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

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
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.”
Lodestar TaxesProfile set up by Edverise AI
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Lodestar Taxes is a certified expert in tax resolution that offers a variety of services, including: 1) accounting for small businesses, 2) tax planning, 3) budgeting and forecasting, 4) strategic business planning, 5) succession planning, 6) cash flow management, 7) QuickBooks services, 8) traditio
Highlights
10-49
Employees
Charlotte, North Carolina, Us
Services Provided+1 Services
30% Accounting Services
25% Tax Preparation Services
15% Financial Planning
15% Business Consulting Services
AI Summary
“Lodestar Taxes provides comprehensive tax resolution and financial services, including accounting, tax planning, business and estate planning, bookkeeping, and financial statement preparation for individuals and businesses.”
Scale CPAProfile set up by Edverise AI
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Scale CPA offers tax and accounting solutions tailored for fast-growing companies, particularly those in the coffee shop, e-commerce, and technology sectors. Our offerings consist of tax planning, compliance, bookkeeping, and CFO services. We leverage data, analytics, and visual tools to track trend
Highlights
10-49
Employees
Jersey City, New Jersey, Us
Services Provided
39% Tax Preparation Services
30% Accounting Services
20% Business Consulting Services
11% Financial Planning
AI Summary
“Scale CPA provides tailored tax, accounting, and CFO services to fast-growing companies across coffee shop, e-commerce, and tech sectors, using data analytics to support strategic growth and compliance.”
ToledoCPAs.comProfile set up by Edverise AI
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ToledoCPAs.com, a top CPA firm based in Toledo, Ohio, offers comprehensive financial and accounting services to individuals, businesses, and organizations. Individual services encompass wealth management, estate planning, and financial management for seniors. For small businesses, the firm provides
Highlights
2-9
Employees
Toledo, Ohio, Us
Services Provided
39% Accounting Services
30% Tax Preparation Services
20% Business Consulting Services
11% Financial Planning
AI Summary
“ToledoCPAs.com is a Toledo-based CPA firm offering comprehensive, transparent-priced financial, accounting, tax, and business services to individuals and small businesses with trusted expertise.”
CebridgeProfile set up by Edverise AI
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Cebridge is a business financing firm that has successfully obtained over $10 billion in funding since its establishment in 1994. Located in Canada, our team consists of skilled professionals, including CPAs, CGAs, LPAs, and consultants, all focused on delivering value. We provide an extensive range
Highlights
10-49
Employees
Vaughan, Ontario, Ca
Services Provided+1 Services
50% Other IT Consulting and SI
16% Tax Preparation Services
13% Financial Advisory & Consulting
12% Bookkeeping Services
AI Summary
“Cebridge, a Canadian finance firm founded in 1994, offers comprehensive business solutions including tax, financing, bookkeeping, planning, audits, investments, and IT consultancy with expert professionals.”
P
Pacific Coast Accounting & Financial SolutionsProfile set up by Edverise AI
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You can reach your short and long-term financial objectives by utilizing our cost-effective, tailored solutions that take your current and future requirements into consideration. We offer assistance with bookkeeping, regulatory compliance, tax preparation, and financial planning. By using advanced a
Highlights
2-9
Employees
Santa Clara, California, Us
Services Provided
35% Bookkeeping Services
30% Tax Preparation Services
20% Accounting Services
15% Financial Planning
AI Summary
“Pacific Coast Accounting & Financial Solutions offers tailored accounting, tax, payroll, and financial planning services, leveraging advanced analytics to enhance clients' financial performance and decision-making.”
AngelusProfile set up by Edverise AI
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Angelus is a values-driven firm providing accounting, advisory, and private wealth services for families, ministries, and mission-oriented businesses, helping them manage their resources with intention. We view money as a means to fulfill a mission, and our aim is to offer clarity, discipline, and b
Highlights
2-9
Employees
Services Provided+1 Services
30% Accounting Services
25% Tax Preparation Services
20% Business Consulting Services
15% Financial Planning
AI Summary
“Angelus offers comprehensive accounting, tax, advisory, and wealth management services integrating faith-based values, tailored for families, ministries, and mission-driven businesses to achieve intentional financial growth and impact.”
M
MPCPA Professional CorporationProfile set up by Edverise AI
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MPCPA Professional Corporation, situated at 373 Steeles Ave W #202 in Brampton, ON, is a reputable accounting and business consulting firm dedicated to serving individuals and businesses in Brampton and the Greater Toronto Area. We provide customized financial and advisory services aimed at facilita
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Brampton, Ontario, Ca
Services Provided
48% Accounting Services
30% Business Consulting Services
11% Tax Preparation Services
11% Financial Planning
AI Summary
“MPCPA Professional Corporation in Brampton offers tailored accounting and business consulting services, including tax, payroll, and financial planning, to support growth, compliance, and operational excellence.”
Bengston & Smith, P.CProfile set up by Edverise AI
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Bengston & Smith, PC, boasts a team of experienced Certified Public Accountants. For more than 20 years, our accounting firm has been delivering a wide range of tax and accounting services to businesses across Connecticut. Our expertise includes: - tax planning and preparation for both businesses an
Highlights
2-9
Employees
Farmington, Connecticut, Us
Services Provided
49% Accounting Services
30% Tax Consulting
11% Business Valuation Services
10% Financial Planning
AI Summary
“Bengston & Smith, P.C. is a Connecticut-based accounting firm providing tax planning, preparation, business valuation, and financial management services to diverse industries for over 20 years.”
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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