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Home Consulting Financial Consulting United States New York City

Top Financial Consultants in New York City

Ratings Updated: January 20, 2026
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9 Leaders 15 Contenders

175 Companies

Country: United States
State: New York
City: New York City
Services: Financial Consulting

List of the Top New York City Financial Consulting Firms

  • Gaussian Consulting Logotype

    5.0 2 reviews
    $25,000+
    Undisclosed
    2 - 9
    Brooklyn, NY

    Services provided

    10% Financial Consulting
    55% Business Consulting
    15% IT Strategy Consulting +2 services
    10% Market Research
    10% Marketing Strategy

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

    See all 2 projects

    Reviews mention Well-organized projects

    Clients have consistently praised Gaussian Consulting for their well-organized project management. One CEO highlighted the company's structured approach, stating that Gaussian provided 'a lot of structure and logic' often lacking in product strategy. The effective collaboration between teams was also noted, with feedback indicating a smooth workflow and positive outcomes, as evidenced by the profitable products chosen through their guidance.
    • Strategy Consulting for Design Studio Startup
      5.0 Aug 26, 2022

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

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    Industry Experience

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

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    Design Consumer Products

    Average Project Cost Breakdown

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

    What Clients Have Said

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

    4.6 20 reviews
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    35% Financial Consulting
    45% Funding & Investment
    15% Financial Advising & Planning +1 service
    5% Other Marketing

    leadforce.info is a company specializing in lead generation and investor outreach services. Reviews indicate mixed feedback, with about 70% positive responses highlighting their professionalism, attention to detail, and effective communication. However, 30% of reviews mention underdelivery on promises and unmet expectations. Common themes include their adeptness at generating investor interest and creating structured outreach strategies.

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    Reviews mention High-quality work

    Clients consistently praised Leadforce.info for their high-quality work and effective communication. One client noted 'high quality' deliverables, while another emphasized 'efficiency and quality of the output.' The team demonstrated strong project management, delivering on time and maintaining excellent client relations. Feedback highlighted Roksolana's exceptional contributions, with clients expressing satisfaction in achieving measurable outcomes, including significant investor connections and successful outreach campaigns.
    • Email & Social Media Marketing for Job-Finding Company
      4.5 Oct 11, 2024

      They are a rare company in that the service they provided was very valuable, and that service was exactly what they said they would do prior to starting the project.

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    • Email Marketing & SMM for Fashion Company
      4.0 Jun 20, 2024

      On time, On Budget, High quality. Follow through and delivery.

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    3 of 4 reviews are 5 stars
    Less than $10,000 avg. project cost

    Reviewed 4 times in the past 6 months

    Recent reviews of leadforce.info indicate a mixed sentiment. While one client praised their attention to detail and timely deliverables, another expressed significant dissatisfaction, noting unmet promises regarding investor meeting arrangements. A client highlighted the effective lead generation and supportive approach, contributing to successful capital raising. Overall, feedback reveals strengths in communication and personalization, but also concerns regarding deliverables and project outcomes, suggesting variability in client experiences over the past six months.
    Read 4 Recent Reviews

    Industry Experience

    Leadforce.info has demonstrated strong expertise primarily in the Food & Beverage, Business Services, and Consumer Products industries, receiving positive feedback for their lead generation and capital-raising capabilities. Clients noted their effective communication and timely deliverables across various projects. In sectors like Manufacturing and Healthcare, they have positively impacted investor outreach and brand awareness. However, a review from the Supply Chain industry indicated a significant shortfall in promised deliverables. Overall, Leadforce.info is well-suited for clients in Food & Beverage and Consumer Products.

