Top 5 Business Financial Consultants
Top 5 Business Financial Consultants
Top 5 Business Financial Consultants
TLDR;
Business financial consultants and advisors guide businesses with their financial strategy that reduces cost and generates revenue.
Their consultancy includes: wealth & risk tax management, tax management, financial business plan, bookkeeping and investment planning and decision making.
5 individual business financial consultants: Eduardo F Azcoitia, David Evans, Dave Ramsey, Howard Schoenfeld and Steve Lockshin
5 business business financial consultancy firms: OGScapital, Zeni, Future Market Insights, KPMG and Protiviti
To keep your finance strategies, funding, wealth management and taxes on toes, you must need a well reputed financial business consultant
What services do business financial consultants provide?
Both individual consultants and consultancy firms provide some basic services that include:
Financial strategy:
Financial consultants assist their clients to improve their financial strategy and create flexible procedures by designing long-term or short-term business agendas and strategic forecasting and planning to increase profits.
Improve performance and cost optimization:
Financial consultants help improve performance by identifying possible growth opportunities through deep rooted analysis. They also assist businesses maximize revenue with cost effective approaches to reduce expenditure and optimize cash flow operations and business transactions to build a solid business structure.
Risk management:
Consultants help businesses manage financial risks by educating clients about legal, financial, and regulatory compliance requirements. They also help clients with corporate governance and compliance processes.
Tax advisory and Accounting:
Financial consultants help their clients handle taxes and compliance processes, accounting, bookkeeping and payroll services.
Wealth management:
Financial consultants also guide individuals with their wealth management services that include tax planning, loans, saving for retirement, investing a windfall, funding college education and estate planning.
Capital structure and decision making:
Financial consultants help their clients with investment planning, funding strategy and capital structure. They sometimes guide new businesses with raising funds. Most importantly, they assist their clients in decision making by providing meaningful financial analysis and data-driven metrics.
Both individual consultants and consultancy firms provide some basic services that include:
Financial strategy:
Financial consultants assist their clients to improve their financial strategy and create flexible procedures by designing long-term or short-term business agendas and strategic forecasting and planning to increase profits.
Improve performance and cost optimization:
Financial consultants help improve performance by identifying possible growth opportunities through deep rooted analysis. They also assist businesses maximize revenue with cost effective approaches to reduce expenditure and optimize cash flow operations and business transactions to build a solid business structure.
Risk management:
Consultants help businesses manage financial risks by educating clients about legal, financial, and regulatory compliance requirements. They also help clients with corporate governance and compliance processes.
Tax advisory and Accounting:
Financial consultants help their clients handle taxes and compliance processes, accounting, bookkeeping and payroll services.
Wealth management:
Financial consultants also guide individuals with their wealth management services that include tax planning, loans, saving for retirement, investing a windfall, funding college education and estate planning.
Capital structure and decision making:
Financial consultants help their clients with investment planning, funding strategy and capital structure. They sometimes guide new businesses with raising funds. Most importantly, they assist their clients in decision making by providing meaningful financial analysis and data-driven metrics.
Best 5 individual business financial consultant
Here is the list of well reputed individual financial consultants:
Name of The Consultant | Expertise | Years of Experience | Specialization | LinkedIn Profile |
|---|---|---|---|---|
Business strategy and financial consultancy | 19 years | Technology, & Scalable Strategies | ||
Small business consultancy | Over 30 years | Insurance planning and tax-advantaged investment strategies |
| |
Cash-flow and debt management | 34 years | Consultancy for small business finance | ||
Income tax, corporate tax and small business accounting | Over 30 years | Tax advising | ||
Asset management and Estate planning | 30 years | Technology in wealth management |
These are the names you can count on as the best business financial consultants.
Eduardo F Azcoitia
Location: Houston, Texas, United States
Credibility: Author of Emigrando a Millonario
Years of experience: 19 years
Preferred Mode of Consultation: In person (Southwest Frwy Suite, Houston) and world financial group website
Expertise: Driving Growth with Intelligence, Technology, & Scalable Strategies
Why Choose Eduardo F Azcoitia as a Business Financial Consultant?
