Business analysis consulting in Sarasota, FL
28 results found
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Coastal Accounting & Consulting, LLC
● ClosedCoastal Accounting & Consulting, LLC is a financial institution located at 7354 South Tamiami Trail in Sarasota, Florida, United States. Specializing in accounting and finance, we offer a range of services to help guide individuals and businesses towards a healthy financial future. Our team can take the stress out of running your business, handle payroll processing, provide deep analysis and strategic guidance, and set you up for success with dedicated advisory services. We also offer online apps for easy business transactions. Whether you need help managing debt, utilizing technology, or navigating supply chain disruptions, Coastal Accounting & Consulting, LLC is here to support you every step of the way. Focus on the wellness of your business, body, and mind with our personalized, human-centric approach. Let us help you thrive in today's ever-changing business landscape.
7354 S Tamiami Trail, Sarasota, FL 34231, United States -
Complete Small Business Solutions
● ClosedComplete Small Business Solutions is a leading institution specializing in accounting and finance, located at 2018 Oak Terrace in Sarasota, Florida, United States. In today's competitive marketplace, proper delegation of daily tasks is essential for business growth. Our cloud-based portal allows for flexible working arrangements, saving time and increasing productivity. With video and screencast tools, we provide face-to-face communication without the need for in-person meetings. Communication is streamlined through text messaging and email, ensuring that you have all the information you need at your fingertips. Our cloud-based software enables quick access to information, even when your designated accountant is unavailable. We offer document management services tailored to your specific needs, including record-keeping guidelines and file transfers. Our proprietary software provides software downloads, updates, and training, as well as access to online calculators for financial analysis.
2018 Oak Terrace, Sarasota, FL 34231, United States -
Central Business Tax Solutions & Credit Repair
● ClosedCentral Business Tax Solutions & Credit Repair is an accounting and finance institution located at 3442 17th Street, Sarasota, Florida, United States. Our team at Masters Credit Consultants offers a range of services to meet your credit needs. Through credit analysis, we work with credit bureaus to remove wrongful and negative claims from your credit history. Your credit score is crucial in various aspects of your life, from where you live to what you drive. Our Credit Consultants are dedicated to delivering the results you desire. We will handle any disputes against inaccurate or negative reports and keep you updated on any correspondence for negative items. Whether you need a credit counselor for yourself or your family, our 24/7 service aims to simplify the process and reduce stress. Trust our team of experts to guide you towards a better credit future.
3442 17th St, Sarasota, FL 34235, United States -
Banner Adjusting & Claim Consulting
● OpenWelcome to Banner Adjusting & Claim Consulting, your trusted partner in navigating the complexities of insurance claims. Located at 3550 Ridgecrest Lane, Cantonment, Florida, we are a Christian-owned public adjusting firm dedicated to providing exceptional service for all your insurance claim needs. With additional offices in Bradenton/Sarasota, Parrish, and Pensacola, we are committed to serving our community with integrity and expertise. At Banner Adjusting & Claim Consulting, we understand the stress and uncertainty that can follow damage to your home or business caused by fire, water, or natural disasters such as hurricanes, floods, or hail. As your advocate, we stand by you from the initial inspection to the final settlement negotiation with your insurance company. Our team of licensed public adjusters is experienced in filing, preparing, and negotiating claims to secure the best possible outcome for you.
3550 Ridgecrest Lane, Cantonment, Florida 32533, United States -
Risk Services LLC
● OpenRisk Services LLC is an insurance agency located at 1605 Main Street in Sarasota, Florida. We specialize in providing comprehensive risk management solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of insurance, ensuring they have the coverage they need to protect their assets and mitigate potential risks. Whether you are looking for personal or commercial insurance, Risk Services LLC is here to help you find the right coverage at the right price. Contact us today to learn more about our services and how we can help you protect what matters most.
1605 Main St UNIT 800, Sarasota, FL 34236, United States -
Meliora
● ClosedMeliora is a charming restaurant located at 1920 Hillview Street in Sarasota, Florida, United States. Known for its delicious food, Meliora offers a cozy and inviting atmosphere for diners to enjoy a memorable dining experience. Operating hours vary throughout the year, with Winter/Spring Hours being Tuesday - Saturday from 5pm to 9pm, and Summer/Fall Hours (starting June 4th) being Wednesday - Saturday from 5pm to 9pm. Whether you're looking for a romantic dinner for two or a gathering with friends, Meliora is the perfect spot to indulge in exquisite cuisine.
