Trusted advisors at your service
White Whale Financial: Trusted advisors at your service, ready to guide you through every financial decision with expertise and integrity. Whether you are planning for retirement, managing investments, or even navigating complex financial landscapes, our dedicated team is committed to delivering personalized solutions that not only prioritize your goals but also empower your financial future.
Mon-Fri: 9 am – 7 pm
Saturday: 9 am – 5 pm
White Whale Financial Services: Tailored Financial Solutions
Real Estate Financing for Investors
Our Real Estate Financing services for investors are designed to provide comprehensive support and expertise to help you make informed investment decisions, secure financing, and optimize your real estate portfolio. Investment Property Analysis Assessing potential real estate investments for profitability We offer detailed investment property analysis to help you assess the potential profitability of real estate investments. Our services include evaluating market conditions, analyzing property values, estimating rental income, and calculating potential returns. This thorough analysis ensures you make informed decisions about your real estate investments. Curabitur varius eros et lacus rutrum consequat. Mauris sollicitudin enim condimentum, luctus justo non,…
250$
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Financial Education Services
Our Financial Education Services are designed to empower individuals and organizations with the knowledge and skills necessary to make informed financial decisions and achieve financial stability. Workshops and Seminars Providing educational sessions on financial literacy and management We offer a range of workshops and seminars aimed at improving financial literacy and management skills. These sessions cover various topics such as budgeting, saving, investing, debt management, and retirement planning. Our interactive and engaging format ensures that participants gain practical knowledge that they can apply to their personal and professional lives. Curabitur varius eros et lacus rutrum consequat. Mauris sollicitudin enim condimentum,…
200$
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Business Strategy
Our Business Strategy services are designed to provide comprehensive support and expert guidance to help businesses navigate complex market dynamics, achieve sustainable growth, and ensure long-term success. Market Analysis and Competitive Benchmarking Evaluating market trends and competitor performance We provide comprehensive market analysis and competitive benchmarking services to help businesses understand market dynamics and evaluate competitor performance. This insight enables businesses to identify opportunities, mitigate risks, and make informed strategic decisions. Curabitur varius eros et lacus rutrum consequat. Mauris sollicitudin enim condimentum, luctus justo non, molestie nisl. Growth Strategy Consulting Developing plans for expansion and market penetration Our growth strategy…
300$
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Consulting Services
Our consulting services are designed to provide strategic guidance and practical solutions to help businesses enhance performance and achieve their objectives. Business Strategy Development Creating strategic plans to help businesses achieve their goals We work with businesses to create comprehensive strategic plans that align with their goals and vision. Our services include market analysis, competitive positioning, goal setting, and actionable roadmaps to guide businesses toward sustainable growth and success. Financial Performance Improvement Identifying areas for cost reduction and revenue enhancement Our financial performance improvement services focus on identifying opportunities for cost reduction and revenue enhancement. Through detailed financial analysis, we…
340$
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What Clients Say About White Whale Financial
Emily S
White Whale Financial truly exceeded my expectations with their personalized approach to retirement planning. Moreover, their team’s dedication and thoroughness further made me feel confident about my future financial security.
Mark L
I’ve trusted White Whale Financial with my investments for years, and as a result, they’ve consistently delivered impressive returns while also ensuring my portfolio aligns with my long-term goals. Overall, highly recommended!
Sarah B
Navigating estate planning was daunting, however, White Whale Financial made it clear and manageable. Additionally, their expertise and attention to detail further gave me peace of mind knowing my family’s future is secure.
David M
White Whale Financial’s strategic advice has been crucial for scaling my business. Moreover, their tailored solutions and insightful guidance have greatly impacted our growth. As a result, I’m thrilled with their exceptional service.
White Whale Financial’s Flexible Pricing Plans
Our flexible pricing plans are specifically designed to meet the diverse needs of our clients, ranging from small businesses to large corporations. Moreover, with transparent pricing and customizable packages, you can choose the plan that most fits your requirements and budget. Whether you need basic support or comprehensive solutions, our pricing plans ultimately offer the flexibility and value you deserve.
Essential
Bookkeeping
Discount: 50% (for Annual Subscription)
$
600
Monthly
- Monthly Bookkeeping
- Recording and reconciling monthly transactions.
- Bi-annual Financial Statements
- Review of balance sheets, income statements, and cash flow statements on a bi-annual basis.
