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Top Financial Forecasting Services

Ratings Updated: September 21, 2026

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Zenbooks

4.9 10 reviews

Premier Verified

$1,000+

$150 - $199 / hr

10 - 49

Ottawa, Canada

Services provided

10% Financial Consulting

25% Accounting

25% Finance & Accounting Outsourcing (FAO) +3

20% Fractional CFO Services

10% Back Office Outsourcing

10% Business Consulting

Focus Areas

100% Financial Forecast Consultants

Zenbooks is an accounting and bookkeeping firm known for its comprehensive financial management services, including bookkeeping, tax advisory, and payroll management. The reviews reflect overwhelmingly positive feedback, with approximately 90% of clients highlighting Zenbooks' professionalism, timely delivery, and responsiveness. A recurring theme is the company's depth of knowledge and genuine interest in client success, though minor suggestions for improvement include expanding language support and offering more flexible pricing.

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Reviews mention Great project management
Clients have consistently praised Zenbooks for their exceptional project management capabilities. One client noted their 'excellent' project management, highlighting the team's attentiveness and effective communication. Another client emphasized that deliverables were consistently on time, describing the process as 'smooth and efficient.' Overall, the sentiment reflects strong client satisfaction with Zenbooks' ability to manage projects effectively and meet client needs promptly.

Accounting Services for Commercial Real Estate Company

5.0 Jul 19, 2023

Project management is very good. Deliverables are on time and process is smooth and efficient. Zenbooks are tech savvy and have found off the shelf software to create streamlined processes.
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Accounting Services for Sports Association

3.5 Mar 24, 2026

Good project management. Delivered on time. Need more French staff to communicate with QC companies.
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Accounting Services for Medical Aesthetics Procurement Co

5.0 Mar 30, 2026

Zenbooks' project management is excellent. The team is attentive, has great follow-up, and is friendly. We communicate via virtual meetings.
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6 of 7 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 7 times in the past 6 months
Zenbooks has received positive feedback over the past six months, highlighting their responsiveness, expertise, and effective project management. Clients noted that Zenbooks provided significant improvements in bookkeeping, tax compliance, and financial visibility. Specific praise included their timely delivery of services and the team's deep knowledge, which helped in achieving accurate financial forecasting. Overall, clients expressed satisfaction with Zenbooks' cultural fit and value for cost, with few suggestions for improvement.
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Average Project Cost Breakdown

$10,000 to $49,000 (4) Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight Zenbooks' competitive pricing and value for money. One client noted, "pricing fit our budget" and emphasized the "good value for cost" throughout their engagement. Another mentioned their services as "good value for the cost" and praised their professionalism. Overall, feedback indicates that Zenbooks delivers high-quality services that align well with client expectations, validating their pricing strategy as favorable and effective.
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Ottawa, Ontario (4) Guelph, Ontario (1) Toronto, Ontario (1) Montreal, Quebec (1)

This provider is fluent in 2 languages:

English

French

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Haile Solutions LLC

5.0 3 reviews

Premier Verified Clutch Guarantee

Undisclosed

$150 - $199 / hr

2 - 9

Services provided

30% Financial Consulting

35% Business Consulting

35% ERP Consulting and SI

Focus Areas

20% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Financial Risk Advisory Consultants +2

20% Pricing Consulting

20% Profitability Consultants

Haile Solutions LLC is a consulting firm specializing in ERP implementation and finance solutions, praised for its technical proficiency and strategic advisory capabilities. With 100% positive feedback, clients commend Haile Solutions for its responsiveness, technical and regulatory expertise, and ability to manage projects efficiently within tight deadlines, while expressing no notable areas for improvement.

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3 of 3 reviews are 5 stars

Unknown avg. project cost

Reviewed 3 times in the past 6 months
Haile Solutions LLC has received positive feedback over the past six months, with clients praising their responsiveness, expertise, and ability to deliver projects on time. One client highlighted the successful onboarding and ongoing consultancy for ERP solutions, while another noted their impressive financial understanding and effective troubleshooting within Deltek WorkBook. Overall, clients express high satisfaction, emphasizing the company's accountability and alignment with their needs, with no significant areas for improvement identified.
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Average Project Cost Breakdown

What Clients Have Said
Client feedback highlights Haile Solutions LLC's strong value for money, with multiple reviewers noting that their pricing aligns well with the quality of service provided. For instance, one client from Citrus Health Group emphasized that their pricing fit the budget while offering substantial value. Another reviewer from Deltek Inc praised the company's accountability and expertise, ensuring projects were delivered on time and within budget. Overall, clients express satisfaction with the cost-effectiveness of Haile Solutions LLC's services.
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England (2) United States (1)

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Consulton Market Intelligence Poland

4.8 3 reviews

Verified

$5,000+

Undisclosed

2 - 9

Warszawa, Poland

Services provided

10% Financial Consulting

30% Business Consulting

30% Market Research +2

20% Marketing Strategy

10% Business Valuation Services

Focus Areas

20% Financial Forecast Consultants

40% Fundraising Consultants

20% Pricing Consulting +3

10% Financial Risk Advisory Consultants

5% Cost Reduction Consulting

5% Profitability Consultants

Consulton Market Intelligence Poland is a consultancy firm specializing in market entry support and partner searches for international businesses. They maintain a 100% positive feedback rate, with clients commending their professionalism, cost-effective solutions, and ability to deliver timely results. Notably, 50% of reviews highlight their superb project management and alignment with client values.

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Industry Experience

Consulton Market Intelligence Poland has demonstrated expertise primarily within the consulting industry, focusing on market entry support and business networking. Their work with real estate developers and Swiss SMEs showcases their ability to facilitate partnerships and provide valuable market insights. Clients have praised their professionalism, accountability, and responsiveness. Overall sentiment is positive, indicating that the provider is well-suited for clients seeking market intelligence and partnership facilitation within the consulting sector.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight Consulton Market Intelligence Poland's strong value for money, noting that their pricing aligns well with budgetary constraints. One client emphasized that the company provided 'good value for cost,' while another appreciated their 'professional yet cost-effective solution.' Overall, the sentiment is positive, with clients expressing satisfaction in the outcomes achieved relative to the investment made.
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Cyprus (1) Switzerland (1)

This provider is fluent in 3 languages:

Polish

English

German

This provider is available in 1 time zone:

Central European Time (CET)

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House of Bookkeepers

5.0 2 reviews

Verified

$1,000+

$25 - $49 / hr

10 - 49

Dhaka, Bangladesh

Services provided

20% Financial Consulting

60% Accounting

20% Financial Advising & Planning

Focus Areas

15% Financial Forecast Consultants

40% Profitability Consultants

25% Cost Reduction Consulting +1

20% Pricing Consulting

House of Bookkeepers is a financial consulting company specializing in bookkeeping and financial advisement. Reviews highlight a 100% success rate in account reconciliation and a 50% reduction in financial review time. Clients praise their proactive communication and efficient service, though note potential for improvement by expanding their team.

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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

Unknown avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting & Financial Consulting Services for Video Prod Co
5.0 — House of Bookkeepers provides accounting services for a video production company. The team has cleaned up historical transactions, reconciled all accounts, and delivered finalized balance sheet and Read more
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with House of Bookkeepers' pricing and value for money. One CEO noted that their pricing fit his budget while another emphasized the efficiency gained, reducing financial review time by over 50%. Overall, the sentiment reflects a strong appreciation for the quality of service relative to cost, with clients highlighting excellent communication, timely delivery, and accurate financial reporting as key benefits that enhance the perceived value of their investment.
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Bangladesh (1) United States (1)

This provider is fluent in 3 languages:

English

Bengali

Hindi

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LUCA LLC

Not yet reviewed

Verified

$5,000+

$100 - $149 / hr

50 - 249

Mountain Brook, AL

Services provided

15% Financial Consulting

85% Finance & Accounting Outsourcing (FAO)

Focus Areas

60% Financial Forecast Consultants

10% Cost Reduction Consulting

10% Fundraising Consultants +2

10% Pricing Consulting

10% Profitability Consultants

LUCA LLC is a Finance & Accounting Outsourcing (FAO) company. They were launched in 2017 and focus on Finance & Accounting Outsourcing (FAO) and Financial Consulting.
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More responsive than most other service providers

LUCA LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Waveup

5.0 6 reviews

$1,000+

$100 - $149 / hr

10 - 49

London, England

Services provided

10% Financial Consulting

20% Business Consulting

20% Funding & Investment +3

20% Graphic Design

20% Market Research

10% Business Valuation Services

Focus Areas

40% Financial Forecast Consultants

40% Fundraising Consultants

5% Cost Reduction Consulting +3

5% Financial Risk Advisory Consultants

5% Pricing Consulting

5% Profitability Consultants

Waveup is a Finance Consultancy specializing in Financial Consulting Services. According to reviews, they excel in creating investment memorandums and demonstrate a strong cultural alignment and expertise. Out of their reviews, 100% are positive, highlighting efficient communication across different time zones and effective project management, with no noted areas for improvement.

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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

$50,000 – $199,999 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting & Market Research for Utilities Company
5.0 — Waveup provided investment research services for a renewable energy company. The team assembled an investment memorandum for a potential acquisition using information and data from third-party Read more
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Industry Experience

Waveup has demonstrated expertise across several industries, including financial services, real estate, gaming, and utilities. Clients in financial services highlight their strong project management and ability to deliver high-quality financial documents. In real estate, they are praised for timely deliverables and solid communication. The gaming sector appreciates their proficiency in crafting compelling pitch decks. Lastly, in utilities, they excel in generating comprehensive investment memorandums. Overall, feedback indicates a positive sentiment, particularly in finance and gaming, making them a strong candidate for projects in these sectors.
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Financial services Real estate Gaming Utilities

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Waveup's strong value for cost, with multiple reviews emphasizing its affordability and quality of deliverables. One client noted, 'Good value for cost' when selecting Waveup, while another remarked on the 'pricing fit our budget.' Overall, the sentiment is positive, with many expressing satisfaction with the outcomes achieved relative to the investment made, affirming Waveup's effectiveness in delivering high-quality services at competitive rates.
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United States (3) Germany (1) Lithuania (1)

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Incro

4.9 25 reviews

$10,000+

$150 - $199 / hr

10 - 49

Warszawa, Poland

Services provided

10% Financial Consulting

60% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services +1

10% BI & Big Data Consulting & SI

Focus Areas

25% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Profitability Consultants +3

15% Fundraising Consultants

10% Financial Risk Advisory Consultants

10% Pricing Consulting

Incro is a Finance Consultancy firm specializing in Financial Consulting Services, including budgeting tools, financial planning, and financial analysis. Across their reviews, 100% of clients commend Incro for their customer-centric approach, transparency, and efficiency in improving financial management. While some note areas for improvement in implementation timelines, 90% highlight their timely responses and alignment with client needs, resulting in enhanced financial outcomes and decision-making capabilities.

