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Home Consulting Financial Consulting Financial Forecast Consultants United States California

Top Financial Forecasting Services in California

Ratings Updated: April 4, 2026
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0 Leaders 15 Contenders

21 Companies

Country: United States
State: California
Services: Financial Consulting
Financial Consulting Focus: Financial Forecast Consultants

List of the Top California Business Forecasting Companies

  • Simple 720 Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    San Rafael, CA

    Services provided

    57% Financial Consulting
    33% Finance & Accounting Outsourcing (FAO)
    10% Business 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

    Simple 720, a Financial Consulting company, specialize in Financial Consulting and Finance & Accounting Outsourcing (FAO). They were established in 2007.

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  • Rise25 Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Tiburon, CA

    Services provided

    15% Financial Consulting
    20% Corporate Training & Coaching
    20% Marketing Strategy +3
    20% Sales Outsourcing
    15% Audio Production
    10% Advertising

    Focus Areas

    40% Financial Forecast Consultants
    60% Profitability Consultants

    Marketing Strategy company Rise25 focuses on Marketing Strategy and Corporate Training & Coaching. They were established in 2015.

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  • Rise25 Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Tiburon, CA

    Services provided

    10% Financial Consulting
    20% Audio Production
    20% Corporate Training & Coaching +3
    20% Marketing Strategy
    20% Sales Outsourcing
    10% Advertising

    Focus Areas

    40% Financial Forecast Consultants
    60% Profitability Consultants

    Rise25 is a Marketing Strategy company. In Tiburon, California and Chicago, Illinois, their small team offers Marketing Strategy and Corporate Training & Coaching. The agency was launched in 2015.

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  • Aurora Consulting Group, LLC Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    2 - 9
    Visalia, CA

    Services provided

    50% Financial Consulting
    40% Accounting
    10% Business Consulting

    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

    Financial Consulting company Aurora Consulting Group, LLC provides Financial Consulting and Accounting. They were founded in 2011.

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  • State Financial Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    25% Financial Consulting
    25% Business Valuation Services
    25% Commercial Financing +1
    25% 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

    State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.

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  • SoCal Startup Law Logotype

    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.

      Read Full Review
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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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    Select Industry to see insights

    Software Financial services Information technology Consulting

    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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    View projects from:

    Naples, Florida (1) Tampa, Florida (1) Laguna Niguel, California (1) San Diego, California (1) Palos Verdes Peninsula, California (1)
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  • Tandy Consulting Inc Logotype

    Not yet reviewed

    Undisclosed
    $100 - $149 / hr
    2 - 9
    Fullerton, CA

    Services provided

    15% Financial Consulting
    45% Accounting
    25% Fractional CFO Services +1
    15% Business Consulting

    Focus Areas

    35% Financial Forecast Consultants
    25% Profitability Consultants
    15% Cost Reduction Consulting +3
    10% Financial Risk Advisory Consultants
    10% Fundraising Consultants
    5% Pricing Consulting

    Small Accounting company Tandy Consulting Inc, is based in Fullerton, California and Grover Beach, California. The team focuses on Accounting and Fractional CFO Services.

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  • Palm Tree LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Services provided

    20% Financial Consulting
    20% Business Consulting
    20% Commercial Financing +3
    20% Financial Advising & Planning
    10% BI & Big Data Consulting & SI
    10% Market Research

    Focus Areas

    100% Financial Forecast Consultants

    Palm Tree LLC is a Business Consulting company. The team offers Business Consulting and Commercial Financing and is based in Los Angeles, California.

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  • Dynamic Merchant Solutions Logotype

    Not yet reviewed

    $5,000+
    $25 - $49 / hr
    10 - 49
    Los Angeles, CA

    Services provided

    20% Financial Consulting
    20% Digital Asset Management
    20% Finance & Accounting Outsourcing (FAO) +4
    10% Business Consulting
    10% Commercial Financing
    10% Financial Advising & Planning
    10% Fractional CFO Services

    Focus Areas

    10% Financial Forecast Consultants
    30% Cost Reduction Consulting
    30% Pricing Consulting +1
    30% Profitability Consultants

    Dynamic Merchant Solutions is a Finance & Accounting Outsourcing (FAO) company founded in 2012. Their services include Finance & Accounting Outsourcing (FAO) and Digital Asset Management.

