Top Information technology Financial Planning Companies

Discover Financial Planning companies serving the Information technology industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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25 Companies

Top Information technology Financial Planning Companies

SIMA Financial GroupProfile set up by Edverise AI
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For more than 25 years, SIMA Financial Group has been dedicated to supporting Richmond's business community and outstanding individuals. With a strong focus on building and improving the legacies of discerning entrepreneurs and their families, SIMA offers a diverse range of personalized financial se
Highlights
10-49
Employees
Richmond, Virginia, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“SIMA Financial Group, serving Richmond for over 25 years, provides personalized financial services supporting entrepreneurs and families to achieve their unique goals and build lasting legacies.”
Mighty FinancialProfile set up by Edverise AI
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Mighty Financial is an accounting firm dedicated to offering financial advice, strategic planning, and hands-on support to startups and small businesses. We take pride in delivering accurate results on the first attempt and recognize the challenges you are facing. Our goal is to collaborate with you
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
North Attleborough, Massachusetts, Us
Services Provided
60% Accounting Services
40% Financial Planning
AI Summary
“Mighty Financial provides comprehensive accounting, financial advice, and strategic planning to startups and small businesses, serving as a dedicated partner to support growth and resource management.”
ealyticsProfile set up by Edverise AI
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Ealytics delivers extensive accounting and business solutions aimed at improving financial processes, ensuring compliance, and fostering organizational development. Their customized accounting services encompass bookkeeping, financial planning, and part-time CFO functions. Moreover, Ealytics excels
Highlights
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
40% Accounting Services
20% Financial Planning
20% Software Development Services
20% Financial Advisory & Consulting
AI Summary
“Ealytics provides tailored accounting and business solutions, including bookkeeping, financial planning, part-time CFO services, and enterprise software deployment to enhance financial and operational efficiency.”
Oak Business ConsultantProfile set up by Edverise AI
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Oak Financial and Management Consultant is a premier consulting firm focusing on financi
Highlights
10-49
Employees
Dubai, Dubayy, Ae
Services Provided
39% Financial Planning
30% Business Consulting Services
20% Performance Management
11% Accounting Services
AI Summary
“Oak Business Consultant specializes in financial and management consulting, offering strategic planning, performance analysis, and operational support across retail, transportation, manufacturing, and IT sectors.”
4P Finance & Accounting SolutionsProfile set up by Edverise AI
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4P Finance & Accounting Solutions approaches the outsourcing of finance and accounting differently. Instead of merely providing services, we view ourselves as partners with our clients. We believe that our successes are intertwined. While we can manage your financial operations effectively, our prim
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Services Provided
39% Accounting Services
40% Financial Planning
11% Business Consulting Services
10% Risk Management Services
AI Summary
“4P Finance & Accounting Solutions partners with clients to deliver comprehensive outsourced finance and accounting services, integrating technology, strategic planning, and compliance for long-term success.”
KMK Ventures Private LimitedProfile set up by Edverise AI
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KMK consists of a team of over 320 professionals, including CPAs and Chartered Accountants, collaborating with companies in the US to provide comprehensive Financial Planning & Analysis (FP&A), accounting, and tax services. We function as an extended back office for your finance and accounting needs
Highlights
< $25/hr
Avg Hourly Rate
250-999
Employees
Ahmedabad, Gujarat, In
Services Provided
50% Accounting Services
30% Financial Planning
20% Tax Preparation Services
AI Summary
“KMK Ventures Private Limited provides comprehensive FP&A, accounting, and tax services to over 200 US clients, leveraging a skilled Indian team to ensure cost-efficient finance back-office solutions.”
Iota FinanceProfile set up by Edverise AI
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Iota Finance is an innovative financial services company designed to thrive in today’s business environment. We focus on providing seamlessly integrated financial operations and deliver customized solutions in accounting, FP&A, and strategic finance tailored for venture-backed startups, growing comp
Highlights
2-9
Employees
Services Provided
50% Accounting Services
30% Financial Planning
20% Financial Advisory & Consulting
AI Summary
“Iota Finance delivers integrated financial services and tailored solutions in accounting, FP&A, and strategic finance, empowering startups and growing companies with actionable insights and scalable frameworks.”
PilotProfile set up by Edverise AI
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Pilot is the leading and most dependable accounting, CFO, and tax service for startups and small businesses in the U.S. Practically, this means you can reclaim your time. You'll no longer need to worry about the accuracy of your financial records, search for a new accountant whenever someone leaves,
Highlights
50-249
Employees
San Francisco, California, Us
Services Provided
69% Accounting Services
16% Financial Planning
15% Tax Preparation Services
AI Summary
“Pilot offers reliable accounting, CFO, and tax services for startups and small businesses, providing accurate financial records and integrated software to support business growth.”
CA4ITProfile set up by Edverise AI
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CPA4IT (Chartered Professional Accountants for Information Technologists) is a Chartered Professional Accounting firm based in Canada that specializes in offering bookkeeping, accounting, tax, paralegal, and financial planning services tailored for independent contractors, small business owners, and
Highlights
10-49
Employees
Toronto, Ontario, Ca
Services Provided
40% Accounting Services
25% Tax Consulting
15% Legal Services
20% Financial Planning
AI Summary
“CPA4IT is a Canadian Chartered Professional Accounting firm providing bookkeeping, tax, paralegal, and financial planning services tailored for IT professionals, independent contractors, and small businesses.”
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.”

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