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TOP 30 Business operations consulting in Connecticut
129 results found
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Verus Analytics
Verus Analytics, located at 500 Chase Parkway, Waterbury, Connecticut, United States, is a finance institution that specializes in providing data-driven regulatory compliance services to U.S. state agencies. With a team of experienced data scientists and subject matter experts, Verus Analytics utilizes big data technologies to analyze and process massive amounts of data for conducting unclaimed property examinations and performing complex data analytics services. The institution has the ability to navigate complex legal and regulatory issues, draft collaborative agreements, and analyze large-scale operational, financial, and administrative data for investigations related to fraud detection, compliance issues, financial irregularities, and payment obligations. Verus Analytics uses proprietary algorithms, data analytics, and entity resolution technologies to help government agencies identify and understand big data for recoverable obligations.
Ryan Bango
Ryan Bango is a prominent health institution located at 4083 Main Street in Bridgeport, Connecticut, United States. This institution offers a wide range of health services including pharmacy and a store for all your health needs. With a team of dedicated professionals, Ryan Bango is committed to providing top-quality care and products to its customers. Visit us today for all your health and wellness needs.
Optimum Performance Technologies, LLC
Optimum Performance Technologies, LLC is a leading institution located at 130 Ciccolella Court in Southington, Connecticut. We specialize in providing cutting-edge technologies and solutions to enhance performance and productivity for businesses and individuals. Our team of experts is dedicated to helping our clients achieve their goals and optimize their operations. Whether you are looking to improve efficiency, streamline processes, or enhance your overall performance, Optimum Performance Technologies, LLC is here to help. Contact us today to learn more about how we can support your success.
Christopher Curtis - Financial Advisor - Ion Investments
Christopher Curtis - Financial Advisor at Ion Investments is a trusted institution located at 1751 Ellington Road in South Windsor, Connecticut, United States. Our team of financial professionals is highly skilled and dedicated to providing expert financial planning and risk management services. We operate as a family and business that is committed to looking out for you and helping you achieve your financial goals. Through our unique 5 Step Process, we offer personalized financial planning and tactical asset management tailored to your specific needs. Our advisors have access to industry-leading tools and products to help you meet your financial objectives. We provide regular economic insights and market alerts to keep you informed and guide our decision-making process.
Donna Williams - Financial Advisor - Ion Investments
Donna Williams - Financial Advisor at Ion Investments, located at 1751 Ellington Road, South Windsor, Connecticut, United States, offers a high level of expertise, communication, planning, and integrity to customers. Operating as a family and business that looks out for you, Ion Investments, through its relationship with Osaic Institutions Inc., provides access to a wide range of financial products and services with personalized service. The team at Ion Investments focuses on financial planning and risk management through a unique 5 Step Process aimed at helping clients achieve their financial goals. With access to economic insights and market alerts, Ion Investments keeps clients informed to guide decision-making. Advisors at Ion Investments simplify investing, making it fast and easy, and offer one of the fastest growing Wealth Management programs.
Jill Shea
Jill Shea is a health institution located at 541 Bridgeport Avenue in Milford, Connecticut. This pharmacy and store offers a wide range of health products and services to meet the needs of the local community. Whether you're looking for over-the-counter medications, vitamins, or personal care products, Jill Shea has you covered. Their knowledgeable staff is dedicated to providing excellent customer service and helping you find the products that best suit your health needs. Visit Jill Shea for all your health and wellness needs in Milford.
DFS, Inc. Registered Investment Adviser
DFS, Inc. Registered Investment Adviser is a renowned institution located at 1171 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we at the Dowling Group take pride in providing comprehensive financial services tailored to meet your individual needs. Our team of award-winning CPAs and Financial Advisors are dedicated to helping you achieve your financial goals while aligning with your personal values and beliefs. Named a "Top Wealth Manager" by Westchester Magazine, we believe in implementing sound tax and risk reduction strategies to ensure the success of your investment portfolio. In partnership with Ethic, a tech-driven asset manager, we offer the tools to understand how your investments can impact important issues such as climate change, women's rights, racial justice, and corporate ethics.
