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Silver
Silver
JColeman Consulting, LLC

JColeman Consulting, LLC

JColeman Consulting specializes in providing comprehensive accounting and financial services tailored specifically for startups. Their mission is to support startup founders in achieving their dreams by making sense of their finances and guiding them through each stage of their business journey. Understanding the unique challenges that startups face, JColeman Consulting offers a range of services designed to meet these needs, from the initial setup to scaling and beyond.A significant benefit of working with JColeman Consulting is that the company is controller-led. This leadership structure ensures a higher level of financial oversight and expertise in all client engagements. Controller-led firms bring several advantages, including meticulous attention to detail, enhanced financial accuracy, strategic financial planning, and robust internal controls. These benefits collectively ensure that clients receive the highest quality of service and that their financial operations are managed with exceptional precision and insight.JColeman Consulting's core services include accounting, bookkeeping, tax preparation, and fractional CFO services. Their expert team ensures that financial records are accurate and up-to-date, enabling clients to make informed business decisions. The firm handles everything from day-to-day bookkeeping to tax filings, ensuring compliance with all relevant regulations and maximizing financial efficiency. Additionally, their fractional CFO services provide clients with high-level financial strategy and planning without the full-time cost, helping to allocate resources effectively, manage cash flow, and prepare for investment opportunities.Driven by core values of integrity, trusted partnership, quality, empathy, and collaboration, JColeman Consulting prides itself on building strong, long-lasting relationships with clients, becoming a seamless extension of their teams. Whether a startup is just beginning or looking to grow, JColeman Consulting's experienced professionals are dedicated to providing the personalized support and strategic insights needed for success. With a controller-led approach, the firm guarantees that clients' financial operations are not only efficient but also strategically aligned with their long-term goals.
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Silver
Silver
Kordis

Kordis

At Kordis, we are dedicated to providing comprehensive accounting and expert financial advisory services tailored to meet the unique needs of your business. With a commitment to professionalism and integrity, we ensure that every client receives personalized and effective solutions. Explore our range of services designed to support and enhance your financial operations and strategic decisions. Accounting Services Our robust accounting services are designed to maintain the efficiency and accuracy of your financial operations. We offer everything from routine bookkeeping to detailed financial reporting and compliance, ensuring your business adheres to the latest standards and regulations. Trust Kordis to keep you well-informed and prepared for making crucial business decisions. Financial Planning & Analysis (FP&A) Navigate today’s dynamic economic landscape with our FP&A services. We assist businesses in forecasting future financial scenarios and analyzing trends to facilitate informed budgeting, planning, and performance analysis. Our goal is to help you manage and anticipate changes effectively, providing a clear path towards financial stability and growth. Fractional CFO Advisory Not every business needs a full-time CFO, but every business deserves top-tier financial expertise. Our fractional CFO services offer you senior financial leadership without the full-time expense. From managing risk to strategic planning and optimizing your capital structure, our CFOs are here to guide your financial strategy towards achieving sustainable growth. M&A Advisory Whether you're considering expansion through acquisition or preparing to sell your business, our M&A advisory services cover both buy-side and sell-side to support your objectives. Our experienced team will guide you from strategy development through to deal closure, ensuring a smooth process and favorable outcomes for all parties involved. At Kordis, we pride ourselves on forging lasting relationships with our clients by consistently exceeding expectations and delivering tailored, effective solutions. Let us help you achieve your business goals.
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Bronze
Bronze
Accountix, Inc.

Accountix, Inc.

From basic bookkeeping to CFO duties, we simplify the BS of business to advise and empower great decisions. People, processes, and powerful technology: we find the sweet spot that best serves you and your business. We’re here to make things easy by streamlining processes to improve efficiency, workflow, and—inevitably—happiness. Taking care of business means putting together the right team, apps, and procedures to maximize performance and set new goals for your business.Imagine the best finance team you've ever had on their absolute best day. That's the level of excellence we bring every day. We pride ourselves in being the best team of approachable accountants you’ve ever worked with. Why? Because we help you understand the story your numbers are trying to tell you. At Accountix you aren’t limited to a single person’s knowledge or shortcomings; with us, you get an entire accounting department that is obsessed with finding simple, efficient, and strategic ways to streamline your numbers. Our Proven Process focuses on technology and integrating cloud-based tools to help us identify cost-saving opportunities, come up with comprehensive insights on what’s not working within your business, and strategically implement the steps needed to help take your business to the next level. Want a little more support than just bookkeeping? Whatever your business target, our Advisory and CFO-level packages are curated to fit your business needs. We recognize every business is different, and our experienced team is ready to respond with unparalleled support… and this is where we excel… by working with our clients so that we can use their numbers to support better and faster business decisions. Whether you need to scale up, down, or around we help execute your overall financial management and strategy so that you can achieve your financial dreams.
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Bronze
Bronze
Lendefied Inc

