Best legal & finance professionals

Pablo Prado Marrón

Nos Conocemos y Revisamos el Estado de la Contabilidad, Finanzas y el Control de Negocio en tu Empresa

¿Que vamos a revisar?➜ Sector de tu empresa➜ Tamaño de tu empresa (Facturación, Nº Empleados, unidades de negocio...)➜ Las claves del negocio y de vuestra propuesta de valor➜ Estado actual del área de contabilidad y finanzas➜ Tenéis un presupuesto, modelos de control de negocio, métricas...➜ Estado de la financiación y procesos¿A quién va dirigido?➜ PYMEs / Start-ups de 0-500mil euros de facturación que no tienen Director Financiero interno ni externo y sólo tienen una gestoría/asesoría➜ PYMEs /...

Taxsmartermo

Premium Consultation

Our Premium Consultation provides a comprehensive, in-depth analysis tailored to your financial or business needs. This consultation is ideal for individuals or business owners who require advanced tax strategies, detailed bookkeeping solutions, or want to optimize their financial management. We'll dive into your business structure, long-term goals, tax planning, cash flow management, and any specific challenges you face. You’ll receive a customized strategy and actionable steps to elevate your...

NAF Black Impact

30-Minute Mortgage: Credit Score Boost!

We're Spilling the Tea for Free!Thinking about buying a home but worried about your credit score? You’re not alone. We’re pulling back the curtain on what REALLY impacts your score and showing you quick fixes and long-term strategies to get it mortgage-ready.If you’re asking:“What credit score is needed to buy a house?”“How can I boost my credit before applying for a mortgage?”“Does a higher credit score get me a lower mortgage rate?”👉 This FREE, class has the answers!Why Pull Up?✅ Because kno...

Jeremy Christensen

VIP Half Day

Join me for a 4 hour 1:1 consulting session tailored to your Expat financial needs. We'll conduct a thorough analysis of your current financial structure and develop a personalized, tailored plan to safely and efficiently reorganize your finances for a seamless Expat transition.I'll provide custom recommendations for Expat-friendly financial institutions, account types, useful financial apps, common scams/pitfalls, and discuss how to keep your money safe from scammers but fully accessible to yo...

Edwin Hernández • Adactia Seguros

Consulta Ahorro/Retiro 5 años • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Plan de Ahorro o Plan Personal de Retiro Deducible.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos con segurosSeguros de ahorro individuales y...

Brad Hamblen

Annual Mortgage Review Call

I am here to review your loan for any opportunities to save on your loan or plan for a future purchase. On the call we will share 3-4 strategies to educate you further on.Please email me a copy of your most recent mortgage statement in advance of the call.([email protected])Looking forward to reconnecting with you!

Neil Sargisian

💼 Book Your 30-Minute Business Financing Consultation

Highbrow Capital–Business Finance Consult Schedule a complimentary 30-minute video consultation with a Business Finance Broker at Highbrow Capital–Business Funding Solutions–a brand of Ecom Economics, LLC.Looking to fund your next stage of growth? Whether you’re launching, expanding, or navigating cash flow challenges, we’ll explore financing options tailored to your business goals—including working capital, lines of credit, equipment financing, and more.✅ What to Expect:A focused conversation...

Marian

Business Finance or Tax Strategy Consultation

Need help making a smart financial decision for your business? Whether you're thinking about buying new equipment, planning for tax season, or just want a clearer picture of your numbers—this call is for you.During our session, we’ll:✅ Review your current situation or purchase decision✅ Discuss tax strategies like Section 179 or depreciation✅ Explore whether financing or paying cash makes the most sense✅ Map out next steps that align with your goals and cash flowTo make our time together as...

Dr. Cozette M. White

Tax Pro Power Call: Software, Profits & Protection!

Ready to stop overpaying for tax software and start keeping more of your refund advance profits?On this free Tax Pro Power Call, we’ll walk through how Curative Tax Software helps tax professionals like you:Keep more of your bank product feesStay compliant with IRS due diligenceGet real mentorship to grow a profitable, audit-ready tax officeThis isn’t just a demo. It’s your first step to running your office like a CEO.

