Financial Data Solutions will free up your time to allow you to do what you do best: develop your client relationships and grow your business. We process and manage your financial data so you are ready to provide reports to your clients and your accounta
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John Gill
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John Gill
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CA
View this contact
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Financial Data Solutions - Home | financialdatasolutions.biz Reviews
https://financialdatasolutions.biz
Financial Data Solutions will free up your time to allow you to do what you do best: develop your client relationships and grow your business. We process and manage your financial data so you are ready to provide reports to your clients and your accounta
financialdatasolutions.biz
Financial Data Solutions - Securities Accounting Services
http://www.financialdatasolutions.biz/securities_accounting.html
Accurate Data . . . Business Affiliates and Important Information. F inancial Data Solutions provides a unique customer-centered service to Financial Advisors who manage their customer relations using the Optima IAS web based software platform. We provide daily downloading and reconciliation of securities transactions from a variety of custodians into Optima IAS. In addition to daily data downloads and reconciliation our basic monthly services include:. Creation of New Households. Posting of New Accounts.
Financial Data Solutions - Bookeeping Services
http://www.financialdatasolutions.biz/bookeeping_services.html
Accurate Data . . . Business Affiliates and Important Information. Over the past 12 years we have developed a broad knowledge of Quickbooks software, and in working with our clients and their accountants, we have become adept at tailoring your Quickbooks file to the unique attributes of your business whether it be retail, manufacturing, law, consulting, or architecture. Creation of your Quickbooks Chart of Accounts specific to your business. Electronic and Manual Journal entry. W2 and 1099 preparation.
Financial Data Solutions - Home
http://www.financialdatasolutions.biz/home.html
Accurate Data . . . Business Affiliates and Important Information. Financial Data Solutions will free up your time to allow you to do what you do best: develop your client relationships and grow your business. We process and manage your financial data so you are ready to provide reports to your clients and your accountant when needed. IAS Portfolio Management Accounting for Financial Advisers. MorningStar Office Portfolio Accounting for Financial Advisers. For MorningStar Office users we manually downloa...
Financial Data Solutions - Business Affiliates
http://www.financialdatasolutions.biz/business_affiliates.html
Accurate Data . . . Business Affiliates and Important Information. Federal Unemployment Tax (FUTA) to Increase for 2011 and 2012. Employers in California, nineteen other states, and the Virgin Islands will pay increased Federal Unemployment Tax (FUTA) taxes in January 2012, for wages paid in 2011, in order to repay state unemployment insurance loans. An employee works for ABC Corp. beginning in January 2011, receiving wages of $60,000 for the year. ABC Corp’s FUTA tax due for 2011 would be $56 ($...Since...
Financial Data Solutions - About Us
http://www.financialdatasolutions.biz/about_us.html
Accurate Data . . . Business Affiliates and Important Information. John S. Gill, President. Prior to joining with his wife to create Financial Data Solutions, John spent 5 years with Back Office Support Service (BOSS) as the division manager of the Web Based Products division. This division managed data for Optima IAS and MorningStar Advisor Workstation clients. John also acted as a consultant to Intuit advising them on their PortfolioMinder software. Melanie M. Gill, Secretary/Treasurer. A graduate of t...
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IDB - Fondsdatenbank' für Finanz-Profis. INVESTOR-DATABASE' - Fondsdatenbank - die professionelle Datenbank für geschlossene Fonds. Bei der von der Financial Datasoft entwickelten Datenbank 'INVESTOR-DATABASE'. Handelt es sich um eine professionelle Fondsdatenbank online-Depotverwaltung für geschlossene Fonds. Sie setzt Standards im Hinblick auf die Informations-Bereitstellung und Betreuung von Finanzdienstleistungs-Unternehmen und Privat-Anlegern gleichermaßen. Eine am Markt einzigartige Serviceleistung.
Financial Data Solutions - Home
Accurate Data . . . Business Affiliates and Important Information. Financial Data Solutions will free up your time to allow you to do what you do best: develop your client relationships and grow your business. We process and manage your financial data so you are ready to provide reports to your clients and your accountant when needed. IAS Portfolio Management Accounting for Financial Advisers. MorningStar Office Portfolio Accounting for Financial Advisers. For MorningStar Office users we manually downloa...
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