# Top Financial Consultants in New York City Recommended Financial Consulting companies in New York City include Mindracer Consulting, Gaussian Consulting, leadforce.info, Price Reporter Inc., Spear CPA CFP, Imperial Advisory, CFOs, Greyson Tax & Consulting, Liv Data LLC, BestCFO, Real Assistance, Inc.. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Financial Consultants in New York City Ratings Updated: Jul 25, 2026 ### [Mindracer Consulting](https://clutch.co/profile/mindracer-consulting) - $10,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 40% Financial Consulting - 10% Business Consulting - 10% Marketing Strategy - 40% Sales Outsourcing #### Company description Mindracer Consulting is a Sales Outsourcing company. The team focuses on Sales Outsourcing and Financial Consulting and is based in New York, New York. [Visit Website](https://www.mindracerconsulting.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) --- ### [Gaussian Consulting](https://clutch.co/profile/gaussian-consulting) #### 5 out of 5 star rating (2 reviews) - $25,000+ minimum project size - 2 - 9 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Financial Consulting - 15% IT Strategy Consulting - 55% Business Consulting - 10% Market Research - 10% Marketing Strategy #### Company description 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. [Visit Website](https://gaussianco.com/consulting/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### 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 (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/gaussian-consulting/154811) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/gaussian-consulting?verified=true#reviews) ##### Design Experience Gaussian Consulting has received positive feedback for its structured and logical approach to product and portfolio strategy in the Design industry. Clients have highlighted their expertise in market research and customer segmentation, which effectively guided decision-making in product selection. The collaborative workflow and strong facilitation skills of Gaussian Consulting contributed to the successful implementation of profitable products. Overall, they demonstrate a robust capability to align design initiatives with customer needs, making them a strong candidate for potential clients in the design sector. - 1 review for design industry - 1 review is 5 stars - Unknown avg. project cost - Strategy Consulting for Design Studio Startup (5.0/5, Aug 26, 2022): Gaussian Consulting helped a design studio startup with market research. The team helped with customer segments, customer needs and behavior lists, and product mapping, selection, and implementation. [Read Full Review](https://clutch.co/go-to-review/gaussian-consulting/155714) ##### Consumer Products Experience Gaussian Consulting demonstrates significant expertise in the Consumer Products industry, particularly in financial strategy and product innovation. A client emphasized their ability to balance growth and cash flow, leading to successful sales targets and profitable product designs. The structured approach, including strategic calls and accountability tools, has proven effective, resulting in sustained confidence in financial outcomes. Overall, Gaussian is well-positioned to support Consumer Products businesses seeking both innovation and financial sustainability. - 1 review for consumer products industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Consulting for Consumer Transportation Company (5.0/5, Aug 19, 2022): Gaussian supported the market research efforts of a consumer transportation company. They analyzed data, products, and markets to determine the most efficient and implementable initiatives. [Read Full Review](https://clutch.co/go-to-review/gaussian-consulting/154811) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/gaussian-consulting?verified=true#reviews) - $200,000 to $999,999 (1 reviews) #### 2 reviews from clients near New York City Review Rating from Clients - 5.0 out of 5.0 - Overall: 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. [Read Local Reviews](https://clutch.co/profile/gaussian-consulting?verified=true#reviews) --- ### [leadforce.info](https://clutch.co/profile/leadforceinfo) #### 4.6 out of 5 star rating (21 reviews) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 15% Financial Advising & Planning - 35% Financial Consulting - 45% Funding & Investment - 5% Other Marketing #### Company description 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. [Visit Website](https://www.leadforce.info/) #### 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. - 1 of 1 reviews is 5 stars - Unknown avg. project cost [Read 1 Recent Review](https://clutch.co/profile/leadforceinfo?sort_by=date_desc&verified=true#reviews) #### Experience in 10 industries 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. [Read All Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) ##### Consumer Products Experience Leadforce.info demonstrates strong expertise in lead generation for the Consumer Products sector, particularly for sustainable electronics. Clients commend their hands-on approach and effective outreach strategies, successfully accessing quality leads and relevant investors. The company's transparent communication and project management enhance collaboration. Overall, Leadforce.info is well-regarded for delivering results and understanding client needs, making them a suitable partner for businesses seeking growth in the Consumer Products industry. - 1 review for consumer products industry - 1 review is 5 stars - Less than $10,000 avg. project cost - LinkedIn Lead Generation for Electronics Manufacturing Co (5.0/5, Jan 24, 2023): Leadforce.info provides an electronics manufacturing company with lead generation services over LinkedIn. Their team focuses on finding potential investors for the client to pitch to and onboard. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/177568) ##### Supply Chain, Logistics, and Transport Experience Client feedback highlights leadforce.info's expertise in connecting with startups in the Supply Chain, Logistics, and Transport sector. However, there are significant concerns regarding their deliverability and project management, with claims of unmet expectations and underperformance in lead generation efforts. Overall sentiment indicates disappointment, suggesting potential clients exercise caution and thoroughly evaluate alignment with their objectives before engagement. - 1 review for supply chain, logistics, and transport industry - Less than $10,000 avg. project cost - Lead Generation for Disposable Catering Products Co (0.5/5, Oct 17, 2025): leadforce.info provided lead generation services for a disposable catering products company. The team was tasked with generating leads and setting up meetings with investors. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/414082) ##### Food & Beverage Experience Leadforce.info has received positive feedback from Food & Beverage industry clients, highlighting their expertise in capital raising and lead generation. Clients praised their proactive approach, strong communication, and attention to detail, resulting in successful investor introductions and increased investment opportunities. Their ability to tailor strategies to specific business needs has significantly impacted clients, making them a valuable partner in the Food & Beverage sector. - 3 reviews for food & beverage industry - 3 reviews are 5 stars - Less than $10,000 avg. project cost - Funding & Investment Services for Drinks Company (5.0/5, Jul 23, 2025): leadforce.info provides funding and investment services for a drinks company. The team has helped the client raise capital through angel investors and supported the client in building their brand. