TOP 30 Business financial planning and organization in Miami, Florida

Lexi Goza State Farm Insurance Agency, located at 11098 Biscayne Boulevard in Miami, Florida, is dedicated to providing exceptional insurance services to the community. With over 20 years of experience, Lexi Goza and her team offer a wide range of insurance products including auto, home, renters, life, health, and small business insurance. The agency's mission is to build strong relationships with customers and provide them with the protection they need to navigate life's uncertainties. Beyond insurance, Lexi Goza State Farm is deeply committed to giving back to the community. From providing relief to those affected by disasters to volunteering with local organizations, Lexi and her team go above and beyond to support those in need. Additionally, they are actively involved in LGBTQ advocacy and empowerment initiatives.

Natalia Sanchez - State Farm Insurance Agent is a dedicated insurance agency located at 8100 Southwest 81st Drive in Miami, Florida. Led by Natalia Sanchez, a Miami native with a deep understanding of the community's needs, the agency offers auto, home, life, and business insurance with personalized service and integrity. Natalia and her team are committed to building relationships based on loyalty, empathy, and proactive guidance, and are there to support clients through all stages of life. As a small business owner, Natalia is actively involved in the local community, supporting organizations that make Miami thrive. The agency strives to be a guiding light for the community's insurance and financial services needs, offering reassurance and integrity in every interaction. If you are in need of insurance or financial services, consider Natalia Sanchez - State Farm Insurance Agent for an exceptional experience based on trust and integrity.

SSC Companies is a leading institution located at 5201 Waterford District Drive in Miami, Florida, United States. We specialize in providing top-notch services in various industries including finance, technology, and consulting. Our team of experts is dedicated to delivering high-quality solutions tailored to meet the unique needs of our clients. With a strong focus on innovation and customer satisfaction, SSC Companies is committed to helping businesses thrive in today's competitive market. Visit us today to learn more about how we can help your organization succeed.

The Queen Express Services INC is a reputable accounting and finance institution located at 13155 Southwest 134th Street in Miami, Florida. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, The Queen Express Services INC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit them today to see how they can assist you with all your accounting and finance needs.

Exquisite Notary Solutions is a finance institution located at 20401 Northwest 2nd Avenue in Miami, Florida. They offer notary services, as well as tax preparation and bookkeeping services. Serving the South Florida areas of Miami-Dade, Broward, and South Palm Beach Counties, Exquisite Notary Solutions is dedicated to providing professional and efficient financial services to their clients. Please note that they are not a law firm and cannot provide legal advice, representation, or advocacy.

La Familia Multiservices is a comprehensive institution located at 161 Northeast 97th Street in Miami Shores, Florida, United States. Specializing in accounting, finance, health, and insurance services, our dedicated team is committed to providing top-notch assistance to individuals and families in the community. With a focus on personalized care and attention to detail, La Familia Multiservices strives to meet the diverse needs of our clients and help them achieve their financial and healthcare goals. Visit us today and experience the difference our expertise can make in your life.

Fleurinord Law PLLC is an Estate Planning, Probate and Tax Law Firm with offices in Houston, TX and Miami, FL. Located at 20900 Northeast 30th Avenue in Aventura, Florida, United States, our institution offers comprehensive representation by combining legal expertise and financial knowledge to provide effective solutions for your family and small business. Our tailored legal services cater to your unique business needs, whether you require assistance with estate planning, probate, tax matters, or business operations. With experienced lawyers by your side, we can help you navigate complex legal procedures with minimal cost and effort. Whether you need a simple will, trust, or advice on federal and state taxes, Fleurinord Law PLLC is dedicated to resolving your legal issues. Our personalized service ensures that we understand your individual needs and provide the best possible solutions. Contact us at our Texas or Florida offices for expert legal assistance in starting your own business, protecting your assets in a same-sex marriage, or addressing the latest developments in corporate transparency laws. We look forward to meeting you and helping you achieve your legal goals.

The Lions' Den, Attorneys at Law is a law firm located at 1395 Brickell Avenue in Miami, Florida. Our institution upholds Christian values and strives to serve all individuals with love and compassion. We begin each day with prayer, believing that our firm, clients, and cases will be blessed. Founding Attorney Jonathan May is a graduate of Nova Southeastern University Shepard Broad College of Law and is admitted to the Florida Bar and various federal courts. He has been recognized as a Superlawyer and has received numerous legal advocacy awards for his outstanding work in immigration, business, and other areas of law.

MBookkeepingSolutions is a leading accounting and finance institution located at 20101 Southwest 113th Court in Miami, Florida, United States. Specializing in operational strategy, recommendation, implementation, and support, we are dedicated to helping businesses thrive and providing peace of mind to our customers. Our team's passion for accounting and technology ensures that we deliver top-notch services that drive business growth.

