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Top Financial Consultants in Bridgeport

Ratings Updated: September 26, 2026

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ICT Lions

Not yet reviewed

Verified

Undisclosed

$25 - $49 / hr

2 - 9

Bridgeport, CT

Services provided

30% Financial Consulting

40% Accounting

30% Financial Advising & Planning

ICT Lions, an Accounting company, is in Bridgeport, Connecticut. The team provides Accounting and Financial Advising & Planning.
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More responsive than most other service providers

ICT Lions is very responsive
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Mindracer Consulting

Not yet reviewed

Verified

$10,000+

$200 - $300 / hr

2 - 9

New York, NY

Services provided

40% Financial Consulting

40% Sales Outsourcing

10% Business Consulting +1 service

10% Marketing Strategy

Mindracer Consulting is a Sales Outsourcing company. The team focuses on Sales Outsourcing and Financial Consulting and is based in New York, New York.
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Aquinas Consulting

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Milford, CT

Services provided

10% Financial Consulting

20% Business Consulting

20% IT Managed Services +3 services

20% IT Strategy Consulting

15% Recruiting

15% Staffing

Aquinas Consulting is a Milford, Connecticut-based IT strategy consulting company. Their services include IT strategy consulting and IT managed services.
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Fidelman & Company

Not yet reviewed

$10,000+

$150 - $199 / hr

10 - 49

Westport, CT

Services provided

10% Financial Consulting

50% Business Consulting

20% Commercial Financing +1 service

20% Funding & Investment

Business Consulting company Fidelman & Company was established in 2015. The firm specializes in Business Consulting and Commercial Financing.
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Strategy Leaders

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Norwalk, CT

Services provided

10% Financial Consulting

90% Business Consulting

Founded in 1995, Strategy Leaders is a small Business Consulting company in Norwalk, Connecticut. Their team provides Business Consulting and Financial Consulting.
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Eighth Revolution

5.0 1 review

$5,000+

$300+ / hr

2 - 9

Plainview, NY

Services provided

10% Financial Consulting

70% Business Consulting

10% Contract Manufacturing +3 services

5% Logistics & Supply Chain Consulting

3% Application Management & Support

2% Commercial Development

Eighth Revolution is a consulting firm specializing in technical guidance and strategy development, particularly in the cannabinoid and technology sectors. Reviews highlight their exceptional professionalism and expansive network, with 100% positive feedback underscoring their unique insights and dynamic approach. Their expertise in project management and ability to navigate complex scientific landscapes is highly valued by clients.

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Industry Experience

Eighth Revolution has demonstrated significant expertise in the manufacturing sector, particularly in optical components for industries such as pharmaceuticals, petrochemicals, and food and beverage. Clients highlight the company's strengths in technical guidance, network connections, and project management, resulting in accelerated product development and strategic insights. Overall sentiment is highly positive, indicating that Eighth Revolution is well-suited for projects requiring deep industry knowledge and innovative problem-solving approaches.
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Manufacturing

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients express a strong sentiment regarding Eighth Revolution's cost-effectiveness, noting that their investment of $30,000–$40,000 has yielded significant value. One client emphasized the unparalleled quality of work and extensive network provided by Eighth, stating it is difficult to compare them with others in the industry. Their professionalism and project management skills are also highlighted as key factors contributing to the overall positive perception of value for money.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

4.0

Willing to Refer

5.0

Clients in the region commend Eighth Revolution for managing intricate projects remotely while providing valuable industry insights and connections. They emphasize the team's dynamic, knowledgeable, and highly professional nature, fostering strong, trust-based partnerships.
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Account Prism

5.0 1 review

$1,000+

$50 - $99 / hr

10 - 49

Mamaroneck, NY

Services provided

10% Financial Consulting

60% Accounting

20% IT Strategy Consulting +1 service

10% Business Consulting

Account Prism is a finance consultancy specializing in financial consulting services, revenue cycle management, and financial analysis. Reviewers frequently highlight their professionalism, commitment, and responsiveness, resulting in tangible financial improvements for clients, such as increased patient retention rates and reduced expenses. Approximately 80% of clients emphasize strategic insights and value for cost as key strengths.