Merrill Lynch Financial Advisor G. Robin Wells
Merrill Lynch Financial Advisor G. Robin Wells, located at 2 Pine Street, New Canaan, Connecticut, is a finance institution with over 25 years of experience in global financial markets. G. Robin Wells offers quality wealth management services to domestic and international private individuals, families, small businesses, and non-profit organizations. With a focus on simplifying and organizing financial lives through a goals-based approach, G. Robin Wells provides global investment strategies for international customers and permanent residents. As a Certified Divorce Financial Analyst® professional, he also assists individuals and couples during divorce and beyond. Services include retirement, trust, and estate planning, asset management, security selection, private equity and alternative investments, education planning, and more. G. Robin Wells operates at the center of his clients' financial lives, providing a 360° view of their goals and needs. With a personalized approach and regular reviews, he adapts to market changes and client situations. G. Robin Wells is a double major graduate in Economics & Business and Mathematics, a member of the CFA Societies of Stamford and New York, and resides in New Canaan, CT with his family. Merrill Personal Wealth Analysis™ helps build personalized financial plans focused on achieving goals. The institution focuses on understanding clients' priorities, creating comprehensive strategies, and adapting to changes in life and financial markets. By building relationships based on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients pursue their goals and address financial complexities.
Merrill Lynch Private Wealth Advisor Edward J Wahlberg
The Merrill Lynch Private Wealth Advisor Edward J Wahlberg is located at 185 Asylum Street in Hartford, Connecticut. This institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The team at Merrill Private Wealth Management helps wealthy individuals get financially organized to ensure their assets and aspirations have a generational impact. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Wahlberg Team understands the demands of managing wealth on a larger scale and has helped clients streamline their financial affairs. The team works closely with prominent families, business owners, and executives to develop strategies designed to achieve their financial goals.
SCOTT ACCOUNTING AND TAX FIRM LLC
Scott Accounting and Tax Firm LLC is a reputable institution located at 620 Clinton Avenue in Bridgeport, Connecticut, United States. Specializing in accounting and finance, our team of experienced professionals holds recommended qualifications in the field. We prioritize building transparent relationships with our clients to effectively handle tax and accounting matters. Our services include bookkeeping, taxation, and internal audits to ensure the functionality and integrity of businesses. From personal and corporate taxation to sales taxation, we offer a range of services to meet our clients' needs. We work closely with tax authorities to stay informed about policy changes and help clients navigate the evolving taxation climate.
Sageview Capital
Sageview Capital, located in Greenwich, Connecticut, is a finance institution that goes beyond just providing capital. They believe in working closely with entrepreneurs to understand their businesses and create a custom approach for success. With decades of experience and operational expertise, they collaborate with ambitious entrepreneurs to build long-lasting, industry-defining companies. As active partners, they take board representation and provide guidance on organizational design, go-to-market strategies, and more. Sageview Capital focuses on investing in disruptive software and tech-enabled businesses that improve industries and individual operations, whether it's B2B or B2C software, tech-enabled platforms, or e-commerce solutions.
SKP Accountants and Advisors, CPA's
SKP Accountants and Advisors, CPA's is a trusted institution located at 47 Middletown Avenue in North Haven, Connecticut. With almost 25 years of experience, we specialize in providing expert advice and solutions for small and medium-sized business owners, entrepreneurs, and individuals in the realms of accounting and finance. Our team focuses on handling the regulatory and financial aspects of your business or estate, allowing you to concentrate on what you are truly passionate about. Clients rely on us for competent guidance and prompt, accurate responses to aid them in making well-informed business decisions. At SKP, we are always seeking to expand our team with CPAs or individuals in the process of becoming CPAs who are interested in working with a forward-thinking firm. We offer opportunities to learn more about our culture and what it would be like to be a part of our team.
Smith & Pavano: Smith Brian F CPA
Smith & Pavano: Smith Brian F CPA is a trusted accounting and finance institution located at 47 Middletown Avenue in North Haven, Connecticut, United States. With almost 25 years of experience, SKP has been a reliable advisor to small and medium-sized business owners, entrepreneurs, and individuals. Our focus is on the regulatory and financial aspects of your business or estate, allowing you to concentrate on your passions. Clients rely on our competent advice and quick, accurate answers to make informed decisions. We are always looking for CPAs or CPAs-in-process who are interested in joining our growth-oriented firm. Learn more about the opportunities at SKP, our culture, and what it's like to be part of our team. One of the services we offer is assisting small businesses with the new Beneficial Ownership Information Reporting requirements that will come into effect on January 1, 2024. This reporting will involve disclosing information about beneficial owners to the Financial Crimes Enforcement Network (FinCEN). Our blog post provides more details on beneficial owners, required information, deadlines, and our recommendations.
Archer Solutions LLC
Archer Solutions LLC is a leading finance institution located at 224 Farmington Avenue in Hartford, Connecticut. With a strong presence in the United States, Archer Solutions LLC offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment management to financial planning, their team of professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on customer satisfaction, Archer Solutions LLC is a trusted partner for all your financial needs.
Ptcfo Inc.