1920 Hillview St, Sarasota, FL 34239, United States -
Vanderbilt Robison
● OpenVanderbilt Robison is a renowned health institution located at 1090 South Tamiami Trail in Sarasota, Florida, United States. Specializing in mental health, the hospital is home to nationally recognized psychiatrists and mental health professionals. Dr. Robison, the founder, is a highly trained psychiatrist who has experience working with diverse populations and treating patients of all ages. The institution is recognized by the American Psychological Association for its proven and innovative mental health treatment methods. Patient services at Vanderbilt Robison are provided without any discrimination based on race, color, religion, gender, sexual orientation, disability, communicable diseases, or national origin. The hospital also offers a patient portal for easy access to medical records and information.
1090 S Tamiami Trail, Sarasota, FL 342369116, United States -
Risk Strategies Company
● ClosedRisk Strategies Company is a leading insurance agency located at 3701 South Osprey Avenue in Sarasota, Florida, United States. With a commitment to providing innovative and comprehensive insurance solutions, they specialize in helping individuals and businesses manage and mitigate risks. Their team of experienced professionals work closely with clients to tailor insurance plans that meet their unique needs and goals. Whether you are looking for personal insurance coverage or risk management solutions for your business, Risk Strategies Company is dedicated to providing top-notch service and support. Contact them today to learn more about how they can help protect what matters most to you.
3701 S Osprey Ave, Sarasota, FL 34239, United States -
The Peeples Insurance Agency
● ClosedThe Peeples Insurance Agency, located at 1808 Cortez Road West in Bradenton, Florida, is a trusted insurance agency with offices in Sarasota, Bradenton, and Margate, serving all of Florida. With over 40 years of experience, our team specializes in personal and commercial insurance solutions tailored to meet the unique needs of our clients. Our commitment to superior service and protection has made us a leader in the industry. Testimonials from satisfied clients speak to our dedication to providing excellent service. Whether you are in need of home, auto, or business insurance, you can trust our team to create a custom plan that works for you. Our strong relationships with insurance underwriters allow us to provide efficient service and stay up-to-date on coverage enhancements.
1808 Cortez Rd W #109, Bradenton, FL 34207, United States -
Baez-Pavon Insurance Group LLC
● ClosedBaez-Pavon Insurance Group LLC is a trusted insurance agency located at 4647 Fruitville Road in Sarasota, Florida. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing personalized coverage options for individuals and businesses. Whether you're in need of auto, home, life, or commercial insurance, we strive to find the best policies to meet your specific needs. With a commitment to excellent customer service and a thorough understanding of the insurance industry, Baez-Pavon Insurance Group LLC is your go-to agency for all your insurance needs in Sarasota and beyond.
4647 Fruitville Rd Unit 3388, Sarasota, FL 34232, United States -
Matthew Kowtko
● ClosedMatthew Kowtko is a renowned institution located at 1800 2nd Street in Sarasota, Florida, United States. This institution is known for its exceptional educational programs and top-notch faculty members who are dedicated to providing a high-quality learning experience for students. With a focus on academic excellence and personal growth, Matthew Kowtko offers a wide range of courses and opportunities for students to explore their interests and reach their full potential. Whether you are looking to further your education or enhance your skills, Matthew Kowtko is the perfect place to achieve your goals.
1800 2nd St #882, Sarasota, FL 34236, United States -
First Choice CPA Services, LLC
● ClosedFirst Choice CPA Services, LLC is a trusted accounting and finance institution located at 6497 Parkland Drive in Sarasota, Florida, United States. Our team of experienced CPAs specializes in developing personalized tax planning strategies tailored to your unique financial situation. We meticulously analyze your financial data, identify potential tax deductions and credits, and implement effective strategies to minimize your tax liability. We go beyond traditional accounting services to provide comprehensive financial management solutions for individuals and small business owners. From budgeting and cash flow analysis to financial statement presentation and strategic planning, our experts are here to help you make informed financial decisions and achieve long-term success.
6497 Parkland Dr F, Sarasota, FL 34243, United States -
Merrill Lynch Financial Advisor John Jones
● ClosedMerrill Lynch Financial Advisor John Jones, located at 1819 Main Street in Sarasota, Florida, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals. With access to the resources of Merrill and Bank of America, John Jones and his team offer personalized wealth management services to help clients pursue their financial aspirations. By conducting a Personal Wealth Analysis and utilizing the Investment Personality Assessment, they aim to understand clients' needs and preferences to create a customized financial approach. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, John Jones works closely with clients to develop a plan that aligns with their life priorities. Through ongoing communication and adjustments to the financial approach, clients can stay on track to achieve their goals. With a focus on building strong client relationships based on trust and personalized service, John Jones strives to help clients navigate the complexities of their financial lives and make informed decisions. As a Sports & Entertainment Accredited Wealth Management Advisor™, John Jones is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life.
