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

639 Companies - Rankings updated: August 16, 2026

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

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  • MRPR

    Your Partner in Growth and Success, Since 1975.

    Your Partner in Growth and Success, Since 1975.

    MRPR is a full-service Certified Public Accounting, consulting and business advisory firm specializing in serving closely-held businesses and organizations...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Southfield, Michigan
    Number of Employees
    Under 49
    View Profile
    4.0 4.0 (4)

  • Whittlesey

    Whittlesey is the largest regional CPA and IT consulting firm in New England. With offices in Hartford, CT, Hamden, CT, and Holyoke, MA, we provide a comprehensive array of advisory, assurance, tax, and technology services...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Hartford, Connecticut
    Number of Employees
    100 - 249
    View Profile
    4.0 4.0 (4)

  • VonLehman & Company

    Empowering Organizations to Thrive.

    Empowering Organizations to Thrive.

    Our clients seldom refer to us as their accountant because they’ve come to expect so much more from us. Everything we do for our clients is focused on the growth and sustainability of your organization...

    Top Services:

    • Business Consulting
    • Accounting
    • Cybersecurity
    Location
    Lexington, Kentucky
    Number of Employees
    100 - 249
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  • Wiss

    Accounting, but Better.

    Accounting, but Better.

    We’re accountants who advise, solve, and strategize and help you with your accounting, tax, and financial burdens. Our diverse teams work alongside you to provide simple and digestible solutions so you can achieve what’s most important to you...

    Top Services:

    • Business Consulting
    • Accounting
    • HR Outsourcing
    Location
    Florham Park, New Jersey
    Number of Employees
    250 - 499
    View Profile
    4.7 4.7 (9)

  • Milliken, Perkins & Brunelle

    Bold Brands, Clear Messages, Lasting Impact.

    Bold Brands, Clear Messages, Lasting Impact.

    A full service CPA firm committed to providing high-quality work and unsurpassed service since 1975. Accounting, bookkeeping, tax preparation and more...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Windham, Maine
    Number of Employees
    Under 49
    View Profile

  • Hamilton Tax & Accounting

    Your Best Move Against the IRS

    Your Best Move Against the IRS

    Hamilton Tax & Accounting offers specialized tax and accounting services tailored for real estate investors, small businesses, and cryptocurrency holders. Founded by Enrolled Agent Steven C. Hamilton II, the firm combines technical expertise with firsthand industry experience to deliver proactive tax...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Grayslake, Illinois
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    View Profile

  • AngelytiX Consulting

    We Help Early-Stage Businesses Scale

    We Help Early-Stage Businesses Scale

    We help start-ups with three service areas: strategic coaching and advisory for a more low-touch point need, a full-service outsourced CFO offering from accounting to financial planning and raising capital, and a specialized digital marketing offering...

    Top Services:

    • PPC
    • Advertising
    • SEO
    • Social Media Marketing
    • Digital Marketing
    • Show more
    Location
    Los Angeles, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $135/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Regier Carr & Monroe

    Accounting Experts

    Accounting Experts

    Our Philosophy To provide professional service with an added measure of personal attention. The growth of our clients accounts for much of the growth of our firm and we place great emphasis on client relationships with individual professionals and with our firm. We adhere to the highest standards of our...

    Top Services:

    • Accounting
    • Business Consulting
    Location
    Tucson, Arizona
    Number of Employees
    Under 49
    View Profile
    3.8 3.8 (5)

  • 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)

  • Outsource2india

    Back Office Support Services

    Back Office Support Services

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

    Top Services:

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

  • Lawyerist

    Building Something Different

    Building Something Different

    Lawyerist is home to the largest online community of solo and small-firm lawyers in the world. Our goal is to help lawyers build better law practices by bringing together a group of innovative lawyers to share ideas, experiments, and best practices...

