Best Cash Flow Management Services in Washington, DC

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Neighborhoods:Adams Morgan, American University Park, Anacostia, Arboretum

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

Giri Lankipalle - Financial Services

Giri Lankipalle - Financial Services

location_on Serving the Washington Area
  • 5star3 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
  • CA License: 0M66577

Neighborhoods:Trevarno, Adams Morgan, American University Park, Anacostia

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, Adams Morgan, American University Park, Anacostia

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:Adams Morgan, American University Park, Anacostia, Arboretum

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, Adams Morgan, American University Park, Anacostia

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:Adams Morgan, American University Park, Anacostia, Arboretum

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:Adams Morgan, American University Park, Anacostia, Arboretum

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, Adams Morgan, American University Park, Anacostia

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, Adams Morgan, American University Park, Anacostia

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

  • Services Avg - $200

Neighborhoods:Douglass Community, Adams Morgan, American University Park, Anacostia

From the Business:With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five countries in the Financial Services, Tax, and accounting. With extensive experience in the mortgage banking industry, strong foundation of securities, knowledge in equities, bonds, strong analytical skills and strong accounting/finance experience. Make an appointment now or call for more information!Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Texas City, TX. Venkatarami Reddy, CPA, based in Texas, is a seasoned financial expert with over 5 years of experience, offering a wide range of accounting and financial services. Specializing in Accountant Services, Banking Services, Investment Management, Tax Consulting, Tax Preparation, Bookkeeping, Multinational Accounting, and Payroll Processing, I provide comprehensive solutions for both individuals and businesses. My services extend to areas such as IRS representation, estate and retirement planning, financial forecasting, and international tax consulting. With a strong focus on personalized attention, I help clients navigate complex tax laws and financial regulations. Whether you need help with financial statement analysis, business succession planning, or incorporation services, I’m available 24/7 to offer expert guidance tailored to your needs. My goal is to provide efficient, reliable financial support to help you achieve long-term success.Read more

From the Business:Rakesh Agarwal, CPA & LLM Born and raised in India, Mr. Agarwal emigrated to the United States after practicing both accounting and law overseas. He completed a Master of Law degree from Touro College in New York and is a Certified Public Accountant in both New York and New Jersey. Rakesh has represented both small and mid-sized companies with sales ranging from $10 million to $350 million, as well as working with those owned by multi-billion dollar conglomerates. His educational background and global business experience provide his clients with a broader perspective on effective financial management, increased efficiency of operations and innovative solutions with a path to heightened profitability. Mr. Agarwal is a member of the American Association of Attorney-CPA’s and the NJ Society of CPA’s. He has been honored with the Award for Exceptional Services to the Public and Community by Touro College and has served on the Governor’s Advisory Council. Since 1995, we have served the business community with high level tax, accounting and business advisory services. With offices in both mid-town Manhattan, NYC and Edison, NJ, the principals have served companies on both the East and West Coast, as well as those conducting business overseas. Taxes: We have a stellar reputation in devising and executing strategies for tax mitigation and wealth preservation and we are historically known for staunchly defending our clients in disputes with the Internal Revenue Service with great success. Mr. Agarwal’s credentials in both accounting and law uniquely qualify him to secure the best possible outcomes for his clients. More than Just Taxes: As business advisors, we have assisted our clients in developing operational efficiencies that have contributed substantially to their growth. The firm has served clients in a variety of industries from pharmaceutical, media, real estate, retail to manufacturing and distribution. Experienced at mergers and acquisitions.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Livermore, CA. I specialize in Bookkeeping,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,Investment Management,IRS Representation,Long Term Care Insurance,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesAs a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals.Read more

From the Business:At Verma CPA and Associates, a DC Metro area CPA firm, we provide a wide variety of Accounting, Tax, Business Valuations, and Advisory services to meet the needs of our Business and Individual clients. Our certified public accounting (CPA) services make financial decisions easier and help you focus on business growth. We stay updated on tax laws to ensure you get all applicable deductions and incentives. We also offer customized services for small businesses in industries like Construction, Government Contracting, Restaurants, Medical Practices, Accounting firms, Information Technology, Business Development, Law Practices, Real Estate, Other Professional Services, and Retail Businesses.Read more

From the Business:I provide one of the most distinguished Financial Services throughout USA. I specialize in Financial Planning, Cash Flow ,College Planning/529, Estate Planning, Financial literacy, Financial Advisor, Investment Management, Life insurance (Term, IUL, VUL, Whole Life), Final expense, Personal Tax planning, Long Term Care Insurance, Notary Services, Personal Tax Planning, Retirement Planning, 401K, Mutual funds, Group Health insurance, Business Tax savings Planning, Employee benefits, Workers compensation. Read more

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Ratings & Reviews for Cash Flow

perm_identitybhave Luthra
calendar_month4 days ago

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

perm_identitySanthosh Anand
calendar_month1 week ago

Goodlife Financial Services has been super easy to work with, very responsive and on top of their game. Would recommend to families looking to stay on top of their finances

perm_identityKarissa Roulhac
calendar_month1 week ago

Vini and her team manage the books for several bussinesses I assist with. They have been great to work with. They are very efficient and have quick response time to any additional needs and all at a very affordable price. Also Jack, helped us with a long unresolved tax discrepancy and was able to get a significant amount of money back to us that we had overpaid the irs. So grateful for them.

perm_identitytricia soliman
calendar_month1 year ago

Maria has been doing my taxes for the last few years and has done a tremendous job! She is very knowledgeable and thorough.

perm_identityJyotsna Sharma
calendar_month1 year ago

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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