Financial Consultants · Verified Directory
Strategic financial guidance for high-stakes decisions
Financial consultants and advisory professionals for strategic planning, capital structure, M&A advisory, and CFO-level guidance for growing companies and high-net-worth individuals.
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Financial Consultants accepting new clients
Verified professionals will appear here as profiles are claimed and reviewed. Be among the first financial consultants listed.
Vetting checklist
Questions to ask before hiring financial consultants
- 1Are you a licensed CPA or EA, and in which states are you registered?
- 2What does engagement scope, pricing, and turnaround actually look like?
- 3Who on your team will do the work, and how do we communicate month to month?
- 4How do you handle deadlines, IRS or state notices, and audit support?
- 5Can you share two references from clients similar to my business?
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Hiring a verified financial consultants vs. going it alone
| Factor | Verified Financial Consultants | DIY / generalist |
|---|---|---|
| Specialized expertise | Trained in financial consultants | General-purpose advice |
| Time investment | 1–2 hours to onboard | 10+ hours per filing cycle |
| Audit defense | Represents you to the IRS | You handle correspondence |
| Year-round planning | ||
| Typical cost | Quoted up-front | $0 software + your hours |
| Risk of missed deductions | Low — proactive review | High — software only flags what you enter |
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By city
Find Financial Consultants by city
Financial Consultants in Houston, TX
Houston CPAs serve energy, healthcare, and the city's vast small-business community.
Financial Consultants in Dallas, TX
Dallas accounting firms anchor finance, real estate, and corporate headquarters across DFW.
Financial Consultants in Los Angeles, CA
LA's accountants specialize in entertainment, real estate, and creative-industry tax planning.
Financial Consultants in San Francisco, CA
San Francisco CPAs serve startups, venture-backed companies, and complex equity-comp clients.
Financial Consultants in New York City, NY
NYC's accountants cover Wall Street, media, real estate, hospitality, and the small businesses of all five boroughs.
Financial Consultants in Miami, FL
Miami's CPAs specialize in international tax, real estate, hospitality, and Latin American business.
Financial Consultants in Chicago, IL
Chicago accountants serve professional services, manufacturing, logistics, and the Midwest's largest corporate base.
Financial Consultants in Atlanta, GA
Atlanta's CPAs support film, fintech, logistics, and one of the country's most dynamic small-business scenes.
Financial Consultants in Boston, MA
Boston-area accountants serve life sciences, higher education, financial services, and innovation-economy startups.
Financial Consultants in Seattle, WA
Seattle CPAs serve tech, aerospace, and the Pacific Northwest's deep entrepreneurial bench.
Financial Consultants in Washington DC, DC
Washington DC accountants serve federal contractors, nonprofits, associations, and the law firms that anchor the capital's economy.
Financial Consultants in Baltimore, MD
Baltimore CPAs serve healthcare systems, port and logistics operators, biotech, and the city's deep nonprofit and higher-ed community.
Financial Consultants in Richmond, VA
Richmond CPAs serve Fortune 500 headquarters, banking and insurance, tobacco-to-tech manufacturers, and Virginia's state-capital legal and government economy.
Financial Consultants in Birmingham, AL
Birmingham CPAs serve banking, healthcare, steel, and the Magic City's small-business economy.
Financial Consultants in Anchorage, AK
Anchorage CPAs serve oil and gas, fisheries, federal contracting, and the state's tourism economy.
Financial Consultants in Phoenix, AZ
Phoenix CPAs serve semiconductors, real estate, healthcare, and one of the country's fastest-growing small-business markets.
Financial Consultants in Little Rock, AR
Little Rock CPAs serve healthcare, logistics, agriculture, and the state's government and legal economy.
Financial Consultants in Denver, CO
Denver CPAs serve tech, aerospace, cannabis, and the Front Range's outdoor and energy economies.
Financial Consultants in Hartford, CT
Hartford CPAs serve insurance, reinsurance, manufacturing, and the broader Connecticut River Valley economy.
Financial Consultants in Wilmington, DE
Wilmington CPAs serve banking, corporate trust, pharma, and the Fortune 500 entity-formation economy.
Financial Consultants in Honolulu, HI
Honolulu CPAs serve tourism, military contracting, real estate, and the islands' small-business community.
Financial Consultants in Boise, ID
Boise CPAs serve tech, agriculture, manufacturing, and a fast-growing relocation-driven small-business economy.
Financial Consultants in Indianapolis, IN
Indianapolis CPAs serve manufacturing, life sciences, logistics, and motorsports.
Financial Consultants in Des Moines, IA
Des Moines CPAs serve insurance, agribusiness, biofuels, and the state's growing tech economy.