    Top Services:

    • Phone Answering Services
    • Business Consulting
    Location
    Minneapolis, Minnesota
    Number of Employees
    100 - 249
    View Profile
    3.0 3.0 (2)

  • 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)

  • PLLP

    We are committed to providing close, personal attention to our clients and offer them direct access

    We are committed to providing close, personal attention to our clients and offer them direct access

    Over 50 years in providing valuable, quality, and timely accounting and taxation services for both the individual and business communities...

    Top Services:

    • Business Consulting
    • Accounting
    Location
    Avon, Connecticut
    Number of Employees
    Under 49
    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)

  • Clarkston Consulting

    Your SAP Problem Solvers

    Your SAP Problem Solvers

    Clarkston Consulting excels in management, operations, and implementation consulting for life sciences, consumer products, and retail. With a dedicated team of experts, we're here to surpass your expectations and drive your success...

    Top Services:

    • HR Outsourcing
    • Business Consulting
    • IT Services
    Location
    Durham, North Carolina
    Number of Employees
    250 - 499
    View Profile
    4.5 4.5 (8)

  • Keilman Business Consulting

    Your Top Notch Network and Business Consulting Firm

    Your Top Notch Network and Business Consulting Firm

    Keilman Business Consulting, Inc. is a trusted network and business consulting firm based in South Bend, Indiana. With nearly 20 years of experience, we proudly serve the Mishawaka, Elkhart, and South Bend areas, offering comprehensive services in network management, computer forensics, custom programming...

    Top Services:

    • Web Development
    • Web Design
    • IT Services
    • Business Consulting
    • Show more
    Location
    South Bend, Indiana
    Number of Employees
    Under 49
    View Profile

  • eLan Technologies

    Technology expertise, Innovative solutions and long lasting partnership with customers

    Technology expertise, Innovative solutions and long lasting partnership with customers

    Established in the year 2006, eLan Technologies has grown to be the preferred IT partner for the big players in the industry across various industry verticals. eLan has partnered with some of the esteemed clients, helping them meet the new challenges of IT innovations...

    Top Services:

    • IT Services
    • HR Outsourcing
    • Business Consulting
    Location
    Irving, Texas
    Number of Employees
    100 - 249
    View Profile
    4.7 4.7 (3)

  • Cambay Consulting

    We Enable Constant Enterprise Transformation at Speed and Scale.

    We Enable Constant Enterprise Transformation at Speed and Scale.

    We are an intellectual property-led healthcare solutions provider focused on project management, enterprise data, and emerging technologies...

    Top Services:

    • Business Consulting
    • Mobile App Development
    Location
    Katy, Texas
    Number of Employees
    250 - 499
    View Profile
    1.0 1.0 (1)

  • BP3 Global

    If Your Business Matters, Your Process Matters

    If Your Business Matters, Your Process Matters

    At BP3, we transform your complex challenges into streamlined success stories through AI and Automation...

    Top Services:

    • Business Consulting
    • UI/UX Design
    • AI Development
    • IoT
    • Mobile App Development
    • Show more
    Location
    Austin, Texas
    Number of Employees
    100 - 249
    View Profile

  • Tarmac.IO

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

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

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

    Top Services:

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

  • 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

  • Tradinos UG

    Creative Hub - Home to creative geeks and innovative solutions

    Creative Hub - Home to creative geeks and innovative solutions

    Tradinos is a software development company that creates software solutions, and Android & iOS mobile applications. Check our Portfolio in the following link: https://tradinos.com/portfolio.pdf...

    Top Services:

    • Mobile App Development
    • Web Design
    • Web Development
    • UI/UX Design
    • Software Development
    • Show more
    Location
    Berlin, Germany
    Number of Employees
    50 - 99
    Average Hourly Rate
    $50/hr
    Minimal Budget
    $25,000 - $50,000
    View Profile

  • Choice Communications Corporation

    Your Partner in Improving All Communication Services.

    Your Partner in Improving All Communication Services.

    Choice Communications is an award winning communications consulting firm and Master Agency founded in 1995. They are known for their excellence in service and exceptional back office support...

