Financial Consulting Companies in United States (US)

Passive Capital Management, LLC is a fee-only Registered Investment Advisor (RIA) established in 2007 by Jonathan Farber and Scott Reinhardt, CFA. We are committed to our fiduciary duty and strive to maximize our client’s investment success. With offices in Baltimore, MD, and Syracuse, NY, PCM focuses on customer service and investment advice that improves client outcomes and helps to ensure their financial well-being over the long term.

Strategic Business Brokers Group is a leading business brokerage firm with over 30 years of experience. Our team of business brokers in Arizona specialize in business valuations, mergers and acquisitions, and offer comprehensive support for business sellers. Whether you're looking to buy a business in Phoenix, AZ, or sell your business, our team provides expert guidance and personalized strategies to ensure successful transactions. We are committed to doing what’s best for our clients and building long-term, trusted relationships.

Looking to sell your business in Phoenix, AZ, or find a business for sale in Phoenix, AZ? Contact us today for expert guidance!

Expertise Accelerated, led by Founder & CEO Haroon Jafree, is a company offering a range of professional services to businesses. Their expertise spans accounting, finance, operations, audit, and process solutions. In the realm of accounting, they handle financial records, tax preparation, and reporting, ensuring compliance and informed decision-making. Their finance services include strategic financial planning, budgeting, and analysis to optimize performance. With operations services, they enhance efficiency through process improvement and supply chain management. As auditors, they assess financial statements and internal controls to provide reliable assurance. Expertise Accelerated also offers process solutions for workflow optimization and increased productivity. Haroon Jafree's leadership drives the company's commitment to providing high-quality services that accelerate client growth and success. By leveraging their expertise, businesses can navigate the competitive landscape and achieve their goals.

Integrity Coverage Group is a reliable insurance consulting company which has been helping people and businesses in choosing the right insurance coverage for last 7 years. Unlike other companies, we provide our clients with coverage that only we can locate due to our relationship that have been forged over years. We are licensed and provide professional services in insurance services that cover residential coverage and commercial coverage, DMV services (Apportioned Plated, DOT Motor Carriers, MCS 150 Update, Registrations & Titles and Safety Audit preparations/Reviews/Violation Repair), licensing and IRS services. Our services are available in several states such as DE, NY, PA, MD, IL and NJ. We protect your assets at the time of claim and ensure the insurance company treats you with full respect.

Phone No. :- 347-673-5292

Miyares Group is a team of highly skilled and dedicated accounting firm professionals who are committed to helping businesses and professionals achieve financial success. We know that financial planning and management can be overwhelming and confusing. That is why Miyares Group provides personalized support and guidance at every stage of your financial journey. Miyares Group is devoted to making sure you have access to all the resources and data you need to continue achieving your company’s financial goals.

Mina Mar Group is a capital markets consulting firm helping private and public companies access growth funding and go public. We provide IPO consulting, SPAC and NASDAQ vehicles, and reverse takeover (RTO) consulting services. We also specialize in mergers and acquisitions, OTC Markets access, stock loans, and merchant cash advance loans for small and mid-sized businesses. Headquartered in West Palm Beach, Florida, we serve clients across California, Florida, and Texas. With over 20 years of experience, our seasoned team has deep capital markets knowledge and a proven track record in complex transactions. From initial public offerings to alternative financing, Mina Mar Group is the single corporate solution from A to Z.

Blue Sky Comply provides state and blue sky filings for public and private companies in the United States. We are headquartered in Salt Lake City, Utah, and act as a low-cost outsourced compliance provider for companies/issuers and law firms for their state securities filing needs.

Profit & Grit is a fractional CFO practice for home service businesses: HVAC, plumbing, electrical and roofing contractors, typically owner operated and growing faster than their financial systems.

We take the CFO seat on a monthly retainer. That covers job costing and labor burden, gross margin by service line, cash flow forecasting, pricing strategy, budgeting and forecasting, monthly management reporting and a KPI set the leadership team reviews together.

The gap we fill is specific. These companies have a bookkeeper recording what happened and a tax preparer filing once a year. Nobody is answering what a job should be priced at, which service line to grow, whether the next truck is affordable, or what the cash looks like in two months. That is our work.

Operating under CFO Made Easy, LLC. Led by a CPA. We also publish the Profit & Grit podcast for home service operators.

Website:

https://profitandgrit.com

With a legacy spanning over 40 years, The Computer Merchant stands as a premier IT staffing firm, delivering top-notch technology staffing solutions to Fortune 1000 companies and government agencies at the state and federal levels throughout the United States. Recognized as a Top Finance Staffing Firm, we bring a wealth of knowledge and a commitment to excellence to every client partnership.

The company produces software for forecasting cash flows.

It is an add-on to the accounting software QuickBooks Online, QuickBooks Desktop and Xero.

https://cashflowfrog.com/

Jon Loyhayem is an accomplished entrepreneur, author, and financial expert whose career began at the age of 19 in the financial services industry. By 21, he had already achieved a managerial role, and by 26, he became a senior manager. His leadership and innovation played a crucial role in expanding his company's operations, establishing new offices across Arizona, Michigan, and Southern California.

In December 2020, Jon founded ALEVO Financial & Insurance Agency, where he serves as Founder & CEO. Under his visionary leadership, ALEVO has seen remarkable growth, doubling in size and volume each year. Jon's journey is marked not only by his business success but also by his achievements as a blackbelt karate instructor, having taught high school and college students before transitioning to financial services.

The Tax Deed Collective is a real estate investment community focusing on Tax Deed Investing for individuals and institutional investors. We offer top-notch education through comprehensive instructional modules and intensive, hands-on live events.

The Tax Deed Collective is a real estate investment community dedicated to tax deed investing for both individual and institutional investors. We provide high-quality education through comprehensive training modules and immersive, hands-on live events designed to equip members with practical knowledge and real-world experience.

The Tax Deed Collective is a leading real estate investment community specializing in tax deed investing. We empower both individual and institutional investors with expert-led training, in-depth learning modules, and interactive live events that deliver real-world strategies and actionable insights.

Reliable Funding INC provides financial consulting, financial advising, and personalized financial planning services in Jacksonville, FL. We help individuals and businesses explore retirement planning, commercial real estate loans, hard money loans, and equipment financing. Our goal is to offer practical guidance and funding solutions tailored to your financial needs, investment plans, and long-term objectives.