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Top Financial Forecasting Services

Ratings Updated: April 2, 2026

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STAXX LLC

4.9 5 reviews

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Premier Verified

$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 firm providing comprehensive financial consulting services, including accounting, payroll, tax consulting, and financial planning. Reviews reflect a 100% satisfaction rate for delivering on promises and timeliness; however, 50% of reviewers express a desire for more actionable financial advisement. Overall, clients appreciate their reliability and data-driven insights.

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3 of 4 reviews are 5 stars

2 new reviews for Financial Consulting services

$10,000 – $49,000 avg. project cost

Reviewed 4 times in the past 6 months
Recent reviews for STAXX LLC highlight a strong overall sentiment, with clients praising their responsiveness and the value provided. One client noted a significant time savings and improved financial decision-making due to effective planning. Another emphasized the team's timely delivery and proactive communication. While some suggested a need for more actionable advice on projections, the majority expressed satisfaction with the service, particularly appreciating the expertise of the fractional CFO and CPA.
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1 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting & Financial Services for Content Agency
5.0 — STAXX LLC provides accounting, payroll, fractional CFO, and tax consulting and preparation services for a content agency. The team uses Xero to manage accounts payable and receivable and to create Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (3)

What Clients Have Said
Client feedback on STAXX LLC consistently highlights their strong value for cost and effective service delivery. Multiple reviews emphasize that the company's pricing fits within clients' budgets while providing substantial support, such as bookkeeping and financial consulting. One client noted, "Value for cost is huge," while another remarked, "They give us exactly what we’re paying for" without upselling unnecessary services. Overall, sentiment reflects satisfaction with the financial outcomes relative to investment.
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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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1 of 2 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent client feedback for Consulton Market Intelligence Poland highlights their professionalism, integrity, and effective project management. One client noted successful identification of potential real estate partners in Poland, emphasizing timely delivery and responsiveness. Another praised their understanding of Swiss SMEs' needs, providing cost-effective solutions. Overall sentiment leans positively, with clients expressing satisfaction and no significant areas for improvement identified.
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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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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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2 of 2 reviews are 5 stars

1 new review for Financial Consulting services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for House of Bookkeepers highlight their exceptional service in bookkeeping and financial reporting. Clients noted the team's proactive communication and efficiency, with one client reporting a 50% reduction in financial review time. The attention to detail and ability to meet tight deadlines were particularly praised, alongside their capacity to resolve inaccuracies and provide tax-ready financials. Overall, client sentiment is overwhelmingly positive, with a strong recommendation for their services.
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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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Industry Experience

House of Bookkeepers has demonstrated expertise in the Fitness and Advertising & Marketing industries, receiving positive feedback for their meticulous bookkeeping and financial management capabilities. Clients reported significant improvements in financial clarity and reporting accuracy, with measurable outcomes like 100% bank account reconciliations and reduced review times. The overall sentiment is highly favorable, attributing strengths to their attention to detail, responsive communication, and ability to meet tight deadlines, making them a suitable partner for businesses seeking reliable financial services.
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Advertising & marketing

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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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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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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 financial consulting firm that excels in providing tailored financial planning and consultation services. With a focus on budgeting, financial analysis, and KPI automation, Incro has achieved notable outcomes, including reducing budgeting time by 40% and improving forecast accuracy by 25%. Approximately 90% of reviewers commend their professionalism, customer-centric approach, and efficient project management.

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Reviews mention Well-organized projects
Clients consistently praised Incro for their well-organized project management and effective communication. One client highlighted, "Incro was extremely organized yet relaxed; they were also excellent communicators." Another noted, "The Incro team was very well organized, responsive, and easy to work with," emphasizing timely delivery and structured processes. Overall, the sentiment reflects a strong appreciation for Incro's professionalism and efficiency in managing projects.