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    Select Industry to see insights

    Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services

    Average Project Cost Breakdown

    Less than $10,000 (15)

    What Clients Have Said

    Overall, clients commend Leadforce.info for their cost-effectiveness and value for money. Many reviews highlight that the pricing aligns well with client budgets, with one stating it provides 'good value for cost.' Another client noted that their fees were 'more than covered by investment dollars produced.' However, there was one instance where a client expressed dissatisfaction with deliverables, suggesting inconsistency in meeting expectations. Overall, the sentiment is largely positive regarding value and affordability.
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  • Price Reporter Inc. Logotype

    5.0 2 reviews
    Undisclosed
    $150 - $199 / hr
    10 - 49
    Englewood, NJ

    Services provided

    10% Financial Consulting
    30% Business Consulting
    15% Custom Software Development +4 services
    15% Logistics & Supply Chain Consulting
    10% CRM Consulting and SI
    10% Contract Manufacturing
    10% ERP Consulting and SI

    Price Reporter Inc. is a company specializing in handling large volume orders, catalog management, and government procurement. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their efficiency and ability to anticipate challenges, ensuring projects are completed on time or early. Their commitment to client success is notably impressive.

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    Industry Experience

    Price Reporter Inc. has demonstrated strong expertise in the retail and government contracting sectors. Their proficiency in managing large-volume orders and navigating governmental procurement processes has garnered positive feedback, highlighting their reliability and efficiency. Clients appreciate their proactive approach to challenges and effective communication. Overall, the sentiment is highly favorable, indicating that Price Reporter Inc. is particularly well-suited for projects within the retail and government industries.

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    Select Industry to see insights

    Retail

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients generally perceive Price Reporter Inc. as offering excellent value for money, with one VP noting their extensive experience and effective service in handling large orders and government procurement. The timely completion of projects and proactive management of challenges were highlighted as key strengths. A client remarked on the company's genuine care for client success, indicating a strong commitment to delivering value without any noted areas for improvement.
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  • Spear CPA CFP Logotype

    5.0 11 reviews
    $1,000+
    $100 - $149 / hr
    2 - 9
    New York, NY

    Services provided

    10% Financial Consulting
    80% Accounting
    10% Business Consulting

    Spear CPA CFP is a comprehensive accounting firm offering services such as bookkeeping, tax preparation, financial planning, and business consulting. Across their reviews, clients consistently praise their professionalism, responsiveness, and expertise, with 100% expressing satisfaction. Notably, Spear CPA CFP's ability to navigate complex financial situations effectively and their proactive communication are highlighted as key strengths by clients.

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    Reviews mention Results-oriented

    Clients express a strong sentiment of satisfaction regarding Spear CPA CFP's results-oriented approach. One attorney noted the firm's ability to enhance efficiency and accessibility, stating, 'You’ll become more efficient just by working with them.' The feedback highlights their professionalism and competence, with clients appreciating their understanding of industry needs. A consistent theme in reviews is the firm's commitment to results, making them a preferred partner for financial consulting.
    • Tax and Financial Services for Law Firm
      5.0 Dec 12, 2022

      Spear CPA CFP is always on the cutting edge of making their business run smoother and easier for their clients. They understood our industry and what I needed when we first started together, and it’s never felt like I’ve needed to explain anything to them. You should work with them because they’re excellent and very results-oriented. You’ll become more efficient just by working with them, and you’ll be able to step into the 21st century with technology and access everything faster.

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    Industry Experience

    Spear CPA CFP has garnered positive feedback across several industries, including Manufacturing, Consumer Products, Legal, Construction, Financial Services, and Advertising & Marketing. Clients praise their responsiveness, expertise in tax planning, and seamless integration into existing business operations. In Manufacturing and Consumer Products, they excelled in managing complex financial structures and securing loans during crises. The overall sentiment highlights their professionalism and adaptability, making them a strong fit for businesses seeking reliable accounting and financial guidance.