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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

$200,000 – $999,999 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting & Accounting for Healthcare Company
5.0 — Account Prism provides financial consulting and accounting services for a healthcare company. They also provide revenue cycle management and management reporting support for the client. Read more
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Industry Experience

Account Prism has demonstrated expertise in the healthcare industry, particularly in occupational medicine and urgent care. Feedback highlights their strengths in financial services, revenue cycle management, and management reporting, showcasing a positive impact on financial performance and operational efficiency. Clients appreciate their responsiveness and ability to integrate seamlessly with internal teams. Overall sentiment within the healthcare sector is highly favorable, indicating that they are a strong fit for organizations seeking improvement in financial management and operational strategies.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Account Prism's competitive pricing and overall value for money. One client noted that their selection was primarily due to the company's pricing fitting their budget and providing good value. The collaborative approach and effective financial improvements further underscored the perceived value, as clients experienced enhanced financial performance while maintaining a lean internal team. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating both the affordability and quality of service.
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Financial Advisors Diddel

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Stamford, CT

Services provided

15% Financial Consulting

70% Financial Advising & Planning

15% Funding & Investment

Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.
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Startup Fundraising

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Darien, CT

Services provided

50% Financial Consulting

50% Funding & Investment

Founded in 2024, Startup Fundraising is a small Funding & Investment and Financial Consulting company. Their services include Funding & Investment and Financial Consulting.
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Legal & General Retirement America

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Stamford, CT

Services provided

70% Financial Consulting

30% Financial Advising & Planning

Midsize Financial Consulting company Legal & General Retirement America, is in Stamford, Connecticut. The team specializes in Financial Consulting and Financial Advising & Planning.
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Alliance One

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Hauppauge, NY

Services provided

50% Financial Consulting

50% Commercial Financing

Alliance One is a Financial Consulting and Commercial Financing company. They specialize in Financial Consulting and Commercial Financing and are based in Hauppauge, New York.
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Compliance Exchange Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Hauppauge, NY

Services provided

50% Financial Consulting

50% Finance & Accounting Outsourcing (FAO)

Finance & Accounting Outsourcing (FAO) and Financial Consulting company Compliance Exchange Group was founded in 2000. The team offers Finance & Accounting Outsourcing (FAO) and Financial
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leadforce.info

4.7 22 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

35% Financial Consulting

45% Funding & Investment

15% Financial Advising & Planning +1 service

5% Other Marketing

leadforce.info is a lead generation company specializing in connecting businesses with potential investors and enhancing brand awareness through strategic outreach. Reviews reveal a mixed reception, with approximately 70% of clients expressing positive feedback about their timely delivery, effective communication, and valuable connections. However, about 30% of reviewers expressed dissatisfaction with unmet expectations concerning deliverables.

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Reviews mention Timely
leadforce.info has consistently received positive feedback regarding their timeliness in project management. Clients noted that deliverables were consistently provided on time, with one client emphasizing that leadforce.info was adaptable and responsive to their needs. Another client highlighted the efficiency of their communication, stating that leadforce.info's project management was excellent. Overall, the sentiment surrounding timeliness is very favorable, with no reported areas for improvement in this aspect.

Email & Social Media Marketing for Job-Finding Company

4.5 Oct 11, 2024

Describe their project management. Did they deliver items on time? How did they respond to your needs? On time and very attentive to our needs.
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Email Marketing & SMM for Fashion Company

4.0 Jun 20, 2024

Describe their project management. Did they deliver items on time? How did they respond to your needs? On time, On Budget, High quality.
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SMM for VR Fitness Platform

5.0 May 3, 2023

Describe their project management. Did they deliver items on time? How did they respond to your needs? They were timely in their deliveries, adaptable to what we needed and very responsive when small, quick adjustments needed to be made.
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Lead Generation for Construction Company

5.0 Mar 15, 2023

Describe their project management. Did they deliver items on time? How did they respond to your needs? Yes, on time and within budget. What did you find most impressive or unique about this company? Their value for the price, efficiency, and timely delivery were impressive.
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Social Media Marketing for Drinks Agency

5.0 Jul 28, 2025

Leadforce.info has been delivering on time. We communicate via email.
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2 of 2 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
leadforce.info has received positive feedback in recent client reviews, highlighting its effectiveness in sourcing investors and managing outreach. One client reported securing £250,000 from leads provided by leadforce.info, while another achieved a 25X return on investment through booked meetings facilitated by the team. Clients praised leadforce.info for excellent project management, clear communication, and timely delivery, with no noted areas for improvement.
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Industry Experience

leadforce.info has demonstrated expertise primarily in industries such as Information Technology, Food & Beverage, Supply Chain, and eCommerce. Feedback highlights strengths in lead generation, investor outreach, and effective communication, with overall positive sentiment in the IT and Food & Beverage sectors. While some clients reported underperformance in meeting setup, most reviews praised leadforce.info for their professionalism and project management, indicating they are well-suited for businesses seeking investment and growth opportunities across diverse sectors.
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eCommerce Consumer Products Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Healthcare Manufacturing IT Services Information technology

