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

370 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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  • Leads and Designs

    Affordable SEO & Website Design Agency

    Affordable SEO & Website Design Agency

    Leads & Designs helps service based businesses across North America with modern website designs and custom SEO marketing plans. Our agency also manages Pay Per Click and Google My Business platforms...

    Top Services:

    • Web Design
    • PPC
    • SEO
    • Digital Marketing
    • Creative Services
    • Show more
    Location
    Greater Sudbury, Canada
    Number of Employees
    Under 49
    Average Hourly Rate
    $120/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed
    View Profile

  • Now Expert Tax Consultants

    Expert Tax Solutions for Your Business Growth

    Expert Tax Solutions for Your Business Growth

    Now Expert Tax Consultants provides comprehensive financial management services, specializing in value-added tax (VAT), accounting, and business setup in the United Arab Emirates. Its expert team offers tailored solutions to help businesses meet local compliance requirements while focusing on growth. With a...

    Top Services:

    • Accounting
    • Business Consulting
    • HR Outsourcing
    • ERP Consulting
    • Show more
    Location
    Dubai, United Arab Emirates
    Number of Employees
    50 - 99
    Average Hourly Rate
    $300/hr
    Minimal Budget
    $50,000 & Up
    View Profile
    5.0 5.0 (66)

  • Codobux

    Your Partner in Development and Consultancy

    Your Partner in Development and Consultancy

    Established in 2018, Codobux has emerged as a leading provider of mobile application and web development services. Our dedicated team is committed to delivering excellence, crafting tailored digital solutions designed to drive success for your business. Partner with us to unlock the full potential of your...

    Top Services:

    • Software Development
    • Mobile App Development
    • Software Testing
    • DevOps Consulting
    • Design Services
    • Show more
    Location
    Mohali, India
    Number of Employees
    50 - 99
    Average Hourly Rate
    $33/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    4.4 4.4 (96)

  • B2B for Investment & Real Estate Marketing

    Specializing In Providing Comprehensive Solutions

    Specializing In Providing Comprehensive Solutions

    B2B Genie is a technology-driven real estate platform that provides comprehensive solutions for buying, selling, and renting properties. Designed for both individuals and businesses, the company combines real estate services with AI-powered assistance to simplify property discovery, investment decisions, and...

    Top Services:

    • Advertising
    • Business Consulting
    • Investment
    Location
    Cairo, Egypt
    Number of Employees
    100 - 249
    View Profile
    4.3 4.3 (33)

  • CIO Professional Services LLC

    Align your Business and IT, Faster.

    Align your Business and IT, Faster.

    CIO Professional Services LLC comprises a team of seasoned executives with expertise in CIO, CTO, and CSO roles, complemented by consulting partners from the Big 4. Our focus extends beyond strategy development; we specialize in guiding the execution of initiatives to ensure the delivery of tangible results...

    Top Services:

    • Business Consulting
    • Cybersecurity
    • IT Services
    • Cloud Consulting
    • Show more
    Location
    Palo Alto, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $300/hr
    Minimal Budget
    $25,000 - $50,000
    View Profile

  • Lonlogic

    London Wordpress Agency | Web Design London

    London Wordpress Agency | Web Design London

    Lonlogic is a London WordPress Agency, England, specializing in propelling B2B business growth. The company offers London web design and web development solutions to support Marketing, Sales and Service functions, focuses on enterprise class web design and WordPress development and HubSpot CMS...

    Top Services:

    • WordPress Website Design
    • Web Design
    • eCommerce Development
    • Software Development
    • Digital Marketing
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    5 Projects Listed
    View Profile

  • OVO

    Branding is not a service we offer—it’s all that we do.

    Branding is not a service we offer—it’s all that we do.

    For 15 years, OVO has built upon an ability to deliver on the promises we have made to our clients, the expertise of our people, the efficacy of our consultation and the professional manner in which we execute. We are a smaller agency by design, employing only senior staff who work collaboratively on every...

    Top Services:

    • Branding
    • Package Design
    • Graphic Design
    • Video Production
    • Print Design
    • Show more
    Location
    Portland, Oregon
    Number of Employees
    Under 49
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $25,000 - $50,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.6 4.6 (9)

  • Linten Technologies Ltd

    Transforming business through technology

    Transforming business through technology

    Modern Workplace and Cloud Technology Specialists. We are here to make IT simple for your business...