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    Select Industry to see insights

    Financial services Manufacturing Consumer Products Legal Construction Business services Advertising & marketing

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients express high satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted a significant return on their investment, stating, "whatever I’ve paid them has been worth the money." Another emphasized their ability to save clients money through strategic advice, leading to repeat business. Overall, feedback indicates that Spear CPA CFP delivers exceptional service relative to their pricing, with numerous clients recommending them for their responsiveness and professionalism.
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    New York City, New York (7) Brooklyn, New York (1) Kingston, New York (1) Mount Vernon, New York (1) Rochester, New York (1)
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  • Imperial Advisory, CFOs Logotype

    4.8 2 reviews
    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Services provided

    10% Financial Consulting
    80% Financial Advising & Planning
    10% Business Consulting

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

    See all 2 projects

    Reviews mention Professional

    Clients consistently commend Imperial Advisory, CFOs for their professionalism and high-quality deliverables. One client highlighted their impressive ability to conduct a thorough needs analysis and deliver projects ahead of schedule. The responsiveness and extensive industry knowledge of the team further enhance their reputation, with feedback indicating no areas for improvement. Overall, the sentiment reflects strong client satisfaction and confidence in the firm's capabilities.
    • Business Consulting for Executive Search Firm
      4.5 Oct 14, 2023

      We're impressed with their professionalism, high-quality work, and extensive industry knowledge.

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    Industry Experience

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

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    Select Industry to see insights

    Chemicals & Biotechnology Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

    Financial Consulting project highlight

    Business Consulting for Executive Search Firm

    4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more
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  • Greyson Tax & Consulting Logotype

    5.0 1 review
    $1,000+
    $100 - $149 / hr
    10 - 49
    Hoboken, NJ

    Services provided

    10% Financial Consulting
    75% Accounting
    15% Business Consulting

    Greyson Tax & Consulting is a tax consulting and bookkeeping firm specializing in managing personal and business taxes, bookkeeping, and corporate structuring. The company is praised for its professional service, effective communication, and significant cost-saving impact; 100% of reviews highlight satisfaction with their timely responsiveness and knowledgeable guidance, emphasizing their ability to improve business operations.

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    Industry Experience

    Greyson Tax & Consulting has demonstrated expertise primarily in the real estate sector, providing significant support in tax structuring and bookkeeping. Clients have praised their timely communication and knowledge, noting substantial tax savings, such as $30,000 in one instance. Overall sentiment from the real estate industry indicates a high level of satisfaction, making Greyson Tax & Consulting a strong candidate for businesses seeking reliable tax and consulting services in this field.

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    Select Industry to see insights

    Real estate

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed strong satisfaction with Greyson Tax & Consulting's value for money, noting significant cost savings. One client reported saving approximately $30,000 in taxes due to their expertise, indicating that the services provided more than justify the costs. The timely communication and comprehensive support further enhance their perceived value, leading clients to recommend trusting the firm's guidance for optimal financial outcomes.
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    Hoboken, NJ

    221 River St 9th Fl
    Hoboken, NJ 07030

    2 - 5

    614-662-4778

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  • BestCFO Logotype

    5.0 1 review
    $1,000+
    < $25 / hr
    10 - 49
    new york, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Consulting +2 services
    20% Financial Advising & Planning
    20% Fractional CFO Services

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

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    Industry Experience

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

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    Financial services

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have praised BestCFO for its competitive pricing and the value it delivers. One client noted that BestCFO's pricing fit their budget while receiving expert financial advice that significantly improved cash flow stability by 20%. Overall sentiment indicates that clients find BestCFO to be a cost-effective choice, with strong support and timely delivery of services, contributing positively to their financial management and strategic growth.
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    1 of 1 New York City-based review is 5 stars
    Less than $10,000 avg. project cost for Financial Consulting services in New York City

    New York City-based Financial Consulting project highlight

    Financial Advising Services for Tax & Accounting Firm

    5.0 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. Read more
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  • Real Assistance, Inc. Logotype

    5.0 1 review
    $1,000+
    < $25 / hr
    10 - 49
    New York, NY

    Services provided

    10% Financial Consulting
    70% Back Office Outsourcing
    20% Business Consulting

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

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    Industry Experience

    Real Assistance, Inc. has received positive feedback primarily from the real estate industry, where they provided services such as data entry, research, and virtual assistance. Clients commend their timely delivery, effective communication, and overall value, indicating a strong reliability and positive impact on operational efficiency. The company's expertise in administrative functions makes them a suitable partner for businesses seeking streamlined support in the real estate sector.

