# Best Financial Consulting Providers

## How Many Financial Consulting Providers Products Does G2 Track?

**Total Products under this Category:** 288

### Category Stats (Aug 2026)

- **Average Rating:** 4.51/5 The average rating of products in this category, based on all submitted ratings

_Last updated: August 01, 2026_

## How Does G2 Rank Financial Consulting Providers Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 700+ Authentic Reviews
- 288+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Financial Consulting Providers
 ![G2 Grid® for Financial Consulting Providers plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-consulting/grids.png?focus%5B%5D=1370800&focus%5B%5D=22426&focus%5B%5D=113590&focus%5B%5D=1809429&focus%5B%5D=1132&focus%5B%5D=161000&focus%5B%5D=33426&focus%5B%5D=1244597)

Highlighted products: MSA, Deloitte Consulting, PwC, K-38 Consulting, Ernst & Young, Zeni, Fiserv, and Goldman Sachs.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-consulting/grids.json?focus%5B%5D=msa&focus%5B%5D=deloitte-consulting&focus%5B%5D=pwc-pwc&focus%5B%5D=k-38-consulting&focus%5B%5D=ernst-young&focus%5B%5D=zeni&focus%5B%5D=fiserv&focus%5B%5D=goldman-sachs)

**Sponsored**

### Decrypt Compliance

Decrypt Compliance is a licensed CPA firm that provides independent cybersecurity and compliance audit services for cloud-native startups and high-growth technology companies. The firm operates as both a public accounting practice and an accredited certification body, specializing in frameworks that help organizations demonstrate security, privacy, and governance to their customers. Decrypt’s services are designed for technology-driven companies that need formal certifications to meet customer and regulatory expectations. Typical use cases include obtaining SOC 2 reports for customer assurance, achieving ISO 27001 certification to support enterprise sales, or aligning with ISO 42001 for artificial intelligence governance. By working with Decrypt, companies address customer questions about trust and risk management while building a compliance foundation that scales with business growth. As a firm rooted in Silicon Valley, Decrypt combines the rigor of traditional audit practice with a modern, technology-enabled approach. Audits are conducted by professionals who are fluent across multiple frameworks, reducing the complexity of working with separate specialists for each certification. The process emphasizes readiness, efficiency, and accuracy, ensuring that organizations receive credible results that can be confidently shared with customers and partners. Our work is guided by three core values that directly shape the client experience: Responsiveness, Responsibility, and Resilience: - Responsive: Clients can expect clear, concise communication, timely updates, and proactive guidance that anticipates next steps. This minimizes uncertainty and keeps projects moving without last-minute surprises - Responsible: As independent assessors, we adhere to the highest professional standards, hold ourselves and others accountable to commitments, and provide transparent judgments — including acknowledging what we don’t yet know - Resilient: We evaluate challenges objectively, adapt quickly to unexpected issues, and commit to continuous improvement so that clients receive reliable results even in complex or fast-changing environments Key Features and Value Propositions: - Independent audit and certification services across SOC 2, ISO 27001, ISO 42001, and related frameworks. - Cross-trained audit professionals who streamline multi-framework engagements into a unified process. - Technology-enabled methodology that incorporates AI throughout the entire audit process, not just for evidence requests, to streamline review, highlight risks, and deliver timely certifications. Decrypt Compliance is licensed as a CPA firm in the state of California (License #9491).

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=799&secure%5Bchosen_at%5D=2026-08-13T22%3A26%3A17Z&secure%5Bdisplayable_resource_id%5D=1637&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1637&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1343508&secure%5Bresource_id%5D=799&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-consulting%3FhsCtaTracking%3D43f52b25-c88a-4e16-ab79-ef22ad669838%257C9fb48d28-7856-48bb-95da-ff8026d34332&secure%5Btoken%5D=ff1c0c07e93d9b7fdcf6bfd2b988a9e59d831a89873af9f0e169b882b0acbb2e&secure%5Burl%5D=https%3A%2F%2Fdecrypt.cpa&secure%5Burl_type%5D=company_website)

### [MSA](https://www.g2.com/pt/products/msa/reviews)

MSA é um parceiro de contabilidade e consultoria estratégica de serviço completo que auxilia desde 2011 PMEs estrangeiras no mercado chinês e em outros mercados asiáticos com necessidades contábeis, financeiras e de negócios estratégicos.

**Average Rating:** 4.9/5.0

**Total Reviews:** 32

#### Who Is the Company Behind MSA?

- **Vendedor:** [MSA](https://www.g2.com/pt/sellers/msa)
- **Ano de Fundação:** 2011
- **Localização da Sede:** Huangpu District, CN
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=21549e12729594169a963e6ff38cdc67f66033a57e1f5ef551d1a864d065e09d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmsa-asia%2F&secure%5Burl_type%5D=linkedin_company_website)  
88 funcionários no LinkedIn®

#### Who Uses This Product?

- **Company Size:** 31% Medium, 31% Small

#### What Are Recent G2 Reviews of MSA?

**["Melhor suporte para uma abordagem despreocupada para uma empresa global expandir para a China"](https://www.g2.com/pt/survey_responses/msa-review-12561777)**

**Rating:** 5.0/5.0 stars

_— Ben T._

[Read full review](https://www.g2.com/pt/survey_responses/msa-review-12561777)

**["Melhor fornecedor de serviços 360°. Parceiro Estratégico Completo."](https://www.g2.com/pt/survey_responses/msa-review-12484760)**

**Rating:** 5.0/5.0 stars

_— Giuliano R._

[Read full review](https://www.g2.com/pt/survey_responses/msa-review-12484760)

### [Deloitte Consulting](https://www.g2.com/pt/products/deloitte-consulting/reviews)

Deloitte é uma empresa de contabilidade e rede de serviços profissionais que fornece serviços de auditoria, impostos, consultoria, gestão de riscos empresariais e assessoria financeira.

