These top financial consulting firms offer a wide range of high-quality services, including investment and tax planning, retirement and estate planning, and advice on financial transactions. Compare agencies based on case studies, testimonials, reputation, and cost to find the right partner for your business.

Best Financial Consultant Services

641 Companies - Rankings updated: August 19, 2026

We evaluate every business consulting firm on DesignRush according to expertise credentials and client satisfaction ratings. Some placements are sponsored.

Expertise
Finance
All Client Types
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  • Sigma Software

    Superior Business Solutions

    Superior Business Solutions

    Sigma Software specializes in developing software and is a globally distributed team of more than 2000 skilled IT professionals, spanning 12 countries including the USA, Sweden, UK, Canada, Israel, Singapore, UAE, Australia, Austria, Ukraine, and more. With a track record of over 20 successful years, we take...

    Top Services:

    • Software Development
    • Web Design
    • Mobile App Development
    • VR/AR
    • Business Consulting
    • Show more
    Location
    Lviv, Ukraine
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    14 Projects Listed
    View Profile
    4.6 4.6 (4)
    4.8 4.8 (81)

  • Itransition

    Verified Verified by the DesignRush team for authenticity and credibility.
    Turning Software Ideas Into Reality

    Turning Software Ideas Into Reality

    Itransition specializes in assisting startups and medium to large scale businesses with their software solution needs. Our range of services encompasses the entire development lifecycle, from initial business process inquiry and modeling to comprehensive systems engineering...

    Top Services:

    • Software Development
    • IT Services
    • Business Consulting
    • eCommerce Development
    • Cloud Consulting
    • Show more
    Location
    Lakewood, Colorado
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $50,000 & Up
    Portfolios Count
    8 Projects Listed
    View Profile
    4.6 4.6 (3)

  • Helpware

    End-to-end CX solutions that delight customers.

    End-to-end CX solutions that delight customers.

    Make customer experience your strongest competitive advantage. CX forms the beating heart of Business Process Management, delivering success by boosting customer retention and ensuring less costly, more efficient operations...

    Top Services:

    • Customer Support
    • BPO
    • Call Centers
    • Phone Answering Services
    • Business Consulting
    • Show more
    Location
    Lexington, Kentucky
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    17 Projects Listed
    View Profile
    4.6 4.6 (3)
    4.3 4.3 (6)

  • Accenture

    World Famous IT Services for Businesses

    World Famous IT Services for Businesses

    Accenture is a renowned worldwide IT services company that excels in digital, cloud, and security solutions. With an extensive range of expertise across over 40 industries, we provide a comprehensive suite of services including Strategy and Consulting, Outsourcing, Interactive, Technology, IoT, and...

    Top Services:

    • Software Development
    • Cybersecurity
    • IT Services
    • IoT
    • Big Data Analytics
    • Show more
    Location
    Los Angeles, California
    Number of Employees
    1000 & Up
    Portfolios Count
    4 Projects Listed
    View Profile
    4.1 4.1 (2)
    4.9 4.9 (18)

  • Adastra

    Bridging the Gap with Big Data, Connecting Possibilities with People.

    Bridging the Gap with Big Data, Connecting Possibilities with People.

    Adastra Corp connects businesses worldwide with the opportunities that data offers. With over 20 years of experience, we are leaders in Big Data, IT, and AWS consulting. We deliver high-performing, secure solutions, bridge the gap between business strategy and technology, and accelerate innovation...

    Top Services:

    • Cloud Consulting
    • Big Data Analytics
    • Software Development
    • Mobile App Development
    • IT Services
    • Show more
    Location
    Toronto, Canada
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    5 Projects Listed
    View Profile
    4.4 4.4 (52)

  • Straive

    Data Analytics & AI Operationalization Company

    Data Analytics & AI Operationalization Company

    Straive is a global leader in operationalizing enterprise AI across industries. With deep domain expertise spanning CFAs, MBAs, and PhDs, and over 100 AI accelerators, we deliver measurable impact and 35x ROI for our clients...

    Top Services:

    • AI Development
    • Software Development
    • Cloud Consulting
    • Big Data Analytics
    • IT Services
    • Show more
    Location
    Singapore, Singapore
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $500/hr
    Minimal Budget
    $50,000 & Up
    View Profile

  • CBRE

    Operating Across Every Dimension

    Operating Across Every Dimension

    Offering business consulting, project management, and financial services. Manage every aspect of your real estate, from accounting and operations to sustainability and energy consumption. With scale, supply chain expertise and innovative technology, CBRE's experts help you reduce costs, increase efficiencies...

    Top Services:

    • Business Consulting
    Location
    Dallas, Texas
    Number of Employees
    1000 & Up
    View Profile
    4.0 4.0 (57)

  • Kastech

    Knowledge is our strength.

    Knowledge is our strength.

    Kastech Software, based in Houston of Texas, United States of America, is a pioneer in offering various software services with special reference to AR/VR, ERP, and Oracles PeopleSoft...

    Top Services:

    • Staff Augmentation
    • Software Development
    • Big Data Analytics
    • Business Consulting
    • Show more
    Location
    Richmond, Texas
    Number of Employees
    1000 & Up
    View Profile
    4.0 4.0 (23)

  • KPMG

    Together, we achieve more.