Finance & Accounting Outsourcing for Software Company

5.0 Jul 24, 2024

Cooperation with Incro was based on the support of their leading consultant (@Mateusz Kopiec), who organized the work of his team. We received efficient and precise answers to any questions or doubts we had.
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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.
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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. Incro was extremely organized yet relaxed; they were also excellent communicators. Incro was pretty clear on their steps from the beginning.
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Data Warehouse Creation for Real Estate Company

5.0 Oct 14, 2025

I was impressed with their organization and structuring of the process. They were very responsive and open to comments and requests.
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11 of 13 Financial Forecast Consultants reviews are 5 stars

1 new review for Financial Forecast Consultants in past 6 months

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 responsiveness. Key strengths include the successful implementation of financial dashboards and forecasting systems, resulting in significant time and cost reductions (e.g., 40% decrease in budgeting time). Client feedback highlights their deep understanding of business needs, with 85% appreciating the tailored solutions provided. Areas for improvement mainly involve clearer implementation timelines.
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Industry Experience

Incro has demonstrated expertise across various industries, including Legal, eCommerce, Engineering, Financial Services, Real Estate, Advertising & Marketing, Healthcare, IT Services, and Media. Clients consistently commend their exceptional project management, timely delivery, and ability to tailor financial solutions to unique industry needs. Positive feedback highlights their strong communication skills, effective dashboard creation, and financial oversight, enhancing decision-making and operational efficiency. Overall, potential clients in these sectors will find Incro's services a strong match for financial management and data analytics.
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Real estate Media Engineering Financial services Advertising & marketing IT Services Consumer Products Education Healthcare Software Motion Pictures & Film eCommerce Legal

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Average Project Cost Breakdown

$10,000 to $49,000 (8) Less than $10,000 (6)

What Clients Have Said
Clients consistently commend Incro for delivering exceptional value for money, often highlighting their pricing as fitting well within budget constraints. For instance, one client noted, 'Good value for cost,' while another remarked on the 'great culture fit' and 'excellent communication.' Overall, feedback indicates strong satisfaction with the cost-effectiveness of their services, with many clients expressing appreciation for the quality of deliverables relative to the investment made.
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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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Reviews mention Great project management
Clients have praised Waveup for their exceptional project management, consistently meeting deadlines and effectively communicating throughout the engagement. One client highlighted their organized approach, which ensured quality standards were maintained while keeping the project on track. Additionally, they noted the team's responsiveness to questions and change requests, further enhancing collaboration. Overall, the sentiment reflects a strong appreciation for Waveup's professionalism and reliability in project execution.

Business Consulting & Graphic Design for Capital Firm

5.0 Jan 23, 2025

Waveup demonstrated strong project management capabilities throughout our engagement. They maintained a professional approach to timelines, consistently meeting deadlines or proactively communicating when additional time was needed. When timeline adjustments were necessary, they clearly explained the reasons and provided updated delivery dates. Their communication was reliable and thorough. The team was responsive to questions and handled change requests efficiently, providing clear follow-up on all modifications. Their organized approach to managing deliverables and communication helped keep the project on track while ensuring quality standards were met.
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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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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 Professional
Clients consistently highlight the professionalism exhibited by SoCal Startup Law, noting their dedication and responsiveness throughout projects. One client praised their attorney for delivering legal products on time and below budget, while another emphasized the team's remarkable expertise and creativity. The commitment to excellence and alignment with client values further solidified a positive sentiment, with no significant areas for improvement identified in the feedback.

Legal Services for Tokenized Venture Fund

5.0 Jul 26, 2023

Chris provided all promised work legal products on time and below budget. I was very impressed with how responsive he was during the long and difficult process of conducting a registered securities offering. I am most impressed with their professionalism and dedication to Veteran's Rights-related issues.
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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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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 financial consulting firm specializing in bookkeeping, financial planning, and financial advisement. 100% of reviews highlight their expertise in improving financial reporting and bookkeeping systems, as well as their timely project management and responsive communication. Clients commend their accountability, integrity, and ability to foster confidence in financial decision-making.

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Reviews mention Knowledgeable
Clients frequently commend Norman Professional Services for their extensive knowledge and expertise in financial management. One client noted that their understanding of finances improved significantly, stating, 'We feel like we understand our finances for the first time.' Additionally, the team's timely communication and thorough onboarding process were highlighted, demonstrating their commitment to client education. Overall, the sentiment towards their knowledgeability is highly positive, with clients appreciating their strategic insights and personable approach.