**Average Rating:** 4.2/5.0

**Total Reviews:** 62

#### Who Is the Company Behind Deloitte Consulting?

- **Vendedor:** [Deloitte](https://www.g2.com/pt/sellers/deloitte)
- **Ano de Fundação:** 1845
- **Localização da Sede:** New York, NY
- **Twitter:** @Deloitte  
562,799 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a82351edb99d0dd9077b34d9d39ab208708ab5a425b5a26f0dbee5c2717e5474&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1038%2F&secure%5Burl_type%5D=linkedin_company_website)  
523,026 funcionários no LinkedIn®
- **Telefone:** +1 212 492 4000 

#### Who Uses This Product?

- **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços
- **Company Size:** 74% Large, 71% Medium

#### What Do G2 Reviewers Say About Deloitte Consulting?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam a **profundidade do conhecimento da indústria** e as soluções abrangentes fornecidas pela Deloitte Consulting, aprimorando a colaboração e a implementação.
- Os usuários valorizam a **extensa expertise** e o conhecimento da indústria da Deloitte Consulting, fornecendo soluções confiáveis e suporte para a implementação de análises.
- Os usuários valorizam a Deloitte Consulting por sua **expertise e suporte confiável** na implementação de análises do Salesforce e modelagem preditiva.
- Os usuários valorizam o **suporte útil** da Deloitte Consulting, especialmente na implementação eficaz de análises complexas do Salesforce.
- Os usuários valorizam a **confiabilidade** da Deloitte Consulting, beneficiando-se de suas décadas de experiência e resultados de auditoria confiáveis.

##### Cons

- Os usuários acham a consultoria excelente, mas observam que o **custo pode ser mais alto** para empresas menores.
- Os usuários experimentam **falhas de comunicação** devido à terceirização e diferenças de fuso horário, afetando a colaboração em projetos e os relacionamentos.
- Os usuários expressam preocupação com a **disponibilidade limitada no local** da Deloitte Consulting durante o período de garantia após a implementação.
- Os usuários experimentam **confusão devido à terceirização** , frequentemente enfrentando problemas de comunicação e desafios com diferentes fusos horários.
- Os usuários enfrentam **problemas de fuso horário** devido à terceirização, levando a confusão e desafios na comunicação e colaboração.

#### What Are Recent G2 Reviews of Deloitte Consulting?

**["Opinião de consultoria"](https://www.g2.com/pt/survey_responses/deloitte-consulting-review-8858297)**

**Rating:** 4.5/5.0 stars

_— Richard A._

[Read full review](https://www.g2.com/pt/survey_responses/deloitte-consulting-review-8858297)

**["Expertise profissional em Salesforce que parece uma extensão da nossa equipe"](https://www.g2.com/pt/survey_responses/deloitte-consulting-review-12398529)**

**Rating:** 5.0/5.0 stars

_— Rehan A._

[Read full review](https://www.g2.com/pt/survey_responses/deloitte-consulting-review-12398529)

#### What Are G2 Users Discussing About Deloitte Consulting?

- [Para que é usada a Deloitte Consulting?](https://www.g2.com/pt/discussions/what-is-deloitte-consulting-used-for)
- [What is unique about Deloitte consulting?](https://www.g2.com/pt/discussions/what-is-unique-about-deloitte-consulting)
- [What does Deloitte Consulting LLP do?](https://www.g2.com/pt/discussions/what-does-deloitte-consulting-llp-do)
- [What consulting services does Deloitte offer?](https://www.g2.com/pt/discussions/what-consulting-services-does-deloitte-offer)

### [K-38 Consulting](https://www.g2.com/pt/products/k-38-consulting/reviews)

Na K-38 Consulting, fornecemos serviços de CFO para startups e serviços de CFO terceirizados para empresas de médio porte para ajudá-las a fortalecer sua base financeira. Com anos de experiência, nossa equipe oferece orientação financeira estratégica, serviços de controladoria e estratégias de otimização fiscal adaptadas às necessidades do seu negócio. Somos especializados em reduzir passivos fiscais através de estratégias fiscais personalizadas, garantindo operações financeiras sem falhas. Nosso compromisso é fornecer expertise financeira incomparável e uma experiência do cliente de qualidade inigualável.

**Average Rating:** 5.0/5.0

**Total Reviews:** 39

#### Who Is the Company Behind K-38 Consulting?

- **Vendedor:** [K-38 Consulting](https://www.g2.com/pt/sellers/k-38-consulting)
- **Ano de Fundação:** 2016
- **Localização da Sede:** Raleigh, US
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1de76b312f695629fef384ca6582b53f29f3efe4d00355462ecf08984a16ef69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fk-38-consulting-llc%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços
- **Company Size:** 54% Small, 46% Medium

#### What Are Recent G2 Reviews of K-38 Consulting?

**["Consultoria Excepcional de CFO Fracionário para Maior Clareza na Rentabilidade e Visibilidade do Fluxo de Caixa"](https://www.g2.com/pt/survey_responses/k-38-consulting-review-13132166)**

**Rating:** 5.0/5.0 stars

_— James W._

[Read full review](https://www.g2.com/pt/survey_responses/k-38-consulting-review-13132166)

**["Suporte Excepcional de CFO Terceirizado para Decisões de Empréstimo Confiantes"](https://www.g2.com/pt/survey_responses/k-38-consulting-review-13148433)**

**Rating:** 5.0/5.0 stars

_— Sophia M._

[Read full review](https://www.g2.com/pt/survey_responses/k-38-consulting-review-13148433)

### [PwC](https://www.g2.com/pt/products/pwc-pwc/reviews)

Ocupamos uma posição de liderança no mercado de auditoria e consultoria. A PwC oferece suporte a clientes de todos os setores para que possam alcançar seus objetivos – graças à nossa rede mundial, as oportunidades são ilimitadas. A PwC aconselha grupos e empresas familiares, empresas industriais e de serviços, players globais e heróis locais, o setor público, associações e ONGs. Porque eles podem contar conosco, somos a principal empresa de auditoria e consultoria na Alemanha. E porque mais de 13.000 especialistas com cerca de 600 parceiros em 21 localidades na Alemanha trabalham todos os dias para garantir que essa confiança seja justificada. Os serviços prestados pela PwC aos seus clientes estão distribuídos em três divisões: Auditoria e serviços relacionados à auditoria (Assurance), consultoria tributária e jurídica (Tax & Legal), bem como negócios e consultoria (Advisory). Os especialistas nas respectivas divisões trabalham juntos para possibilitar assistência abrangente e de longo prazo aos clientes – onde, é claro, cumprimos estritamente os requisitos legais ao fornecer consultoria, bem como serviços de auditoria a uma empresa. Nosso trabalho seria inconcebível sem integridade, objetividade e uma abordagem profissional. O que mais nossos clientes podem esperar da PwC? Soluções baseadas em teorias e métodos modernos e que, ao mesmo tempo, demonstraram seu valor em aplicações práticas. Décadas de experiência. Conhecimento e expertise extensivos do setor. Qualidade em todos os aspectos – e suporte e serviços profissionais prestados além de todas as fronteiras. Porque a PwC Alemanha é um membro independente da rede global PwC e pode acessar o suporte fornecido por mais de 327.000 pessoas em 152 países ao redor do mundo. Isso significa que oferecemos suporte a empresas não apenas em todas as fases de seu desenvolvimento, mas também em todas as localidades.