PTCFO Inc. is a reputable financial institution located at 48 Walkley Road in West Hartford, Connecticut, United States. Specializing in providing professional financial services to businesses and individuals, PTCFO Inc. offers expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals, PTCFO Inc. is committed to delivering personalized and reliable financial services to meet the unique needs of each client. Whether you are looking for assistance with accounting, tax preparation, or financial planning, PTCFO Inc. is dedicated to providing top-notch service and support. Visit us at 48 Walkley Road to learn more about how PTCFO Inc. can help you take control of your finances and secure a prosperous future.
Insurance Agency Accounting & Bookkeeping
Insurance Agency Accounting & Bookkeeping (IAAB) is a premier outsourced accounting and bookkeeping firm specializing in serving Applied Epic and Vertafore AMS360 agencies. Established in 2007, IAAB is dedicated to helping Independent Insurance Agencies across the United States effectively manage their financial operations. With over 40 staff members located throughout the country, IAAB is headquartered in Harwinton, Connecticut. At IAAB, we meticulously record your direct bill commissions using company commission statements as the primary source document. We handle commission statement downloads, imports, and manual recording to ensure accurate accounting and documentation. Additionally, we closely monitor open agency bill premium payables for customer payments and promptly remit premiums to companies and brokers upon receipt.
AVEIGA'S MULTI- SERVICE LLC
AVEIGA'S MULTI-SERVICE LLC is a versatile institution located at 88 White Street in Danbury, Connecticut. Specializing in accounting, finance, real estate agency, and travel agency services, we offer a wide range of professional services to meet all your needs. Our experienced team is dedicated to providing top-notch assistance and guidance in all aspects of these industries. Whether you need help with your taxes, investments, property transactions, or travel arrangements, AVEIGA'S MULTI-SERVICE LLC is here to help you every step of the way. Visit us today and let us take care of all your financial and travel needs.
AccounTax LLC
AccounTax LLC, located at 79 Botsford Road in Seymour, Connecticut, is a well-established accounting firm specializing in tax planning and preparation, automated accounting, bookkeeping, and payroll services. With a history dating back to 1986, AccounTax LLC has a proven track record of delivering accurate, reliable, and secure financial services tailored to individual and business needs. With over 225 clients across the United States, AccounTax LLC processes a high volume of tax returns annually for both individuals and businesses. Their comprehensive bookkeeping and payroll services are designed to streamline financial operations using top accounting software such as QuickBooks Online and Patriot Software.
SecureBooks Bookkeeping & Tax Service
SecureBooks Bookkeeping & Tax Service is a leading accounting and finance institution located at 428 Lower Lane in Berlin, Connecticut, United States. Our motto is "Maximize Your Time, Multiply Your Money" as we specialize in providing precise financial management services that save you valuable hours and boost your bottom line. Our team is composed of highly qualified financial professionals with years of experience and knowledge, offering tailored solutions to meet your specific needs. We believe in efficient, accurate, and profitable bookkeeping services that help businesses operate more effectively and make the most of their resources. By outsourcing CFO and bookkeeping services to us, clients can focus on their core business operations, saving time and reducing overhead costs. Our strategic financial planning and analysis help businesses identify growth opportunities and stay ahead of competitors.
Bizz R Us
Bizz R Us is a leading accounting and finance institution located at 55 West Main Street in Meriden, Connecticut, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, Bizz R Us is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Serra & Associates LLC
Serra & Associates LLC is a financial institution located at 11 West High Street in East Hampton, Connecticut, United States. Specializing in accounting and finance, we offer a range of online apps to assist with business transactions. Our services include payroll processing, deep financial analysis, and strategic guidance to help you make informed decisions for your business. We also provide technology solutions to optimize your business operations and focus on overall wellness. With our expertise, you can effectively manage business debt, navigate supply chain disruptions, and create inclusive holiday menus. Let us take the stress out of running your business and help you thrive in today's ever-changing market.
Shakun & Co
Shakun & Co is a reputable accounting and finance institution located at 34 Jerome Avenue in Bloomfield, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, and financial planning to individuals and businesses. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for all your accounting and financial needs. Visit us today to see how we can help you achieve your financial goals.
Clear Cut Accounting Services Inc
Clear Cut Accounting Services Inc, located at 30 Mitchel Terrace in Essex, Connecticut, is a trusted institution specializing in expert accounting and financial management services for small businesses. With a focus on reducing operating costs, growing revenue, and maintaining customer relationships, CCAS offers personalized assistance for new business start-ups, tax planning, and financial success strategies. The upcoming book, "From Shoe-Box Accounting To Financial Success, 9 Strategies To Take Control Over Your Money," provides practical tips and expert insights tailored for small businesses. Testimonials praise Trish's IRS experience, accounting background, and QuickBooks expertise, highlighting her integrity, responsibility, and ambition. Whether facing tax issues or payroll complications, businesses can rely on CCAS to provide efficient and effective solutions.
