3030 South La Cienega Boulevard, Culver City, California, United States. They offer digital account opening and funding, native billing and reporting, fractional shares, and an intuitive interface. With stellar customer service and software for account opening, trading, reporting, and billing all in one streamlined solution, Altruist aims to simplify your tech stack and deliver a seamless client experience. Their live chat feature ensures fast answers to your questions, and the first 100 accounts are free. Over 3,000 advisors trust Altruist to help them grow their business by providing lightning-fast onboarding and access to investment management information. Testimonials from current clients or investors praise Altruist's services, and they offer a free trial for their Portfolio Accounting Software. Altruist Corp offers technology and tools to help financial advisors achieve better outcomes, with advisory services provided by Altruist LLC and brokerage services provided by Altruist Financial LLC. Commission-free trading is available, but all investing involves risk. Check out Altruist for a seamless transition to a custodian built for RIAs.
3030 S La Cienega Blvd, Culver City, CA 90232, United States -
Wolters Kluwer
● OpenWolters Kluwer is a global institution located at 555 Capitol Mall in Sacramento, California, United States, specializing in finance. We provide professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and various sectors including tax, finance, audit, risk, compliance, and regulation. Our institution offers trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes in healthcare. We also provide specialized tools and expert guidance to help companies meet regulatory requirements, support sustainability efforts, and manage ESG risks efficiently.
555 Capitol Mall, Sacramento, CA 95814, United States -
Jemstep
● OpenJemstep is a finance institution located at 5150 El Camino Real in Los Altos, California, United States. They specialize in providing personalized investment advice and portfolio management services to help individuals reach their financial goals. With a team of experienced financial advisors and cutting-edge technology, Jemstep offers tailored solutions to help clients navigate the complexities of investing and grow their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Jemstep can help you make informed decisions and optimize your financial future.
5150 El Camino Real, Los Altos, CA 94022, United States -
Uptrex
● ClosedUptrex is a prestigious institution located at 4633 Old Ironsides Drive in Santa Clara, California, United States. Known for its commitment to academic excellence and innovative learning methods, Uptrex offers a wide range of programs and courses to help students achieve their educational and career goals. With state-of-the-art facilities and experienced faculty members, Uptrex provides a supportive and enriching environment for students to thrive and succeed. Whether you are looking to enhance your skills, further your education, or pursue a new career path, Uptrex is the perfect place to start your journey towards success.
4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054, United States -
Professional IT Solutions
● ClosedProfessional IT Solutions is a full-service outsourced IT and cybersecurity provider located at 1158 Shannon Lane in Arroyo Grande, California. Specializing in serving medical, CPAs, and legal providers on the Central Coast, our team of experienced professionals is dedicated to delivering quick responses to service requests within 20 minutes. With over 25 years of experience in various technologies and industries, we pride ourselves on providing clear, jargon-free explanations of IT issues in plain English. Our business-savvy approach allows us to understand the unique needs of the medical and financial industries, enabling us to design and implement technology solutions that align with your company's goals. As a one-stop shop for all your IT infrastructure needs, we offer hardware and software management, internet services, phone systems, website management, and more.
1158 Shannon Ln, Arroyo Grande, CA 93420, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 440 K Street in Arcata, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses in the area. Whether you need help filing your taxes or managing your finances, H&R Block is here to assist you every step of the way. With a commitment to excellence and customer satisfaction, we strive to make your financial goals a reality. Visit us today to see how we can help you achieve financial success.
440 K St, Arcata, CA 95521, United States -
Legaspi Tax
● OpenLegaspi Tax is a reputable accounting and finance institution located at 1139 San Carlos Avenue in San Carlos, California, United States. With a team of experienced professionals, Legaspi Tax offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Clients can trust Legaspi Tax to provide expert advice and assistance in navigating the complexities of tax laws and financial management. Contact Legaspi Tax today to ensure your financial success.
1139 San Carlos Ave, San Carlos, CA 94070, United States -
All About Taxes
● ClosedAll About Taxes is a leading accounting and finance institution located at 1961 Alamo Drive in Vacaville, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses. Whether you need help with filing your taxes, managing your finances, or planning for the future, All About Taxes is here to assist you every step of the way. Trust us to handle all of your accounting and finance needs with precision and expertise.
1961 Alamo Dr A, Vacaville, CA 95687, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 461 Skymaster Drive in Fairfield, California, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to navigate the complexities of tax laws and financial management. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and make informed decisions. Visit H&R Block at their Fairfield location for personalized assistance with all your accounting and finance needs.
461 Skymaster Dr, Travis AFB, CA 94535, United States -
Anthony Santos, CPA
● ClosedAnthony Santos, CPA is a financial institution located in Dublin, California, United States. Specializing in accounting and finance, our goal is to help individuals, small businesses, and community entities achieve fair and just prosperity both physically and financially. We provide proactive and innovative financial and tax services on an ongoing basis throughout the year. By planning ahead and considering various aspects of life, we aim to help our clients achieve the best outcomes when it comes to taxes, income, and deductions.
7080 Donlon Way #211, Dublin, CA 94568, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 2232 Alum Rock Avenue in San Jose, California, United States. With a reputation for providing expert tax preparation and financial services, H&R Block offers a range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax filing, financial planning, or other accounting needs, the professionals at H&R Block are here to assist you. Trust in their expertise and experience to help you navigate the complexities of the financial world.
2232 Alum Rock Ave Ste 2, San Jose, CA 95116, United States -
H&R Block
● ClosedH&R Block in Brentwood, California is a trusted institution specializing in accounting and finance services. Located at 6660 Lone Tree Way, this branch offers a wide range of services including tax preparation, financial planning, and investment advice. With a team of experienced professionals, H&R Block is dedicated to helping individuals and businesses manage their finances effectively. Whether you need help with filing taxes or creating a financial strategy, H&R Block is here to provide expert guidance and support.
6660 Lone Tree Wy Unit 3, Brentwood, CA 94513, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 2120 Pacific Coast Highway in Lomita, California. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a go-to destination for individuals and businesses looking to manage their finances effectively. Their experienced team of professionals are dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax filing, financial planning, or bookkeeping, H&R Block is committed to providing top-notch service and personalized solutions to meet your needs.
2120 Pacific Coast Hwy, Lomita, CA 90717, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 28901 South Western Avenue in Rancho Palos Verdes, California. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive financial guidance, H&R Block is dedicated to providing expert advice and solutions tailored to your specific needs. Visit us today to experience the difference that H&R Block can make in managing your finances effectively.
28901 S Western Ave Ste 125, Rancho Palos Verdes, CA 90275, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 4433 Redondo Beach Boulevard in Lawndale, California, United States. With a strong reputation for providing expert tax preparation services, financial advice, and wealth management solutions, H&R Block is a trusted partner for individuals and businesses alike. Whether you need help with filing your taxes, managing your investments, or planning for your financial future, the experienced professionals at H&R Block are dedicated to helping you achieve your financial goals.
4433 Redondo Beach Blvd, Lawndale, CA 90260, United States
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