NeatBooks, a Florida-based financial services firm, structures business finances for profit visibility and retirement planning.
Location
Doral, FL, US
Founded
2017
NeatBooks is a financial services firm based in Doral, Florida, specializing in structuring business finances. The company focuses on helping businesses improve profit visibility and plan for retirement. Their services include tax planning, accounting, CFO/controller functions, cash flow management, and information systems support.
NeatBooks offers comprehensive financial expertise to businesses, providing administrative support and resources such as forms and tools. The firm operates with a client-centric approach, offering services in both English and Spanish. Their team of financial experts aims to streamline and optimize financial operations for their clients, enabling better decision-making and long-term financial stability.
NeatBooks - Classification
Also Known As
Neatbooks LLC
NAICS
520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
