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Top Strategic Financial Planning Firms in New York

Ratings Updated: January 30, 2026

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The Firm of Sheldon L. Richards, CPA, MS

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Undisclosed

Undisclosed

Freelancer

New York, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services

The Firm of Sheldon L. Richards, CPA, MS, a small Business Consulting company, is in New York, New York. The team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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The Firm of Sheldon L. Richards, CPA, MS is very responsive
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leadforce.info

4.6 20 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

15% Financial Advising & Planning

45% Funding & Investment

35% Financial Consulting +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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3 of 4 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 4 times in the past 6 months
Recent reviews of leadforce.info indicate a mixed sentiment. While one client praised their attention to detail and timely deliverables, another expressed significant dissatisfaction, noting unmet promises regarding investor meeting arrangements. A client highlighted the effective lead generation and supportive approach, contributing to successful capital raising. Overall, feedback reveals strengths in communication and personalization, but also concerns regarding deliverables and project outcomes, suggesting variability in client experiences over the past six months.
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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

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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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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness.

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Reviews mention 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 Dec 21, 2021

They came with decades of relevant experience to companies like ours.
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0 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning 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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Industry Experience

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

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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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VantagePoint Benefit Administrators

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Services provided

10% Financial Advising & Planning

50% Insurance Services & Brokers

14% HR Outsourcing +2 services

13% HR Consulting

13% PEO/Employee Leasing

VantagePoint Benefit Administrators is an HR and benefits management company that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options.

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Industry Experience

VantagePoint Benefit Administrators has received positive feedback primarily from the software industry, where they excel in HR and benefits management, compliance, and employee training. Clients commend their holistic understanding of HR, organizational efficiency, and leadership quality, highlighting their expertise in handling complex HR landscapes. Overall sentiment is highly favorable, suggesting that companies within the software sector looking for comprehensive HR solutions would find VantagePoint a suitable partner.
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Software

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend VantagePoint Benefit Administrators for their exceptional value and expertise in HR management. One CEO noted a significant investment exceeding $100,000 since 2008, emphasizing the quality of advice and training received. The company's leadership is recognized as top-notch, with a strong understanding of employer-employee dynamics. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, as clients feel they receive superior service and insights for their investment.
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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Hicksville, NY

Services provided

10% Financial Advising & Planning

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

Braj Aggarwal, CPA, P.C. is an accounting and auditing firm recognized for its full-suite services and adherence to Generally Accepted Auditing Standards (GAAS). The reviews consistently highlight their timely service delivery and effective communication, with approximately 100% of clients expressing satisfaction. Notably, the direct access to senior staff and the firm's efficient processes are frequently praised by clients.

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Reviews mention Exceeds expectations
Clients consistently report that Braj Aggarwal, CPA, P.C. exceeds expectations in their accounting services. Notably, a technology company COO highlighted their excellent, full-suite services delivered promptly and effectively, facilitated by dedicated account managers and support staff. The overall sentiment reflects a high level of satisfaction, with clients expressing confidence in their ability to meet and surpass project goals without any noted areas for improvement.

Accounting Services for Technology Company

5.0 Feb 25, 2022

Braj Aggarwal, CPA, P.C.'s services exceeded expectations. They have dedicated account managers with support staff that provided timely and effective services. Excellent, full-suite accounting services provided in a timely manner.
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Industry Experience

Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services Manufacturing

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Average Project Cost Breakdown

What Clients Have Said
Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.
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Hicksville, NY

115 N Broadway
Hicksville, NY 11801
6 - 9

+17184264661

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BestCFO

5.0 1 review

$1,000+

< $25 / hr

10 - 49

new york, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Financial Consulting

20% Fractional CFO Services

BestCFO is a financial advising and planning firm specializing in corporate financial planning and financial advisement. They consistently receive positive feedback for their expert financial advice, particularly in maximizing cash flow and minimizing business risk. Notably, 100% of reviewers commend their responsiveness, knowledge, and timely project delivery, leading clients to highly recommend their services.

