The 30 Best Leverage accounting services in California
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Wine Leverage
Wine Leverage is a premier food and liquor store located at 2160 Jefferson Street in Napa, California. With a vast selection of top-quality wines from around the world, Wine Leverage is your go-to destination for all things wine-related. Whether you're a wine connoisseur looking for a rare vintage or a casual enthusiast in search of a great value, our knowledgeable staff is here to help you find the perfect bottle. Come visit us and discover the leverage of great wine at Wine Leverage.
Activate Marketing Services, LLC
Activate Marketing Services, LLC is a leading institution located at 100 Montgomery Street in San Francisco, California, United States. Specializing in delivering better-converting demand generation to B2B tech marketers, Activate stands out for its focus and expertise in engaging buyers in the tech industry. With years of experience and a deep understanding of B2B tech buyers' needs and pain points, Activate provides unique insights and strategies to help clients build pipelines that lead to sales. In today's fast-paced world of B2B marketing, staying ahead of the competition is crucial. High-performing B2B marketing teams are leveraging the latest trends and innovative strategies to surge ahead in the tech marketing race. Activate helps clients stay current with cutting-edge AI technologies that promise to scale target account identification, mine actionable insights, and accelerate revenue growth.
Ledgent Finance & Accounting
Ledgent Finance & Accounting is a leading institution located at 3200 East Guasti Road in Ontario, California, United States. We specialize in connecting accounting and finance job seekers and companies across the U.S., offering temporary, temporary-to-hire, direct hire, and executive search services. Our on-premise, VMS, and MSP staffing solutions cater to both remote and on-site needs. At Ledgent, we believe in integrating touch with technology® to provide personalized recruitment services. Our dedicated recruiters leverage our industry connections and proprietary tools to match the right candidate with the right position. We understand that every client and candidate is unique, which is why we tailor our approach to create remarkable experiences every time.
Synergy Restaurant Accounting
Synergy Restaurant Accounting, located at 13525 Midland Road, Poway, California, provides unparalleled accounting and operational services to restaurants across the United States. Specializing in customized solutions tailored to the specific needs of each restaurant, our team of R365 Certified Experts utilizes Restaurant365 (R365) to help restaurants prosper. Our experienced advisors offer individualized services to alleviate financial uncertainty and stress, with a focus on operational efficiency to save money and increase profitability. By taking the time to understand each restaurant's unique needs and pain points, we help leverage tools like R365 to obtain the necessary data for success.
McGrath Bookkeeping and Accounting Services
McGrath Bookkeeping and Accounting Services, located at 735 State Street in Santa Barbara, California, is your dedicated financial ally. Founded by Maria McGrath in 2024, our team offers a range of services tailored to meet your unique business needs. With a background in accounting and finance, Maria brings a wealth of experience to help businesses thrive. At McGrath Accounting, we go beyond basic bookkeeping to provide you with the financial insights you need to make informed decisions. Whether you need clean-up, catch-up, monthly online bookkeeping, accounting, reporting, or CFO services, we have you covered. Our team is US-based and works remotely with clients across the country, leveraging the latest technology to work efficiently and save you money.
Leverage Tax Squad
Leverage Tax Squad is a leading accounting and finance institution located at 777 West 19th Street in Costa Mesa, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial solutions to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Leverage Tax Squad to help you maximize your financial potential and achieve your goals.
All About Business Services
All About Business Services (AABS) is a remote-only bookkeeping firm located at 950 South Bascom Avenue in San Jose, California. Specializing in accounting and finance, our team of highly skilled professionals is dedicated to helping small businesses thrive. We offer monthly bookkeeping in QuickBooks, project work, and 3rd party application integration all in the cloud. Our team leaders are advanced QuickBooks Online experts who leverage technology to make your business run more effectively. At AABS, we believe in setting up an accounting ecosystem that synchronizes with 3rd party systems to meet your unique business needs. We are constantly learning and staying up-to-date on new technology and changes in the industry to provide the best service possible. Our goal is to help you transform your books from a snapshot of the past to a tool for projecting the future.
Team One Accounting
Team One Accounting is a trusted accounting and finance institution located at 2973 South Harbor Boulevard, Costa Mesa, California. With over 25 years of experience, we specialize in full charge bookkeeping and business support services for both profit and non-profit organizations. Our team of QuickBooks ProAdvisors are experts in QuickBooks Online, offering guidance on leveraging the software for optimal results. Let us take the hassle out of accounting so you can focus on growing your business and achieving your goals. Call us today at (949) 355-4521 to get started. Visit our website for informative articles and blog posts on bookkeeping and business finance. Experience the Team One difference and let us help you succeed in your business endeavors.