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Review Rating from Clients

4.5/5.0

Quality

5.0

Schedule

4.5

Cost

5.0

Willing to Refer

4.5

Reviewers in New York emphasize leadforce.info's punctual project management and tailored services, noting their success in generating LinkedIn connections, circulating pitch decks, and facilitating investor discussions with transparency and responsiveness.
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AMU Consultant

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Bedford Hills, NY

Services provided

25% Financial Consulting

50% Business Consulting

25% Financial Advising & Planning

AMU Consultant is a Business Consulting company launched in 2020. The firm focuses on Business Consulting and Financial Advising & Planning, and is small.
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Evolution Markets Inc.

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

White Plains, NY

Services provided

100% Financial Consulting

Evolution Markets Inc. Is a Financial Consulting company. Headquartered in London, England and White Plains, New York, the company was established in 2000. Their services include Financial
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White Plains, NY

10 Bank Street, White Plains
White Plains, NY 10606
41 - 49

+1(914) 323 0200

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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

10% Financial Consulting

80% Financial Advising & Planning

10% Business Consulting

Imperial Advisory, CFOs is a finance consultancy known for delivering high-quality financial consulting services. According to reviews, 100% of clients mention their professionalism and industry expertise, with all projects completed on time and exceeding expectations. Clients particularly appreciate their impeccable financial advisement and responsiveness.

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Industry Experience

Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
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Chemicals & Biotechnology Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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Unknown avg. project cost for Financial Consulting services in Bridgeport

Bridgeport-based Financial Consulting project highlight

Business Consulting for Executive Search Firm
4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more
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Review Rating from Clients

4.8/5.0

Quality

4.8

Schedule

5.0

Cost

4.5

Willing to Refer

4.8

Local clients emphasize Imperial Advisory, CFOs' extensive experience, efficient project management, and their capacity to deliver valuable results under tight deadlines.
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Real Assistance, Inc.

5.0 1 review

$1,000+

< $25 / hr

10 - 49

New York, NY

Services provided

10% Financial Consulting

70% Back Office Outsourcing

20% Business Consulting

Real Assistance, Inc. is a company specializing in data entry, processing, analysis, and virtual assistant services. The reviews reflect a 100% positive sentiment, highlighting timely delivery and effective communication. Clients are impressed with the good value for cost and express satisfaction with their professional and efficient service.

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Industry Experience

Real Assistance, Inc. has demonstrated expertise primarily in the real estate industry, particularly in NYC property tax abatement filings. Clients have highlighted their strong data entry, processing, and virtual assistant services, noting timely delivery and effective communication. Overall sentiment in this sector is highly positive, with clients expressing satisfaction and intent to continue collaboration, indicating that Real Assistance, Inc. is well-suited for real estate-related projects.
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Real estate

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Real Assistance, Inc. consistently highlight the company's strong value for cost, with one COO noting it as a decisive factor in their selection. The services provided are appreciated for their quality and timely delivery, contributing to overall satisfaction. Feedback indicates that clients feel they receive excellent value for their investment, with no significant areas for improvement mentioned, reinforcing a positive sentiment regarding pricing and service quality.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Brooklyn-based clients commend Real Assistance, Inc. for their professionalism, responsiveness, and high-quality virtual assistance that meets diverse administrative needs.
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AiccountingPros

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Stamford, CT

Services provided

10% Financial Consulting

50% Accounting

20% Financial Advising & Planning +3 services

10% Insurance Services & Brokers

5% Business Valuation Services

5% Digital Asset Management

AiccountingPros is an Accounting company. Launched in 2026, the agency offers Accounting and Financial Advising & Planning.
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Attract Capital, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Setauket- East Setauket, NY

Services provided

60% Financial Consulting

15% Commercial Financing

15% Funding & Investment +1 service

10% Business Consulting

Financial Consulting company Attract Capital, LLC was established in 2000. The team focuses on Financial Consulting and Commercial Financing.
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Emil Vicale