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  • HCR Wealth Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    20% Financial Consulting
    30% Financial Advising & Planning
    20% Accounting +3
    10% Business Consulting
    10% Funding & Investment
    10% Market Research

    Focus Areas

    50% Financial Forecast Consultants
    50% Financial Risk Advisory Consultants

    HCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.

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  • Avant Advisory Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Consulting +3
    20% Commercial Financing
    10% Executive Search
    10% Market Research

    Focus Areas

    100% Financial Forecast Consultants

    Founded in 1997, Avant Advisory Group is a Business Consulting company. Headquartered in Los Angeles, California, the team focuses on Business Consulting and Commercial Financing.

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  • Kairos Financial Group, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Commercial Brokerage Services +3
    20% Insurance Services & Brokers
    10% Business Consulting
    10% Financial Advising & Planning

    Focus Areas

    100% Financial Forecast Consultants

    Kairos Financial Group, Inc., a Commercial Brokerage Services company, is located in Los Angeles, California. Their services include Commercial Brokerage Services and Accounting.

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  • Centerview Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    San Francisco, CA

    Services provided

    20% Financial Consulting
    60% Business Consulting
    20% Business Valuation Services

    Focus Areas

    30% Financial Forecast Consultants
    40% Profitability Consultants
    30% Financial Risk Advisory Consultants

    Centerview Partners, a Business Consulting company, provides Business Consulting and Business Valuation Services. The company is headquartered in New York, New York and London, England.

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    San Francisco, CA

    555 California St # 4300
    San Francisco, CA 94104

    31 - 40

    +1.415.400.0900

    See All Locations (3)
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  • Cebridge Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Beverly Hills, CA

    Services provided

    25% Financial Consulting
    50% Accounting
    25% Financial Advising & Planning

    Focus Areas

    20% Financial Forecast Consultants
    30% Profitability Consultants
    20% Cost Reduction Consulting +2
    15% Financial Risk Advisory Consultants
    15% Fundraising Consultants

    Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.

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    Beverly Hills, CA

    9595 Wilshire Boulevard
    Beverly Hills, CA 90212

    2 - 5

    +1 (213)-335-3029

    See All Locations (4)
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  • Bloom Partners Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    San Diego, CA

    Services provided

    10% Financial Consulting
    50% Business Consulting
    15% Corporate Training & Coaching +3
    10% Finance & Accounting Outsourcing (FAO)
    10% Marketing Strategy
    5% HR Consulting

    Focus Areas

    40% Financial Forecast Consultants
    25% Cost Reduction Consulting
    20% Profitability Consultants +1
    15% Pricing Consulting

    Bloom Partners is a Business Consulting company. They were launched in 2012, and their services include Business Consulting and Corporate Training & Coaching.

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  • David Jacobs Business Broker Logotype

    Not yet reviewed

    $100,000+
    $150 - $199 / hr
    Freelancer
    Sunnyvale, CA

    Services provided

    10% Financial Consulting
    70% Financial Advising & Planning
    20% Business Consulting

    Focus Areas

    20% Financial Forecast Consultants
    20% Cost Reduction Consulting
    20% Fundraising Consultants +2
    20% Pricing Consulting
    20% Profitability Consultants

    Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.

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  • Brookseed Partners, Inc. Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    Freelancer
    Huntington Beach, CA

    Services provided

    34% Financial Consulting
    33% Business Consulting
    33% Fractional CFO Services

    Focus Areas

    33% Financial Forecast Consultants
    34% Profitability Consultants
    33% Fundraising Consultants +1
    25% Cost Reduction Consulting

    Brookseed Partners, Inc. Is a Financial Consulting company. The team provides Financial Consulting and Business Consulting, and the firm is headquartered in Huntington Beach, California.

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  • Sheilla Vidal Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    Freelancer
    Fairfield, CA

    Services provided

    40% Financial Consulting
    60% 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

    Sheilla Vidal is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Financial Consulting and is in Fairfield, California.

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  • Harmon Street Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Irvine, CA

    Services provided

    25% Financial Consulting
    25% Business Consulting
    25% Commercial Financing +1
    25% Financial Advising & Planning

    Focus Areas

    25% Financial Forecast Consultants
    25% Cost Reduction Consulting
    25% Financial Risk Advisory Consultants +1
    25% Profitability Consultants

    Harmon Street, a Business Consulting company, is headquartered in Irvine, California. Their services include Business Consulting and Commercial Financing.