    Top Services:

    • IT Services
    • Cloud Consulting
    • Managed Services
    • IT Compliance Solution
    • Cybersecurity
    • Show more
    Location
    Manchester, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $99/hr
    Minimal Budget
    Under $1,000
    View Profile
    4.9 4.9 (33)

  • Rodriguez Holland & Co., P.C.

    Financial Management Firm

    Financial Management Firm

    Rodriguez Holland & Co., P.C. is a San Antonio, Texas based CPA firm that provides accounting services and bookkeeping services to small and medium sized businesses. If your looking for a San Antonio CPA firm that provides outstanding accounting services then contact us today. Our clients have given...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    San Antonio, Texas
    Number of Employees
    Under 49
    View Profile

  • Digital Time Savers

    High-EQ Marketing with Empathy.

    High-EQ Marketing with Empathy.

    At Digital Time Savers, we believe that the key to success lies in leveraging the human element within the digital realm. Our approach goes beyond traditional methodologies, focusing on genuine connections and personalized strategies that drive significant results for our clients. We're dedicated to being a...

    Top Services:

    • Digital Services
    • Advertising
    • eCommerce
    • Social Media Marketing
    • PPC
    • Show more
    Location
    Petrich, Bulgaria
    Number of Employees
    Under 49
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Vedant Techserve

    Building Seamless Digital Platforms for a World Without Borders

    Building Seamless Digital Platforms for a World Without Borders

    We are a technology company of the future to assist new-age enterprises in modernising their operations for the digital era...

    Top Services:

    • Web Development
    • Web Design
    • eCommerce Development
    • Business Consulting
    • IT Services
    • Show more
    Location
    Singapore, Singapore
    Number of Employees
    50 - 99
    Average Hourly Rate
    $35/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • 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)

  • Protofire

    Igniting the future of Web3

    Igniting the future of Web3

    Protofire is your next Web3 crypto partner. Developing protocols and platforms with smart contracts, dApps, developer tools, wallet solutions, and more...

    Top Services:

    • Blockchain
    • Cybersecurity
    • Business Consulting
    • Mobile App Development
    • Software Development
    • Show more
    Location
    San Juan, Puerto Rico
    Number of Employees
    50 - 99
    Average Hourly Rate
    $90/hr
    Portfolios Count
    23 Projects Listed
    View Profile

  • NOW CFO

    Your Outsourced CFO, Controller, Accounting and Finance Experts

    Your Outsourced CFO, Controller, Accounting and Finance Experts

    We are a full-service consulting firm dedicated to meeting your business financial service needs. We handle the planning and execution of a wide variety of imperative financial goals from the strategy phase to implementation...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Salt Lake City, Utah
    Number of Employees
    250 - 499
    View Profile
    4.1 4.1 (17)

  • Propr

    Outsourced Executive Director of Brand & Creative

    Outsourced Executive Director of Brand & Creative

    Outsourced Executive Director of Brand & Creative...

    Top Services:

    • Branding
    • Business Consulting
    • Creative Services
    • Content Marketing
    • Show more
    Location
    Baltimore, Maryland
    Number of Employees
    Under 49
    Average Hourly Rate
    $500/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    4 Projects Listed
    View Profile
    5.0 5.0 (12)

  • Strength in Motion Films

    Edinburgh based video production company that helps businesses in Scotland connect to their audience

    Edinburgh based video production company that helps businesses in Scotland connect to their audience

    Strength in Motion Films is an Edinburgh video production agency creating cinematic corporate videos and documentaries. We help Scottish brands drive growth through expert storytelling...

    Top Services:

    • Video Production
    • Video Marketing
    • Business Consulting
    Location
    Edinburgh, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Beyond Enterprizes

    Comprehensive Web Advisory and Development

    Comprehensive Web Advisory and Development

    In 2012, we began as a groundbreaking strategic advisory firm for blockchain. Over time, we have established exchanges across four continents and collaborated with over 50 blockchain projects, such as EOS, Bancor, and HDAC, focusing on Insurtech, FinTech, and DeFi...

    Top Services:

    • UI/UX Design
    • Web Development
    • Product Design
    • Business Consulting
    • Show more
    Location
    Cheyenne, Wyoming
    Number of Employees
    Under 49
    Average Hourly Rate
    $99/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • Clear House Accountants

    Accountants in London Helping Businesses Streamline Finances

    Accountants in London Helping Businesses Streamline Finances

    Expert accounting, tax, and advisory services tailored for startups, SMEs, and growing businesses in the UK...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.9 4.9 (34)

  • CPA Firm South Florida

    Your Financial Success, Simplified.

