Best Cash Flow Management Services in Research Triangle

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Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:Prorata Accounting and Consulting LLC stands as a trusted partner for businesses and individuals seeking reliable, professional, and forward-thinking financial services. Based in New Jersey and serving clients across the United States, we specialize in audit and assurance, taxation, outsourced accounting, and strategic business consulting. Our dedicated team brings together years of industry expertise, offering personalized solutions that align with your financial goals and compliance needs. Our mission is to simplify financial complexities, minimize tax liabilities, and help you make sound decisions that drive long-term stability and growth. We understand that every client is different, which is why we take a tailored approach—whether you’re a startup laying your foundation, a mid-size business scaling operations, or a well-established firm navigating changing regulations. At Prorata, we go beyond numbers. We build lasting relationships rooted in trust, accuracy, and proactive support. By staying ahead of regulatory updates and industry trends, we ensure your financial systems remain strong, compliant, and optimized for performance. Let us help you turn financial clarity into confident action. When you work with Prorata Accounting and Consulting, you gain more than an accountant—you gain a strategic advisor committed to your success every step of the way.Read more

Neighborhoods:Trevarno, Abbott Loop, Airport Heights, Basher

From the Business:I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively empowering families through his Financial Literacy Campaigns for the past 6 years, comprising both in-person and virtual Zoom sessions. Through his campaigns, Giri has positively impacted over 7000 families and aspires to reach 1 million families over his lifetime. Residing in California with his wife and two sons, I am dedicated to supporting families in their pursuit of financial independence. Serving as a mentor and coach to numerous individuals nationwide, I am deeply committed to spreading financial literacy and offering guidance across various aspects of personal finance. Join me in my mission to help families realize their financial aspirations and secure a prosperous future! I am seeking like-minded individuals to partner with me in expanding my initiatives! Reach out to me through my calendar at Calendly.com/lankipalle.Read more

Neighborhoods:Guadalupe River Trail, Abbott Loop, Airport Heights, Basher

From the Business:Alam One Stop Tax and Accounting Services in San Jose, CA offers a variety of financial services to make your life easier. We provide Tax Preparation and Accounting Services. Tax firm owned by Mahbub Alam.Services offered include: Bookkeeping, Payroll Preparation, IRS Representation, Tax Preparation, Sales Tax Preparation & H-1B Visa Preparation. At Alam One Stop Tax and Accounting Services, we take pride in providing the San Jose community with trusted, professional tax, accounting, and payroll solutions. Since our establishment in 2015, we’ve built a reputation as one of the most reliable accounting firms in the area. Locally owned and operated, we have dedicated ourselves to making tax season, payroll management, and financial planning as stress-free as possible for individuals and businesses alike.With over a decade of experience, we’ve seen firsthand how overwhelming managing financial obligations can be. That’s why we believe in a team approach, working closely with our clients to ensure their financial health is properly managed. Our knowledgeable team combines years of experience and diverse backgrounds to deliver a comprehensive suite of services. Whether you’re filing taxes for the first time, running a business, or need ongoing payroll support, Alam One Stop Tax and Accounting Services is here to help.At Alam One Stop, we understand that navigating financial services can feel overwhelming. That’s why we approach each client with understanding, providing customized solutions that are specific to your unique financial situation. We’re not just about numbers; we’re about people and their long-term success. We invite you to discover the power of our services and experience how we can make your financial world easier to manage.Read more

Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:Kumar Accountancy CPA, based in Elk Grove, California, is a trusted and professional accounting firm dedicated to delivering exceptional financial services with integrity and care. Guided by the principles of professionalism, responsiveness, and quality, the firm has built a strong reputation for serving individuals, families, and businesses with precision and personalized attention. With a deep commitment to professionalism, the team at Kumar Accountancy CPA continuously enhances its expertise by staying updated on the latest tax laws, financial strategies, and cutting-edge technologies. This ensures that every client benefits from reliable, accurate, and forward-thinking solutions. Responsiveness is at the core of their client relationships. Beyond tax season, Kumar Accountancy CPA supports small to medium-sized businesses, entrepreneurs, and individuals year-round, addressing financial concerns promptly and effectively. Their clients can rely on timely communication, comprehensive guidance, and a proactive approach to solving challenges. Above all, Kumar Accountancy CPA is dedicated to quality. As trusted advisors, they go beyond numbers to provide meaningful insights that empower clients to make informed financial decisions. From tax planning and preparation to business consulting and financial advisory, the firm is committed to turning vision into measurable value.Read more

Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy. Our personal financial tax-planning services offer an objective, comprehensive package for individuals. Some of these plans include Deferred compensation, timing of charitable contribution, alternative minimum tax, retirement investment, rental income and expenses.Read more

Neighborhoods:Tottenville, 5401 North, Abbington Ridge, Addison Reserve

From the Business:Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage money and grow your wealth in tax efficient manner.Read more

Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Leave the number crunching to us. When you are ready to learn more about what we can do for you, we encourage you to contact us for a FREE, no obligation consultation.Read more

Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt

From the Business:Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to delivering exceptional advisory services tailored to meet your specific requirements. Real-time FinanceFix is a seasoned accounting services provider with nearly two decades of experience catering to small businesses. Our array of services encompasses bookkeeping, accounting, reporting, tax filing, payroll, and expert advisory services. We are dedicated to helping small businesses thrive financially through our tailored solutions and expert financial guidance.Read more

Neighborhoods:Forest - Pruneridge, 5401 North, Abbington Ridge, Addison Reserve

From the Business:NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.Read more

Neighborhoods:Woodrow, Abbott Loop, Airport Heights, Basher

From the Business:Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms and developing techniques to minimize the extreme tax burden placed upon your business.Read more

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Ratings & Reviews for Cash Flow

perm_identityTam Tran
calendar_month3 weeks ago

I used FinAccurate for my tax preparation and while the actual tax work itself was accurate and professionally done, my biggest frustration has been with their lack of communication and follow-up. During the two tax seasons I used them, I often felt like I had to chase updates or initiate contact just to get basic questions answered. Meetings were only scheduled when I pushed for them, and even after being told I would receive follow-up on tax planning for the following year, I never heard back. This was disappointing, especially considering how important timely communication is when dealing with taxes. However, I do want to be fair. Their tax preparation is thorough and well put together. However, for me, the client experience fell short because responsiveness and proactive communication were missing. I tried to give them another shot because it seemed like they were making a solid effort to improve. They set up a zoom meeting to go over my current situation and see what plan I should purchase next tax season. But without any notice, they cancelled the meeting and emailed me various plan options with prices even though we didn't talk about my current picture. I ultimately decided not to continue with them for this reason. If you’re looking for accuracy in tax prep, they can provide that. But if you value responsiveness and consistent communication, my experience was that this is an area where the firm needs significant improvement.

perm_identitybhave Luthra
calendar_month3 weeks ago

Excellent service. Took such good care and handled all our taxes very meticulously

perm_identityKrina
calendar_month5 months ago

Best CPA i came across who has deep knowledge on tax returns and guide to right way. She is very professional and will explain in details about every options. I highly recommend her

perm_identityAmrutha Yalla
calendar_month

SureFinBiz Partners has been the most responsive, informative and helpful advisors i have come across. They know the business, and are very professional and knowledgeable. Definitely recommend them to all my friends and family.

perm_identityJyotsna Sharma
calendar_month

They are true professionals who will make you file your tax returns with proper guidance. They ensure discussing every point in detail before filing the taxes. Reasonable as per the professional services they provide. They do help you in case you want to register a Non-Profit organizations. They do provide lot of other expert accounting services.

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