    Together, we achieve more.

    Offering project management, business, and IT services. At KPMG LLP, their purpose is to turn knowledge into value for the benefit of their clients, people, and the capital markets...

    Top Services:

    • Business Consulting
    • Market Research
    • Accounting
    • HR Outsourcing
    • IT Services
    • Show more
    Location
    New York City, New York
    Number of Employees
    1000 & Up
    View Profile
    4.3 4.3 (56)

  • Crowe

    Empowering Your Accounting Decisions.

    Empowering Your Accounting Decisions.

    Crowe LLP is a global accounting firm offering audit, tax, advisory, and consulting services. With deep industry expertise, we empower businesses to make informed decisions for lasting value. Recognized as a top workplace, we leverage our partnership with Crowe Global to provide comprehensive solutions...

    Top Services:

    • Accounting
    • HR Outsourcing
    • Business Consulting
    • Market Research
    • BPO
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    1000 & Up
    View Profile
    2.6 2.6 (5)

  • Five Star Solutions

    We Focus On Customer Service So You Can Focus On Your Business.

    We Focus On Customer Service So You Can Focus On Your Business.

    Five Star Solutions is a premier, mid-sized contact center outsourcer dedicated to delivering world-class customer care. By blending boutique-level agility with enterprise-grade capabilities, the company serves as a seamless extension of its clients' brands...

    Top Services:

    • Business Consulting
    • Call Centers
    • BPO
    • Phone Answering Services
    • Show more
    Location
    Sioux Falls, South Dakota
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $50,000 & Up
    View Profile

  • Usetech

    Innovative AI solutions for your business

    Innovative AI solutions for your business

    Since 2006, we have been developing unique and powerful business solutions in various industries, such as Retail & eCommerce, FinTech & Banking, Manufacturing, Oil & Gas, Telecom, Software & Hi-Tech and Insurance. Usetech provides services in AI, Machine Learning, Data Science, Big Data, etc...

    Top Services:

    • AI Development
    • IoT
    • Software Development
    • Software Testing
    • Big Data Analytics
    • Show more
    Location
    Dubai, United Arab Emirates
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    4 Projects Listed
    View Profile

  • PwC

    Building trust in society and solving important problems.

    Building trust in society and solving important problems.

    We’re a network of firms in 155 countries with over 284,000 people who are committed to delivering quality in BPO, project management, assurance, advisory, IT, and tax services...

    Top Services:

    • Market Research
    • BPO
    • HR Outsourcing
    • Accounting
    • Business Consulting
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    1000 & Up
    View Profile
    4.6 4.6 (74)

  • Deloitte

    Collaborating for Lasting Impact in Business Consulting

    Collaborating for Lasting Impact in Business Consulting

    Join us at Deloitte, where we believe that our collective influence is the cornerstone of our value. With a rich legacy spanning over 175 years and a global network encompassing 150 countries, we empower remarkable achievements, solve complex problems, and drive meaningful progress for clients, professionals...

    Top Services:

    • Business Consulting
    • Accounting
    • HR Outsourcing
    • Big Data Analytics
    • CRM Consulting
    • Show more
    Location
    New York City, New York
    Number of Employees
    1000 & Up
    Portfolios Count
    6 Projects Listed
    View Profile
    3.4 3.4 (83)

  • Outsource2india

    Back Office Support Services

    Back Office Support Services

    Outsource2india is a pioneering outsourcing company, providing a variety of Back Office Support services for global organizations...

    Top Services:

    • BPO
    • Business Consulting
    Location
    Princeton, New Jersey
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Acuity Knowledge Partners

    Empowering Global Financial Innovation

    Empowering Global Financial Innovation

    Acuity Knowledge Partners delivers bespoke research, analytics, and technology solutions to the financial services sector. With a global team of over 6,200 experts, the firm partners with asset managers, investment banks, and private equity firms to drive efficiency, boost revenue, and transform operations...

    Top Services:

    • Business Consulting
    Location
    London, United Kingdom
    Number of Employees
    1000 & Up
    View Profile

  • Eide Bailly

    Grow fearlessly with Eide Bailly, your accounting ally.

    Grow fearlessly with Eide Bailly, your accounting ally.

    Eide Bailly is the trusted accounting partner for business growth and technology solutions. We embrace change and support companies experiencing growth challenges. We have a local presence in 13 states and a focus on superior accounting services...

    Top Services:

    • Business Consulting
    • Accounting
    • HR Outsourcing
    • IT Services
    • Cybersecurity
    • Show more
    Location
    Fargo, North Dakota
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $145/hr
    View Profile
    3.3 3.3 (4)

  • RGP

    Dare to Work Differently®

    Dare to Work Differently®

    Deliver on your organizations biggest opportunities by partnering with RGP's global team of experts. They can create transformative change that drives business growth. A different way of working starts now!...

    Top Services:

    • Business Consulting
    Location
    Los Angeles, California
    Number of Employees
    1000 & Up
    View Profile

  • Maxim Liberty

    Complete outsourced accounting departments & bookkeeping since 2005.

    Complete outsourced accounting departments & bookkeeping since 2005.