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Reviews mention Great project management
Clients have consistently praised Incro for their exceptional project management capabilities. One client noted that Incro's project management was 'great,' highlighting timely delivery and effective communication through Microsoft Teams and email. Another emphasized their 'high level' of project implementation, commitment, and support throughout the engagement. Overall, feedback reflects a strong sentiment of satisfaction with Incro's organized approach and dedication to meeting project objectives.

Budget Stabilization & Monitoring for Kid's Robotics School

5.0 Aug 12, 2024

Everything is well managed by Incro.
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Financial Consulting & Business Valuation for Marketing Firm

5.0 Jul 9, 2024

Incro maintains the highest level in terms of project implementation, communication and broadly understood culture of cooperation. Large project ownership, real commitment and support at every stage of cooperation.
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Power BI Setup & Financial Consulting Services for Law Firm

5.0 Oct 1, 2025

The project management was excellent. The Incro team was very well organized, responsive, and easy to work with. They clearly communicated timelines and delivered all items on schedule. Whenever we had questions or specific needs, they reacted quickly and provided practical solutions. Their professional approach and efficiency gave us confidence throughout the entire process. Overall, their ability to combine speed, expertise, and clear communication made the collaboration highly effective.
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Financial Dashboard Dev & Design for Legal Services Company

5.0 Oct 6, 2025

Incro's project management was great. The team delivered on time. We communicated via Microsoft Teams and email.
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11 of 13 Financial Forecast Consultants reviews are 5 stars

Less than $10,000 avg. project cost

Financial Forecast Consultants Experience

Overall, Incro has received positive feedback in their Financial Forecast Consultants service, with 90% of reviewers expressing satisfaction with their expertise and project management. Clients have highlighted strengths in financial analysis, dashboard creation, and effective budgeting tools, resulting in up to 40% time reduction in budgeting processes. However, 20% of reviewers noted the need for clearer timelines and enhanced communication strategies. Overall, Incro's commitment to understanding client needs and delivering tailored solutions has significantly improved financial outcomes across multiple projects.
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11 of 13 Financial Consulting reviews are 5 stars

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for E-Commerce Software Company
4.5 — Incro provides financial consulting services for an e-commerce software company. The team has set up an accounting system, created a Power BI dashboard, and managed incomes and expenses. Read more
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More responsive than most other service providers

Incro is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Norman Professional Services

5.0 4 reviews

$5,000+

$200 - $300 / hr

2 - 9

Oak Park, IL

Services provided

60% Financial Consulting

40% Accounting

Focus Areas

30% Financial Forecast Consultants

30% Profitability Consultants

20% Cost Reduction Consulting +1

20% Pricing Consulting

Norman Professional Services is a Finance Consultancy specializing in Financial Consulting Services, Financial Advisement, and Wealth Management. The company consistently receives positive feedback for its effective bookkeeping, strategic financial advising, and timely project management, with 100% of reviewers noting improved financial understanding and confidence. Clients appreciate their accountability, integrity, and responsive communication.

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Reviews mention Professional
Norman Professional Services has received positive feedback for their professionalism and operational support. Clients praised their seamless cloud migration, accurate financial reporting, and effective cash flow management, noting a 20% increase in days of cash on hand. The team is described as responsive, collaborative, and transparent, consistently meeting project expectations. One client specifically highlighted their operational improvement suggestions and the overall quality of work, stating there are no areas for improvement.

Bookkeeping for Consulting & Training Co

5.0 Feb 27, 2024

Norman Professional Services’ team is transparent, strives for accuracy, and sets the right project expectations. In addition, they deliver on time, within budget, and communicate well with us via Zoom and Microsoft Teams. Norman Professional Services’ biggest strength is how they help us manage and improve cash flow. Their whole team is very professional, responsive, and collaborative.
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3 of 3 Financial Consulting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Bookkeeping System Upgrade & Admin Services for Nonprofit
5.0 — Norman Professional Services has helped a nonprofit upgrade and manage their bookkeeping system. The team has handled the client’s administrative requirements and works on ensuring accurate Read more
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Industry Experience

Norman Professional Services has received positive feedback across various industries, including non-profit, financial services, business services, and others. Clients commend their expertise in bookkeeping, financial reporting, and strategic advisory, facilitating improved operational efficiencies and financial clarity. The non-profit sector noted enhanced bookkeeping systems, while the financial services industry highlighted timely financial statement reporting. Overall, sentiment is highly favorable, indicating their strong capacity to support businesses in managing financial complexities effectively.
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Business services Non-profit Software Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise Norman Professional Services for their exceptional value and cost-effectiveness. One client noted their engagement as a 'good value for cost,' while another highlighted how their financial management has significantly enhanced cash flow and operational efficiency. Overall, the sentiment reflects satisfaction with timely deliverables and transparency, with no reported issues regarding pricing or service quality.
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SoCal Startup Law

4.9 5 reviews

$5,000+

$200 - $300 / hr

2 - 9

San Diego, CA

Services provided

10% Financial Consulting

30% Corporate Law

20% Business Consulting +5

10% Finance Law

10% Fractional CFO Services

10% HR Consulting

5% Compliance Consulting

5% Tax Law

Focus Areas

15% Financial Forecast Consultants

20% Financial Risk Advisory Consultants

20% Pricing Consulting +3

15% Cost Reduction Consulting

15% Fundraising Consultants

15% Profitability Consultants

SoCal Startup Law is a legal consultancy specializing in corporate formation, financial planning, and legal compliance for startups and small businesses. Across their reviews, 100% of clients commend their professionalism, timely execution, and expertise in legal matters. Clients also praise their integrity and alignment with client values, with no negative feedback reported. The company is noted for its dedication to ensuring client success and satisfaction.

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Reviews mention Creative
Clients have noted SoCal Startup Law's remarkable creativity and expertise in transforming ideas into legal frameworks. One client emphasized their 'incredible experience' and the team's ability to provide 'valuable insights' that facilitated the commercialization of their concept. Overall, the sentiment reflects a high level of satisfaction with the firm's innovative approach and dedication to client needs, although suggestions for improved communication and progress tracking were mentioned.

Business Services for AI Marketing Platform

4.5 Jul 25, 2023

I had an incredible experience working with Hill Point Ventures. Their team is professional, highly dedicated, and attentive to our needs. From the beginning to the end of our collaboration, they displayed remarkable expertise and creativity, providing valuable insights that helped bring our idea to life.
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Industry Experience

SoCal Startup Law has demonstrated strong expertise across diverse industries, including Software, Financial Services, Information Technology, and Consulting. Clients highlight their proficiency in legal compliance, corporate strategy, and financial planning, with notable strengths in timely execution and thorough communication. Overall sentiment reflects high satisfaction, particularly in their ability to provide tailored legal solutions that enhance business operations and compliance. Businesses looking for expert legal guidance in these sectors would find a good fit with this provider.
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Software Financial services Information technology Consulting

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise SoCal Startup Law for providing exceptional value relative to their cost. Feedback highlights that services are delivered on time and often below budget, exemplified by one client noting they received all promised work 'on time and below budget.' Another client emphasized 'good value for cost,' indicating that the firm's pricing aligns well with the quality of service provided. Overall, the sentiment reflects strong satisfaction with the firm's affordability and effectiveness.
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Naples, Florida (1) Tampa, Florida (1) Laguna Niguel, California (1) San Diego, California (1) Palos Verdes Peninsula, California (1)

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STAXX LLC

4.2 6 reviews

$25,000+

Undisclosed

10 - 49

Services provided

20% Financial Consulting

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +2

20% Fractional CFO Services

20% Funding & Investment

Focus Areas

20% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Fundraising Consultants +2

20% Pricing Consulting

20% Profitability Consultants

STAXX LLC is a Finance Consultancy offering comprehensive financial consulting services such as accounting, tax planning, and fractional CFO services. Positive reviews highlight their reliability, timely delivery, and effective financial advisement, with 100% of clients appreciating their data-driven insights. However, some clients expressed a desire for more actionable advice in financial planning.

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0 of 1 reviews is 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
STAXX LLC has received negative feedback in the last six months, particularly regarding the lack of delivered services despite significant payment. A client reported that after paying $29,900, they received only one error-filled profit-and-loss statement and no ongoing bookkeeping or financial support. Project management was described as poor, with missed deadlines and unresolved issues. The client emphasized the need for STAXX LLC to improve their delivery of promised work and set honest expectations.
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1 of 2 Financial Consulting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting & Financial Consulting for Medical Practice
4.5 — STAXX LLC provides accounting services for a medical practice. The team offers tax planning and advice, as well as budgeting and projection support. Read more
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Industry Experience

STAXX LLC has served diverse industries including Business Services, Advertising & Marketing, Healthcare, Automotive, and IT consulting. Feedback highlights their strengths in bookkeeping, tax planning, and financial advisory, with a notable emphasis on delivering accurate financial reports and proactive communication. Clients in the Advertising & Marketing sector praised their timely service and actionable insights, while those in Automotive and Healthcare noted improvements in financial health and strategic planning. Overall, STAXX LLC is regarded as a reliable partner across these sectors, particularly in financial management.
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Healthcare Consulting Business services Advertising & marketing Automotive

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Average Project Cost Breakdown

$10,000 to $49,000 (4)

What Clients Have Said
The feedback on STAXX LLC's cost and value for money is mixed. While some clients appreciate the reasonable pricing and timely delivery of services, such as the owner of Calvert & Son, who noted they receive excellent value for their investment, others express dissatisfaction. A CEO from HQ Intake LLC criticized the $29,900 spent for minimal deliverables and errors, claiming a lack of value. Overall, sentiment varies significantly, highlighting the need for prospective clients to clarify expectations upfront.
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Oak Business Consultant

5.0 14 reviews

Undisclosed

Undisclosed

10 - 49

Dubai, United Arab Emirates

Services provided

20% Financial Consulting

25% Financial Advising & Planning

20% Business Valuation Services +2

20% Funding & Investment

15% Accounting

Focus Areas

15% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Pricing Consulting +3

15% Financial Risk Advisory Consultants

15% Fundraising Consultants

15% Profitability Consultants

Oak Business Consultant is a comprehensive finance consultancy firm, providing services such as financial planning, financial analysis, and financial advisement. Across various reviews, 100% of clients praise the company's professionalism, responsiveness, and ability to integrate closely with their operational needs, enhancing financial control and decision-making processes. Notably, 80% of reviewers highlighted the company's high ratings and good value for cost.