Financial Consulting for Software Implementation Company

5.0 Feb 19, 2024

Our onboarding included a very detailed and thorough checklist. It felt like they were clear about our numbers before they got into the nitty gritty. They were always timely, especially in communications. We've had really positive experiences with their team with this item.
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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 demonstrated expertise across various industries, including business services, non-profit, software, and financial services. Clients commend their ability to enhance financial management, streamline bookkeeping systems, and provide strategic insights. The overall sentiment is highly positive, with particular strengths noted in cash flow management and operational improvements. Organizations seeking reliable bookkeeping and financial advisory services will find Norman Professional Services particularly beneficial.
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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 of Norman Professional Services consistently express satisfaction with the company's pricing and overall value for money. One client noted a significant investment of $170,000–$200,000, highlighting the firm's ability to enhance cash flow and operational efficiency. Another client emphasized the 'good value for cost' and praised the improvements in their bookkeeping system, which saved staff time. Overall, the sentiment reflects confidence in the firm's ability to deliver quality services that justify their pricing.
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Oak Business Consultant

5.0 12 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 specializes in Financial Consulting Services, offering financial planning, analysis, and advisement. Reviewers consistently praise the company's professionalism, expertise in financial matters, and ability to deliver projects on time, with 100% of feedback mentioning their responsiveness and expertise. Their strong strategic insights and adaptability have been instrumental in enhancing clients' financial models and strategies.

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6 of 7 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

$10,000 – $49,000 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for Yoga Events Promotion Company
5.0 — A yoga events company hired Oak Business Consultant to create a customized financial management system. Read more
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More responsive than most other service providers

Oak Business Consultant 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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United States (4) 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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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 specializing in financial analysis, strategy, and investor communications. Clients commend their exceptional financial consulting services, with positive feedback in 100% of reviews. Notably, 50% of reviewers highlight Waseem's strategic thinking and attention to detail, enhancing both financial planning and investor relations. The group’s efficiency and integrity are frequently praised, with no suggested areas for improvement.

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Reviews mention Timely
Overall, clients express a highly positive sentiment regarding Finsights Group's timeliness and responsiveness. One client noted, "Yes, everything was on time. They are very responsive to my team's and my needs," highlighting their reliability in project management. Another client remarked, "Finsights Group’s project management is excellent. The team delivers on time and responds well to our needs." Such consistent feedback underscores the company's commitment to timely delivery and effective communication.

Financial Analysis & Support for Networking Business

5.0 Jun 9, 2025

Finsights Group’s project management is excellent. The team delivers on time and responds well to our needs. We communicate via email and Zoom.
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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

$50,000 – $199,999 avg. project cost

Financial Forecast Consultants Experience

Finsights Group has received overwhelmingly positive feedback for their Financial Forecast Consultants service. Clients commend their deep understanding of business needs and strong execution skills, with 100% reporting satisfaction in timely deliveries and responsiveness. Notably, 95% of reviewers highlighted their expertise in financial modeling and investor materials, which significantly improved clients' confidence in financial presentations. Overall, Finsights Group's strategic and detailed approach has made a substantial impact on clients' financial strategies and investor relations.
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2 of 2 Financial Consulting reviews are 5 stars

2 new reviews for Financial Consulting in past 6 months

$50,000 – $199,999 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Analysis & Support for Networking Business
5.0 — Finsights Group provides ongoing financial analysis and support for a leadership development and executive networking business. The team develops budgets, forecasts, financial models, and investor Read more
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Industry Experience

Finsights Group has garnered positive feedback across the Business Services and Information Technology industries. Clients commend their financial management, strategic thinking, and responsiveness. In Business Services, they excel in financial analysis and reporting, while in Information Technology, they demonstrate expertise in financial strategy and investor communication. Overall, the sentiment is highly favorable, highlighting their integrity, expertise, and the impactful improvement of financial processes, making them a strong partner for businesses in these sectors.
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Business services Information technology

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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 Flexible
Clients have expressed a high level of satisfaction with Mighty Financial's flexibility in project execution, timeline adjustments, and budget considerations. One client noted their adaptability in working styles and praised their expertise, stating, "Mighty Financial was very flexible in how we worked together." However, there was a suggestion for improved communication regarding evolving project scopes. Overall, the sentiment reflects a positive acknowledgment of their accommodating nature and responsiveness to client needs.

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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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 specializing in financial consulting services, offering process improvements and cost reductions. The company garnered 100% positive feedback, with clients praising their professionalism, timely delivery, and ability to implement actionable changes. Notably, 30% cost reduction and lead time improvement were achieved, highlighting their effective financial advisement and consultation capabilities.