BOH Services | Restaurant Accounting, Bookkeeping, Payroll, Human Resources, Consulting
About BOH Services Welcome to BOH Services, your trusted partner in restaurant accounting and financial management, located at 1000 Business Center Circle, Thousand Oaks, California. Specializing exclusively in the hospitality industry, we provide comprehensive bookkeeping, payroll, human resources, and consulting services tailored to the unique needs of independent restaurants. Our mission is to deliver two invaluable resources to restaurant owners: Time and Information.
Cloud Based Accountant
Welcome to Cloud Based Accountant, your trusted partner in accounting and finance located in the heart of Culver City, California. Situated at 12061 A Jefferson Boulevard, our firm is dedicated to providing innovative, cloud-based accounting solutions tailored to meet the unique needs of businesses and individuals alike. At Cloud Based Accountant, we leverage cutting-edge technology to deliver seamless, efficient, and accurate financial services. Our team of experienced professionals is committed to helping you navigate the complexities of modern finance with ease and confidence. Whether you're a small business owner seeking streamlined bookkeeping services or an individual in need of comprehensive tax planning, we offer personalized solutions designed to optimize your financial health.
Applied Accountancy
Welcome to Applied Accountancy Located at 879 West 190th Street, Gardena, California, Applied Accountancy is your trusted provider for comprehensive accounting and financial services. Specializing in tax, advisory, and business management solutions, we are dedicated to exceeding expectations and driving client success.
Special Services
Welcome to Special Services, your trusted partner in accounting and finance, conveniently located at 7003 Rosecrans Avenue, Paramount, California. At Special Services, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to delivering exceptional service with precision and integrity. Whether you are a small business owner seeking comprehensive bookkeeping services, an individual in need of tax planning and preparation, or a corporation looking for strategic financial consulting, Special Services is here to help you navigate the complexities of the financial world. We pride ourselves on our attention to detail and our ability to simplify the financial process, allowing you to focus on what matters most—growing your business and achieving your financial goals.
Accountant Partners Small Business Accountant - Long Beach Location
Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Maximus Inc
Located at 316 West 2nd Street in Los Angeles, California, Maximus Inc is a store that specializes in modernizing government services to better serve the needs of citizens. They leverage tax credits to recruit and retain qualified workers, advance value-based solutions and services, and provide conflict-free health screenings and evaluations. Maximus resolves benefit disputes with a nonjudicial approach, making services easier to access while ensuring program integrity. Recognized by industry and media for their impactful work, Maximus provides transformative technology services, digitally enabled customer experiences, and clinical health services that change lives. Their goal is to make it easier for people to access public services more efficiently and equitably.
Maximus Ca Healthy Family
Maximus Ca Healthy Family is a health insurance agency located at 625 Coolidge Drive in Folsom, California, United States. Our institution focuses on modernizing government services to better serve the needs of citizens. We leverage tax credits, recruit qualified workers, and provide conflict-free health screenings and evaluations. Our goal is to resolve benefit disputes with a nonjudicial approach and make services easier to access while ensuring program integrity. Recognized by industry and media for making an impact, we provide transformative technology services, digitally enabled customer experiences, and clinical health services that change lives. Our employees are integrators, collaborators, and problem solvers who drive change and create impact in federal, state, and local government services.
Rush Order
Rush Order is a leading institution located at 6600 Silacci Way in Gilroy, California, United States. We specialize in order fulfillment and customer experience for the world's fastest growing brands. With a remarkable 99.99% shipment accuracy rate, we ensure that your customers receive the correct products every time. DTC/B2C/Ecommerce orders placed by 12pm local time are shipped same-day worldwide. Our dedicated account management team works with you to schedule cycle counts and year-end counts to ensure inventory accuracy. Inbound inventory is processed and made available for outbound fulfillment within one business day. Returns are handled promptly within 3 business days of receipt.
Signature Analytics
Signature Analytics is a leading accounting and finance institution located at 4275 Executive Square in San Diego, California, United States. Their mission is to provide accurate, relevant, and timely financial reports and strategic advice to help businesses make informed decisions. With a team of experienced experts, Signature Analytics offers CFO and business advisory solutions to support companies in achieving their goals. They conduct a comprehensive assessment to create a customized roadmap for improving accounting processes and ensuring accurate reporting. By leveraging good people, processes, and technology, they manage day-to-day accounting tasks and provide forward-facing financial expertise for business modeling and analysis. Clients praise Signature Analytics for their strategic approach, impressive assessments, and essential accounting expertise. Contact them at 4275 Executive Square Suite 200 #1006 in San Diego to learn more about their services.
