Financial Management Consulting locations near Mountain View, CA

Showing 1–10 of 10 results

Teknowledgies, LLC

📍 1030 E El Camino Real, Sunnyvale, CA, 94087

📞 408-691-0394

Teknowledgies, LLC, is a Silicon Valley-based consulting service. It was founded by Kim Lain and Tom Doherty who, collectively have over four decades of experience and expertise to offer. Our goal is to provide exceptional business consulting services to companies of all types and sizes. PROVIDING CONSULTING SERVICES IN ACCOUNTING AND FINANCE Teknowledgies offers accounting and finance consulting including financial analysis, budgeting, forecasting, costing, risk management, financial system integration, metrics/scorecard development, and policy/procedure implementation. In addition we can develop and exercise complex monetization models to drive sales, including strategic and tactical plans supported by business/financial analysis. We will create ROI models utilizing multiple revenue streams and go-to-market strategies to support product and service launch decisions and long-term results. Kim Lain is the lead consultant on all accounting and finance projects. DELIVERING CONSULTING IN PRODUCT MARKETING AND MANAGEMENT A key component of any successful company is its product management process. We have decades of experience, education, expertise, and ultimately success is launching and maintain products. We get it. We can help you understand product lifecycle management, including the latest advances such as agile product management, and help you create and manage products that are not only market leaders, but also extremely profitable. Product marketing is another key expertise for Teknowledgies. We understand all aspects of how to get customers to find, learn about, and ultimately buy your product. This includes PR, print ads, web advertising, SEO/SEM, blogs, Twitter, newsletters, white papers, sales training and incentivizing, and much, much more. Tom Doherty is the lead consultant on all product management and product marketing projects.

Pwjohnson Wealth Management

📍 2051 Grant Rd, Los Altos, CA, 94024

📞 650-336-7082

Vista Wealth Management LLC

📍 306 Cambridge Ave, Palo Alto, CA, 94306

📞 650-331-7530

Financial Review Services

📍 3561 Homestead Rd 304, Sta. Clara, CA, 95051

📞 408-873-9460

Locally owned and operated. See us for all your needs

Wales Investments

📍 2055 Junction Ave, San Jose, CA, 95131

📞 408-944-9176

🌐 www.walesinvestments.com

Wales Investments, Inc. provides comprehensive fee-based wealth management services to individual clients, business owners and institutions.

Intacct

📍 125 S Market St Ste 600, San Jose, CA, 95113

📞 408-878-0900

🌐 www.intacct.com

Intacct is a market and technology leader in on-demand financial management and accounting software applications. Thousands of businesses, from startups to public companies, use Intacct’s award-winning business accounting solutions to manage and share financial, supply chain and professional services information. Intacct, is focused on small and midsized businesses that have a single business entity.

Cali Financial Management

📍 1979 Cabana Dr, San Jose, CA, 95125

📞 408-340-5401

BDO

📍 125 S Market St, San Jose, CA, 95113

📞 408-278-0221

Pinecrest Wealth Management LLC

📍 39355 California St Ste 210, Fremont, CA, 94538

📞 510-713-1880

BDO

📍 50 W San Fernando St Ste 200, San Jose, CA, 95113

📞 408-278-0220