    Your Financial Success, Simplified.

    The firm offers tax, accounting and consulting services. We handle the back-office and bookkeeping functions of many private companies in South Florida. We are also happy to report that our lists continue to grow...

    Top Services:

    • Business Consulting
    • BPO
    • Accounting
    Location
    Fort Lauderdale, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed
    View Profile
    4.7 4.7 (39)

  • NOVUS

    Architecting growth with purpose.

    Architecting growth with purpose.

    NOVUS is an independent media agency that architects growth with purpose where every media decision is intentional, measurable, and built for impact...

    Top Services:

    • Digital Marketing
    • Media Buying
    • Social Media Marketing
    • Video Marketing
    • Advertising
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    50 - 99
    Average Hourly Rate
    $185/hr
    Minimal Budget
    $50,000 & Up
    View Profile

  • 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

  • BlancaEstudio

    Strategy meets Design.

    Strategy meets Design.

    BlancaEstudio assists clients in elevating business value by crafting creative, innovative, and visually compelling strategies. Our approach is dedicated to fostering a dynamic synergy between creativity and business objectives. We strive to deliver solutions that not only captivate visually but also...

    Top Services:

    • Branding
    • Business Consulting
    • Market Research
    • Graphic Design
    • Logo Design
    • Show more
    Location
    Santiago, Chile
    Number of Employees
    50 - 99
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    5.0 5.0 (2)

  • 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)

  • Schweitzer Consulting, LLC

    Small shop, big results.

    Small shop, big results.

    Schweitzer Consulting has been delivering boutique-style communications excellence to a diverse client base, with a primary focus on the healthcare sector, since 2004. Our comprehensive service portfolio encompasses traditional PR, crisis communications, and media relations. Our deliberate approach...

    Top Services:

    • Reputation Management
    • Public Relations
    • Branding
    • Business Consulting
    • Show more
    Location
    Honolulu, Hawaii
    Number of Employees
    Under 49
    Average Hourly Rate
    $175/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • ArganoSCMO2

    Unlock operational excellence with the Argano Luminary series.

    Unlock operational excellence with the Argano Luminary series.

    ArganoSCMO2 focuses on helping you receive more from SAPs Supply Chain suite. They understand that each company has different needs and will offer leading edge SAP Supply Chain Management solutions that will work for you...

    Top Services:

    • IT Services
    • AI Development
    • Big Data Analytics
    • Business Consulting
    • Show more
    Location
    Plano, Texas
    Number of Employees
    100 - 249
    View Profile
    4.1 4.1 (12)

  • Rudder Analytics

    Predictive and exploratory data analysis, helping businesses steer in the right direction.

    Predictive and exploratory data analysis, helping businesses steer in the right direction.

    Rudder Analytics is a leading provider of predictive and exploratory data analysis services, empowering businesses to navigate towards optimal outcomes. Our approach involves an extensive array of statistical analysis techniques and data ETL tools, fostering statistical modeling and data visualization...

    Top Services:

    • Big Data Analytics
    • Cloud Consulting
    • IT Services
    • AI Development
    • Business Consulting
    • Show more
    Location
    Pune, India
    Number of Employees
    50 - 99
    Average Hourly Rate
    $25/hr
    Minimal Budget
    Under $1,000
    View Profile
    4.8 4.8 (44)

  • Blueclone Networks

    Transforming Technology Into Growth For NJ Businesses

    Transforming Technology Into Growth For NJ Businesses

    Blueclone Networks, a Business Technology Advisor and Managed Services Provider (MSP/MSSP) provides Computer Services, Cloud Apps, VoIP, Helpdesk, and Cybersecurity to SMB along with Co-Managed IT Services to larger organizations & Enterprise...

    Top Services:

    • Managed Services
    • Cybersecurity
    • IT Services
    • Cloud Consulting
    • IT Compliance Solution
    • Show more
    Location
    Princeton, New Jersey
    Number of Employees
    Under 49
    Average Hourly Rate
    $195/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    View Profile
    5.0 5.0 (16)

  • EBC HR & Payroll Solutions

    Managing All Aspects of HR & Payroll

    Managing All Aspects of HR & Payroll

    You rely on your employees to move your business forward, they rely on you to deliver an experience equivalent to the experience they deliver to your customers - honest, accurate and timely. So how do you ensure you deliver on your obligations to your employees? Do it with the help from the EBC HR & Payroll...