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Southbury, CT

Services provided

10% Financial Consulting

20% Digital Strategy

20% E-Commerce Development +4 services

20% Web Development

10% Business Consulting

10% Product Design

10% Search Engine Optimization

Emil Vicale is a Digital Strategy company established in 1990. The firm focuses on Digital Strategy and Web Development, and is small.
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United Tax Group

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Hauppauge, NY

Services provided

25% Financial Consulting

50% Accounting

25% Financial Advising & Planning

United Tax Group is a small Hauppauge, New York-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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The Penguin Group

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Montebello, NY

Services provided

10% Financial Consulting

30% Recruiting

20% Business Consulting +3 services

20% Corporate Training & Coaching

10% CRM Consulting and SI

10% Low/No Code Development

The Penguin Group is a consultancy specializing in business process optimization and system integration. Reviews highlight their impressive ability to tailor solutions to client needs, leading to significant business growth and operational efficiency. With 100% positive feedback, clients appreciate their punctuality and personalized approach, noting a substantial improvement in workload management and business scaling.

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Industry Experience

The Penguin Group has demonstrated strong expertise in the Advertising & Marketing industry, receiving positive feedback for their ability to streamline operations and improve overall efficiency. Clients have highlighted their effective project management, timely delivery, and tailored solutions that adapt to individual needs. This indicates a solid fit for businesses seeking growth and operational optimization within the marketing sector.
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Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients generally perceive The Penguin Group as offering good value for money, noting their ability to deliver significant results without the high costs typically associated with custom software solutions. One client highlighted the impressive balance of quality and affordability, stating, "I felt as if I got a piece of custom software without the heavy price tag." Overall, the sentiment reflects satisfaction with the cost-effectiveness and value provided by the company.
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CPA Clinics

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Hicksville, NY

Services provided

10% Financial Consulting

40% Business Consulting

25% Accounting +1 service

25% Financial Advising & Planning

CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.
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Davena Office Environments

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Farmingdale, NY

Services provided

10% Financial Consulting

30% Commercial Development

30% Commercial Property Management +2 services

20% Interior Design

10% Business Consulting

Davena Office Environments is a Commercial Development company founded in 1994. Located in Farmingdale, New York, the team specializes in Commercial Development and Commercial Property Management.
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Wei, Wei & Co., LLP

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

New York , NY

Services provided

40% Financial Consulting

50% Accounting

10% Business Consulting

Midsize Accounting company Wei, Wei & Co., LLP, is headquartered in New York , New York. The team specializes in Accounting and Financial Consulting.
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Group MRA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Norwalk, CT

Services provided

10% Financial Consulting

60% Business Consulting

30% Corporate Training & Coaching

Group MRA is a Norwalk, Connecticut-based Business Consulting company. They focus on Business Consulting and Corporate Training & Coaching.
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Spear CPA CFP

5.0 11 reviews

$1,000+

$100 - $149 / hr

2 - 9

New York, NY

Services provided

10% Financial Consulting

80% Accounting

10% Business Consulting

Spear CPA CFP is a comprehensive accounting firm providing services such as bookkeeping, tax preparation, financial planning, and business consulting. Based on the reviews, 100% of clients expressed satisfaction, highlighting their professionalism, responsiveness, and expertise. Approximately 75% of the reviewers mentioned the firm's capability in offering valuable tax advice and savings, making them a reliable partner for financial management.

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Reviews mention Trustworthy
Spear CPA CFP is highly regarded for their trustworthiness, as evidenced by multiple client testimonials. One client noted their commitment to compliance with tax laws and effective communication, stating, "Everything they do is by the books." Another emphasized the personal connection and consistent support provided, asserting, "Trust the man, and trust that he will do his job well." Overall, clients express a strong sentiment of trust, consistently recommending Spear CPA CFP for their reliable and knowledgeable service.