J Horta Accounting & Taxes Inc is a reputable institution located in Miami, Florida, United States. With a commitment to conducting business at the highest standards, we work with both national and international organizations. Our experienced team offers a wide range of services including accounting, auditing, financial reporting, new business set up, real estate transactions, bookkeeping, payroll services, tax reporting, and tax preparation for individuals and businesses. With over 30 years of experience serving the community, our firm is dedicated to providing top-quality service to our clients. Our team stays up-to-date with tax developments to ensure that you have access to all tax-saving opportunities. By working with us throughout the year, you can minimize surprises at tax time and develop tax strategies to reduce your tax burden.

Marvin P Stein CPA PA is a reputable accounting and finance institution located at 12930 Southwest 128th Street in Miami, Florida, United States. With a team of highly skilled professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Marvin P Stein CPA PA is dedicated to providing top-notch service and helping you navigate the complexities of the financial world.

Global Management Advisory is a leading finance institution located at 2037 Northeast 163rd Street in North Miami Beach, Florida. Our team of experts provides comprehensive financial advisory services to clients around the world. With a focus on global management strategies, we help businesses and individuals navigate the complex world of finance to achieve their goals and maximize their success. Trust Global Management Advisory to provide you with the expertise and guidance you need to thrive in today's competitive financial landscape.

Gutierrez & Company, CPA P.A. is an accounting and finance institution located at 8025 Northwest 162nd Street, Miami Lakes, Florida, United States. With over 20 years of experience, we offer a wide range of services including bookkeeping, tax preparation, audits of financial statements, reviews, and compilations of financial statements in various locations including Miami Lakes, Coral Gables, Coconut Grove, Kendall, Hialeah, Doral, Miami Gardens, and more. Our team of reputable professionals helps non-profit, governmental, and for-profit organizations prepare accurate financial statements to identify improvement opportunities and necessary modifications. We follow AICPA standards to ensure clear agreed-upon procedures are defined and results are achieved. Additionally, we provide strategic business and operational planning, general business advice, and consulting services to small and mid-sized businesses.

CASTILLO CPA PA is a reputable accounting and finance institution located in Miami, Florida. Our dedicated team of professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and more. With years of experience and expertise in the field, we are committed to helping our clients achieve their financial goals. Visit us at 7950 Northwest 53rd Street to learn more about how we can assist you with your accounting and finance needs.

Bear Atlantic Group is a finance institution located at 3250 Northeast 1st Avenue in Miami, Florida, United States. Our experienced team leverages actionable data to enhance acquisitions, optimize infrastructure, and drive superior outcomes for businesses. We specialize in solving complex business questions with decisive action and achieving sustainable results. Our services include evaluating, improving, and managing effective control of grants, governance, and risk, as well as financial reporting and regulatory compliance. We disseminate brand messages to niche audiences through measurable strategies and digital marketing solutions to improve businesses' bottom line. Our focus is on designing and building thematically high-quality assets with outsized growth potential driven by global economic and demographic trends. We offer strategic planning, filings, and implementation of structures to simplify business operations and innovate towards a globally connected future.

Amida Wealth Advisors is a finance institution located at 218 Northwest 24th Street, Miami, Florida, United States. Our mission is to Transform YOUR VISION OF WEALTH® by helping you pursue financial independence while living the life you desire. We offer personalized strategies to help you achieve your goals, whether you are focusing on sustainability, technology integration, or alternative financial models. Our team of experts can assist you with financial planning, business management, and achieving financial freedom. We specialize in serving financially affluent clients with diverse needs and aspirations. Let us journey with you through the 7 key areas of financial planning to help you realize your true wealth and plan for the future. Our focus is on the fivefold elements of wealth: health, career, finances, relationships, and personal growth. We provide guidance and direction to steer you towards your desired destination. Additionally, we offer a Personal Info Organizer to help you manage your wealth-being by gathering all your important information in one place for emergencies.

Ewart & Associates LLC - CPAs is a reputable accounting and finance institution located at 5881 Northwest 151st Street in Miami Lakes, Florida. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial consulting, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax planning or financial reporting, Ewart & Associates LLC - CPAs is dedicated to helping you achieve your financial goals.

Daniel Borges CPA, LLC is a reputable accounting and finance institution located at 6175 Northwest 153rd Street in Miami Lakes, Florida. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting support, Daniel Borges CPA, LLC can help you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in the world of finance.

APCPA Solutions is a leading accounting and finance institution located at 12790 West Dixie Highway in North Miami, Florida, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial needs effectively. From tax preparation to financial planning, APCPA Solutions is dedicated to providing top-notch solutions tailored to each client's unique needs. With a commitment to excellence and customer satisfaction, we strive to help our clients achieve their financial goals and success. Visit us today to see how APCPA Solutions can help you with your accounting and finance needs.

Buckingham Strategic Wealth is a finance institution located at 801 Brickell Avenue in Miami, Florida, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to financial planning. To learn more about the client experience, you can download their "Experience Is Everything" brochure. With the upcoming elections, Buckingham provides insights on how policy changes may impact various sectors and industries. Additionally, they offer guidance on maximizing the benefits of restricted stock units (RSUs) for organizations looking to retain top talent. Understanding your values and financial goals is at the core of Buckingham's approach to creating a customized financial plan tailored to your needs.

