Top 5 Business Financial Consultants
Top 5 Business Financial Consultants
Top 5 Business Financial Consultants
Dec 4, 2025
TLDR;
-> Business financial consultants guide businesses with their financial strategy that reduces cost and generates revenue. -> Their consultancy includes: wealth & risk tax management, tax management, bookkeeping and investment planning and decision making. -> 5 individual business financial consultants: Eduardo F Azcoitia, David Evans, Ibrahim Warde, Howard Schoenfeld and Steve Lockshin -> 5 business financial consultancy firms: OGScapital, Parsons capital management, Future Market Insights, KPMG and Protiviti -> To keep your finance strategies, funding, wealth management and taxes on toes, you must need a business finance 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.
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 |
| |
Cross-border finance and business-finance consulting | Almost 40 years | International finance and regulatory compliance | ||
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.
Ibrahim Warde
Location: Greater Boston, USA
Credibility: PhD, Political Science University of California
Years of experience: Over 40 years
Preferred Mode of Consultation: Via email and LinkedIn
Expertise: International finance, regulatory compliance, and business-finance consulting
Why Choose Ibrahim Warde As a Business Financial Consultant?
Ibrahim Warde, adjunct professor Tufts University, is an expert in international finance, regulatory compliance, and business-finance consulting. He focuses on cross-border finance which implies that he has a strong grip on complexities of global financial operations. His consultancy is centered on islamic finance, risk management and policy analysis.
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 |
| |
Cross-border finance and business-finance consulting | Almost 40 years | International finance and regulatory compliance | ||
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.
Ibrahim Warde
Location: Greater Boston, USA
Credibility: PhD, Political Science University of California
Years of experience: Over 40 years
Preferred Mode of Consultation: Via email and LinkedIn
Expertise: International finance, regulatory compliance, and business-finance consulting
Why Choose Ibrahim Warde As a Business Financial Consultant?
Ibrahim Warde, adjunct professor Tufts University, is an expert in international finance, regulatory compliance, and business-finance consulting. He focuses on cross-border finance which implies that he has a strong grip on complexities of global financial operations. His consultancy is centered on islamic finance, risk management and policy analysis.
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 |
| |
Cross-border finance and business-finance consulting | Almost 40 years | International finance and regulatory compliance | ||
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.
Ibrahim Warde
Location: Greater Boston, USA
Credibility: PhD, Political Science University of California
Years of experience: Over 40 years
Preferred Mode of Consultation: Via email and LinkedIn
Expertise: International finance, regulatory compliance, and business-finance consulting
Why Choose Ibrahim Warde As a Business Financial Consultant?
Ibrahim Warde, adjunct professor Tufts University, is an expert in international finance, regulatory compliance, and business-finance consulting. He focuses on cross-border finance which implies that he has a strong grip on complexities of global financial operations. His consultancy is centered on islamic finance, risk management and policy analysis.
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.
Best 5 Business financial consultancy companies
Here are five best business intelligence consultancy companies:
Consulting Firm | Avg Rating (G2 score) | Total Reviews | Specialization |
|---|---|---|---|
4.9/5 | 32 | Financial due diligence, business valuation, and quality of earnings assessments | |
4.7/5 | 03 | Personal financial planning, retirement funding, cash flow analysis and estate planning | |
4.2/5 | 03 | Investment research with strategic clarity | |
4.2/5 | 22 | Audit, tax and advisory services | |
4.2/5 | 10 | Finance and accounting process optimisation, finance technology and data and cost management |
These are the firms that you can consider if you are looking for the best business financial consultancy companies.
OGScapital
Location: California, USA
Rating: 4.9/5
Reviews: 32
Specializations: Financial due diligence, business valuation, and quality of earnings assessments
Notable Clients/Consultees: Accounting and bookkeeping companies, real estate and healthcare
OGScapital is one of the primal business advisory firms focusing on financial consulting, business consulting, business valuation services, commercial financing, fractional CFO services, and accounting. Their expertise lies in financial due diligence, business valuation, and quality of earnings (QoE) assessments. With the size of 49 employees, their minimum project size is worth $5,000.
Their consultancy covers
Offers Financial due diligence of their clients companies
Provides guidance on quality of earnings assessments
Offers in-depth financial analysis for their client company
Parsons capital management
Location: Rhode Island, US
Rating: 4.7/5
Reviews: 03
Specializations: Personal financial planning, retirement funding, cash flow analysis and estate planning
Notable Clients/Consultees: High-net-worth individuals, corporates, trusts and estates
Parsons capital management has gained a reputation as the top-ranked firm (No. 1) on CNBC's Financial Advisor 100 list for 2025. Their service providing and advisory style is known for using white glove approach. With the experience of 31 years, they have $2 billion (or $2B) worth of total assets under management.