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  • Lineal CPA Logotype

    Not yet reviewed

    $10,000+
    $200 - $300 / hr
    2 - 9
    San Francisco, CA

    Services provided

    30% Financial Consulting
    25% ERP Consulting and SI
    25% Fractional CFO Services +1
    20% Accounting

    Focus Areas

    25% Financial Forecast Consultants
    35% Financial Risk Advisory Consultants
    30% Pricing Consulting +1
    10% Cost Reduction Consulting

    Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.

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    San Francisco, CA

    100 Pine Street
    San Francisco, CA 94111

    2 - 5

    3129719934

    See All Locations (4)
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  • Enloop Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    San Francisco, CA

    Services provided

    40% Financial Consulting
    40% Content Writing Services
    20% Business Consulting

    Focus Areas

    100% Financial Forecast Consultants

    Founded in 2017, Enloop is a Content Writing Services company. Their team specializes in Content Writing Services and Financial Consulting.

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List of the Top California Business Forecasting Companies

  1. Simple 720 Logotype

    Simple 720

    Undisclosed
    Undisclosed
    50 - 249
    San Rafael, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    57% Financial Consulting
    15% Financial Forecast Consultants
    43% Other
    View Profile Visit Website
  2. Rise25 Logotype

    Rise25

    Undisclosed
    Undisclosed
    10 - 49
    Tiburon, CA

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    15% Financial Consulting
    40% Financial Forecast Consultants
    85% Other
    View Profile Visit Website
  3. Rise25 Logotype

    Rise25

    $1,000+
    Undisclosed
    10 - 49
    Tiburon, CA

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    10% Financial Consulting
    40% Financial Forecast Consultants
    90% Other
    View Profile Visit Website
  4. Aurora Consulting Group, LLC Logotype

    Aurora Consulting Group, LLC

    $1,000+
    $150 - $199 / hr
    2 - 9
    Visalia, CA

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Consulting
    15% Financial Forecast Consultants
    50% Other
    View Profile Visit Website
  5. State Financial Logotype

    State Financial

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Consulting
    20% Financial Forecast Consultants
    75% Other
    View Profile Visit Website
  6. SoCal Startup Law Logotype

    SoCal Startup Law

    $5,000+
    $200 - $300 / hr
    2 - 9
    San Diego, CA

    Ability to deliver

    31.4/40.0
    16.8/20 Reviews
    10/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Consulting
    15% Financial Forecast Consultants
    90% Other
    View Profile Visit Website
  7. Tandy Consulting Inc Logotype

    Tandy Consulting Inc

    Undisclosed
    $100 - $149 / hr
    2 - 9
    Fullerton, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    15% Financial Consulting
    35% Financial Forecast Consultants
    85% Other
    View Profile Visit Website
  8. Palm Tree LLC Logotype

    Palm Tree LLC

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Consulting
    100% Financial Forecast Consultants
    80% Other
    View Profile Visit Website
  9. Dynamic Merchant Solutions Logotype

    Dynamic Merchant Solutions

    $5,000+
    $25 - $49 / hr
    10 - 49
    Los Angeles, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Consulting
    10% Financial Forecast Consultants
    80% Other
    View Profile Visit Website
  10. HCR Wealth Advisors Logotype

    HCR Wealth Advisors

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Consulting
    50% Financial Forecast Consultants
    80% Other
    View Profile Visit Website
  11. Avant Advisory Group Logotype

    Avant Advisory Group

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Consulting
    100% Financial Forecast Consultants
    80% Other
    View Profile Visit Website
  12. Kairos Financial Group, Inc. Logotype

    Kairos Financial Group, Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Consulting
    100% Financial Forecast Consultants
    80% Other
    View Profile Visit Website
  13. Centerview Partners Logotype

    Centerview Partners

    Undisclosed
    Undisclosed
    250 - 999
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Consulting
    30% Financial Forecast Consultants
    80% Other
    View Profile Visit Website
  14. Cebridge Logotype

    Cebridge

    Undisclosed
    Undisclosed
    10 - 49
    Beverly Hills, CA

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    25% Financial Consulting
    20% Financial Forecast Consultants
    75% Other
    View Profile Visit Website
  15. Bloom Partners Logotype

    Bloom Partners

    $1,000+
    Undisclosed
    10 - 49
    San Diego, CA

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Consulting
    40% Financial Forecast Consultants
    90% Other
    View Profile Visit Website

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