Farmers Insurance - Roy Palacios
Farmers Insurance - Roy Palacios is an insurance agency located at 26081 Merit Circle, Laguna Hills, California, United States. With over 30 years of experience, Roy Palacios helps customers in Laguna Hills identify the best ways to leverage their insurance dollar. Services offered include auto, home, renters, life insurance, business insurance, and more. Roy Palacios is dedicated to providing personalized and straightforward insurance options to make customers smarter about their coverage. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Roy Palacios can help you navigate the complexities of insurance. Additionally, Farmers Insurance has been providing insurance products for over 80 years, ensuring that your most valuable possessions are protected in the event of a disaster. From home insurance to renters insurance, Farmers Insurance offers competitive rates and multi-line discounts. Roy Palacios can also assist with creating a financial plan to secure a stable future. For added protection, a Personal Umbrella insurance policy is available to provide coverage beyond the liability limits of your auto or home insurance policies. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers offer a range of insurance options to meet your needs. Contact Roy Palacios today for a personalized insurance quote and financial consultation.
Pinion
Pinion is an accounting and finance institution located at 833 West Hawkeye Avenue in Turlock, California, United States. Our focus is on helping businesses grow profits, seize opportunities, build relationships, survive market volatility, manage margins, and create a lasting legacy. We leverage the power of peer groups for manufacturers and offer services to preserve assets, alleviate taxes, and build legacies that live on. Since 1932, we have been achieving growth and sustainability for our clients. Ryan Vestal has earned the Certified Construction Industry Financial Professional designation, and we are proud members of the Global Food and Ag Consulting Network. KCoe Isom, LLP and Pinion, LLC practice as an alternative practice structure in accordance with professional standards. KCoe Isom LLP provides attest services, while Pinion, LLC and its subsidiaries offer tax and business consulting services.
Five Cities CPAs, Inc.
Five Cities CPAs, Inc. is a leading accounting and finance institution located at 227 South Halcyon Road in Arroyo Grande, California, United States. Our team of experienced professionals is dedicated to helping you navigate the complexities of running a business and guiding you towards a healthy financial future. We offer a range of online apps to make conducting business with us easy and convenient. Let us take the stress out of managing your finances so you can focus on the wellness of your business, body, and mind. Our personalized, human-centric approach ensures that you receive the attention and support you need to thrive in today's fast-paced business environment.
Empaxis Data Management, Inc.
Empaxis Data Management, Inc. is a finance institution located at 1730 East Holly Avenue in El Segundo, California, United States. Specializing in hassle-free investment operations that deliver real results, we are experts in operations, accounting, and technology for investment managers worldwide. Our custom-built solutions increase operating efficiency, reduce costs, and provide superior service to our clients. With a dedicated team of middle- and back-office experts, we offer extraordinary service and support based on our knowledge of investment operations and understanding of global capital markets. Headquartered in California with operating centers in India, we utilize follow-the-sun workflows to meet our clients' needs at any hour.
Merrill Lynch Financial Advisor Wen Lee
Merrill Lynch Financial Advisor Wen Lee is a dedicated finance institution located at 800 East Colorado Boulevard in Pasadena, California. Wen Lee brings over a decade of industry experience to his work with individuals, families, and business owners at all stages of the business cycle. He takes the time to listen and review each client's financial situation, preferences, and goals in order to craft personalized solutions based on risk tolerance, time horizon, and overall investment goals. Wen is committed to integrity and honesty, and leverages the power of the Merrill Lynch Wealth Management brand to offer high-quality products and services. He also coordinates with trusted partners such as attorneys, accountants, and tax specialists to ensure that solutions are customized to fit overall needs. In his free time, Wen enjoys golfing with friends and clients. To make an appointment and discuss your financial goals, you can contact Wen at 626-304-1561 or via email at wen.lee@ml.com. Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. The team at Merrill Lynch Wealth Management, led by Wen Lee, is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on what matters most to you, whether it's family, goals, or priorities. By examining key components of your life plan, the team can help create a financial strategy with personalized advice and measurable goals. The Investment Personality Assessment helps customize the financial approach based on your goals and priorities. As your life and goals change, the team will help you track progress and adjust your investment strategy as needed. The goal is to help you achieve what matters most to you by understanding your unique needs and priorities. Investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. It's important to consult your legal and/or tax advisors before making financial decisions. The team at Merrill Lynch Wealth Management Advisors is committed to helping you build a customized investment approach to address your needs and pursue your goals. Contact Wen Lee today to start planning for your financial future and achieving your goals.
Capital Growth Inc. Wealth Management
Capital Growth Inc. Wealth Management is a trusted institution located at 12680 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we believe in helping individuals feel confident and secure in their financial situations. Our team works with you to create a customized financial plan that fits your needs and motivations, preparing you for a secure future. We assess your risk tolerance, desired outcomes, and tax situation to create an unbiased and diversified investment strategy that will serve you long term. Our goal is to help you achieve financial independence and meet your long-term financial goals. We also provide retirement funding and planning services to ensure a sustainable and secure retirement.