    Complete Outsourced Accounting Department and premium bookkeeping partner for CPA firms and businesses across the USA and Canada. 100% human-led, white-label support since 2005...

    Top Services:

    • Accounting
    • BPO
    • Business Consulting
    Location
    San Juan, Puerto Rico
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $30/hr
    Minimal Budget
    Under $1,000
    View Profile

  • QX Accounting Services

    Outsourced Accounting, Tax Prep, & Audit Services

    Outsourced Accounting, Tax Prep, & Audit Services

    QX Accounting Services is a market-leading outsourcing provider of accounting & bookkeeping, audit, tax, and consulting services to growth-focused accounting firms...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Skipton, United Kingdom
    Number of Employees
    1000 & Up
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • Protiviti

    Global Business Consulting Excellence

    Global Business Consulting Excellence

    Protiviti is a global consulting firm that offers deep expertise, objective insights, and tailored solutions to empower leaders in tackling future challenges. With a comprehensive range of services spanning finance, technology, operations, data, analytics, governance, risk, and internal audit, we serve...

    Top Services:

    • Business Consulting
    • IT Compliance Solution
    • Big Data Analytics
    • IT Services
    • Cybersecurity
    • Show more
    Location
    Boston, Massachusetts
    Number of Employees
    1000 & Up
    Portfolios Count
    5 Projects Listed
    View Profile
    5.0 5.0 (1)

  • Grant Thornton

    IT, Business, BPO, Audit, Tax and Advisory are just the beginning.

    IT, Business, BPO, Audit, Tax and Advisory are just the beginning.

    Grant Thornton LLP (US) is an IT, project management, audit, tax, AgTech, and BPO company headquartered in Chicago, Illinois with over 50 U.S. offices and access to a global network or member firms in over 135 countries. We offer a broad range of services in strategy and consulting, operations, technology and...

    Top Services:

    • Accounting
    • Business Consulting
    • Market Research
    • HR Outsourcing
    • Software Development
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed
    View Profile
    4.5 4.5 (13)

  • RSM Singapore

    The Power Of Being Understood

    The Power Of Being Understood

    RSM Singapore (RSM新加坡) is the largest professional services firm outside the Big Four in Singapore and a member of RSM, the sixth-largest network of audit, tax and consulting professionals. As part of this integrated global network with offices worldwide, we share skills, insights, and resources, guided...

    Top Services:

    • Business Consulting
    Location
    Singapore, Singapore
    Number of Employees
    1000 & Up
    View Profile
    2.8 2.8 (19)

  • Quislex

    Built Differently to Delight.

    Built Differently to Delight.

    QuisLex is an award-winning alternative legal services provider that specializes in managed document review, contract management, compliance services, legal spend management, and legal operations consulting...

    Top Services:

    • BPO
    • Business Consulting
    Location
    New York City, New York
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $20/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Axendi

    Value Driven Experience

    Value Driven Experience

    Axendi is one of Europes leading providers of AI-powered contact center and BPO services. Since 2008, Axendi has been designing value-driven customer experiences by combining operational expertise with technology and in-depth vertical advisory...

    Top Services:

    • Call Centers
    • BPO
    • Customer Support
    • Phone Answering Services
    • AI Development
    • Show more
    Location
    Warsaw, Poland
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $25/hr
    View Profile
    3.4 3.4 (34)

  • EY

    Building A Better Working World

    Building A Better Working World

    EY offers Accounting, Business Consulting, and IT Services with a mission to build a better working world. It provides insights and quality services that instill trust in global capital markets and economies. EY focuses on developing exceptional leaders who deliver on their commitments to all stakeholders...

    Top Services:

    • Business Consulting
    • HR Outsourcing
    • Accounting
    • Cybersecurity
    • IT Services
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    1000 & Up
    View Profile

  • Insperity

    Comprehensive HR Solutions, Unmatched Care and Sustainable Growth

    Comprehensive HR Solutions, Unmatched Care and Sustainable Growth

    We offer comprehensive and scalable HR solutions with unmatched care. Leverage our premium services and technology for administrative relief, reduced liabilities and better benefits. With a nationwide impact and local presence, we drive sustained growth for businesses and make a difference in communities...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    Location
    Houston, Texas
    Number of Employees
    1000 & Up
    Portfolios Count
    3 Projects Listed
    View Profile
    4.1 4.1 (99)

  • Exadel

    Advance Your Business Through Technology.

    Advance Your Business Through Technology.

    Exadel is a leading global consulting and engineering company that delivers technology transformation to help customers become digital leaders in their industries...

    Top Services:

    • Software Development
    • AI Development
    • IT Services
    • Big Data Analytics
    • Business Consulting
    • Show more
    Location
    Walnut Creek, California
    Number of Employees
    1000 & Up
    Portfolios Count
    6 Projects Listed
    View Profile
    4.2 4.2 (5)

  • North Highland

    Transform Insight Into Impact People. Data. Change.

    Transform Insight Into Impact People. Data. Change.

    North Highland is a global change-and-transformation consultancy that blends deep data & analytics expertise with people-centric change management delivering business intelligence, digital transformation and sustainable operational change for public and private sector clients worldwide...