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1 of 1 reviews is 5 stars

1 new review for Financial Consulting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews indicate that Oak Business Consultant provides exceptional support in finance and accounts management, effectively acting as an external finance department. Clients commend their organized and responsive project management, leading to improved financial reporting, cash flow visibility, and reduced time spent on bookkeeping tasks. One client noted a 30%–40% decrease in internal finance workload, enabling better focus on core business activities. Overall sentiment is highly positive, with minor suggestions for more frequent proactive check-ins to enhance communication.
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2 of 2 Financial Forecast Consultants reviews are 5 stars

1 new review for Financial Forecast Consultants in past 6 months

$10,000 – $49,000 avg. project cost

Financial Forecast Consultants Experience

Oak Business Consultant has received overwhelmingly positive feedback for their Financial Forecast Consultants service, with clients noting a 90% satisfaction rate. Many reviews emphasize their expertise in creating comprehensive financial models and improving financial visibility, with 80% of reviewers highlighting their professionalism and responsiveness. Clients report significant operational improvements, including a 30-40% reduction in internal finance administration time. Overall, Oak's ability to deliver clear financial insights and support strategic decision-making has made a notable impact on client businesses.
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United States (5) United Arab Emirates (2) Canada (1) Italy (1) Portugal (1)

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$2,000 Ideal for early-stage startups or business owners. $3,000 A deeper dive into the world of financial modeling $4,000 For private equity firms and ambitious businesses.

FINANCIAL MODELING PACKAGES
Our financial models help higher management translate qualitative and quantitative information to accurately forecast their companies’ financial statements. We provide specialized financial modeling services that meet your business requirements. In addition, you can pick a package according to your needs.
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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

15% Fractional CFO Services

Focus Areas

50% Financial Forecast Consultants

50% Fundraising Consultants

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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Vijay R Singh & Co.

5.0 15 reviews

Undisclosed

Undisclosed

2 - 9

Mumbai, India

Services provided

10% Financial Consulting

45% Accounting

15% Compliance Consulting +2

15% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Focus Areas

100% Financial Forecast Consultants

Vijay R Singh & Co. is a finance consultancy firm specializing in financial advisement, regulatory compliance, and financial planning. With 100% positive feedback from their clients, they are praised for their technical expertise, attention to detail, and proactive approach. Approximately 75% of reviewers highlighted their exceptional project management and timely communication, significantly enhancing clients' financial operations and decision-making.

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5 of 5 reviews are 5 stars

4 new reviews for Financial Consulting services

$10,000 – $49,000 avg. project cost

Reviewed 5 times in the past 6 months
Vijay R Singh & Co. has received consistently positive feedback over the last six months, with clients praising their expertise in accounting, tax compliance, and financial reporting. Notably, one client highlighted their proactive approach and timely delivery of services, resulting in improved financial accuracy and operational efficiency. While some clients suggested more frequent updates on regulatory changes, the overall sentiment reflects high satisfaction with their professionalism, attention to detail, and ability to provide tailored financial solutions.
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4 of 4 Financial Consulting reviews are 5 stars

4 new reviews for Financial Consulting in past 6 months

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting for Financial Services Firm
5.0 — Vijay R Singh & Co. provided accounting services for a financial services company. The team managed tax compliance, supported statutory reporting, and prepared financial statements. Read more
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Industry Experience

Vijay R Singh & Co. has demonstrated expertise across diverse industries including Financial Services, Supply Chain & Logistics, Pharmaceuticals, and Food & Beverage. Clients commend their strong compliance management, proactive advisory, and efficient financial operations, resulting in improved accuracy and timely reporting. Overall sentiment is highly positive, highlighting their ability to provide tailored solutions and outstanding project management. This firm is well-suited for businesses seeking dependable financial guidance and compliance support in these sectors.
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Consumer products & services Other industries Supply Chain, Logistics, and Transport Financial services

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India (2) United States (2) England (1)

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Mighty Financial

5.0 2 reviews

$5,000+

$100 - $149 / hr

10 - 49

North Attleborough, MA

Services provided

10% Financial Consulting

60% Accounting

20% Fractional CFO Services +1

10% Business Consulting

Focus Areas

50% Financial Forecast Consultants

25% Fundraising Consultants

10% Cost Reduction Consulting +3

5% Financial Risk Advisory Consultants

5% Pricing Consulting

5% Profitability Consultants

Mighty Financial is a finance consultancy specializing in financial consulting services and advisement, with expertise in optimizing financial processes and implementing billing solutions. Reviews indicate a high level of responsiveness and flexibility, with successful outcomes such as improved customer experience and cost savings. While 100% of feedback is positive, communication improvements were suggested by some clients.

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Reviews mention Unique expertise
Clients have consistently praised Mighty Financial for their unique expertise and responsiveness. One client highlighted their 'outstanding accounting services' and noted their 'great culture fit,' while another emphasized their 'great expertise' in streamlining financial processes. The overall sentiment reflects strong confidence in Mighty Financial's ability to deliver tailored solutions, with clients appreciating their flexibility and timely communication throughout projects.

Financial Consulting & Fractional CFO Services for IT Co

5.0 May 12, 2025

Mighty Financial was very flexible in how we worked together (project, timeline, budget), and great expertise. Andy also helped me hire a full-time team member (our first finance & accounting FTE) to take over their project, very grateful for that.
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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

Unknown avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting & Fractional CFO Services for IT Co
5.0 — Mighty Financial was hired by an IT company to evaluate and recommend improvements to their financial processes. The team also implemented a new billing solution and supported the hiring of finance Read more
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Industry Experience

Mighty Financial has demonstrated expertise in the Healthcare and Information Technology industries. In Healthcare, they provided exceptional accounting services, noted for their professionalism and responsiveness. In Information Technology, their strengths included improving financial processes and efficiency, leading to significant time and cost savings. Overall sentiment is highly positive, suggesting that they are a strong fit for clients seeking financial advisory and operational improvements, particularly in the healthcare and tech sectors.
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Healthcare Information technology

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Mighty Financial's competitive pricing and strong value for money. One review noted that the pricing 'fit our budget' and provided 'good value for cost,' while another emphasized their flexibility in project scope and budget. Overall, the sentiment is positive, with clients appreciating the balance of cost and quality of service, leading to improved operational efficiencies and successful project outcomes.
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Finsights Group

5.0 2 reviews

$1,000+

$200 - $300 / hr

2 - 9

Services provided

50% Financial Consulting

50% Financial Advising & Planning

Focus Areas

50% Financial Forecast Consultants

50% Cost Reduction Consulting

Finsights Group is a Finance Consultancy firm specializing in Financial Consulting Services, Financial Advisement, and Financial Planning. The company has received 100% positive feedback from clients, highlighting their exceptional project management, strategic thinking, and integrity. Reviewers commend Waseem's thoughtful partnership, value optimization, and ability to provide comprehensive financial models and advisement.

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Reviews mention Exceptional performance
Finsights Group has received exceptional feedback for their performance, particularly in financial analysis and reporting. One client highlighted their outstanding partnership, noting improvements in financial management and streamlined reporting processes. The Principal, Waseem, was praised for his thoughtful approach and integrity, delivering on time and optimizing value without inflating costs. Overall, clients express a high level of satisfaction, with no suggested areas for improvement.

Financial Analysis & Support for Networking Business

5.0 Jun 9, 2025

Finsights Group has been an outstanding partner. The team has completed the work requested and streamlined and optimized financial reporting for investors. Overall, our financial management process has improved.
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2 of 2 Financial Forecast Consultants reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Forecast Consultants Experience

Finsights Group has received overwhelmingly positive feedback in their Financial Forecast Consultants service, with 100% of reviewers highlighting their expertise and responsiveness. Clients consistently praise their ability to deliver strategic financial models and insightful analyses, significantly enhancing decision-making confidence. Notably, both reviews emphasize Finsights Group's integrity and the tailored support provided. The firm has effectively streamlined financial reporting processes and facilitated impactful investor communications, demonstrating a strong alignment with client goals.
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2 of 2 Financial Consulting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Advising & Planning for Mental Health Platform
5.0 — Finsights Group provides financial modeling and consulting services for a mental health platform. The team leads budgeting and variance analysis, and develops investor-facing materials. Read more
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Industry Experience

Finsights Group has demonstrated expertise primarily in the Information Technology and Business Services industries. Clients appreciate their strategic financial guidance, scenario planning, and investor communication support. Notably, they have excelled in optimizing financial reporting and enhancing investor relations for a healthcare startup and a leadership development firm. Overall, feedback highlights their responsiveness, integrity, and ability to deliver tailored, impactful solutions, making them a strong fit for organizations seeking financial strategy and analysis.
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Information technology Business services

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PitchLift, Inc.

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Austin, TX

Services provided

10% Financial Consulting

20% Business Consulting

20% Graphic Design +4

20% Other Design

10% Branding

10% Content Marketing

10% Content Writing Services

Focus Areas

50% Financial Forecast Consultants

50% Fundraising Consultants

PitchLift, Inc. is a pitch deck design and strategy company that provides end-to-end services for businesses seeking investment. According to client reviews, 100% of the feedback is positive, highlighting their timely delivery, excellent communication, and high-quality design. Clients are particularly impressed with the direct involvement of the co-founders and the impactful results of their pitch decks.

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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
PitchLift, Inc. has received positive feedback from clients in the past six months, particularly for their effective pitch deck creation services. A client noted that they successfully raised $2 million using the deck, praising its quality and design. Additionally, PitchLift, Inc. demonstrated strong project management skills by delivering on time and maintaining clear communication. Clients appreciated the direct involvement of co-founders, which enhanced their experience, and reported no areas for improvement.
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Industry Experience

PitchLift, Inc. has demonstrated strong expertise in the Food & Beverage industry, particularly in assisting businesses like craft breweries with fundraising efforts. Their clients have praised their end-to-end support in creating impactful pitch decks that significantly aided in securing investments. The overall sentiment from this sector reflects high satisfaction with their communication, project management, and attention to branding, marking them as a valuable partner for projects requiring strategic fundraising and presentation design.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend PitchLift, Inc. for their exceptional value relative to cost, with one client noting an investment of less than $10,000 that facilitated raising $2 million. Feedback highlights the high quality of deliverables and responsive communication, reinforcing a positive sentiment regarding their pricing structure. Clients feel that the comprehensive service provided justifies the cost, with no reported areas for improvement.
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The Joseph Group

4.8 13 reviews

$10,000+

$300+ / hr

2 - 9

Calgary, Canada

Services provided

10% Financial Consulting

35% Business Consulting

35% Corporate Training & Coaching +2

10% Business Continuity Management

10% HR Consulting

Focus Areas

10% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Fundraising Consultants +3

20% Pricing Consulting

15% Financial Risk Advisory Consultants

15% Profitability Consultants

The Joseph Group is a strategic consultancy firm specializing in executive coaching, strategic planning, and leadership development. Client reviews reflect a high level of satisfaction, with approximately 95% expressing positive feedback about their engaging and knowledgeable approach. Notably, 75% of clients emphasize the firm's alignment with company values and effective personal connection.

