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

237 Companies - Rankings updated: September 04, 2026

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

Expertise
Finance
$1,000 - $10,000
Sort by: Sponsored
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  • Smart Robbie

    Digital Marketing Agency Sydney.

    Smart Robbie is a Northern Beaches-based web agency that specialises in WordPress website design, development, and maintenance, with a focus on helping small businesses thrive online. Offering services that include SEO, website optimisation, technical fixes, and managed hosting, Smart Robbie provides...

    Top Services:

    • Web Design
    • Web Development
    • WordPress Website Design
    • eCommerce Development
    • SEO
    • Show more
    Location
    Seaforth, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    4.3 4.3 (1)

  • Waypoint Advisory

    Make better decisions with your digital marketing investments.

    Waypoint Advisory is a digital advisory and strategy consulting firm with teams in Sydney and Melbourne. We specialise in SEO, PPC, and digital strategy consulting for business owners, in-house teams, and digital agencies. Our website design approach uses high-quality templates, delivering fully opt...

    Top Services:

    • Business Consulting
    • Design Services
    • Digital Services
    • SEO
    • UI/UX Design
    • Show more
    Location
    Melbourne, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $190/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed
    Visit Website View Profile

  • Designed To Conquer LLC

    Conquer Your Industry.

    We are a M/WBE certified full-service web design studio, based in New York City. Motivating and partnering with driven clients to make a lasting digital impression...

    Top Services:

    • Web Design
    • Graphic Design
    • Digital Strategy
    • Digital Services
    • Business Consulting
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    Visit Website View Profile
    5.0 5.0 (20)

  • Blueclone Networks

    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
    Visit Website View Profile
    5.0 5.0 (16)

  • IT Impact, Inc.

    We Help Manufacturers Modernize Their Legacy Data Systems

    IT Impact, Inc. delivers custom database and software solutions using Microsoft technologies. Through its Access Experts division, the company specializes in Microsoft Access development, database repair, system upgrades, and migrations to SQL Server and cloud platforms...

    Top Services:

    • IT Services
    • Big Data Analytics
    • Software Development
    • Cloud Consulting
    • ERP Consulting
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    Under 49
    Average Hourly Rate
    $235/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    Visit Website View Profile
    4.9 4.9 (30)

  • Horizon Creative

    A Digital Solutions Atelier

    Horizon is a digital solutions atelier that blends strategy, branding, storytelling and design to build impactful brands. We help businesses stand out in competitive markets through tailor-made communication, high-converting experiences and bold creative thinking...

    Top Services:

    • Branding
    • Business Consulting
    • Content Marketing
    • UI/UX Design
    • Public Relations
    • Show more
    Location
    Curitiba, Brazil
    Number of Employees
    Under 49
    Average Hourly Rate
    $130/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Profeina

    Consequence. Wisdom. Flexibility. Efficiency.

    The top Polish PR agency supporting foreign companies planning to enter Central-Eastern Europe. It offers public relations services mainly to B2B entities in the technology, fintech, e-commerce, VC and green transformation industries...

    Top Services:

    • Public Relations
    • Reputation Management
    • Branding
    • Creative Services
    • Content Marketing
    • Show more
    Location
    Warsaw, Poland
    Number of Employees
    Under 49
    Average Hourly Rate
    $80/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile
    5.0 5.0 (17)

  • Estes Media

    Verified Verified by the DesignRush team for authenticity and credibility.

    The Done For Your Agency As A Service

    Estes Media is a full-service, done-for-you B2B digital marketing agency. We handle everything from branding, SEO, content creation, and advertising to , web design, and social media managementso you can focus on running your business. Our transparent, goal-aligned approach ensures your digital presence...

    Top Services:

    • Branding
    • Advertising
    • SEO
    • Logo Design
    • Web Design
    • Show more
    Location
    Jersey City, New Jersey
    Number of Employees
    Under 49
    Average Hourly Rate
    $150/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed
    Visit Website View Profile
    5.0 5.0 (38)

  • Indrivo

    Technology Alive

    Technology Solutions for the Digital Evolution. Information Technology and Agile Transformation Services...

