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Home Consulting Financial Consulting United States New York City

Top Financial Consultants in New York City

Ratings Updated: July 26, 2026
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183 Companies

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

List of the Top New York City Financial Consulting Firms

  • Mindracer Consulting Logotype

    Not yet reviewed

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

    Services provided

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

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

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  • 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.

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    Reviews mention High-quality work

    Clients consistently praise Gaussian Consulting for delivering high-quality work, emphasizing their structured and logical approach to product strategy. One client highlighted that Gaussian's facilitation led to profitable product choices, while another noted that their financial strategy enabled sustained growth and cash flow. Overall, feedback reflects a strong sentiment of satisfaction with Gaussian's ability to provide valuable insights and effective solutions, with no reported areas for improvement.
    • Consulting for Consumer Transportation Company
      5.0 Aug 19, 2022

      But with Gaussian's advice, we were able to design and scale award-winning products that customers love while creating profits and cash.

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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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    Select Industry to see insights

    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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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    NYC-based clients emphasize Gaussian's strong advisory support in complex projects, from financial strategy to product prioritization, delivering measurable success and confidence in future growth.
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  • leadforce.info Logotype

    4.6 21 reviews
    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

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

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

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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, leadforce.info has received positive feedback for their effective lead generation services, successfully sourcing investor contacts that resulted in approximately £250,000 in funding for clients. A legal tech innovator noted their excellent project management and timely delivery, emphasizing the team's responsiveness and alignment with client values. Overall, clients have expressed high satisfaction, with no notable areas for improvement identified.
    Read 1 Recent Review

    Industry Experience

    Leadforce.info has garnered positive feedback across various industries, particularly in Information Technology, Food & Beverage, and Business Services. Clients praised their expertise in lead generation, effective communication, and project management, noting significant impacts on capital raising efforts and investor engagement. While the sentiment is largely favorable, feedback from the Supply Chain and Logistics industry highlighted areas for improvement in deliverables. Overall, Leadforce.info is well-suited for organizations seeking investor outreach and business development in technology, food, and services sectors.

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

    Average Project Cost Breakdown

    Less than $10,000 (15)

    What Clients Have Said

    Overall, client feedback on leadforce.info highlights a mixed sentiment regarding cost and value for money. Many clients appreciate the company's pricing as fitting their budget and providing good value, noting effective lead generation and supportive project management. For example, one client mentioned they secured substantial investment due to leadforce.info's efforts. However, some reviews indicate dissatisfaction with deliverables, suggesting that the perceived value may not always align with expectations. Therefore, while many find the service cost-effective, others caution against potential underdelivery.
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    United States (10) England (4) Sweden (1) Switzerland (1)
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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 providing services such as bookkeeping, tax preparation, financial planning, and business consulting. Based on the reviews, 100% of clients expressed satisfaction, highlighting their professionalism, responsiveness, and expertise. Approximately 75% of the reviewers mentioned the firm's capability in offering valuable tax advice and savings, making them a reliable partner for financial management.

    See all 11 projects

    Reviews mention Well-organized projects

    Clients have praised Spear CPA CFP for their well-organized project management, highlighting their accessibility and ability to keep projects on track. One client noted, "They’re very organized, and they’re super accessible over the phone, through Zoom, and face-to-face." Additionally, the consistent completion of quarterly filings reinforces their reliability. Overall, the sentiment reflects satisfaction with their structured approach and dedication to client needs.
    • Accounting & Financial Services for Marketing Agency
      5.0 Dec 8, 2020

      They’re very organized, and they’re super accessible over the phone, through Zoom, and face-to-face. I rely on them to keep things moving forward, and they always keep everything on track. The quarterly filings are always completed, as is everything else that needs to be done.