Eduardo F Azcoitia, founder of Golden Compass Group, is an expert in business strategy financial consultancy. His consulting specialization is centered on driving growth with intelligence, technology, and scalable strategies which implies that he uses modern tools and structured planning to achieve business purpose. His financial consultancy involves life insurance, sales management and cross-functional team leadership.
David Evans
Location: Greater Birmingham, Alabama Area, USA
Credibility: Chartered Financial Consultant Awarded
Years of experience: Over 30 years
Preferred Mode of Consultation: In person and through website
Expertise: Insurance planning, tax-advantaged investment strategies, estate planning and business succession planning
Why Choose David Evans As a Business Financial Consultant?
David Evans, financial advisor Northwestern Mutual, is known for his focus on small business operations and financial advising. He not only has a good academic background but also has multiple specialized certifications (Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter). His consultancy covers insurance and business succession planning, wealth management and operational and financial strategy.
Dave Ramsey
Location: Tennessee, United States
Credibility: Author of the best seller book, Financial Peace
Years of experience: 34 years
Preferred Mode of Consultation: Via LinkedIn and The Ramsey Show podcasts
Expertise: Consulting for small businesses, cash-flow and debt management
Why Choose Dave Ramsey As a Business Financial Consultant?
Dave Ramsey, author of the bestseller book Financial Peace, is a well reputed business financial consultant for small business. His financial consulting advisory and expertise are strongly suitable for businesses with foundational needs. He specializes in cash-flow management, debt management and business structure. He is popular for his radio show on financial management called “The Money Game”, which later became a youtube podcast namely “The Ramsey Show”. So, he is best suited for small business financial consulting.
Howard Schoenfeld
Location: Tucson, Arizona, United States
Credibility: Adjutant (Secretary) and Treasurer of the Local DAV Chapter
Years of experience: Over 30 years
Preferred Mode of Consultation: Via LinkedIn and free online consultancy
Expertise: Income tax, corporate tax and small business accounting
Why Choose Howard Schoenfeld As a Business Financial Consultant?
Howard Schoenfeld, owner of HS Computer Services dba HS Accounting Services, is well known as a tax advisor and accountant. His consultancy involves providing expert advice and strategy guidance to optimize money goals and financial objectives. His expertise lies in bookkeeping, small business accounting, payroll taxes and cash flow.
Steve Lockshin
Location: Los Cabos, Baja California Sur, Mexico
Credibility: Barron's Top Financial Advisors 2013 award
Years of experience: 30 years
Preferred Mode of Consultation: Via LinkedIn and in person (Los Angeles)
Expertise: Asset management, technology in wealth management and promoting the fiduciary standard
Why Choose Steve Lockshin As a Business Financial Consultant?
Steve Lockshin, founder at Advice Period, is well known as an entrepreneur in the wealth management services industry. His expertise lies in estate-planning and integrating technology in wealth management. He has experiences of handling sophisticated and ultra high net worth clients maintaining high ethical standards. His consultancy covers asset management, alternative investments and strategic financial services.
Here is the list of well reputed individual financial consultants:
Name of The Consultant | Expertise | Years of Experience | Specialization | LinkedIn Profile |
|---|---|---|---|---|
Business strategy and financial consultancy | 19 years | Technology, & Scalable Strategies | ||
Small business consultancy | Over 30 years | Insurance planning and tax-advantaged investment strategies |
| |
Cash-flow and debt management | 34 years | Consultancy for small business finance | ||
Income tax, corporate tax and small business accounting | Over 30 years | Tax advising | ||
Asset management and Estate planning | 30 years | Technology in wealth management |
These are the names you can count on as the best business financial consultants.
Eduardo F Azcoitia
Location: Houston, Texas, United States
Credibility: Author of Emigrando a Millonario
Years of experience: 19 years
Preferred Mode of Consultation: In person (Southwest Frwy Suite, Houston) and world financial group website
Expertise: Driving Growth with Intelligence, Technology, & Scalable Strategies
Why Choose Eduardo F Azcoitia as a Business Financial Consultant?
Eduardo F Azcoitia, founder of Golden Compass Group, is an expert in business strategy financial consultancy. His consulting specialization is centered on driving growth with intelligence, technology, and scalable strategies which implies that he uses modern tools and structured planning to achieve business purpose. His financial consultancy involves life insurance, sales management and cross-functional team leadership.