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Reviews mention Professional
Overall, client sentiment regarding Consultora BPS reflects a high level of professionalism. Clients praised the team's responsiveness and expertise, noting, "Their consultants and director are very professional" and highlighting their "incredibly kind" nature. Specific feedback emphasized effective project management, timely delivery, and impactful results, such as a 30% improvement in lead time and operational efficiency. While one client suggested a shorter exploration period, they acknowledged the necessity of thorough understanding for effective recommendations, further underscoring the firm's professionalism.

Business Consulting Services for Agricultural Company

5.0 Oct 5, 2025

Their consultants and director are very professional. They implement changes, not only design, they collaborate in the action plans deployment, the Consultora BPS outcome were measurable results. There are no improvement areas, they are very professional and good people.
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CRM Consulting & SI for Architecture & Construction Co

5.0 Oct 30, 2025

I wholeheartedly recommend BPS Consulting from every perspective. Their people are incredibly kind, their professionals are outstanding, and they've delivered concrete, impactful results for our business. We've seen growth in sales, operations, HR, purchasing, and budgeting. They helped us understand our company's inner workings in detail and address our weaknesses. Their service pays for itself. Both Juan (lead project consultant) and Alejandro (CEO) were always available and gave their best. Their support was excellent, and their vision, both for improvements that can be implemented and for future innovations, is what we value most about them. We would choose them again and again.
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5 of 6 reviews are 5 stars

1 new review for Financial Consulting services

Less than $10,000 avg. project cost

Reviewed 6 times in the past 6 months
In the last six months, Consultora BPS has received overwhelmingly positive feedback from clients across various industries. Clients praised their strategic approach and effective implementation, noting significant outcomes such as a 30% cost reduction and a 15% revenue increase. A particular highlight was their ability to adapt to client needs and provide actionable plans, fostering improved communication and operational efficiency. Overall, clients expressed high satisfaction with Consultora BPS's professionalism and commitment to delivering measurable results, recommending them without reservations.
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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

Business Consulting Services for Agricultural Company
5.0 — Consultora BPS provides business consulting services for an agricultural company. The team is responsible for improving the client's processes in their commercial, operational, and administrative Read more
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Argentina (6) United States (1)

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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 Helpful
The feedback regarding Fiscal Advocate, Inc. highlights their quick responsiveness and helpfulness, with one client noting they have 'never missed a deadline.' The client appreciated the team's deep understanding of business finance, emphasizing their ability to communicate with empathy and without jargon. This combination of knowledge and approachability makes them a valuable partner. Overall, the sentiment is highly positive, with clients expressing satisfaction in achieving financial clarity and expense reduction.

Fractional CFO Services for Revenue Operations Firm

5.0 Jul 30, 2025

Fiscal Advocate has always been quick to respond, helpful, and has never missed a deadline. What stands out most is how knowledgeable and personable every member of the Fiscal Advocate team is. They possess a deep understanding of business finance and our needs, but they communicate with empathy, and without pretense or jargon.
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3 of 3 Financial Consulting reviews are 5 stars

3 new reviews for Financial Consulting in past 6 months

$50,000 – $199,999 avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Accounting Services for Digital Marketing Agency
5.0 — Fiscal Advocate, Inc. provides accounting services for a digital marketing agency. The team handles monthly invoice review, credit card reconciliation, budgeting, strategic planning, and Read more
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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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Miami, Florida (1) Montgomery, Alabama (1) Menomonee Falls, Wisconsin (1) Denver, Colorado (1) Boston, Massachusetts (1)

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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 Transparent
The Joseph Group received positive feedback regarding their transparency, with clients appreciating their open communication and responsiveness. One client highlighted Mike's 'openness, transparency, and wisdom' as unique qualities that enhance the partnership. Additionally, they noted that The Joseph Group delivered on time and adapted fluidly to changing business objectives, further reflecting their commitment to transparency in project management.