**Average Rating:** 4.2/5.0

**Total Reviews:** 38

#### Who Is the Company Behind PwC?

- **Vendedor:** [PwC](https://www.g2.com/pt/sellers/pwc)
- **Ano de Fundação:** 1998
- **Localização da Sede:** United Kingdom
- **Twitter:** @PwC  
203,971 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5a9f8b5ae7cf89c269cf1209abec25373c2a581d97f8f0a0ed444d46b865e89d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1044%2F&secure%5Burl_type%5D=linkedin_company_website)  
296,620 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Contabilidade
- **Company Size:** 47% Medium, 37% Large

#### What Do G2 Reviewers Say About PwC?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam a **expertise incomparável** da PwC, obtendo insights de profissionais da indústria em diversos campos.
- Os usuários valorizam a **exposição incomparável** e a interação com especialistas da indústria global na PwC, aprimorando seu desenvolvimento profissional.
- Os usuários valorizam a **colaboração global** na PwC, ganhando uma exposição incomparável ao interagir com diversos especialistas da indústria.
- Os usuários valorizam a **incomparável expertise técnica** da PwC, obtendo insights valiosos de profissionais da indústria global.

#### What Are Recent G2 Reviews of PwC?

**["Ótima empresa para trabalhar, as pessoas e a cultura são agradáveis."](https://www.g2.com/pt/survey_responses/pwc-review-10369195)**

**Rating:** 5.0/5.0 stars

_— Usuário Verificado em Segurança de Redes e Computadores_

[Read full review](https://www.g2.com/pt/survey_responses/pwc-review-10369195)

**["PwC como parceiro implementador do D365 F&O"](https://www.g2.com/pt/survey_responses/pwc-review-10231978)**

**Rating:** 5.0/5.0 stars

_— Malav S._

[Read full review](https://www.g2.com/pt/survey_responses/pwc-review-10231978)

#### What Are G2 Users Discussing About PwC?

- [A PwC ainda é PricewaterhouseCoopers?](https://www.g2.com/pt/discussions/is-pwc-still-pricewaterhousecoopers) - 1 comment
- [What is special about PwC?](https://www.g2.com/pt/discussions/what-is-special-about-pwc)
- [What services do PricewaterhouseCoopers provide?](https://www.g2.com/pt/discussions/what-services-do-pricewaterhousecoopers-provide)
- [What systems does PwC use?](https://www.g2.com/pt/discussions/what-systems-does-pwc-use)

### [Ernst & Young](https://www.g2.com/pt/products/ernst-young/reviews)

Uma das principais organizações de serviços profissionais do mundo, ajuda empresas em todo o globo a identificar e capitalizar oportunidades de negócios.

**Average Rating:** 4.1/5.0

**Total Reviews:** 20

#### Who Is the Company Behind Ernst & Young?

- **Vendedor:** [Ernst & Young (E&Y)](https://www.g2.com/pt/sellers/ernst-young-e-y)
- **Ano de Fundação:** 1989
- **Localização da Sede:** London
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=340d34cb6814593cb6be46462017d68a16b372058fc6a3ec69bc30c2ac8b9ee0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fernstandyoung&secure%5Burl_type%5D=linkedin_company_website)  
403,177 funcionários no LinkedIn®

#### Who Uses This Product?

- **Company Size:** 70% Large, 40% Medium

#### What Are Recent G2 Reviews of Ernst & Young?

**["Consultoria e Implementação"](https://www.g2.com/pt/survey_responses/ernst-young-review-11769267)**

**Rating:** 4.0/5.0 stars

_— Usuário Verificado em Consultoria_

[Read full review](https://www.g2.com/pt/survey_responses/ernst-young-review-11769267)

**["Boa empresa para trabalhar e adquirir uma experiência rica"](https://www.g2.com/pt/survey_responses/ernst-young-review-10658599)**

**Rating:** 4.5/5.0 stars

_— Aavinashh L._

[Read full review](https://www.g2.com/pt/survey_responses/ernst-young-review-10658599)

#### What Are G2 Users Discussing About Ernst & Young?

- [Who owns EY India?](https://www.g2.com/pt/discussions/who-owns-ey-india)
- [Why is EY famous?](https://www.g2.com/pt/discussions/why-is-ey-famous)
- [What is Max Ernst known for?](https://www.g2.com/pt/discussions/what-is-max-ernst-known-for)
- [What is Ernst short for?](https://www.g2.com/pt/discussions/what-is-ernst-short-for)

### [Zeni](https://www.g2.com/pt/products/zeni/reviews)

Zeni é um software de contabilidade com inteligência artificial apoiado por uma equipe financeira dedicada. Com um conjunto abrangente de ferramentas e serviços financeiros, você pode aproveitar a automação para economizar 70 horas por mês e aumentar a precisão de suas operações financeiras. O que a Zeni Faz: - Agentes de IA para Contabilidade e Reconciliação - Leitura Instantânea de Fluxo de Caixa e Queima - Pagamento de Contas, Faturamento e Controle de Despesas Automatizados - Supervisão de Equipe Financeira Dedicada - Contabilidade Multi-Entidade + Multi-Moeda Sem esperar pelo fechamento do mês. Sem planilhas de vai-e-vem. Apenas finanças sempre atualizadas. O Impacto: As equipes recuperam tempo, eliminam erros manuais e gerenciam seus negócios com inteligência financeira em tempo real.

**Average Rating:** 4.5/5.0

**Total Reviews:** 82

#### Who Is the Company Behind Zeni?

- **Vendedor:** [Zeni](https://www.g2.com/pt/sellers/zeni)
- **Website da Empresa:** www.zeni.ai
- **Ano de Fundação:** 2019
- **Localização da Sede:** Palo Alto, US
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6d54a7bb008463f0ca976d90f82e1aff0cbcfad45e6d469868ff902419bef109&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzeni-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
446 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços
- **Company Size:** 87% Small, 7% Medium

#### What Are Recent G2 Reviews of Zeni?

**["Contabilidade Simplificada com Zeni"](https://www.g2.com/pt/survey_responses/zeni-review-9071254)**

**Rating:** 5.0/5.0 stars

_— Usuário Verificado em Lazer, Viagens e Turismo_

[Read full review](https://www.g2.com/pt/survey_responses/zeni-review-9071254)

**["Exatamente o que precisávamos para um modelo de faturamento detalhado"](https://www.g2.com/pt/survey_responses/zeni-review-12388826)**

**Rating:** 5.0/5.0 stars

_— Breann C._

[Read full review](https://www.g2.com/pt/survey_responses/zeni-review-12388826)

### [Fiserv](https://www.g2.com/pt/products/fiserv/reviews)

A Fiserv é uma líder global em soluções de tecnologia para serviços financeiros que ajudam os clientes a mover e gerenciar dinheiro com facilidade, rapidez e conveniência.