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/392626) - Social Media Marketing for Drinks Agency (5.0/5, Jul 28, 2025): leadforce.info has been helping a drinks agency connect with leads on LinkedIn. The team's goal is to use positive communication with a friendly approach. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/393738) - Capital-Raising Services for Beverage Alcohol Consulting Co (5.0/5, Jul 29, 2025): leadforce.info provided capital-raising services for a beverage alcohol consulting company. The team conducted targeted investor research and engaged with potential investors. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/394025) ##### Business services Experience Leadforce.info has demonstrated significant expertise in enhancing brand awareness and generating valuable connections within the Business services industry. Clients commend their timely delivery and responsiveness to needs, noting measurable outcomes such as increased LinkedIn connections and investor engagement. Their focus on delivering promised services has earned them high ratings, indicating a strong fit for businesses seeking effective lead generation and investor relations support. - 1 review for business services industry - Less than $10,000 avg. project cost - Email & Social Media Marketing for Job-Finding Company (4.5/5, Oct 11, 2024): Leadforce.info provides email and social media marketing services for a job-finding company. The team generates LinkedIn connections and interest in the client's pitch deck and builds brand awareness. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/321486) ##### Retail Experience Leadforce.info has demonstrated a strong capability in the Retail industry, particularly for businesses in sustainable fashion. Clients appreciate their diligent outreach and effective strategies for audience acquisition, email campaigns, and social media engagement. The high-quality deliverables and timely project management have led to measurable outcomes such as increased CTR and conversions. Overall, the sentiment is positive, highlighting their expertise, commitment, and impactful results. - 1 review for retail industry - Less than $10,000 avg. project cost - Email Marketing & SMM for Fashion Company (4.0/5, Jun 20, 2024): A fashion company hired Leadforce.info for email marketing and social media management services. The client's goal was to increase their social media connections and target audience acquisition.  [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/295670) ##### Beauty & Cosmetics Experience Leadforce.info has received positive feedback for their expertise in the Beauty & Cosmetics industry, particularly in developing targeted outreach lists and securing investor meetings. Clients appreciate their effective communication and project management, noting that they deliver results on time and within budget. The company's strong value proposition and clarity in execution make them a reliable partner for businesses seeking growth in the Beauty & Cosmetics sector. - 1 review for beauty & cosmetics industry - Less than $10,000 avg. project cost - Market Research for Skin Products Company (4.5/5, Jan 4, 2024): Leadforce.info was hired to develop lists and reach out to investors and strategics. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/259499) ##### eCommerce Experience Leadforce.info demonstrates strong expertise in the eCommerce sector, particularly in live shopping initiatives. Clients praise their structured approach to project management and their ability to effectively identify and engage potential investors. The company's commitment and passion are highlighted as key strengths, with feedback indicating a high level of satisfaction and no notable areas for improvement. This positions Leadforce.info as a reliable choice for eCommerce businesses seeking targeted investor outreach and support. - 1 review for ecommerce industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Email Marketing & SMM for E-Commerce Company (5.0/5, Dec 5, 2023): Leadforce.info provided email marketing and SMM services for an e-commerce company. The team was responsible for identifying and targeting potential investors via email and LinkedIn for the client. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/254091) ##### Food & Beverages Experience Leadforce.info has demonstrated significant expertise in the Food & Beverages industry, specifically through their work with Better Nature, a leading tempeh brand. Their outreach strategy yielded impressive results, securing 180 new connections and engaging 45 investors from a targeted approach. Clients commend their efficiency, effective communication, and adherence to project timelines, indicating that Leadforce.info is a strong partner for businesses seeking investment and growth in the Foodtech sector. - 1 review for food & beverages industry - 1 review is 5 stars - Less than $10,000 avg. project cost - SMM for FoodTech Company (5.0/5, Nov 6, 2023): Leadforce.info provided social media marketing services for a foodtech company. The team is tasked with using LinkedIn to engage 500 prospective investors in the foodtech and climatetech sectors for the client. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/247359) ##### Wellness & Fitness Experience Leadforce.info demonstrates strong expertise in the Wellness & Fitness industry, as evidenced by their successful collaboration with Holodia, a VR fitness app. The client praised their resourcefulness and responsiveness, resulting in the successful raising of $400k for a crowdfunding campaign. Their ability to deliver timely results and adapt to client needs highlights their strengths in project management, making them a commendable choice for businesses seeking effective support in the Wellness & Fitness sector. - 1 review for wellness & fitness industry - 1 review is 5 stars - Less than $10,000 avg. project cost - SMM for VR Fitness Platform (5.0/5, May 3, 2023): Leadforce.info provided social media marketing for a VR fitness platform. The team was hired to promote the client's crowdfunding campaign. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/198954) ##### Other Industry Experience Leadforce.info has demonstrated strong expertise in the Other Industry, particularly in capital raising through strategic outreach. Clients appreciate their effective communication and timely project management, exemplified by their ability to secure investments for crowdfunding efforts. The overall sentiment reflects satisfaction with their value for cost, showcasing their strengths in providing detailed reports and a proactive approach to client needs, making them a viable option for businesses seeking similar services. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation for Online Motorcycle Rental Marketplace (5.0/5, Apr 3, 2023): Leadforce.info provided lead generation services for an online motorcycle rental marketplace. The team helped execute a crowdfunding campaign, reaching out to potential investors via LinkedIn. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/191954) ##### Energy & natural resources Experience Leadforce.info has demonstrated strong expertise in the Energy & natural resources sector, particularly through effective investor outreach campaigns for companies focused on clean energy solutions. Their client, EarthGrid PBC, praised their efficiency, timely delivery, and cost-effective services in identifying potential investors to support innovative energy technologies. The positive feedback underscores Leadforce.info's capability to provide valuable support in achieving project objectives within this industry. - 1 review for energy & natural resources industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation for Construction Company (5.0/5, Mar 15, 2023): Leadforce.info provided lead generation services for a construction company. They created an investor outreach campaign to find interested investors for the client via email and social media. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/187523) ##### Healthcare Experience Leadforce.info has demonstrated strong expertise in the Healthcare sector, particularly in AI-driven health technology for remote patient monitoring. Clients highlight their effective lead generation, responsiveness, and thorough communication as key strengths. The measurable outcomes from engagements include increased investment opportunities and potential customer outreach, indicating a positive impact on business growth. Overall, their proficiency in delivering actionable insights positions them as a valuable partner for Healthcare industry projects. - 1 review for healthcare industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Lead Generation Services for AI Health Tech Company (5.0/5, Dec 14, 2022): Leadforce provides business development application support, focusing on investment and customer outreach. They also did research and web scraping. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/172074) ##### Manufacturing Experience Leadforce.info demonstrates notable expertise in the Manufacturing industry, particularly in facilitating marketing efforts for companies like Biodel AG. Their professionalism, cost-effectiveness, and ability to generate meaningful connections with institutional investors have been highlighted positively. Clients appreciate their strategic insight into market structures and the efficient workflow. Overall, the sentiment is overwhelmingly positive, indicating Leadforce.info is a strong candidate for Manufacturing firms seeking effective marketing and fundraising support. - 1 review for manufacturing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Social Media Marketing for Agricultural Products Company (5.0/5, Dec 7, 2022): Leadforce provides social media marketing services for an agricultural products company. The team built a target list of institutional and crowdfunding investors from LinkedIn profiles. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/170806) ##### IT Services Experience Leadforce.info has received positive feedback from clients in the IT Services industry, highlighting their expertise in investor outreach and targeted campaign management. Clients commend their professionalism, responsiveness, and commitment to understanding specific project needs. The impactful results, including successful meetings with potential investors, demonstrate their strong capabilities in facilitating connections and supporting business growth. Overall, Leadforce.info appears to be a reliable partner for companies seeking tailored IT Services solutions. - 1 review for it services industry - Less than $10,000 avg. project cost - Lead Gen & Investor Outreach for AI Technology Company (4.5/5, Nov 7, 2022): Leadforce.info provided lead generation services for a human-centered AI technology company. They worked on finding and reaching out to potential investors to participate in the firm's funding round.  [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/165742) ##### Information technology Experience The feedback from clients in the Information Technology sector indicates that leadforce.info excels in sourcing quality leads for investment opportunities. Their expertise in identifying potential investors has resulted in successful funding outcomes, significantly impacting clients' project progress. The company's project management is praised for its timeliness and effective communication. Overall, clients express high satisfaction with the value and support provided, suggesting leadforce.info is a strong candidate for businesses seeking assistance in securing investment and enhancing operational efficiency. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Lead Generation Services for Legal Tech Company (5.0/5, Jun 9, 2026): leadforce.info has provided lead generation services for a legal tech company. The team has identified LinkedIn profiles and email addresses of angel investors who could potentially invest in the company. [Read Full Review](https://clutch.co/go-to-review/leadforceinfo/463341) #### 4.7 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) - Less than $10,000 (15 reviews) #### 1 review from clients near New York City Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.5 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 4.5 Reviewers in New York emphasize Leadforce.info's effectiveness in increasing connections and facilitating investor discussions. Clients appreciate their punctuality, responsiveness, and honesty, noting that the service met expectations exactly as promised, with tangible progress in outreach efforts. [Read Local Reviews](https://clutch.co/profile/leadforceinfo?verified=true#reviews) --- ### [Price Reporter Inc.](https://clutch.co/profile/price-reporter) #### 5 out of 5 star rating (2 reviews) - $150 - $199 average hourly rate - 10 - 49 employees - Englewood, NJ #### Services Provided - Allocation of Expertise by Percentage - 15% Custom Software Development - 10% Contract Manufacturing - 10% CRM Consulting and SI - 10% ERP Consulting and SI - 10% Financial Consulting - 15% Logistics & Supply Chain Consulting - 30% Business Consulting #### Company description 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. [Visit Website](https://pricereporter.com/) #### Timely Clients have expressed high satisfaction with Price Reporter Inc.'s timeliness. One client noted that every project was completed on time or even early, with no hardships encountered. They appreciated the company's ability to anticipate challenges, allowing for swift preparation and execution. Additionally, communication was highlighted as prompt and effective, further contributing to a seamless workflow. Overall, the sentiment regarding timeliness is overwhelmingly positive, reflecting the company's commitment to meeting deadlines. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/price-reporter?verified=true#reviews) ##### Retail Experience Price Reporter Inc. demonstrates significant expertise in the Retail industry, particularly in handling large volume orders and catalog management. Clients, such as Botach Inc., commend their efficient service, timely project completion, and deep understanding of government procurement processes. The company's ability to navigate complex challenges and maintain effective communication highlights their dedication to client success, making them a strong candidate for businesses seeking reliable support in the Retail sector. - 1 review for retail industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - IT Consulting & SI for Government Contracting & Supply Co (5.0/5, Dec 13, 2022): Price Reporter Inc. provided IT consulting and SI for a government contracting and supply company. They integrated a system for managing large-volume orders, catalogs, and procurement to grow the business.  [Read Full Review](https://clutch.co/go-to-review/price-reporter/171792) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/price-reporter?