Lendefied Inc

About UsAt Lendefied, we are dedicated to empowering business owners with the financial tools and executive expertise they need to grow and thrive. With years of experience in financial services, business strategy, and C-Suite operations, our mission is to simplify access to capital and provide businesses with the leadership they need to achieve success.What We DoLendefied serves as your single source for capital, offering a variety of tailored funding solutions to meet the unique needs of your business. But we don’t stop there. To ensure your business is set up for long-term success, we also provide 12 months of complimentary C-Suite services when you work with us for your financing needs. Our team of experienced CFOs, CMOs, CTOs, and CSOs delivers unparalleled strategic guidance, helping businesses navigate challenges and seize opportunities.Our VisionWe believe every business deserves access to expert advice and flexible funding. Whether you're looking to expand, manage cash flow, or invest in new opportunities, Lendefied is here to simplify the process and drive your business forward.Why Choose UsComprehensive Financial Solutions: From loans to funding strategies, we provide customized options that suit your needs.Experienced Leadership: Our team has decades of experience in small business development, finance, and operations.Exclusive Benefits: Gain access to 12 months of complimentary C-Suite services, adding value to your investment.Client-Focused Approach: We prioritize building relationships and tailoring solutions to help your business achieve sustainable growth.Meet the TeamOur leadership team combines expertise in marketing, finance, and business management. From forging strong banking relationships to driving strategic partnerships, we’re passionate about supporting businesses of all sizes.Let’s work together to unlock the potential of your business.
5.0
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Partner
Partner
JB Advisory Group, LLC

JB Advisory Group, LLC

JB Advisory Group, LLC is a team of financial professionals who create prosperity.Our mission is to provide accurate and timely financially driven information and insights which stabilize, strengthen, and refine business processes while maintaining efficiencies, security, and compliance.We generate business growth and personal fulfillment thus providing peace of mind for your business, so you can do what you love.We help with all the financial aspects of running your business. From bookkeeping & payroll to custom growth strategies, JB Advisory Group is here for you. JB Advisory’s team members possess decades of combined experience in accounting and financial services, as well as a high level of expertise in business advisory services and tax services. We are dedicated to helping you solve problems, make more money, and succeed in your business, together.PRACTICE EXPERTISEJuliebeth Malone is the owner and founder, holds an accounting degree, and is a QuickBooks Elite ProAdvisor with 20 years of experience in QuickBooks Desktop, QuickBooks Online, Xero, and others. Currently we work with over 160 clients in many industries.Of the 7 service providers on Team – 5 members have accounting degrees, 1 is a CPA, and all are QuickBooks Online Advanced Certified ProAdvisor's.We have 85 years of accounting experience.We leverage cutting-edge technologies to provide our clients with modern, timely, and secure access.We interpret financials to provide clients actionable management insight and advice. CLIENT EXPERIENCEA dedicated Account Manager (AM) with monthly meetings.Clear pricing with preauthorized ACH. No billing surprises.Secure Document storage, Exchange, and Digital signing and ask questions.Easily schedule time with your AM.We securely store logins to banks, credit cards, software, and can lock out access.Discounts on QuickBooks Online and other essential subscriptions.Seamless service: If your AM is away, we still deliver. DELIVERABLESMonthly Work and Financials including:Bank, credit card, and loan account transaction coding and reconciliationBalance Sheet, PNL, GL, Cash Flow, Categorization sheetYear End;1099 Prep and Tax Return Backup documents to your CPA including:Account ReconciliationsVerification of payroll liabilities, taxes, and wagesDepreciable asset ListCapitalization table-investor amounts by date with payoutsSales and Employee reports by stateFor Bookkeeping Plus and Advisory clients – we provide deeper financial reporting and advice.
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