**Average Rating:** 4.3/5.0

**Total Reviews:** 14

#### Who Is the Company Behind Fiserv?

- **Vendedor:** [Fiserv](https://www.g2.com/pt/sellers/fiserv)
- **Ano de Fundação:** 1984
- **Localização da Sede:** Milwaukee, US
- **Twitter:** @Fiserv  
26,459 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f645c8fdd11d310e0f28b50121b7d6802812d0e7b69d5615c4abc34d127871a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3364%2F&secure%5Burl_type%5D=linkedin_company_website)  
33,305 funcionários no LinkedIn®
- **Propriedade:** BMV:FISV

#### Who Uses This Product?

- **Top Industries:** Bancário
- **Company Size:** 43% Medium, 36% Large

#### What Are Recent G2 Reviews of Fiserv?

**["Pagamentos eletrônicos facilitados"](https://www.g2.com/pt/survey_responses/fiserv-review-3478692)**

**Rating:** 4.0/5.0 stars

_— Kunigunde P._

[Read full review](https://www.g2.com/pt/survey_responses/fiserv-review-3478692)

**["eficiência e padronização."](https://www.g2.com/pt/survey_responses/fiserv-review-7161668)**

**Rating:** 4.0/5.0 stars

_— karina f._

[Read full review](https://www.g2.com/pt/survey_responses/fiserv-review-7161668)

### [Goldman Sachs](https://www.g2.com/pt/products/goldman-sachs/reviews)

A Goldman Sachs é uma empresa líder global em banco de investimento, valores mobiliários e gestão de investimentos que oferece uma ampla gama de serviços financeiros a uma base de clientes substancial e diversificada, incluindo corporações, instituições financeiras, governos e indivíduos de alto patrimônio líquido. Fundada em 1869, a empresa tem sede na cidade de Nova York e opera escritórios em importantes centros financeiros em todo o mundo. A Goldman Sachs é renomada por sua expertise em banco de investimento, negociação, gestão de ativos e gestão de patrimônio, oferecendo consistentemente soluções financeiras inovadoras e aconselhamento estratégico aos seus clientes. Características e Funcionalidades Principais: - Banco de Investimento: Oferece serviços de consultoria abrangentes em fusões e aquisições, desinvestimentos, atividades de defesa corporativa, reestruturações e desmembramentos. A empresa também fornece serviços de subscrição para ofertas de dívida e ações, auxiliando os clientes na captação de capital através de mercados públicos e privados. - Mercados Globais: Facilita atividades de negociação e criação de mercado em várias classes de ativos, incluindo ações, renda fixa, moedas e commodities. A Goldman Sachs fornece soluções de liquidez e gestão de risco para clientes institucionais, aproveitando sua extensa rede global e profundos insights de mercado. - Gestão de Ativos: Gerencia ativos em um amplo espectro, incluindo ações, renda fixa, fundos de hedge, private equity, imóveis e infraestrutura. A empresa oferece soluções de investimento personalizadas e serviços de consultoria para investidores institucionais e individuais, visando atender a diversos objetivos financeiros. - Gestão de Patrimônio: Oferece planejamento financeiro personalizado, consultoria de investimentos e serviços de banco privado para indivíduos de alto patrimônio líquido, escritórios familiares e fundações. A Goldman Sachs aproveita seus recursos globais e expertise para ajudar os clientes a preservar e aumentar seu patrimônio a longo prazo. - Soluções de Plataforma: Oferece produtos e serviços financeiros inovadores, incluindo plataformas de banco digital como o Marcus by Goldman Sachs, que fornece empréstimos pessoais, contas de poupança e outros produtos financeiros para consumidores. A empresa também faz parcerias com grandes marcas para integrar produtos financeiros em seus ecossistemas, melhorando as experiências dos clientes. Valor e Soluções Primárias Oferecidas: A Goldman Sachs entrega valor significativo aos seus clientes ao oferecer consultoria financeira especializada, captação de capital e soluções de gestão de risco adaptadas às suas necessidades únicas. O profundo conhecimento de mercado da empresa, seu alcance global e compromisso com a excelência permitem que os clientes naveguem em paisagens financeiras complexas, aproveitem oportunidades de crescimento e alcancem seus objetivos estratégicos. Ao fornecer um conjunto abrangente de serviços em banco de investimento, negociação, gestão de ativos e gestão de patrimônio, a Goldman Sachs aborda os diversos desafios financeiros enfrentados por seus clientes, promovendo parcerias de longo prazo e impulsionando o sucesso sustentável.

**Average Rating:** 4.1/5.0

**Total Reviews:** 11

#### Who Is the Company Behind Goldman Sachs?

- **Vendedor:** [Goldman Sachs](https://www.g2.com/pt/sellers/goldman-sachs)
- **Ano de Fundação:** 2006
- **Localização da Sede:** Atlanta
- **Twitter:** @GoldmanSachs  
1,141,696 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=58cff66222073108c94d95d653830bc4a1efda490f3eb9597c4b111bf68c9b40&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgreenskyinc&secure%5Burl_type%5D=linkedin_company_website)  
1,060 funcionários no LinkedIn®

#### Who Uses This Product?

- **Company Size:** 36% Medium, 36% Large

#### What Are Recent G2 Reviews of Goldman Sachs?

**["Maravilhoso App!!"](https://www.g2.com/pt/survey_responses/goldman-sachs-review-8509979)**

**Rating:** 4.5/5.0 stars

_— Neha M._

[Read full review](https://www.g2.com/pt/survey_responses/goldman-sachs-review-8509979)

**["Parceiro Financeiro Confiável"](https://www.g2.com/pt/survey_responses/goldman-sachs-review-11794674)**

**Rating:** 4.0/5.0 stars

_— Dev Saran S._

[Read full review](https://www.g2.com/pt/survey_responses/goldman-sachs-review-11794674)

### [KPMG](https://www.g2.com/pt/products/kpmg/reviews)

Oferecemos amplas habilidades de consultoria de gestão, incluindo capacitação tecnológica.

