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TOP 30 Data management in Florida
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Velocity Processing
Velocity Processing is a finance, health, and store institution located at 12331 Southwest 3rd Street, Plantation, Florida, United States. We offer free access to our sophisticated reporting tool, Payments Insider, to help you manage your merchant account securely. Our fully compliant surcharging software has helped clients eliminate between 82% and 91% of their processing fees on average. Our hosted payment page is a game changer, and our free education and training can help your organization reduce expenses and ensure transactions clear in optimal pricing categories. Send digital invoices to clients with ease and utilize advanced features like percentage discounting and friendly payment reminders without any coding or integration required. We are committed to delivering successful outcomes by constantly evaluating new software tools and enhancing customer experience. With proprietary analytics and optimization tools, Velocity Processing guarantees to maximize your savings. Stay compliant and protected from data breaches by completing the PCI SAQ and having your network scanned. As a registered Independent Sales Organization (ISO) / Member Service Provider (MSP) of Elavon, Inc., we offer top-notch payment processing services with a stellar reputation. Trust Velocity Processing for all your payment processing needs.
JCM Corporate Inc
Located at 95 Merrick Way in Coral Gables, Florida, JCM Corporate Inc is a finance institution that offers a wide range of services for small business owners, independent professionals, and non-resident tax filing and compliance. As your financial and business consultants, JCM Corporate becomes a vital member of your team, providing access to critical financial data, tax planning strategies, and reliable advice for important business decisions. The institution specializes in finding effective ways to reduce tax liability for multinational companies and American citizens working overseas. With years of experience in managing tax obligations and insightful planning, JCM Corporate aims to build a trusted relationship with clients throughout the year. Their services include tax preparation, payroll processing, QuickBooks setup, state and local tax regulation compliance, and business consulting. Stay updated with their latest news and services to ensure your financial success.
Fuoco Group and TFG Related Entities
Fuoco Group and TFG Related Entities, located at 7900 Red Road in South Miami, Florida, offers a comprehensive range of accounting, finance, and business consulting services. Since 1996, our team of Certified Public Accountants has been providing companies across America with expert accounting, audit, tax, and financial advisory services. Our portfolio includes TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors, offering specialized services such as financial planning, asset protection, management consulting, and more. We understand the unique financial challenges faced by individuals, families, entrepreneurs, and business owners, and our team is dedicated to providing innovative solutions tailored to meet your specific goals. Whether you're looking for tax-saving strategies, comprehensive financial management, or customized financial solutions, we are here to help you make informed decisions and build your legacy.
United Solutions Company
United Solutions Company is a leading finance and storage institution located at 1585 Summit Lake Drive in Tallahassee, Florida, United States. With a strong focus on providing innovative financial solutions and secure storage options, our team of experts is dedicated to helping our clients achieve their goals and protect their assets. Whether you are looking for personalized financial advice or a safe and reliable storage facility, United Solutions Company has the expertise and resources to meet your needs. Contact us today to learn more about how we can assist you in reaching your financial and storage objectives.
BDO
BDO, located at 1301 Riverplace Boulevard in Jacksonville, Florida, is a leading institution in the fields of accounting and finance. At BDO, you can learn about emerging trends, regulatory updates, and the latest headlines to stay ahead of the curve in the legal tech industry. Discover how businesses can enable new growth and find competitive advantage through valuable data and strategic business planning. Our team in Jacksonville offers world-class resources and exceptional service to clients in the North Florida/South Georgia region. With a deep understanding of various industries, including healthcare, construction, real estate, manufacturing, and nonprofit organizations, BDO provides innovative solutions to help clients thrive in today's competitive environment. Our comprehensive portfolio of accounting, assurance, tax, and advisory services can assist businesses at every stage of their development, from supply chain management to implementing cutting-edge technology.
The Nu-Age Group
The Nu-Age Group is a boutique technology services firm located at 11954 Narcoossee Road in Orlando, Florida. Specializing in managed IT services, cybersecurity, Cloud solutions, and strategic IT consulting, we are dedicated to bringing enterprise-level productivity and scalability to small and medium-sized businesses. As a HIPAA and SOC 2 Certified services provider, we have a passion for delivering cutting-edge technology solutions that enable our clients to focus on growing their business. When you partner with The Nu-Age Group, you can expect on-time, on-budget delivery, access to professional teams, trusted partnerships with top technology companies, and industry expertise in Financial Services, Healthcare, and Manufacturing. Founded in 1997, The Nu-Age Group is based in Secaucus, NJ, and Orlando, FL. Our team designs, implements, manages, and monitors the networks, servers, computers, and information systems that our clients rely on daily. By partnering with us, organizations experience less downtime, increased efficiency, productivity, and higher levels of data integrity and system security. We believe that technology should be an enabler, not a disruptor, and we excel at leveraging technology to create big opportunities for our clients.