Cory Burnett

Follow-Up

This booking is used for many reasons, such as: - Answering important questions after discussing financial concepts and / or the way ahead for your financial journey, - Implement recommendations and solutions to lift you closer to your financial goals.  - Complete any unfinished recommendation implementation towards your financial goal. - Revisit all strategies implemented to ensure timelines are being followed. We strive to answer all questions and help you get to your desired financial outc...

Cory Burnett

Financial Needs Analysis

Are you where you thought you would be financially? Are you satisfied with the balance in your savings and retirement accounts? Do you have the time to do the things you've always wanted to do? When was the last time you took a thorough look at your finances? Schedule a compliementary financial needs analysis to determine where you are right now, and where you can be.

Peter Tsambounieris

Investment Policy Statement Delivery

We will deliver your Investment Policy Statement, discuss your portfolio's structure and reiterate your goals.We will discuss the account opening and next steps

Ryan Patrick Hunt

Discovery Call for Veteran Business Lending

Book a Call with the Veteran Lending Team 🇺🇸Welcome! The Veteran Lending Team is dedicated to helping veteran-owned businesses grow, scale, and thrive. Whether you're just starting out or expanding operations, we offer a full suite of funding solutions tailored to your needs — including commercial lending, lines of credit, equipment financing, SBA loans, and more. ✅ Fast, veteran-friendly lending ✅ Personalized funding strategies ✅ Support from a team who understands your missionChoose a time...

KC de Guzman

Financial Planning

Let’s make your money work for the life you want.🔎 New here? Learn more about me.In this session, we’ll talk about your financial goals—and focus on what matters most to you. Whether that’s:Risk planning (how to protect your income)Wealth planning (how to build and grow your money)Estate planning (how to prepare your legacy)We’ll explore the best strategies and financial instruments that match your needs.This is a personalized consultation, not a one-size-fits-all approach. It’s a two-way conve...

Martine Veltman

IB aangifte meeting 45 min.

IRS Reply

IRS Case Status Update Call

Let’s review any updates or correspondence we’ve received from the IRS regarding your case. We’ll explain what it means and discuss what’s next.

ISA Consultora Contable y Fiscal

(1) MI PRIMERA VEZ CON EL SAT

¿ES TU PRIMERA VEZ CON EL SAT?¿Estás a punto de comenzar tu primer trabajo?¿Vas a emprender o a darte de alta por primera vez ante el SAT?Entonces esta cita es para ti. 💡Sabemos que entrar al mundo de los impuestos puede dar miedo o parecer complicado,pero no estás sol@ en esto.En esta asesoría personalizada te explicaré de forma clara, sencilla y sin juicios:✅ Qué trámites debes hacer✅ Qué obligaciones tienes✅ Cómo cumplir sin enredos ni multas✅ Y cómo empezar con el pie derecho tu camino...

True Values Global Corporation

Taxes and Book Keeping

Join True Values Global Corporation for a focused 30-minute session on Taxes and Book Keeping. This concise briefing will cover essential tax and accounting practices, highlighting key processes and compliance considerations to keep your records accurate and up-to-date.Attendees can expect a clear overview of core tax and bookkeeping tasks, practical tips for efficient record-keeping, and a formulation of next steps to streamline financial workflows within your organization.

Shelly Clark, EA - Tax & Business Services

In-Person Tax Prep – Reserved Appointment

You’re booking an in-person tax preparation session. This appointment is reserved exclusively for you and is designed to complete your tax return in one visit whenever possible. It’s ideal if you prefer face-to-face conversation, want to review documents together, or have questions that are easier to walk through in person.To make the most of our time, please bring all relevant tax documents with you to the appointment. If you’re able, uploading documents to your secure client portal in advance...

Taxsmartermo

TAX EXTENSION FILING

Overview: Secure an IRS extension with a streamlined approach that keeps you compliant and protected from late filing penalties. This 15-minute session covers federal extension filing (Form 4868), a basic income review for estimated tax guidance, and immediate submission to meet the IRS deadline.What to expect: A concise extension filing process, a clear outline of estimated tax considerations, and confirmation that your extension is officially in place. A $50 credit will be applied toward your...