**Average Rating:** 4.2/5.0

**Total Reviews:** 22

#### Who Is the Company Behind KPMG?

- **Vendedor:** [KPMG](https://www.g2.com/pt/sellers/kpmg-e2874d4d-01ea-4fab-aa80-7344e39b9d73)
- **Localização da Sede:** New York
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6484382897b6c40df8932121e1811ba762577fa5b7c029aabc8189b25bf072fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkpmg-us&secure%5Burl_type%5D=linkedin_company_website)  
53,551 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Contabilidade
- **Company Size:** 50% Medium, 36% Small

#### What Are Recent G2 Reviews of KPMG?

**["KPMG - Escolha Certa"](https://www.g2.com/pt/survey_responses/kpmg-review-8605228)**

**Rating:** 4.0/5.0 stars

_— Usuário Verificado em Consultoria_

[Read full review](https://www.g2.com/pt/survey_responses/kpmg-review-8605228)

**["O maior serviço financeiro"](https://www.g2.com/pt/survey_responses/kpmg-review-7640920)**

**Rating:** 5.0/5.0 stars

_— John M._

[Read full review](https://www.g2.com/pt/survey_responses/kpmg-review-7640920)

### [Baker Tilly](https://www.g2.com/pt/products/baker-tilly-baker-tilly/reviews)

Baker Tilly Avaliações & Detalhes do Provedor As finanças modernas começam com a tecnologia certa — e o parceiro certo. Como Parceiro do Ano da Sage Intacct por 12 vezes, a Baker Tilly ajuda CFOs e líderes financeiros a modernizar operações, obter maior visibilidade e construir uma base escalável para o crescimento. -Por que líderes financeiros escolhem a Baker Tilly -Mais de 2.000 implementações bem-sucedidas do Sage Intacct -Uma experiência de compra e implementação simplificada -Sucesso e suporte ao cliente premiados, com um NPS de 85 -Conhecimento profundo da indústria e soluções personalizadas de última milha -Os recursos e a perspectiva de uma empresa líder em consultoria, impostos e auditoria A Baker Tilly reúne a tecnologia Sage Intacct, experiência em transformação financeira e conhecimento da indústria para entregar mais do que uma implementação de software. Nossa equipe ajuda organizações a simplificar a contabilidade, melhorar relatórios, fortalecer a tomada de decisões e se preparar para o que vem a seguir. Desde a implementação e integração até a otimização e suporte contínuo, fornecemos uma experiência conectada projetada para reduzir a complexidade, acelerar o valor e apoiar o crescimento a longo prazo.

**Average Rating:** 4.7/5.0

**Total Reviews:** 119

#### Who Is the Company Behind Baker Tilly?

- **Vendedor:** [Baker Tilly](https://www.g2.com/pt/sellers/baker-tilly)
- **Website da Empresa:** www.bakertilly.com
- **Ano de Fundação:** 1931
- **Localização da Sede:** Chicago, IL
- **Twitter:** @bakertillyus  
2,526 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0ad89ff961c9e2ab21c737650a9888670ff1390a9b85038e769fa0d3f4a45e49&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10169&secure%5Burl_type%5D=linkedin_company_website)  
10,452 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controlador, Diretor Financeiro
- **Top Industries:** Gestão de Organizações Sem Fins Lucrativos, Instituições Religiosas
- **Company Size:** 68% Medium, 27% Small

#### What Are Recent G2 Reviews of Baker Tilly?

**["Equipe de Suporte Rápida e Eficiente na Baker Tilly"](https://www.g2.com/pt/survey_responses/baker-tilly-review-13138581)**

**Rating:** 4.0/5.0 stars

_— Usuário Verificado em Construção_

[Read full review](https://www.g2.com/pt/survey_responses/baker-tilly-review-13138581)

**["Especialista em Implementação Conhecedor que Realmente Compreende Nossa Indústria"](https://www.g2.com/pt/survey_responses/baker-tilly-review-12477985)**

**Rating:** 5.0/5.0 stars

_— Taci D._

[Read full review](https://www.g2.com/pt/survey_responses/baker-tilly-review-12477985)

#### What Are G2 Users Discussing About Baker Tilly?

- [Para que serve o AcctTwo?](https://www.g2.com/pt/discussions/what-is-accttwo-used-for)

### [Paro.ai](https://www.g2.com/pt/products/paro-ai/reviews)

Paro é uma plataforma de crescimento que reúne uma comunidade de talentos especializados e empresas para enfrentar desafios imediatos e arquitetar um plano para o sucesso a longo prazo. Impulsionado por tecnologia de IA proprietária e expertise aprofundada na indústria, Paro conecta empresas com o especialista e solução mais adequados para resolver problemas e impulsionar o crescimento. Nossa comunidade de elite de especialistas em finanças e contabilidade oferece uma gama de serviços aos clientes, desde contabilidade básica até desenvolvimento corporativo altamente especializado e consultoria estratégica. Ao aproveitar o poder das pessoas e da tecnologia, Paro capacita empresas e profissionais a buscar trabalhos significativos e ir além de seus objetivos mais ambiciosos.

**Average Rating:** 3.7/5.0

**Total Reviews:** 13

#### Who Is the Company Behind Paro.ai?

- **Vendedor:** [Paro.ai](https://www.g2.com/pt/sellers/paro-ai)
- **Ano de Fundação:** 2015
- **Localização da Sede:** Chicago, IL
- **Twitter:** @Paro\_GoBeyond  
3,793 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c5780ff7609859f1b76b3a0fd6d8c901a919733328ab8d96114f83e587565185&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fparo-ai&secure%5Burl_type%5D=linkedin_company_website)  
301 funcionários no LinkedIn®

#### Who Uses This Product?

- **Company Size:** 62% Small, 31% Large

#### What Are Recent G2 Reviews of Paro.ai?

**["Paro ao resgate!"](https://www.g2.com/pt/survey_responses/paro-ai-review-8793382)**

**Rating:** 4.0/5.0 stars

_— Hridyapal B._

[Read full review](https://www.g2.com/pt/survey_responses/paro-ai-review-8793382)

**["Solução baseada em Inteligência Artificial para todas as necessidades financeiras"](https://www.g2.com/pt/survey_responses/paro-ai-review-8812298)**

**Rating:** 5.0/5.0 stars

_— Usuário Verificado em Tecnologia da Informação e Serviços_

[Read full review](https://www.g2.com/pt/survey_responses/paro-ai-review-8812298)

