Top Contracting Financial Planning Companies

Discover Financial Planning companies serving the Contracting 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

259 Companies

Top Contracting Financial Planning Companies

Hyland InsuranceProfile set up by Edverise AI
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Hyland Insurance is a standalone insurance agency that provides a wide range of insurance options to safeguard you against unforeseen events. Our expertise includes personal insurance, business insurance, employee benefits, and financial planning.
Highlights
10-49
Employees
Louisville, Kentucky, Us
Services Provided
50% Insurance Services
30% Employee Benefits Consulting
20% Financial Planning
AI Summary
“Hyland Insurance is a comprehensive insurance agency offering personal, business, employee benefits coverage, and financial planning services to protect clients against unforeseen risks.”
ViTWO (6 Livo Technologies Pvt Ltd)Profile set up by Edverise AI
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ViTWO is a prominent virtual CFO service provider located in India, offering a distinctive and integrated financial management solution for businesses. The financial challenges faced by small and medium enterprises can be alleviated through automated and blended CFO solutions. This approach leads to
Highlights
50-249
Employees
Kolkata, West Bengal, In
Services Provided
59% Accounting Services
25% Financial Advisory & Consulting
16% Financial Planning
AI Summary
“ViTWO offers integrated virtual CFO services in India, providing automated financial management, accounting, compliance, analytics, and strategic planning to optimize small and medium business finances efficiently.”
ABC Financial AdvisorProfile set up by Edverise AI
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ABCFinancialAdvisor provides transformative financial consultations for individuals and businesses across Canada. They are recognized as top financial advisors for retirement planning, investment management, estate planning, and insurance management in both Vancouver and Toronto. The firm offers exp
Highlights
2-9
Employees
Markham, Ontario, Ca
Services Provided+1 Services
25% Financial Planning
25% Wealth Management
20% Estate Planning Services
15% Insurance Services
AI Summary
“ABC Financial Advisor delivers expert financial consultation services across Canada, excelling in retirement planning, investment, estate and insurance management, and tax advisory for individuals and businesses.”
B
BlackpeakCFOProfile set up by Edverise AI
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Stop waiting for the 20th to review last month’s errors. Many accounting firms merely report past events when it’s already too late to address them. Blackpeak CFO acts as a strategic hub for high-growth companies and private equity-backed portfolios in the U.S. We specialize in turning chaotic back-
Highlights
$5,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Services Provided
50% Accounting Services
25% Financial Planning
25% CFO Services
AI Summary
“Blackpeak CFO delivers strategic, timely financial management and reporting for high-growth and private equity-backed firms, specializing in SaaS, legal, and M&A readiness with cloud-based solutions.”
Lance CPA GroupProfile set up by Edverise AI
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Joshua Lance CPA, LLC is a specialized public accounting firm based in Chicago, Illinois, that focuses on providing outsourced accounting and CFO services to small businesses and entrepreneurs through cloud-based solutions. We also offer consulting for small businesses, as well as services in financ
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
2-9
Employees
Chicago, Illinois, Us
Services Provided
48% Accounting Services
20% Financial Planning
20% Tax Preparation Services
12% Business Consulting Services
AI Summary
“Lance CPA Group, based in Chicago, offers outsourced accounting, CFO services, consulting, financial and tax planning for small businesses, leveraging cloud-based solutions to support entrepreneurs.”
Luft Advisory ServicesProfile set up by Edverise AI
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As a premier provider of Fractional CFO services, Luft Advisory Services collaborates with your team to navigate complex financial matters, creating pathways for sustainable growth and operational excellence across a variety of industries. We seamlessly integrate with your business, offering a range
Highlights
$5,000+
Min Project Size
50-99
Avg Hourly Rate
2-9
Employees
Services Provided
69% CFO Services
16% Financial Planning
15% Mergers & Acquisitions Consulting
AI Summary
“Luft Advisory Services offers expert Fractional CFO solutions across diverse industries, enhancing financial management, strategic planning, and operational efficiency for startups, private firms, and family funds.”
Grimsley & Company CPAsProfile set up by Edverise AI
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For many years, Grimsley & Company CPAs has been delivering exceptional, tailored financial advice to both individuals and businesses, both locally and internationally. Our services encompass a wide range, from fundamental tax management and accounting to more comprehensive offerings like financial
Highlights
10-49
Employees
Tallahassee, Florida, Us
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Financial Planning
AI Summary
“Grimsley & Company CPAs offers comprehensive financial services including tax management, accounting, financial statements, and planning to individuals and businesses locally and internationally.”
FinteraProfile set up by Edverise AI
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Fintera operates its finance operations under a unified system overseen by a single CFO. AI manages the closing process, reconciliations, and reporting at high speed, while your dedicated CFO reviews and approves all outputs. You receive investor-quality financial statements by Day 5, access to real
Highlights
$1,000+
Min Project Size
2-9
Employees
Albuquerque, New Mexico, Us
Services Provided
49% Financial Reporting
20% Financial Planning
16% Financial Advisory & Consulting
15% Analytics Services
AI Summary
“Fintera streamlines finance operations using AI-driven closing, reconciliations, and reporting, delivering investor-quality statements and strategic guidance from Seed to Series B stages under CFO oversight.”
CFO VenturesProfile set up by Edverise AI
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CFO Ventures offers on-demand CFO services specifically designed for startups and SMEs in the UAE, Saudi Arabia, and the broader MENA region. We assist companies in mastering their financial strategy without the need to hire a full-time Chief Financial Officer. Our key areas of expertise include fra
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Dubai, Dubayy, Ae
Services Provided+1 Services
49% CFO Services
20% Financial Planning
15% Financial Advisory & Consulting
10% Investor Relations
AI Summary
“CFO Ventures provides on-demand fractional CFO services, financial planning, fundraising support, and strategic advisory tailored for startups and SMEs across the MENA region, ensuring growth and compliance.”
Johnson O'Connor Feron & CarucciProfile set up by Edverise AI
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Established in 1945, Johnson O'Connor has evolved into a leading accounting and consulting firm in the Greater Boston region. We offer a wide array of services, including tax solutions, assurance services, strategies for mergers and acquisitions, business consulting, and financial planning. Our clie
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Wakefield, Massachusetts, Us
Services Provided+1 Services
30% Accounting Services
20% Tax Consulting
20% Financial Planning
20% Business Consulting Services
AI Summary
“Established in 1945, Johnson O'Connor Feron & Carucci provides comprehensive accounting, tax, consulting, and financial planning services to middle-market and family businesses in Greater Boston.”

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