    Top Services:

    • Business Consulting
    • Managed Services
    Location
    San Jose, California
    Number of Employees
    50 - 99
    View Profile
    3.0 3.0 (2)

  • RGP

    Dare to Work Differently®

    Dare to Work Differently®

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

    Top Services:

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

  • Defamation Defenders

    Protect Your Reputation and Take Control of Your Name Online

    Protect Your Reputation and Take Control of Your Name Online

    Our main office is located in Boulder, nestled in the foothills of the breathtaking Colorado Rocky Mountains. Come here on any particular day of the week, and you'll find our team working hard to ensure our clients are portrayed in a positive light online. At Defamation Defenders, we take pride in our work...

    Top Services:

    • Reputation Management
    • Public Relations
    • Branding
    • SEO
    • Business Consulting
    • Show more
    Location
    Boulder, Colorado
    Number of Employees
    Under 49
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.9 4.9 (34)

  • Kastech

    Knowledge is our strength.

    Knowledge is our strength.

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

    Top Services:

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

  • NN.PARTNERS

    Ads & Analytics That Deliver Results: More Sales More Time, More Profit.

    Ads & Analytics That Deliver Results: More Sales More Time, More Profit.

    nn.partners is an international team of paid media and analytics experts on a mission to match great businesses with great marketing. We use Google Ads, Microsoft Ads, Meta Ads, and Web Analytics to deliver more sales, more time, and more profit helping you grow faster...

    Top Services:

    • CRO
    • PPC
    • Digital Marketing
    • Video Production
    • Creative Services
    • Show more
    Location
    Porto, Portugal
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    View Profile

  • Aroar Digital

    Bold marketing for businesses that dare to be different.

    Bold marketing for businesses that dare to be different.

    To capture the attention of your customers you need digital marketers who have the perspective and understanding of how your marketing fits into your overall business and sales goals...

    Top Services:

    • SEO
    • Web Design
    • WordPress Website Design
    • Digital Marketing
    • PPC
    • Show more
    Location
    Toowoomba, Australia
    Number of Employees
    Under 49
    Average Hourly Rate
    $110/hr
    Minimal Budget
    Under $1,000
    View Profile

  • CBRE

    Operating Across Every Dimension

    Operating Across Every Dimension

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

    Top Services:

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

  • 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

  • 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

  • Gambyt

    Making real-money gaming more relevant and accessible to the world

    Making real-money gaming more relevant and accessible to the world

    Our mission is to make real-money gaming more relevant and accessible to players. We are are an exceptional team of consultants, technologists, and designers with headquarters in Ann Arbor, Michigan...

    Top Services:

    • Software Development
    Location
    Ann Arbor, Michigan
    Number of Employees
    Under 49
    View Profile

  • Intech Hawaii

    Managed IT. Cybersecurity. Compliance.

    Managed IT. Cybersecurity. Compliance.

    Intech Hawaii is the go-to expert for network design, cybersecurity and managed services. With a specialized focus on multi-site networks, we offer comprehensive solutions including disaster recovery, firewall security and voice and data-structured cabling, ensuring secure and efficient operations for...

    Top Services:

    • Managed Services
    • IT Services
    • Cybersecurity
    • IT Compliance Solution
    • Cloud Consulting
    • Show more
    Location
    Honolulu, Hawaii
    Number of Employees
    Under 49
    Average Hourly Rate
    $199/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    4.9 4.9 (49)

  • 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

  • Worxwide Consulting

    Global growth digitized.

    Global growth digitized.

    Worxwide Consulting (formerly Bids and Beyond) is a digital growth consulting firm that helps companies win bids, improve user experiences, automate sales processes, and enhance customer experiences. With expertise in bid/proposal management, experience design, sales automation, and customer experience, we...