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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising Services for Tax & Accounting Firm
5.0 — BestCFO provides CFO services for a tax and accounting firm. The team analyzes and improves the client's financial reporting processes, creates financial forecasts, and advises on budget management. Read more
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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

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised BestCFO for its competitive pricing and the value it delivers. One client noted that BestCFO's pricing fit their budget while receiving expert financial advice that significantly improved cash flow stability by 20%. Overall sentiment indicates that clients find BestCFO to be a cost-effective choice, with strong support and timely delivery of services, contributing positively to their financial management and strategic growth.
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Baharestani & Ritt LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Financial Advising & Planning

50% Accounting

Baharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation.

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Industry Experience

Baharestani & Ritt LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by long-term client relationships and comprehensive tax services. Clients commend their efficiency, detailed tax returns, and adherence to current tax laws, resulting in high satisfaction. Overall, the firm's proactive approach and depth of knowledge make them a beneficial partner for businesses within this sector.
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Hospitality & leisure

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend Baharestani & Ritt LLP for their exceptional value and cost-effectiveness. One long-term client noted their comprehensive and organized tax return services, emphasizing the firm's efficiency and adherence to current tax laws. The sentiment is overwhelmingly positive, with clients expressing satisfaction in the firm's ability to exceed expectations, indicating that the cost aligns well with the quality of service provided.
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Deloitte

Not yet reviewed

Undisclosed

Undisclosed

10,000+

New York, NY

Services provided

25% Financial Advising & Planning

25% Accounting

25% Business Consulting +1 service

25% Commercial Financing

Deloitte is a large Business Consulting company based in Toronto, Canada and New York, New York. Their services include Business Consulting and Commercial Financing.
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New York, NY

30 Rockefeller Plaza
New York, NY 10112

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Finsmart Accounting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

25% Financial Advising & Planning

25% Accounting

25% Finance & Accounting Outsourcing (FAO) +2 services

15% Funding & Investment

10% Commercial Financing

Established in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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GBFS International

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

50% Financial Advising & Planning

50% Financial Consulting

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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APISCRAPY

5.0 3 reviews

$1,000+

< $25 / hr

50 - 249

New York, NY

Services provided

10% Financial Advising & Planning

30% BI & Big Data Consulting & SI

10% Commercial Brokerage Services +6 services

10% Commercial Development

10% Commercial Property Management

10% Direct Marketing

10% Media Planning & Buying

5% Fulfillment

5% Search Engine Optimization

APISCRAPY is a data scraping company that specializes in web, mobile app, and TV app data extraction, providing detailed analytical reports. Clients consistently praised their technical competency, proactive communication, and attention to detail, with 100% of reviews highlighting these aspects. While most feedback is positive, a suggestion for more frequent progress updates was noted.

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Reviews mention Communicative
Clients have consistently praised APISCRAPY for their proactive communication and effective project management. One client noted their 'pro-active communication' and 'well matured professional team,' highlighting the importance of timely updates. Another client suggested more frequent progress updates for better alignment with project management needs, indicating a desire for enhanced communication. Overall, the sentiment regarding APISCRAPY's communicative approach is highly positive, emphasizing their responsiveness and attention to client needs.

Data Scraping & Market Research for Logistics Company

5.0 Oct 10, 2023

Effective project management for our data scrapping with pro-active communication. The primary forms of communication with APISCRAPY were virtual meetings and email or messaging apps. Only suggestion for improvement would be to provide more frequent progress updates to better align with our project management needs.
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Data Scrapping for IT Services Company

5.0 Feb 22, 2022

Excellent quality data Pro-active communication Dashboard and reporting. The team has provided quality deliverables and proactive communication and project management. Team is growing as our business expansion.
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Industry Experience

APISCRAPY has demonstrated significant expertise in the Logistics and Supply Chain industry, with clients praising their web and mobile data scraping capabilities. Feedback highlights their attention to detail, proactive communication, and ability to deliver accurate, comprehensive data. Overall sentiment is positive, reflecting strong project management and technical competency, making them a suitable provider for businesses in logistics and supply chain looking to enhance data-driven decision-making.
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Supply Chain, Logistics, and Transport Logistics & Supply Chain