Accounting for Insurance-Focused Research Firm

4.5 Dec 10, 2020

When we had our audit, we were happy to see that they were up to date with all relevant tax codes and did everything by the book. They gave insight on what could be written off as a business expense as well, looking out for my interests as well as his own. Everything they do is by the books, and they’re knowledgeable about small business accounting.
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Business Accounting for Hospitality Branding Consultant

5.0 Dec 8, 2020

He has performed above and beyond, I’ve been with him for a long time. I trust him. He’s very consistent. He was able to connect with me as an individual. I’ve never had an accounting provider before. He made it very easy for me to open up and trust him. The pandemic hit my business very hard, and he’s gone above and beyond in terms of support for my business and me as an individual. He’s a great partner. Trust the man, and trust that he will do his job well. He hasn’t let me down, and I doubt he’ll let anyone down.
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Industry Experience

Spear CPA CFP has demonstrated expertise across several industries, including manufacturing, legal, financial services, business services, and advertising/marketing. Clients praise their responsiveness, professionalism, and ability to exceed expectations, particularly in handling tax planning, bookkeeping, and compliance. Overall sentiment is highly positive, with notable strengths in project management and their proactive approach to client needs. Businesses in industries requiring meticulous financial management and strategic tax advice would find Spear CPA CFP an ideal partner.
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Advertising & marketing Financial services Business services Manufacturing Consumer Products Legal Construction

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Average Project Cost Breakdown

$50,000 to $199,999 (4) $200,000 to $999,999 (3) $10,000 to $49,000 (2)

What Clients Have Said
Clients consistently express satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted that their investment, amounting to approximately $100,000 over several years, was well worth it due to the expertise and efficiency provided. Another remarked on the reasonable rates and the significant savings achieved through their tax advice. Overall, the sentiment reflects that clients feel they receive high-quality service that justifies their financial commitment.
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Review Rating from Clients

4.9/5.0

Quality

4.9

Schedule

5.0

Cost

4.8

Willing to Refer

5.0

Local clients highlight Spear CPA CFP's deep knowledge of tax laws and their proactive approach to financial management. They value the firm's transparency, attention to detail, and seamless integration with in-house teams, which helps optimize their financial outcomes and simplifies compliance.
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Financial Strategies Investment Advisor Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Bethel, CT

Services provided

40% Financial Consulting

40% Financial Advising & Planning

20% Blockchain

Financial Strategies Investment Advisor Services is a small Financial Advising & Planning company based in Bethel, Connecticut. The team offers Financial Advising & Planning and Financial
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Great American Credit Repair

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Yonkers, NY

Services provided

50% Financial Consulting

50% Financial Advising & Planning

Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
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Yonkers, NY

465 Tuckahoe Road
Yonkers, NY 10710
1

+19147758380

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BestCFO

5.0 1 review

$1,000+

< $25 / hr

10 - 49

new york, NY

Services provided

20% Financial Consulting

20% Accounting

20% Business Consulting +2 services

20% Financial Advising & Planning

20% Fractional CFO Services

BestCFO is a finance consultancy known for providing comprehensive financial consultation services, including financial advising, analysis, and planning. According to reviews, 100% of clients praised their ability to enhance cash flow and deliver timely, clear financial reports, with many highlighting their helpfulness and expertise. Their services have been highly recommended for optimizing financial performance and strategic guidance.

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Industry Experience

BestCFO has received positive feedback primarily from the financial services industry, where they demonstrated expertise in optimizing financial performance, enhancing cash flow, and ensuring compliance. Clients emphasized their strengths in delivering timely, comprehensive CFO services and providing clear financial reporting. The overall sentiment reflects satisfaction with their strategic guidance and cooperative project management, making them a suitable partner for organizations seeking robust financial advisory in this sector.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised BestCFO for its competitive pricing and the value it delivers. One client noted that BestCFO's pricing fit their budget while receiving expert financial advice that significantly improved cash flow stability by 20%. Overall sentiment indicates that clients find BestCFO to be a cost-effective choice, with strong support and timely delivery of services, contributing positively to their financial management and strategic growth.
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1 of 1 Bridgeport-based review is 5 stars

Less than $10,000 avg. project cost for Financial Consulting services in Bridgeport

Bridgeport-based Financial Consulting project highlight

Financial Advising Services for Tax & Accounting Firm
5.0 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Reviewers in New York emphasize BestCFO's knowledgeable guidance in financial analysis, forecasting, and risk minimization. Clients appreciate their responsiveness, professionalism, and tailored solutions that support business growth and stability.
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Pro Business Plans

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

30% Financial Consulting

35% Business Consulting

20% Funding & Investment +1 service

15% Fractional CFO Services

Pro Business Plans is a finance consultancy specializing in financial consulting services and financial planning. Their clients laud their detailed market analysis and financial modeling, with 100% of reviews highlighting their exceptional ability to balance technical requirements with investor-friendly presentations. The firm is praised for its proactive communication and timely delivery.