    Top Services:

    • UI/UX Design
    • Product Design
    • Digital Strategy
    • Digital Services
    • Design Services
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    50 - 99
    Average Hourly Rate
    $25/hr
    Minimal Budget
    Under $1,000
    View Profile
    5.0 5.0 (1)

  • The DV Factory

    Simple Solutions to Complex Problems

    Simple Solutions to Complex Problems

    The DV Factory is a premier consultancy specialising in providing industry experts and holistic project and application development teams for the delivery of initiatives in the VOT/OO, Performance Marketing & Data Automation spaces...

    Top Services:

    • Cloud Consulting
    • Managed Services
    • DevOps Consulting
    • IT Services
    • Business Consulting
    • Show more
    Location
    London, United Kingdom
    Number of Employees
    Under 49
    Average Hourly Rate
    $75/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Vanguard Dealer Services

    A Superior Automotive Consulting Group

    A Superior Automotive Consulting Group

    As an automotive consulting company, we are committed to providing superior customer service, treating each customer with the responsiveness and flexibility that has come to define Vanguard Dealer Services as a leader in the automotive F&I industry...

    Top Services:

    • Business Consulting
    Location
    Fairfield, New Jersey
    Number of Employees
    100 - 249
    View Profile
    4.3 4.3 (6)

  • Stretch PR LLC

    From end to end: Strategies. Goals. Results.

    From end to end: Strategies. Goals. Results.

    At Stretch PR, we set goals and we achieve them stretching to deliver results beyond expectations. We do this by developing creative strategies that garner attention, setting goals, executing flawlessly and measuring results...

    Top Services:

    • Digital Marketing
    • Content Marketing
    • Social Media Marketing
    • Public Relations
    • Video Production
    • Show more
    Location
    Chicago, Illinois
    Number of Employees
    Under 49
    Average Hourly Rate
    $250/hr
    Minimal Budget
    $25,000 - $50,000
    View Profile

  • Huddle Fifty

    We help remarkable Brands optimize performance to maximize Revenue from advertising.

    We help remarkable Brands optimize performance to maximize Revenue from advertising.

    Huddle Fifty's founding members are all coming from the in-house world, and all dealt with several dozens of agencies in their previous careers. We thought we could do better in many ways, specifically in regards to transparency, flexibility and deliverables across the board...

    Top Services:

    • Digital Services
    • UI/UX Design
    • CRO
    • Media Buying
    • Digital Marketing
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • Netsec

    Unlock Your Business Potential with Our IT Mastery!

    Unlock Your Business Potential with Our IT Mastery!

    At Netsec, a distinguished IT consulting firm, we specialize in the management of intricate networks and security infrastructure, demonstrating our expertise across a diverse range of technologies...

    Top Services:

    • Cybersecurity
    • IT Services
    • IT Compliance Solution
    • Cloud Consulting
    • Managed Services
    • Show more
    Location
    New York City, New York
    Number of Employees
    Under 49
    Average Hourly Rate
    $120/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile
    5.0 5.0 (2)

  • Buzzacott

    Guiding Your Financial Future With Confidence.

    Guiding Your Financial Future With Confidence.

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

    Top Services:

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

  • RankRocket

    Irish Web Design: Skyrocketing Your Digital Presence

    Irish Web Design: Skyrocketing Your Digital Presence

    At RankRocket, we lead in digital marketing and web design, delivering proven strategies for consistent growth. Our team's dedication to exceeding standards drives our success...

    Top Services:

    • Web Design
    • WordPress Website Design
    • Web Development
    • Business Consulting
    • Digital Services
    • Show more
    Location
    Tallaght, Ireland
    Number of Employees
    Under 49
    Average Hourly Rate
    $10/hr
    Minimal Budget
    Under $1,000
    View Profile

  • RemotePad

    The Leading HR Hub for Hiring Remote Teams

    The Leading HR Hub for Hiring Remote Teams

    Your Trusted Employer of Record Broker Save Up to 40% on Global Hiring Costs...

