Financial planning guides

Advisory services relating to financial planning; financial planning; independent financial planning advice; personal financial planning advisory services; personal financial planning services; tax financial planning; taxation financial planning services

Software as a service (SAAS) services featuring software for financial management; Software as a service (SAAS) services featuring software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; software as a service (SAAS) services featuring software for credit card invoicing and credit card payment processing; software as a service (SAAS) services featuring software for online banking; software as a service (SAAS) services featuring software for controlling access to financial information via electronic permission settings; software as a service (SAAS) services featuring software to create, customize, print, export, and e-mail purchase orders; software as a service (SAAS) services featuring software for tracking income, expenses, sales, and profitability; software as a service (SAAS) services featuring software to track time worked by employees and contractors; software as a service (SAAS) services featuring software for accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, tax filing, business process management, and financial planning; software as a service (SAAS) services featuring software to create, customize, and manage invoices; software as a service (SAAS) services featuring software to create and manage budgets; software as a service (SAAS) services featuring software to create price quote estimates and transfer price quote estimates to invoices; software as a service (SAAS) services featuring software to automate creation of invoices; software as a service (SAAS) services featuring software to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; software as a service (SAAS) services featuring software to create, print, and track checks and purchase orders; software as a service (SAAS) services featuring software to track sales, expenses, and payments; software as a service (SAAS) services featuring software to analyze the financial status of businesses and industries; software as a service (SAAS) services featuring software to manage customer lists, email and print sales forms, and track running balances; software as a service (SAAS) services featuring software for inventory management and customer relationship management; software as a service (SAAS) services featuring software for administering employee payroll; software as a service (SAAS) services featuring software to import contacts and financial data from other electronic services and software; software as a service (SAAS) services featuring software for database management, data aggregation, data reporting, and data transmission; software as a service (SAAS) services featuring software for online backup of electronic files; providing temporary use of online non-downloadable software for financial management; providing temporary use of online non-downloadable software to calculate and charge sales tax and to create reports to pay sales tax to appropriate tax agencies; providing temporary use of online non-downloadable software for credit card invoicing and credit card payment processing; software as a service (SAAS) services featuring software for online banking; providing temporary use of online non-downloadable software for controlling access to financial information via electronic permission settings; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail purchase orders; providing temporary use of online non-downloadable software for tracking income, expenses, sales, and profitability; providing temporary use of online non-downloadable software to track time worked by employees and subcontractors; providing temporary use of online non-downloadable computer software for accounting, bookkeeping, transaction processing, transaction management, tax preparation and planning, tax filing, business process management, and financial planning; providing temporary use of online non-downloadable computer software to create, customize, and manage invoices; providing temporary use of online non-downloadable computer software to create and manage budgets; providing temporary use of online non-downloadable computer software to create price quote estimates and transfer price quote estimates to invoices; providing temporary use of online non-downloadable computer software to automate creation of invoices; providing temporary use of online non-downloadable computer software to create, customize, print, export, and e-mail financial reports, business reports, balance sheets, profit and loss statements, cash flow statements, and taxable sales reports; providing temporary use of online non-downloadable computer software to create, print, and track checks and purchase orders; providing temporary use of online non-downloadable computer software to track sales, expenses, and payments; providing temporary use of online non-downloadable computer software to analyze the financial status of businesses and industries; providing temporary use of online non-downloadable computer software to manage customer lists, email and print sales forms, and track running balances; providing temporary use of online non-downloadable computer software for inventory management and customer relationship management; providing temporary use of online non-downloadable computer software for administering employee payroll; providing temporary use of online non-downloadable computer software to import contacts and financial data from other electronic services and software; providing temporary use of online non-downloadable computer software for database management, data aggregation, data reporting, and data transmission; providing temporary use of online non-downloadable computer software for online backup of electronic files; technical support services, namely, help desk services; technical support services, namely, troubleshooting of computer software problems, web sites, and online services; none of the foregoing being hosting services

Hosting of digital data services; software as a service (SAAS) services, namely, hosting software for use by others for use in managing, organizing and sharing data on computer server on a global computer network

Accounting, financial planning and business advisory services

Advertisement (production of radio television and cinema- ); art (display and sale of works of-) commercial exhibitions; association services; see the specific services in this and business consultancy (professional-); business investigations; business management and organization consultancy; business management assistance; business research; career counselling (employment advice and information); charity: see the following term in this and other classes; commercial information agencies; commercials (production of radio, television and cinema -); concert promotions (for others); consultancy: see also the specific services in this and other; direct mail advertising; efficiency experts; employment agencies; event management services (organization of exhibitions or; executors of estates, businesses real property, securities; human resource management; Internet: see the following terms in this and other classes; inventions (marketing and business development of -); investigations (business -); management (advisory services for business -); management assistance (commercial or industrial -); management consultancy (personnel -); marketing (not being retailing or wholesaling) (562229); on-line advertising on a computer network; organisation; see the following term in this and other; organisation and management of customer loyalty programs; organisation and management of incentive programs; outsourcing (business management of -); personnel management consultancy; personnel recruitment; procurement services for others (purchasing goods and services for other businesses); promotions (mail order -) (for others); public relations; recruitment (personnel -); resume compilation for personnel seeking employment; sales promotions (for others); sales promotion through customer loyalty programs (for; subscriptions (arranging newspaper -) for others); supply of services on-line or over global computer network; television advertising; television commercials

Printed matter relating to finance

Advice on finance for retirement; advisory services relating to finance; advisory services relating to investments; advice relating to investment for retirement; advice relating to investments

Accident insurance; administration of insurance business; advice relating to insurance; advisory services relating to life insurance; arranging of insurance; fire insurance; health insurance; health insurance underwriting; home contents insurance; household insurance services; information services relating to insurance; insurance; insurance administration; insurance advice; insurance advisory services; insurance agency services; insurance arranging services; insurance brokerage; insurance brokering; insurance broking; insurance consultancy; insurance consultation services; insurance for property owners; insurance information; insurance management services; insurance of buildings; insurance relating to property; insurance risk management; insurance services; insurance services relating to property; insurance services relating to real estate; insurance services relating to vehicles; insurance underwriting; life insurance; life insurance underwriting; medical insurance; medical, surgical or hospital health insurance; motor insurance; motor vehicle insurance services; personal insurance services; private health insurance; provision of insurance information; provision of insurance premium quotations; travel insurance; vehicle insurance services