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Spear CPA CFP](https://clutch.co/profile/spear-cpa-cfp) #### 5 out of 5 star rating (11 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.spearcpa.com/) #### Helpful Clients have expressed high satisfaction with Spear CPA CFP, highlighting their responsiveness, professionalism, and helpfulness. One client noted their effectiveness in managing payroll credits during the pandemic and praised the team's punctuality and accuracy in delivering financial reports. The feedback indicates that Spear CPA CFP executes tasks correctly on the first attempt, resulting in time savings for clients. Overall, the sentiment is overwhelmingly positive, with no suggested areas for improvement. - Accounting Services for Stone & Tile Company (5.0/5, Dec 20, 2022): I am happy because they’re amazing to work with — they’re responsive, helpful, and professional. No, they are amazing, and I am satisfied with their work. Customers need to provide them with all the details available so they can do an amazing job. [Read Full Review](https://clutch.co/go-to-review/spear-cpa-cfp/172813) - Accounting Services for Eyewear Manufacturing Company (5.0/5, Dec 13, 2022): Spear CPA CFP’s project management goes above and beyond their line of duty, and they’re great at staying on top of their work. They provide us with realistic time frames, and they’re very accommodating to our needs. Moreover, they excel at explaining what our budget is and what we can do with it. [Read Full Review](https://clutch.co/go-to-review/spear-cpa-cfp/171798) #### 4.9 out of 5.0 rating for cost What Clients Have Said Clients consistently express satisfaction with Spear CPA CFP's cost-effectiveness and value for money. One client noted that their investment, amounting to approximately $100,000 over several years, was well worth it due to the expertise and efficiency provided. Another remarked on the reasonable rates and the significant savings achieved through their tax advice. Overall, the sentiment reflects that clients feel they receive high-quality service that justifies their financial commitment. [Read All Reviews](https://clutch.co/profile/spear-cpa-cfp?verified=true#reviews) - $50,000 to $199,999 (4 reviews) - $200,000 to $999,999 (3 reviews) - $10,000 to $49,000 (2 reviews) #### Completed projects in 5 cities - Brooklyn, New York (1 projects) - Kingston, New York (1 projects) - Mount Vernon, New York (1 projects) - New York City, New York (7 projects) - Rochester, New York (1 projects) [View Reviews](https://clutch.co/profile/spear-cpa-cfp?verified=true#reviews) #### 9 reviews from clients near New York City Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.9 - Quality: 4.9 - Schedule: 5.0 - Cost: 4.8 - Willing to Refer: 5.0 Clients in New York City praise Spear CPA CFP for their expertise in small business accounting, tax planning, and complex financial projects. They emphasize responsiveness, personalized service, and the ability to handle diverse needs, from audits to business structuring, consistently delivering accurate, timely results. [Read Local Reviews](https://clutch.co/profile/spear-cpa-cfp?verified=true#reviews) --- ### [Imperial Advisory, CFOs](https://clutch.co/profile/imperial-advisory-cfos) #### 4.8 out of 5 star rating (2 reviews) - 2 - 9 employees - Valley Stream, NY #### Services Provided - Allocation of Expertise by Percentage - 80% Financial Advising & Planning - 10% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.imperialgrp.com/) #### Experienced Clients express high satisfaction with Imperial Advisory, CFOs, noting their outstanding reputation and decades of relevant experience. One CEO highlighted a seamless engagement process and impressive turnaround, receiving results in under 24 hours despite a tight deadline. The professionalism and value of the outcomes were emphasized, with no significant areas for improvement mentioned, reflecting an overall positive sentiment towards their expertise and responsiveness. - Financial Consultation for Marketing Agency (5.0/5, Dec 21, 2021): They came with decades of relevant experience to companies like ours. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/7345) #### Experience in 2 industries Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services. [Read All Reviews](https://clutch.co/profile/imperial-advisory-cfos?verified=true#reviews) ##### Chemicals & Biotechnology Experience Clients in the Chemicals & Biotechnology industry praise Imperial Advisory, CFOs for their professionalism, extensive industry knowledge, and ability to deliver high-quality work within deadlines. Their expertise in financial modeling, forecasting, and expense categorization has resulted in measurable project success, with clients reporting exceptional responsiveness and effective communication. Overall, the sentiment is highly positive, indicating that Imperial Advisory is well-suited for businesses in this sector seeking strategic financial guidance. - 1 review for chemicals & biotechnology industry - Unknown avg. project cost - Business Consulting for Executive Search Firm (4.5/5, Oct 14, 2023): 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 efforts. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/241055) ##### Advertising & marketing Experience Imperial Advisory, CFOs has garnered positive feedback in the Advertising & marketing industry, noted for its outstanding reputation and expertise. Clients appreciate the firm's quick response and seamless engagement, often delivering high-quality results well ahead of deadlines. The team's decades of relevant experience adds significant value, making them a reliable choice for financial insights. Overall, their professionalism and efficiency position them as a strong fit for businesses seeking guidance in this sector. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial Consultation for Marketing Agency (5.0/5, Dec 21, 2021): A marketing agency collaborated with Imperial Advisory, CFOs for financial consultations. The client needed an outside perspective for their financial items. [Read Full Review](https://clutch.co/go-to-review/imperial-advisory-cfos/7345) #### 1 Review mentions Financial Consulting in New York City - 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 4.5/5 — 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 efforts. [Read More](https://clutch.co/go-to-review/imperial-advisory-cfos/241055) [Read Similar Reviews](https://clutch.co/profile/imperial-advisory-cfos?location=26002&service_provided=field_pp_sl_financial_consulting&verified=true#reviews) #### 2 reviews from clients near New York City Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.8 - 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. [Read Local Reviews](https://clutch.co/profile/imperial-advisory-cfos?verified=true#reviews) --- ### [Greyson Tax & Consulting](https://clutch.co/profile/greyson-tax-consulting) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Hoboken, NJ #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 10% Financial Consulting - 15% Business Consulting #### Company description 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. [Visit Website](http://www.greysontax.com) #### Communicative The feedback regarding Greyson Tax Consulting's communication is overwhelmingly positive. Clients appreciate their responsiveness, with one client noting they can reach out via phone or text and receive prompt replies. Weekly updates are emphasized as critical for maintaining transparency, particularly in the fast-paced real estate industry. Additionally, the combination of knowledge and timely communication has been highlighted as a key asset, enabling clients to make informed business decisions. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/greyson-tax-consulting?verified=true#reviews) ##### Real estate Experience Greyson Tax Consulting has received positive feedback from clients in the real estate industry, highlighting their expertise in managing complex financial operations. A broker-owner praised their ability to streamline tax processes and bookkeeping, resulting in substantial tax savings of $30,000. Clients emphasized their strong communication skills and timely support, which have significantly improved business management. Overall, Greyson Tax Consulting is recommended for businesses seeking reliable and knowledgeable financial guidance in the real estate sector. - 1 review for real estate industry - 1 review is 5 stars - Unknown avg. project cost - Tax Prep & Bookeeping for Real Estate Office (5.0/5, Apr 15, 2020): Greyson Tax Consulting provided personal and business tax filing, company registration restructuring, and QuickBooks bookkeeping services to the owner of a franchised real estate company. [Read Full Review](https://clutch.co/go-to-review/greyson-tax-consulting/60544) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/greyson-tax-consulting?verified=true#reviews) #### 31% of employees work in Hoboken office Hoboken, NJ 221 River St 9th Fl 2 - 5 employees 614-662-4778 [See All Locations (2)](https://clutch.co/profile/greyson-tax-consulting#location) --- ### [Liv Data LLC](https://clutch.co/profile/liv-data) #### 5 out of 5 star rating (2 reviews) - $25,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Fractional CFO Services #### Company description 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. [Visit Website](https://www.livdatallc.com?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Flexible Clients have expressed a highly positive sentiment regarding the flexibility of Liv Data LLC. One review highlighted their 'disciplined and flexible' project management approach, which facilitated effective communication through virtual meetings. Furthermore, the adaptability of their team was noted as a key factor in improving operational efficiencies, with clients appreciating their ability to understand complex business needs and adjust accordingly. Overall, the feedback underscores Liv Data LLC's commitment to flexibility in their service delivery. #### 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. - 2 of 2 reviews are 5 stars - Unknown avg. project cost [Read 2 Recent Reviews](https://clutch.co/profile/liv-data?sort_by=date_desc&verified=true#reviews) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/liv-data?verified=true#reviews) ##### Information technology Experience Liv Data LLC has received positive feedback in the Information Technology sector, particularly for its expertise in AI-driven finance solutions. Clients highlight their strong consulting capabilities, problem-solving skills, and commitment to understanding finance workflows. The company’s approach to integrating practitioner expertise in product design has resulted in measurable outcomes, including enhanced product roadmaps and effective go-to-market strategies. Overall, their responsiveness and culture fit contribute to a favorable sentiment, making them a valuable partner for clients in finance automation. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - AI Consulting for Finance Automation Platform (5.0/5, Mar 5, 2026): Liv Data LLC provides AI consulting services for a finance automation company. The team has helped the client build AI agents for finance automation and develop a go-to-market strategy. [Read Full Review](https://clutch.co/go-to-review/liv-data/440766) ##### Financial services Experience Liv Data LLC has received positive feedback from clients in the Financial services industry, particularly for their expertise in providing outsourced CFO support and strategic financial analysis tailored to complex regulatory requirements. Clients commend their disciplined project management, flexibility, and deep understanding of business operations, resulting in substantial improvements in gross margin and EBITDA. Overall, their strong cultural fit and proven impact make them a suitable partner for firms seeking financial operational enhancements. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Fractional CFO Services for Cybersecurity Firm (5.0/5, Feb 16, 2026): Liv Data LLC provides ongoing fractional CFO services for a cybersecurity firm. The team is responsible for managing the client's budgeting, financial reporting, and financial planning tasks. [Read Full Review](https://clutch.co/go-to-review/liv-data/436633) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/liv-data?verified=true#reviews) --- ### [BestCFO](https://clutch.co/profile/bestcfo) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - new york, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Fractional CFO Services - 20% Business Consulting #### Company description 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. [Visit Website](https://www.bestcfo.com/) #### Knowledgeable Clients consistently describe BestCFO as highly knowledgeable, with one executive noting, "They were very helpful and knowledgeable. There wasn't a single time that I had a query about something and they did not explain it to me." This sentiment is reinforced by the firm's ability to provide expert financial advice that significantly improved cash flow stability and streamlined reporting processes, reflecting their expertise and commitment to client success. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/bestcfo?verified=true#reviews) ##### Financial services Experience BestCFO has demonstrated significant expertise in the Financial Services industry, providing comprehensive CFO services that enhance financial performance for clients such as Fusion Ave. The firm excels in optimizing cash flow, minimizing risks, and delivering timely, clear financial reports, resulting in a 20% increase in cash flow stability. Clients commend BestCFO for their knowledgeable and cooperative approach, making them a strong candidate for businesses seeking strategic financial guidance and support. - 1 review for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial Advising Services for Tax & Accounting Firm (5.0/5, Oct 4, 2024): 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 Full Review](https://clutch.co/go-to-review/bestcfo/319975) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/bestcfo?verified=true#reviews) - Less than $10,000 (1 reviews) #### 1 Review mentions Financial Consulting in New York City - 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 5.0/5 — 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](https://clutch.co/go-to-review/bestcfo/319975) [Read Similar Reviews](https://clutch.co/profile/bestcfo?location=26002&service_provided=field_pp_sl_financial_consulting&verified=true#reviews) --- ### [Real Assistance, Inc.](https://clutch.co/profile/real-assistance) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 70% Back Office Outsourcing - 10% Financial Consulting - 20% Business Consulting #### Company description 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. [Visit Website](https://www.real-assistance.com/) #### Timely Clients have consistently praised Real Assistance, Inc. for their timely delivery of project deliverables. One COO noted that all items were delivered on schedule, with seamless communication via email, phone, and WhatsApp. This reliability has fostered a strong partnership, leading the client to express intent to continue working with them. Overall, the sentiment surrounding timeliness is highly positive, reflecting the company's commitment to meeting deadlines and client needs. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/real-assistance?verified=true#reviews) ##### Real estate Experience Real Assistance, Inc. has received positive feedback from clients in the real estate industry, highlighting their expertise in data entry, analysis, and administrative support. Clients commend their timely delivery, effective communication, and overall value, indicating a strong reliance on their services for property-related tasks. The satisfaction expressed suggests that they are well-positioned to assist real estate businesses seeking reliable virtual assistance and data management solutions. - 1 review for real estate industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Business Services for Property Tax Abatement Company (5.0/5, Jul 6, 2023): Real Assistance, Inc. provided data entry and processing analysis and research for specific information.  [Read Full Review](https://clutch.co/go-to-review/real-assistance/214473) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/real-assistance?verified=true#reviews) - Less than $10,000 (1 reviews) #### 1 review from clients near New York City Review Rating from Clients - 5.0 out of 5.0 - Overall: 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. [Read Local Reviews](https://clutch.co/profile/real-assistance?verified=true#reviews) --- ### [bluhalo io Ltd](https://clutch.co/profile/bluhalo-io) #### 5 out of 5 star rating (11 reviews) - $1,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Financial Consulting - 80% Business Consulting - 10% Marketing Strategy #### Company description 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. [Visit Website](https://bluhalo.com) #### Passionate about their work Clients express a strong sentiment regarding bluhalo io Ltd's passion for their work, highlighting their dedication and personalized approach. One client noted, 'Spencer and Pete really understand the industry and are dedicated to helping you grow as if it was their own company.' This commitment has resulted in significant business growth, showcasing their enthusiasm and effectiveness in driving client success. - Business Consulting for Tech Content Marketing Agency (5.0/5, Dec 21, 2021): Spencer and Pete really understand the industry and are dedicated to helping you grow as if it was their own company. Their vision and passion for your business shine through. We couldn't be in better hands. [Read Full Review](https://clutch.co/go-to-review/bluhalo-io/7240) #### 1 review mentions Financial Consulting Financial Consulting for B2B Marketing Company 5.0/5 — 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. - 1 of 1 Financial Consulting reviews are 5 stars - Unknown avg. project cost [Read Full Review](https://clutch.co/go-to-review/bluhalo-io/305377) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/bluhalo-io?verified=true#reviews) - $10,000 to $49,000 (3 reviews) - $50,000 to $199,999 (3 reviews) - $200,000 to $999,999 (2 reviews) - Less than $10,000 (1 reviews) #### Completed projects in 2 countries - Scotland (1 projects) - England (7 projects) [View Reviews](https://clutch.co/profile/bluhalo-io?verified=true#reviews) --- ### [GBFS International](https://clutch.co/profile/gbfs-international) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Financial Consulting #### Company description 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. [Visit Website](https://gbfsinternational.com/) --- ### [Wei, Wei & Co., LLP](https://clutch.co/profile/wei-wei-co-llp) - 50 - 249 employees - New York , NY #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 40% Financial Consulting - 10% Business Consulting #### Company description Midsize Accounting company Wei, Wei & Co., LLP, is headquartered in New York , New York. The team specializes in Accounting and Financial Consulting. [Visit Website](http://www.weiweico.com/) --- ### [Pro Business Plans](https://clutch.co/profile/pro-business-plans-0) #### 5 out of 5 star rating (3 reviews) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Consulting - 15% Fractional CFO Services - 20% Funding & Investment - 35% Business Consulting #### Company description 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. [Visit Website](https://business-plans.com/) #### Communicative #### 1 review mentions Financial Consulting Business Plan Development for Healthcare Company 5.0/5 — 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. - 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 [Read Full Review](https://clutch.co/go-to-review/pro-business-plans-0/345524) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/pro-business-plans-0?verified=true#reviews) ##### IT Services Experience Pro Business Plans demonstrates strong expertise in the IT Services industry, specifically in healthcare technology. Clients commend their ability to create comprehensive business plans with effective market and financial analyses, which have successfully secured investor interest. The team's responsiveness and proactive communication enhance their service delivery. Overall, their understanding of regulatory complexities alongside investor requirements positions them as a valuable partner for businesses seeking tailored IT solutions. - 1 review for it services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Business Plan Development for Healthcare Company (5.0/5, Jan 23, 2025): 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 Full Review](https://clutch.co/go-to-review/pro-business-plans-0/345524) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/pro-business-plans-0?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [The Debt Relief Co](https://clutch.co/profile/debt-relief-co) - 2 - 9 employees - Staten Island, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Financial Consulting #### Company description 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 Consulting. [Visit Website](https://www.thedebtreliefcompany.com) --- ### [Alliance Global Partners](https://clutch.co/profile/alliance-global-partners) - 10 - 49 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 30% Financial Advising & Planning - 35% Financial Consulting - 35% Funding & Investment #### Company description Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting. [Visit Website](https://allianceg.com/) --- ### [Outsourced Accountants](https://clutch.co/profile/outsourced-accountants) - $25,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Commercial Financing - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Financial Consulting #### Company description 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. [Visit Website](https://outsourcedaccountants.us/) --- ### [Care Reimbursement](https://clutch.co/profile/care-reimbursement) - $1,000+ minimum project size - 10 - 49 employees - Valley Stream, NY #### Services Provided - Allocation of Expertise by Percentage - 45% Financial Consulting - 15% IT Managed Services - 20% Business Consulting - 10% Social Media Marketing - 10% Web Development #### Company description Care Reimbursement is a Financial Consulting company. They offer Financial Consulting and Business Consulting and are headquartered in Valley Stream, New York. [Visit Website](https://carermbs.com/) --- ### [Analytic Partners](https://clutch.co/profile/analytic-partners) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 25% BI & Big Data Consulting & SI - 25% Digital Strategy - 