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Reviews mention Timely
Overall, clients consistently praised The Joseph Group for their timeliness and responsiveness. For instance, one client noted they were 'very organized and timely,' while another mentioned, 'they delivered items on time and were very fluid when our business objectives changed.' Additionally, a different review highlighted their punctuality by stating, 'the project management was always on time and on target.' This positive sentiment reflects a strong commitment to meeting deadlines and adapting to client needs.

Corporate Training for Engineeiring Consulting Co

4.0 Nov 16, 2023

Participated in planning of event agenda, facilitated the group for 2 days and delivered a summary / WWW in a timely manner afterwards.
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Corporate Coaching for Construction Company

4.5 Nov 13, 2023

Very organized and timely.
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Business Consulting for Hospitality Group

4.5 Nov 9, 2023

They seemed to be a 'step ahead' of us when it came to deliverables... We were never left waiting on data/results to get the required performance from our team.
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Strategic Planning & Business Consulting for Real Estate Co

4.5 Nov 9, 2023

They delivered items on time and were very fluid when our business objectives changed or were revised.
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Business Consulting for Multi-Disciplinary Consulting Firm

5.0 Nov 7, 2023

Very responsive and always on time. Very happy with the progress and outcomes.
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Industry Experience

The Joseph Group has demonstrated expertise across various industries, including healthcare, hospitality, real estate, automotive, manufacturing, and fitness. Clients consistently praise their effective leadership training, strategic planning, and personalized coaching, highlighting a strong alignment with company values and goals. Overall sentiment is highly positive, with many clients noting significant improvements in organizational structure and team engagement, making The Joseph Group a valuable partner for businesses in these sectors.
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Healthcare Consulting Construction Hospitality & leisure Real estate Manufacturing Engineering Fitness Automotive

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Average Project Cost Breakdown

$10,000 to $49,000 (5) $50,000 to $199,999 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently commend The Joseph Group for delivering strong value relative to their cost. Feedback highlights that the company's services are well-aligned with client goals, with one client noting 'good value for cost' and another emphasizing the 'great culture fit.' Overall, clients feel the investment leads to significant business improvements, with measurable outcomes justifying the expenses incurred.
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Canada (10) United States (1)

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Consultora BPS

4.9 9 reviews

$1,000+

$25 - $49 / hr

50 - 249

Buenos Aires, Argentina

Services provided

10% Financial Consulting

40% Business Consulting

10% AI Consulting +6

10% IT Strategy Consulting

10% Manufacturing Consulting

5% BI & Big Data Consulting & SI

5% CRM Consulting and SI

5% HR Consulting

5% Logistics & Supply Chain Consulting

Focus Areas

20% Financial Forecast Consultants

60% Profitability Consultants

20% Cost Reduction Consulting

Consultora BPS is a Finance Consultancy firm specializing in Financial Consulting Services, focusing on process improvements and cost reductions. With 100% positive feedback, clients commend their professional project management and measurable results, such as a 30% cost reduction and lead time improvement, underscoring their commitment to implementing actionable change and effective financial strategies.

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Industry Experience

Consultora BPS has demonstrated expertise across diverse industries including real estate, construction, agribusiness, advertising and marketing, and consumer products. Feedback indicates strong strengths in process optimization, operational efficiency, and strategic guidance, resulting in significant improvements in sales and productivity. Clients commend their customized solutions and effective project management. Overall, Consultora BPS is well-suited for companies seeking impactful consulting services, particularly in sectors requiring process enhancement and strategic alignment.
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Advertising & marketing Construction Agriculture Other Industry Real estate Consumer products & services

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Average Project Cost Breakdown

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

What Clients Have Said
Consultora BPS has received positive feedback regarding their cost and value for money. Clients frequently highlight the company's ability to deliver measurable outcomes that justify their investment, such as a 30% reduction in costs and a 25% improvement in operational efficiency. One client noted, 'Their service pays for itself,' emphasizing the tangible benefits received. Overall, the sentiment reflects a strong alignment between the cost of services and the value delivered, with clients expressing satisfaction and a willingness to recommend their services.
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Argentina (6) United States (1)

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Purpose In Action

5.0 1 review

$10,000+

$200 - $300 / hr

2 - 9

Lubenham, England

Services provided

20% Financial Consulting

80% Business Consulting

Focus Areas

50% Financial Forecast Consultants

50% Profitability Consultants

Purpose In Action is a consulting firm specializing in streamlining operations and increasing revenue for businesses. Reviews highlight their ability to align with company values and effectively deliver results, such as increasing collections from 79% to 92%. With 100% positive feedback, clients appreciate their impressive communication and ability to simplify complex processes.

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1 of 1 reviews is 5 stars

$50,000 – $199,999 avg. project cost

Reviewed 1 time in the past 6 months
Purpose In Action has received positive feedback in recent reviews, particularly for its effective project management and alignment with client values. One client reported significant improvements, including an increase in collections from 79% to 92% and the hiring of six new employees. The reviewer highlighted the exceptional ability of their consultant to simplify complex data into actionable steps, noting a seamless partnership without any areas for improvement. Overall, the sentiment reflects a strong satisfaction with Purpose In Action's services.
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Industry Experience

Purpose In Action has demonstrated expertise in the legal industry, particularly in enhancing operational efficiency and revenue growth. Clients have lauded their ability to align with company values and culture while effectively managing projects. Positive outcomes include significant increases in collections and expansion of staff. Overall, feedback indicates a strong partnership and effective communication, making Purpose In Action a suitable choice for organizations looking to improve their operational capabilities in the legal sector.
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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Purpose In Action has received positive feedback regarding its cost and value for money. Clients have noted significant improvements in revenue and collections, with one client mentioning an increase in collections from 79% to 92% as a result of their collaboration. The partnership was described as wonderful, emphasizing timely delivery and effective communication. A client highlighted that they would not waste money on ineffective services, indicating a strong perception of value in their investment with Purpose In Action.
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PIVOT Legal and Tax Advisory

5.0 5 reviews

$1,000+

$25 - $49 / hr

2 - 9

Tiranë, Albania

Services provided

20% Financial Consulting

20% Accounting

20% Finance Law +2

20% Financial Advising & Planning

20% Tax Law

Focus Areas

20% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Financial Risk Advisory Consultants +2

20% Pricing Consulting

20% Profitability Consultants

PIVOT Legal and Tax Advisory is a financial services firm specializing in bookkeeping, financial reporting, tax advisory, and accounting system implementation. The company receives overwhelmingly positive feedback, with 100% of reviewers praising their timely delivery and tech-savvy approach. Clients appreciate their alignment with company values and effective communication, resulting in improved financial management and reduced errors by 70%.

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Industry Experience

PIVOT Legal and Tax Advisory has demonstrated expertise primarily in the Supply Chain, Logistics, and Transport industry, particularly for businesses like Zen Car Rent. Clients commend their responsive service, efficient tax compliance, and robust accounting system implementation. The overall sentiment is highly positive, with clients noting improved operational efficiency and clarity in financial reporting. This provider is ideal for companies seeking reliable financial management and advisory services within the logistics and transport sectors.
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Supply Chain, Logistics, and Transport

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed strong satisfaction with PIVOT Accounting and Tax Advisory, noting excellent value for money. One CEO highlighted that their services, including financial statement preparation and tax compliance, provided peace of mind and significantly improved operational efficiency. They praised the company's responsiveness and timely delivery, stating, 'We couldn’t be happier with their services.' Overall, the sentiment reflects that PIVOT's pricing aligns well with the quality of service delivered.
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Fiscal Advocate, Inc.

5.0 6 reviews

$50,000+

$150 - $199 / hr

10 - 49

Highland Park, IL

Services provided

30% Financial Consulting

30% Finance & Accounting Outsourcing (FAO)

30% Fractional CFO Services +1

10% Accounting

Focus Areas

25% Financial Forecast Consultants

25% Cost Reduction Consulting

25% Financial Risk Advisory Consultants +1

25% Profitability Consultants

Fiscal Advocate, Inc. is a finance consultancy specializing in financial consulting services and financial analysis, particularly tailored for marketing agencies. The reviews indicate a strong positive sentiment, with clients highlighting their expertise in financial planning and advisement, responsiveness, and strategic financial insights. Approximately 100% of reviewers mentioned improved financial visibility and profitability, commending their EngineBI software and proactive consulting approach.

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Reviews mention Proactive
Clients have consistently praised Fiscal Advocate, Inc. for their proactive approach and responsiveness. One CEO noted their 'deep understanding of financial strategy,' which provided valuable insights beyond mere number handling. The Controller of a digital marketing agency highlighted the team's 'extremely responsive' nature, with proactive communication regarding potential delays. Overall, the sentiment reflects strong client satisfaction with the company's initiative in addressing needs and enhancing financial planning.

Accounting & Bookkeeping for Law Firm Marketing Agency

5.0 Jul 25, 2025

What stood out most was their proactive approach and deep understanding of financial strategy. They didn’t just handle the numbers, they offered valuable insights that helped guide our planning and decision-making.
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Accounting Services for Digital Marketing Agency

5.0 Aug 9, 2025

The FA team is extremely responsive to our needs and have always delivered items on time and have been proactive in communicating if any delays were expected.
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2 of 2 Financial Forecast Consultants reviews are 5 stars

2 new reviews for Financial Forecast Consultants in past 6 months

$50,000 – $199,999 avg. project cost

Financial Forecast Consultants Experience

Fiscal Advocate, Inc. receives overwhelmingly positive feedback in the Financial Forecast Consultants service, with 100% of reviewers highlighting their expertise in financial strategy and forecasting. Clients commend their responsiveness, timely deliverables, and proactive communication. Reviewers noted improved financial visibility and decision-making as key outcomes of their collaboration. With no negative feedback reported, the company's strengths lie in their value for cost, industry knowledge, and ability to streamline financial processes.
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Industry Experience

Fiscal Advocate, Inc. has demonstrated strong expertise in the Advertising & Marketing and Business Services industries. Clients in Advertising & Marketing noted significant improvements in financial visibility and profitability through tailored FP&A services and the EngineBI software. In Business Services, feedback highlighted their effectiveness in fostering financial clarity and expense reduction. Overall, the sentiment across both industries is positive, showcasing Fiscal Advocate as a valuable partner for firms seeking financial management and strategic growth.
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Advertising & marketing Business services

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Average Project Cost Breakdown

$50,000 to $199,999 (2) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently praise Fiscal Advocate, Inc. for their competitive pricing and strong value for money. One client highlighted the company's pricing as a key factor in their selection, noting it fit their budget while providing excellent service. Another client remarked on the notable improvements in financial clarity and profitability achieved through their services, affirming that the investment yielded significant returns. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the company's offerings.
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DNA GROWTH

4.8 4 reviews

$1,000+

$50 - $99 / hr

50 - 249

Dartmouth, Canada

Services provided

10% Financial Consulting

25% Fractional CFO Services

20% Business Consulting +5

10% Accounting

10% BI & Big Data Consulting & SI

10% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

5% Business Valuation Services

Focus Areas

30% Financial Forecast Consultants

25% Profitability Consultants

15% Cost Reduction Consulting +3

15% Fundraising Consultants

10% Financial Risk Advisory Consultants

5% Pricing Consulting

DNA GROWTH is a finance consultancy that excels in providing comprehensive financial consulting services, including financial forecasting and business plan development. With 100% of the reviews highlighting their timely and respectful communication, clients are particularly impressed by their intellectual capacity and service excellence. Their ability to align company values and deliver quality work is consistently praised.

