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TD Bank Group is a prominent North American financial services institution, operating as Toronto-Dominion Bank in Canada and TD Bank, N.A. in the U.S. Headquartered in Toronto, Canada, it serves over 27 million customers through a wide range of retail, commercial, and investment banking services. Founded in 1855, TD has become one of Canadas "Big Five" banks and ranks among the top-10 global banks by market capitalization, with assets exceeding C$1.9 trillion. The bank offers various services, including personal and business banking, wealth management, and capital markets. Retail banking services encompass checking and savings accounts, mortgages, and credit cards, while commercial banking includes business loans and cash management. TD also provides investment advisory and insurance products through its wealth management division. With a strong digital presence, TD offers mobile banking and AI-driven financial tools. Its U.S. operations feature over 1,100 branches, emphasizing convenience and tailored solutions for retail customers, small businesses, and institutional clients.
Providing part-time CFO services and back office Finance solutions. We specialize in startups and early stage companies. Our truly transformative approach to Finance provides expertise and flexibility, all at a fraction of the cost of traditional Finance. Our Vision is to change the way business thinks about Finance. Your time and startup capital is precious. We enable startups to do what they do best, as we seamlessly manage all things Finance. Only pay for services you need, and only when you need them. Our fees are billed hourly, and your annual cost is far less than a salary for an average full-time Controller. We also provide the capability to outsource the entire Finance function (or segments of it) to meet your needs. Our cloud-based transaction center and experts are located here in the US. Gain access to dedicated experts in Accounting & Payroll, and also HR & Benefits. Our integrated cloud-based systems include NetSuite, Bill.com, Expensify, and DropBox. Affordable part-time CFOs ready to chat about making your startup more profitable, planning for growth, funding readiness, and helping strapped companies manage cash. Can chat about all things Finance Typical CFO Deliverables: Fundraising Preparation - business plan reviews, pitch decks, funding options Cash Flow Management - burn rates, runway, forecasting Business Strategy - growth / scaling your business, financial modeling Project & Profitability analysis Reporting & Analytics Insurance & Risk Management Stock / Equity Compensation Control & Governance Back Office Finance: Setup or transfer of accounting data onto NetSuite Payroll - paperwork & employee on-boarding HR / Benefits - setup plans for healthcare, insurance, 401K Get a free consultation today!
Amata is an alternative legal services provider for solo practice and partner practice law firms. Amatas mission is to ease the business pain points for lawyers & professional service organizations so they can spend more time helping their clients, limit their stress, and improve the quality of life for all people. Services include live reception & new client in-take, on-demand legal support, featuring senior paralegals that specialize in different areas of legal practice, scalable law office space and remote work programs. On-demand legal support includes senior paralegals specializing in conducting factual and legal research, preparing documents for legal or financial transactions, preparing operating agreements, contracts, corporate bylaws, purchase and sale agreements, assisting in responding to discovery requests notices, drafting pleadings, and assisting with due diligence, real estate closings, and trials. Live receptionist & client in-take includes VoIP phones, efax service, video conferencing, new client in-take, scheduling, seamless new client information integrated into law firms practice management and CRM systems. Amata maintains multiple office locations for lawyers to utilize as their HQ, receive mail, meet clients and host meetings. For law firms that require private offices for their attorneys, Amata offers elegant offices, with touchless access, and modern day amenities to emulate the atmosphere of a traditional law firm. With over 700 attorneys utilizing Amata and a host of social events to bring attorneys together, daily conversations and business opportunities with other attorneys happen naturally.
Everwise Credit Union puts peoples needs first, so no matter your story or your money savvy, we meet you where you are and equip you with the confidence and tools you need to get ahead—wherever youre going. Originally founded as Teachers Credit Union, helping people understand and manage their financial future has always been central to what we do, even as weve expanded our community beyond teachers. Today, we serve more than 300,000 members across nearly 60 locations in the heart of the Midwest. Through personalized resources, services, tools and unparalleled access to innovative technology, we help everyone—teenagers to retirees, business leaders to the under-served—feel more in control of their money and their future. With every interaction, we seek to fulfill our purpose of helping people grow into their dreams. ©2023 Everwise Credit Union | NMLS #686706 | Federally Insured by NCUA | Equal Housing Opportunity