Financial Advisory

AccuGeeks, LLC is a bookkeeping, tax preparation, tax planning, and financial advisory firm founded in 2019 by Teneisha Crane-Street and based in Fairview, Texas, serving clients nationwide. It specializes in S-Corp and entity structure for Texas real estate agents, including LLC formation, TREC registration guidance, S-Corp election filing, payroll setup, and ongoing accounting and tax. It also works with healthcare practices.

bookkeepingentity formationpayroll setupS Corp election filingtax planningtax preparationTREC registration guidance

ACTvisory is a boutique advisory firm based in Fort Worth, Texas, serving as a strategic financial partner for nonprofit and mission-driven leaders. Founded and led by CEO Ayn Llopis, MS, who has more than 25 years of experience in financial operations and reporting, the firm delivers financial clarity, operational structure, and executive-level insight. Ayn is the creator of the CSI Framework™, built on three pillars: Clarity, Systems, and Insight.

990 coordinationaccounts payable and receivable oversightaudit oversightboard reportingbookkeepingbudget developmentcapital planningcash flow forecastingfinancial modelingfinancial reportinggrant and fund trackingKPI dashboard reportingmonthly closepayroll coordinationprocess automation

Agile PMO Consult LLC is a consulting firm based in North Bergen, NJ that delivers customized strategies to enhance efficiency and drive growth across industries including government, private corporations, and non-profit organizations. Its team of industry-certified professionals provides project management, financial, IT audit, and training services.

Accounting and financial servicesBusiness Analysiscustom programmingGrants writingIT audit and compliance auditsPayroll processingProject management and PMO solutionstax preparationtraining and developmentYouth entrepreneurship mentorship

AJ Blackston & Associates is a Federal Government and Professional Services Consulting Firm based in Washington, DC, serving both public and private sectors nationwide and globally. It provides financial advisory, information technology, project management, process engineering, and business operations consulting, from analysis and application implementation to process re-engineering, knowledge transfer, and system sustainment. It is Minority owned and SBA-certified as an Economically Disadvantaged Woman-Owned Small Business (EDWOSB).

Business Operationschange managementinformation technology consultingKnowledge Transfer, Training & Developmentprocess engineeringproject managementregulatory complianceResearch & Analysisstrategic planningSystem Integration & Audit (SAP FICO)

Altitude Fitness Management Group is a New York City consulting and management firm helping fitness operators build, grow, and scale, with more than 14 years of fitness-specific expertise. It serves boutique studios, big-box gyms, functional/CrossFit facilities, personal training studios, and wellness/spa centers, offering consulting, management, personal training, and business solutions.

accountingcollectionsequipment planning and installationfacility build-outfacility designfacility maintenancefitness business consultinggym managementHR and staffingmarketingoperations and SOPspersonal trainingrevenue and membership strategytax planning

ATLARMOR provides strategic financial and operational advisory for climate technology and energy transition companies. It offers functional consulting services including fractional and interim CFO advisory, financial modeling, capital strategy and fundraising support, investor relations, supply chain design and optimization, strategic procurement, product development and commercialization, process architecture, and organizational design. It also offers cleantech education and training, project implementation, and sustainability improvement.

cleantech trainingcross-functional program managementoperational strategy consultingorganizational designprocess architectureproduct commercializationstrategic procurementsupply chain optimization

Axene Health Partners, LLC (AHP) was established in 2003 to provide high value/high quality health consulting services in the healthcare space. It describes itself as healthcare-focused actuaries and consultants providing data-driven insights, clinical expertise and strategic guidance to transform healthcare operations and improve patient outcomes. It serves health plans, hospitals and health systems, government agencies, and providers.

actuarial analysisemployee benefits consultinghealthcare analyticsIBNR consultingIT developmentmodelingprice transparencyvalue based contracting

Barbee Tax Consulting, LLC is a certified public accountant firm in Orland Park, IL, serving Orland Park, Tinley Park, Homer Glen, Mokena, Frankfort, New Lenox, Manhattan and surrounding Illinois communities. It provides tax strategies for business owners, individuals and families, and has published tax planning guides for the AICPA.