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Average Project Cost Breakdown

$50,000 to $199,999 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients have consistently noted that APISCRAPY offers excellent value for money, with one reviewer highlighting their "excellent quality data" and "proactive communication" as significant advantages. The Chief Operating Officer of ArcBest emphasized their satisfaction with the comprehensive deliverables and timely execution, suggesting that the company exceeded expectations. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of services provided by APISCRAPY.
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New York, NY

80 Broad St, 5th Floor PMB#1148, Manhattan, New York, NY
New York, NY 10004
76 - 100

+1-30235 14656

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Wharton Wealth Planning

Not yet reviewed

$10,000+

$200 - $300 / hr

2 - 9

Englewood Cliffs, NJ

Services provided

100% Financial Advising & Planning

Wharton Wealth Planning, a Financial Advising & Planning company, was established in 2006. The firm provides Financial Advising & Planning.
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Englewood Cliffs, NJ

560 Sylvan Avenue, Suite 3160
Englewood Cliffs, NJ 07632
1

6464507021

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The Debt Relief Co

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Staten Island, NY

Services provided

50% Financial Advising & Planning

50% Financial Consulting

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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Investment Insight Wealth Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Massapequa, NY

Services provided

100% Financial Advising & Planning

Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.
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Outsourced Accountants

Not yet reviewed

$25,000+

$100 - $149 / hr

250 - 999

New York, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Commercial Financing +2 services

20% Finance & Accounting Outsourcing (FAO)

20% Financial Consulting

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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Alliance Global Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

30% Financial Advising & Planning

35% Financial Consulting

35% Funding & Investment

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

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Hicksville, NY

Services provided

25% Financial Advising & Planning

40% Business Consulting

25% Accounting +1 service

10% Financial Consulting

CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.
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Value Tax Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

West Babylon, NY

Services provided

50% Financial Advising & Planning

50% Accounting

Value Tax Services is an Accounting and Financial Advising & Planning company established in 2019. The company offers Accounting and Financial Advising & Planning, and is small.
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1040 abroad

Not yet reviewed

$1,000+

Undisclosed

2 - 9

New York, NY

Services provided

30% Financial Advising & Planning

50% Accounting

20% Business Consulting

1040 abroad, an Accounting company, was founded in 2012. Headquartered in New York, New York, the team provides Accounting and Financial Advising & Planning.
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Mortar Group

Not yet reviewed

$250,000+

Undisclosed

2 - 9

New York, NY

Services provided

20% Financial Advising & Planning

75% Commercial Development

5% Commercial Property Management

Mortar Group is a small Commercial Development company. They provide Commercial Development and Financial Advising & Planning and were launched in 2001.
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Business Development Machine

Not yet reviewed

$10,000+

$300+ / hr

2 - 9

Elgin, SC

Services provided

15% Financial Advising & Planning

50% Business Consulting

15% Marketing Strategy +2 services

10% Corporate Training & Coaching

10% Other Marketing

Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.
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Outsourced Accountants Oman

Not yet reviewed

$10,000+

$100 - $149 / hr

50 - 249

New York, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2 services

20% Finance Law

20% Financial Consulting

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

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Bedford Hills, NY

Services provided

25% Financial Advising & Planning

50% Business Consulting

25% Financial Consulting

AMU Consultant is a Business Consulting company launched in 2020. The firm focuses on Business Consulting and Financial Advising & Planning, and is small.
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Digital Alpha

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

15% Financial Advising & Planning

20% Custom Software Development

15% Cloud Consulting & SI +6 services

12% IT Staff Augmentation

10% Commercial Financing

10% IT Strategy Consulting

8% Business Consulting

5% AI Development

5% BI & Big Data Consulting & SI

Digital Alpha is a software development company. The firm is in New York, New York and Princeton, New Jersey. Their services include Custom Software Development and cloud consulting & SI.
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Bexven

