Top Business services Financial Planning Companies

Discover Financial Planning companies serving the Business services 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

40 Companies

Top Business services Financial Planning Companies

Cardem ConsultingProfile set up by Edverise AI
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Cardem Consulting is a consulting firm located in Colombia, focusing on financial, administrative, and audit services to help businesses enhance their competitiveness and streamline their operational processes. We currently work with companies in various sectors, including Oil & Gas, hospitality, ed
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Barranquilla, Atlantico, Co
Services Provided
40% Accounting Services
30% Audit Services
15% Tax Preparation Services
15% Financial Planning
AI Summary
“Cardem Consulting is a Colombian firm offering financial, administrative, and audit services such as business valuation, project evaluation, and accounting outsourcing across diverse industries.”
J&K AssociatesProfile set up by Edverise AI
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J&K Associates is a professional accounting firm focused on empowering business owners through outstanding accounting and bookkeeping services. Our goal is to provide clients with financial clarity and confidence, fostering sustainable growth and success. We serve a wide range of clients, from small
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Fort Collins, Colorado, Us
Services Provided
69% Accounting Services
20% Bookkeeping Services
11% Financial Planning
AI Summary
“J&K Associates provides tailored accounting and bookkeeping services emphasizing transparency and integrity, empowering diverse clients with clear financial insights to support growth and wealth management.”
Blue Orbit Restaurant ConsultingProfile set up by Edverise AI
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Blue Orbit Restaurant Consulting is a comprehensive consulting firm specializing in various aspects of restaurant development, hospitality strategy, food hall advisory, and operational planning. With over 20 years of experience, they partner with restaurant owners, developers, investors, hotels, and
Highlights
2-9
Employees
Services Provided
58% Business Consulting Services
25% Food and Beverage Services
11% Training Services
6% Financial Planning
AI Summary
“Blue Orbit Restaurant Consulting offers expert restaurant and hospitality strategy, operational planning, and development consulting, supporting diverse clients with innovative, financially sound solutions for sustainable success.”
ZeniProfile set up by Edverise AI
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Zeni's AI-driven bookkeeping updates your financial records daily, provides real-time insights, and delivers customized support from experts, all through one platform. Finance Concierge Every Zeni client benefits from a dedicated finance concierge, a resource for all inquiries and requests, supporte
Highlights
250-999
Employees
Palo Alto, California, Us
Services Provided
40% Bookkeeping Services
30% Accounting Services
15% Financial Planning
15% Payroll Services
AI Summary
“Zeni offers AI-powered bookkeeping and comprehensive financial services, including expert support and real-time dashboards, tailored to startups with flexible service tiers.”
G
Greenkey ConslutingProfile set up by Edverise AI
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Providing extensive operations and finance consulting services to small and medium-sized enterprises. Collaborating with business owners and top executives, I deliver actionable solutions based on my firsthand experience in rapidly growing, venture-backed, and self-funded start-ups. My areas of expe
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
Bethesda, Maryland, Us
Services Provided+1 Services
30% Business Consulting Services
20% Financial Planning
15% Inventory Management
15% Wholesale Services
AI Summary
“Greenkey Consulting offers comprehensive operations and finance advisory services to SMEs, leveraging startup experience to enhance cost management, strategic sourcing, financial planning, marketing, and human resources.”
Right Path Global ServicesProfile set up by Edverise AI
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We specialize in Business Process Management and Outsourcing solutions for international clients. Our goal is to assist businesses like yours in streamlining operations, cutting costs, and improving efficiency through our personalized services. Our areas of expertise encompass offerings such as Acco
Highlights
$10,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Pune, Maharashtra, In
Services Provided+3 Services
20% Accounts Payable Services
20% Accounts Receivable Recovery
15% Accounting Services
15% Financial Planning
AI Summary
“Right Path Global Services offers comprehensive Business Process Management and Outsourcing solutions, enhancing operational efficiency and cost-effectiveness across finance, procurement, sales, and internal functions.”
Outsourced Finance Professional CorporationProfile set up by Edverise AI
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Outsourced Finance is a CPA-led accounting firm based in Canada, focusing on bookkeeping, tax services, and virtual CFO support for small to mid-sized businesses, startups, and professional service firms. Located in Thornhill, Ontario, we assist entrepreneurs in achieving financial clarity through p
Highlights
$25-49/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% Accounting Services
20% Payroll Services
20% Tax Preparation Services
11% Financial Planning
AI Summary
“Outsourced Finance Professional Corporation is a Canadian CPA-led firm providing bookkeeping, tax, and virtual CFO services to small and mid-sized businesses, enhancing financial clarity with cloud-based solutions.”
Pasquesi Partners LLCProfile set up by Edverise AI
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Our mission is to assist growth-stage companies in managing the detailed financial aspects necessary to bring their visions to life. While we provide standard services like bookkeeping, payroll, tax preparation, and financial statements, we differentiate ourselves from traditional accounting firms b
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, Us
Services Provided+1 Services
30% Bookkeeping Services
20% Payroll Services
20% Tax Preparation Services
15% Financial Planning
AI Summary
“Pasquesi Partners LLC offers growth-stage companies comprehensive digital accounting with education, strategy, and automation, enabling optimized cash flows, scalable finances, and founder-friendly financing.”
Javnick FinancialProfile set up by Edverise AI
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Certified accountant with expertise in nonprofit and business sectors. I provide financial planning strategies, bookkeeping services for nonprofits, efficient payroll solutions, budget development and oversight, grant tracking, and business management methods. Additionally, I offer bookkeeping for s
Highlights
$250,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided+1 Services
39% Accounting Services
20% Payroll Services
11% Financial Planning
20% Bookkeeping Services
AI Summary
“Javnick Financial is a certified accounting firm offering comprehensive financial planning, bookkeeping, payroll, tax preparation, and business management services tailored for nonprofits and small businesses.”
AcclarityProfile set up by Edverise AI
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Acclarity is an accounting and consulting firm that boasts a national team of experts with international consulting experience, addressing intricate financial and operational issues across various sectors. Their adaptable service model allows them to offer tailored solutions to the Office of the CFO
Highlights
50-249
Employees
Fort Lauderdale, Florida, Us
Services Provided+1 Services
33% BI & Big Data Consulting & SI
33% IT Compliance & Governance
15% Accounting Services
12% CFO Services
AI Summary
“Acclarity delivers expert accounting and consulting services nationwide, offering tailored financial solutions and strategic advisory across diverse sectors for organizations including startups, non-profits, and private equity firms.”

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