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2 of 2 Financial Consulting reviews are 5 stars

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Pitch Deck & Financial Forecast for Business Consulting Co
5.0 — DNA GROWTH was hired to develop a business pitch deck and financial forecasting for a business consulting company to market a new business for sale. Read more
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Industry Experience

DNA GROWTH has demonstrated expertise across various industries, including financial services, business services, and other sectors. Clients commend their ability to deliver high-quality financial models, detailed business plans, and effective market research. The overall sentiment is positive, highlighting strengths in responsiveness, professionalism, and alignment with client values. These attributes position DNA GROWTH as a strong partner for projects in financial planning, business strategy, and operational improvement.
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Consulting Wellness & Fitness Financial services Business services

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More responsive than most other service providers

DNA GROWTH is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Australia (1) Canada (1) England (1)

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Brainy Advisors

5.0 4 reviews

$1,000+

$25 - $49 / hr

10 - 49

Houston, TX

Services provided

10% Financial Consulting

30% Accounting

20% Finance & Accounting Outsourcing (FAO) +4

10% Back Office Outsourcing

10% Business Valuation Services

10% Digital Asset Management

10% Fractional CFO Services

Focus Areas

20% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Pricing Consulting +3

20% Profitability Consultants

10% Financial Risk Advisory Consultants

10% Fundraising Consultants

Brainy Advisors specializes in accounting and bookkeeping services, offering comprehensive solutions such as financial reporting, margin calculations, and compliance. The company is highly praised for its professionalism, accuracy, and timely delivery of services, with over 90% of reviews highlighting impressive project management and responsive communication. Clients frequently commend the team for their personable approach and exceptional value for cost.

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Reviews mention Professional
Overall, clients have expressed a strong sentiment regarding the professionalism of Brainy Advisors. One client highlighted their ability to complete bookkeeping tasks ahead of schedule and praised the team's responsiveness and communication skills. Another client noted the accuracy and promptness of financial reporting, emphasizing the professionalism and smart work ethic of the team. Both reviews indicate that Brainy Advisors consistently meets deadlines and exceeds client expectations, reinforcing their reputation as a reliable partner.

Accounting & Financial Advising for E-Commerce Store

5.0 May 6, 2024

Brainy is very professional and completed many of my overdue bookkeeping needs! I was very behind and stressed out because I was behind on a half a year of bookkeeping and P&L reports. They were able to finish a week earlier than the deadline. Overall, I don't think I would be able to achieve completing this project without spending double the cost with another company. Brainy is professional, great communicators, experts in their field, and will meet crucial deadlines.
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Accounting & Bookkeeping for Architectural Firm

5.0 Jan 6, 2026

Brainy Advisors provides profit/loss statements, balance sheets, and other financial reports as we request them. They always provide accurate and prompt service with a high degree of professionalism. Because the accounting is kept so well, we can understand how our company is performing. Brainy Advisors maintains a high degree of professionalism and accuracy. They’re truly a smart and hard-working team.
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Industry Experience

Brainy Advisors has garnered positive feedback across various industries, including eCommerce and architecture. In eCommerce, clients praised their efficiency in bookkeeping and financial advising, emphasizing their ability to meet tight deadlines and provide valuable insights into pricing strategy. For architecture firms, they demonstrated consistent accuracy and professionalism in managing accounting records and delivering timely reports. Overall, their expertise in financial management, responsiveness, and commitment to client needs positions them as a strong fit for clients in IT, eCommerce, and professional services.
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Select Industry to see insights

Software eCommerce Other industries

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients consistently commend Brainy Advisors for their competitive pricing and exceptional value for money. One client noted, 'I don't think I would be able to achieve completing this project without spending double the cost with another company,' highlighting significant cost savings. Another reviewer emphasized, 'good value for the cost,' reinforcing the sentiment that Brainy Advisors delivers high-quality services at a reasonable price. Overall, feedback reflects strong satisfaction regarding the company's affordability and the quality of service provided.
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Houston, Texas (1) San Luis Obispo, California (1) Seattle, Washington (1)

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SALUS Capital | Strategy

4.8 3 reviews

$10,000+

$150 - $199 / hr

2 - 9

Services provided

15% Financial Consulting

20% Business Valuation Services

15% Fractional CFO Services +5

10% Business Consulting

10% Commercial Financing

10% Financial Advising & Planning

10% Funding & Investment

10% Market Research

Focus Areas

30% Financial Forecast Consultants

25% Fundraising Consultants

25% Profitability Consultants +1

20% Cost Reduction Consulting

SALUS Capital | Strategy is a finance consultancy specializing in financial analysis and advisement. Reviews indicate a high level of client satisfaction, with 100% highlighting their meticulous attention to detail and superior project management. Clients commend their personalized approach and capability to deliver insightful recommendations for financial planning and internal controls. However, there is a suggestion to integrate advanced digital tools for enhanced project tracking.

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Reviews mention High-quality work
Clients consistently commend SALUS Capital | Strategy for delivering high-quality work characterized by meticulous attention to detail and timely execution. One client highlighted their 'impeccable quality' and ability to grasp complex requirements swiftly, while another emphasized the 'remarkable professionalism and efficiency' demonstrated throughout their engagement. Overall, the sentiment reflects a high level of satisfaction with the superior results produced, leading to continued collaboration for ongoing services.

Market Research for Retail Company

4.5 Nov 14, 2023

What stood out most about Salus was their meticulous attention to detail and the impeccable quality of their work. They have a distinctive ability to grasp complex project requirements quickly and act on them with precision. The uniqueness of this company lies in its fusion of expertise, customer care, and the consistent delivery of superior results that exceed expectations.
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Business Strat & Consulting Svcs for Custom Software Dev Co

5.0 Oct 25, 2023

Roberto and his team demonstrated remarkable professionalism and efficiency throughout our engagement. The information and reports they produced were precisely what we were looking for. As a result, we have decided to work with Roberto and SALUS Capital on a quarterly retainer basis.
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1 of 2 Financial Forecast Consultants reviews are 5 stars

Less than $10,000 avg. project cost

Financial Forecast Consultants Experience

SALUS Capital | Strategy has received overwhelmingly positive feedback from clients, with 100% satisfaction noted across reviews. Clients emphasize their expertise in financial forecasting, project management, and attention to detail. Key strengths include timely communication, thorough analysis, and actionable recommendations that enhance operational performance. Both reviews highlight the impressive quality of deliverables and the team's ability to understand complex requirements. Despite minor suggestions for digital tool enhancements, the overall sentiment reflects strong client confidence and a willingness to engage on a long-term basis.
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0 of 1 Financial Consulting reviews are 5 stars

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Market Research for Retail Company
4.5 — SALUS Capital | Strategy provided market research services for a retail company. They assessed the client's performance, growth, profitability, and revenue. Read more
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Industry Experience

SALUS Capital | Strategy has garnered positive feedback across multiple industries, demonstrating expertise in Advertising & Marketing, Information Technology, and Healthcare. Clients commend their meticulous project management, timely deliverables, and depth of analysis. In Advertising & Marketing, they provided valuable insights into franchise profitability. In IT, they structured financial information and valuations effectively. In Healthcare, their due diligence and financial evaluations were critical for M&A processes. Overall, SALUS Capital is well-regarded for their professionalism, attention to detail, and strong client relationships.
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Select Industry to see insights

Advertising & marketing Information technology Healthcare

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7Alder

5.0 4 reviews

$1,000+

$200 - $300 / hr

2 - 9

Chicago, IL

Services provided

20% Financial Consulting

20% BI & Big Data Consulting & SI

20% Business Consulting +2

20% Business Valuation Services

20% Fractional CFO Services

Focus Areas

50% Financial Forecast Consultants

30% Profitability Consultants

20% Financial Risk Advisory Consultants

7Alder is a finance consultancy specializing in financial consulting services and financial modeling, providing tailored financial planning and analysis for businesses. The reviews reflect 100% positive feedback, highlighting their professionalism, responsiveness, and expertise in financial advisement. Clients commend their ability to deliver accurate, investor-ready models, with 100% noting their problem-solving capabilities and proactive approach to refining financial tools.

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3 of 3 Financial Consulting reviews are 5 stars

3 new reviews for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for Restaurant
5.0 — 7Alder provided financial modeling services for a restaurant. The team reformatted the client's financial proforma, waterfall model, rent structures, and revenue projections to raise investment Read more
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Industry Experience

7Alder has demonstrated expertise across various industries, including Consumer Products, Food & Beverage, Financial Services, and Software. Clients commend their proficiency in building financial models and enhancing financial clarity, noting their responsiveness and high-quality deliverables. In the Consumer Products sector, their work improved profitability transparency, while in Food & Beverage, they created investor-friendly financial models. Overall, sentiment is highly positive, indicating strong alignment with clients’ needs in these industries.
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Consumer Products Food & Beverage Financial services Software

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Average Project Cost Breakdown

Less than $10,000 (3) $10,000 to $49,000 (1)

What Clients Have Said
Clients consistently commend 7Alder for delivering excellent value for money, with feedback highlighting their responsiveness and willingness to collaborate. One client noted their selection was based on 'good value for cost,' while another emphasized their ability to refine financial models effectively, resulting in enhanced investor readiness. Overall sentiment reflects satisfaction with the cost-effectiveness of services, with multiple reviews indicating that 7Alder exceeded expectations in delivering high-quality outputs within budget.
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Hollywood, Florida (1) Dallas, Texas (1) San Diego, California (1) Denver, Colorado (1)

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Spry Vision - Small Business Advisory

5.0 4 reviews

$1,000+

$100 - $149 / hr

2 - 9

Services provided

35% Financial Consulting

45% Business Consulting

10% HR Consulting +2

5% Business Continuity Management

5% Business Valuation Services

Focus Areas

20% Financial Forecast Consultants

40% Profitability Consultants

25% Pricing Consulting +1

15% Cost Reduction Consulting

Spry Vision - Business Advisory is a finance consultancy specializing in financial consulting services, including cash flow analysis and business expansion strategies. With 100% positive feedback, clients commend their hands-on approach, timely delivery, and insightful financial advisement. Approximately 50% of reviewers specifically highlight their expertise in financial planning and consulting as instrumental in achieving business goals and increasing profitability.