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

New York, NY

Services provided

15% Financial Advising & Planning

20% Business Valuation Services

20% Digital Asset Management +5 services

10% Accounting

10% Commercial Financing

10% Custom Software Development

10% Direct Marketing

5% Web Development

Bexven is a small Business Valuation Services company based in New York, New York. Their services include Business Valuation Services and Digital Asset Management.
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IFG Corporate Accounting Services

Not yet reviewed

$1,000+

$200 - $300 / hr

2 - 9

Uniondale, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Back Office Outsourcing +2 services

20% Business Consulting

20% Fractional CFO Services

Launched in 2011, IFG Corporate Accounting Services is a small Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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Oliver Wyman

Not yet reviewed

Undisclosed

Undisclosed

10,000+

New York, NY

Services provided

25% Financial Advising & Planning

50% Business Consulting

25% Commercial Financing

Oliver Wyman, a Business Consulting company, is headquartered in New York, New York. Their services include Business Consulting and Commercial Financing.
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Seneca Global Services, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Salamanca, NY

Services provided

100% Financial Advising & Planning

Seneca Global Services, LLC is a Financial Advising & Planning company. They were established in 2017, and their services include Financial Advising & Planning.
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Kapitus

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment

Financial Advising & Planning company Kapitus was launched in 2006. The team provides Financial Advising & Planning and Commercial Financing.
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Even Financial

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

50% Financial Advising & Planning

50% Insurance Services & Brokers

Even Financial is a Financial Advising & Planning and Insurance Services & Brokers company established in 2014. The company provides Financial Advising & Planning and Insurance Services & Brokers.
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Stone Point Capital

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Greenwich, CT

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment

Midsize Financial Advising & Planning company Stone Point Capital, is in Greenwich, Connecticut and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
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Flexpoint Ford

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Chicago, IL

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment

Flexpoint Ford is a Financial Advising & Planning company headquartered in Chicago, Illinois and New York, New York. Their services include Financial Advising & Planning and Commercial Financing.
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Wynnchurch Capital

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment

Wynnchurch Capital, a Financial Advising & Planning company, was established in 1999. The agency focuses on Financial Advising & Planning and Commercial Financing.
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New York, NY

780 Third Avenue 22nd Floor
New York, NY 10017
50 - 75

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KKR

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Houston, TX

Services provided

40% Financial Advising & Planning

30% Commercial Financing

30% Funding & Investment

KKR is a large Financial Advising & Planning company. Launched in 1976, the team offers Financial Advising & Planning and Commercial Financing.
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Houston, TX

600 Travis Street Suite 7200
Houston, TX 77002
50 - 75

(713) 343-5142

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Houlihan Lokey

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Dallas, TX

Services provided

40% Financial Advising & Planning

30% Commercial Financing

30% Funding & Investment

Financial Advising & Planning company Houlihan Lokey was founded in 1990. The firm provides Financial Advising & Planning and Commercial Financing, and is large.
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Dallas, TX

100 Crescent Ct. Suite 900
Dallas, TX 75201
151 - 200

214.220.8470

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Francisco Partners

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

New York, NY

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment

Francisco Partners, a Financial Advising & Planning company, was launched in 1999. The team focuses on Financial Advising & Planning and Commercial Financing.
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New York, NY

1155 Ave. of the Americas 28th Floor
New York, NY 10036
201 - 250

+1 (646) 434 1343

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Piper Sandler

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

40% Financial Advising & Planning

30% Commercial Financing

30% Funding & Investment

Financial Advising & Planning company Piper Sandler was launched in 1895. The large team specializes in Financial Advising & Planning and Commercial Financing.
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Oppenheimer & Co. Inc.