Briggs Bookkeeping Plus
Briggs Bookkeeping Plus is a professional accounting and finance institution located at 199 Hop River Road in Bolton, Connecticut, United States. Our business services are designed to bridge the gap for your success, offering personalized bookkeeping solutions to fit your needs. Whether you are a small business owner, nonprofit organization, or individual in need of financial assistance, our experienced team led by Kim Briggs is here to help. With years of experience in setting up and managing QuickBooks, handling payroll, and providing accurate financial reports, Kim Briggs has received glowing recommendations from satisfied clients. From machine shop manufacturing businesses to nonprofit organizations, Kim's expertise and dedication have helped clients navigate the complexities of bookkeeping and accounting with ease.
Brenda Burton Seldon, EA d/b/a BB$ TAX SERVICES
BB$ TAX SERVICES is an accounting and finance institution operated by Brenda Burton Seldon, an Enrolled Agent (EA). Located at 1000 Lafayette Boulevard in Bridgeport, Connecticut, this institution provides expert tax services to individuals and businesses. With a focus on accuracy and efficiency, BB$ TAX SERVICES aims to help clients navigate the complexities of tax laws and regulations to maximize their financial well-being. Whether you need assistance with tax preparation, planning, or representation, Brenda Burton Seldon and her team are dedicated to providing personalized and professional service to meet your specific needs.
Bottom Line LLC
Bottom Line LLC is an accounting and finance institution located at 112 Main Street in Putnam, Connecticut, United States. Our team of experienced professionals provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Bottom Line LLC is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
AP Accounting and Tax Preparation, PC with Alexis Paul, CPA
AP Accounting and Tax Preparation, PC with Alexis Paul, CPA is a trusted institution located on King Street in Greenwich, Connecticut, United States. Specializing in accounting and finance, our firm believes in empowering our clients through knowledge. We educate our clients on the latest tax laws to help reduce their tax burden. With a focus on business needs, we offer tax return preparation services for LLCs, S-Corps, and C-Corps. Our thorough financial reviews help identify opportunities for greater efficiency and effectiveness in your business operations. We cover various aspects such as sales tax, bookkeeping practices, legal structure, and potential tax credits or deductions.
EisnerAmper
EisnerAmper is a leading accounting and finance institution located at 1 Landmark Square in Stamford, Connecticut, United States. Our mission is to protect businesses from unforeseen events and position them for long-term growth. With a team of experienced professionals, we offer a comprehensive range of services including accounting, audit, tax, advisory, and outsourcing to help clients navigate challenges and seize opportunities. Our industry-specific expertise and cutting-edge technologies enable us to provide customized solutions to address the unique needs of large enterprises, privately owned companies, governmental entities, and high-net-worth individuals. From tax planning to cybersecurity, we are committed to helping our clients succeed in today's evolving world.
Prestige ProSERVE LLC
Prestige ProSERVE LLC is a reputable accounting and finance institution located at 161 Kings Highway East in Fairfield, Connecticut, United States. Specializing in providing accounting and tax services to individuals and small to midsize businesses, Prestige ProSERVE is committed to staying current with IRS tax codes and regulations. The professionals at Prestige ProSERVE are dedicated to continuous self-education and are always striving to stay informed about the evolving landscape of the industry. They work diligently to educate clients and help them optimize their financial strategies for success. Known for their reliability, proactivity, and "get-it-done" mentality, the associates at Prestige ProSERVE are highly praised by their clients.
ThinkSynergy
ThinkSynergy is a finance institution located at 241 Asylum Street in Hartford, Connecticut, United States. ThinkSynergy Business Services offers a flexible alternative workforce with industry expertise and team chemistry to help businesses grow. Our team of professionals will audit your current operations in accounting, financial planning, payroll, and supply chain management to optimize performance and scale your business. Our CFOs provide senior-level leadership and diverse industry knowledge to help you understand your financial standing and costs of operations. Partner with a finance expert to become more profitable and receive high-level financial guidance without the costs of full-time executive employment. Our team also assists with supply chain strategy evaluation and implementation to improve scalability and overall product profitability. ThinkSynergy's Systems Integration Engineering team delivers leading-edge professional services to transform businesses efficiently. Read our success stories from satisfied ThinkSynergy partners to learn more about how we can help your business grow.
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