    Top Services:

    • HR Outsourcing
    • Accounting
    • Business Consulting
    Location
    Buffalo, New York
    Number of Employees
    100 - 249
    View Profile
    4.6 4.6 (26)

  • DSB Rock Island

    Grow Your Business. Protect Your Wealth. Enjoy Your Success.

    Grow Your Business. Protect Your Wealth. Enjoy Your Success.

    DS+B provides business and individual clients the accounting, tax and advisory guidance that enables them to achieve financial goals – so each can enjoy and live for what they value most in life...

    Top Services:

    • Business Consulting
    • Accounting
    • BPO
    Location
    Minneapolis, Minnesota
    Number of Employees
    100 - 249
    View Profile
    2.3 2.3 (3)

  • Peterson Technology Partners

    Recruit With Confidence

    Recruit With Confidence

    Peterson Technology Partners is an IT staffing and consulting firm with over 28 years of experience, helping companies hire onshore (U.S.-based), nearshore, and offshore software engineers. We provide pre-vetted talent for roles in Java, SAP, cloud, and data engineering, supporting contract...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    Location
    Park Ridge, Illinois
    Number of Employees
    100 - 249
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.2 4.2 (29)

  • Invest Talent JSC

    Executive Search Firm in Ho Chi Minh City, Vietnam

    Executive Search Firm in Ho Chi Minh City, Vietnam

    Invest Talent JSC specializes in Executive Search & Selection services, catering to the needs of clients in Vietnam and the APAC region. As your trusted recruitment partner, I-Talent stands ready to support and facilitate your business expansion endeavors with professionalism and expertise...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    Location
    Ho Chi Minh, Vietnam
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    13 Projects Listed
    View Profile

  • Legalmate

    Legal Efficiency Without Borders

    Legal Efficiency Without Borders

    Our legal nearshore service is committed to providing our clients with high-quality legal solutions in a wide field of specialities, all performed with a high value of professional ethics and good practice...

    Top Services:

    • Business Consulting
    • BPO
    Location
    Doral, Florida
    Number of Employees
    Under 49
    Average Hourly Rate
    $35/hr
    View Profile

  • Percept Brand Design

    Brave ideas. Bold design.

    Brave ideas. Bold design.

    Percept is a branding agency in Sydney, Australia. Experts in brand identity & packaging design. Services; brand positioning, brand strategy, brand development, brand identity, brand design, branding, packaging design, brand communications, marketing communications, digital design & website design...

    Top Services:

    • Branding
    • Design Services
    • Package Design
    • Graphic Design
    • Creative Services
    • Show more
    Location
    Sydney, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $10,000 - $25,000
    Portfolios Count
    53 Projects Listed
    View Profile
    4.9 4.9 (24)

  • Brandemic India

    We Exist Because The World Needs Us

    We Exist Because The World Needs Us

    Brandemic blends creativity with user experience, crafting visually stunning yet functional designs. Our philosophy focuses on creating designs that captivate and engage, pushing boundaries in UI/UX. We pay attention to detail, use innovative colors and typography, and understand user psychology...

    Top Services:

    • Branding
    • Web Design
    • eCommerce Development
    • WordPress Website Design
    • Logo Design
    • Show more
    Location
    Bengaluru, India
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    13 Projects Listed
    View Profile
    4.7 4.7 (76)

  • The Consultancy

    Business Performance | Beyong Borders

    Business Performance | Beyong Borders

    The Consultancy Inc is a globally integrated, multi-disciplinary consultancy with a team of consultants located worldwide. Our expertise lies in driving the growth of your business, encompassing various aspects such as market expansion, corporate retreat facilitation, strategic planning and modeling, as well...

    Top Services:

    • Business Consulting
    Location
    Miami, Florida
    Number of Employees
    Under 49
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • Kaufman Rossin

    Where Accounting Innovation and Excellence Meet

    Where Accounting Innovation and Excellence Meet

    Kaufman Rossin is a top accounting firm known for its dynamic, innovative, and fun work environment. Recognized as the #1 Accounting Firm to Work For nationally and a top workplace in South Florida, we prioritize employee satisfaction. Led by visionary executives, we provide comprehensive accounting, audit...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    New York City, New York
    Number of Employees
    250 - 499
    Portfolios Count
    4 Projects Listed
    View Profile
    3.0 3.0 (1)

  • Holden Moss

    Reliable Financial & Consulting Solutions

    Reliable Financial & Consulting Solutions

    Business owners like you are seeking ideas, problem-solvers, and strategies for success. Our firm makes businesses more profitable, more valuable, and able to provide the lifestyle business owners desire...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Raleigh , North Carolina
    Number of Employees
    Under 49
    View Profile