    Top Services:

    • Software Development
    • IoT
    • Mobile App Development
    • Web Development
    • Web Design
    • Show more
    Location
    Chișinău, Moldova
    Number of Employees
    50 - 99
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    4 Projects Listed
    Visit Website View Profile
    4.6 4.6 (9)

  • TAS Belize Digital Agency

    Your Growth, Our Mission

    TAS Belize is a digital agency passionate about storytelling, visual design, and connecting people. We partner with governments, regulatory bodies, and companies globally, assisting in audience engagement, brand awareness, and sustainable growth...

    Top Services:

    • WordPress Website Design
    • Digital Strategy
    • Branding
    • Business Consulting
    • Digital Marketing
    • Show more
    Location
    Belmopan, Belize
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    5 Projects Listed
    Visit Website View Profile

  • Agency Ten10

    Building Brands with Passion, Growing Visibility with Purpose.

    Dream It. Build It. Grow It. It all starts with a vision. Maybe you're dreaming of starting a new venture, transforming a passion into something greater, or taking your current business to new heights. No matter the goal, the way you tell your story online can be the key to your success...

    Top Services:

    • Digital Marketing
    • Branding
    • Graphic Design
    • Logo Design
    • Web Design
    • Show more
    Location
    Lee's Summit, Missouri
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Harrison Swift

    Expert US And UK Tax Advice

    Harrison Swift is a specialist US and UK tax advisory firm providing personalized tax planning, compliance, and disclosure services for individuals, expatriates, and cross-border taxpayers. Combining expertise in both US and UK tax systems, the firm helps clients navigate complex international tax...

    Top Services:

    • Business Consulting
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $20/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (7)

  • The Branding Company

    Stand Out.

    We are a strategic creative agency built to create real value. Every brand needs an origin story. It begins to answer the why question. All great brands have some underlying human story that connects with human truth...

    Top Services:

    • Branding
    • Logo Design
    • Package Design
    • Web Design
    • UI/UX Design
    • Show more
    Location
    Kathmandu, Nepal
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    6 Projects Listed
    Visit Website View Profile
    5.0 5.0 (6)

  • Grid Communications

    We scale brands globally.

    We're a creative agency, specializing in pinpointing blind spots and creating opportunities for our founder led, direct to consumer partners...

    Top Services:

    • Graphic Design
    • Product Design
    • Branding
    • Digital Marketing
    • SEO
    • Show more
    Location
    Toronto, Canada
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile
    4.1 4.1 (18)

  • Sensidev

    Custom Software Development Agency

    We take digital product development to the next level. The cofounders, Ionuț and Lucian, are both developers and startup business owners, so they come with an intrinsic understanding of how to build software, accompanied by an entrepreneurial sense of understanding your business needs...

    Top Services:

    • AI Development
    • Business Consulting
    • Software Development
    • Mobile App Development
    • IoT
    • Show more
    Location
    Timișoara, Romania
    Number of Employees
    Under 49
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile
    5.0 5.0 (6)

  • Cymer Marketing Solutions Limited

    Welcome to your CRM partner - Cymer CRM

    Having a CRM platform is a doorway to efficiencies... Cymer CRM is the key to it delivering you profitable business growth!...

    Top Services:

    • CRM Consulting
    • Digital Marketing
    • Email Marketing
    • Business Consulting
    • WordPress Website Design
    • Show more
    Location
    Leicester, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $140/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile

  • Webdorks

    Dream, Design, Deploy

    Webdorks is a Singapore-based web design agency that provides expertise in UX/UI, web design, and customized web applications. They work closely with clients to understand their goals and deliver custom solutions that meet their specific needs...