G+F Business & Financial Consulting LLC
G F Business & Financial Consulting LLC is a specialized institution located at 7754 Okeechobee Boulevard in West Palm Beach, Florida, United States. This institution focuses on accounting and finance services, specifically tailored to the construction industry. The institution aims to bridge the communication gap between the field and the back office of construction businesses. By providing tools, advice, and financial guidance, G F Business & Financial Consulting LLC helps construction businesses understand their numbers, make informed financial decisions, and improve cash flow.
SunTax Consulting, LLC
SunTax Consulting, LLC is a finance institution located at 2200 Corporate Boulevard Northwest, Boca Raton, Florida, United States. Our services go beyond traditional financial reports and IRS forms, as we understand the complexity and challenges of modern finance. By delegating your financial affairs to our experienced professionals, you can make the best decision for your financial well-being. We offer high-quality services both in-person and remotely, utilizing innovative IT technologies and secure online communication methods. Our goal is to provide excellent professional services while creating the best customer experience for our clients. Cybersecurity and data safety are always our top priorities.
SedServer
SedServer is a cutting-edge institution located at 513 Parkway Court in Greenacres, Florida, United States. We specialize in providing innovative solutions for data management and analysis, catering to a wide range of industries and organizations. Our team of experts is dedicated to ensuring that our clients have access to the most advanced technology and tools to optimize their data processes. Whether you are looking to streamline your data storage, enhance your data security, or improve your data analytics capabilities, SedServer is here to help. Contact us today to learn more about how we can assist you in achieving your data management goals.
Gregory P. Saville
Gregory P. Saville is a finance institution located at 300 U.S. 1 in Jupiter, Florida, United States. Recognized as one of the Forbes/SHOOK Top Wealth Management Teams Best-In-State, the institution offers expert financial services to clients. With data as of 3/31/22, Gregory P. Saville's ratings may not guarantee future success or results, but they demonstrate a commitment to excellence in wealth management. Please note that a fee was paid to the rating provider for advertisement materials after the rating was announced.
The QuickBooks Guy
The QuickBooks Guy, located at 5577 Muirfield Village Circle in Lake Worth Beach, Florida, is a top provider of outsourced QuickBooks training, problem-solving, and on-demand bookkeeping services in the Southeast USA. Led by the experienced and Intuit Elite QBO Certified Proadviser, Ted, who has over 16 years of consulting and accounting experience, The QuickBooks Guy offers personalized coaching and support for all versions of Intuit software, including QuickBooks Online, QuickBooks Pro Desktop edition, QuickBooks Premier edition, and QuickBooks Enterprise Solutions edition. Whether you are a Florida-based business or a national franchise, The QuickBooks Guy can help with setup, processes, sales cart integration, and inventory management. Ted specializes in designing and implementing personalized QBO training programs and outsourced bookkeeping services for small and medium-sized companies, saving them time, money, and anxiety.
Weitz Financial Group
Weitz Financial Group is a nationally recognized, award-winning 401(k) and private wealth management firm located at 1500 West Cypress Creek Road in Fort Lauderdale, Florida. With sophisticated analytics and disciplined investing, Weitz Financial Group provides tailored financial planning solutions for both individuals and corporate clients. As fiduciaries, the team at Weitz Financial Group prioritizes the interests of their clients, creating custom investment portfolios that align with each client's unique needs and goals. Through one-on-one meetings, they learn about their clients' concerns, risks, and expectations to develop personalized investment strategies.
Atlantix Partners
Atlantix Partners is a leading institution located at 800 Corporate Drive in Fort Lauderdale, Florida, United States. Specializing in financial analysis, our team of experienced professionals utilizes the best tools for precision analysis and modeling to help you understand your company's financial health and make informed decisions for improvement. In addition to financial analysis, our interim executives provide strategic guidance and support during critical times, with a focus on proven leadership skills and successful track records. We are dedicated to helping clients overcome the Data Paradox by organizing and synthesizing data for clear financial and operational insights.
Financial Matters Group
The Financial Matters Group, located at 400 South Dixie Highway in Boca Raton, Florida, is a finance institution led by Christina M. Doone, a Financial Advisor & Investment Advisor Representative. The institution aims to help individuals understand the opportunities and potential rewards of taking a proactive approach to personal, professional, and business finances. The site provides insights into financial concepts such as insurance, investing, retirement planning, estate planning, and wealth preservation. By working with skilled professionals, clients can pursue and achieve their financial goals. The institution offers education on financial management, information about their services, and access to market performance data and financial products. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., with Registered Representatives available in various states. Visitors are advised to take responsibility and assess the accuracy of information provided on external websites linked within the institution's site.
