One Place Financial
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About
Founded in 2014, One Place Financial is based in Bellflower, CA, and serves the surrounding areas. The company is a one-stop shop for financial and insurance services, catering to both individuals and businesses. Services include tax preparation, financial planning, and insurance coverage for auto, home, business, life, and health. They also assist with business consulting, ITIN applications, and auto registration. Personalized and year-round service is a hallmark of their business. One Place Financial is committed to providing the best solutions tailored to the needs of its clients.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Consulting
Hr And Payroll
Seo Consulting