David Evans
Location: Greater Birmingham, Alabama Area, USA
Credibility: Chartered Financial Consultant Awarded
Years of experience: Over 30 years
Preferred Mode of Consultation: In person and through website
Expertise: Insurance planning, tax-advantaged investment strategies, estate planning and business succession planning
Why Choose David Evans As a Business Financial Consultant?
David Evans, financial advisor Northwestern Mutual, is known for his focus on small business operations and financial advising. He not only has a good academic background but also has multiple specialized certifications (Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter). His consultancy covers insurance and business succession planning, wealth management and operational and financial strategy.
Dave Ramsey
Location: Tennessee, United States
Credibility: Author of the best seller book, Financial Peace
Years of experience: 34 years
Preferred Mode of Consultation: Via LinkedIn and The Ramsey Show podcasts
Expertise: Consulting for small businesses, cash-flow and debt management
Why Choose Dave Ramsey As a Business Financial Consultant?
Dave Ramsey, author of the bestseller book Financial Peace, is a well reputed business financial consultant for small business. His financial consulting advisory and expertise are strongly suitable for businesses with foundational needs. He specializes in cash-flow management, debt management and business structure. He is popular for his radio show on financial management called “The Money Game”, which later became a youtube podcast namely “The Ramsey Show”. So, he is best suited for small business financial consulting.
Howard Schoenfeld
Location: Tucson, Arizona, United States
Credibility: Adjutant (Secretary) and Treasurer of the Local DAV Chapter
Years of experience: Over 30 years
Preferred Mode of Consultation: Via LinkedIn and free online consultancy
Expertise: Income tax, corporate tax and small business accounting
Why Choose Howard Schoenfeld As a Business Financial Consultant?
Howard Schoenfeld, owner of HS Computer Services dba HS Accounting Services, is well known as a tax advisor and accountant. His consultancy involves providing expert advice and strategy guidance to optimize money goals and financial objectives. His expertise lies in bookkeeping, small business accounting, payroll taxes and cash flow.
Steve Lockshin
Location: Los Cabos, Baja California Sur, Mexico
Credibility: Barron's Top Financial Advisors 2013 award
Years of experience: 30 years
Preferred Mode of Consultation: Via LinkedIn and in person (Los Angeles)
Expertise: Asset management, technology in wealth management and promoting the fiduciary standard
Why Choose Steve Lockshin As a Business Financial Consultant?
Steve Lockshin, founder at Advice Period, is well known as an entrepreneur in the wealth management services industry. His expertise lies in estate-planning and integrating technology in wealth management. He has experiences of handling sophisticated and ultra high net worth clients maintaining high ethical standards. His consultancy covers asset management, alternative investments and strategic financial services.
Consultancy firms or individual consultants: Whom to choose?
If we compare consultancy firms and individual financial consultants, we will find benefits and drawbacks in both cases.
Financial agencies or firms provide financial consultancy or advice in multiple aspects such as financial strategy, audit, tax, wealth and fund management, risk management and financial reporting. While, individual consultants provide consultancy on very specific sectors and niche aspects like only tax advisory or only international finance.
If your business requires a holistic financial strategy and planning, you should choose to hire a financial consultancy firm. But, if you need a consultancy for a specific reason or selective issue you should choose an individual consultant whose expertise matches with your requirement.
Hiring a large financial consultancy firm is a bit costlier as compared to individual financial consultants. So, if you have a tight budget, individual consultants will be affordable for you.
However, there are some firms who provide financial consulting for small businesses like Zeni who may offer services within a small budget. Their fees generally start from $549 which is quite affordable. So, you can look for this kind of consultancy firm if you have got a tight budget.
If we compare consultancy firms and individual financial consultants, we will find benefits and drawbacks in both cases.
Financial agencies or firms provide financial consultancy or advice in multiple aspects such as financial strategy, audit, tax, wealth and fund management, risk management and financial reporting. While, individual consultants provide consultancy on very specific sectors and niche aspects like only tax advisory or only international finance.