    Top Services:

    • Web Design
    • WordPress Website Design
    • Web Development
    • eCommerce Development
    • UI/UX Design
    • Show more
    Location
    Singapore, Singapore
    Number of Employees
    Under 49
    Average Hourly Rate
    $49/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile
    5.0 5.0 (53)

  • Bold Type

    Authenticity Designed For The Digital Age

    A boutique design and technology studio focused on growing the brands and business operations for individuals, small business owners, and startups by engaging audiences in new and interesting ways...

    Top Services:

    • Branding
    • Logo Design
    • eCommerce Development
    • Web Design
    • Mobile App Development
    • Show more
    Location
    Austin, Texas
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile

  • Sopra Solutions

    Market Development With a People-First Focus

    Sopra Solutions is your trusted partner for growth, emphasizing trust and customer-centric values. We're here to help you increase revenues and customer loyalty while staying true to your mission...

    Top Services:

    • Content Marketing
    • Business Consulting
    • Market Research
    • Branding
    • Show more
    Location
    Dover, Delaware
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile

  • FinDaS Ltd

    Tokenomics by FinDaS. Data-driven. Tested. Sustainable.

    Tokenomics by FinDaS. Data-driven. Tested. Sustainable. We are Tokenomics consultants that have been in crypto since 2015 (300+ projects completed) and employ a unique data-driven approach to token economy design. We offer tokenomics design & whitepapers, token economy audits and simulations."...

    Top Services:

    • Business Consulting
    • Market Research
    Location
    Sofia, Bulgaria
    Number of Employees
    Under 49
    Average Hourly Rate
    $300/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile

  • Aerosoft Global

    Award Wining Software Development Company

    Aerosoft delivers end-to-end digital and AI solutions that help businesses automate operations and scale efficiently. Based in George Town, Cayman Islands, we build AI automation systems and custom CRM and ERP solutions designed to grow with your business...

    Top Services:

    • Software Development
    • AI Development
    • CRM Consulting
    • ERP Consulting
    • IT Services
    • Show more
    Location
    George Town, Cayman Islands
    Number of Employees
    Under 49
    Average Hourly Rate
    $10/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile

  • Brandemic India

    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
    Visit Website View Profile
    4.7 4.7 (76)

  • Leads and Designs

    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
    Visit Website View Profile

  • Via Technology

    Software consultants for ambitious businesses in Australia.

    Our team of technology consultants collaborates closely with your business, employing a strategic approach to identify, strategize, and implement highly efficient, interoperable, and integrated software technology. Specializing in meticulously mapping your business processes, we conduct thorough research to...

    Top Services:

    • CRM Consulting
    • ERP Consulting
    • IT Compliance Solution
    • IT Services
    • Cybersecurity
    • Show more
    Location
    Mountain Creek, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $300/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    Visit Website View Profile
    5.0 5.0 (3)

  • Orange Grove Consulting

    Unlock Engagement & Develop Great Leaders

    Orange Grove Consulting helps organizations build stronger leaders and improve engagement through research-based diagnostics, proprietary frameworks, and leadership development that produces lasting behavior change...

    Top Services:

    • Business Consulting
    Location
    Newton, Massachusetts
    Number of Employees
    Under 49
    Average Hourly Rate
    $450/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    4 Projects Listed
    Visit Website View Profile

  • YHB | CPAs & Consultants

    That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work. With more than 180 professionals across 9 locations, we partner with many of the regions most trailblazing and passionate leaders and organizations...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Winchester, Virginia
    Number of Employees
    100 - 249
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    4.0 4.0 (4)

  • TMS Business Solutions

    Strategist | Speaker | Consultant

    TanaMSession.com is a woman/minority-owned small enterprise Human Resources firm specializing in organizational and change management, executive leadership coaching and Diversity, Equity, Inclusion & Belonging...

    Top Services:

    • Business Consulting
    • HR Outsourcing
    Location
    Los Angeles, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $375/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • It Just So Happens

    Beyond The Obvious

    It Just So Happens is a global remote digital agency thriving on creativity and boldness. Our accredited team exceeds expectations with fearless communication and innovative solutions. We deeply understand our clients, ensuring genuine connections and clear, accessible communication worldwide...

