Accounting / Finance

Address: 924 West 75th St – Suite 120/238
Naperville, IL
Contact Name: Elaine Johnson
Business Genre:
Short Business Description: Accounting/Management Consulting
Long Business Description:

Established in 1990, AMS is a service organization providing reliable information to facilitate wise decision making and to establish business management objectives. Our clients are primarily nonprofit organizations and small business. Specializing in the design & the application of accounting & management systems as well as maintenance of accounting information.

Business Website Address:
Business Phone Number: 708-703-7367
$18 Million NMTC Performing Arts Center at Cathedral High School, LA California 2019 Opening
Address: P.O. Box 5183 Greensboro, NC
Contact Name: Bridget Chisholm
Business Genre:
Short Business Description: Boutique economic development financial advisers and business strategy consulting firm.
Long Business Description:

As a socially conscious, boutique economic development financing and consulting firm, BWC takes a holistic, objective and entrepreneurial approach to advising units of local government, operating companies and higher education clients on how to:
● Position themselves for growth and sustainability ‐ Thriving Brands
● Drive economic impact and development via creative financing strategies and structures and/or
● Obtain the financing needed for growth or restructure for viability vs. project financing

We believe the success of organizations and businesses is inextricably tied to the success of the community and the individuals that live and work there.
Our Innovative Financing Yields Results
In order to meet the needs of each unique client, BWC takes an innovative approach known as Structured Multi‐Layered Financing, which:
● Leverages the power of public‐private partnerships using financial products and incentives, tax credits and programs available from local, state and/or federal government to cover project gaps.
● Incorporates traditional financial institutions willing to work in the community development space to deliver attractive financing options with creative capital sources to meet these needs.
● Accesses the constantly changing landscape of financial tools available for community development to leverage every dollar for which they qualify for a full array of investment options.
● Brings the resources and partners of the investment community and government together to layer and structure the appropriate financing vehicles and package them to fully meet the needs of sustainable communities

Business Website Address:
Business Phone Number: 336.691.5786
Edward Jones Investments
Address: 690 Highway 29 N, Suite 100
Contact Name: Michele Pearson
Business Genre:
Short Business Description: Even if retirement is still far off at this point in your life, you can take steps today to work toward financial independence so you have the freedom to make retirement your own.

Start today by contacting Michele Pearson. Together, you can develop a solid retirement savings strategy to help you live comfortably after you stop working.
Long Business Description:

As a business owner, you know the importance of developing a strategy and seeing it through. We understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you and your business team is a process we take seriously. Working closely with you and your CPA, we can help determine the most appropriate financial strategy for you and your business.

Business Phone Number: 7065437952
Business Fax: 8888390486
Pat J Lewis, Financial Advisor
Address: 1277 Kelly Johnson Blvd, #260
Contact Name: Pat J Lewis
Business Genre:
Short Business Description: Financial Services. I help people make smart choices with their money – retirement, investing, insurance, budgeting, and saving. I create a personalized written plan based on your wants, needs, goals, and desires.
Long Business Description:

I work with families, individuals, and small businesses to help them pursue their financial goals and understand the many aspects of their financial lives by providing them with accurate information and the right products to meet their needs. I strive to help clients focus on financial security and becoming financially independent. I build strong, long-lasting relationships by having a hands-on approach to financial guidance. I let my clients know and help them feel that I truly care about their hopes and dreams.

Business Phone Number: (719) 599-8861 x 202
Business Fax: (719) 599-3340
Fran Hollaway CPA/EA
Address: 2937 Bee Ridge Road Suite 5
Sarasota, FL
Contact Name: Francina Hollaway
Business Genre:
Short Business Description: Tax and Accounting Firm
Long Business Description:

Full service tax and accounting firm. Providing tax and financial planning and helping you to achieve financial security.

Business Website Address:
Business Phone Number: 941-925-1040
Business Fax: 941-360-1045
Guard Your Claim
Address: 814 Ponce de Leon Blvd, Suite 407, Coral Gables, FL

Contact Name: Guard Claim
Business Genre:
Short Business Description: Guard Your Claim is a team of expert claims adjusters in Coral Gables, Florida.
Long Business Description:

Guard Your Claim is a team of expert claims adjusters in Coral Gables, Florida. We cover multiple types of damage in claims including residential and commercial property insurance claims to maximize claims while minimizing stress.

