Top Financial Advisory & Consulting Companies

Business financial advisory work sits between the bookkeeper and the investment bank. Financial advisory and consulting firms build forecasts and financial models, set up budgeting and FP&A, value a business, prepare for a debt or equity raise, run quality of earnings and due diligence for deals, and advise on restructuring when cash runs short. Owners, CFOs and boards hire them ahead of a funding round, an acquisition or sale, a lender's covenant review, or when the numbers no longer explain what is happening.

The firms listed here vary widely in scale and focus. Look for credentials such as CPA, CFA or ASA in the team, and ask for transactions or models they have delivered for companies of your size.

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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

List of the Best Financial Advisory & Consulting Agencies

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Profitax Consultancy
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We provide startups with investor-ready documentation for fundraising at the seed stage and Series A. Additionally, we offer services for merger and acquisition bookkeeping and virtual CFO support.
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
50% Business Plan Development
25% Accounting Services
16% Financial Advisory & Consulting
9% CFO Services
AI Summary
“Profitax Consultancy specializes in preparing investor-ready fundraising documents, including seed and Series A stages, alongside merger advisory, bookkeeping, and virtual CFO services for startups.”
Jamie L. Walling, CPA, Inc.
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Founded in 2004, Jamie L. Walling, CPA, Inc. aimed to offer practical financial knowledge and trustworthy, friendly service to local clients and businesses. Throughout the years, our firm has expanded to become a comprehensive provider of various services, such as tax preparation, accounting, and au
Highlights
2-9
Employees
Eureka, Missouri, Us
Services Provided
39% Accounting Services
30% Tax Preparation Services
20% Audit Services
11% Financial Advisory & Consulting
AI Summary
“Jamie L. Walling, CPA, Inc. delivers comprehensive accounting, tax preparation, and auditing services with specialized expertise in diverse industries, including the cannabis sector, since 2004.”
NowCPA
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We simplify financial solutions for your business. To begin, call (403) 905-0275. Proudly serving all of Alberta, we provide professional accounting, corporate tax services, bookkeeping, financial advice, and additional services.
Highlights
$100,000+
Min Project Size
10-49
Employees
Medicine Hat, Alberta, Ca
Services Provided
39% Accounting Services
30% Tax Consulting
20% Bookkeeping Services
11% Financial Advisory & Consulting
AI Summary
“NowCPA offers comprehensive financial services including accounting, corporate tax, bookkeeping, and financial advice, serving businesses across Alberta with professional and simplified solutions.”
StrategicEdge Consulting Group, LLC
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At StrategicEdge, we recognize the importance of customized expertise that meets your business requirements. Our small business consultants possess substantial knowledge and specialized solutions designed to enhance your operations. Whether it’s navigating complicated financial matters or improving
Highlights
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided+1 Services
50% Sales Process Consulting
22% Business Consulting Services
14% Financial Advisory & Consulting
8% HR Consulting Services
AI Summary
“StrategicEdge Consulting Group provides tailored small business consulting services, including financial management, operations, HR, and strategic planning, to support sustainable growth and efficiency.”
Contractor's Ledger
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Contractor's Ledger is an accounting firm founded by CPAs that specializes in serving trade contractors. We offer the technical expertise of larger firms in areas like job costing, work-in-progress schedules, percentage-of-completion reporting, and certified payroll, all while providing the straight
Highlights
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided
66% Accounting Services
15% Bookkeeping Services
12% Payroll Services
7% Financial Advisory & Consulting
AI Summary
“Contractor's Ledger, a CPA-founded firm, delivers specialized accounting and financial management services tailored for trade contractors, ensuring accurate job costing, payroll, and reporting without long-term contracts.”
Michael Petrushansky, CPA PC
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Michael Petrushansky CPA PC ("MPCPA") is a Certified Public Accounting firm located in New York City that offers a comprehensive array of services, including accounting, tax preparation, financial management, QuickBooks support, business incorporations, as well as specialized accounting for construc
Highlights
2-9
Employees
Brooklyn, New York, Us
Services Provided+1 Services
50% IT Helpdesk & Support Services
22% Accounting Services
11% Tax Preparation Services
11% Financial Advisory & Consulting
AI Summary
“Michael Petrushansky CPA PC is a New York-based accounting firm providing comprehensive services including tax preparation, financial management, QuickBooks support, and specialized accounting for various industries.”
Italian Accountants Ltd.
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Italian Accountants Limited is a Chartered Certified Accountants firm founded in 2009 that offers a broad array of financial and tax services for small and medium-sized enterprises as well as individuals. As Chartered Certified Accountants, we are regulated by the Association of Chartered Certified
Highlights
2-9
Employees
Services Provided
69% Accounting Services
20% Tax Preparation Services
11% Financial Advisory & Consulting
AI Summary
“Italian Accountants Ltd., established in 2009, is a Chartered Certified Accountants firm providing expert financial and tax services to individuals and SMEs, ensuring compliance and excellence.”
FixIT Consul-Tech LLC
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We are a prominent Accounting and IT consultancy firm located in the United States, dedicated to aiding both small and large businesses in their growth through various services, such as accounting, taxation, financial consulting, and IT support. At FixIT-ConsulTech, we provide an extensive array of
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
50-249
Employees
Services Provided
50% IT Helpdesk & Support Services
29% Accounting Services
12% Tax Consulting
9% Financial Advisory & Consulting
AI Summary
“FixIT Consul-Tech LLC offers comprehensive accounting, taxation, financial consulting, and IT support services, enabling businesses to ensure compliance, optimize finances, and support sustainable growth across industries.”
The Daily Team, RE/MAX of Orange Beach
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Patrick Daily combines enthusiasm and expertise in his position as a Gulf Coast REALTOR, RE/MAX Broker/Owner, and industry leader. His vision, confidence, exceptional negotiation skills, and the unique ability to genuinely grasp clients' needs set him apart as a top real estate agent. Since the star
Highlights
2-9
Employees
Services Provided
59% Real Estate Brokerage Services
15% Property Management Services
15% Moving Services
11% Financial Advisory & Consulting
AI Summary
“The Daily Team at RE/MAX of Orange Beach, led by Patrick Daily, offers expert real estate services including buying, selling, appraisals, and property management in the Gulf Coast region.”
SustainOpp
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SustainOpp operates as an independent collaborator for organizations seeking tangible advancements in sustainability. Our mission is to bridge the divide between sustainability goals and actual performance in portfolios, operations, and reporting. We leverage extensive expertise in ESG regulations,
Highlights
2-9
Employees
Services Provided
60% Environmental Consulting
30% Business Consulting Services
5% Financial Advisory & Consulting
5% Fundraising & Investor Readiness Consulting
AI Summary
“SustainOpp partners with organizations to advance sustainability by bridging goals with performance, leveraging ESG expertise to implement practical strategies, policies, and systems for tangible outcomes.”

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Top Financial Advisory & Consulting Companies

List of the Best Financial Advisory & Consulting Agencies

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