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    Real estate

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently highlight Real Assistance, Inc.'s competitive pricing as a significant advantage. One COO noted they selected the company for its 'good value for cost,' reflecting overall satisfaction with the financial aspect of their services. Additionally, there were no complaints regarding pricing, indicating clients feel they receive quality service that justifies the expense. Overall, feedback suggests that Real Assistance, Inc. provides commendable value for money.
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  • bluhalo io Ltd Logotype

    5.0 11 reviews
    $1,000+
    $300+ / hr
    2 - 9
    New York, NY

    Services provided

    10% Financial Consulting
    80% Business Consulting
    10% Marketing Strategy

    Cactus is a finance consultancy specializing in financial consulting services, offering expertise in financial analysis and financial planning. Reviews highlight the company's transformational impact on clients' financial strategies, with 100% positive feedback emphasizing exceptional project management and industry insights. Notably, 100% of reviewers praised Cactus for delivering transformative results and effective virtual communication.

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    1 of 1 Financial Consulting reviews are 5 stars
    1 new review for Financial Consulting in past 6 months
    Less than $10,000 avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Financial Consulting for B2B Marketing Company

    5.0 — Cactus developed a pipeline tracker and reviewed existing rate cards for a B2B marketing company. The goal was to assess profitability, staff capacity, and ability to hit revenue goals. Read more
    Read 1 Review

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently express satisfaction with Cactus's value for money, noting significant returns on investment. For instance, one client stated, "the investment into their services is possibly the best money I have ever spent," reflecting overall positive sentiment. Another mentioned that their business experienced a 300% revenue growth, crediting Cactus's strategic guidance. Clients frequently highlight that Cactus's pricing aligns well with their budgets while delivering exceptional insights and support, reinforcing the perception of high value at a reasonable cost.
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    England (7) Scotland (1)

    New York, NY

    One World Trade Centre
    New York, NY 10007

    1

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  • GBFS International Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    50% Financial Consulting
    50% Financial Advising & Planning

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

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  • Wei, Wei & Co., LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York , NY

    Services provided

    40% Financial Consulting
    50% Accounting
    10% Business Consulting

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

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  • Pro Business Plans Logotype

    5.0 3 reviews
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    30% Financial Consulting
    35% Business Consulting
    20% Funding & Investment +1 service
    15% Fractional CFO Services

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

    See all 3 projects
    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
    Read 1 Review

    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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    Select Industry to see insights

    IT Services

    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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  • The Debt Relief Co Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Staten Island, NY

    Services provided

    50% Financial Consulting
    50% Financial Advising & Planning

    Small Financial Advising & Planning and Financial Consulting company The Debt Relief Co, is located in Staten Island, New York. The team offers Financial Advising & Planning and Financial

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  • Alliance Global Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    35% Financial Consulting
    35% Funding & Investment
    30% Financial Advising & Planning

    Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.

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  • Mindracer Consulting Logotype

    Not yet reviewed

    $10,000+
    $200 - $300 / hr
    2 - 9
    New York, NY

    Services provided

    40% Financial Consulting
    40% Sales Outsourcing
    10% Business Consulting +1 service
    10% Marketing Strategy

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

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  • Outsourced Accountants Logotype

    Not yet reviewed

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Commercial Financing +2 services
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Advising & Planning

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

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  • Care Reimbursement Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Valley Stream, NY

    Services provided

    45% Financial Consulting
    20% Business Consulting
    15% IT Managed Services +2 services
    10% Social Media Marketing
    10% Web Development

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

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  • Analytic Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    10% Financial Consulting
    30% Marketing Strategy
    25% BI & Big Data Consulting & SI +2 services
    25% Digital Strategy
    10% Business Consulting

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

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    New York, NY

    114 West 41st Street
    New York, NY 10036

    101 - 150

    +1-212-599-7630

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  • US Estimating Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    50 - 249
    Valley Stream, NY

    Services provided

    25% Financial Consulting
    25% Architectural Design
    25% Business Consulting +1 service
    25% Commercial Development

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

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  • Criterion Global: International Media Buying Logotype

    Not yet reviewed

    $250,000+
    Undisclosed
    10 - 49
    Penthouse, NY

    Services provided

    10% Financial Consulting
    50% Media Planning & Buying
    25% Digital Strategy +1 service
    15% Business Consulting

    Criterion Global: International Media Buying, a media planning and buying company, was founded in 2009. The company specializes in Media Planning & Buying and Digital Strategy, and is small.