Strategic Planning & Business Consulting for Real Estate Co

4.5 Nov 9, 2023

Mike has lived the ups and downs of running his own business and his openness, transparency and wisdom make him a very unique commodity.
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Industry Experience

The Joseph Group has received positive feedback across several industries, including Consulting, Construction, Hospitality, Real Estate, Manufacturing, Engineering, Healthcare, Fitness, and Automotive. Clients commend their personalized approach, effective strategic planning, and strong leadership development skills. The overall sentiment is highly favorable, particularly in the Healthcare and Consulting sectors, where their impact on organizational culture and growth has been notably significant. This firm appears well-suited for clients seeking comprehensive consulting and coaching services across diverse fields.
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Consulting Construction Hospitality & leisure Real estate Manufacturing Engineering Healthcare 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
The Joseph Group is consistently recognized for providing good value for money, with several clients noting that their pricing aligns well with the quality of service received. Feedback highlights that their services are effective and impactful, leading to significant improvements in client operations. One client specifically mentioned 'good value for cost,' while another emphasized the 'great culture fit' and the comprehensive support they received. Overall, sentiment regarding cost and value is highly positive.
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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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Reviews mention Professional
Clients have consistently praised DNA GROWTH for their professionalism and responsiveness. One executive highlighted their impressive communication and timely project management, stating, "I was impressed with their responsiveness and professionalism." Additionally, the client noted excellent customer feedback and great post-sale service, further reinforcing the positive sentiment regarding their professional approach. Overall, the sentiment surrounding professionalism is highly favorable.

Business Plan Development for Children’s Wellbeing Company

4.5 Mar 7, 2024

I was impressed with their responsiveness and professionalism. Their project management was effective as they were very responsive to needs. Excellent customer feedback and great post-sale service from DNA demonstrates their commitment to professionalism.
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Industry Experience

DNA GROWTH has received positive feedback across multiple industries, including Consulting, Financial Services, Business Services, and Wellness & Fitness. Clients praised their expertise in business improvement, financial modeling, and detailed business plans, noting strengths in communication, timely delivery, and high-quality work. Overall sentiment reflects strong satisfaction, particularly in Financial Services and Business Services, where they significantly impacted client operations and project success.
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Consulting Financial services Business services Wellness & Fitness

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive DNA GROWTH as offering good value for their pricing. Multiple reviews highlighted that their pricing fit within budgets and provided quality work at reasonable costs. For instance, one client noted the 'good value for cost' and another emphasized that the 'pricing fit our budget.' Overall sentiment reflects satisfaction with the balance of cost and quality, making them a competitive choice for various business needs.
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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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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 Accounting And Tax Advisory is a firm specializing in financial statement preparation, monthly tax declarations, business registration, and accounting systems implementation. They have received overwhelmingly positive feedback, with clients praising their responsiveness, knowledge, and efficiency. Notably, 100% of the reviewers highlighted their impressive project management and the positive impact their services had on business operations.

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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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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 is a professional accounting and bookkeeping firm known for delivering accurate and prompt services, including monthly, quarterly, and annual financial reporting. With a 100% positive review rate, they consistently meet deadlines and are praised for their professionalism and expert financial advice. Clients appreciate their ability to handle complex bookkeeping needs and their personable team, aligning well with client values and budgetary considerations.

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Reviews mention Exceptional results
Clients have consistently praised Brainy Advisors for their exceptional results, highlighting their ability to complete projects ahead of schedule, such as finishing six months of bookkeeping in just one month. Notably, a client emphasized their professionalism and expertise, stating, "I don't think I would be able to achieve completing this project without spending double the cost with another company." Overall sentiment reflects high satisfaction with their responsiveness and the quality of service provided.

Accounting & Financial Advising for E-Commerce Store

5.0 May 6, 2024

They completed the project before deadline, a whole week earlier than expected! Pat (the lead accountant) was very responsive and answered all of my questions and concerns. 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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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Brainy Advisors reflect a high level of client satisfaction, particularly regarding their professionalism and accuracy in accounting services. One client noted their timely delivery of reports and detailed tracking of project finances, which aided in business improvement. The firm is praised for its responsive communication and proactive approach, with no significant areas for improvement identified. Overall, clients highly recommend Brainy Advisors for accounting and bookkeeping needs.
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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients consistently highlight Brainy Advisors' competitive pricing and exceptional value for money. For instance, one client noted that they would have spent double with another firm, emphasizing Brainy's professionalism and timely delivery. Another client appreciated the alignment of pricing with their budget while receiving excellent service. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services 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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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 demonstrates notable expertise across various industries, including healthcare, advertising & marketing, and information technology. In healthcare, they excelled in due diligence and financial evaluations, receiving praise for their transparency and thoroughness. In advertising & marketing, they provided valuable insights into franchise profitability and internal controls. Their work in IT was marked by efficient negotiation strategies and comprehensive valuations. Overall, clients appreciate their professionalism, attention to detail, and ability to deliver timely results, making them a strong contender for projects in these sectors.
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Healthcare Advertising & marketing Information technology

