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Founded in 1996, Financial Sense, LLC, located in Darien, CT, offers expert daily money management services to individuals and families both locally and nationally. They specialize in personal bookkeeping, bill payment, income and expense tracking, and financial reporting. Financial Sense, LLC was established to help clients understand and manage their personal finances, giving them peace of mind and freeing up their time. They use technology to provide these services in a remote, efficient manner. Whether you're looking to organize your financial records, monitor your wealth, or better understand your spending habits, Financial Sense, LLC ca

Founded in 2014, P&K CPAs LLC is a reputable accounting firm located in Parsippany-Troy Hills, NJ and its surrounding areas. They are renowned for their technical accounting and consulting services, tailored to each client's unique needs. A distinctive feature of P&K CPAs LLC is the direct involvement of the firm's partners in every engagement, ensuring a high level of expertise and personalized attention.

Founded in 1987, Wallace Investments, based in New York and serving surrounding areas, has proven to be a trusted partner for individuals and families seeking to protect and grow their assets. Their unique, proprietary investing approach has consistently outperformed most hedge funds, providing clients with higher income from their 401k, IRA, and other investment accounts. Besides investing, the firm offers a full range of accounting services, tax preparation, and business consulting. They pride themselves on their commitment to putting their clients' interests first, offering personalized financial planning with a focus on income replacement

The Marchese Group LLC, established in 2009 in Ramsey, New Jersey, is an accounting firm offering personalized services for individuals and small to medium-sized businesses. Founded by Ron Marchese with over 30 years of experience, the firm prides itself in providing timely services at reasonable costs. Their expertise includes audits, strategic business planning, employee benefits planning, cash flow management, and small business accounting consultations. The Marchese Group is dedicated to offering sophisticated, custom-fit solutions for all their clients' unique needs.

Founded in 1989, James P. O'Day C.P.A., P.C. operates in Glen Head, NY, and the surrounding areas. As a leading firm in the region, they offer a blend of personal service and expert advice. Their services range from accounting and auditing to cash flow management, business valuation, and strategy planning. They are also adept in handling IRS problem resolutions, estate and trust matters, and business formation. Their dedication to helping clients make informed financial decisions is what sets them apart.

Kiwi Partners Inc., founded in 2004, is a reputable company located in New York, NY, and its surrounding areas. They are committed to providing high-quality Accounting, Consulting, and HR services, primarily to the nonprofit sector. With over 500 clients, Kiwi Partners focuses on taking on the necessary work, allowing clients to concentrate on their mission and contributing to a better society.

Dimov Tax delivers comprehensive CPA services tailored to your personal and business needs. Founded in 2008, we’ve grown to become a trusted partner for tax resolution, planning, strategy, and filing. Our expertise extends to due diligence, forensic accounting, and business accounting services.

Schulman Lobel, founded in 2001, is a unique accounting and consulting firm based in New York, NY and Princeton, NJ. They offer a wide range of financial and management strategies to clients not only in the United States but also internationally. Their services range from general ledger setup, company audits, and tax planning to estate planning and investment oversight. The firm is known for its personalized attention, and has a history of representing top talents in performing and creative arts.

Michael Koloden CPA PC, founded in 2008, is a licensed Accounting firm in both NY and NJ, serving clients in Spring Valley and Brooklyn, including surrounding areas. The firm offers a diverse range of services for business owners, executives, and independent professionals. With a focus on affordability and friendliness, they provide personal service to clients. The firm's expertise extends to specialized services such as tax preparation and QuickBooks training, under the guidance of Certified Public Accountant, Michael Koloden.