Financial Consultants in Wichita, KS
Wichita CPAs serve aviation, aerospace, energy, and agriculture.
Financial Consultants in Louisville, KY
Louisville CPAs serve bourbon, equine, automotive manufacturing, healthcare, and logistics (UPS Worldport).
Financial Consultants in New Orleans, LA
New Orleans CPAs serve maritime, tourism, oil and gas, and the city's film and hospitality economies.
Financial Consultants in Portland, ME
Portland CPAs serve tourism, fisheries, forestry, and the state's growing remote-work and craft economies.
Financial Consultants in Detroit, MI
Detroit CPAs serve automotive, mobility, healthcare, and the broader Southeast Michigan manufacturing base.
Financial Consultants in Minneapolis, MN
Minneapolis CPAs serve Fortune 500 headquarters, medical devices, agribusiness, and finance.
Financial Consultants in Jackson, MS
Jackson CPAs serve manufacturing, agriculture, healthcare, and the state's government and legal economy.
Financial Consultants in St. Louis, MO
St. Louis CPAs serve agribusiness, defense, biosciences, financial services, and logistics.
Financial Consultants in Billings, MT
Billings CPAs serve agriculture, energy, healthcare, and Montana's tourism economy.
Financial Consultants in Omaha, NE
Omaha CPAs serve insurance, financial services, agribusiness, and the Berkshire Hathaway ecosystem.
Financial Consultants in Las Vegas, NV
Las Vegas CPAs serve gaming, hospitality, entertainment, real estate, and a fast-growing logistics base.
Financial Consultants in Manchester, NH
Manchester CPAs serve advanced manufacturing, biotech, healthcare, and a thriving small-business community.
Financial Consultants in Newark, NJ
Newark CPAs serve pharma, financial services, logistics, ports, and the NYC-metro small-business economy.
Financial Consultants in Albuquerque, NM
Albuquerque CPAs serve federal labs and defense, oil and gas, film, and tourism.
Financial Consultants in Fargo, ND
Fargo CPAs serve agriculture, energy, manufacturing, and the Red River Valley's tech and healthcare economy.
Financial Consultants in Oklahoma City, OK
Oklahoma City CPAs serve oil and gas, aerospace, agriculture, and the state's growing healthcare and bioscience industries.
Financial Consultants in Portland, OR
Portland CPAs serve tech, athletic apparel, forestry, and the Pacific Northwest's craft beverage and outdoor industries.
Financial Consultants in Providence, RI
Providence CPAs serve financial services, healthcare, defense manufacturing, and tourism.
Financial Consultants in Charleston, SC
Charleston CPAs serve ports, aerospace, automotive, hospitality, and a growing tech economy.
Financial Consultants in Sioux Falls, SD
Sioux Falls CPAs serve financial services, credit card processing, trust administration, and healthcare.
Financial Consultants in Brookings, SD
Brookings CPAs and QuickBooks ProAdvisors serve South Dakota State University-area businesses, agribusiness, and the city's growing tech and biotech employers.
Financial Consultants in Nashville, TN
Nashville CPAs serve healthcare, music and entertainment, hospitality, and the state's franchise and excise tax compliance.
Financial Consultants in Salt Lake City, UT
Salt Lake City CPAs serve the Silicon Slopes tech corridor, outdoor recreation, mining, and financial services.
Financial Consultants in Burlington, VT
Burlington CPAs serve craft food and beverage, tourism, healthcare, and outdoor brands.
Financial Consultants in Charleston, WV
Charleston CPAs serve coal and natural gas, chemicals, healthcare, and state government.
Financial Consultants in Milwaukee, WI
Milwaukee CPAs serve manufacturing, insurance, healthcare, and the Lake Michigan industrial corridor.
Financial Consultants in Cheyenne, WY
Cheyenne CPAs serve energy, ranching, trust administration, and a growing data-center and tech economy.
Financial Consultants in Charlotte, NC
Charlotte CPAs serve the second-largest U.S. banking center, plus energy, healthcare, motorsports, and one of the fastest-growing relocation markets in the country.
By state
Find Financial Consultants by state
Common questions
About financial consultants
How is a financial consultant different from a CPA?+
CPAs focus on accounting, tax, and assurance. Financial consultants focus on forward-looking strategy — capital structure, growth modeling, M&A, and executive-level financial decisions.
When should I hire a financial consultant?+
When you're preparing to raise capital, considering a sale or acquisition, planning major expansion, or need CFO-level guidance without a full-time hire.
This information is general and does not constitute professional advice. Consult a licensed professional for guidance specific to your situation.
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