15 results
Personal Financial Planning near Columbus, OH · nearest first
Nothing within 25 mi of Columbus, OH. Showing the nearest 15.
I provide financial clarity in life and business so others can show up more powerfully in what God has called them to do in this life. This is provided through fractional cfo and bookkeeping services for businesses and then a complete clarity and alignment review of financial goals vs reality for the personal side of finances.
Accountants · 43.4 mi · Serves nationwide · Chillicothe, OH
I have been in business 30 years handling bookkeeping, payroll, budgeting and income tax preparation for individuals and small businesses.
Accountants · 172.3 mi · Serves nationwide · Slippery Rock, PA
I coach people during new or challenging seasons of life based on Isaiah 43:19. I help them perceive the new thing God is doing in their life - we challenge old patterns, make plans and reach goals. My clients report peace, improved relationships, and personal and professional successes!
Life Coach · 274.2 mi · Serves nationwide · Lynchburg, VA
Faith‑Driven Financial Advisor | Helping Families, Christian Leaders & their Teams Practice Biblical Stewardship and Invest with Purpose | Charitable Giving & Philanthropy | Legacy & Endowment Planning
Financial Advising · 317.9 mi · Serves nationwide · Dumfries, VA
Alison M. Eddings, CPA helps small business owners and individuals legally reduce taxes, avoid costly mistakes, and keep more of what they earn. As a seasoned CPA specializing in tax planning, IRS compliance, and business strategy, she goes beyond tax prep — she creates year-round solutions tailored to your goals. Whether you need tax minimization strategies, guidance on the latest IRS rules, or support during an audit, Alison puts you in control of your financial future. Serving clients nationwide with personalized, plain-English advice you can trust.
Tax Services · 356.4 mi · Serves nationwide · Charlotte, NC
Financial Coaching & Tech Support Book a discovery call today to get your finances in order.
Financial Coaching · 504.1 mi · Serves nationwide · Massapequa, NY
Accounting firm that specializes in tax planning, tax preparation, advisory, bookkeeping, payroll and tax compliance matters.
Accountants · 537.5 mi · Serves nationwide · Mastic, NY
East Coast Tax and Financial Planning helps individuals and families in Vero Beach and throughout the Treasure Coast make more coordinated decisions about retirement, investments, income, and taxes. Led by Danny Howes, EA, RFC, the firm specializes in retirement-focused financial planning, wealth management, investment management, retirement income strategies, annuities, Social Security planning, Roth conversions, required minimum distributions, and tax-aware retirement planning. Our approach is designed to bring the financial and tax sides of retirement together, so clients can better understand how each decision may affect the bigger picture. We work closely with retirees, pre-retirees, and others seeking thoughtful, personalized guidance rather than one-size-fits-all financial advice.
Financial Advising · 864 mi · Vero Beach, FL
Coinonia is a tax and accounting business that helps individuals and organizations better understand and manage their finances. We provide tax preparation, bookkeeping, and accounting services while making sure our clients feel supported and confident in their financial decisions. Our goal is to build lasting relationships with our clients, provide honest and reliable guidance, and help them use their finances to reach their goals.
Accountants · 869.3 mi · Serves nationwide · Lakewood Ranch, FL
Full service company providing payroll, bookkeeping, tax prep, tax advisory and tax representation before the Internal Revenue Service. Offering will and trust preparation as part of our overall estate planning.
Tax Services · 903.3 mi · Serves nationwide · Palestine, TX
Accounting, payroll, life insurance, estate planning, and notary services.
Accountants · 914.3 mi · Serves nationwide · Dallas, TX
Ezer Kairos Financial Services LLC exists to be a "helper for such a time as this" — providing faith-driven accounting, fractional CFO services, and full-service tax preparation for businesses of all sizes, from local startups to multi-state, multi-million dollar companies, as well as individuals. Our services span everyday bookkeeping to high-level financial strategy, plus federal, state, sales, and payroll tax filing. Rooted in integrity and sound stewardship, we bring clarity, order, and confidence to every client's finances, no matter the scale.
Accountants · 937.4 mi · Serves nationwide · Mansfield, TX
We are a all-in-one stop for business. We create companies, protect your assets, mange your books, pay your employees, file your taxes. So you can focus on scaling your business.
Tax Services · 1000.6 mi · Serves nationwide · Miami, FL
BH CPA, PLLC is a trusted accounting and advisory firm built on integrity, accuracy, and genuine partnership. We believe strong financial guidance starts with understanding the people and businesses behind the numbers. Our commitment is to provide dependable, transparent, and thoughtful solutions while maintaining the highest standards of professional integrity. From accounting and tax services to assurance and strategic advisory, we approach every engagement with the same mindset: you matter, your goals matter and your success matters. Your Business Is Our Business.
Accountants · 1004.7 mi · Serves nationwide · Pearland, TX
Reformed Finance helps Christian families, business owners, and churches reclaim the banking function in their financial lives—rather than leaving it to outside institutions. Income alone doesn't build financial durability. Taxes, debt, interest, and inflation each claim a share of your cash flow before you get the chance to use it. The real question isn't how much you earn—it's whether that money simply passes through your life, or builds a source of capital you actually control. Through education and a personalized strategy, Reformed Finance helps clients control the banking function in their lives: storing capital, accessing it without liquidating it, and replenishing what's used so it stays available for the next need or opportunity. This is grounded in biblical stewardship, disciplined responsibility, and generational thinking. Stewardship covers everything God entrusts to us—including where capital is stored, who controls it, and what it builds over time. Reformed Finance provides ongoing education and support, from initial understanding through implementation and everyday use. Founder William Fullington is a ruling elder at Grace Covenant Reformed Church in Clovis, New Mexico, and a Nelson Nash Institute Authorized Practitioner. Schedule a free strategy call to see what greater financial control could look like for your household, business, or church.
Financial Coaching · 1173.6 mi · Serves nationwide · Clovis, NM