### [Wolters Kluwer](https://www.g2.com/pt/products/wolters-kluwer/reviews)

A Wolters Kluwer oferece um conjunto abrangente de soluções financeiras projetadas para aumentar a eficiência, garantir conformidade e impulsionar a tomada de decisões informadas para instituições financeiras. Seus produtos integram tecnologias avançadas com profundo conhecimento da indústria para enfrentar os desafios complexos enfrentados pelos profissionais de finanças. Principais Características e Funcionalidades: - OneSumX para Finanças, Risco e Relatórios Regulatórios: Uma plataforma integrada que fornece um modelo de dados unificado, hub contábil e sistema de relatórios financeiros. Suporta consolidação multi-entidade e multi-GAAP, garantindo conformidade regulatória precisa e oportuna. - CASH Suite: Uma solução de múltiplos módulos que simplifica os processos de empréstimos comerciais, incluindo análise financeira, gestão de risco, precificação, comunicação de crédito e gestão de portfólio. - Expere: Um sistema centralizado de conformidade que automatiza a geração de documentos em várias linhas de negócios, garantindo consistência e precisão na documentação de conformidade. - eOriginal eAsset® Management: Um sistema de gestão de ativos eletrônicos que permite a criação, gestão e monetização seguras de ativos de empréstimos digitais, garantindo conformidade e aplicabilidade legal ao longo do ciclo de vida do empréstimo. Valor Principal e Soluções Oferecidas: As soluções financeiras da Wolters Kluwer capacitam as instituições a navegar pelas complexidades da conformidade regulatória, gestão de risco e relatórios financeiros. Ao integrar tecnologias avançadas com insights especializados, essas soluções aumentam a eficiência operacional, reduzem os riscos de conformidade e fornecem dados acionáveis para a tomada de decisões estratégicas. As instituições financeiras se beneficiam de processos simplificados, maior precisão e a capacidade de se adaptar a cenários regulatórios em evolução, impulsionando, em última análise, o crescimento e a estabilidade dos negócios.

**Average Rating:** 3.0/5.0

**Total Reviews:** 14

#### Who Is the Company Behind Wolters Kluwer?

- **Vendedor:** [Wolters Kluwer](https://www.g2.com/pt/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Ano de Fundação:** 1987
- **Localização da Sede:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 funcionários no LinkedIn®
- **Propriedade:** AMS:WKL

#### Who Uses This Product?

- **Company Size:** 57% Small, 21% Medium

#### What Are Recent G2 Reviews of Wolters Kluwer?

**["Boa ferramenta para Análise de Mapeamento"](https://www.g2.com/pt/survey_responses/wolters-kluwer-review-3454105)**

**Rating:** 4.0/5.0 stars

_— Usuário Verificado em Bancário_

[Read full review](https://www.g2.com/pt/survey_responses/wolters-kluwer-review-3454105)

**["O melhor absoluto"](https://www.g2.com/pt/survey_responses/wolters-kluwer-review-3355032)**

**Rating:** 5.0/5.0 stars

_— Stefano D._

[Read full review](https://www.g2.com/pt/survey_responses/wolters-kluwer-review-3355032)

### [Healy Consultants](https://www.g2.com/pt/products/healy-consultants/reviews)

Agência de marketing estratégico trabalhando para fazer o seu negócio prosperar. Somos especializados no desenvolvimento de estratégias de marketing e alcançamos excelência na execução.

**Average Rating:** 4.8/5.0

**Total Reviews:** 15

#### Who Is the Company Behind Healy Consultants?

- **Vendedor:** [Healy Consultants](https://www.g2.com/pt/sellers/healy-consultants)
- **Ano de Fundação:** 2003
- **Localização da Sede:** Singapore, Singapore
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6f2cf7df9d15e44b24dc910659d84dcbd01dd3d9544ff7a99f957911428976f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1754508%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Serviços Jurídicos
- **Company Size:** 80% Small, 20% Medium

#### What Are Recent G2 Reviews of Healy Consultants?

**["Incorporação de negócios e configuração de conta bancária"](https://www.g2.com/pt/survey_responses/healy-consultants-review-4161231)**

**Rating:** 5.0/5.0 stars

_— Lotar B._

[Read full review](https://www.g2.com/pt/survey_responses/healy-consultants-review-4161231)

**["Excelente empresa para fazer negócios"](https://www.g2.com/pt/survey_responses/healy-consultants-review-5260939)**

**Rating:** 5.0/5.0 stars

_— Emma M._

[Read full review](https://www.g2.com/pt/survey_responses/healy-consultants-review-5260939)

#### What Are G2 Users Discussing About Healy Consultants?

- [Para que serve a Healy Consultants?](https://www.g2.com/pt/discussions/what-is-healy-consultants-used-for)

### [AlixPartners](https://www.g2.com/pt/products/alixpartners/reviews)

AlixPartners é uma empresa que oferece serviços de consultoria empresarial e financeira, incluindo eficiência operacional, otimização de receita, gestão de custos, expansão de margem e serviços de consultoria para transformação empresarial.

**Average Rating:** 4.3/5.0

**Total Reviews:** 4

#### Who Is the Company Behind AlixPartners?

- **Vendedor:** [AlixPartners](https://www.g2.com/pt/sellers/alixpartners)
- **Localização da Sede:** New York, New York, United States
- **Twitter:** @AlixPartnersLLP  
4,392 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5dd942db40d101b1213b3c33fad57cfe19ea746742b49746ed34b8fe7f404c9b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falixpartners&secure%5Burl_type%5D=linkedin_company_website)  
3,794 funcionários no LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 25% Large

#### What Are Recent G2 Reviews of AlixPartners?

**["Revisão da AlixPartners"](https://www.g2.com/pt/survey_responses/alixpartners-review-935864)**

**Rating:** 4.0/5.0 stars

_— Paul K._

[Read full review](https://www.g2.com/pt/survey_responses/alixpartners-review-935864)

**["Consultor de contabilidade de recuperação"](https://www.g2.com/pt/survey_responses/alixpartners-review-3466422)**

**Rating:** 4.0/5.0 stars

_— Tomodeo G._

[Read full review](https://www.g2.com/pt/survey_responses/alixpartners-review-3466422)

### [Ampere](https://www.g2.com/pt/products/ampere/reviews)

Ampere, um neobank tudo-em-um que permite aos proprietários de negócios gerenciar todas as operações financeiras essenciais em um só lugar. Ampere permite que as empresas: - Aceitem pagamentos por cartões e transferências bancárias - Façam pagamentos instantâneos via SWIFT ou SEPA, bem como pagamentos por cartão - Convertam automaticamente fundos em moedas populares - Gerem e enviem faturas para clientes com seu Sistema de Faturamento Inteligente - Usem o telefone celular como um terminal - Obtenham empréstimos instantâneos com juros baixos - Usem serviços de adquirência - Gerenciem contas empresariais e impostos

**Average Rating:** 4.9/5.0

**Total Reviews:** 4

#### Who Is the Company Behind Ampere?

- **Vendedor:** [Ampere](https://www.g2.com/pt/sellers/ampere)
- **Ano de Fundação:** 2022
- **Localização da Sede:** West End, GB
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7e2602195c8bf1675dee1986a84053a11a9aaf2ba3c02954bbe5919a45be2c03&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Famperebanking%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 funcionários no LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Ampere?