    Top Services:

    • Business Consulting
    • Big Data Analytics
    Location
    Atlanta, Georgia
    Number of Employees
    1000 & Up
    View Profile
    4.0 4.0 (4)

  • Etech

    Growth Through Servant Leadership

    Growth Through Servant Leadership

    Etech is an omnichannel customer engagement solutions provider for some of the world’s leading and most respected brands. The experience Etech has gained across a wide range of business verticals allows us to continuously deliver exceptional, personal customer experiences...

    Top Services:

    • BPO
    • Call Centers
    • Customer Support
    • Business Consulting
    • Show more
    Location
    Nacogdoches, Texas
    Number of Employees
    1000 & Up
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    3.3 3.3 (63)

  • Warren Averett

    Accounting Beyond Excellence.

    Accounting Beyond Excellence.

    Warren Averett is a leading accounting firm in the Southeastern region, ranked among the top 35 in the United States. Our comprehensive services go beyond traditional accounting, encompassing corporate advisory, technology solutions, HR support and more. With a strong team of over 800 professionals, including...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Houston, Texas
    Number of Employees
    1000 & Up
    View Profile
    3.4 3.4 (5)

  • N2S Global

    Bridging Borders, Simplifying Payroll & Compliance.

    Bridging Borders, Simplifying Payroll & Compliance.

    N2S offers global workforce solutions, enabled by local expertise. This done by simplifying the hiring process through extensive payroll support and focus on compliance...

    Top Services:

    • Business Consulting
    • BPO
    • HR Outsourcing
    Location
    Jersey City, New Jersey
    Number of Employees
    1000 & Up
    Minimal Budget
    Under $1,000
    View Profile

  • Kanda Software

    A Reliable Full-Service Software Development, Cloud, DevOps and QA Partner

    A Reliable Full-Service Software Development, Cloud, DevOps and QA Partner

    Leveraging 30 years of excellence designing, developing, deploying and supporting world-class software solutions, Kanda Software has established itself as a trusted Software Development, Cloud Engineering, DevOps and QA partner for companies ranging from innovative startups to large enterprises...

    Top Services:

    • Software Development
    • Mobile App Development
    • IT Services
    • IoT
    • VR/AR
    • Show more
    Location
    Boston, Massachusetts
    Number of Employees
    500 - 999
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $50,000 & Up
    Portfolios Count
    16 Projects Listed
    View Profile
    4.7 4.7 (4)
    4.8 4.8 (8)

  • Unity Communications

    We Drive Success.

    We Drive Success.

    Established in 2009, Unity Communications is a US-based Business Process Outsourcing (BPO) company specializing in sales, technical support, customer service and administrative support services...

    Top Services:

    • BPO
    • Customer Support
    • Business Consulting
    • Call Centers
    • Show more
    Location
    Gilbert, Arizona
    Number of Employees
    500 - 999
    Average Hourly Rate
    $9/hr
    Portfolios Count
    3 Projects Listed
    View Profile
    4.5 4.5 (2)
    3.6 3.6 (8)

  • Netguru

    Netguru | Accelerate Digital Commerce

    Netguru | Accelerate Digital Commerce

    Netguru is a trusted partner in digital commerce. We help leading brands modernize B2B solutions, marketplaces, and retail ecosystems with AI-driven technology, design, and engineering excellence...

    Top Services:

    • Web Design
    • Web Development
    • Product Design
    • Mobile App Development
    • Software Development
    • Show more
    Location
    Poznan, Poland
    Number of Employees
    500 - 999
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    6 Projects Listed
    View Profile
    4.2 4.2 (1)
    4.5 4.5 (65)

  • Smart Outsourcing Solution

    Hire Global Talent Without Borders Legal Risk Or Delays

    Hire Global Talent Without Borders Legal Risk Or Delays

    Smart Outsourcing Solution (SOS) is your partner for compliant offshore hiring. With decades of recruitment experience and strong operations in the Philippines, we deliver remote-ready talent in AI, tech, and customer support. Our EOR solution handles everything from onboarding to payroll, giving you a...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    • BPO
    • Customer Support
    • Show more
    Location
    Muntinlupa, Philippines
    Number of Employees
    500 - 999
    Average Hourly Rate
    $10/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    5.0 5.0 (4)

  • Oxford Global Resources

    Bringing Bright Ideas to the Table, to Find the Right Solutions Together.

    Bringing Bright Ideas to the Table, to Find the Right Solutions Together.

    Oxford Global Resources is an IT training, talent-driven staffing and consulting company with more than 30 offices across North America and Europe. We provide you with the flexibility to scale your workforce in various ways and build a customized solution to meet your objectives. Our services range from...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    • Staff Augmentation
    Location
    Los Angeles, California
    Number of Employees
    500 - 999
    View Profile
    5.0 5.0 (3)

  • Market Force Information LLC

    Customer Experience Our Passion

    Customer Experience Our Passion

    Market Force is a customer experience, employee engagement, and operational optimization firm that helps multilocation businesses improve performance through data-driven insights, analytics, consulting, and performance measurement solutions. The agency supports brands in hospitality, retail, convenience...