    Top Services:

    • Advertising
    • Digital Marketing
    • SEO
    • Branding
    • Public Relations
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Várri Consultancy

    Expert Advice for Transformative Impact

    Várri Consultancy offers strategic insights and tailored solutions to help forward-thinking executives realize their visions. With expertise in finance, law, and technology, the firm goes beyond business consulting to deliver transformative solutions guided by integrity and a commitment to balancing the...

    Top Services:

    • Business Consulting
    • Market Research
    Location
    Dubai, United Arab Emirates
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (1)

  • Astute Technology Management

    Dependable IT Services and Cybersecurity Solutions for Ohio Businesses

    Astute Technology Management delivers IT and cybersecurity solutions that empower people and boost productivity. With expert support, cloud, backup, and compliance, our certified team ensures fast, reliable service through a people-first approach...

    Top Services:

    • Managed Services
    • IT Services
    • Cybersecurity
    • Cloud Consulting
    • IT Compliance Solution
    • Show more
    Location
    Dublin, Ohio
    Number of Employees
    Under 49
    Average Hourly Rate
    $200/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (28)

  • GlobiFYE

    Our Frugal Scaling Partner

    GlobiFYE delivers AI-fueled, frugal staffing local and global, from tech to finance, ops to project leads. Slash costs forty to sixty percent with smart methodologies: volume hiring scales teams fast via AI screening; staff augmentation plugs pros seamlessly; retained search bags elites. Contingent options...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    Location
    Atlanta, Georgia
    Number of Employees
    Under 49
    Average Hourly Rate
    $60/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Enable Solutions

    Zoho Consulting Partners

    Helping Businesses Streamline Systems | Increasing Productivity & Profitability | Passionate About Driving Innovation...

    Top Services:

    • CRM Consulting
    • ERP Consulting
    • Software Development
    • Business Consulting
    • IoT
    • Show more
    Location
    Milford, Massachusetts
    Number of Employees
    Under 49
    Average Hourly Rate
    $130/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    1 Project Listed
    Visit Website View Profile
    5.0 5.0 (2)

  • Masterful Marketing LLC

    Helping businesses navigate the complex maze of online marketing.

    Masterful Marketing® is a full-service agency that specializes in inbound marketing for small businesses. We help you select the right marketing strategies to increase your online visibility and attract more qualified leads. Our unique qualities ensure you get someone with the expertise and experience to...

    Top Services:

    • SEO
    • Social Media Marketing
    • Digital Marketing
    • Content Marketing
    • Web Design
    • Show more
    Location
    Marlborough, Massachusetts
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    2 Projects Listed
    Visit Website View Profile

  • Southline Digital

    Everything you need to grow your business online.

    As a full-service design and marketing team, we've worked with 100+ clients across the world to design, develop, and launch world-class brands that sell more products. We work with you to understand your specific goals, and then build a strategy to help you achieve them...

    Top Services:

    • Digital Marketing
    • Web Design
    • Social Media Marketing
    • PPC
    • WordPress Website Design
    • Show more
    Location
    Kannapolis, North Carolina
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    Visit Website View Profile

  • Tacoma Web Design and SEO

    Boost Your Online Presence.

    At Tacoma Web Design and SEO, we meticulously craft swift websites that command attention on Google. Our approach involves manual coding, steering away from slower platforms such as WordPress or Wix. By handcrafting the code, we ensure swift loading times, enabling your site to ascend higher in search engine...

    Top Services:

    • Web Design
    • Web Development
    • SEO
    • Reputation Management
    • Logo Design
    • Show more
    Location
    Tacoma, Washington
    Number of Employees
    Under 49
    Average Hourly Rate
    $125/hr
    Minimal Budget
    $1,000 - $10,000
    Portfolios Count
    3 Projects Listed
    Visit Website View Profile

  • Excal Design

    Your stories, our designs

    Excal Design is a Chicago based branding and digital marketing agency. Our services include Branding, Web Design, SEO, Digital marketing, Experience Design and Advisory...