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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Business Plan Development for Healthcare Company
5.0 — Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. Read more
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Industry Experience

Pro Business Plans has demonstrated expertise primarily in the IT Services and Healthcare industries. Clients praise their ability to create comprehensive business plans, conduct in-depth market analysis, and develop realistic financial models, particularly in the context of healthcare technology. The overall sentiment is positive, highlighting their effective communication, timely delivery, and understanding of both regulatory requirements and investor expectations. This makes them a strong fit for companies seeking support in business planning and financial modeling within these sectors.
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IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed that Pro Business Plans offers good value for their cost, with one client specifically noting that the pricing fit their budget while delivering quality outputs. The company’s ability to produce detailed business plans and financial models has been praised, particularly for their realistic approach and timely delivery. Overall, the sentiment reflects satisfaction with the value received relative to the investment made.
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NewOak Capital

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Danbury, CT

Services provided

30% Financial Consulting

30% Financial Advising & Planning

20% Application Testing +1 service

20% Commercial Financing

Financial Advising & Planning company NewOak Capital was launched in 2008. In New York, New York and Danbury, Connecticut, the team focuses on Financial Advising & Planning and Financial Consulting.
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Danbury, CT

The Matrix 39 Old Ridgebury Road
Danbury, CT 06810
2 - 5

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Liv Data LLC

5.0 2 reviews

$25,000+

$300+ / hr

2 - 9

New York, NY

Services provided

20% Financial Consulting

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Advising & Planning

20% Fractional CFO Services

Liv Data LLC is a consulting firm that specializes in providing strategic financial analysis, outsourced CFO support, and AI consulting services, particularly in the finance and accounting sectors. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their impressive problem-solving abilities and deep understanding of client needs, resulting in significant operational improvements and effective project management.

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Industry Experience

Liv Data LLC has garnered positive feedback in the Financial Services and Information Technology sectors. In Financial Services, they excelled in providing tailored CFO support that improved operational efficiency and profitability. Their expertise was particularly valued for compliance and risk management. In Information Technology, they effectively guided AI product development for finance automation, enhancing operational workflows and go-to-market strategies. Overall, their strengths lie in strategic financial analysis and technology consulting, making them an excellent fit for clients in both industries.
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Information technology Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently express satisfaction with Liv Data LLC's pricing, noting it offers good value for the cost. A CEO highlighted their selection due to 'good value for cost' and 'high ratings.' Another client emphasized the significant operational improvements achieved through their services, directly impacting gross margins and EBITDA. Overall, feedback reflects a positive sentiment regarding the company's ability to deliver results that justify their pricing.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Clients in the area commend Liv Data LLC for their strong project management, industry knowledge, and ability to align solutions with real-world finance and cybersecurity needs, ensuring effective and timely results.
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Gaussian Consulting

5.0 2 reviews

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Services provided

10% Financial Consulting

55% Business Consulting

15% IT Strategy Consulting +2 services

10% Market Research

10% Marketing Strategy

Gaussian Consulting is a strategic advisory firm specializing in market research and product portfolio strategy. Clients highly regard the company for its structured, data-driven approach, with 100% of reviews highlighting positive outcomes, such as profitability and effective financial strategies. Gaussian's ability to facilitate decision-making and implement successful strategies for product development and cash flow management is frequently praised.

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Reviews mention Well-organized projects
Clients have consistently praised Gaussian Consulting for their well-organized project management. One CEO highlighted the company's structured approach, stating that Gaussian provided 'a lot of structure and logic' often lacking in product strategy. The effective collaboration between teams was also noted, with feedback indicating a smooth workflow and positive outcomes, as evidenced by the profitable products chosen through their guidance.

Strategy Consulting for Design Studio Startup

5.0 Aug 26, 2022

There was a lot of structure and logic, which is usually missing from product/portfolio strategy (even though everyone thinks they're 'data-driven').
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Industry Experience

Gaussian Consulting has demonstrated considerable expertise in the Design and Consumer Products industries. Clients praised their structured approach to product strategy and market research, leading to profitable outcomes and sustainable growth. Feedback emphasizes their ability to facilitate innovative product development while maintaining cash flow. Overall, the sentiment is highly positive, indicating that Gaussian is well-suited for companies seeking strategic guidance in product development and financial planning within these sectors.
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Design Consumer Products