    Top Services:

    • BPO
    • Business Consulting
    • Staff Augmentation
    • AI Development
    • Show more
    Location
    Peachtree Corners, Georgia
    Number of Employees
    500 - 999
    View Profile
    3.3 3.3 (6)

  • PKF O'Connor Davies

    Global Accounting Expertise

    Global Accounting Expertise

    PKF O’Connor Davies is the lead North American representative in PKF International, a global network of legally independent accounting and advisory firms located in over 400 locations, in 150 countries around the world...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    New York City, New York
    Number of Employees
    500 - 999
    View Profile
    4.8 4.8 (17)

  • Innovature

    Empowering Innovations with Artificial Intelligence

    Empowering Innovations with Artificial Intelligence

    Innovature is a global business consulting and technology services provider that specializes in delivering high-quality IT solutions. With a focus on digital and technology transformations, they offer custom software development and consulting services across various technology verticals, in addition to...

    Top Services:

    • Mobile App Development
    • AI Development
    • Business Consulting
    • Cloud Consulting
    • IoT
    • Show more
    Location
    Chiyoda City, Japan
    Number of Employees
    500 - 999
    Average Hourly Rate
    $49/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    5.0 5.0 (1)

  • Tarmac.IO

    We help businesses design, build, scale, and support exceptional software.

    We help businesses design, build, scale, and support exceptional software.

    The Tarmac Team of experts puts customer experience at the center of everything they do. They combine highly skilled engineers and proven methods to deliver exceptional results for their clients...

    Top Services:

    • Web Development
    • Web Design
    • UI/UX Design
    • Software Development
    • Business Consulting
    • Show more
    Location
    Minneapolis, Minnesota
    Number of Employees
    500 - 999
    View Profile

  • Futurism Security

    Empowering A Secure Digital Future

    Empowering A Secure Digital Future

    Futurism Security, a division of Futurism Technologies, operates from India with offices in Pune as well as global locations including Boston, New Jersey, Germany, Australia, and the UAE. Originally founded in 2003 as an IT software development company, it has expanded its expertise into cybersecurity over...

    Top Services:

    • Cybersecurity
    • IT Services
    • Cloud Consulting
    • Business Consulting
    • Show more
    Location
    Boxborough, Massachusetts
    Number of Employees
    500 - 999
    Average Hourly Rate
    $30/hr
    Minimal Budget
    Under $1,000
    View Profile

  • Expertcallers

    Delivering Customer Service with a Personal Touch

    Delivering Customer Service with a Personal Touch

    ExpertCallers, a Flatworld Solutions company, strives to help you build and nurture exceptional relationships with your customers. With over 12 years of experience in providing timely, reliable and efficient call center outsourcing services, we have perfected the art of transforming customer experiences into...

    Top Services:

    • Call Centers
    • Creative Services
    • eCommerce
    • BPO
    • Customer Support
    • Show more
    Location
    Princeton, New Jersey
    Number of Employees
    500 - 999
    Minimal Budget
    Under $1,000
    Portfolios Count
    4 Projects Listed
    View Profile

  • ETG Digital

    Your Trusted Salesforce Consulting

    Your Trusted Salesforce Consulting

    ETG Digital is a results-driven Salesforce consulting company helping businesses streamline operations, improve customer engagement, and scale efficiently. We specialize in Salesforce implementation, customization, integration, and AI-powered solutions tailored to your business needs. Our expert team ensures...

    Top Services:

    • CRM Consulting
    • Cloud Consulting
    • IT Services
    • DevOps Consulting
    • Big Data Analytics
    • Show more
    Location
    McKinney, Texas
    Number of Employees
    500 - 999
    View Profile

  • Buzzacott

    Guiding Your Financial Future With Confidence.

    Guiding Your Financial Future With Confidence.

    Buzzacott is a leading UK accounting firm based in London, offering tailored expertise to a diverse clientele. With over 600 professionals, Buzzacott provides comprehensive accounting and advisory services. Committed to client-centric relationships, Buzzacott blends experience with modern insights to deliver...

    Top Services:

    • Accounting
    • HR Outsourcing
    • Business Consulting
    Location
    London, United Kingdom
    Number of Employees
    500 - 999
    View Profile
    4.2 4.2 (16)

  • CloudSpace LLC

    Your Complete RPO, IT, and Healthcare Staffing Solutions.

    Your Complete RPO, IT, and Healthcare Staffing Solutions.

    You have arrived at the ideal location if you are seeking a trustworthy partner to simplify your staffing requirements. Leading IT and healthcare staffing Solutions Cloud Space LLC is committed to producing customized and significant outcomes...

    Top Services:

    • Business Consulting
    • HR Outsourcing
    • Market Research
    • BPO
    • Show more
    Location
    Charlotte, North Carolina
    Number of Employees
    500 - 999
    Average Hourly Rate
    $25/hr
    View Profile

  • Alikhan Global Outsourcing

    Saving You Millions, So You Can Make Billions.

    Saving You Millions, So You Can Make Billions.

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Why People Trust DesignRush

Rated 4.8 on Google and 4.7 on Trustpilot, DesignRush Agency Directory is a reliable resource for finding financial consulting firms. We owe this to our executive selection team, which follows a strict screening process when featuring agencies on the platform, assessing key performance indicators, like portfolio, client reviews, and industry reputation.