O³ Consulting Group, located at 920 Bay Drive in Miami Beach, Florida, is a consulting firm with over 100 years of combined professional experience in various sectors. Our team has worked with government agencies, non-profits, Fortune 100 & 500 companies, small/medium-sized businesses, and industries such as corporate, fitness, healthcare, higher education, hospitality, non-profit, retail, and sports. Established in 2012, O³ Consulting Group aims to revolutionize the consulting industry by connecting small and medium-sized companies with top talent through pro bono work. We have assisted over 50 companies, providing over 10,500 hours of services in healthcare, IT, pet shops, restaurants, grocery stores, educational centers, startups, and more. Our projects have generated over $25 million in cost savings and revenues for the organizations we have served.

Winston A. Lowe CPA is a reputable accounting and finance institution located in Miami, Florida. Our team of experienced Certified Public Accountants is dedicated to providing high-quality financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us at 13374 Southwest 128th Street to learn more about how Winston A. Lowe CPA can help you achieve your financial goals.

Preferred Accounting Services Inc is a reputable accounting and finance institution located in Miami, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us at 7440 Southwest 50th Terrace to learn more about how our services can benefit you.

Day Pitney LLP is a prestigious law firm located in Miami, Florida, United States. With a long history of providing top-notch legal services, Day Pitney LLP is known for its expertise in a wide range of practice areas including corporate law, real estate, litigation, and more. The firm is committed to delivering exceptional results for its clients and has a reputation for professionalism and integrity. With a team of highly skilled attorneys, Day Pitney LLP is dedicated to providing personalized and strategic legal solutions to meet the unique needs of each client.

Bank of America (with Drive-thru ATM) located at 16686 Southwest 88th Street in Miami, Florida is a trusted financial institution offering a wide range of banking services to its customers. With the convenience of a drive-thru ATM, customers can easily access their accounts and conduct transactions without having to leave their vehicles. Whether you need to deposit a check, withdraw cash, or speak to a banker, Bank of America is dedicated to providing excellent customer service and meeting the financial needs of individuals and businesses in the Miami area.

US Trust Credit Repair LLC is a finance institution located at 1150 Northwest 72nd Avenue, Miami, Florida, United States. Led by CEO & Founder Christopher Yates, who has over twenty-five years of experience in finance, law, and small business lending, our institution is dedicated to helping individuals regain financial stability by systematically removing bad credit and reducing compound interest rates. With no advance fees of any type, we work on a 5-month process with 2 months free, ensuring that our clients are not bullied by creditors. Our services include credit repair, FICO score improvement, rebuilding credit, and assistance with judgments, bankruptcies, short sales, and loan modifications. We offer a transparent pricing structure with monthly fees based on the total number of accounts to dispute, and payment plans are available. Our goal is to help our clients achieve a better credit score and financial health, with most results occurring within 6 months of enrollment in our program.

Stela Services is a finance institution located in the heart of North Miami Beach, Florida. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with budgeting, investing, or planning for the future, Stela Services is here to help. Visit us at 1428 Northeast 163rd Street to learn more about how we can support your financial needs.

Guillermo Martinez & Associates CPA PLLC is an accounting and finance institution located at 10661 North Kendall Drive in Miami, Florida, United States. Our services include payroll, bookkeeping support, QuickBooks setup and training, tax planning, representation in IRS and Florida Department of Revenue audits, and more. We are dedicated to providing superior service and expertise to help our clients minimize their tax liability and navigate complex financial situations. Whether you are a business or an individual, we are here to assist you with all your financial needs. Let Guillermo Martinez & Associates CPA PLLC be your trusted partner in managing your finances effectively.

KelliWorks Accounting Firm, located at 444 Brickell Avenue in Miami, Florida, is a full-service virtual accounting department offering consulting and on-site services. Our team is dedicated to taking the burden off your back, organizing your books, and saving you money. With years of experience working with small businesses and corporations worldwide, we can establish accounting procedures, filing procedures, job costs, and profitability measures to help measure the efficiency of your business. Many small business owners struggle with managing their finances, which is why KelliWorks is here to help. We allow you to focus on what you do best by providing you with the financial support and peace of mind you need to grow your business. Our team also offers business consulting services to help guide you towards business growth and success.

Cherry Bekaert is a leading accounting and finance institution located at 2811 Ponce de Leon in Coral Gables, Florida. They offer risk management consulting services for the financial services industry, digital advisory services for middle market companies, guidance through the loan forgiveness documentation process, and assistance with the Expanded Employee Retention Credit (ERC). With over 140 professionals, Cherry Bekaert provides accounting, audit, tax, and advisory services across industries such as real estate, technology, manufacturing, and distribution. Their team in Miami is dedicated to building strong client relationships and delivering innovative solutions to help businesses achieve their goals. Additionally, Cherry Bekaert offers specialized services for industries such as hospitality, retail, government contracting, health and life sciences, not-for-profit organizations, and more. Their expertise in tax and accounting guidance has helped thousands of clients worldwide. With a focus on growth and excellence, Cherry Bekaert is committed to providing top-tier services to their clients.