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Maloney + Novotny is one of Ohio’s largest full-service CPA and business consulting firms and celebrates 90 years of helping clients achieve their goals and financial success. The Firm provides attest, tax and advisory services through a long-term relationship built on trust and service. Maloney + Novotny is a member of Nexia International, a worldwide network of independent accountants, business advisors and consultants.
Our Firm Effectus Group is an accounting advisory consulting firm headquartered in the San Francisco Bay Area. Our firm is comprised of former PwC, D&T, EY, and KPMG alumni and former public company finance executives. Our professionals have advised the accounting, finance, and corporate development teams of the world’s most exclusive companies. How We Are Different With so many consulting firms that all claim to do the same thing, does it really matter which firm you choose to engage? We know that it matters and we will show you how Effectus Group is different than all other firms you have worked with.
Stenson Tamaddon is a compliance-first, technology-enabled financial solutions firm, headquartered in Phoenix, Arizona, that provides customers with accurate, compliant, and hassle-free solutions for maximizing tax credits and government incentives - allowing business owners to unlock the full potential of economic relief programs and specialized tax incentives.
HR Business Solutions (HRBS) is a leading provider of comprehensive HR services, offering tailored solutions to businesses since 2019. Our expert team specializes in recruitment, payroll outsourcing, HR outsourcing, employee verification, and business process outsourcing (BPO). We also provide advanced HRIS solutions, corporate training programs, and strategic HR consultancy services. With a commitment to excellence and a client-focused approach, HRBS delivers high-quality HR solutions that simplify your tasks, enhance productivity, and allow you to focus on growing your business.
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Our Vision To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future. Our Mission To empower financial services entrepreneurs with the tools they need to help families have better futures. www.worldfinancialgroup.com
Initially founded as a traditional accounting firm in 1984, LBMC has become the largest professional services solutions provider based in Tennessee. As a top 50 accounting firm in the country, we’ve become industry leaders in accounting and finance, human resources, technology, risk and information security, and wealth advisory services for both businesses and individuals. Through all the growth and change, one defining trait has always remained the same: the genuine southern hospitality we bring to every client. Truthfully, we can’t imagine doing business any other way. Our belief in delivering dedicated personal attention to every client allows us to maintain the responsiveness of a regional firm, while offering the expertise of a national provider. For us, a high standard of service isn’t just a priority — it’s a non-negotiable. And this commitment has served us well. LBMC, a Forbes 2022 Top Recommended Firm, has been named a Fortune Certified Great Place to Work as measured by employee feedback in the Trust Index™ Survey. The certification is a result of the Great Place to Work U.S. National Employee Engagement Study in which more than 90% of LBMC team members rated the firm as a Great Place to Work. LBMC has won many awards this year including the 2021 Pacesetter in Growth by Accounting Today and we are on pace to a comparable growth rate this year. We are looking for top talent to fill these new roles on our ever-growing team! And if you are looking for a new opportunity to grow working alongside with an award winning team and clients that you love, contact one of our recruiters.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
CSI Accounting and Payroll is an award winning small business accounting firm focused on coaching, advising and consulting small businesses to grow. Whether you require monthly or annual accounting support, our team will work with you to ensure your financial needs are being addressed and your goals are achieved. Our specialists will handle bookkeeping services, issue financial statements, prepare tax returns and assist with tax planning—all services performed in real-time. We can also handle your payroll management. Always leveraging our advanced technology platform to move best practices forward, we offer timely and accurate financial reporting and advice, accounting software training and support, critical analysis of your operational systems and more. We know the demands of your busy lifestyle, so offering 24/7 online access to your financial data just makes sense. Log on and securely down load the information needed anytime, anywhere. CONTACT US TODAY: • [email protected] • 952.927.4011 • www.csiaccounting.com
Fidelity Payment Services is a leading global payment processor and payment solutions provider for businesses across the U.S. and Canada. As one of the largest merchant service providers in the Northeast, Fidelity is chosen by merchants across all industries for its competitive processing rates, advanced and customizable payment technology, security and fraud protection expertise, and superior customer support. Built on top of our own Cardknox payment gateway, Fidelity provides you with one streamlined solution for the best in secure payments across in-store, e-commerce, unattended, and mobile. With our expansive knowledge of industry trends, the latest technologies, and customer preferences, Fidelity successfully equips businesses with the solutions they need to thrive in a crowded marketplace.
WealthBlock is a fintech firm that built the industry's #1 white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution streamlines processes and increases productivity by 10x. Currently, WealthBlock supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the platform to market private offerings to investors including Reg D, A+, S, CF, debt, equity and funds across various asset classes (real estate, farmland, technology, cannabis, etc.). **WealthBlock.AI LLC is listed in the FINRA Compliance Vendor Directory**
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Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Our firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.