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of SALUS Capital | Strategy consistently highlight the company's strong value for money and competitive pricing. One CEO noted their services were a 'good value for cost,' while a Master Franchisor emphasized that their pricing 'fit our budget' and provided 'good value.' Overall, the sentiment is overwhelmingly positive, with clients praising the quality and efficiency of the services provided, often leading to ongoing partnerships.
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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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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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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Clarity Accounts & Bookkeeping's strong value for cost, with one client noting that they chose the company due to its high ratings and good value. The depth of experience and strategic insights provided by their employee, Leigh, were particularly praised, as these exceeded typical bookkeeping expectations. Overall, the sentiment indicates that clients feel they receive excellent service relative to the fees charged, enhancing their financial management and decision-making capabilities.
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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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Reviews mention Easy to work with
Clients consistently describe Spry Vision as 'incredibly easy to work with,' highlighting the proactive and dedicated approach of their consultants. One client noted that Robin delivered products ahead of schedule and effectively identified future needs and hurdles. Additionally, her commitment to understanding client needs was praised as 'refreshingly unique,' demonstrating a high level of engagement and alignment with client objectives.

Business Consulting & Valuation for Nonprofit Organization

5.0 Jun 19, 2024

Robin delivered products ahead of time. She was proactive in identifying upcoming needs, hurdles, and deliverables. Robin is incredibly easy to work with.
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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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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 specializing in financial consulting services such as bookkeeping, payroll, and financial projections. They received overwhelmingly positive feedback, with clients noting a 30% reduction in payroll processing time and a 40% decrease in compliance errors. Approximately 100% of reviewers praised their professionalism and proactive approach, though some suggested enhancing reporting tool customization.

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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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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 is a Finance Consultancy specializing in Financial Consulting Services, Financial Advising, and Financial Planning. The firm is praised for delivering strategic insights and practical solutions, with 100% of reviewers highlighting their excellent project management and communication skills. Notably, 50% of reviews emphasized their ability to enhance financial visibility and operational efficiency.

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Reviews mention Timely
The feedback regarding timeliness from clients highlights Have a Plan Consulting's consistent ability to deliver projects on schedule. One client noted their 'excellent project management skills' and timely delivery of all agreed deliverables, while another emphasized their 'perfect' project management, stating that everything was 'planned and scheduled' effectively. Overall, clients expressed satisfaction with the company's responsiveness and the clarity of communication throughout the engagement.

Financial & Operational Consulting for Marketing Agency

5.0 Aug 5, 2025

The consultant demonstrated excellent project management skills, keeping all tasks well-structured and on schedule. They consistently delivered agreed deliverables on time and adapted quickly when priorities shifted. Communication was clear, proactive, and solution-oriented, ensuring our needs were fully addressed throughout the engagement.
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Business Consulting for IT Company

5.0 Aug 9, 2025

They were always very responsive, punctual, and following up every call with a recap and supplementary materials. All of this helped us to finally stop postponing these strategic improvements and implement them. Within the agreed collaboration time and format (4 online calls over 5 weeks), they were willing to advise on things beyond the original scope, like customer value proposition.
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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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Industry Experience

Have a Plan Consulting has demonstrated strong expertise in the Information Technology, Advertising & Marketing, and IT Services industries. Clients highlighted their capability in strategic planning, financial audits, and operational improvements, resulting in enhanced profitability, operational efficiency, and decision-making processes. Overall, feedback reflects a positive sentiment towards their hands-on approach, timely project delivery, and alignment with client values, making them a suitable partner for businesses seeking growth and optimization in these sectors.
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Information technology Advertising & marketing IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight the strong value for cost provided by Have a Plan Consulting. For instance, one client noted a 'great value for cost' when selecting them, while another emphasized their 'strong value proposition and rich area expertise.' Overall sentiment reflects satisfaction with pricing relative to the quality of service delivered, as evidenced by improved financial structures and operational efficiency that exceeded clients' expectations.
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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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Average Project Cost Breakdown

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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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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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 Proactive
Clients consistently praised N Consulting's proactive approach, highlighting their ability to anticipate challenges and provide tailored insights. One client noted their proactive communication and timely updates, which kept projects aligned with goals. Another emphasized their hands-on support and commitment to excellence, stating that N Consulting exceeded expectations by delivering actionable recommendations that had a significant impact. Overall, the sentiment is overwhelmingly positive, reflecting a strong appreciation for their proactive engagement in project management.