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

New York, NY

Services provided

30% Financial Advising & Planning

20% Commercial Financing

20% Funding & Investment +2 services

20% Insurance Services & Brokers

10% Marketing Strategy

Launched in 1881, Oppenheimer & Co. Inc. Is a Financial Advising & Planning company. The company offers Financial Advising & Planning and Commercial Financing.
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defi SOLUTIONS

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

King of Prussia, PA

Services provided

100% Financial Advising & Planning

Financial Advising & Planning company defi SOLUTIONS was founded in 2012. The team provides Financial Advising & Planning.
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King of Prussia, PA

1000 Continental Dr
King of Prussia, PA 19406
16 - 20

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Trademark Elevate

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Queens, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Intellectual Property Law

20% Web Design

Launched in 2023, Trademark Elevate, a midsize web design agency, is located in Queens, New York. Their team specializes in Web Design and Business Consulting.
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Joy the Bookkeeper

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Uniondale, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Financial Consulting +2 services

20% Litigation Support Services

20% Tax Law

Joy the Bookkeeper is an Accounting company. Launched in 2019, the agency is headquartered in Uniondale, New York. Their services include Accounting and Financial Advising & Planning.
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United Tax Group

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Hauppauge, NY

Services provided

25% Financial Advising & Planning

50% Accounting

25% Financial Consulting

United Tax Group is a small Hauppauge, New York-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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Acclarity

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Atlanta, GA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Commercial Financing +2 services

20% Financial Consulting

20% Fractional CFO Services

Acclarity is a financial consulting firm specializing in KPI reporting, interim accounting support, and ad hoc financial consulting. Positive feedback is prevalent, with approximately 100% of reviewers praising their effective use of technology and data analytics. Clients commend their responsiveness and ability to deliver accurate, timely data that aids in strategic decision-making.

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Industry Experience

Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
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Healthcare

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Acclarity's strong value for money, noting that their services provide effective solutions at a competitive cost. For instance, one client emphasized selecting Acclarity due to 'good value for cost,' while another mentioned their ability to deliver timely and meaningful data that enhances decision-making. Overall, the sentiment reflects satisfaction with Acclarity's pricing relative to the quality of service provided, reinforcing their reputation as a reliable partner for financial consulting.
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Atlanta, GA

800 Battery Avenue Southeast
Atlanta, GA 30339
16 - 20

(678) 648-2796

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Finalert

5.0 1 review

$5,000+

$50 - $99 / hr

10 - 49

Bedford, OH

Services provided

10% Financial Advising & Planning

15% Accounting

15% Finance & Accounting Outsourcing (FAO) +6 services

10% BI & Big Data Consulting & SI

10% Back Office Outsourcing

10% Business Consulting

10% Compliance Consulting

10% ERP Consulting and SI

10% Fractional CFO Services

Finalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.

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Bedford, OH

466 Northfield Road, Suite 201, Bedford, Ohio 44146
Bedford, OH 44146
10 - 15

+1 (347) 535-4499

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New Mountain Capital

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

New York, NY

Services provided

30% Financial Advising & Planning

35% Commercial Financing

35% Funding & Investment

Established in 1999, New Mountain Capital is a midsize Commercial Financing company. Their team focuses on Commercial Financing and Funding & Investment.
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Liv Data LLC

Not yet reviewed

$25,000+

$300+ / hr

2 - 9

New York, NY

Services provided

20% Financial Advising & Planning

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Consulting

20% Fractional CFO Services

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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

50% Financial Advising & Planning

50% Insurance Services & Brokers

Finance For Thought offers advanced financial and tax planning solutions, thorough research, and custom proposals to support business processes. Reviews highlight their meticulous and detail-oriented approach, delivering tailored results and meeting deadlines despite challenges. Clients appreciate their exceptional solutions but suggest improving communication and streamlining processes.

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United Fund Advisors

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

50% Financial Advising & Planning

50% Commercial Financing

United Fund Advisors is a small Portland, Oregon-based Commercial Financing and Financial Advising & Planning company. The team specializes in Commercial Financing and Financial Advising & Planning.
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New York, NY

379 West Broadway
New York, NY 10012
10 - 15

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Eazzy Consulting Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Flushing, NY

Services provided

100% Financial Advising & Planning

Eazzy Consulting Group, a small Financial Advising & Planning company, is in Flushing, New York. Their services include Financial Advising & Planning.
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EdgeHill

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Brooklyn, NY

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment

EdgeHill is a small Mission, Kansas-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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Brooklyn, NY

1 North 4th Place
Brooklyn, NY 11249
10 - 15

913-788-1045

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