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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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

29 Companies

Top Information technology Financial Planning Companies

CA4IT
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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 LLC
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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.”
Miners Mills, Inc.
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Chief Financial Officer & Strategic Analyst for Entrepreneurial Ventures in Los Angeles and Beyond. (We handle the calculations for you!) FINANCIAL ACCOUNTING & REPORTING Let's ensure the figures are accurate and keep all relevant stakeholders well-informed. Service examples include: FINANCIAL P
Highlights
$5,000+
Min Project Size
2-9
Employees
Services Provided
48% CFO Services
25% Financial Planning
15% Financial Reporting
12% Business Strategy & Planning
AI Summary
“Miners Mills, Inc. provides comprehensive financial accounting, planning, analysis, and strategic consulting services, supporting entrepreneurial ventures with accurate reporting and growth-focused decision-making.”
Sagelight Accounting LLC
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Sagelight Accounting is an outsourced accounting company that caters to real estate operators, e-commerce brands, funds, and multi-entity businesses throughout the United States. The firm offers a range of services including controller support, fund administration, financial planning and analysis (F
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
Denver, Colorado, Us
Services Provided
48% Accounting Services
20% Bookkeeping Services
16% Financial Planning
16% CFO Services
AI Summary
“Sagelight Accounting delivers outsourced accounting and financial management services—including CFO support, bookkeeping, and fund administration—to diverse U.S. businesses with high accuracy and cost-efficiency.”
Celeste Business Advisors LLP
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Experience clarity, control, and cash flow without the complexities of corporate structures. At Celeste Business Advisors LLP, we assist rapidly growing small and medium-sized businesses (SMBs) and their owners in making informed financial choices through our specialized Fractional CFO, Strategic Bo
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Mumbai, Maharashtra, In
Services Provided
50% Accounting Services
30% Bookkeeping Services
20% Financial Planning
AI Summary
“Celeste Business Advisors LLP provides Fractional CFO and financial planning services to SMBs across sectors, delivering clear, actionable insights for strategic growth and investor readiness.”
Zeni
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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.”
Brookseed Partners, Inc.
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Reach out to Brookseed Partners for assistance in the following areas: 1. Interim or fractional CFO and FP&A positions. 2. Financial modeling and analysis. 3. High-level financial roles in private equity portfolios. 4. Financial modeling or CFO services for SaaS, recurring revenue, manufacturing, eC
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
Huntington Beach, California, Us
Services Provided
49% CFO Services
25% Financial Advisory & Consulting
15% Financial Planning
11% Analytics Services
AI Summary
“Brookseed Partners, Inc. provides interim CFO, financial modeling, and analysis services across various industries, specializing in cash flow management, ROI evaluations, and KPI development.”
TaxCare Accountants
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Situated in Birmingham's core, Tax Care Accountants is an expanding accounting firm focusing on small to medium-sized enterprises (SMEs) and contractors. We take pride in supporting our local business community by offering personalized business assistance, ensuring healthy cash flow, and facilitatin
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Birmingham, England, Gb
Services Provided
69% Accounting Services
20% Business Consulting Services
11% Financial Planning
AI Summary
“TaxCare Accountants in Birmingham specializes in supporting SMEs and contractors with personalized cloud-based accounting solutions, enhancing financial management and promoting business growth in a digital economy.”
Johnson O'Connor Feron & Carucci
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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/hr
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.”
DCG | CPA and Management Consulting Firm
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In a landscape where many CPA firms focus solely on tax software, we at DCG take a different approach. We have positioned ourselves as leaders in offering comprehensive finance and accounting services, guided by an experienced CFO. Our objective as a professional CPA firm is to minimize the risks th
Highlights
50-249
Employees
Phoenix, Arizona, Us
Services Provided+1 Services
49% Accounting Services
11% Accounting System Integration
15% Financial Planning
15% Tax Planning
AI Summary
“DCG is a professional CPA and management consulting firm offering comprehensive finance and accounting services with expert oversight, ensuring accurate, efficient handling of complex financial needs.”

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