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  • Global Capital Solution LLC Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    2 - 9
    New York, NY

    Services provided

    25% Financial Consulting
    25% Business Consulting
    25% Compliance Consulting +1 service
    25% Fractional CFO Services

    Global Capital Solution LLC is a Business Consulting company. The New York, New York-based agency was established in 2025. Their services include Business Consulting and Compliance Consulting.

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  • Business Loan Warrior Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Clifton, NJ

    Services provided

    25% Financial Consulting
    25% Accounting
    25% Financial Advising & Planning +1 service
    25% Funding & Investment

    Business Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.

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  • Outsourced Accountants Oman Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Valuation Services +2 services
    20% Finance Law
    20% Financial Advising & Planning

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

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  • Passive Advantage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    River Edge, NJ

    Services provided

    25% Financial Consulting
    30% Commercial Financing
    25% Financial Advising & Planning +1 service
    20% Business Consulting

    Passive Advantage is a Commercial Financing company. They were established in 2021 and offer Commercial Financing and Financial Advising & Planning.

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  • Cedar Management Consulting International Logotype

    Not yet reviewed

    $50,000+
    $300+ / hr
    50 - 249
    New York, NY

    Services provided

    10% Financial Consulting
    50% IT Strategy Consulting
    15% Business Consulting +4 services
    10% Cloud Consulting & SI
    5% BI & Big Data Consulting & SI
    5% CRM Consulting and SI
    5% ERP Consulting and SI

    Cedar Management Consulting International is an IT strategy consulting company located in New York, New York and Mumbai, India. The team offers IT strategy consulting and Business Consulting.

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  • 3d Cube Bpo Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    50 - 249
    New York, NY

    Services provided

    10% Financial Consulting
    30% Finance & Accounting Outsourcing (FAO)
    20% Business Consulting +4 services
    15% HR Consulting
    15% HR Outsourcing
    5% ERP Consulting and SI
    5% IT Strategy Consulting

    3d Cube Bpo is a Finance & Accounting Outsourcing (FAO) company founded in 2017. The company focuses on Finance & Accounting Outsourcing (FAO) and Business Consulting.

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  • Advention Business Partners Logotype

    Not yet reviewed

    $50,000+
    $200 - $300 / hr
    50 - 249
    New York, NY

    Services provided

    10% Financial Consulting
    50% Marketing Strategy
    40% Business Consulting

    Headquartered in Paris, France and New York, New York, Advention Business Partners is a Marketing Strategy company. They offer Marketing Strategy and Business Consulting.

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    New York, NY

    28 West 44th Street
    New York, NY 10036

    6 - 9

    +1 917 750 4475

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  • Davidoff Accounting & Tax Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Floral Park, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Business Consulting +2 services
    20% Corporate Law
    20% Tax Law

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

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  • Opus Fund Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    70% Financial Consulting
    10% Business Consulting
    10% Commercial Financing +1 service
    10% Funding & Investment

    Opus Fund Services is a Financial Consulting company. The firm is based in New York, New York. Their team provides Financial Consulting and Business Consulting.

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  • Oxford Economics Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    50% Financial Consulting
    50% Business Consulting

    Business Consulting and Financial Consulting company Oxford Economics was founded in 1981. The team specializes in Business Consulting and Financial Consulting.

    Read more

    New York, NY

    5 Hanover Sq, Eighth floor
    New York, NY 10004

    41 - 49

    See All Locations (2)
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  • Candid Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    100% Financial Consulting

    Candid is a midsize New York, New York-based Financial Consulting company. Their services include Financial Consulting.

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  • Reorg Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    100% Financial Consulting

    Reorg is a midsize Financial Consulting company. They provide Financial Consulting and were established in 2012.

