Top Other industries Financial Planning Companies

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

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36 Companies

Top Other industries Financial Planning Companies

DHA CPAs (Drazan, Henke & Associates)Profile set up by Edverise AI
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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.”
Sagelight Accounting LLCProfile set up by Edverise AI
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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.”
WALLACE TAX AND ACCOUNTINGProfile set up by Edverise AI
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Wallace Tax and Accounting, located in New York, NY, offers a comprehensive array of accounting, bookkeeping, consulting, outsourcing, payroll, and business services, available either at your premises or at our office. Our team includes skilled accounting professionals dedicated to maintaining the a
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
58% Accounting Services
20% Bookkeeping Services
11% Financial Planning
11% Tax Preparation Services
AI Summary
“Wallace Tax and Accounting provides comprehensive bookkeeping, accounting, tax preparation, consulting, and payroll services in New York and remotely, ensuring secure, accurate financial management for businesses and individuals.”
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/hr
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.”
Milman & Company Chartered AccountantsProfile set up by Edverise AI
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Milman & Company Chartered Accountants is a fully licensed and insured public accounting firm offering a comprehensive range of services. Our office is conveniently situated in North Toronto at the corner of Dufferin and Steeles, within the Dufferin Corners plaza (on the southeast side). We provide
Highlights
2-9
Employees
Toronto, Ontario, Ca
Services Provided
39% Accounting Services
35% Tax Consulting
15% Audit Services
11% Financial Planning
AI Summary
“Milman & Company Chartered Accountants, based in North Toronto, offers comprehensive accounting, taxation, assurance, bookkeeping, and financial planning services for corporate and personal clients.”
Mavens AdvisorProfile set up by Edverise AI
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At **Mavens Advisor**, we focus on delivering customized CFO and bookkeeping services specifically for creative agencies and innovative companies. We simplify intricate financial issues with strategic insights and best practices that promote sustainable growth and encourage innovation. Our methodol
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10-49
Employees
Services Provided
59% CFO Services
30% Bookkeeping Services
11% Financial Planning
AI Summary
“Mavens Advisor delivers tailored CFO, bookkeeping, and advisory services to creative and innovative firms, emphasizing transparency, advanced technology, and data-driven financial growth strategies.”

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