Bear Atlantic Group
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.
Copier Analytics
Copier Analytics is a leading finance institution located at 41 Indian Creek Island Road in Miami Beach, Florida, United States. We specialize in providing cutting-edge analytics and insights for businesses looking to optimize their copier and printer fleet management. Our team of experts utilizes advanced technology and data analysis to help companies make informed decisions, reduce costs, and improve efficiency. With a focus on innovation and excellence, Copier Analytics is dedicated to helping businesses achieve their financial goals through strategic copier management solutions.
LegalGen
LegalGen is a cutting-edge institution located at 185 Northeast 4th Avenue, Delray Beach, Florida, United States. Our Next Generation Estate Planning Application is designed to help lawyers better serve their communities by streamlining the estate planning process. Our intuitive software effortlessly gathers, organizes, and evaluates digital data from clients, saving valuable time drafting documents. With real-time updates, secure document sharing, and an innovative attorney dashboard, LegalGen revolutionizes estate planning for both legal teams and clients. Say goodbye to complicated processes and hello to a smarter, more efficient way of estate planning with LegalGen. Our user-friendly online intake questionnaire, comprehensive instructions, and customizable document templates make estate planning easy and effective. Get up and running with LegalGen in no time with our quick onboarding process and 24/7 expert support. Trust LegalGen to keep your personal and financial information safe and secure with the latest encryption technologies. Stay informed with our informative blog page, featuring articles written by experts in the field. Empower your practice and transform your estate planning process with LegalGen - the future of law is here.
Principal Financial Systems
Principal Financial Systems is a leading financial institution located at 1300 La Quinta Drive in Orlando, Florida, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their financial needs. With a team of experienced professionals, Principal Financial Systems is dedicated to providing top-notch financial solutions and guidance to their clients. Whether you are looking for investment advice, retirement planning, or insurance services, Principal Financial Systems has the expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your financial needs.
Digital Risk Lake Mary
Digital Risk Lake Mary is a leading finance institution located in Lake Mary, Florida. Our team of experts specializes in managing and mitigating digital risks for our clients, offering unparalleled services to protect their financial assets and data. With a strong focus on cybersecurity and innovative technology solutions, we provide comprehensive risk assessment and management strategies to ensure the safety and security of our clients' digital assets. Visit us at 660 Century Point to learn more about how Digital Risk Lake Mary can help safeguard your financial future.
Efendi Financial LLC
Efendi Financial LLC, located at 2000 East 12th Avenue in Tampa, Florida, is a finance institution dedicated to helping companies and individuals manage their properties and reduce occupancy risks. With a focus on market analysis and risk management, we provide unbiased recommendations and data-driven guidance to help you achieve your financial goals. Our team of qualified inspectors has been assisting restaurants and real estate investors since 2005, offering accurate occupancy checks and customized inspection reports. We use proven financial management tools to ensure oversight and payment protections for your investment properties, giving you peace of mind.
SWAN Retirement Strategies
SWAN Retirement Strategies, located at 145 West Center Avenue in Sebring, Florida, is dedicated to helping individuals achieve their retirement goals with confidence. Specializing in providing financial tools and strategies for law enforcement, firefighters, schoolteachers, and other government employees, SWAN Retirement Strategies offers personalized wealth management services to optimize retirement plans. As an independent institution, SWAN Retirement Strategies prioritizes the best interests of their clients by shopping around for the most suitable products. With a focus on data-driven and results-focused approaches, SWAN Retirement Strategies aims to enhance retirement outcomes through tax-efficient solutions. To take the next step in your financial journey, schedule a complimentary consultation with SWAN Retirement Strategies today. Contact their headquarters in Sarasota or their additional office in Sebring for more information. Disclosure: Investment advisory services are offered through Second Half Partners, LLC, an SEC-registered investment advisor, while insurance and annuities are offered through Murrell Winter, FL NPN# 19081214.
MD Solutions LLC
MD Solutions LLC is a leading institution located in Cape Coral, Florida, United States, offering growth-enabling services and solutions to help businesses thrive in today's competitive market. With a team of experienced professionals and cutting-edge technologies, we provide a wide range of services including portfolio accounting, data management, cloud hosting, custom development, and reporting automation. Our expertise in private equity optimization, cost basis reconciliation, and data strategy streamlining has earned us a reputation for reliability and performance. We help businesses achieve their financial goals with services such as capital calls & distributions, portfolio accounting, and cloud hosting solutions.