Financial Consulting for Financial Advisory Firm

5.0 Mar 24, 2025

The most impressive part was their proactive approach and deep financial expertise. Not only did they deliver on time, but they also went beyond expectations—providing insights that my company hadn’t initially considered. Their ability to tailor strategies, refine forecasts, and offer clear, actionable recommendations made a real impact.
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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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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlighted N Consulting Premium Financial Services' competitive pricing and excellent value for money. One review emphasized that their pricing fit the client's budget and provided good value, leading to a 15% reduction in operational costs and improved cash flow. Another client noted the company's ability to deliver tailored insights and actionable recommendations, which significantly enhanced decision-making and financial oversight. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided.
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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 assist higher management in accurately forecasting their companies' financial statements through the interpretation of both qualitative and quantitative data. We offer bespoke financial modeling services tailored to your organization's requirements. Furthermore, a selection of packages is available to accommodate your specific
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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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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of OAZ SHAKTI BUSINESS SOLUTIONS AND TECHNOLOGIES highlight their exceptional expertise in Excel and data management. Clients commend the company's attention to detail and ability to deliver user-friendly solutions, with one project manager noting that they provided valuable insights that enhanced scalability. Overall, the sentiment is highly positive, with clients recommending their services for professional and reliable support, and no areas for improvement were identified.
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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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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 and digital optimization services. Reviews reveal a strong focus on regulatory guidance for fintech and e-commerce platform enhancement, with clients praising their effective project management, deep regulatory knowledge, and exceptional communication. Approximately 100% of reviewers highlight their professionalism and reliability, noting on-time delivery and strategic alignment with business objectives.

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Reviews mention Communicative
Clients have consistently praised DNYC Ltd for their exceptional communication skills, highlighting their rapid and proactive response to inquiries and project changes. One client noted their 'exceptional reliability' and rigorous adherence to timelines, while another emphasized their 'clear communication' and structured task coordination. Overall, the sentiment regarding DNYC Ltd's communicative nature is highly positive, with clients appreciating their accessibility and ability to address issues promptly.

Strategic & Regulatory Advisory for FinTech Company

5.0 Mar 10, 2026

DNYC Ltd has shown effective project management, with clear communication and well-structured coordination of tasks and deadlines. They've delivered their work on time and remained responsive to project needs and regulatory developments. We communicate via virtual meetings, emails, and messaging apps.
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Industry Experience

DNYC Ltd has received positive feedback across multiple industries, particularly in Advertising & Marketing and Financial Services. In Advertising, they excelled in e-commerce platform optimization, demonstrating strong project management and communication skills that led to improved customer satisfaction and reduced operational costs. In Financial Services, their expertise in regulatory advisory for the fintech sector facilitated successful crypto market expansion and compliance. Overall, clients highlight DNYC Ltd's professionalism and strategic insight, making them a suitable partner for projects in digital marketing and fintech.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight DNYC Ltd's competitive pricing, noting that it aligns well with their budgets while delivering substantial value. One client specifically mentioned the company offered 'good value for cost,' emphasizing a favorable balance between affordability and quality of service. Overall, feedback indicates a positive sentiment regarding the company's cost-effectiveness, with users appreciating the financial efficiencies achieved through their engagement, such as a 15-20% reduction in operational costs.
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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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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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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised Finbase for providing good value for the cost of their services, highlighting their effective implementation of a management accounting system and financial dashboard. One CEO noted that Finbase's ability to tailor solutions while maintaining clarity was particularly impressive. Overall, the sentiment indicates that clients feel they received a solid return on their investment, with efficient project management and timely delivery enhancing their financial control and decision-making processes.
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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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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 specializes in accounting services, including tax preparation, bookkeeping, and business consulting support. Feedback highlights their deep understanding of design agencies, flexibility, and innovative solutions. While 100% of reviewers praise their expertise and support, minor improvement is suggested in response times. Overall, The Wow Company is highly recommended by clients for comprehensive and tailored accounting services.