If your business requires a holistic financial strategy and planning, you should choose to hire a financial consultancy firm. But, if you need a consultancy for a specific reason or selective issue you should choose an individual consultant whose expertise matches with your requirement.
Hiring a large financial consultancy firm is a bit costlier as compared to individual financial consultants. So, if you have a tight budget, individual consultants will be affordable for you.
However, there are some firms who provide financial consulting for small businesses like Zeni who may offer services within a small budget. Their fees generally start from $549 which is quite affordable. So, you can look for this kind of consultancy firm if you have got a tight budget.
Wrapping up
From avoiding financial risks to maximizing revenue, hiring a financial consultant can benefit you in many ways.
An expert financial consultant or consultancy firm, can help your business run with a robust financial planning and corporate strategy. While relying on a financial consultant, you can be stress free about your finances and taxes and simply focus on expanding and developing your business.
So, if you are facing issues with your finance strategies, funding, wealth management and taxes, you must need a business finance consultant.
From avoiding financial risks to maximizing revenue, hiring a financial consultant can benefit you in many ways.
An expert financial consultant or consultancy firm, can help your business run with a robust financial planning and corporate strategy. While relying on a financial consultant, you can be stress free about your finances and taxes and simply focus on expanding and developing your business.
So, if you are facing issues with your finance strategies, funding, wealth management and taxes, you must need a business finance consultant.
Frequently Asked Questions
What is a business financial consultant?
A business financial consultant can be an individual or a firm who helps businesses manage their finances, funds and taxes.
What is the qualification of a financial consultant?
Apart from a bachelor’s degree in relevant fields like finance, accounting, economics and business administration, a financial consultant should have skills in communication and client relationship management, financial analysis and investment planning and ethical conduct and fiduciary duty.
How much does a financial consultant charge?
Usually, an individual consultant charges between $100 and $250 per hour. A financial consultancy firm generally costs between $300 and $600 per hour. Some consultancy firms also offer project based consulting charging between $10,000 and $49,000.
Who are the Big 4 financial consultants?
Deloitte LLP (Deloitte), PricewaterhouseCoopers (PwC), Ernst & Young (EY) and Klynveld Peat Marwick Goerdeler (KPMG) are referred to as the big 4 financial consultants.
What is the difference between a business consultant and a financial consultant?
The primal difference between business consultant and financial consultant is that business consultants discover the scope of improvement for both current and projected financial success. On the contrary, financial advisors manage the comprehensive finance planning and strategy for a business in the long term.
What is a business financial consultant?
A business financial consultant can be an individual or a firm who helps businesses manage their finances, funds and taxes.
What is the qualification of a financial consultant?
Apart from a bachelor’s degree in relevant fields like finance, accounting, economics and business administration, a financial consultant should have skills in communication and client relationship management, financial analysis and investment planning and ethical conduct and fiduciary duty.
How much does a financial consultant charge?
Usually, an individual consultant charges between $100 and $250 per hour. A financial consultancy firm generally costs between $300 and $600 per hour. Some consultancy firms also offer project based consulting charging between $10,000 and $49,000.
Who are the Big 4 financial consultants?
Deloitte LLP (Deloitte), PricewaterhouseCoopers (PwC), Ernst & Young (EY) and Klynveld Peat Marwick Goerdeler (KPMG) are referred to as the big 4 financial consultants.
What is the difference between a business consultant and a financial consultant?
The primal difference between business consultant and financial consultant is that business consultants discover the scope of improvement for both current and projected financial success. On the contrary, financial advisors manage the comprehensive finance planning and strategy for a business in the long term.
Susmita Farhin Pinak
Susmita Farhin Pinak
Susmita Farhin Pinak
Content Writer
Content Writer
Always being passionate about research and writing, I have studied English literature from Brac University. Now, I am doing my desired job as I am researching and analyzing. And writing contents, blog posts and constantly polishing my skills and abilities.
Always being passionate about research and writing, I have studied English literature from Brac University. Now, I am doing my desired job as I am researching and analyzing. And writing contents, blog posts and constantly polishing my skills and abilities.
Always being passionate about research and writing, I have studied English literature from Brac University. Now, I am doing my desired job as I am researching and analyzing. And writing contents, blog posts and constantly polishing my skills and abilities.
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