10% Financial Consulting - 10% Business Consulting - 30% Marketing Strategy #### Company description Founded in 2000, Analytic Partners is a Marketing Strategy company. Their team offers Marketing Strategy and Digital Strategy. [Visit Website](https://analyticpartners.com/) #### 39% of employees work in New York office New York, NY 114 West 41st Street 101 - 150 employees +1-212-599-7630 [See All Locations (12)](https://clutch.co/profile/analytic-partners#location) --- ### [US Estimating](https://clutch.co/profile/us-estimating) - $1,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Valley Stream, NY #### Services Provided - Allocation of Expertise by Percentage - 25% Architectural Design - 25% Commercial Development - 25% Financial Consulting - 25% Business Consulting #### Company description 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. [Visit Website](http://www.usestimating.com/) --- ### [Criterion Global: International Media Buying](https://clutch.co/profile/criterion-global-international-media-buying) - $250,000+ minimum project size - 10 - 49 employees - Penthouse, NY #### Services Provided - Allocation of Expertise by Percentage - 25% Digital Strategy - 10% Financial Consulting - 15% Business Consulting - 50% Media Planning & Buying #### Company description 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. [Visit Website](https://criterionglobal.com) --- ### [Global Capital Solution LLC](https://clutch.co/profile/global-capital-solution) - $5,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 25% Compliance Consulting - 25% Financial Consulting - 25% Fractional CFO Services - 25% Business Consulting #### Company description 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. [Visit Website](https://gcapitalsolution.com/) --- ### [Finative Inc.](https://clutch.co/profile/finative-0) - 2 - 9 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 30% Financial Advising & Planning - 40% Financial Consulting #### Company description 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. [Visit Website](https://finative.co/) --- ### [Business Loan Warrior](https://clutch.co/profile/business-loan-warrior) - 10 - 49 employees - Clifton, NJ #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Financial Advising & Planning - 25% Financial Consulting - 25% Funding & Investment #### Company description Business Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning. [Visit Website](https://businessloanwarrior.com/) --- ### [Outsourced Accountants Oman](https://clutch.co/profile/outsourced-accountants-oman) - $10,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Business Valuation Services - 20% Finance Law - 20% Financial Advising & Planning - 20% Financial Consulting #### Company description Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning. [Visit Website](https://outsourcedaccountants.om/) --- ### [Passive Advantage](https://clutch.co/profile/passive-advantage) - 2 - 9 employees - River Edge, NJ #### Services Provided - Allocation of Expertise by Percentage - 30% Commercial Financing - 25% Financial Advising & Planning - 25% Financial Consulting - 20% Business Consulting #### Company description Passive Advantage is a Commercial Financing company. They were established in 2021 and offer Commercial Financing and Financial Advising & Planning. [Visit Website](https://passiveadvantage.com/) --- ### [Cedar Management Consulting International](https://clutch.co/profile/cedar-management-consulting-international) - $50,000+ minimum project size - $300+ average hourly rate - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 5% BI & Big Data Consulting & SI - 10% Cloud Consulting & SI - 5% CRM Consulting and SI - 5% ERP Consulting and SI - 10% Financial Consulting - 50% IT Strategy Consulting - 15% Business Consulting #### Company description 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. [Visit Website](https://cedar-consulting.com/) --- ### [3d Cube Bpo](https://clutch.co/profile/3d-cube-bpo) - $1,000+ minimum project size - $150 - $199 average hourly rate - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 5% ERP Consulting and SI - 30% Finance & Accounting Outsourcing (FAO) - 10% Financial Consulting - 15% HR Consulting - 15% HR Outsourcing - 5% IT Strategy Consulting - 20% Business Consulting #### Company description 3d Cube Bpo is a Finance & Accounting Outsourcing (FAO) company founded in 2017. The company focuses on Finance & Accounting Outsourcing (FAO) and Business Consulting. [Visit Website](https://3dcubebpo.com/) --- ### [Spa Ledger](https://clutch.co/profile/spa-ledger) - 2 - 9 employees - Queens, NY #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 30% Financial Consulting - 5% Business Consulting #### Company description Launched in 2025, Spa Ledger is a small Accounting company. Their services include Accounting and Financial Consulting. [Visit Website](https://spaledger.co) --- ### [Advention Business Partners](https://clutch.co/profile/advention-business-partners) - $50,000+ minimum project size - $200 - $300 average hourly rate - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Financial Consulting - 40% Business Consulting - 50% Marketing Strategy #### Company description Headquartered in Paris, France and New York, New York, Advention Business Partners is a Marketing Strategy company. They offer Marketing Strategy and Business Consulting. [Visit Website](http://www.adventionbp.com) #### 8% of employees work in New York office New York, NY 28 West 44th Street 6 - 9 employees +1 917 750 4475 [See All Locations (2)](https://clutch.co/profile/advention-business-partners#location) --- ### [Davidoff Accounting & Tax Services](https://clutch.co/profile/davidoff-accounting-tax-services) - 10 - 49 employees - Floral Park, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Corporate Law - 20% Financial Consulting - 20% Business Consulting - 20% Tax Law #### Company description Established in 2007, Davidoff Accounting & Tax Services is a Business Consulting company. The company provides Business Consulting and Accounting, and is small. [Visit Website](https://www.davidofftax.com/) --- ### [Countsure](https://clutch.co/profile/countsure) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Woodbridge Township, NJ #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Tax Law #### Company description Accounting company Countsure offers Accounting and Tax Law. They were launched in 2021. [Visit Website](https://countsure.com/) --- ### [Opus Fund Services](https://clutch.co/profile/opus-fund-services) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Commercial Financing - 70% Financial Consulting - 10% Funding & Investment - 10% Business Consulting #### Company description 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. [Visit Website](https://www.opusfundservices.com/) --- ### [Oxford Economics](https://clutch.co/profile/oxford-economics) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Consulting - 50% Business Consulting #### Company description Business Consulting and Financial Consulting company Oxford Economics was founded in 1981. The team specializes in Business Consulting and Financial Consulting. [Visit Website](https://www.oxfordeconomics.com/) #### 14% of employees work in New York office New York, NY 5 Hanover Sq, Eighth floor 41 - 49 employees [See All Locations (2)](https://clutch.co/profile/oxford-economics#location) --- ### [Candid](https://clutch.co/profile/candid) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Consulting #### Company description Candid is a midsize New York, New York-based Financial Consulting