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10 Total Companies
Created by doctors, for doctors, Panacea Financial’s mission is to make doctors’ lives better. We’re dedicated to making financing simpler to understand and easier to access.
Why Pearl Insurance? Twenty years of specialized experience in professional liability insurance for accounting professionals.Whether you are a bookkeeper, auditor, tax preparer, or enrolled agent, you want someone who understands your industry. Our 12-member team of insurance experts sells and services professional liability exclusively to accounting professionals, which means they can review, com...
FI Strategies is a small but mighty consulting company with a unique suite of big personalized solutions for you and your organization. Simply stated, our mission is to help our financial institution clients be wildly successful by planning, growing, and creating outstanding experiences for their consumers and employees. Our engagement process allows us to get to know our clients thoroughly, help...
For more than 27 years, Oracle NetSuite has helped organizations grow, scale and adapt to change —not by copying what came before, but by reimagining what a modern business system could be. See why Oracle NetSuite is the #1 AI Cloud ERP for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twi...
The Difference Card is a one-of-a-kind solution that can reduce health insurance costs by 18%. The Difference Card can often improve employee benefits without increasing costs to the employer. Over the last 9 years, our health insurance savings solution has resulted in an average of $3,000 in savings per employee per year. Insurance Brokers use our solution to stand out from the crowd and create a...
InvestiFi is the only WealthTech platform designed to allow for investing directly from checking accounts, enabling Credit Unions and Community Banks to retain more assets and attract new members. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every Credit Union and Community Bank to provide their account holders with the ability to navigate the complexities of fi...
Inscope frees audit and accounting teams from the manual grind of preparing financial statements. Firms like CohnReznick, Frazier & Deeter, and Richey May use the company’s AI-native platform to draft, review, and issue the statement in one workspace that sits on top of the audit software they already run, replacing the manual assembly line of Word formatting, tie-outs, disclosures, and handof...
CSSI Services is an engineering-based consulting firm providing specialty tax services for commercial buildings and innovation-driven businesses. Founded in 2003, CSSI has completed more than 65,000 studies nationwide. Core services include Cost Segregation, R&D Tax Credits, and 179D Deductions, grounded in engineering analysis and tax law review. CSSI works with real estate investors, businesses,...
Bassett Capital Group is a specialized strategy and advisory firm focused on payments, product strategy, and profitability for banks and credit unions. Built by seasoned consumer finance and payments executives with experience across every major U.S. card issuer and network, Bassett helps credit unions and banks treat payments as a strategic asset — assessing program performance, identifying oppor...
The Bielan Group provides the wealth management industry with the experience and resources to help firms make more informed decisions and enhance business performance. We recognize that in today’s sophisticated business environment it often takes a team to deliver a comprehensive solution. To that end, The Bielan Group has partnered with a lineup of experts who bring specific subject matter expert...