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.

How this list is built

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

25 Companies

Top Information technology Financial Planning Companies

Miners Mills, Inc.Profile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 LLCProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 LLPProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”
ZeniProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.Profile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 AccountantsProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 & CarucciProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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 FirmProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
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.”
DHA CPAs (Drazan, Henke & Associates)Profile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Where teamwork intersects with a proactive and innovative mindset. At DHA, we merge the resources, benefits, and expertise of a large company with the personal touch you find in a smaller one. We collaborate with each client to create a tailored mix of services that allow them to concentrate on what
Highlights
10-49
Employees
Chaska, Minnesota, Us
Services Provided
69% Accounting Services
20% Business Consulting Services
11% Financial Planning
AI Summary
“DHA CPAs combines large-firm expertise with personalized service, offering tailored financial and strategic solutions that foster client success through collaboration and innovative teamwork.”
Delmarva CFO LLCProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Delmarva CFO offers outsourced financial services for businesses, including bookkeeping, CFO services, and financial planning and analysis. Additionally, we serve as an IT managed services provider. For small businesses, a single call is all it takes to handle both your financial management and IT n
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Lewes, Delaware, Us
Services Provided
50% Managed IT Services
28% Accounting Services
14% Financial Planning
8% CFO Services
AI Summary
“Delmarva CFO LLC provides outsourced financial services like CFO support and bookkeeping, alongside IT managed services, offering integrated financial and IT solutions for small businesses.”

«Previous 13 Next»

Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

Trust & Reviews

B2B Reviews Are Dying What Comes Next?

For the past decade, online reviews have been the default trust signal for B2B buyers. Before signing a contract with an agency, you check their Clutc

Nihar Ranjan Rout

B2B Strategy

The Discovery Gap: Why Great Work Isn't Enough Anymore

There was a time when doing exceptional work was enough to build a thriving agency. The work spoke for itself. Clients referred you. Reputation compou

Akash Mahapatra

Industry Trends

The Era of the Directory Is Over. Here's What's Replacing It.

The B2B directory had a good run. For two decades, it was the primary infrastructure connecting buyers with service providers a digital marketplace bu

Nihar Ranjan Rout

Check All Our Blogs

One Platform. One Promise. One Trust.

Whatever your business challenge, browse our most in-demand service categories to find top-rated companies and providers.