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

P
Pretty BooksProfile set up by Edverise AI
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What sets us apart? Pretty Books goes beyond being just a conventional bookkeeper or standard accounting firm — we adopt a comprehensive approach to financial operations, ranging from system setup to developing strategic growth plans. We provide customized packages tailored to your business needs, a
Highlights
2-9
Employees
Seattle, Washington, Us
Services Provided
39% Accounting Services
30% Bookkeeping Services
20% Financial Planning
11% Business Consulting Services
AI Summary
“Pretty Books offers tailored bookkeeping and financial management solutions, combining innovative strategies, technology integration, and comprehensive oversight to support business growth.”
Optimize Financial GroupProfile set up by Edverise AI
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Optimize Financial Group is a leading Canadian wealth management firm that provides comprehensive multi-family office services to individuals and financial professionals nationwide. We focus on investment management, financial planning, tax preparation, estate planning, insurance, and lending. Our h
Highlights
250-999
Employees
Services Provided+1 Services
38% Wealth Management
20% Financial Planning
15% Tax Preparation Services
15% Estate Planning Services
AI Summary
“Optimize Financial Group is a Canadian wealth management firm offering multi-family office services including investment management, financial planning, tax, estate, insurance, and lending to optimize clients' wealth growth and protection.”
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
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.”
CBM AccountingProfile set up by Edverise AI
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Councilor, Buchanan & Mitchell is a comprehensive tax, accounting, and consulting firm that has been offering professional services to clients in the Washington, DC area, the Mid-Atlantic region, and across the country since 1921. With offices located in Bethesda, Maryland, and Washington, DC, our a
Highlights
50-249
Employees
Bethesda, Maryland, Us
Services Provided+1 Services
49% Accounting Services
20% Tax Preparation Services
15% Financial Planning
10% Business Consulting Services
AI Summary
“Councilor, Buchanan & Mitchell is a long-established tax, accounting, and consulting firm serving diverse clients nationwide with financial planning and litigation-related services from its Maryland and DC offices.”
Chun & CompanyProfile set up by Edverise AI
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Situated in Kelowna within the scenic Okanagan Valley, we have been delivering accounting, tax, and financial planning services to individuals, businesses, trusts, and estates across Canada since 1994. Our smaller size enables us to prioritize client needs and respond swiftly to changes. We have acc
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
2-9
Employees
Kelowna, British Columbia, Ca
Services Provided
59% Accounting Services
30% Tax Consulting
11% Financial Planning
AI Summary
“Chun & Company, located in Kelowna, offers personalized accounting, tax, financial planning, and IT support services across Canada, leveraging expertise and a strong professional network since 1994.”
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
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.”
Total Solutions Alliance LLCProfile set up by Edverise AI
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We are dedicated to offering impartial guidance and sound strategies across all aspects of Real Estate and Financial Services. Our services are customized to meet your specific requirements. We offer a range of services including Real Estate Sales, Real Estate Financing, Business Funding, Land Banki
Highlights
10-49
Employees
Stockton, California, Us
Services Provided+1 Services
30% Real Estate Brokerage Services
20% Real Estate Leasing
15% Wealth Management
20% Property Management Services
AI Summary
“Total Solutions Alliance LLC provides impartial, customized real estate and financial services including sales, financing, property management, business funding, insurance, retirement planning, and debt solutions.”
Fully AccountableProfile set up by Edverise AI
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Comprehensive Accounting, Finance, and Bookkeeping Services Fully Accountable is a comprehensive accounting firm that provides outsourced finance and accounting solutions for eCommerce and digital businesses. You can select from services such as outsourced bookkeeping, outsourced accounting, and fra
Highlights
50-249
Employees
Fairlawn, Ohio, Us
Services Provided
40% Accounting Services
25% Bookkeeping Services
15% Financial Planning
20% CFO Services
AI Summary
“Fully Accountable provides outsourced accounting, bookkeeping, and CFO advisory services tailored for eCommerce and digital businesses, delivering expert financial management to optimize growth and profitability.”
Accounting Group of WNYProfile set up by Edverise AI
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Accounting Group of WNY CPA PC is an accounting firm located in New York City. Established in 1997, the team provides a wide array of services tailored for business owners, executives, and independent professionals, all at reasonable rates. Their offerings cover almost every facet of financial manag
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Elma, New York, Us
Services Provided+1 Services
39% Accounting Services
30% Tax Preparation Services
15% Financial Planning
10% Business Formation
AI Summary
“Accounting Group of WNY CPA PC is a New York City firm offering comprehensive accounting, tax, financial planning, and business services tailored to executives, owners, and professionals since 1997.”
Seafarer ConsultingProfile set up by Edverise AI
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At Seafarer Consulting, we assist business owners in managing their finances effortlessly. We offer remote bookkeeping, accounting, financial planning and analysis (FP&A), and fractional CFO services tailored for small and expanding businesses across various industries. Our U.S.-based team ensures y
Highlights
50-99
Avg Hourly Rate
10-49
Employees
Services Provided
40% Bookkeeping Services
25% Accounting Services
20% Financial Planning
15% Business Consulting Services
AI Summary
“Seafarer Consulting provides tailored remote bookkeeping, FP&A, and fractional CFO services helping small businesses manage finances, improve cash flow, and make informed decisions for confident growth.”

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