Small Batch Standard is the premier financial agency built to serve the craft brewing industry. We help craft breweries grow profits through outsourced accounting, tax planning and filing, and growth consulting.
Cornerstone Bank is a full service community bank serving the great Kansas City area. We proudly offer a full compliment of banking services including internet and mobile banking, mortgage and home equity loans, 24-hour banking and a variety of other services for you and your business. "Serving You First" is not just our mission statement but also our daily mission. We realize that our valued customers have many banking options and that we must earn their business each and every day. We take pride in doing so. Member FDIC | Equal Housing Lender
$400+B AUA | 450+ Clients | 1,600+ Investment Funds or Accounts | 825+ Employees | 11 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts • PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com. 8047 UFS 7/24/2019
Pursuit Software helps clients leverage Information Technology to solve a wide array of business problems. We have over a decade of experience providing Information Technology (IT) services to leading companies in the United States and abroad. We have strong expertise in the following IT areas: Industry-Specific Solutions At Pursuit, we are always focused on solving business challenges, specifically in the following industries * Financial Services * Telecommunications * Healthcare * Transportation Ther are few specific technology horizontals that we specialize in: Niche Applications Development * Business Intelligence Application Design and Development (Warehouses, Marts, ETL Frameworks ...) * IT Integration Architecture, Design and Implementation (Middleware & Messaging, Web Services, SOAs ...) Quality Assurance and Testing * QA Process Strategy & Process Optimization * QA Organizational Strategy & Design, Skills Gap Analysis, Staff Modeling * Configuration Management, Defect Management, QA Metrics Management * Test Automation Excellence, Tool Selection & Implementation, Tools Training * Niche Application Testing IT Process Improvement * IT Best Practices Mentoring and Implementation (RUP, Extreme Programming, Classic SLDC) * IT Process Improvement Planning and Implementation (CMMI) * IT Organization Design, Team Building and Mentoring (PSP, TSP)
Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and their clients with branches from coast to coast. The company was founded in 2005 by its then parent company, Asset Marketing Systems. Now part of a family of companies, including multiple broker-dealers, RIAs, and FMOs, independent advisors have the opportunity to bundle business services as registered representatives, investment advisors, and insurance agents through one comprehensive platform. With unique marketing programs and customized sales training designed to deliver innovative systems, MAS brings financial advisors a best-in-class financial services experience. Securities and Advisory services are offered through Madison Avenue Securities LLC. (MAS) A Registered Investment Advisor, Member FINRA/SIPC.
At Pennymac, we pair diverse teams of industry-leading mortgage professionals with smart, passionate Engineers to drive both innovation and success. Staying current and enhancing today’s modern technologies allows us to provide world-class solutions for our customers and associates and to empower best-in-class customer experiences in the financial services industry. No time to apply right now? No worries! Send us your resume at [email protected] with the position you're interested in. Our tech recruiter will reach out to you.
Caribou is an auto fintech platform dedicated to saving customers an average of over $100 a month on their car payments. Headquartered in Washington, DC, Caribou offers auto loan refinancing and auto insurance through a seamless and transparent process, leveraging partnerships with trusted lenders and insurance providers to bring customers great rates and lower monthly payments. Caribou was incubated by QED Investors, and is backed by Goldman Sachs, Moderne Ventures, Accomplice, Link Ventures, Motley Fool Ventures, CMFG Ventures, FireBolt Ventures, Gaingels, and others.
We build, advise, and invest in awesome companies. We are the result of entrepreneurs collaborating to create a vision greater than the sum of its individual efforts. With a team of designers, developers, and marketers versed in various aspects of startups, we have an eye for products and companies that can be molded into highly successful business ventures.
System Six is a modern, remote, cloud-based finance & accounting firm focused on two equal missions: (1) providing dream accounting careers to our team members, and (2) freeing up our customers' time so they can focus on their business, their family, their non-profit or wherever their interests lie. For our team, this means we are constantly focused on building and maintaining a fantastic culture characterized by joy, collaboration and flexibility. We strive to pay at the top of the industry, provide learning and growth opportunities, and never ask our team to take on more than they wish. We're not an accounting firm of old. Of equal importance, we utilize a team-based service model and an obsession with process to deliver excellent outsourced accounting, bill pay, payroll and advisory services to our clients. We love finance and accounting so you don't have to, and we strongly believe our clients' success is our success. Today our clients represent over $200M of annual revenue, 1,000+ jobs and millions of non-profit spend in needy communities. We take great pride in supporting these organizations and use the best in modern cloud-accounting tools to remotely manage any and all finance and accounting needs. If joining us as a team member or working with us as a client, please reach out. We'd love to talk! Jobs @ https://systemsix.hire.trakstar.com