**["Transferências rápidas e fáceis em GBP e EUR"](https://www.g2.com/pt/survey_responses/ampere-review-7442888)**

**Rating:** 4.5/5.0 stars

_— Zofia W._

[Read full review](https://www.g2.com/pt/survey_responses/ampere-review-7442888)

**["Ampere - um aplicativo bancário indispensável para empreendedores de TI"](https://www.g2.com/pt/survey_responses/ampere-review-7310996)**

**Rating:** 5.0/5.0 stars

_— Maciej W._

[Read full review](https://www.g2.com/pt/survey_responses/ampere-review-7310996)

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 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

Financial consulting firms provide businesses with financial advice in order to improve financial strategy, create more efficient procedures, and ultimately maximize revenue. With an in-depth understanding of the fiscal world, financial consultants carefully examine monetary aspects of businesses and are often able to offer insight that may not be apparent to those within the organization. Businesses will typically work with financial consultants during times of slow growth or while facing other uncertainties. Typically, financial consultants work directly with a company’s chief financial officer or someone in a related role. Some financial consultants work in independent firms, while others work within [accounting firms](https://www.g2.com/categories/accounting-firms) or larger consulting firms.

Show More

### Financial Consulting Topics

- [What are financial consulting services?](#what-are-financial-consulting-services)
- [What is a financial consultant?](#what-is-a-financial-consultant)
- [How do financial consulting services work?  ](#how-do-financial-consulting-services-work)
- [Financial consultants vs. financial advisors](#financial-consultants-vs-financial-advisors)
- [What is the difference between business consulting and financial consulting?](#what-is-the-difference-between-business-consulting-and-financial-consulting)
- [Benefits of working with a financial consultant](#benefits-of-working-with-a-financial-consultant)
- [Challenges of working with a financial consultant ](#challenges-of-working-with-a-financial-consultant)
- [Who uses financial consulting services?](#who-uses-financial-consulting-services)
- [How do you choose the right financial consulting provider?](#how-do-you-choose-the-right-financial-consulting-provider)
- [Questions for potential financial consulting providers](#questions-for-potential-financial-consulting-providers)

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### Financial Consulting Topics
 Expand/Collapse ](#)
- [What are financial consulting services?](#what-are-financial-consulting-services)
- [What is a financial consultant?](#what-is-a-financial-consultant)
- [How do financial consulting services work?  ](#how-do-financial-consulting-services-work)
- [Financial consultants vs. financial advisors](#financial-consultants-vs-financial-advisors)
- [What is the difference between business consulting and financial consulting?](#what-is-the-difference-between-business-consulting-and-financial-consulting)
- [Benefits of working with a financial consultant](#benefits-of-working-with-a-financial-consultant)
- [Challenges of working with a financial consultant ](#challenges-of-working-with-a-financial-consultant)
- [Who uses financial consulting services?](#who-uses-financial-consulting-services)
- [How do you choose the right financial consulting provider?](#how-do-you-choose-the-right-financial-consulting-provider)
- [Questions for potential financial consulting providers](#questions-for-potential-financial-consulting-providers)

## Learn More About Financial Consulting Providers

Financial consulting service providers offer businesses strategic services like auditing, compliance, decision-making, payment processing, and wealth and asset management. Businesses turn to these financial consulting providers to maintain agile business continuity and find expert advice for future investments and acquisitions. 

As third-party consulting firms, financial service providers act as the financial backbone for different industries like healthcare, the public sector, nonprofits, and e-commerce. Using data-driven metrics and financial reporting tools, consultants offer deep insights into financial ratios and company data to evaluate your operating model and analyze cash investments for the company. 

Financial consulting services are also useful to [accounting firms](https://www.g2.com/categories/accounting-firms), [accounting practice management](https://www.g2.com/categories/accounting-practice-management), [tax services](https://www.g2.com/categories/accounting-firms), [business finance](https://www.g2.com/categories/business-finance), [payroll services](https://www.g2.com/categories/payroll-services), and [budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting)to keep track of oncoming accounts and manage transactions in the long run.

Top consulting firms include Deloitte, KPMG, Bain and Company, PriceWaterhouseCoopers (PwC), Boston Consulting Group (BCG), McKinsey, Goldman and Sachs, and Accenture.

### What are financial consulting services?
 

Financial consulting services offer expert advice and consultation to businesses, individuals, entrepreneurs, and enterprises to give them financial clarity. They also use strategy consulting, financial analytics, [environmental, social and governance (ESG) reporting](https://www.g2.com/articles/esg-reporting), and corporate governance to optimize money goals and objectives.

 

Financial consultants design long-term or short-term business agendas to increase profits for their client base. Financial consulting services can play a temporary role as accounting and bookkeeping agencies by handling payroll services, employee management, and tax and compliance processes. 

 

Financial consulting also covers credit control, risk control, and opportunity analysis for businesses as their services. Some companies even educate their clients about financial literacy and planning.

 

### What is a financial consultant?
 

Financial consultants help with general business planning and financial modeling by creating data-centric reports and [investment portfolios](https://www.g2.com/glossary/investment-portfolio-definition). They are involved in decision-making and revenue handling. 

 

Financial consultants prepare data audits and advanced research to help their clients improve their financial stability. Clients get strategies for making commercial deals, [managing financial risks](https://www.g2.com/glossary/financial-risk-management-definition), designing business models, and planning goals. With the help of consultants, leadership can build efficient economic models to gain customer traction and stabilize net profit. 

 

### How do financial consulting services work?  
 

Financial consulting services are provided by professionals who either hold chartered financial consultant (ChFC) designation or another registered license with the Exchange Commission or Security. 

 

They perform deep-rooted analyses to identify potential growth opportunities and to maintain a stable cash flow. Here is a general flow of how financial consulting services work.