ACA consultingaudit representationbookkeepingtax audit defensetax consultingtax preparation

Black Arrow Consulting provides defense consulting services. Its employees have a combined 20 years' experience advising Department of Defense research and development programs, from basic research through advanced aerospace technology platform programs. Staff is cross-trained in technical, financial, security, and program management fields.

program managementsecuritytechnical advisory

Bluhaus Capital is a Puerto Rico-based financial advisory and investment management firm founded in 2014 to capitalize on financial opportunities presented by the Puerto Rican economic environment. It serves clients with advice and capital solutions for strategic and financial matters, and operates Bluhaus Small Business Fund, L.P., a Small Business Investment Company (SBIC) making debt and equity investments in businesses operating predominantly in Puerto Rico.

balance sheet restructuringcapital-raisingdebt and equity investingFinancing structuringinvestment managementmergers and acquisitions

Boston Strategic Partners (BSP) is a consulting firm serving clients across the pharmaceutical, medical device, and diagnostics industries, from startups to Fortune 100 companies. Founded on principles of efficient professional services, business and clinical expertise, and a broad suite of services, BSP helps clients realize clinical, financial, and regulatory objectives.

app developmentartificial intelligenceBusiness and Clinical Strategyclinical trial supportCRO Servicesdata visualizationHealth Economic Modelinghealth economics and outcomes researchMedical and Technical CommunicationsReal World Data Analyticsregulatory strategy

Brown & Company CPAs and Management Consultants, PLLC is a professional limited liability company licensed to practice in Maryland, Virginia, the District of Columbia, and other jurisdictions. Founded by Tyrone Brown in 1976 and incorporated in 1995, the firm has served nearly 60 federal departments, agencies, and bureaus and offers financial audit, consulting, and financial advisory services.

Accounts payable and general ledger supportconsultingFinancial auditsIT security advisoryoutsourced servicesPayroll processing

BVA is a boutique litigation, valuation, and financial advisory firm serving law firms, organizations, and enterprises across a wide range of industries. Its team of experts provides insight on complex financial issues, valuing business interests from small family-owned businesses to multinational corporations valued in the billions, and evaluating damages in litigation matters. Although BVA employs CPAs, it is not a CPA firm.

blockchain analysisbusiness valuationexpert testimonylitigation damages evaluation

Capital Solutions CPA was founded in 2018 in Georgia to provide integrity-based financial services promoting public trust, financial literacy, and optimal solutions. It has serviced over 700+ clients since inception, serving all 50 states and international borders. The firm offers private client CPA services tailored to individuals and enterprises, including accounting, tax preparation, payroll compliance, financial advisory, and notarial services.

accountingBusiness advisoryBusiness Funding ConsultingIRS Representation & Audit Supportnotarial servicesOutsourced Controller & CFO ServicesPayroll Compliancetax preparation

Castlerock Consulting provides advisory services to government, state-owned and private enterprises, and commercial and development financial institutions in the fields of energy and infrastructure. Established in Jakarta in 1996 as PT Hagler Bailly Indonesia, it was renamed PT Castlerock Consulting in 2009. Its work spans policy and strategy formulation, capital project preparation and implementation support, and operational and financial performance improvement across Southeast Asia and the Pacific.

business strategy and market assessmentsdue diligencefeasibility studiesimplementation and monitoring of environmental and social safeguardspolicy and regulatory developmentPPP project preparationutility operational improvement

CreditVest, Inc. is a commercial real estate due diligence and underwriting firm formed in 1991, serving investment banks, government agencies, and private investors. It provides underwriting, due diligence, and financial advisory services through a staff of real estate professionals, and has been an active Participating Administrative Entity (PAE) for the U.S. Department of Housing and Urban Development for nearly 20 years.

