It’s Time to Take Charge of Your Finances - Mind Over Money
We are a financial services agency. We primarily serve women entrepreneurs with investment advice, accounting, tax, and insurance services.
Finance
Monarch Point Consulting Group - Brian Dapelo
Monarch Point Consulting is a strategy consulting firm that specializes in helping financial services and private equity firms increase profitability and performance in 6 months or less through strategic planning, transformation, and program management.
Helping You Understand Money - Brittany McKnight
We provide coaching-based accounting services to entrepreneurs who desire to impact the world positively. At this point, most of our clients are service-based companies which a concentration in construction and med spas.
Grow Your Business Using the Right Capital - Kim Folsom
My business is Founders First Capital Partners. We provide revenue-based financial services for diverse-led founders — businesses owned by women, people of color, LGBTQIA+, and veterans, as well as those operating in low-to-moderate income areas or having inclusive hiring practices.
Sunbelt Business Brokers of Naples - Joe Alter
Sunbelt of Naples, Ft. Myers, Sarasota, and Miami is a professional Mergers and Acquisition firm with 7 Business Brokers who work with the owners of middle market and main street businesses in Florida and other states.
Real-time Tax Planning Solution - Reconcile
Reconcile is a real-time tax optimization platform for accountants and advisors to provide proactive guidance for their clients who have stocks, crypto, employee stock option, and a mix of other investments.
Helping You Improve Your Financial Health - Nicovanna Shannon
We focus on educating individuals and small businesses on financial literacy fundamentals. We coach, train, and develop individuals and small businesses on how to use financial literacy best practices to stable out and become financially secure.
The Closing Docs - Mark Fiebig
The Closing Doc is an automated income verification that accelerates and simplifies the delivery of trusted net income analyses for property managers, consumer lenders, and their applicants.
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