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Gaussian Consulting is perceived as providing excellent value for money, with clients praising their structured approach and effective strategies that lead to profitable outcomes. One client noted their ability to generate cash flow while developing innovative products, which was previously deemed impossible. Another client highlighted the logical framework provided by Gaussian, which added clarity to their product strategy. Overall, the sentiment indicates that clients found the cost of services justified by the positive results achieved.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Local clients praise Gaussian Consulting for their strategic expertise in financial planning and product scaling, helping businesses achieve cash flow and growth targets through innovative solutions and efficient workflows.
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US Estimating

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Valley Stream, NY

Services provided

25% Financial Consulting

25% Architectural Design

25% Business Consulting +1 service

25% Commercial Development

Launched in 2022, US Estimating is an Architectural Design company. Located in Valley Stream, New York and Valley Stream, New York, the team focuses on Architectural Design and Business Consulting.
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Berdon

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Jericho, NY

Services provided

30% Financial Consulting

40% Accounting

30% Business Consulting

Berdon, an Accounting company, is based in New York, New York and Jericho, New York. They offer Accounting and Business Consulting and were founded in 1917.
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Jericho, NY

100 Jericho Quadrangle
Jericho, NY 11753
2 - 5

+1.516.931.3100

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Alternative Funding Solutions

Not yet reviewed

$10,000+

$100 - $149 / hr

10 - 49

Uniondale, NY

Services provided

20% Financial Consulting

45% Funding & Investment

35% Commercial Financing

Alternative Funding Solutions is a Funding & Investment company launched in 2022. The team focuses on Funding & Investment and Commercial Financing.
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bluhalo io Ltd

5.0 11 reviews

$1,000+

$300+ / hr

2 - 9

New York, NY

Services provided

10% Financial Consulting

80% Business Consulting

10% Marketing Strategy

bluhalo io Ltd is a Finance Consultancy offering Financial Consulting Services. Their clients report a 100% positive feedback rate, highlighting the company's ability to transform annual plans and targets. Clients commend their project management and personalized industry insights, indicating strong expertise in Financial Analysis and Planning.

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1 of 1 Financial Consulting reviews are 5 stars

Unknown avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for B2B Marketing Company
5.0 — Cactus developed a pipeline tracker and reviewed existing rate cards for a B2B marketing company. The goal was to assess profitability, staff capacity, and ability to hit revenue goals. Read more
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Industry Experience

Bluhalo io Ltd has demonstrated expertise primarily in the Advertising & Marketing sector, with notable success helping agencies grow, improve profitability, and refine strategic planning. Clients from this industry report a transformational impact on business outcomes, reaching growth targets and increasing revenue through tailored consulting. Additionally, they have provided valuable insights to clients in other sectors, such as Pharmaceuticals and Film Production, emphasizing their versatility and strong project management capabilities. Overall sentiment reflects high satisfaction, particularly within Marketing-related industries.
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Arts, entertainment & music Other industries Advertising & marketing

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $50,000 to $199,999 (3) $200,000 to $999,999 (2) Less than $10,000 (1)

What Clients Have Said
Overall feedback on bluhalo io Ltd indicates a strong alignment between cost and value. Clients frequently mention that their investment has yielded significant returns; for instance, one client stated, "the investment into their services is possibly the best money I have ever spent." Another highlighted that their business doubled in size due to Cactus' support. Clients appreciate the exceptional quality of service relative to cost, with sentiments like, "the quality of their work is exceptional," reinforcing their satisfaction with the pricing structure.
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New York, NY

One World Trade Centre
New York, NY 10007
1

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Davidoff Accounting & Tax Services

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Floral Park, NY

Services provided

20% Financial Consulting

20% Accounting

20% Business Consulting +2 services

20% Corporate Law

20% Tax Law

Established in 2007, Davidoff Accounting & Tax Services is a Business Consulting company. The company provides Business Consulting and Accounting, and is small.
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Greyson Tax & Consulting

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Hoboken, NJ

Services provided

10% Financial Consulting

75% Accounting

15% Business Consulting

Greyson Tax & Consulting is a tax and bookkeeping firm providing comprehensive financial services such as tax optimization, bookkeeping, and business structuring. With 100% positive feedback, clients praise their expertise and timely communication, attributing significant tax savings, such as $30,000 in one year, to their strategic guidance.

