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Home Consulting Financial Consulting United States New York City

Top Financial Consultants in New York City

Ratings Updated: March 21, 2026
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10 Leaders 15 Contenders

176 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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    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

    Brooklyn-based clients praise Gaussian Consulting for their strategic financial and product development expertise, helping companies scale profitable, award-winning products. Their structured approach and market analysis have consistently delivered measurable growth and cash flow improvements for startups and established firms in New York.
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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 Flexible

    Clients have highlighted Leadforce.info's flexibility as a significant asset, noting their commitment to tailoring services to meet specific project needs. One CEO praised their ability to adapt the outreach campaign effectively, stating, 'Their flexibility and commitment to the engagement were impressive.' Overall, the sentiment regarding flexibility is overwhelmingly positive, with clients appreciating the responsive communication and the customized approach to their objectives.
    • Lead Gen & Investor Outreach for AI Technology Company
      4.5 Nov 7, 2022

      The flexibility and commitment to the engagement were impressive, not just the service they provided. We got more than a service provider, we got someone we could trust to help achieve our objective.

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    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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    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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    Review Rating from Clients

    4.5/5.0

    Quality

    5.0

    Schedule

    4.5

    Cost

    5.0

    Willing to Refer

    4.5

    New York City-based Leadforce.info excels in LinkedIn outreach and brand awareness for legal professionals, delivering measurable results like increased connections and investor interest. Clients praise their punctuality, transparency, and targeted approach, making complex outreach efforts efficient and effective.
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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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    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 Detail-oriented

    Clients have consistently praised Spear CPA CFP for their detail-oriented approach, with one client noting Meir's ability to identify classification errors and navigate IRS codes effectively. His meticulous nature is highlighted by the client stating, "His attention to detail makes him stand out," emphasizing that Meir often anticipates situations before they arise. Overall, the sentiment reflects a strong appreciation for the company's thoroughness and proactive communication.
    • Accounting & Consulting for A/V Company
      5.0 Dec 11, 2020

      His attention to detail makes him stand out. He has access to my business checking account, and he often knows situations before I do. That’s something you really want in an accountant.

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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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    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.

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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

    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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    Review Rating from Clients

    4.8/5.0

    Quality

    4.8

    Schedule

    5.0

    Cost

    4.5

    Willing to Refer

    4.8

    New York-based clients praise Imperial Advisory, CFOs, for their professionalism, industry expertise, and timely delivery of financial modeling and forecasting solutions. They handle complex projects like expense categorization and P&L development, consistently exceeding expectations with high-quality work and responsive communication.
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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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    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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  • 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 strategic financial consulting firm that specializes in AI-powered finance automation and outsourced CFO support. With 100% positive feedback, clients praise their deep industry knowledge, disciplined project management, and impressive problem-solving capabilities. Liv Data LLC consistently delivers valuable operational improvements and aligns well with client company cultures.

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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 last six months, clients have praised Liv Data LLC for their exceptional responsiveness and deep understanding of finance and accounting operations. One client highlighted significant operational improvements leading to enhanced gross margins and EBITDA. Another noted their effective consulting approach and alignment with company values. Overall, feedback reflects a high level of satisfaction, with no noted areas for improvement, indicating that Liv Data LLC is a strong fit for finance-related projects.
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    Industry Experience

    Liv Data LLC has garnered positive feedback in the Financial Services and Information Technology sectors. In Financial Services, they excelled in providing tailored CFO support that improved operational efficiency and profitability. Their expertise was particularly valued for compliance and risk management. In Information Technology, they effectively guided AI product development for finance automation, enhancing operational workflows and go-to-market strategies. Overall, their strengths lie in strategic financial analysis and technology consulting, making them an excellent fit for clients in both industries.

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    Select Industry to see insights

    Information technology Financial services

    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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  • 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
    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

    NYC clients commend BestCFO for their comprehensive CFO solutions, including financial planning and risk minimization. They emphasize the team’s professionalism, timely execution, and ability to improve financial clarity, establishing them as a highly recommended financial consulting partner.
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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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    Review Rating from Clients

    5.0/5.0

    Quality

    5.0

    Schedule

    5.0

    Cost

    5.0

    Willing to Refer

    5.0

    Local Brooklyn clients commend Real Assistance, Inc. for efficient virtual assistance, data management, and research services tailored to NYC property tax needs. Their punctual, clear communication and dependable support have fostered ongoing collaboration and strong client trust.
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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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    Reviews mention Exceptional results

    Cactus has received exceptional feedback for delivering significant results. One client reported a 300% revenue growth and a 10% increase in net profit after working with Cactus, attributing their success to the firm's practical approach and accountability. Another client noted their company nearly doubled in size and profitability, emphasizing Cactus's comprehensive influence on all business aspects. Overall, clients express high satisfaction with Cactus's strategic insights and effective project management.
    • Business Consulting for Digital Marketing Agency
      5.0 Jan 5, 2022

      There are a lot of different factors involved in our success, but following our consultation with Cactus, our company has almost doubled in size regarding staffing and profits. Cactus helped us dial up every facet of the business, from our website, branding, and how we talk to clients. There is no part of the company that wasn't influenced by Cactus' work; I am 100% satisfied with the work Cactus did for us.

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    • Business Consulting & Marketing Strategy for Branding Agency
      5.0 May 5, 2021

      Since Cactus helped us reposition, we've achieved 300% growth in revenue and a 10% increase in net profit. The focus for us was to increase revenue and scale our operations, since profitability wasn't ever an issue. I'm happy with the turnaround that has happened because despite the pandemic we’ve scaled faster than we ever expected.

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    Industry Experience

    Cactus has demonstrated strong expertise in the Advertising & Marketing, Arts, Entertainment & Music, Consulting, Software, IT Services, and Design industries. Clients consistently praise their strategic guidance, strong project management, and deep industry knowledge, resulting in significant business growth and operational improvements. The overall sentiment across industries is highly positive, with clients noting transformations in business performance, enhanced profitability, and effective support tailored to their specific needs.

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    Advertising & marketing Arts, entertainment & music Consulting Software IT Services Design

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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.

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    1 of 1 Financial Consulting reviews are 5 stars
    1 new review for Financial Consulting in past 6 months
    $10,000 – $49,000 avg. project cost

    Financial Consulting PROJECT HIGHLIGHT

    Business Plan Development for Healthcare Company

    5.0 — Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. Read more
    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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  • 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.

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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.

    Read more

    New York, NY

    28 West 44th Street
    New York, NY 10036

    6 - 9

    +1 917 750 4475

    See All Locations (2)
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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.

    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)
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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.

    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
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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)
    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
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  • 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
    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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  • 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
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  • 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
Focus
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

    27.3/40.0
    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
    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

    21.4/40.0
    17.4/20 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. 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
  24. 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
  25. 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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