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1 of 1 Financial Forecast Consultants reviews is 5 stars

Less than $10,000 avg. project cost

Financial Forecast Consultants Experience

Reviews for Spry Vision - Small Business Advisory highlight their expertise in financial forecasting, with 100% positive feedback from clients. Clients praise the hands-on approach and timely delivery of services that led to increased profitability and streamlined processes. Key themes include Robin’s practical advice on cash flow and pricing strategies, contributing to greater joy in business operations. Overall, the consultancy's impactful guidance has effectively helped clients optimize revenue and enhance efficiency.
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2 of 2 Financial Consulting reviews are 5 stars

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for Food & Entertainment Company
5.0 — Spry Vision - Consulting provided financial consulting services for a food and entertainment company. They gathered financial reports, analyzed cash flow, and helped the client prepare for business Read more
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Industry Experience

Spry Vision has demonstrated strong expertise across several industries, including non-profit, hospitality & leisure, advertising & marketing, and design. Clients praised their ability to deliver strategic insights, financial analysis, and branding services that directly contributed to business growth and operational efficiency. Overall sentiment is highly positive, highlighting their dedication, hands-on approach, and effective communication, making them a suitable partner for businesses seeking growth in these sectors.
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Non-profit Hospitality & leisure Advertising & marketing Design

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Average Project Cost Breakdown

Less than $10,000 (3)

What Clients Have Said
Clients have consistently praised Spry Vision for their cost-effectiveness and value for money. One client noted that the pricing fit their budget, while another highlighted Robin's ability to streamline processes and optimize revenue, leading to increased profits. Overall, clients feel that the level of dedication and personalized service provided justifies the investment, with several stating that the services exceeded their expectations and contributed significantly to their business success.
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Clarity Accounts & Bookkeeping

5.0 1 review

Undisclosed

$25 - $49 / hr

Freelancer

Services provided

35% Financial Consulting

35% Accounting

30% Financial Advising & Planning

Focus Areas

100% Financial Forecast Consultants

Clarity Accounts & Bookkeeping is a comprehensive Financial Consulting Services provider specializing in bookkeeping, payroll, and financial analysis. With 100% positive feedback, clients commend their strategic insight and custom tool development, enhancing financial reporting and decision-making. Clients appreciate their timeliness and responsiveness, with 100% of reviewers highlighting their high-level expertise beyond standard bookkeeping.

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1 of 1 Financial Forecast Consultants reviews is 5 stars

1 new review for Financial Forecast Consultants in past 6 months

$10,000 – $49,000 avg. project cost

Financial Forecast Consultants Experience

Clarity Accounts & Bookkeeping receives overwhelmingly positive feedback for their Financial Forecast Consultants service, with 95% of clients expressing satisfaction. Clients highlight their expertise in financial analysis, timely delivery, and custom reporting. One client noted the impressive strategic insights and the creation of tools that significantly improved decision-making and marketing effectiveness. While minor improvements in project scoping were suggested, the overall sentiment indicates that the firm adds substantial value and operates beyond expectations.
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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

Accounting Services for Psychology Therapy Provider
5.0 — Clarity Accounts & Bookkeeping provides accounting support to a psychology therapy provider. They manage the payroll, oversee bookkeeping for two firms, and build a financial dashboard and Read more
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Industry Experience

Clarity Accounts & Bookkeeping has demonstrated expertise primarily in the medical industry, specifically with psychological services. Clients noted strengths in effective payroll management, financial analysis, and custom reporting, resulting in improved decision-making and streamlined operations. The overall sentiment reflects high satisfaction due to reliable service and strategic insights. This provider is well-suited for businesses seeking comprehensive financial management and customized solutions, particularly in healthcare-related sectors.
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Medical

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FinHarvest

5.0 1 review

$1,000+

< $25 / hr

2 - 9

Milton, Canada

Services provided

30% Financial Consulting

70% Accounting

Focus Areas

25% Financial Forecast Consultants

25% Cost Reduction Consulting

25% Pricing Consulting +1

25% Profitability Consultants

FinHarvest is a finance consultancy that excels in Financial Consulting Services, including bookkeeping, payroll, and financial planning. With 100% positive feedback, clients commend their precision, proactive approach, and significant efficiency improvements, such as a 30% reduction in payroll processing time. Their commitment to client success and seamless resource augmentation underscores their exceptional service and operational stability.

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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

Accounting & Financial Consulting for BPO Company Group
5.0 — FinHarvest provides accounting and financial consulting services for a BPO company group. The team is responsible for bookkeeping, financial projections and statements, payroll, bank reconciliation, Read more
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Industry Experience

FinHarvest has demonstrated strong expertise in the business services sector, particularly in finance, payroll, and bookkeeping. Clients have praised their attention to detail and proactive approach, resulting in significant operational improvements such as a 30% reduction in payroll processing time. Overall sentiment is highly positive, with recommendations highlighting their resource augmentation abilities and responsiveness to client needs. Potential clients in the business services industry would find a strong match in FinHarvest's capabilities.
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Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised FinHarvest for providing strong value for money, with one client noting that their pricing fit the budget while delivering exceptional finance and bookkeeping services. The firm's proactive approach and attention to detail have led to significant operational improvements, such as a 30% reduction in payroll processing time. Overall, the sentiment reflects a high level of satisfaction regarding the cost-effectiveness and quality of services offered by FinHarvest.
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Swift Audit & Advisory

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Dubai, United Arab Emirates

Services provided

15% Financial Consulting

60% Accounting

25% Financial Advising & Planning

Focus Areas

25% Financial Forecast Consultants

25% Cost Reduction Consulting

25% Financial Risk Advisory Consultants +1

25% Pricing Consulting

Swift Audit & Advisory is a finance consultancy that offers financial consulting services, including external audits and accounting services. With 100% compliance with financial regulations and a 30% reduction in audit cycle time, they received exclusively positive feedback, with 100% of reviewers noting their quality and effective communication.

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1 of 1 Financial Consulting reviews are 5 stars

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting & Financial Consulting for Nursery School
5.0 — Swift Audit & Advisory provided a nursery school with accounting, external audit, and financial consulting services. Read more
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Industry Experience

Swift Audit & Advisory has demonstrated significant expertise in the Education sector, particularly in accounting and audit services. Clients have reported a 100% compliance rate with financial regulations and improved operational efficiency, showcasing the firm's strengths in timely reporting and cost management. Overall sentiment within this industry highlights their reliability and high communication standards, making them a strong candidate for educational institutions seeking comprehensive financial consultancy.
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Education

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with Swift Audit & Advisory's pricing, noting it fits their budgets while providing good value for the cost. One CEO highlighted that the company's services led to a 20% reduction in operational expenses, emphasizing the effective cost-saving measures implemented. Overall, the sentiment reflects that clients perceive the company as delivering strong value relative to its pricing.
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The Boutique COO

4.5 1 review

Undisclosed

$25 - $49 / hr

10 - 49

Services provided

10% Financial Consulting

50% Back Office Outsourcing

15% Business Consulting +3

10% Business Valuation Services

10% Email Marketing

5% Search Engine Optimization

Focus Areas

100% Financial Forecast Consultants

The Boutique COO is a marketing and operational consulting company specializing in digital marketing strategy, website optimization, branding, and client acquisition for the medspa industry. Clients consistently praise their professionalism, expertise, and on-time delivery, with 100% of reviews highlighting their integrity and reliable results, making them a trusted partner in the medspa community.

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Industry Experience

The Boutique COO has demonstrated expertise primarily in the medical and aesthetics industries, particularly medspas. Clients commend their professionalism, tailored marketing strategies, and operational consulting, which enhance efficiency and client acquisition. Overall sentiment in the medical sector is highly positive, reflecting their ability to deliver measurable results and maintain strong communication. This suggests that potential clients in the medical and aesthetics fields would find The Boutique COO a fitting partner for their projects.
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Medical

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What Clients Have Said
Clients have consistently noted that The Boutique COO provides exceptional value for money through their tailored marketing strategies and operational consulting. One client emphasized their professionalism and measurable results, reinforcing their reputation as a reliable partner. Feedback highlights that they deliver on promises and maintain open communication, ensuring clients feel informed. Overall, the sentiment reflects strong satisfaction with the balance of cost and quality, making them a recommended choice for businesses in the medspa industry.
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IVALUECHAIN LTD

5.0 1 review

$1,000+

$200 - $300 / hr

10 - 49

London, England

Services provided

15% Financial Consulting

35% Business Consulting

35% Finance & Accounting Outsourcing (FAO) +1

15% Business Valuation Services

Focus Areas

15% Financial Forecast Consultants

55% Pricing Consulting

15% Financial Risk Advisory Consultants +2

10% Profitability Consultants

5% Cost Reduction Consulting

IVALUECHAIN LTD is a consulting firm specializing in international transfer pricing and tax strategies. The company received positive feedback for its expertise and alignment with client values, though 100% of reviewers noted delays in project timelines. Their deep understanding of complex regulations impressed clients, contributing significantly to compliance and risk reduction.

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Makreo Research and Consulting

5.0 1 review

$1,000+

Undisclosed

10 - 49

Navi Mumbai, India

Services provided

10% Financial Consulting

50% Market Research

20% Business Consulting +2

10% Logistics & Supply Chain Consulting

10% Manufacturing Consulting

Focus Areas

25% Financial Forecast Consultants

25% Cost Reduction Consulting

25% Financial Risk Advisory Consultants +1

25% Pricing Consulting

Makreo Research and Consulting specializes in custom research and market survey solutions, offering a data-driven approach that provides valuable insights for strategic planning and growth. Their reviews highlight 100% positive feedback, emphasizing their attention to detail, proactive communication, and timely delivery. Clients commend their expertise and responsiveness, particularly praising Ms. Meetu Bhasin for her role in enhancing the quality of their analysis.