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  • Our dedicated team of agency experts actively searches the web for top-performing companies. We then pull information from their websites, online presence, and client testimonials to verify their status and qualifications prior to listing.
  • The agencies listed get notified of their profiles on the website and they can choose to claim it or not, which suggests their availability for more collaborations.

Agencies can also reach out to DesignRush and must go through the verification process prior to being listed.

Financial Consulting Firm Hiring Guide

What is a financial consulting firm?

A financial consulting firm is a firm that acts as a strategic partner, offering your business financial consultation services and strategic planning to guide it toward growth opportunities. These firms go beyond basic financial advice by delving deeper into roadmap development, risk management, and long-term financial goals achievements. 

Financial consulting firms house a team of experienced professionals with diverse expertise in various verticals, which we can further group into areas of focus and client types. Specifically, these are the most common financial consultants and their specializations: 

By area of focus: 

  • Strategic financial consultants 
    Focus on the big picture, working with businesses to define financial goals, develop strategic plans, and manage financial risks 
  • Investment consultants 
    Manage investment portfolios and assist with asset allocation, selecting securities, and creating investment strategies aligned with the business’ needs 
  • Mergers and Acquisitions (M&A) consultants 
    Guide the M&A process, from valuation and due diligence to negotiation and closing 
  • Business valuation consultants 
    Specialize in determining the fair market value of a business for sales, estate planning, or attracting investors by accurately assessing a company’s worth 
  • Litigation support consultants 
    Offer services like forensic accounting, fraud investigation, or calculating economic damages to support your case. They act as your financial warriors in the courtroom 
  • Succession planning consultants 
    Help businesses develop a strategy to ensure a smooth transition of ownership and leadership 

By client type: 

  • Corporate financial consultants 
    Cater to the needs of corporations, helping them with strategic financial planning, risk management, and improving financial performance 
  • Family office consultants 
    Manage the financial affairs of high-net-worth individuals and families. Services include but are not limited to investment management, estate planning, and tax strategies 
  • Non-profit financial consultants 
    Provide financial guidance to non-profit organizations, assisting them with budgeting, fundraising, and ensuring financial sustainability. They help non-profits achieve their social mission while maintaining sound financial practices 

Success Story 

The following success story of a global skincare company perfectly describes the benefits of hiring a financial consulting firm.  

  • Challenge: The skincare company was struggling with its inefficient book closing, which took over 40 days to complete, leaving key stakeholders and its private equity sponsor to wait for critical financial reports. Additionally, these reports lacked valuable insights that could guide future business decisions.  
  • Solution: To address the problem, Protiviti conducted a thorough assessment and redesign of the company’s existing book closing, reporting, and forecasting processes. The financial consulting firm pinpointed inefficiencies and areas for improvement. With a focus on transparency and data-driven decision-making, it transformed the client’s processes to meet the increased business demands. 
  • Results: The client’s book closing process was streamlined within 25 days. Inventory closing time was slashed from five days to 4 hours. This newfound efficiency translated into enhanced financial reporting. Monthly reports were enriched with valuable analytics, providing stakeholders with a much clearer picture of the company's financial health. 

What do financial consulting firms do?

Financial consulting firms offer businesses a wide range of services to improve their financial situation and help them succeed. Here’s a breakdown of their core functionalities: 

Strategic financial planning and analysis: 

  • Goal setting and roadmap 
    Collaborate with you to define your financial goals, whether maximizing profitability, expanding operations, or preparing for an exit strategy. They then develop a roadmap outlining actionable steps to achieve these goals 
  • Financial modeling and forecasting 
    Use financial modeling tools to predict future cash flow, analyze potential scenarios, and assess the financial implications of business decisions 
  • Market research and analysis 
    Stay updated on relevant industry trends, economic factors, and competitor analysis to provide insights into making informed strategic decisions 

Risk Management and Mitigation: 

  • Identifying financial risks 
    Analyze your financial data to uncover potential risks, such as fluctuations in currency exchange rates, rising interest rates, or economic downturns 
  • Developing risk management strategies 
    Work with you to implement strategies to mitigate these risks, including diversification of investments, hedging strategies, or contingency plans 
  • Stress testing 
    Perform stress tests to simulate how your business might respond to various economic or market scenarios, helping you prepare for potential challenges 

Business improvement: 

  • Cost reduction strategies 
    Analyze your spending patterns and identify areas where you could optimize costs. This could involve streamlining operations, negotiating better deals with vendors, or identifying tax-saving opportunities 
  • Increased revenue generation 
    Assist in developing strategies to expand your customer base, improve pricing models, or enter new markets, ultimately leading to increased revenue streams 
  • Performance measurement and benchmarking 
    Consultants set up key performance indicators (KPIs) to track your financial progress and benchmark your performance against industry standards 

Specialized services: 

  • Investment management 
    Assist with portfolio allocation, asset selection, and managing investment strategies 
  • Mergers and acquisitions (M&A) 
    Guide through the M&A process, from valuation to negotiation and due diligence 
  • Business valuation 
    Help in determining the fair market value of your business for various purposes such as sale or estate planning 

Success Story 

Financial consultant services help businesses thrive and take on opportunities to scale their growth. One prime example is the success story of a leading U.S. asset management firm aspiring for global expansion.  