Oliver, Kenneth & Company LLC
Oliver, Kenneth & Company LLC is a trusted accounting and finance institution located at 18503 Pines Boulevard in Pembroke Pines, Florida, United States. We have been featured in various media outlets such as The News Bee, My Mother Lode, The Digital Journal, and MarketWatch for our exceptional services. At Oliver, Kenneth & Company LLC, we understand that managing a business is challenging, which is why we take care of all your financial tracking, recording, and reporting needs. Our team of experts helps you make informed business decisions based on accurate financial data, analyzing aspects such as cash flow, income, expenses, assets, liabilities, and equity.
Rios Quantitative LLC
Rios Quantitative LLC is a finance institution located in Miami, Florida, United States. Specializing in quantitative analysis and research, Rios Quantitative LLC offers a wide range of financial services to clients. With a focus on data-driven decision making and risk management, the institution is dedicated to providing innovative solutions to meet the needs of its clients. Their address is 6666 Southwest 115th Court, making it easily accessible to those in the Miami area.
Leyva Taxes & Financial Services, LLC
At Leyva Taxes & Financial Services, LLC, we are committed to providing comprehensive and reliable services to cover all your financial and insurance needs. With over X years of experience in the market, we are ready to advise and assist you every step of the way. We offer personalized attention, precision in every detail, and comprehensive solutions to protect what truly matters. Discover the difference with Leyva Taxes today!
PMN Financial Associates
PMN Financial Associates is a finance and lawyer institution located at 615 9th Street North, St. Petersburg, Florida, United States. We prioritize the privacy and security of our clients' information, with strict measures in place to protect sensitive data both online and offline. Our dedicated team of professionals work diligently to provide top-notch services in securities, investment advisory, tax, and legal matters. We aim to make a positive impact on the lives of our clients, helping them navigate the complexities of financial planning with confidence and peace of mind. Securities and Investment Advisory Services are offered through Brokers International Financial Services, LLC, a member of SIPC. Please note that tax and legal services provided are separate from those offered through Brokers International Financial Services LLC. PMN Financial Associates is not associated with or endorsed by the Social Security Administration or any other government agency.
Jason O'Brien
Jason O'Brien is a renowned finance institution located at 300 U.S. 1, Jupiter, Florida, United States. Recognized as one of the Forbes/SHOOK Top Wealth Management Teams Best-In-State, this institution has a proven track record of success in the financial industry. With data as of 3/31/22, Jason O'Brien is committed to providing exceptional wealth management services to its clients. Please note that ratings may not guarantee future success or results, and fees may have been paid to the rating provider for advertisement materials after the rating was announced.
Marsh
Marsh is an insurance agency located at 200 Biscayne Boulevard in Miami, Florida, United States. With over 150 years of experience, Marsh offers industry-specific expertise, global experience, and deep intellectual capital to help clients manage and quantify risks. Their consulting, brokerage, and claims advocacy services utilize data, technology, and analytics to provide insights on global commercial insurance markets and top risks for the future. Marsh aims to help clients understand and navigate the complexities of today's world while finding opportunities for growth. They sponsor conferences, provide reports on political risks, and offer guidance on issues such as climate disclosures, ESG considerations, and the implications of autonomous vehicle technologies. Marsh is dedicated to helping clients, colleagues, and communities thrive by protecting and promoting "Possibility."
Orlando Tax Master & Truck Permits
Orlando Tax Master & Truck Permits is an accounting and finance institution located at 9500 Satellite Boulevard in Orlando, Florida, United States. Specializing in tax, accounting, special permits, and consulting services, Orlando Tax Master offers affordable and competitive pricing for individuals, small businesses, and medium-sized businesses. With a focus on providing the highest level of customer service, support, and data security, clients can access their tax returns and financial statements 24/7 through a secure online portal on the Orlando Tax Master website. This electronic gateway allows for the collection and exchange of digital files, services, and information, making it convenient and accessible for clients to manage their financial needs.
CFO Solutions
CFO Solutions, located at 3001 North Rocky Point Drive in Tampa, Florida, is a leading institution specializing in accounting and finance services. Led by Susan, a seasoned CPA with over 20 years of financial management experience, CFO Solutions offers personalized and compassionate support to help businesses achieve profitability. As a trusted partner, CFO Solutions provides critical financial insights to enhance business performance and supports clients in designing the business and life they desire. Through in-depth consultations, the team at CFO Solutions works closely with clients to define goals, address challenges, and implement strategic plans for growth and profitability.
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