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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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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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Accusphere Finance

5.0 2 reviews

Undisclosed

$25 - $49 / hr

2 - 9

Services provided

25% Financial Consulting

25% Accounting

25% Finance & Accounting Outsourcing (FAO) +1

25% HR Outsourcing

Focus Areas

20% Financial Forecast Consultants

20% Fundraising Consultants

15% Cost Reduction Consulting +3

15% Financial Risk Advisory Consultants

15% Pricing Consulting

15% Profitability Consultants

Experience the assurance of working with Accusphere Finance– where your financial success is our priority. Our innovative solutions are designed to empower your business and streamline your
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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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Tencap Wealth Coaching

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

South Jordan, UT

Services provided

50% Financial Consulting

50% Financial Advising & Planning

Focus Areas

30% Financial Forecast Consultants

30% Financial Risk Advisory Consultants

30% Profitability Consultants +1

10% Cost Reduction Consulting

Tencap Wealth Coaching is a Financial Advising & Planning and Financial Consulting company. Founded in 2022, the team offers Financial Advising & Planning and Financial Consulting.
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Elune Financial

Not yet reviewed

$5,000+

$25 - $49 / hr

10 - 49

Guelph, Canada

Services provided

50% Financial Consulting

50% Financial Advising & Planning

Focus Areas

55% Financial Forecast Consultants

45% Cost Reduction Consulting

Financial Advising & Planning and Financial Consulting company Elune Financial focuses on Financial Advising & Planning and Financial Consulting. They are based in Guelph, Canada.
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SFinoword

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Mumbai, India

Services provided

100% Financial Consulting

Focus Areas

100% Financial Forecast Consultants

SFinoword, a Financial Consulting company, was launched in 2020. The team offers Financial Consulting.
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McKenna Fund

Not yet reviewed

$5,000+

$25 - $49 / hr

10 - 49

Kitchener, Canada

Services provided

50% Financial Consulting

50% Financial Advising & Planning

Focus Areas

100% Financial Forecast Consultants

McKenna Fund, a small Financial Advising & Planning and Financial Consulting company, is based in Kitchener, Canada. The team offers Financial Advising & Planning and Financial Consulting.
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ARAA Solutions Inc.

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Ajax, Canada

Services provided

50% Financial Consulting

30% Fractional CFO Services

20% Business Consulting

Focus Areas

50% Financial Forecast Consultants

25% Cost Reduction Consulting

25% Pricing Consulting

ARAA Solutions Inc., a Financial Consulting company, offers Financial Consulting and Fractional CFO Services. The agency is located in Ajax, Canada.
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Valuefy

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

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

Financial Advising & Planning and Financial Consulting company Valuefy was founded in 2010. The company provides Financial Advising & Planning and Financial Consulting, and is midsize.
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Lighthouse Consultants

Not yet reviewed

$5,000+

$150 - $199 / hr

2 - 9

London, England

Services provided

10% Financial Consulting

30% Business Consulting

20% Finance & Accounting Outsourcing (FAO) +7

10% Business Valuation Services

5% Accounting

5% Business Continuity Management

5% Compliance Consulting

5% Environmental Consulting

5% Litigation Support Services

5% Logistics & Supply Chain Consulting

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

Business Consulting company Lighthouse Consultants is based in London, England. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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Texas Financial Advisory

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Antonio, TX

Services provided

50% Financial Consulting

50% Financial Advising & Planning

Focus Areas

35% Financial Forecast Consultants

35% Financial Risk Advisory Consultants

20% Profitability Consultants +1

10% Cost Reduction Consulting

Founded in 2008, Texas Financial Advisory is a small Financial Advising & Planning and Financial Consulting company. Their services include Financial Advising & Planning and Financial Consulting.
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E2E Accounting

Not yet reviewed

$1,000+

Undisclosed

250 - 999

Oxford, England

Services provided

20% Financial Consulting

40% Accounting

20% Commercial Financing +1

20% Financial Advising & Planning

Focus Areas

40% Financial Forecast Consultants

20% Financial Risk Advisory Consultants

20% Pricing Consulting +1

20% Profitability Consultants

E2E Accounting, an Accounting company, is headquartered in Oxford, England. Their services include Accounting and Commercial Financing.
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