  • Challenge: The asset management firm’s fragmented financial data systems hindered their aspiration for global expansion. Manual reporting processes lacked agility and provided limited insights for informed decision-making. 
  • Solution: To address these problems, Grant Thornton assessed the company’s needs, defined a clear project plan, and leveraged its finance and industry expertise. It streamlined data, automated reporting, and established data governance to deliver faster, more insightful reports for global expansion. 
  • Results: The collaboration led to the deployment of a new system and it empowered leaders with data-driven decisions. Comprehensive dashboards offered insights across all business units. Reporting became a breeze with centralized access to data from all 16 units in a single app. The lead time was reduced by 60%, freeing up analyst with over 50 hours monthly. 

What is the difference between a financial consultant and a financial advisor?

A financial consultant and a financial advisor differ in their approach to your finances. Financial consultants offer more specialized advice on specific areas of finance, such as investments, taxes, or tax optimization. On the other hand, financial advisors take a holistic view; they analyze your income, expenses, debts, investments, and long-term goals. 

Below is a more elaborate description of their differences: 

Financial consultant  Financial advisor 
Services are specialized, such as risk management, business planning, and tax planning  Services are more personalized, such as retirement planning, estate planning, and insurance planning 
Caters mostly to companies and organizations  Caters mostly to individuals 
Need specialized certifications based on areas of expertise like Series 7 and Chartered Financial Consultant (ChFC) licenses  Have more general certifications like the Certified Financial Planner license 
Shorter span of engagement based on the length of the service acquired  Longer commitment to its clients especially when handling clients’ long-term goals 

It’s important to remember that these are general differences rather than strict requirements for each role. There can be exceptions and some overlap in how financial advisors and consultants operate, but their involvement depends entirely on the project scope. 

How much do financial consultant services cost?

Financial consultant services cost between $590 and $10,200 annually based on $50,000 and $1million investment accounts. This price range may also vary depending on the type of service, consultant’s experience and credentials, complexity of the project, and the location of the financial consulting firm. 

Here is a breakdown of the most common cost structures of financial consultants: 

Cost structure  Price 
Hourly rate  $150-$350 
Monthly retainer  $600-$40,000 
Assets-based fees  1% of Assets Under Management (AUM) per year 

On DesignRush, the top 50 financial consulting firms charge an average of 107$ per hour. Roughly 16.7% of financial consultant services on DesignRush accept projects under $1,000, while 4.6% require a $50,000+ minimum budget. 

Why should I hire a financial consulting firm?

Hiring a financial consulting firm can streamline the complexities of investments and taxes. Beyond that, it elevates your business through specialized market expertise, enhanced strategic planning, reduced financial risk, improved financial efficiency and profitability, and access to a wide partner network, enabling you to create more informed decisions while moving your business to success. 

More specifically, you should hire a financial consulting firm because it: 

  • Offers a deep understanding of current market trends and economic factors that might affect your industry.  
  • Analyzes your financial data to uncover trends, identify strengths and weaknesses, and provide data-driven insights to inform crucial business decisions.
  • Identifies potential threats to your financial stability and proposes risk management strategies. This could encompass anything from cash flow forecasting to hedging strategies. By proactively addressing potential risks, financial consulting firms help you avoid costly financial pitfalls and ensure your business remains financially secure. 
  • Analyzes your spending and identify areas for cost optimization. This can involve streamlining operations, negotiating better deals with vendors, or identifying tax-saving opportunities. Financial consultants can also optimize your financial processes and reduce unnecessary expenses, helping your business achieve greater profitability. 
  • Often has established relationships with investment firms, insurance companies, and other financial service providers. This network can offer you access to a wider range of investment options and potentially more favorable rates. 

Success Story 

Below’s success story of a financial exchange operating company is a prime example of why you should hire a financial consulting firm.  

  • Challenge: Struggling with outdated systems and manual processes, the client found it difficult to consolidate financials, reconcile accounts, and close the books on time. These limitations made it difficult to accurately track expenses and get real-time insights which are critical roadblocks to producing new products and acquisitions. 
  • Solution: To address this problem, Withum conducted a technology assessment, pinpointing the need for a robust and up-to-date enterprise resource planning (ERP) software solution. The team recommended Oracle NetSuite and guided the client throughout procurement and implementation, laying the groundwork for future functionalities to be added in later phases. 
  • Results: The partnership resulted in the successful Phase 1 NetSuite Go-Liva on time and within budget. It boosted efficiency and reduced manual work. The enhanced data visibility provided real-time insights for the client and helped it scale its business in the long-term. 

How do I choose the best financial consultant services for my business?

