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Top 3 Awards in 2024

Celebrating Excellence: Top Accolades in Business and Workplace Environment

The Occams Way

Through our observations and learnings, we have created a logical and sequential O.C.C.A.M.S set of Values and Principles, across Emotional, Intellectual and Physical dimensions that human beings operate in.

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We champion the bold to achieve the extraordinary.

Answer three questions and put our thinking to work on your challenges.

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We champion the bold to achieve the extraordinary.

1. How Old is Your Business?  Question 1 of 3

0-2 Years 2-5 Years 5-10 Years 10+ Years

We champion the bold to achieve the extraordinary.

2. Your Annual Revenue is? Question 2 of 3

$0-2 Million$2-5 Million$5-10 Million$10+ Million

We champion the bold to achieve the extraordinary.

3. How Many on Your Team? Question 3 of 3

0-1010-2525-5050+

Based on your selection we recommend you the following for your business need.

FINANCIAL TECHNOLOGY & PAYMENT SOLUTIONS

Merchant Accounts Across the Globe

Based on your selection we recommend you the following for your business need.

FINANCIAL TECHNOLOGY & PAYMENT SOLUTIONS

Merchant Accounts Across the Globe

CAPITAL MARKETS & INVESTMENT BANKING

Capital Raising to Promote Growth

Based on your selection we recommend you the following for your business need.

FINANCIAL TECHNOLOGY & PAYMENT SOLUTIONS

Tailored Payment Solutions & Verification Services

CAPITAL MARKETS & INVESTMENT BANKING

Financial Advisory and Transaction Integration

Based on your selection we recommend you the following for your business need.

FINANCIAL TECHNOLOGY & PAYMENT SOLUTIONS

Customized Payment Risk Management & Analytics

CAPITAL MARKETS & INVESTMENT BANKING

Sell-side M&A

Buy-side M&A

Globally Integrated Service

Seamlessly Connecting Markets and Innovations Worldwide

BSGI

Business Services & Growth Incubation

  • Structuring, Incorporation &a Accounting Advisory
  • Process Efficiency, Complian Tax Planning & Filing
  • Brand Building, Mobile Marketing &a Data Analytics
  • Digital Presence & Social Media
  • Information Technology Services
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FTPS

Financial Technology & Payment Solutions

  • Structuring, Incorporation & Accounting Advisory
  • Process Efficiency, Compliance, Tax Planning & Filing
  • Brand Building, Mobile Marketing & Data Analytics
  • Digital Presence & Social Media
  • Information Technology Services
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CMIB

Capital Markets & Investment Banking

  • Capital Raising to Promote Growth
  • Financial Advisory & Transaction
    Integration
  • Sell-side Mergers & Acquisitions
  • Buy-side Mergers & Acquisitions
  • Decision Science & Risk Assurance
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TC

Tax Credits

  • Employee Retention Credit (ERC)
  • Research & Development (R&D)
  • Self-Employed Tax Credit (SETC)
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BSGI

Business Services & Growth Incubation

  • Structuring, Incorporation &a Accounting Advisory
  • Process Efficiency, Complian Tax Planning & Filing
  • Brand Building, Mobile Marketing &a Data Analytics
  • Digital Presence & Social Media
  • Information Technology Services
bsgi
bsgi

FTPS

Financial Technology & Payment Solutions

  • Structuring, Incorporation & Accounting Advisory
  • Process Efficiency, Compliance, Tax Planning & Filing
  • Brand Building, Mobile Marketing & Data Analytics
  • Digital Presence & Social Media
  • Information Technology Services

CMIB

Capital Markets & Investment Banking

  • Capital Raising to Promote Growth
  • Financial Advisory & Transaction
    Integration
  • Sell-side Mergers & Acquisitions
  • Buy-side Mergers & Acquisitions
  • Decision Science & Risk Assurance
bsgi
bsgi

TC

Tax Credits

  • Employee Retention Credit (ERC)
  • Research & Development (R&D)
  • Self-Employed Tax Credit (SETC)

Book A Free Consultation

Book a no-obligation 15-minute consult and join thousands of other
business that we are helping qualify for the program.

Team

We believe in engaging people who are instinctively inclined to support our clients and yet challenge them to superior levels. Our people measure our success by a singular yardstick - the measurable impact of our services to our clients. We strive to build a work-culture where client's success is synonymous with ours.

Impact

In a world where over a billion are malnourished and even more lack clean water, one in five children receives no education and faces significant risks. It's crucial to implement both preventive and remedial measures to address these issues. We must act swiftly to ensure global well-being and sustainability.

Philosophy

To us, our clients' business is our business. We train to think like our clients' partners, making their goals our primary focus. We strive to understand and align with their aspirations. At Occams, our values are straightforward and easy to follow, reflecting our deep dedication to client success.