    Read more

    New York, NY

    11 East 26th Street, 12th Floor
    New York, NY 10010

    151 - 200

    +1 212-588-8890

    See All Locations (3)
    View Profile
  • MIAC - Mortgage Industry Advisory Corporation Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    80% Financial Consulting
    20% Commercial Financing

    MIAC - Mortgage Industry Advisory Corporation is a midsize New York, New York-based Financial Consulting company. The team focuses on Financial Consulting and Commercial Financing.

    Read more
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  • Verisk Maplecroft Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    100% Financial Consulting

    Verisk Maplecroft is a Financial Consulting company. Their midsize team is based in Bath, England and London, England. Their services include Financial Consulting.

    Read more

    New York, NY

    452 Fifth Avenue
    New York, NY 10018

    2 - 5

    See All Locations (3)
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  • iRCM, Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Brooklyn, NY

    Services provided

    10% Financial Consulting
    45% Back Office Outsourcing
    25% Insurance Services & Brokers +1 service
    20% Business Consulting

    Launched in 2011, iRCM, Inc is a Back Office Outsourcing company. Their team provides Back Office Outsourcing and Insurance Services & Brokers.

    Read more
    View Profile
  • Prosolve CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Hackensack, NJ

    Services provided

    25% Financial Consulting
    25% Accounting
    25% Financial Advising & Planning +1 service
    25% Fractional CFO Services

    Launched in 2024, Prosolve CPA is a small Accounting company located in Hackensack, New Jersey. Their team provides Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Agency CPAs Logotype

    Not yet reviewed

    $5,000+
    Undisclosed
    2 - 9
    Jersey City, NJ

    Services provided

    10% Financial Consulting
    80% Accounting
    10% Business Valuation Services

    Accounting company Agency CPAs is located in Jersey City, New Jersey. The team focuses on Accounting and Business Valuation Services.

    Read more
    View Profile
  • MCBtax Logotype

    Not yet reviewed

    $1,000+
    $300+ / hr
    2 - 9
    Brooklyn, NY

    Services provided

    10% Financial Consulting
    80% Accounting
    10% Business Consulting

    MCBtax is an Accounting company. They are in Brooklyn, New York and have small team. Their services include Accounting and Business Consulting.

    Read more
    View Profile
  • Law Office Systems, Inc. Logotype

    Not yet reviewed

    Undisclosed
    $200 - $300 / hr
    2 - 9
    Montclair, NJ

    Services provided

    10% Financial Consulting
    50% Business Consulting
    25% IT Strategy Consulting +1 service
    15% Accounting

    Law Office Systems, Inc. Is a small Business Consulting company founded in 1985. Their team offers Business Consulting and IT strategy consulting.

    Read more
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  • Berdon Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Services provided

    30% Financial Consulting
    40% Accounting
    30% Business Consulting

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

    Read more
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  • Liv Data LLC Logotype

    Not yet reviewed

    $25,000+
    $300+ / hr
    2 - 9
    New York, NY

    Services provided

    20% Financial Consulting
    20% Accounting
    20% Finance & Accounting Outsourcing (FAO) +2 services
    20% Financial Advising & Planning
    20% Fractional CFO Services

    Liv Data LLC, a Finance & Accounting Outsourcing (FAO) company, was established in 2023. The small team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.

    Read more
    View Profile
  • Grapidly Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    2 - 9
    New York, NY

    Services provided

    10% Financial Consulting
    50% Marketing Strategy
    40% Business Consulting

    Grapidly is a small Marketing Strategy company founded in 2005. Their services include Marketing Strategy and Business Consulting.

    Read more
    View Profile
  • JPT Financial Solutions Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Bogota, NJ

    Services provided

    10% Financial Consulting
    80% Accounting
    10% Business Consulting

    JPT Financial Solutions Inc. Is an Accounting company. The team provides Accounting and Business Consulting and is in Bogota, New Jersey.