    Top Services:

    • HR Outsourcing
    • BPO
    • Business Consulting
    Location
    Hong Kong, Hong Kong
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile

  • Pandalatec - Business Process Digitalization & Custom Software Development

    Digital Transformation for Operational Efficiency

    Digital Transformation for Operational Efficiency

    We design and build custom software systems that digitalize and automate complex business operations, combining process analysis, web and mobile development, and system integrations...

    Top Services:

    • Software Development
    • Mobile App Development
    • IoT
    • ERP Consulting
    • CRM Consulting
    • Show more
    Location
    Santiago de Querétaro, Mexico
    Number of Employees
    Under 49
    Average Hourly Rate
    $40/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    5.0 5.0 (13)

  • Agile Brains Consulting

    Technology Transformation Advisor

    Technology Transformation Advisor

    Agile Brains Consulting is an award-winning management consulting firm that helps organizations deliver products faster with increased quality and predictability. We provide customers around the world with their choice of customized training, coaching, solution delivery, and training programs to accelerate...

    Top Services:

    • Business Consulting
    • AI Development
    • Big Data Analytics
    Location
    Philadelphia, Pennsylvania
    Number of Employees
    100 - 249
    Average Hourly Rate
    $100/hr
    View Profile

  • SEOsense

    Make SEO and linkbuilding make sense

    Make SEO and linkbuilding make sense

    It is important to choose a good business partner. Someone who understands what you are doing. We do. We do online marketing for those who can't stand it or aren't interested in it...

    Top Services:

    • Digital Services
    • SEO
    • PPC
    • Digital Marketing
    • Content Marketing
    • Show more
    Location
    Odense, Denmark
    Number of Employees
    Under 49
    View Profile

  • Joyno Inc.

    Inspiring Joy We Serve We Deliver.

    Inspiring Joy We Serve We Deliver.

    While everyone is focused on artificial intelligence, joyno is focused on human intelligence. Our employees undergo a vigorous training regimen designed to enhance the enormous talent and innate thirst for knowledge they desire. A positive attitude and authentic gratitude fosters the team spirit to endure the...

    Top Services:

    • Call Centers
    • BPO
    • Customer Support
    • Phone Answering Services
    • Business Consulting
    • Show more
    Location
    Lapu-Lapu City, Philippines
    Number of Employees
    50 - 99
    Average Hourly Rate
    $10/hr
    Minimal Budget
    $1,000 - $10,000
    View Profile

  • AD GUYS & CO.

    Digital Marketing Agency and Ad Agency in Singapore

    Digital Marketing Agency and Ad Agency in Singapore

    AD GUYS & CO is a full-service digital marketing and SEO agency in Singapore, with clients and participants from 30+ countries worldwide. Our digital marketers provide tailored strategies that get you closer to your business goals.AD GUYS & CO stands as a comprehensive full-service digital marketing and SEO...

    Top Services:

    • Digital Services
    • SEO
    • Advertising
    • Business Consulting
    • Show more
    Location
    Singapore, Singapore
    Number of Employees
    50 - 99
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $50,000 & Up
    View Profile

  • WOWLAB

    Creative Culture

    Creative Culture

    We create content that tells your reality, your story, and your know-how uniquely and engagingly, using the most innovative and cutting-edge techniques in the industry...

    Top Services:

    • Graphic Design
    • Branding
    • Logo Design
    • Package Design
    • Reputation Management
    • Show more
    Location
    Parma, Italy
    Number of Employees
    Under 49
    Average Hourly Rate
    $100/hr
    Minimal Budget
    $10,000 - $25,000
    View Profile
    5.0 5.0 (12)

  • iShaai

    Help You Become Great

    Help You Become Great

    iShaai represents a prominent international consulting enterprise with a dedicated emphasis on expediting transformation via the strategic implementation of technology and automation. We are your worldwide ally in leveraging the potential of digital transformation and innovation. Our core areas of expertise...

    Top Services:

    • Business Consulting
    Location
    Toronto, Canada
    Number of Employees
    100 - 249
    Average Hourly Rate
    $150/hr
    View Profile

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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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