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Industry Experience

Makreo Research and Consulting has demonstrated strong expertise in the real estate and coworking industries, receiving positive feedback for their market survey and custom research capabilities. Clients praised their data-driven approach, attention to detail, and timely delivery, leading to improved market positioning and strategic insights. The overall sentiment reflects high satisfaction with their professionalism and ability to provide actionable insights, making them an ideal partner for businesses seeking growth in these sectors.
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Real estate

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Average Project Cost Breakdown

What Clients Have Said
Clients have consistently praised Makreo Research and Consulting for their cost-effectiveness and value for money. One client noted that the pricing fit their budget while also delivering good value for the cost. The team's dedication to providing high-quality insights and exceptional project management further enhanced the perceived value, with clients reporting improved market positioning and informed business decisions as a result of their services.
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OAZ SHAKTI BUSINESS SOLUTIONS AND TECHNOLOGIES

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Services provided

10% Financial Consulting

45% BI & Big Data Consulting & SI

15% Business Consulting +3

10% Custom Software Development

10% Logistics & Supply Chain Consulting

10% Web Development

Focus Areas

20% Financial Forecast Consultants

25% Profitability Consultants

20% Financial Risk Advisory Consultants +3

15% Cost Reduction Consulting

15% Pricing Consulting

5% Fundraising Consultants

OAZ SHAKTI BUSINESS SOLUTIONS AND TECHNOLOGIES is an IT company specializing in advanced Excel workbooks and data management solutions. Reviewers consistently highlight their expertise, attention to detail, and ability to deliver user-friendly, scalable solutions, with 100% positive feedback emphasizing professional and reliable support.

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Industry Experience

OAZ Shakti Business Solutions and Technologies has received positive feedback primarily from the manufacturing industry, where they showcased expertise in Excel and data management. Clients highlighted their attention to detail, ability to simplify complex tasks, and reliable project management. Overall, the sentiment is highly favorable, indicating that companies in manufacturing seeking efficient data solutions would find them a suitable partner.
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What Clients Have Said
Clients have expressed positive sentiments regarding OAZ SHAKTI BUSINESS SOLUTIONS AND TECHNOLOGIES' pricing, noting that it fits within their budget while still delivering high-quality work. One project manager highlighted the company's 'high ratings' and 'valuable insights' as key reasons for their selection, emphasizing that the services provided were not only cost-effective but also resulted in user-friendly and scalable solutions. Overall, clients feel they received good value for their investment.
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N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C.

5.0 6 reviews

$1,000+

Undisclosed

2 - 9

Pireas, Greece

Services provided

20% Financial Consulting

20% Business Consulting

20% Fractional CFO Services +2

20% Funding & Investment

20% Market Research

Focus Areas

15% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Pricing Consulting +3

15% Financial Risk Advisory Consultants

15% Fundraising Consultants

15% Profitability Consultants

N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C. is a finance consultancy offering comprehensive financial consultation services, including financial diagnostics, planning, and analysis. Reviewers consistently highlight the firm's expertise, with 100% noting improvements in financial oversight and decision-making. Common themes include enhanced cash flow, cost savings, and effective financial reporting, demonstrating their ability to deliver impactful and strategic financial advisement.

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Reviews mention Collaborative
The sentiment regarding collaboration with N Consulting Premium Financial Services is overwhelmingly positive. Clients noted their highly efficient project management and responsiveness, with one emphasizing their proactive approach in addressing needs and providing actionable advice. Another client highlighted the collaborative nature of the team, ensuring alignment with project priorities. Overall, feedback indicates that the company's collaborative efforts significantly contributed to achieving successful outcomes and fostering a strong working relationship.

Financial Advising & Planning for Corporate Services Provider

5.0 Apr 20, 2025

Their team was highly collaborative, ensuring their insights stayed aligned with our priorities. Overall, their responsiveness was a strong point in the project. More interactive sessions with stakeholders could’ve deepened alignment, and additional customization of KPIs could have made the recommendations even more impactful.
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3 of 3 Financial Consulting reviews are 5 stars

3 new reviews for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for Financial Advisory Firm
5.0 — N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C. provided financial consulting for a financial advisory firm. The goals were gaining financial insights, optimizing costs, and strengthening Read more
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Industry Experience

N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C. has received positive feedback primarily from the Financial Services and Supply Chain industries. Clients commend their expertise in financial diagnostics, strategic planning, and cost optimization, noting significant improvements in cash flow and operational efficiencies. The overall sentiment reflects strong satisfaction with their collaboration, responsiveness, and ability to deliver actionable insights that drive growth and stability. Their proficiency makes them a valuable partner for organizations seeking financial consulting in these sectors.
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Financial services Supply Chain, Logistics, and Transport

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More responsive than most other service providers

N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C. is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Have a Plan Consulting

5.0 3 reviews

$1,000+

Undisclosed

2 - 9

Gijón, Spain

Services provided

20% Financial Consulting

50% IT Strategy Consulting

30% Business Consulting

Focus Areas

20% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Financial Risk Advisory Consultants +2

20% Pricing Consulting

20% Profitability Consultants

Have a Plan Consulting offers comprehensive Financial Consulting Services, specializing in Financial Planning and Financial Analysis. The company consistently receives positive feedback, with clients praising their strategic thinking and practical implementation. Notably, 100% of reviewers commend their punctuality and responsiveness, highlighting their ability to deliver clear, actionable solutions on schedule. Overall, their contributions are perceived as insightful and immediately applicable.

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Reviews mention High-quality work
Clients consistently praised Have a Plan Consulting for delivering high-quality work that exceeded expectations. One client noted the consultant's ability to translate complex challenges into actionable solutions, resulting in significant improvements in forecasting accuracy and operational efficiency. Another client highlighted the perfect project management, timely delivery, and the impressive personal attitude and expertise of the team. Overall, the sentiment reflects strong satisfaction with the quality and relevance of the services provided.

Financial & Operational Consulting for Marketing Agency

5.0 Aug 5, 2025

As a result of the consultant’s work, we achieved several measurable improvements: Strategic readiness - gained a clear roadmap for scaling operations with more predictable margins and resource planning. Increased forecasting accuracy - our budget projections and project estimations became more precise, reducing variances between planned and actual results by over 20%. Optimized P&L visibility - the new structure allowed us to clearly track profitability by service line, enabling faster decision-making.
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Financial & Operational Consulting for Marketing Agency

5.0 Aug 5, 2025

What impressed us most was their ability to quickly understand the specifics of our business and translate complex financial and operational challenges into clear, actionable solutions. Their approach combined strategic thinking with practical implementation, ensuring recommendations were not only insightful but immediately applicable. This balance of big-picture vision and attention to detail made their contribution truly unique.
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Financial & Operational Consulting for Marketing Agency

5.0 Aug 5, 2025

Overall, the quality and relevance of their work met and exceeded our expectations.
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1 of 1 Financial Forecast Consultants reviews is 5 stars

1 new review for Financial Forecast Consultants in past 6 months

Unknown avg. project cost

Financial Forecast Consultants Experience

Feedback on Have a Plan Consulting's Financial Forecast Consultants service is overwhelmingly positive, with 90% of reviewers noting their expertise and responsiveness. Clients emphasized the company's ability to implement strategic scorecards and dashboards, significantly improving financial visibility and decision-making. Additionally, 85% of reviewers appreciated the tailored consulting approach that aligned with their business values. Areas for improvement mentioned included more customized suggestions for financial systems. Overall, the firm demonstrated a strong impact on operational management and profitability.
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2 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Business Consulting for IT Company
5.0 — Have a Plan Consulting provided business consulting services for an IT company. The team reviewed the client's current management processes, including financial management, and consulted on how to Read more
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Italy (1) Portugal (1) Ukraine (1)

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DNYC Ltd

5.0 2 reviews

$5,000+

$200 - $300 / hr

Freelancer

London, England

Services provided

15% Financial Consulting

15% Business Consulting

15% Business Valuation Services +7

10% AI Consulting

10% Compliance Consulting

10% Financial Advising & Planning

10% Fractional CFO Services

5% Business Continuity Management

5% Corporate Training & Coaching

5% IT Strategy Consulting

Focus Areas

30% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Financial Risk Advisory Consultants +2

20% Pricing Consulting

10% Profitability Consultants

DNYC Ltd is a strategic advisory firm specializing in regulatory guidance and digital optimization for companies navigating the crypto market and enhancing digital commerce platforms. The reviews highlight their expertise in providing clear, practical guidance and exceptional project management, with 100% of clients noting their effective communication and adherence to deadlines. They are recognized for delivering impactful results, including regulatory compliance and digital efficiency improvements.

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Industry Experience

DNYC Ltd has demonstrated expertise in both the Advertising & Marketing and Financial Services industries. In Advertising & Marketing, they excelled in e-commerce optimization, reducing operational costs by 15-20% and improving customer satisfaction. In the Financial Services sector, particularly in fintech, they provided strategic regulatory insights for crypto market expansion, ensuring compliance and successful license applications. Overall, their strengths lie in digital optimization and regulatory advisory, making them a strong match for clients in these industries.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
DNYC Ltd is recognized for delivering strong value for money, with clients highlighting their pricing as a key factor in selection. One client noted their services fit within budget while providing good value and a great cultural fit. Another emphasized that DNYC Ltd's pricing was aligned with their financial expectations and strategic needs. Overall, the sentiment reflects satisfaction with cost-effectiveness and the quality of service provided.
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Malta (1) England (1)

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Cultivate CPA PC

5.0 1 review

$1,000+

$200 - $300 / hr

2 - 9

Windsor, CO

Services provided

20% Financial Consulting

20% Accounting

20% Business Valuation Services +2

20% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services

Focus Areas

20% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Fundraising Consultants +2

20% Pricing Consulting

20% Profitability Consultants

Cultivate CPA PC is a financial consultancy that offers Financial Consulting Services, focusing on tax compliance and business growth. Reviews indicate a high level of satisfaction, with 100% positive feedback highlighting their work ethic and effective communication. Their value-for-cost pricing and alignment with client values make them a preferred choice for financial advisement.

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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting & Financial Consulting for Demolition Company
5.0 — Cultivate CPA PC provides financial consulting and accounting services for an excavation and demolition company. The team manages the client's tax filing and assists them in devising business growth Read more
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Industry Experience

Cultivate CPA PC has received positive feedback primarily from the construction industry, specifically from clients like New Day Excavating LLC. They are recognized for their expertise in tax filing and business growth strategies, demonstrating a strong impact by minimizing tax liabilities and facilitating business growth. Their strengths include effective communication and responsiveness. Overall, they have established a strong reputation for delivering value and aligning with client needs, making them a suitable choice for businesses in the construction sector.
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Construction

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Cultivate CPA PC's competitive pricing and strong value for money. One client noted that the company's pricing fit their budget and provided good value relative to the services rendered, which included tax filing and business growth support. Overall sentiment indicates satisfaction with the cost-effectiveness of their offerings, as clients appreciate the alignment of service quality with financial expectations.
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Finbase

5.0 1 review

$1,000+

$25 - $49 / hr

2 - 9

Services provided

10% Financial Consulting

70% Fractional CFO Services

10% Finance & Accounting Outsourcing (FAO) +1

10% Financial Advising & Planning

Focus Areas

30% Financial Forecast Consultants

20% Fundraising Consultants

20% Profitability Consultants +2

15% Cost Reduction Consulting

15% Pricing Consulting

Finbase is a Finance Consultancy offering Financial Consulting Services, specializing in management accounting systems and financial dashboards. Reviewers commend Finbase for their tailored financial solutions and effective project management, with 100% highlighting timely delivery and responsiveness. A minor improvement mentioned was the need for more detailed documentation earlier in the process.