  • EFPR Group

    Committed to Building Trust & Confidence

    Committed to Building Trust & Confidence

    EFPR Group, LLP is one of Western New York’s largest accounting and business consulting firms serving clients across the United States and around the globe. The firm is headquartered in Rochester, New York with offices in Albany, Buffalo, Corning, and Jupiter, Florida...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Rochester, New York
    Number of Employees
    100 - 249
    View Profile
    4.0 4.0 (1)

  • Clarke Executive Services Group

    Operations Consulting & Human Capital Management for Your Organization

    Operations Consulting & Human Capital Management for Your Organization

    Clarke Executive Services Group is an operations consulting and team solutions firm that works with business owners to improve the infrastructure, organization, procedures, talent, and performance of their companies. Clarke is the long-term solution for your long-term success...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    Location
    Los Angeles, California
    Number of Employees
    Under 49
    View Profile
    5.0 5.0 (1)

  • Badger CPA

    The Accounting Team for Growing Businesses

    The Accounting Team for Growing Businesses

    We are a CPA Firm based in San Antonio, TX with a team of smart, hardworking and light-hearted accounting professionals who are passionate about helping fellow business owners succeed...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    San Antonio, Texas
    Number of Employees
    Under 49
    View Profile
    4.4 4.4 (14)

  • Pengreen Design

    Simplifying complex interfaces that users love with UX/UI design for web and product.

    Simplifying complex interfaces that users love with UX/UI design for web and product.

    UX/UI Design for products and websites, we craft awesome digital experiences by simplifying and designing user-centered interfaces. We focus on UX and usability rather than short design trends.Improve the UX for your digital products and website users with our services of UX Audits, discovery, and low and...

    Top Services:

    • UI/UX Design
    • Web Design
    • Wearables
    • VR/AR
    • IoT
    • Show more
    Location
    São José do Rio Preto, Brazil
    Number of Employees
    Under 49
    Average Hourly Rate
    $60/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    View Profile

  • Hinge

    Research-Based Branding & Marketing for Professional Services Firms

    Research-Based Branding & Marketing for Professional Services Firms

    Hinge is the only agency that conducts ongoing, in-depth research into the fastest-growing firms, their buyers and their employees. With two decades of data from over 50,000 firms and buyers of their services, we know which marketing strategies and techniques work exceptionally well today, which are a waste...

    Top Services:

    • Email Marketing
    • Social Media Marketing
    • Digital Marketing
    • Content Marketing
    • SEO
    • Show more
    Location
    Arlington, Virginia
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    5.0 5.0 (8)

  • Mohamed Aasik

    Elevate Your Business with SEO Excellence: A New Perspective

    Elevate Your Business with SEO Excellence: A New Perspective

    Welcome to my comprehensive digital marketing and business consulting services. I specialize in tailoring SEO solutions to maximize your ROI, leveraging proven strategies and customized approaches for unique business needs...

    Top Services:

    • SEO
    • Digital Marketing
    • Web Design
    • Branding
    • WordPress Website Design
    • Show more
    Location
    Dubai, United Arab Emirates
    Number of Employees
    Under 49
    Average Hourly Rate
    $500/hr
    Minimal Budget
    Under $1,000
    Portfolios Count
    1 Project Listed
    View Profile

  • Relish Studio

    We help good people do great things online.

    We help good people do great things online.

    We serve leaders of purpose-driven organizations and nonprofits seeking to amplify their message and expand their mission. If you are seeking to do the most good for the world and your stakeholders, we can help you overcome the challenges and frustrations you are facing to build a website and online presence...

    Top Services:

    • Digital Marketing
    • Digital Strategy
    • WordPress Website Design
    • Web Design
    • Web Development
    • Show more
    Location
    Boulder, Colorado
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    View Profile
    5.0 5.0 (52)

  • IMC Group

    Helping Good Businesses Become Even Better

    Helping Good Businesses Become Even Better

    IMC is a leading cross-border advisory firm, and it serves large companies, multinational corporations, small and medium-sized enterprises, high-net-worth individuals, family-owned businesses and start-ups. It is a Member Firm of Andersen Global in the United Arab Emirates, Singapore and India...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Chennai, India
    Number of Employees
    50 - 99
    Average Hourly Rate
    $500/hr
    View Profile
    4.4 4.4 (17)

  • TAS Belize Digital Agency

    Your Growth, Our Mission

    Your Growth, Our Mission

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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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  • 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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