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Industry Experience

Greyson Tax Consulting has demonstrated expertise primarily in the real estate industry, providing comprehensive tax and bookkeeping services that streamline financial processes and enhance business performance. Clients have reported significant financial savings, notably around $30,000 in taxes, due to their effective strategies and timely communication. The positive sentiment reflects their ability to support growth in real estate operations, making them a suitable partner for businesses seeking reliable financial consulting.
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Real estate

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What Clients Have Said
Clients have consistently praised Greyson Tax Consulting for their exceptional value for money, with one client reporting a savings of $30,000 in taxes, showcasing a significant return on investment. The firm's ability to manage complex financial tasks efficiently and provide timely communication further enhances their perceived value. Overall, clients feel that the cost of services is justified by the substantial financial benefits received, leading to a high level of satisfaction.
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Hoboken, NJ

221 River St 9th Fl
Hoboken, NJ 07030
2 - 5

614-662-4778

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Kweku Strategies Inc

Not yet reviewed

$5,000+

$200 - $300 / hr

2 - 9

New Rochelle, NY

Services provided

10% Financial Consulting

20% Business Consulting

20% IT Strategy Consulting +7 services

15% Commercial Development

10% Business Continuity Management

5% AI Consulting

5% CRM Consulting and SI

5% Cloud Consulting & SI

5% Digital Strategy

5% Marketing Strategy

Kweku Strategies Inc, a small IT strategy consulting company, is located in New Rochelle, New York. Their services include IT strategy consulting and Business Consulting.
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Fitzner Consulting

Not yet reviewed

$25,000+

$200 - $300 / hr

2 - 9

Middletown, CT

Services provided

10% Financial Consulting

70% Blockchain

15% Business Consulting +1 service

5% Content Marketing

Fitzner Consulting is a Blockchain company based in Middletown, Connecticut. Launched in 2016, the team provides Blockchain and Business Consulting.
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Outsourced Accountants

Not yet reviewed

$25,000+

$100 - $149 / hr

250 - 999

New York, NY

Services provided

20% Financial Consulting

20% Accounting

20% Commercial Financing +2 services

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning

Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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Joy the Bookkeeper

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Uniondale, NY

Services provided

20% Financial Consulting

20% Accounting

20% Financial Advising & Planning +2 services

20% Litigation Support Services

20% Tax Law

Joy the Bookkeeper is an Accounting company. Launched in 2019, the agency is headquartered in Uniondale, New York. Their services include Accounting and Financial Advising & Planning.
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Care Reimbursement

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Valley Stream, NY

Services provided

45% Financial Consulting

20% Business Consulting

15% IT Managed Services +2 services

10% Social Media Marketing

10% Web Development

Care Reimbursement is a Financial Consulting company. They offer Financial Consulting and Business Consulting and are headquartered in Valley Stream, New York.
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Shah & Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Uniondale, NY

Services provided

20% Financial Consulting

20% Account-Based Marketing

20% Accounting +2 services

20% Business Consulting

20% Litigation Support Services

Founded in 2015, Shah & Associates is a Business Consulting company. The company offers Business Consulting and Accounting.
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Litrivis CPA PLLC

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Nyack, NY

Services provided

10% Financial Consulting

30% Accounting

30% Financial Advising & Planning +3 services

10% Business Valuation Services

10% Commercial Financing

10% Funding & Investment

Litrivis CPA PLLC is an Accounting company. Their small team of employees is based in Nyack, New York. Their team provides Accounting and Financial Advising & Planning.
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Analytic Partners

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

10% Financial Consulting

30% Marketing Strategy

25% BI & Big Data Consulting & SI +2 services

25% Digital Strategy

10% Business Consulting

Founded in 2000, Analytic Partners is a Marketing Strategy company. Their team offers Marketing Strategy and Digital Strategy.
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New York, NY

114 West 41st Street
New York, NY 10036
101 - 150

+1-212-599-7630

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Outsourced Accountants Oman

Not yet reviewed

$10,000+

$100 - $149 / hr

50 - 249

New York, NY

Services provided

20% Financial Consulting

20% Accounting

20% Business Valuation Services +2 services

20% Finance Law

20% Financial Advising & Planning

Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
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GBFS International

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

50% Financial Consulting

50% Financial Advising & Planning

GBFS International is a midsize Financial Consulting and Financial Advising & Planning company. Founded in 2010, the team specializes in Financial Consulting and Financial Advising & Planning.
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List of the Top Bridgeport Financial Consulting Firms

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Strategy Consulting for Design Studio Startup

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