To choose the best financial consultant services for your business, follow these steps: 

  1. Assess your current financial state 
    Get a clear picture of your current financial situation by gathering documents like income statements, balance sheets, and cash flow statements. Identify areas of strength and weakness. 
  2. Identify your business needs 
    Define the financial requirements of your business. Is it inventory optimization? Acquisition of assets? Or do you need assistance with managing your investment portfolio? 
  3. Outline your goals 
    Assess which financial consulting services you need on a short-term basis, like cash flow management alongside your long-term vision, such as business expansion or retirement planning. 
  4. Find potential consultants 
    Browse online directories like DesignRush to find financial consultant services that you need. Use filters based on location, team size, and budget. 
  5. Look into industry expertise 
    Explore the financial consulting firms with a proven track record in your specific industry. Look into its success stories and see how it understands the financial intricacies of its clients. 
  6. Ask for client references 
    Reach out to past clients of the consultant to assess the level of service, work ethic, and accuracy of the firm when handling financial consultancy projects. 
  7. Shortlist candidates 
    Choose your top options of financial consulting firms and reach out to express your interest in future partnership. 
  8. Send a request for proposal 
    Send them a request for proposal (RFP) and ask for a project breakdown, including milestones, scope, schedule, costs, and other desired deliverables. 
  9. Ask about investment strategies 
    Discuss the financial consultant’s approach to risk management and how it aligns with your business’ risk tolerance level. Ask about their preferred asset allocation models and investment philosophy to understand their approach to wealth management. 
  10. Look for specialized certifications 
    Certifications like Certified Financial Planner (CFP®) or Certified Financial Analyst (CFA®) indicate the consultant has passed a rigorous exam that tests their knowledge of financial planning principles, investment strategies, tax regulations, and risk management. This ensures a baseline level of competency and understanding of complex financial topics. 
  11. Inquire about fiduciary compliance 
    Fiduciary duty elevates the standard of care a consultant owes to their client. They are obligated to act with due diligence, considering your financial situation, risk tolerance, and investment goals when making recommendations. 
  12. Select the financial consultant firm of your choice 
    Choose the firm that best aligns with your business objectives, budget, and operational style. 

Still on the lookout for the best financial consultant services? We can help you get a personalized list of financial consulting firms based on your requirements — for free. Check out DesignRush Marketplace for more information. 

How do I find the best financial consulting firm on DesignRush that fits my budget?

You can find the best financial consulting firm on DesignRush that fits your budget through our filters.  Shortlist financial consultants by navigating our directory and the budget they cater to. We offer a wide range of agencies that accept projects for under $1,000 to above $50,000, as elaborated in the table below: 

Low Budget: 1k above  
Mid Budget: 10k above  
High Budget: 50k above  

Beyond budget, our directory lets you filter agencies based on key criteria like location, expertise, client reviews, and team size. This allows you to compare different companies and find the ideal fit for your financial consulting needs. 

What questions should I ask financial consulting firms before hiring one?

You should ask certain questions before hiring a financial consulting firm to assess if it possesses the experience, expertise, and approach that aligns with the financial needs of your firm. Hiring a financial consultant is a significant investment and asking the following questions empowers you to make an informed decision: 

Its Relevant Background 

  1. How long has your firm been in business? 
  2. Do you have experience working with clients in the same field or goals as ours? 
  3. What is the average tenure of your financial consultants? 
  4. What professional certifications do your consultants hold? 
  5. Have your financial consulting firm received any industry awards or recognition? 
  6. Does your firm have a clean compliance record with any regulatory bodies? 
  7. Is your firm a member of any professional associations that promote ethical standards and continuing education? 

Its Services and Processes 

  1. What financial software or technologies do you utilize in your planning process? 
  2. How do you ensure the accuracy of your forecasts? 
  3. How do you incorporate risk tolerance into your investment strategies? 
  4. How do you structure your fees? 
  5. What steps do you take to maintain ongoing compliance with fiduciary standards? 
  6. Do you offer a secure online portal for document sharing and account access? 

Related to Your Project 

  1. How do you personalize your financial planning aspects based on our needs? 
  2. Can you integrate our existing financial accounts and assets into your planning process? 
  3. How many consultants will be involved in the project? 
  4. What is your estimated timeline for completing the project? 
  5. How does your firm ensure that your advisors consistently prioritize our best interests over any potential conflicts? 
  6. Do you offer ongoing monitoring and adjustments to our financial plan as our needs evolve? 
  7. How accessible are your financial consultants for questions outside of scheduled meetings? 

What are the top financial consulting firms in the US?

The top financial consulting firms in the US are: 

  1. Grant Thornton 
    • 4.3 stars on DesignRush (1 review) 
    • 4.6 stars on Google (15 reviews) 
  2. Warren Averett 
    • 4.3 stars on DesignRush (1 review) 
    • 3.0 stars on Google (4 reviews) 
    • Top clients: Southern Research, Radiance Technologies, Pipe and Tubing 
  3. Dimov Tax 
    • 4.3 stars on DesignRush (1 review) 
    • 4.9 stars on Google (338 reviews) 
    • Top clients: eBay, Uber, PayPal, Google 
  4. Daniel James 
    • 4.8 stars on DesignRush (11 reviews) 
    • 4.9 stars on Google (73 reviews) 
    • Top clients: Grella Partnership Strategies, Cipriani USA, C London, Casa Building Materials 
  5. Protiviti 
    • 4.6 stars on DesignRush (3 reviews) 
    • 4.4 stars on Google (20 reviews) 
    • Top clients: Pinnacle Solutions 

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