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    Industry Experience

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

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    Select Industry to see insights

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

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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)

    Review Rating from Clients

    4.9/5.0

    Quality

    4.9

    Schedule

    5.0

    Cost

    4.8

    Willing to Refer

    5.0

    Local clients highlight Spear CPA CFP's deep industry knowledge, proactive communication, and trustworthiness. They value their ability to manage intricate tax strategies, streamline bookkeeping, and provide strategic advice across various sectors, ensuring compliance and financial efficiency.
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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.

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    Reviews mention Knowledgeable

    Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.
    • 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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    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

    New York City-based Financial Consulting project highlight

    Business Consulting for Executive Search Firm

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

    Review Rating from Clients

    4.8/5.0

    Quality

    4.8

    Schedule

    5.0

    Cost

    4.5

    Willing to Refer

    4.8

    Local clients commend Imperial Advisory for their expertise in financial strategy, including P&L modeling and forecasting. They emphasize the firm's professionalism, quick turnaround, and personalized service, which consistently results in measurable improvements and well-managed projects across diverse financial needs.
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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 and bookkeeping firm providing comprehensive financial services such as tax optimization, bookkeeping, and business structuring. With 100% positive feedback, clients praise their expertise and timely communication, attributing significant tax savings, such as $30,000 in one year, to their strategic guidance.

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    Industry Experience

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

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    Real estate

    Average Project Cost Breakdown

    What Clients Have Said

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

    221 River St 9th Fl
    Hoboken, NJ 07030

    2 - 5

    614-662-4778

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  • Liv Data LLC Logotype

    5.0 2 reviews
    $25,000+
    $300+ / hr
    2 - 9
    New York, NY

    Services provided

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

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

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    2 of 2 reviews are 5 stars
    Unknown avg. project cost

    Reviewed 2 times in the past 6 months

    In the past six months, Liv Data LLC has received positive feedback for their expertise in financial consulting and AI integration. Clients highlighted their quick response times, disciplined project management, and deep understanding of industry-specific challenges. For instance, one client noted significant operational improvements leading to enhanced gross margins and EBITDA. Overall, the sentiment is highly favorable, with no reported areas for improvement.
    Read 2 Recent Reviews

    Average Project Cost Breakdown

    What Clients Have Said

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

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Reviewers in NYC highlight Liv Data LLC's strong financial consulting, strategic advisory, and operational enhancements, emphasizing their deep understanding of finance workflows and effective project management.
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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
    Read Similar Reviews

    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    New York City-based clients praise BestCFO for their financial expertise, streamlining reporting, and strategic advice that increased cash flow by 20%. They highlight timely delivery, clear communication, and a helpful, knowledgeable approach across CFO and financial planning services.
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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 demonstrated expertise primarily in the real estate industry, particularly in NYC property tax abatement filings. Clients have highlighted their strong data entry, processing, and virtual assistant services, noting timely delivery and effective communication. Overall sentiment in this sector is highly positive, with clients expressing satisfaction and intent to continue collaboration, indicating that Real Assistance, Inc. is well-suited for real estate-related projects.

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    Real estate

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

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

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    NYC-based clients commend Real Assistance, Inc. for their consistent quality, punctuality, and excellent communication, making them a trusted partner for administrative and research projects.
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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

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

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    Reviews mention Honest

    Clients commend Cactus for their honesty and transparency throughout the consulting process. One client highlighted, "Our conversations aren’t restrained. We get to the heart of problems... from a place of respect, honesty, and good advice." This sentiment is further reinforced by the overall satisfaction with Cactus’ supportive and accountable approach, fostering trust and open communication. Clients feel reassured and empowered, emphasizing Cactus' genuine commitment to their success.
    • Business Consulting & Marketing Strategy for Branding Agency
      5.0 May 5, 2021

      Cactus has a good business approach and way of working with different people. They're very relational, and we have built good relationships with them. There’s trust and open conversations between us, which I value and respect. Our conversations aren’t restrained. We get to the heart of problems and solving them, and they come from a place of respect, honesty, and good advice.

