Top Legal Financial Advisory & Consulting Companies

Discover Financial Advisory & Consulting companies serving the Legal 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

46 Companies

Top Legal Financial Advisory & Consulting Companies

YHB CPAs & ConsultantsProfile set up by Edverise AI
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Since we established our office in 1947, we embarked on a mission to support our community. Today, those foundational values remain highly significant. For us, it transcends mere wealth management, tax auditing, or accounting; it’s about uplifting the individuals who live in this area. We collaborat
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
50-249
Employees
Winchester, Virginia, Us
Services Provided
50% Accounting Services
30% Tax Consulting
20% Financial Advisory & Consulting
AI Summary
“Established in 1947, YHB CPAs & Consultants provides tailored financial and accounting solutions, emphasizing community engagement and collaborative strategies for individual and organizational growth.”
Red Bike AdvisorsProfile set up by Edverise AI
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If you're frustrated with disorganized finances, uncertainty about your numbers, last-minute tax preparations, and worries about cash flow, we’ve got you covered. Red Bike Advisors aims to empower small business owners with financial and tax knowledge that significantly enhances value for their busi
Highlights
$1,000+
Min Project Size
10-49
Employees
Wilmington, Delaware, Us
Services Provided+1 Services
30% Accounting Services
25% Tax Preparation Services
20% Financial Advisory & Consulting
15% CFO Services
AI Summary
“Red Bike Advisors supports small businesses and individuals with comprehensive financial services, including accounting, tax strategy, consulting, and forensic accounting, to improve financial clarity and value.”
Gnesist LLCProfile set up by Edverise AI
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At Gnesist LLC, we focus on strategic tax preparation, tax planning, monthly bookkeeping, accounting, CFO services, and financial consulting for small to mid-sized businesses and individuals. Our skilled team guarantees compliance, enhances financial efficiency, and offers customized advice suited t
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Richardson, Texas, Us
Services Provided
40% Tax Preparation Services
25% Bookkeeping Services
15% CFO Services
20% Financial Advisory & Consulting
AI Summary
“Gnesist LLC provides expert tax, bookkeeping, accounting, CFO, and financial consulting services tailored to small and mid-sized businesses and individuals, ensuring compliance and financial efficiency.”
Simplified Solutions Systems LLCProfile set up by Edverise AI
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Simplified Solutions Systems offers comprehensive management consulting services that cover everything from startups to the validation of current processes. Their diverse range of services includes financial analysis, data analytics, course design, training, policy and procedure development, and int
Highlights
$100-149/hr
Avg Hourly Rate
10-49
Employees
Services Provided+1 Services
49% Business Consulting Services
20% Financial Advisory & Consulting
15% Data Analytics Services
10% Training Services
AI Summary
“Simplified Solutions Systems LLC provides comprehensive management consulting, including financial analysis, IT strategy, training, and policy development across diverse industries and organizational needs.”
Accountit, CPAProfile set up by Edverise AI
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Located in Weston, Accountit is a reputable CPA firm that has been providing services to South Florida since 2004. We specialize in a wide range of services including Accounting, Tax, Bookkeeping, and Virtual or Fractional CFO & Advisory services. Our expertise caters to both businesses and high-net
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Weston, Florida, Us
Services Provided
38% Accounting Services
30% Tax Preparation Services
20% Bookkeeping Services
12% Financial Advisory & Consulting
AI Summary
“Accountit, CPA in Weston, offers comprehensive accounting, tax, bookkeeping, and CFO advisory services to businesses and high-net-worth individuals since 2004 with client-focused expertise.”
Fulkrem Management GroupProfile set up by Edverise AI
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Fulkrem Management Group assists B2B owners in transforming erratic sales and founder-dependent growth into a consistent and scalable revenue engine that enhances company value and frees up their time. If your sales pipeline is inconsistent, your team lacks a defined strategy, and you find yourself
Highlights
$1,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
East Gwillimbury, Ontario, Ca
Services Provided+1 Services
39% Business Consulting Services
20% Executive Coaching
15% Financial Advisory & Consulting
15% Sales Services
AI Summary
“Fulkrem Management Group partners with mid-size businesses to build scalable sales and operational infrastructures, delivering fractional leadership and strategic advisory to enhance revenue, valuation, and owner freedom.”
CoPilot TaxProfile set up by Edverise AI
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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.”
Clear House AccountantsProfile set up by Edverise AI
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Clear House Accountants are results-oriented business accountants based in London. As Chartered Certified Accountants, we specialize in supporting startups and small to medium enterprises (SMEs) that aim to expand their operations.
Highlights
10-49
Employees
London, England, Gb
Services Provided
69% Accounting Services
20% Business Consulting Services
11% Financial Advisory & Consulting
AI Summary
“Clear House Accountants, based in London, are Chartered Certified Accountants providing comprehensive financial and business services to startups and SMEs focused on growth and expansion.”
UP CreditProfile set up by Edverise AI
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UP Credit assists non-US citizens in navigating the American financial landscape. Our expertise lies in aiding non-resident business owners and entrepreneurs to establish accounts with the major US banks, obtain high-value credit cards, and access business funding no matter their location. Our offer
Highlights
$5,000+
Min Project Size
10-49
Employees
Miami, Florida, Us
Services Provided
49% Bank Account Opening Assistance
20% Business Formation
20% Mortgage Broker Services
11% Financial Advisory & Consulting
AI Summary
“UP Credit specializes in helping non-US residents establish US business entities, secure bank accounts, credit, and funding, enabling access to American financial opportunities globally.”
Merritt Business SolutionsProfile set up by Edverise AI
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MBS assists business owners in maintaining their operations by allowing them to reclaim time to concentrate on business growth. We help them save costs in areas like payroll services, workers' compensation, and employee benefits. Additionally, we ensure they remain compliant with ever-evolving regul
Highlights
2-9
Employees
Apopka, Florida, Us
Services Provided+1 Services
34% Payroll Services
20% Workers' Compensation Legal Services
20% Employee Benefits Consulting
15% HR Consulting Services
AI Summary
“Merritt Business Solutions partners with businesses to streamline payroll, HR, benefits, compliance, and financing, enabling growth, cost savings, and operational efficiency through personalized, consultative services.”

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