1819 Main St 12th Floor, Sarasota, FL 34236, United States -
Plancorp, LLC
● ClosedPlancorp, LLC, located at 5114 Station Way in Sarasota, Florida, offers a holistic and proactive approach to managing your entire financial plan to achieve life’s goals. Specializing in bespoke services for ultra-high-net-worth families, multi-generational financial planning, and managing company 401(k) or Cash Balance plans with minimal fees. They also help create succession plans, offer financial planning and investment management for nonprofits, endowments, and organizations, empower women through education, and provide tailored wealth management plans. Plancorp focuses on complex financial needs and offers personalized recommendations through a free financial analysis tool. They provide expertise on estate planning, equity compensation, retirement planning, college savings, marriage finances, business exit strategies, divorce planning, sudden wealth management, and more. Plancorp is CEFEX-certified, ensuring the highest fiduciary standards for client trust and best interest. With over 40 years of experience, Plancorp's team of experts offer real-life knowledge to help clients achieve their financial goals. Contact them today to schedule a call with a wealth manager and start making the most of your wealth.
5114 Station Way, Sarasota, FL 34233, United States -
Udell Associates
● ClosedUdell Associates is a reputable finance institution located at 1950 Ringling Boulevard in Sarasota, Florida, United States. With a strong commitment to providing top-notch financial services, Udell Associates offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Udell Associates is the trusted partner you can rely on. Visit their office today to learn more about how they can help you thrive financially.
1950 Ringling Blvd #403, Sarasota, FL 34236, United States -
Adamchak, Bordes & Associates Wealth Management
● ClosedAdamchak, Bordes & Associates Wealth Management is a finance institution located at 1401 Manatee Avenue West in Bradenton, Florida, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service based on trust and personalized care. As proud recipients of recognition from financial industry publications and Bank of America Corporation, we are committed to setting the standard for wealth management. Our advisors have been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2024, and as "Best-in-State Wealth Advisors" in 2023 and 2022. Supported by the global resources of Merrill, our team offers individualized recommendations to address complex financial issues facing our clients. We believe in building strong client relationships by understanding their investment personality, financial goals, and life priorities. Our approach is goals-based, focusing on family, health, leisure, home, work, and finances.
1401 Manatee Ave W floor 7, Bradenton, FL 34205, United States -
Brian Valach - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBrian Valach, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2477 Stickney Point Road in Sarasota, Florida, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Brian provides personalized investment recommendations and portfolio strategies. Regular meetings and progress reviews ensure that your financial plan is always aligned with your changing life circumstances. Access your accounts and track your progress online from any device, securely and conveniently. Schedule a complimentary initial consultation to learn more about how Brian can help you reach your financial goals. As a registered advisor, Brian Valach can only conduct securities business in certain states. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. While Ameriprise Financial cannot guarantee future financial results, clients can trust in the expertise and professionalism of Brian Valach and Ameriprise Financial Services, LLC.
2477 Stickney Point Rd #123b, Sarasota, FL 34231, United States -
Roberge Poskus International
● OpenRoberge Poskus International is a prestigious institution located at 2199 Ringling Boulevard in Sarasota, Florida, United States. Our institution is dedicated to providing top-notch education and training in a variety of fields including business, finance, and international relations. With a team of experienced professionals and state-of-the-art facilities, we offer a dynamic and enriching learning environment for our students. Join us at Roberge Poskus International and take the first step towards a successful and rewarding career.
2199 Ringling Blvd, Sarasota, FL 34237, United States -
Abshire Michael CPA
● OpenAbshire Michael CPA is a reputable accounting and finance institution located at 5560 Bee Ridge Road in Sarasota, Florida, United States. Specializing in providing expert financial services, including tax preparation, auditing, and consulting, Abshire Michael CPA is dedicated to helping individuals and businesses manage their financial affairs effectively. With a team of experienced and qualified professionals, clients can trust in the institution's expertise and commitment to delivering top-notch accounting solutions. Whether you need help with tax planning or financial analysis, Abshire Michael CPA is the go-to destination for all your accounting and finance needs.
5560 Bee Ridge Rd # 1, Sarasota, FL 34233, United States -
Haab and Knatz, CPAs LLC
● OpenHaab and Knatz, CPAs LLC is a reputable accounting and finance firm located at 8590 Potter Park Drive in Sarasota, Florida, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking professional accounting services. Whether you need help with tax compliance or financial analysis, Haab and Knatz, CPAs LLC is here to assist you every step of the way.
8590 Potter Park Dr, Sarasota, FL 34238, United States -
Piper Hawkins & Co
● ClosedPiper Hawkins & Co is a leading accounting and finance institution located at 330 South Pineapple Avenue in Sarasota, Florida, United States. Our team of accredited and experienced professionals offers a complete range of accounting services to help you make informed business decisions. We specialize in business valuation, providing expert analysis and input to assist you in determining the value of your business. Our skilled team also offers litigation support, providing strategic guidance to you and your legal counsel throughout all phases of a case.