    Read more
    View Profile
  • Principal Media Communications, LLC Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    2 - 9
    New York, NY

    Services provided

    10% Financial Consulting
    20% Advertising
    20% Media Planning & Buying +4 services
    20% Pay Per Click
    10% Business Consulting
    10% Content Marketing
    10% Social Media Marketing

    Advertising company Principal Media Communications, LLC is located in New York, New York. Launched in 2017, the team focuses on Advertising and Media Planning & Buying.

    Read more
    View Profile
  • Kweku Strategies Inc Logotype

    Not yet reviewed

    $5,000+
    $200 - $300 / hr
    2 - 9
    New Rochelle, NY

    Services provided

    10% Financial Consulting
    20% Business Consulting
    20% IT Strategy Consulting +7 services
    15% Commercial Development
    10% Business Continuity Management
    5% AI Consulting
    5% CRM Consulting and SI
    5% Cloud Consulting & SI
    5% Digital Strategy
    5% Marketing Strategy

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

    Read more
    View Profile
  • Stonewater Partners Logotype

    Not yet reviewed

    $75,000+
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    10% Financial Consulting
    90% Business Consulting

    Stonewater Partners, a small Business Consulting company, is based in New York, New York and London, England. The team provides Business Consulting and Financial Consulting.

    Read more
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  • Scale CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Jersey City, NJ

    Services provided

    10% Financial Consulting
    50% Accounting
    15% Financial Advising & Planning +2 services
    15% Fractional CFO Services
    10% Marketing Strategy

    Accounting company Scale CPA was launched in 2021. Located in Jersey City, New Jersey, the team provides Accounting and Financial Advising & Planning.

    Read more
    View Profile
  • Nonprofit New York Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    100% Financial Consulting

    Founded in 1984, Nonprofit New York is a small New York, New York-based Financial Consulting company. Their services include Financial Consulting.

    Read more
    View Profile
  • KANERAI Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    60% Financial Consulting
    20% AI Development
    20% BI & Big Data Consulting & SI

    KANERAI is a Financial Consulting company launched in 2009. The team focuses on Financial Consulting and BI & big data consulting & SI and is based in New York, New York.

    Read more
    View Profile
  • Club Vita Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Hoboken, NJ

    Services provided

    60% Financial Consulting
    40% Insurance Services & Brokers

    Club Vita, a Financial Consulting company, was founded in 2008. They offers Financial Consulting and Insurance Services & Brokers.

    Read more

    Hoboken, NJ

    221 River Street, 9th Floor
    Hoboken, NJ 07030

    2 - 5

    See All Locations (3)
    View Profile

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Ability to deliver
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Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Gaussian Consulting
2 leadforce.info
3 Price Reporter Inc.
4 Spear CPA CFP
5 Imperial Advisory, CFOs
6 Greyson Tax & Consulting
7 BestCFO
8 Real Assistance, Inc.
9 bluhalo io Ltd

List of the Top 9 New York City Financial Consulting Firms

  1. Gaussian Consulting Logotype

    Gaussian Consulting

    $25,000+
    Undisclosed
    2 - 9
    Brooklyn, NY

    Ability to deliver

    31.8/40.0
    16.2/20 Reviews
    9.7/10 Clients & Experience
    6/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  2. leadforce.info Logotype

    leadforce.info

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    27.3/40.0
    16.2/20 Reviews
    6.5/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    35% Financial Consulting
    65% Other
    View Profile Visit Website
  3. Price Reporter Inc. Logotype

    Price Reporter Inc.

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Englewood, NJ

    Ability to deliver

    26.1/40.0
    16.2/20 Reviews
    3.7/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  4. Spear CPA CFP Logotype

    Spear CPA CFP

    $1,000+
    $100 - $149 / hr
    2 - 9
    New York, NY

    Ability to deliver

    24.4/40.0
    16.2/20 Reviews
    3/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  5. Imperial Advisory, CFOs Logotype

    Imperial Advisory, CFOs

    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Ability to deliver

    23.2/40.0
    15.6/20 Reviews
    2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  6. Greyson Tax & Consulting Logotype

    Greyson Tax & Consulting

    $1,000+
    $100 - $149 / hr
    10 - 49
    Columbus, OH

    Ability to deliver

    22.7/40.0
    16.2/20 Reviews
    1.6/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  7. BestCFO Logotype

    BestCFO

    $1,000+
    < $25 / hr
    10 - 49
    new york, NY

    Ability to deliver

    20.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Consulting
    80% Other
    View Profile Visit Website
  8. Real Assistance, Inc. Logotype

    Real Assistance, Inc.