Advanced Bookkeeping
and Payroll
$
500
Monthly
- Monthly Bookkeeping
- Recording and reconciling monthly transactions.
- Payroll Management
- Processing payroll, and ensuring compliance with state and federal regulations.
- Quarterly Financial Statements
- Review of balance sheets, income statements, and cash flow statements on a bi-annual basis.
- Accounts Receivable & Payable Management
- Managing invoicing, collections, and vendor payments.
Financial Planning and
Analysis
$
500
Analysis
- Budgeting and Forecasting
- Creating and maintaining budgets and financial forecasts to guide business planning.
- Cash Flow Management
- Monitoring, analyzing, and managing cash flow to ensure business liquidity.
- Break-Even Analysis
- Analyzing the break-even point to help businesses understand when they will become profitable.
- Key Performance Indicators (KPIs) Tracking
- Identifying and tracking key financial metrics to measure business performance
Compliance and
Internal Controls
$
1000
Assessment
- Regulatory Compliance Assistance
- Helping businesses comply with state and federal regulations, excluding direct legal advice.
- Internal Controls Assessment
- Evaluating and advising on internal financial controls to prevent fraud and ensure accuracy.
- Grant Application Support
- Assisting businesses in applying for grants and funding opportunities.
Technology and Data
Management
$500 setup fee
$
150
Monthly
- Cloud Accounting Solutions
- Setting up and maintaining cloud-based accounting systems.
- Data Migration
- Migrating financial data from legacy systems to new accounting software.
- Software Setup and Training
- Setting up accounting software (e.g., QuickBooks) and providing training to business owners and staff.
Business Growth and
Strategy
$
1,000
Engagement
- Business Strategy Development
- Assisting in the development of business plans and financial strategies.
- Financial Education Workshops
- Conducting workshops on financial literacy and business finance management.
- Strategic Partnership Development
- Identifying and facilitating strategic partnerships to enhance business growth.
- Loan Package Preparation
- Preparing financial documents and applications for business loans.
Essential Bookkeeping
50% (for Annual Subscription)
- Monthly Bookkeeping
- Recording and reconciling monthly transactions.
- Bi-annual Financial Statements
- Review of balance sheets, income statements, and cash flow statements on a bi-annual basis.
Advanced Bookkeeping and Payroll
- Monthly Bookkeeping
- Recording and reconciling monthly transactions.
- Payroll Management
- Processing payroll, and ensuring compliance with state and federal regulations.
- Quarterly Financial Statements
- Review of balance sheets, income statements, and cash flow statements on a bi-annual basis.
- Accounts Receivable & Payable Management.
- Managing invoicing, collections, and vendor payments.
Financial Planning and Analysis
- Budgeting and Forecasting
- Creating and maintaining budgets and financial forecasts to guide business planning.
- Cash Flow Management
- Monitoring, analyzing, and managing cash flow to ensure business liquidity.
- Break-Even Analysis
- Analyzing the break-even point to help businesses understand when they will become profitable.
- Key Performance Indicators (KPIs) Tracking
- Identifying and tracking key financial metrics to measure business performance.
Compliance and Internal Controls
- Regulatory Compliance Assistance
- Helping businesses comply with state and federal regulations, excluding direct legal advice.
- Internal Controls Assessment
- Evaluating and advising on internal financial controls to prevent fraud and ensure accuracy.
- Grant Application Support
- Assisting businesses in applying for grants and funding opportunities.
Technology and Data Management
$500 setup fee
- Cloud Accounting Solutions
- Setting up and maintaining cloud-based accounting systems.
- Data Migration
- Migrating financial data from legacy systems to new accounting software.
- Software Setup and Training
- Setting up accounting software (e.g., QuickBooks) and providing training to business owners and staff.
Business Growth and Strategy
- Business Strategy Development
- Assisting in the development of business plans and financial strategies.
- Financial Education Workshops
- Conducting workshops on financial literacy and business finance management.
- Strategic Partnership Development
- Identifying and facilitating strategic partnerships to enhance business growth.
- Loan Package Preparation
- Preparing financial documents and applications for business loans.
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Your financial future with legal support
Your financial future with legal support is our priority. Therefore, at White Whale Financial, we provide comprehensive financial planning along with expert legal advice to ensure your financial security. Moreover, our team of professionals is dedicated to delivering quality assurance as well as efficient charge accounting, ultimately giving you peace of mind and a clear path to achieving your financial goals.
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