RG Alliance Group
RG Alliance Group is a finance institution located at 140 West 3rd Avenue, Escondido, California, United States. As a part of the San Diego Back Office team sourced Consulting firm, we have been providing services to businesses of all sizes and stages of growth since 2013. Our goal is to understand our Client’s day-to-day challenges and offer strategies and solutions to help them achieve successful growth and performance. We aim to seamlessly integrate into your team, allowing management to focus on growing the business without the hassle of hiring, training, managing, and dealing with potential turnover of employees. Our founder led and operated companies are provided with Back Office Solutions and expert Business Intelligence to accelerate business growth.
Levering & Hvasta CPAs
Levering & Hvasta CPAs is a reputable accounting and finance institution located at 5256 South Mission Road in Bonsall, California, United States. Our team of experienced certified public accountants offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, we are dedicated to providing top-notch professional services to meet our clients' needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Sweeper Guys
Sweeper Guys, located at 1643 Placentia Avenue in Costa Mesa, California, is a leading provider of street sweeper services for HOA’s and construction sites. In addition to street sweeping, they offer a range of services including pressure washing, water recovery, hydro-jetting, and storm drain cleaning. Serving Orange County, the Inland Empire, and parts of Los Angeles County, Sweeper Guys also provides emergency services for drains and water recovery. With a focus on superior quality and customer service, Sweeper Guys has quickly become one of the fastest growing street sweeping companies in Southern California since its establishment in 2014. They prioritize qualities such as dependability, accountability, and customer service, always striving to identify industry-related problems and provide tailored solutions for their clients.
Jake Woodbrey - Thrivent
Jake Woodbrey - Thrivent is a finance institution located at 190 South Orchard Avenue, Vacaville, California, United States. Licensed in multiple states including CA, ID, UT, and WA, Jake Woodbrey and his team specialize in helping clients navigate their financial confusion, find hidden money, and maximize financial leverage. With a background in Industrial Psychology and a commitment to Thrivent's generosity-first approach, Jake guides clients towards creating financial freedom and avoiding financial ruin. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. To learn more about the professional designations of the financial advisors at Jake Woodbrey - Thrivent, visit their website or FINRA's Broker Check.
Graystone Advisor
Graystone Advisor is a finance institution located at 48 Port Royal Avenue, Foster City, California, United States. The institution specializes in providing fee-only comprehensive financial planning and investment management solutions for families, with a focus on helping them navigate the complexities of company stock and 401k investments. The team at Graystone Advisor is dedicated to helping families bridge the gap between their financial goals and their personal aspirations. They assist clients in making informed decisions about their investments, taking into account factors such as leverage, income estimates, and tax implications.
CAE’s Silicon Valley trading operation
CAE’s Silicon Valley trading operation is a leading finance institution located at 5201 Great America Parkway, Santa Clara, California, United States. For over 40 years, CAE has been providing a safe and effective market for clients by offering liquidity to sellers and a transparent platform for buyers. With cutting-edge technology and algorithmic insight, CAE creates solutions for clients in any market condition. The institution's global team ensures superior financial outcomes for clients across North America, Europe, and Asia. Specializing in the semiconductor market, CAE is a data and machine learning driven business that aggregates global supply and demand for semiconductor assets. Their rigorous diligence, compliance, logistics, and price matching ensure safety and superior results for clients. With offices in 10 countries, CAE operates as an integrated international team, providing top-notch service to clients worldwide.
Merrill Lynch Financial Advisor Maria G Sañudo
Merrill Lynch Financial Advisor Maria G Sañudo is located at 9560 Wilshire Boulevard in Beverly Hills, California, United States. Maria has been with Merrill Lynch Wealth Management since 2010, specializing in developing tailored strategies for high-net-worth individuals, families, and businesses to pursue both short- and long-term goals. She leverages the investment insights of Merrill and the banking convenience of Bank of America to provide comprehensive financial advice. Maria is fluent in Spanish, French, German, and Portuguese, with a background in international business economics and French. She holds Series 7 and 66 FINRA registrations. Maria is dedicated to delivering excellent service, collaborating with clients' attorneys, accountants, and other advisors with their permission to offer holistic financial guidance. She is actively involved in the community through volunteering and fundraising for organizations such as Yoga Gives Back. Maria's approach focuses on understanding clients' goals and priorities, adapting their financial approach as life changes. She believes in developing personalized plans to help clients pursue their aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Maria works with clients to address their financial needs and achieve their goals. She regularly meets with clients to review progress and make adjustments as needed to stay on track. Maria is registered to do business in several states and offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management.
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