Business Website Address: public adjuster coral gables
Business Phone Number: 305-946-9155
Jones and Tuggle PLLC
Address: 4466 Elvis Presley Blvd.
Suite 249
Memphis, TN
Contact Name: Sherila Jones-Tuggle
Business Genre:
Short Business Description: Jones and Tuggle PLLC is a family-owned, certified public accounting firm with a long history in Memphis, TN. Our services include general accounting, audit, tax, and management consulting.
Long Business Description:

Our Services include:
We understand that financial decisions carry great responsibility, and know the efforts that go into maintaining and ensuring the accuracy and integrity of financial records. At Jones and Tuggle, your future success is our greatest priority and our solutions aim to provide you two priceless gifts – peace of mind and more time to spend on what matters most.
A clear financial picture supports sound decision-making, particularly during economic downturns and tight credit markets. Ledgers and internal reporting that accurately reflect your financial information help managers act decisively. Financial statements audited by respected accounting and financial management professionals give lenders and investors the confidence they need to support you.
Whether you have a single, specific need or require comprehensive service, we offer the knowledge, experience, and resources to help you meet your goals. You can depend on our multidisciplinary team to guide you through the complicated tax environment. Our team of experts deliver certainty by closely examining your distinct situation to provide an accurate representation of potential tax savings and uncover opportunities to lower your tax liability.
Expansion, technological advancements, and business disrupters can challenge even the most profitable organizations. We’re committed to helping organizations solve the most critical and complex business issues. Using in-depth market and data-driven insights, we offer a full spectrum of integrated services that allows business executives to make informed, confident decisions resulting in accelerated growth and sustained competitive advantage.

Business Website Address:
Business Phone Number: 9013320111
Business Fax: 9013320504
Business Tags: , , ,
Just The Basics Financial Literacy
Address: 201 W. Genesee Street, #180, Fayetteville, NY
Contact Name: Me’Shae Brooks-Rolling
Business Genre:
Short Business Description: Just the Basics Financial Literacy produces workshops, seminars, teleconferences and webinars centered on FUNdamental Financial Literacy Education. The financial education that Me’Shae teaches is targeted towards diverse affinity groups including low-to-moderate income individuals, working and middle-class professionals, entrepreneurs, women and minorities, people of faith, youth and young adults, seniors, immigrant populations, persons with disabilities, and veterans. Companies and organizations can engage Me’Shae’s services for their clients or employees’ professional development. Just the Basics’ interactive curriculum includes activities, games, and multi-media presentations.
Long Business Description:

Just the Basics Financial Literacy produces workshops, seminars, teleconferences and webinars centered on FUNdamental Financial Literacy Education. Me’Shae is the author of “How To Save Money & Organize Your Finances: Tales of an Urban Consumer” (2006), as well as a Course Handbook compiling the financial literacy curriculum she developed (2018). She is a Certified Educator in Personal Finance designated by affiliated with the Institute for Financial Literacy and is a Train-the-Trainer. Me’Shae has received MWBE certification status with the City of Syracuse and New York State.

Me’Shae both frequents and has presented at national financial education conferences. Subsequently, she has aggregated national and local resources for her organizational clients and youth and adult learners. Me’Shae has been quoted by “Consumer Reports” magazine, and is regularly invited to speak, teach and present on financial education, the longtime passion of her heart.

Me’Shae is the Executive Producer of the 2021 Financial Empowerment Summit ( and serves on a number of executive and philanthropic boards benefiting Upstate/Central New Yorkers. On a personal testimonial note, Me’Shae has experienced the gamut ranging from downsizings and ensuing debt, to professional and entrepreneurial success as a franchise owner.

Business Phone Number: (315) 908-2665
Sheppard-Harris & Associates, P.C.
Address: 214 24th Street North Birmingham, Alabama 35203
Contact Name: Connie Sheppard Harris
Business Genre:
Short Business Description: Sheppard-Harris & Associates, P.C. is a certified public accounting firm established as a professional Corporation under the laws of the State of Alabama in July, 1993. Our services include audit, reviews, compilations, general accounting and tax.
Long Business Description:

Our professional staff consists of one shareholder, and multiple managers and staff accountants. We know that the segregation of our staff into various specialized departments – tax, auditing, and management advisory services has enabled us to provide clients with the proper diversification of services in the most professional and efficient manner possible.

The shareholder and CPA’s are members of the American Institute and Alabama Society of CPA’s. Our firm’s basic philosophy is that service to each client is based on a substantive knowledge of and specialization in the services to be provided. Because of the unique aspects of audits of Institutions of Higher Education and Other Nonprofit Organizations, previous experience and knowledge in this area are of vital importance in providing the best and most efficient services.

Our strength has been our people, our values and our ability to serve small and large clients. Our clients are numerous and varied. We have extensive experience in auditing State and Local Governments and Non-profit Organizations.

Business Website Address:
Business Phone Number: 205-323-5922
Business Fax: 205-449-1223
World Management Solutions, Inc.
Address: 26500 W. Agoura Road, Suite 102-518, Calabasas, CA
Contact Name: Kathryn M. Shirley, CPA, MBT
Business Genre:
Short Business Description: Business Management, Tax Compliance/Preparation and Bookkeeping
Long Business Description:

World Management Solutions, Inc. is a boutique firm specializing in business management, tax preparation and bookkeeping. Clients enjoy the various approaches that are taken to solve complex issues that are faced in both their personal and business lives. Customizing a solution that will assist you in the management of your everyday needs is our priority.

Business Website Address:
Business Phone Number: 310-601-7500
Business Fax: 877-869-2281