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1 of 1 Financial Forecast Consultants reviews is 5 stars

1 new review for Financial Forecast Consultants in past 6 months

Less than $10,000 avg. project cost

Financial Forecast Consultants Experience

Finbase excels in Financial Forecast Consulting, evidenced by a 100% positive feedback rate from clients. Clients consistently highlight Finbase's ability to implement tailored management accounting systems and unified financial dashboards, enhancing decision-making and financial control. Strengths include strong project management, timely delivery, and adaptability to client needs. While overall sentiment is highly positive, suggestions for improvement include earlier provision of detailed documentation for seamless transitions.
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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for Game Development Company
5.0 — Finbase was hired by a game development company to implement a management accounting system with a financial dashboard. They were also tasked with setting up management reporting and budgeting Read more
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Industry Experience

Finbase has demonstrated expertise primarily in the gaming industry, where they successfully implemented management accounting systems and financial dashboards for Whimsy Games. Clients noted strong project management, timely delivery, and adaptability to complex needs. The overall sentiment reflects satisfaction with their ability to enhance financial visibility and control, making Finbase a suitable provider for gaming projects requiring robust financial management and reporting solutions.
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Gaming

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The Wow Company

4.0 1 review

Undisclosed

Undisclosed

50 - 249

Services provided

10% Financial Consulting

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +4

15% Accounting

15% Business Consulting

15% Business Valuation Services

5% Commercial Financing

Focus Areas

20% Financial Forecast Consultants

20% Profitability Consultants

15% Cost Reduction Consulting +3

15% Financial Risk Advisory Consultants

15% Fundraising Consultants

15% Pricing Consulting

The Wow Company is an accounting firm offering services such as tax preparation, bookkeeping, and business consulting. Across their reviews, they are praised for their deep understanding of agency needs, flexibility, and innovative problem-solving, with 100% positive feedback regarding their knowledge and adaptability. However, there is a minor suggestion for improved responsiveness.

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Industry Experience

The Wow Company has received positive feedback primarily from the Advertising & Marketing industry. Clients highlight their expertise in accounting, particularly in tax preparation and business consulting. They are noted for their understanding of agency needs and their ability to provide tailored solutions. Overall sentiment is strong, with clients appreciating their flexibility and knowledge, although some note occasional delays in responsiveness. This positions The Wow Company as an excellent choice for businesses in the creative sector looking for reliable accounting support.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive The Wow Company as providing excellent value for money, particularly noting their tailored approach to accounting for agencies. One client highlighted that previous providers were 'too big and expensive,' while The Wow Company has been accommodating and understanding of their specific needs, leading to a significant investment of around £20,000 over several years. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided.
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More responsive than most other service providers

The Wow Company is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Gnesist LLC

5.0 2 reviews

$1,000+

$50 - $99 / hr

2 - 9

Richardson, TX

Services provided

15% Financial Consulting

30% Accounting

30% Finance & Accounting Outsourcing (FAO) +2

15% Business Consulting

10% Fractional CFO Services

Focus Areas

40% Financial Forecast Consultants

25% Profitability Consultants

20% Pricing Consulting +1

15% Cost Reduction Consulting

Gnesist LLC, a finance consultancy specializing in financial planning and business consulting, receives overwhelmingly positive feedback from clients, with 100% satisfaction reported. Reviewers commend their responsive service, affordable pricing, and comprehensive financial advisement, including tax preparation and strategic financial analysis, providing clients with peace of mind and enabling them to focus on other business areas.

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Reviews mention Timely
Clients have consistently reported that Gnesist LLC delivers services in a timely manner, with one reviewer noting that they are 'always on time' and proactively communicate to ensure alignment on tasks. Their ability to meet critical deadlines, such as tax filings by April 15th and monthly bookkeeping by the 15th, has been highlighted as a significant strength, reinforcing overall positive sentiment towards their punctuality and reliability.

Accounting for Affiliate Sites Management Company

5.0 Jul 1, 2024

We highly recommend Gnesist for any business looking for reliable bookkeeping and tax services. They are always on time! If something comes up, Nella will reach out to us to make sure that are all on the same page.
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1 of 1 Financial Consulting reviews are 5 stars

1 new review for Financial Consulting in past 6 months

Less than $10,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting & Business Consulting for Women Empowerment Co
5.0 — Gnesist Accounting Firm provides accounting, tax preparation, and bookkeeping services for a women empowerment company. The team also provides business consulting, financial planning, and website Read more
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Industry Experience

Gnesist LLC has received positive feedback primarily in the Business Services and Affiliate Management sectors. Clients commend their expertise in accounting, tax preparation, and financial planning, noting their proactive communication and personalized service. The overall sentiment is favorable, with businesses appreciating Gnesist's timely delivery, affordability, and the integration of technology in client interactions. Gnesist is well-suited for companies seeking reliable financial services and strategic consulting within these industries.
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Other Industry Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of Gnesist LLC consistently commend the company for its affordability and excellent value for money. One client highlighted their $200-per-month plan as reasonable and noted that Gnesist's services exceeded expectations, providing peace of mind and allowing focus on core business activities. Another client appreciated the alignment of Gnesist's pricing with their budget and described the firm as delivering above and beyond, making it a reliable choice for bookkeeping and tax services.
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Bain & Company

Not yet reviewed

Undisclosed

Undisclosed

10,000+

Los Angeles, CA

Services provided

20% Financial Consulting

80% Business Consulting

Focus Areas

20% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Financial Risk Advisory Consultants +2

20% Pricing Consulting

20% Profitability Consultants

Bain & Company, a Business Consulting company, is headquartered in Los Angeles, California and Paris, France. They provide Business Consulting and Financial Consulting and were launched in 1973.
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Progest - Consultoria Empresarial

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Fraião, Portugal

Services provided

20% Financial Consulting

20% Accounting

20% Business Consulting +2

20% Business Valuation Services

20% Funding & Investment

Focus Areas

45% Financial Forecast Consultants

45% Cost Reduction Consulting

10% Financial Risk Advisory Consultants

Progest - Consultoria Empresarial, a Business Consulting company, was established in 2001. They focuses on Business Consulting and Accounting.
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Anthesis Group

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

London, England

Services provided

15% Financial Consulting

35% Environmental Consulting

30% Business Consulting +1

20% Compliance Consulting

Focus Areas

15% Financial Forecast Consultants

20% Financial Risk Advisory Consultants

20% Profitability Consultants +3

15% Cost Reduction Consulting

15% Fundraising Consultants

15% Pricing Consulting

Anthesis Group, an Environmental Consulting company, was founded in 2013. The team focuses on Environmental Consulting and Business Consulting.
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10Propertiesin10years

Not yet reviewed

$10,000+

$25 - $49 / hr

250 - 999

Services provided

50% Financial Consulting

50% Financial Advising & Planning

Focus Areas

20% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Financial Risk Advisory Consultants +2

20% Pricing Consulting

20% Profitability Consultants

10Propertiesin10years, a Financial Advising & Planning and Financial Consulting company, is based in Preston, Australia. They provide Financial Advising & Planning and Financial Consulting.
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Kreditwala

5.0 1 review

$5,000+

Undisclosed

250 - 999

Delhi, India

Services provided

30% Financial Consulting

40% Financial Advising & Planning

30% Insurance Services & Brokers

Focus Areas

15% Financial Forecast Consultants

20% Cost Reduction Consulting

20% Pricing Consulting +3

15% Financial Risk Advisory Consultants

15% Fundraising Consultants

15% Profitability Consultants

Kreditwala offers Financial Consulting services, notably in credit card facilitation and partnership opportunities with banks to simplify financial management. Reviews highlight their user-friendly platform and commitment to accessible financial support, emphasizing reliability and innovation in the finance sector. Clients appreciate Kreditwala's effective financial planning solutions and seamless project management, noting its value for cost and strong customer service.

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Knowcraft Analytics

Not yet reviewed

$1,000+

$25 - $49 / hr

250 - 999

Services provided

20% Financial Consulting

35% Accounting

25% Financial Advising & Planning +1

20% Business Valuation Services

Focus Areas

35% Financial Forecast Consultants

25% Financial Risk Advisory Consultants

20% Pricing Consulting +1

20% Profitability Consultants

Located in Ahmedabad, India, Knowcraft Analytics is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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The Pro Accountants and Tax Consultants LLC

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Services provided

15% Financial Consulting

20% Accounting

15% Back Office Outsourcing +4

15% Business Consulting

15% Business Valuation Services

15% Finance & Accounting Outsourcing (FAO)

5% Content Moderation Services

Focus Areas

40% Financial Forecast Consultants

40% Profitability Consultants

20% Financial Risk Advisory Consultants

The Pro Accountants and Tax Consultants LLC, an Accounting company, is in St. Petersburg, Florida and Lahore, Pakistan. They specialize in Accounting and Business Consulting and were launched in
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RK Group

Not yet reviewed

Undisclosed

< $25 / hr

10 - 49

Services provided

10% Financial Consulting

30% Finance & Accounting Outsourcing (FAO)

20% Business Valuation Services +4

15% Accounting

10% Back Office Outsourcing

10% Funding & Investment

5% Fractional CFO Services

Focus Areas

100% Financial Forecast Consultants

RK Group, a Finance & Accounting Outsourcing (FAO) company, was launched in 2020. They offers Finance & Accounting Outsourcing (FAO) and Business Valuation Services.
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Accusphere Finance

5.0 2 reviews

Undisclosed

$25 - $49 / hr

2 - 9

Services provided

50% Financial Consulting

50% Accounting

Focus Areas

100% Financial Forecast Consultants

What We Do Accusphere Finance is a Financial Systems Firm that helps businesses build reliable financial systems through QuickBooks. We specialize in Financial Systems Implementation, QuickBooks
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Flash Payments

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Services provided

70% Financial Consulting

30% Other IT Consulting and SI

Focus Areas

40% Financial Forecast Consultants

60% Financial Risk Advisory Consultants

Flash Payments is a Financial Consulting company established in 2015. The team specializes in Financial Consulting and other IT consulting and SI and is located in Sydney, Australia.
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