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    1 of 1 Financial Consulting reviews are 5 stars
    Unknown avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Financial Consulting for B2B Marketing Company

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

    Overall feedback on bluhalo io Ltd indicates a strong alignment between cost and value. Clients frequently mention that their investment has yielded significant returns; for instance, one client stated, "the investment into their services is possibly the best money I have ever spent." Another highlighted that their business doubled in size due to Cactus' support. Clients appreciate the exceptional quality of service relative to cost, with sentiments like, "the quality of their work is exceptional," reinforcing their satisfaction with the pricing structure.
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    England (7) Scotland (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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  • 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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  • Finative Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Brooklyn, NY

    Services provided

    40% Financial Consulting
    30% Accounting
    30% Financial Advising & Planning

    Finative Inc. Is a Financial Consulting company. The team is headquartered in Brooklyn, New York, and their services include Financial Consulting and Financial Advising & Planning.

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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.

    Read more
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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.

    Read more
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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.

    Read more
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  • Spa Ledger Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Queens, NY

    Services provided

    30% Financial Consulting
    40% Accounting
    15% Finance & Accounting Outsourcing (FAO) +2 services
    10% Financial Advising & Planning
    5% Business Consulting

    Launched in 2025, Spa Ledger is a small Accounting company. Their services include Accounting and Financial Consulting.

    Read more
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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.

    Read more

    New York, NY

    28 West 44th Street
    New York, NY 10036

    6 - 9

    +1 917 750 4475

    See All Locations (2)
    View Profile
  • 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.

    Read more
    View Profile
  • Countsure Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Woodbridge Township, NJ

    Services provided

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

    Accounting company Countsure offers Accounting and Tax Law. They were launched in 2021.

    Read more
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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.

    Read more
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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)
    View Profile
  • 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.

    Read more
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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
    View Profile
  • 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)
    View Profile
  • 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
  • The Sage Advisory Group Logotype

    Not yet reviewed

    $5,000+
    $300+ / hr
    10 - 49
    Brooklyn, NY

    Services provided

    20% Financial Consulting
    80% Business Consulting

    The Sage Advisory Group is a Business Consulting company. Established in 2023, the firm is based in Brooklyn, New York. Their team provides Business Consulting and Financial Consulting.

    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
    View Profile
  • 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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  • Aggelakakis & Associates Logotype

    Not yet reviewed

    $10,000+
    $150 - $199 / hr
    10 - 49
    Saddle Brook, NJ

    Services provided

    10% Financial Consulting
    35% Business Consulting
    20% Funding & Investment +3 services
    15% Compliance Consulting
    10% Commercial Development
    10% Financial Advising & Planning

    Aggelakakis & Associates is a Business Consulting company headquartered in Thessaloniki, Greece and Athina, Greece. Their services include Business Consulting and Funding & Investment.

    Read more

    Saddle Brook, NJ

    306 Capitol Street
    Saddle Brook, NJ 07663

    2 - 5

    See All Locations (5)
    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

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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 Liv Data LLC
8 BestCFO
9 Real Assistance, Inc.
10 bluhalo io Ltd

List of the Top 10 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

    27.7/40.0
    16.6/20 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
    Hoboken, NJ

    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. Liv Data LLC Logotype

    Liv Data LLC

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

    Ability to deliver

    20.8/40.0
    16.8/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Financial Consulting
    80% Other
    View Profile Visit Website
  8. 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
  9. 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
  10. bluhalo io Ltd Logotype

    bluhalo io Ltd

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

    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
  11. 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
  12. 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
  13. Pro Business Plans Logotype

    Pro Business Plans

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    21.9/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    30% Financial Consulting
    70% Other
    View Profile Visit Website
  14. 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
  15. 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
  16. 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
  17. 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
  18. 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
  19. Analytic Partners Logotype

    Analytic Partners

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    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
  20. 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
  21. 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
  22. 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
  23. Finative Inc. Logotype

    Finative Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Brooklyn, NY

    Ability to deliver

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

    Service focus

    40% Financial Consulting
    60% Other
    View Profile Visit Website
  24. 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
  25. 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

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