Top Insurance Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Insurance industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

1,001 Companies

Top Insurance Financial Advisory & Consulting Companies

Latch Bookkeeping
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At Latch, we provide comprehensive bookkeeping services specifically tailored for contractors and home service providers. Our offerings include accurate accrual accounting, job costing, and financial insights that enable you to make informed, data-driven decisions instead of relying on estimates.
Highlights
$1,000+
Min Project Size
2-9
Employees
West Palm Beach, Florida, Us
Services Provided
69% Bookkeeping Services
20% Accounting Services
11% Financial Advisory & Consulting
AI Summary
“Latch Bookkeeping delivers specialized bookkeeping services for contractors and home service providers, including accrual accounting, job costing, and financial insights to support informed decision-making.”
Milam, Knecht & Warner
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Milam, Knecht & Warner, LLP offers a significant strategic and competitive edge for your company. Numerous CEOs and business owners share that various challenges cause them sleepless nights. We alleviate these nighttime anxieties by equipping our clients with the necessary tools and processes to pro
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Glendale, California, Us
Services Provided
69% Accounting Services
20% Business Consulting Services
11% Financial Advisory & Consulting
AI Summary
“Milam, Knecht & Warner, LLP is a leading Southern California CPA firm dedicated to equipping business owners with tools and strategies to proactively manage and grow their enterprises.”
The Numbersmith
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Welcome to The Numbersmith Cloud Accountants. We aim to assist our clients in optimizing their businesses by providing timely information and valuable advice that enables informed decision-making. Our approach involves utilizing cloud accounting software. Whether you have inquiries regarding taxes o
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Peterborough, Gb
Services Provided
69% Accounting Services
20% Tax Consulting
11% Financial Advisory & Consulting
AI Summary
“The Numbersmith Cloud Accountants delivers expert cloud accounting services, offering timely financial insights, tax support, and proactive advice to optimize clients' business decisions.”
VinBooksCPA Professional Corporation
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VinBooksCPA Professional Corporation serves as a strategic financial partner for Canada's driven small and medium-sized enterprises. Based in Toronto, we offer top-tier CFO-for-hire services that ensure you have the financial clarity, strict compliance, and data-informed growth strategies necessary
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Milton, Ontario, Ca
Services Provided
69% CFO Services
20% Accounting Services
11% Financial Advisory & Consulting
AI Summary
“VinBooksCPA Professional Corporation provides expert CFO-for-hire services to Canadian SMEs, delivering financial clarity, compliance, and data-driven strategies for confident market growth.”
CoPilot Tax
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At Tax Heroes, our knowledgeable team is committed to assisting clients in reducing their tax expenses. As a tax-centered firm, we concentrate on finding strategies to lower our clients' tax obligations while increasing their savings. Our experts are proficient in a broad array of tax laws and regul
Highlights
2-9
Employees
Toronto, Ontario, Ca
Services Provided
69% Tax Consulting
20% Tax Preparation Services
11% Financial Advisory & Consulting
AI Summary
“CoPilot Tax provides expert tax consulting to individuals and businesses, specializing in diverse tax areas to minimize liabilities and optimize savings with professional guidance.”
Quant Solutions
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Quant Solutions offers bookkeeping and financial management services tailored for nonprofits and emerging businesses that seek precision, transparency, and proactive assistance. Since our establishment in 2013, we have partnered with over 100 organizations, ensuring accurate records, dependable syst
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
69% Bookkeeping Services
20% Accounting Services
11% Financial Advisory & Consulting
AI Summary
“Quant Solutions provides accurate bookkeeping and financial management services since 2013, supporting nonprofits and emerging businesses with reliable records and insightful reporting for informed decision-making.”
Profit Matters Bookkeeping
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Profit Matters is an accounting and bookkeeping service located in Plano, a suburb of Dallas Fort Worth, that ensures your financial statements are accurately prepared each month, providing you with the insights needed for informed business decisions. We designate a dedicated contact for your small
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
Grapevine, Texas, Us
Services Provided
69% Bookkeeping Services
20% Accounting Services
11% Financial Advisory & Consulting
AI Summary
“Profit Matters Bookkeeping offers comprehensive accounting and bookkeeping services across diverse industries, providing accurate financial management and access to part-time accountants or CFO support in Plano, Texas.”
Triumph Solutions
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Triumph Solutions provides a wide array of services for entrepreneurs, executives, and freelancers. With our professional expertise, you receive personalized support aimed at minimizing risk and enhancing performance. We handle your business needs, allowing you to focus on managing your company. We
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Hollywood, Florida, Us
Services Provided
69% Accounting Services
20% Business Consulting Services
11% Financial Advisory & Consulting
AI Summary
“Triumph Solutions delivers tailored accounting, financial consulting, sales outsourcing, and business consulting services, enhancing performance and minimizing risks for U.S.-based entrepreneurs and enterprises.”
D
David G. Richardson Professional Corporation, CPA
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David G. Richardson Professional Corporation, CPA, is a comprehensive accounting firm that offers reliable financial, tax, and advisory services for individuals, professionals, and small to medium-sized enterprises throughout Alberta. Guided by a knowledgeable Chartered Professional Accountant, the
Highlights
$50,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Grande Prairie, Alberta, Ca
Services Provided
40% Accounting Services
40% Tax Planning
20% Financial Advisory & Consulting
AI Summary
“David G. Richardson Professional Corporation, CPA, delivers tailored accounting, tax, and advisory services across Alberta, supporting individuals and businesses with expert, client-focused financial strategies and compliance solutions.”
TrueMeter
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TrueMeter is an AI-driven utility management platform designed for businesses with multiple locations, helping them manage, monitor, and reduce their utility bills. Finance teams can automatically handle and record their utility expenses while TrueMeter independently optimizes energy costs in the ba
Highlights
10-49
Employees
Services Provided
50% AI-Driven Cost Reduction Services
30% Energy Consulting
20% Financial Advisory & Consulting
AI Summary
“TrueMeter is an AI-powered platform that enables multi-location businesses to monitor, manage, and optimize utility expenses, automating financial tracking and reducing energy costs by up to 15%.”

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