Their consultancy covers:
Helps clients address planning needs such as saving for retirement, investing a windfall and managing portfolio income
Provides advice on auditing, financial decision-making and wealth management for their clients
Guides their clients on strategic areas and strategic financial planning
Future Market Insights
Location: Delaware, USA
Rating: 4.2/5
Reviews: 03
Specializations: Investment research with strategic clarity
Notable Clients/Consultees: Engineering, media, chemicals and biotechnology, manufacturing, food & beverages, and healthcare
Future Market Insights is specialized in financial strategy insightful content, business strategy development, and market analysis across various industries. They basically focus on market research (50%), business consulting (40%), and financial consulting (10%). With the size of 250 - 999 employees, they successfully run projects worth $5,000.
Their consultancy covers:
Provide comprehensive financial modeling assistance for fixed income securities
Assist clients create detailed financial projections and credit metric analysis
Helps clients maintain the financial models on an ongoing basis.
KPMG
Location: Amstelveen, Netherlands
Rating: 4.2/5
Reviews: 22
Specializations: Audit, tax and advisory services
Notable Clients/Consultees: Mid-market (50%), small-business (36%), and enterprise (23%) clients
KPMG is known as a global firm for clients seeking finance expertise all over the world. Their services and consultancy include audit, tax, and advisory services that mitigate risks and grasp opportunities.
Their consultancy covers:
Helps clients to mitigate risks and grasp opportunities
Provides audit, tax, asset management and financial advices
Helps clients with financial analytics ensuring corporate governance to optimize money goals
Protiviti
Protiviti is a global business consultancy firm specializing in finance consultancy. They have been awarded as the 5th leading consulting firm in the world for providing finance expertise. They emphasize on finance and accounting process optimisation, finance technology and data and cost management.
Location: California, US
Rating: 4.2/5
Reviews: 10
Specializations: Finance and accounting process optimisation, finance technology and data and cost management
Notable Clients/Consultees: Construction & infrastructure, healthcare and tourism
Their consultancy covers:
Assists clients improve their financial strategy to maximize revenue
Helps clients with risk management, credit control, and opportunity analysis
Integrates finance initiatives with business priorities to grow securely
Here are five best business intelligence consultancy companies:
Consulting Firm | Avg Rating (G2 score) | Total Reviews | Specialization |
|---|---|---|---|
4.9/5 | 32 | Financial due diligence, business valuation, and quality of earnings assessments | |
4.7/5 | 03 | Personal financial planning, retirement funding, cash flow analysis and estate planning | |
4.2/5 | 03 | Investment research with strategic clarity | |
4.2/5 | 22 | Audit, tax and advisory services | |
4.2/5 | 10 | Finance and accounting process optimisation, finance technology and data and cost management |
These are the firms that you can consider if you are looking for the best business financial consultancy companies.
OGScapital
Location: California, USA
Rating: 4.9/5
Reviews: 32
Specializations: Financial due diligence, business valuation, and quality of earnings assessments
Notable Clients/Consultees: Accounting and bookkeeping companies, real estate and healthcare
OGScapital is one of the primal business advisory firms focusing on financial consulting, business consulting, business valuation services, commercial financing, fractional CFO services, and accounting. Their expertise lies in financial due diligence, business valuation, and quality of earnings (QoE) assessments. With the size of 49 employees, their minimum project size is worth $5,000.
Their consultancy covers
Offers Financial due diligence of their clients companies
Provides guidance on quality of earnings assessments
Offers in-depth financial analysis for their client company
Parsons capital management
Location: Rhode Island, US
Rating: 4.7/5
Reviews: 03
Specializations: Personal financial planning, retirement funding, cash flow analysis and estate planning
Notable Clients/Consultees: High-net-worth individuals, corporates, trusts and estates
Parsons capital management has gained a reputation as the top-ranked firm (No. 1) on CNBC's Financial Advisor 100 list for 2025. Their service providing and advisory style is known for using white glove approach. With the experience of 31 years, they have $2 billion (or $2B) worth of total assets under management.
Their consultancy covers:
Helps clients address planning needs such as saving for retirement, investing a windfall and managing portfolio income
Provides advice on auditing, financial decision-making and wealth management for their clients
Guides their clients on strategic areas and strategic financial planning
Future Market Insights
Location: Delaware, USA
Rating: 4.2/5
Reviews: 03
Specializations: Investment research with strategic clarity
Notable Clients/Consultees: Engineering, media, chemicals and biotechnology, manufacturing, food & beverages, and healthcare
Future Market Insights is specialized in financial strategy insightful content, business strategy development, and market analysis across various industries. They basically focus on market research (50%), business consulting (40%), and financial consulting (10%). With the size of 250 - 999 employees, they successfully run projects worth $5,000.
Their consultancy covers:
Provide comprehensive financial modeling assistance for fixed income securities
Assist clients create detailed financial projections and credit metric analysis
Helps clients maintain the financial models on an ongoing basis.
KPMG
Location: Amstelveen, Netherlands
Rating: 4.2/5
Reviews: 22
Specializations: Audit, tax and advisory services
Notable Clients/Consultees: Mid-market (50%), small-business (36%), and enterprise (23%) clients
KPMG is known as a global firm for clients seeking finance expertise all over the world. Their services and consultancy include audit, tax, and advisory services that mitigate risks and grasp opportunities.