company. Their services include Financial Consulting. [Visit Website](https://candid.org/) --- ### [Reorg](https://clutch.co/profile/reorg) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Consulting #### Company description Reorg is a midsize Financial Consulting company. They provide Financial Consulting and were established in 2012. [Visit Website](https://reorg.com/) #### 45% of employees work in New York office New York, NY 11 East 26th Street, 12th Floor 151 - 200 employees +1 212-588-8890 [See All Locations (3)](https://clutch.co/profile/reorg#location) --- ### [MIAC - Mortgage Industry Advisory Corporation](https://clutch.co/profile/miac-mortgage-industry-advisory-corporation) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Commercial Financing - 80% Financial Consulting #### Company description 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. [Visit Website](https://miacanalytics.com/) --- ### [Verisk Maplecroft](https://clutch.co/profile/verisk-maplecroft) - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 100% Financial Consulting #### Company description Verisk Maplecroft is a Financial Consulting company. Their midsize team is based in Bath, England and London, England. Their services include Financial Consulting. [Visit Website](https://www.maplecroft.com/) #### 6% of employees work in New York office New York, NY 452 Fifth Avenue 2 - 5 employees [See All Locations (3)](https://clutch.co/profile/verisk-maplecroft#location) --- ### [iRCM, Inc](https://clutch.co/profile/ircm) - 2 - 9 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 45% Back Office Outsourcing - 10% Financial Consulting - 25% Insurance Services & Brokers - 20% Business Consulting #### Company description Launched in 2011, iRCM, Inc is a Back Office Outsourcing company. Their team provides Back Office Outsourcing and Insurance Services & Brokers. [Visit Website](https://ircm.com/) --- ### [Prosolve CPA](https://clutch.co/profile/prosolve-cpa) - 2 - 9 employees - Hackensack, NJ #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Financial Advising & Planning - 25% Financial Consulting - 25% Fractional CFO Services #### Company description Launched in 2024, Prosolve CPA is a small Accounting company located in Hackensack, New Jersey. Their team provides Accounting and Financial Advising & Planning. [Visit Website](https://prosolve.cpa/) --- ### [Agency CPAs](https://clutch.co/profile/agency-cpas) - $5,000+ minimum project size - 2 - 9 employees - Jersey City, NJ #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Business Valuation Services - 10% Financial Consulting #### Company description Accounting company Agency CPAs is located in Jersey City, New Jersey. The team focuses on Accounting and Business Valuation Services. [Visit Website](https://agencycpas.com/) --- ### [The Sage Advisory Group](https://clutch.co/profile/sage-advisory-group) - $5,000+ minimum project size - $300+ average hourly rate - 10 - 49 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Financial Consulting - 80% Business Consulting #### Company description 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. [Visit Website](http://www.thesageadvisorygroup.com) --- ### [MCBtax](https://clutch.co/profile/mcbtax) - $1,000+ minimum project size - $300+ average hourly rate - 2 - 9 employees - Brooklyn, NY #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Financial Consulting - 10% Business Consulting #### Company description MCBtax is an Accounting company. They are in Brooklyn, New York and have small team. Their services include Accounting and Business Consulting. [Visit Website](http://www.mcbtax.com/) --- ### [Law Office Systems, Inc.](https://clutch.co/profile/law-office-systems) - $200 - $300 average hourly rate - 2 - 9 employees - Montclair, NJ #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 10% Financial Consulting - 25% IT Strategy Consulting - 50% Business Consulting #### Company description Law Office Systems, Inc. Is a small Business Consulting company founded in 1985. Their team offers Business Consulting and IT strategy consulting. [Visit Website](https://www.losinc.com) --- ### [Berdon](https://clutch.co/profile/berdon) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 30% Financial Consulting - 30% Business Consulting #### Company description 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. [Visit Website](https://berdon.com/) --- ### [Aggelakakis & Associates](https://clutch.co/profile/aggelakakis-associates) - $10,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - Saddle Brook, NJ #### Services Provided - Allocation of Expertise by Percentage - 10% Commercial Development - 15% Compliance Consulting - 10% Financial Advising & Planning - 10% Financial Consulting - 20% Funding & Investment - 35% Business Consulting #### Company description Aggelakakis & Associates is a Business Consulting company headquartered in Thessaloniki, Greece and Athina, Greece. Their services include Business Consulting and Funding & Investment. [Visit Website](https://aggelakakis.gr) #### 16% of employees work in Saddle Brook office Saddle Brook, NJ 306 Capitol Street 2 - 5 employees [See All Locations (5)](https://clutch.co/profile/aggelakakis-associates#location) --- ### [Grapidly](https://clutch.co/profile/grapidly) - $1,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Financial Consulting - 40% Business Consulting - 50% Marketing Strategy #### Company description Grapidly is a small Marketing Strategy company founded in 2005. Their services include Marketing Strategy and Business Consulting. [Visit Website](https://grapidly.com) --- ### [JPT Financial Solutions Inc.](https://clutch.co/profile/jpt-financial-solutions) - 2 - 9 employees - Bogota, NJ #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Financial Consulting - 10% Business Consulting #### Company description JPT Financial Solutions Inc. Is an Accounting company. The team provides Accounting and Business Consulting and is in Bogota, New Jersey. [Visit Website](http://www.jptfinancial.com) --- ### [Principal Media Communications, LLC](https://clutch.co/profile/principal-media-communications) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 20% Advertising - 10% Content Marketing - 10% Financial Consulting - 10% Business Consulting - 20% Media Planning & Buying - 20% Pay Per Click - 10% Social Media Marketing #### Company description 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. [Visit Website](http://www.principalmc.com) --- ### [Kweku Strategies Inc](https://clutch.co/profile/kweku-strategies) - $5,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - New Rochelle, NY #### Services Provided - Allocation of Expertise by Percentage - 5% AI Consulting - 10% Business Continuity Management - 5% Cloud Consulting & SI - 15% Commercial Development - 5% CRM Consulting and SI - 5% Digital Strategy - 10% Financial Consulting - 20% IT Strategy Consulting - 20% Business Consulting - 5% Marketing Strategy #### Company description 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. [Visit Website](https://www.kweku.com) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them. We evaluate service providers using a [structured methodology](https://clutch.co/methodology) that combines: - In-depth client interviews and ratings - Comprehensive project details - Market presence - Portfolio examples and industry recognition This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top. Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly. We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether. Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.