330 S Pineapple Ave STE 106, Sarasota, FL 34236, United States -
CS&L CPAs
● ClosedCS&L CPAs, located at 1515 Ringling Boulevard in Sarasota, Florida, is a leading institution specializing in accounting and finance services. Our experienced Audit Team is well-equipped to handle audits throughout the state, ensuring the accuracy and validity of financial records for all types of organizations. In today's rapidly changing regulatory environment, our skilled CPAs provide innovative tax planning, compliance, and reporting solutions to help clients navigate complex challenges. Our Management Consultants offer data-driven insights to identify opportunities for growth, profitability, and operational improvement.
1515 Ringling Blvd UNIT 900, Sarasota, FL 34236, United States -
Andrew Tyack, CPA, CFE, CGMA: TYACK CPA
● OpenTYACK CPA is a reputable accounting and finance institution located at 6981 Curtiss Avenue in Sarasota, Florida. Led by Andrew Tyack, a certified public accountant (CPA), certified fraud examiner (CFE), and chartered global management accountant (CGMA), the institution offers a wide range of financial services to individuals and businesses. With a focus on professionalism and expertise, TYACK CPA provides tailored solutions to help clients achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, TYACK CPA is dedicated to providing top-notch service and guidance.
6981 Curtiss Ave # 3, Sarasota, FL 34231, United States -
LAURCO Bookkeeping
● ClosedLAURCO Bookkeeping is a reputable accounting and finance institution located at 4640 Thomas Hoby Place in Sarasota, Florida, United States. With a team of experienced professionals, LAURCO Bookkeeping offers a wide range of services to help individuals and businesses manage their financial records efficiently. From bookkeeping to financial consulting, they provide personalized solutions to meet the unique needs of each client. Trust LAURCO Bookkeeping to handle your financial matters with precision and professionalism.
4640 Thomas Hoby Pl, Sarasota, FL 34241, United States -
The Finare Group Inc.
● ClosedThe Finare Group Inc. is a leading accounting and finance institution located at 4008 Voorne Street in Sarasota, Florida, United States. We specialize in providing daily transaction processing, data analysis, strategy planning, growth plans, and tax compliance services. Our virtual finance department offers automated processes for business transactions, increasing productivity and profitability. With a focus on effective communication and fixed monthly pricing, we work hard to tackle our clients' most pressing financial issues. Our services include accounting for small businesses, income tax planning and preparation, and CFO services. Choose The Finare Group Inc. for technologically savvy and value-driven accounting solutions for both businesses and individuals.
4008 Voorne St, Sarasota, FL 34234, United States -
Suncoasteam Realty
● ClosedSuncoasteam Realty is a premier real estate agency located at 21202 Olean Boulevard, Port Charlotte, Florida. Specializing in the sale of homes, condos, building lots, and land in Charlotte, Sarasota, and Manatee Counties, Suncoasteam Realty offers a wide range of properties to suit every need and budget. Whether you're looking for a waterfront home in Punta Gorda Isles, a pool home in Port Charlotte, or a luxury condo in Siesta Key, Suncoasteam Realty has the listings you need. Their team of experienced Realtors® are dedicated to providing professional and personalized service to help you find your dream home in Southwest Florida.
21202 Olean Blvd, Port Charlotte, FL 33952, United States -
Brett M Martinsen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Brett M Martinsen - Financial Advisor at Ameriprise Financial Services, LLC, located at 1819 Main Street, Sarasota, Florida. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they include planning for retirement, funding education, or making a major purchase like a second home. With personalized investment, asset allocation, and portfolio recommendations, I tailor my services to align with your individual goals and risk tolerance. Our process begins with understanding what matters most to you. We document your objectives and meet regularly to review your progress, updating your approach as life evolves. Through our secure platform, you can access your investments, track your progress, and share information with me from any device, at any time.
1819 Main Street, Sarasota, Florida 34236, United States -
Walters & Associates, CPAs
● ClosedWelcome to Walters & Associates, CPAs, your trusted partner in accounting and financial services, located at 5858 Central Avenue, St. Petersburg, Florida. We are a team of dedicated professionals committed to reinventing your business success through personalized tax guidance and strategic financial solutions. Our refreshing approach to tax-based accounting ensures that your financial goals are met with precision and care. At Walters & Associates, we understand the complexities of the financial landscape and offer a comprehensive range of services to simplify your business operations. Our expertise in audit maximization, financial control analysis, and business performance ensures you receive the highest return on investment. With over 500 financial projections submitted to AHCA without denials, our track record speaks for itself.
5858 Central Avenue, St. Petersburg, Florida 33707, United States
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