Their consultancy covers:
Helps clients to mitigate risks and grasp opportunities
Provides audit, tax, asset management and financial advices
Helps clients with financial analytics ensuring corporate governance to optimize money goals
Protiviti
Protiviti is a global business consultancy firm specializing in finance consultancy. They have been awarded as the 5th leading consulting firm in the world for providing finance expertise. They emphasize on finance and accounting process optimisation, finance technology and data and cost management.
Location: California, US
Rating: 4.2/5
Reviews: 10
Specializations: Finance and accounting process optimisation, finance technology and data and cost management
Notable Clients/Consultees: Construction & infrastructure, healthcare and tourism
Their consultancy covers:
Assists clients improve their financial strategy to maximize revenue
Helps clients with risk management, credit control, and opportunity analysis
Integrates finance initiatives with business priorities to grow securely
Here are five best business intelligence consultancy companies:
Consulting Firm | Avg Rating (G2 score) | Total Reviews | Specialization |
|---|---|---|---|
4.9/5 | 32 | Financial due diligence, business valuation, and quality of earnings assessments | |
4.7/5 | 03 | Personal financial planning, retirement funding, cash flow analysis and estate planning | |
4.2/5 | 03 | Investment research with strategic clarity | |
4.2/5 | 22 | Audit, tax and advisory services | |
4.2/5 | 10 | Finance and accounting process optimisation, finance technology and data and cost management |
These are the firms that you can consider if you are looking for the best business financial consultancy companies.
OGScapital
Location: California, USA
Rating: 4.9/5
Reviews: 32
Specializations: Financial due diligence, business valuation, and quality of earnings assessments
Notable Clients/Consultees: Accounting and bookkeeping companies, real estate and healthcare
OGScapital is one of the primal business advisory firms focusing on financial consulting, business consulting, business valuation services, commercial financing, fractional CFO services, and accounting. Their expertise lies in financial due diligence, business valuation, and quality of earnings (QoE) assessments. With the size of 49 employees, their minimum project size is worth $5,000.
Their consultancy covers
Offers Financial due diligence of their clients companies
Provides guidance on quality of earnings assessments
Offers in-depth financial analysis for their client company
Parsons capital management
Location: Rhode Island, US
Rating: 4.7/5
Reviews: 03
Specializations: Personal financial planning, retirement funding, cash flow analysis and estate planning
Notable Clients/Consultees: High-net-worth individuals, corporates, trusts and estates
Parsons capital management has gained a reputation as the top-ranked firm (No. 1) on CNBC's Financial Advisor 100 list for 2025. Their service providing and advisory style is known for using white glove approach. With the experience of 31 years, they have $2 billion (or $2B) worth of total assets under management.
Their consultancy covers:
Helps clients address planning needs such as saving for retirement, investing a windfall and managing portfolio income
Provides advice on auditing, financial decision-making and wealth management for their clients
Guides their clients on strategic areas and strategic financial planning
Future Market Insights
Location: Delaware, USA
Rating: 4.2/5
Reviews: 03
Specializations: Investment research with strategic clarity
Notable Clients/Consultees: Engineering, media, chemicals and biotechnology, manufacturing, food & beverages, and healthcare
Future Market Insights is specialized in financial strategy insightful content, business strategy development, and market analysis across various industries. They basically focus on market research (50%), business consulting (40%), and financial consulting (10%). With the size of 250 - 999 employees, they successfully run projects worth $5,000.
Their consultancy covers:
Provide comprehensive financial modeling assistance for fixed income securities
Assist clients create detailed financial projections and credit metric analysis
Helps clients maintain the financial models on an ongoing basis.
KPMG
Location: Amstelveen, Netherlands
Rating: 4.2/5
Reviews: 22
Specializations: Audit, tax and advisory services
Notable Clients/Consultees: Mid-market (50%), small-business (36%), and enterprise (23%) clients
KPMG is known as a global firm for clients seeking finance expertise all over the world. Their services and consultancy include audit, tax, and advisory services that mitigate risks and grasp opportunities.
Their consultancy covers:
Helps clients to mitigate risks and grasp opportunities
Provides audit, tax, asset management and financial advices
Helps clients with financial analytics ensuring corporate governance to optimize money goals
Protiviti
Protiviti is a global business consultancy firm specializing in finance consultancy. They have been awarded as the 5th leading consulting firm in the world for providing finance expertise. They emphasize on finance and accounting process optimisation, finance technology and data and cost management.
Location: California, US
Rating: 4.2/5
Reviews: 10
Specializations: Finance and accounting process optimisation, finance technology and data and cost management
Notable Clients/Consultees: Construction & infrastructure, healthcare and tourism
Their consultancy covers:
Assists clients improve their financial strategy to maximize revenue
Helps clients with risk management, credit control, and opportunity analysis
Integrates finance initiatives with business priorities to grow securely
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.
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.
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.
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.
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.
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.
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.
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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