    $1,000+
    < $25 / hr
    10 - 49
    New York, NY

    Ability to deliver

    20.8/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  9. bluhalo io Ltd Logotype

    bluhalo io Ltd

    $1,000+
    $300+ / hr
    2 - 9
    London, England

    Ability to deliver

    28.2/40.0
    16.4/20 Reviews
    6.2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  10. GBFS International Logotype

    GBFS International

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    50% Financial Consulting
    50% Other
    View Profile Visit Website
  11. Wei, Wei & Co., LLP Logotype

    Wei, Wei & Co., LLP

    Undisclosed
    Undisclosed
    50 - 249
    New York , NY

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    40% Financial Consulting
    60% Other
    View Profile Visit Website
  12. Pro Business Plans Logotype

    Pro Business Plans

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    22.1/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    30% Financial Consulting
    70% Other
    View Profile Visit Website
  13. The Debt Relief Co Logotype

    The Debt Relief Co

    Undisclosed
    Undisclosed
    2 - 9
    Staten Island, NY

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Consulting
    50% Other
    View Profile Visit Website
  14. Alliance Global Partners Logotype

    Alliance Global Partners

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

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

    Service focus

    35% Financial Consulting
    65% Other
    View Profile Visit Website
  15. Mindracer Consulting Logotype

    Mindracer Consulting

    $10,000+
    $200 - $300 / hr
    2 - 9
    New York, NY

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    40% Financial Consulting
    60% Other
    View Profile Visit Website
  16. Outsourced Accountants Logotype

    Outsourced Accountants

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Ability to deliver

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

    Service focus

    20% Financial Consulting
    80% Other
    View Profile Visit Website
  17. Care Reimbursement Logotype

    Care Reimbursement

    $1,000+
    Undisclosed
    10 - 49
    Valley Stream, NY

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    45% Financial Consulting
    55% Other
    View Profile Visit Website
  18. Analytic Partners Logotype

    Analytic Partners

    Undisclosed
    Undisclosed
    250 - 999
    Miami, FL

    Ability to deliver

    6.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.8/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  19. US Estimating Logotype

    US Estimating

    $1,000+
    $25 - $49 / hr
    50 - 249
    Valley Stream, NY

    Ability to deliver

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

    Service focus

    25% Financial Consulting
    75% Other
    View Profile Visit Website
  20. Criterion Global: International Media Buying Logotype

    Criterion Global: International Media Buying

    $250,000+
    Undisclosed
    10 - 49
    Penthouse, NY

    Ability to deliver

    6.9/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% Financial Consulting
    90% Other
    View Profile Visit Website
  21. Global Capital Solution LLC Logotype

    Global Capital Solution LLC

    $5,000+
    $150 - $199 / hr
    2 - 9
    New York, NY

    Ability to deliver

    5.4/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Financial Consulting
    75% Other
    View Profile Visit Website
  22. Business Loan Warrior Logotype

    Business Loan Warrior

    Undisclosed
    Undisclosed
    10 - 49
    Clifton, NJ

    Ability to deliver

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

    Service focus

    25% Financial Consulting
    75% Other
    View Profile Visit Website
  23. Outsourced Accountants Oman Logotype

    Outsourced Accountants Oman

    $10,000+
    $100 - $149 / hr
    50 - 249
    New York, NY

    Ability to deliver

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

    Service focus

    20% Financial Consulting
    80% Other
    View Profile Visit Website
  24. Passive Advantage Logotype

    Passive Advantage

    Undisclosed
    Undisclosed
    2 - 9
    River Edge, NJ

    Ability to deliver

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

    Service focus

    25% Financial Consulting
    75% Other
    View Profile Visit Website

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