CAM billing reconciliationdue diligenceloan sale documentation and packagingquality assurancesite inspectionsunderwriting

DEK Holdings LLC is a management consulting and financial education firm led by CEO Kristoffer Doura. It provides consulting and education services across divisions including management consulting and organizational strategy, financial advisory and capital readiness education, an education division, insurance education and risk awareness, and sports leadership and athlete development. It serves government agencies, municipalities, nonprofits, corporations, and community organizations, and is aligned with NAICS codes including 541611.

curriculum designfinancial educationinsurance educationLeadership DevelopmentManagement consultingrisk management advisorysports consultancyworkshops

Delphos is a financial advisory firm established in 1987 in Washington, DC, specializing in capital raising and transaction advisory for private emerging markets. With over 38 years of experience, it secures competitively-priced capital and provides transaction advisory for corporates, fund managers, developers, SMEs, sovereigns, and entrepreneurs, and reports over $20 billion in capital raised across Africa, Asia, Latin America and the Caribbean, and Emerging Europe.

blended financecapital-raisingfeasibility studiespublic-private partnershipsrisk managementstructured financetransaction advisory

DEVAL LLC is a Hispanic-American, Woman-Owned Small Business (WOSB) advisory firm founded in 2003 by Deborah Garcia-Gratacos in Reston, Virginia. It provides financial advisory, real estate, management consulting, and loan servicing to federal, state, and private-sector clients nationwide, with 90+ government contracts and over 900,000 loans serviced representing a portfolio value exceeding $275 billion.

asset and property managementgrant managementloan servicingManagement consultingreal estate closingsregulatory complianceSoftware platform development

Dhami Global is a diversified holding group that builds and runs companies in hiring, software, cloud, trade and media, operating from Kathmandu, Lexington and London. It incubates and manages subsidiaries across sectors including enterprise software, global supply chain and freight logistics, cross-border e-commerce, workforce solutions, creative media, and life sciences.

AI and automationcloud hostingconsultingDDoS shieldingdomain registrationfreight forwardingperformance marketingrecruitment and EORvideo productionweb and mobile engineering

Durant Bailey Group is a healthcare financial advisory firm that helps CEOs and CFOs stabilize operations, accelerate financial reporting, improve margins, and build sustainable finance functions. The firm provides interim and advisory financial leadership, strategic planning, and implementation support with staff training, working with hospitals, community health centers, health tech companies, and mission-driven organizations.

audit readinessgrant complianceimplementation supportinterim financial leadershipoperating model designrevenue cycle improvementstaff trainingstrategic planning

EC Service Provider, LLC is an accounting firm led by Edmalia Constanza, an accounting professional working in the industry since 2002. The company acts as a fully outsourced accounting department for businesses, handling day-to-day financial operations. It serves small businesses, solo founders, women entrepreneurs, nonprofits, community organizations, and real estate professionals. The business was incorporated in 2019.

accounting software setup and trainingAI integration and automationbank reconciliationbookkeepingfinancial reportingFractional CFO servicesinvoice managementtax planningtax preparation

Elaine Tax & Financial Services Empower your financial future with Elaine Finance Services Bookkeeping Expert bookkeeping to keep your finances organized and accurate. Let us handle your day-to-day financial tasks efficiently. Billing & Collections Efficient billing and professional collections solutions designed to streamline your invoicing process, accelerate payments, and improve cash flow. Our team manages billing and collections with accuracy and professionalism, allowing you to recover outstanding balances while you focus on growing and scaling your business. Tax preparation and Tax specialist support Elaine Finance provides comprehensive tax preparation and specialist support for businesses and individuals. Our team delivers accurate, compliant, and strategic tax solutions, including planning, return preparation, and ongoing advisory services. We help clients navigate complex.

Audit Servicesbilling and collectionsbookkeepingClient and administrative supportMedical billing and revenue cycle managementTax preparation and planning

Entrepreneurial Consulting LLC is a consulting firm based in Newark, Delaware, led by Founder & Principal Consultant Dr. Kayode Abegunde. The firm offers financial advisory, tax advisory, notary public, human services and health care consulting, quality compliance and audit consulting, home and community based services, political and public service advisory, business consulting, bookkeeping and accounting, investigations, credit score management and counseling, and conferences, workshops and seminars.

Bookkeeping & Accountingbusiness consultingCredit Score Management and CounselingHome and Community Based ServicesHuman Services and Health Care ConsultingInvestigationsnotary publicQuality Compliance and Audit Consultingtax advisoryWorkshops and Seminars