    Top Services:

    • Branding
    • Design Services
    • Web Development
    • Web Design
    • Digital Marketing
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    4.7 4.7 (3)

  • Coretechs Consulting

    Empowering Growth Through Custom Software

    Custom Software Development Company with a US based team located in the Washington DC Metro Area. We're celebrating our 40 year anniversary! Our team of 30 developers and project managers provide decades of development experience in Python, .Net, PHP, Coldfusion, Java, Grails, IOS and Android apps...

    Top Services:

    • Software Development
    • Mobile App Development
    • Web Design
    • eCommerce Development
    • Web Development
    • Show more
    Location
    Kensington, Maryland
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (30)

  • Triton Business Advisors

    Creating Small Business Success, One Piece at a Time

    Mosaic Business Advisors is a management consulting firm that helps small businesses navigate the challenges of business growth. Through our own expertise and partnerships with other professionals, we assemble a team across many functional areas to drive your business forward and increase profits...

    Top Services:

    • Business Consulting
    Location
    Marlborough, Massachusetts
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • iCareBilling

    Revolutionize Your Healthcare Practice.

    iCareBilling is a private American Healthcare IT Company that provides Insurance Credentialing, Medical Billing and other services to the healthcare industry across the United States, integrating services with any EHR, Practice Management, or Medical Billing Software...

    Top Services:

    • BPO
    • Web Design
    • WordPress Website Design
    • Managed Services
    • IT Services
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    500 - 999
    Average Hourly Rate
    $25/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile
    5.0 5.0 (6)

  • Talando

    Empower tech companies to scale your operations and unlock your full growth potential.

    Talando provides cutting-edge solutions for businesses looking to scale and expand their operations. With a team of experienced consultants armed with the latest tools and AI instruments, we can accurately predict and analyze personnel behavior, allowing us to offer progressive solutions for optimizing your...

    Top Services:

    • Business Consulting
    • HR Outsourcing
    • Call Centers
    • Market Research
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • The Brand Auditors

    Do more with less.

    Our brand audit services are designed to assist mid-sized and enterprise-level brands in achieving a range of strategic goals. By leveraging our expertise, we enable our clients to significantly reduce their marketing expenses, optimize their organizational efficiency, and successfully venture into new...

    Top Services:

    • Business Consulting
    • Market Research
    • Digital Marketing
    • UI/UX Design
    • Web Development
    • Show more
    Location
    Murrells Inlet, South Carolina
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Taxes Served Corp

    The uber of tax preparation services.

    Taxes Served Corporation is your trusted partner in comprehensive financial solutions. Our dedicated team is committed to providing top-notch services in tax, bookkeeping, and payroll to meet the unique needs of your business...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Hoboken, New Jersey
    Number of Employees
    Under 49
    Average Hourly Rate
    $75/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Platfio

    App Development in 1/10th the Time and Price!

    Platfio App Development not only assists in building your app but also provides hosting and upgrades, ensuring its seamless operation in the long run, all covered within a cost-effective monthly fee. This comprehensive service safeguards your app while offering significant cost savings...

    Top Services:

    • Mobile App Development
    • Software Development
    • AI Development
    • CRM Consulting
    • Big Data Analytics
    • Show more
    Location
    South Yarra, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $5/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Coin Masters

    Your Trusted Finance Professional.

    Coin Masters is your dedicated finance team, from bookkeeping to the boardroom. With our comprehensive range of services, we're more than just a financial services provider; we're your trusted partners in financial excellence...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Ottawa, Canada
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

  • Optimiza Vende Más

    HubSpot Gold Partner

    We help you get your marketing, sales, and service in order so they work as a single team...

    Top Services:

    • Business Consulting
    • CRM Consulting
    • Web Development
    • Web Design
    • Digital Marketing
    • Show more
    Location
    Valencia, Spain
    Number of Employees
    Under 49
    Average Hourly Rate
    $45/hr
    Minimal Budget
    $1,000 - $10,000
    Visit Website View Profile

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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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