Clients Testimonials

Real Feedback from Our Clients: Hear What They Have to Say

Employee Testimonials

From Our Team: Genuine Insights into Our Workplace Culture


Occams has consistently remained hyper employee focused on learning and evolving and supporting the company's employees has far exceeded my expectations.

- Steven Miltonberg

AVP - Client Relations


"One of my most memorable moments at Occams Advisory was the realization that I would be working with a corporate company that offered numerous benefits and opportunities for professional growth. It was a moment of excitement and anticipation as I envisioned the possibilities for my career development and personal advancement within the organization. This realization marked a significant turning point in my professional journey, as I recognized the potential for learning, advancement, and long-term stability that Occams Advisory offers. It was a moment filled with hope and optimism for the future, knowing that I had found a company where I could thrive and achieve my career aspirations. Since that moment, I have been grateful for the support, mentorship, and opportunities for growth that Occams Advisory has provided. It has been a fulfilling experience, and I look forward to continuing to learn, evolve, and contribute to the success of the company in the years to come."

- Maria Antonio

AVP - Client Relations


"The company's values of maximizing human potential and achievement manifest in my daily work through a consistent emphasis on trustworthiness, reliability, and accountability. Being trustworthy and reliable in the workplace means consistently demonstrating integrity through actions, not just words. I take ownership of my commitments, ensuring that I deliver high-quality work and meet deadlines. Additionally, the company fosters an environment that encourages continuous learning and professional development. This focus on growth enables me to expand my skills and knowledge, which in turn enhances my ability to contribute effectively to the team and the company's success. Collaborating with colleagues across various functions allows us to share expertise, support one another, and collectively drive towards our goals. I have seen firsthand how our values translate into tangible outcomes. For example, in working with the ERC Service, our commitment to client success means we go above and beyond to ensure clients receive the best possible guidance and support. This dedication not only helps our clients achieve their objectives but also reflects the company's broader mission of maximizing human potential and achievement. Through these practices, the values of trustworthiness, reliability, and continuous improvement are woven into the fabric of our daily operations, driving both individual and collective success."

- Llajaira Soto

AVP - Client Success


Work from home support that allows me to maximize time with family outside of working hours.

- Jesse Westfall

Associate - Client Relations


The company's values of maximizing human potential and achievement resonate deeply with me in my daily work. Each day, I'm encouraged to push my boundaries and strive for personal growth and development. Whether it's through ongoing learning opportunities, mentorship programs, or challenging projects, I'm constantly inspired to maximize my potential.

- Peter Braganza

Associate - Client Relations


The company has met my expectations in terms of Work culture, the dedication towards work, the challenges we face across & learning that keeps us going

- Radhika Garg

Analyst - Finance & Accounting


"Occams Advisory has provided me with vast opportunities to explore my domain of work, helping to shape both my personality and my outlook on various aspects of my field. Working here under amazing leadership has significantly contributed to my professional development. "

- Soniya Ghosh

Associate - HCMI

Blog Deep Insights

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The Future of R&D Tax Credits: Adapting to Emerging Technologies

Jul 16, 2024

Blog At A Glance: Executive Summary Introduction Understanding Emerging Technologies Identifying Qualifying R&D Activities Documentation and Compliance Case Studies Adapting Documentation and Compliance for New Technologies Future Trends in R&D...

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Breathing Life Back into Business: A Staffing Company’s Success Story

Jun 5, 2024

Blog At A Glance: Understanding Ms. Terri's Needs: Discovering the Tax Credit Lifeline: A Turning Point for Ms. Terri's Business: Beyond Recovery, a Renewed Partnership: At Occams Advisory, we're passionate about empowering businesses to thrive. Recently, we...

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How Occams Advisory Helped a Local SME Maximize Tax Advantages

May 8, 2024

Blog At A Glance: Client Challenge Solution Results Client Testimonial ConclusionClient: B**N*A Logistics (Logistics) Challenges: Many small and medium-sized businesses (SMEs) struggle to stay informed about the ever-changing tax landscape. This can lead to missed...


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Unleash THE
OCCAMS WAY

We offer a FREE 30-minute consultation to help you identify areas of your business or personal finances where you can get immediate results by using our evidence-based approach to superior results.

Grow your Company with us

Get Instant Help

Get in touch with our team via live chat. They are available 24x7.

Buzz us in! We will reply within 2-4 business hours.

help-box

Unleash THE
OCCAMS WAY

We offer a FREE 30-minute consultation to help you identify areas of your business or personal finances where you can get immediate results by using our evidence-based approach to superior results.

Grow your Company with us

Get Instant Help

Get in touch with our team via live chat. They are available 24x7.

Buzz us in! We will reply within 2-4 business hours.