 
- **Initial assessment:** Financial consulting providers perform a takedown of a client’s current financial status. They analyze old investments, income tax statements, laws, policies, cash flow, competitive advantage, global business trends, new business initiatives, and performance improvement to get a clear-cut picture of the business.
- **Analysis and evaluation:** Financial consulting providers engage in full-blown credit analysis and evaluation by studying company statements and the scope of income. They learn about accounting practices, variable and fixed assets, and inventory to compare them with market competitors. Further, they prepare closure reports stating the cause of every financial decision. 
- **Goal setting:** The financial consultant meets with the client to strategize short-term and long-term financial goals. They present enough data to justify these decisions and support companies as they try to achieve their objectives. 
- **Financial planning:** With the client’s goals in mind, financial consultants set deadlines for fixing previous mistakes and create new guidelines for their stakeholders. These steps result in account management that recoups financial health and fosters awareness among stakeholders. 
- **Implementation:** After finalizing the strategic service rollout, the consultant and client implement the action items. This may include opening new investment streams, acquiring mergers, revamping post-purchasing policies, adding more source capital, or changing retirement initiatives to achieve success.
- **Monitoring and review:** After implementation, financial consultants review their plan and make sure that there are no loopholes or misinterpretations. Review cycles help clients understand, validate, and adopt the new services wisely. The monitoring cycle also ensures that the financial reports are precise and correct.
- **Client education:** Investing in the client’s financial literacy is a long-term objective for consultancy services. Throughout the process, consultants make clients aware of financial market situations, investment portfolios, tax slabs, and budget scenarios. 
- **Continued support:** Many financial services extend their availability after the contract expires. They often serve as trusted advisors who share their expertise on policies, market data, and changing regulations. This, in turn, increases the credibility of the financial consulting company and improves the relationship between the two firms. 

 

### Financial consultants vs. financial advisors

Although these professionals can work interchangeably, both sides have different industry roles, as discussed below.

**Financial consultants** provide services that extend beyond generic investment advice. They scrutinize a company’s operations and income flows to understand their methods of working and scope of profit. They take into account the growth graph or burn rate of a company’s capital to analyze future recovery strategies and diversion of pathways for company breakevens. 

Various industries turn to financial consultants for estate planning, corporate guidance, digital banking, market analysis, capital markets, change management, [business continuity](https://www.g2.com/articles/business-continuity) planning, and insurance. They also serve as long-term advisors to company stakeholders as a goodwill initiative. 

**Financial advisors** are board members of advisory firms who focus on providing investment banking advice or managing investment portfolios. Their primary goal is to analyze the investment health and funding processes to cut losses. 

Financial advisory firms don’t charge a flat fee or commission from product sales, but they might have a fixed fee that they charge for their services. They’re also wary of the legal, financial, and regulatory compliance requirements and are able to suggest ways a company can follow corporate security and governance. 

### What is the difference between business consulting and financial consulting?

There are a few overlaps between these independent streams of service consulting, but a few major differences are evident. They are stated below:

**Financial consulting** analyzes the current financial situation of a business and gives them specific advise to sustain and grow in the long run. Financial consulting is an area of business that focuses exclusively on offering services like bookkeeping, investment management, financial analysis, and risk management. They also have the expertise to take a spot on an organization’s decision-making team.  

They are concerned with the metrics followed by accounting and financial teams: annual growth rate, net recurring revenue, opportunity costs, economic profit, and variable margins. Reaching out to a financial provider steers you clear of fuzzy investments and increases your understanding of financial valuations and investment success. 

They also guide tax planning, wealth management, loans, and systematic investment plans. They cater to outside investors and businesses of every size.

**Business consulting** provides strategic services to improve a company’s overall performance. Consultants use their understanding of various departments to derive a suitable business plan for market expansion.  

These consultants work in a “free play” across different businesses to appraise challenges, returns on investment (ROIs), customer acquisition plans, loyalty, and brand reputation to design an employee benefit plan. The severance plan aims to recoup the business’s current market position and raise the bar of quality. 

Business consultants also aim to improve a brand’s customer-centric initiatives so that it grows at the same rate as its competitors and sustains its value in the market. 

### Benefits of working with a financial consultant

Speaking with a financial consultant when your business is emerging is crucial to staying relevant and making sound monetary decisions for a stable growth journey.

Here are some benefits that a financial consultant can bring to your company.

- **Sector expertise and insights:** Financial consulting providers are registered agents with deep knowledge across various channels of banking, insurance, market infrastructure, payments, taxes, digital assets, and blockchains. Their subject matter expertise ensures that you’ll receive proper strategies and plans for your business. 
- **Market analysis:** Financial consultants bring an “outside-in” perspective to the company by applying outer competitive techniques to stabilize a company’s function. As experts in their field, they include market trends, provide whitespace, conduct competitive analyses, and evaluate current policies to devise a plan of action. This approach helps companies avoid futile processes and invest their energy into a more “profit-enabling” and financially flexible workflow. 
- **Customer-centric approach:** Financial consultants help companies understand and evaluate their current operating model, product generation lifecycle, capital expenditure, and customer experience to bring the important items to the table first. After designing an approach, they will evaluate the asset and liability divisions to assist with debt restructuring. 
- **Strategic forecasting and planning:** Financial consultants use advanced predictive modeling and data analytics to forecast beneficial outcomes that will ensure sustainable growth and improve the bottom line. The consultants come up with cost-effective approaches to reduce expenditure (implicit and explicit), save revenue, and build a smart business structure. 
- **Additional services:** Financial consulting services also offer support in auditing, exit strategy planning, debt and loans, valuations, and operations. Newer businesses can consult these agencies to raise funding and engage with angel investors. 
- **Customized financial planning:** Financial consultants develop personalized plans tailored to business segments, number of employees, capacity, skills, digital infrastructure, and risk tolerance. Their plans outline pointers for budgeting, tax savings, retirement plans, pension maturity, and estate planning. 
- **Maximizing returns:** In addition to bringing fruitful advice, financial consultants are focused on delivering the maximum ROI for their services. Their goal is to use a company’s existing resources and make wise cash decisions to get the most out of their efforts. Optimizing cash flow operations and business transactions also helps build a solid financial status in the market. 
- **Peace of mind:** By working with a financial consultant, clients gain peace of mind knowing that their financial affairs are in capable hands. Consultants provide ongoing monitoring, support, and reassurance to help clients navigate financial challenges and stay on track toward their goals.

### Challenges of working with a financial consultant 

From hiring fees to convincing stakeholders to get on board, quite a few challenges come up when working with financial consultants.

- **Risk of delayed decisions:** Working with a financial consultant might cause a stir when it comes to a company’s standard decision-making. The delayed decisions might delay procedures and cause conflicts and strategic failure. The financial services consultants monitor regulatory compliance, business strategies, enterprise risk factors, and legal factors like[corporate social responsibility (CSR)](https://learn.g2.com/corporate-social-responsibility), employee laws, and so on. 
- **Adopting technological advancements: ** With the global wave of AI and automation, businesses have to be careful in adapting these techniques in the financial sector. Failing to adhere to ethical technological advancements could result in bizarre financial decisions. 
- **Market volatility: ** Businesses need to understand how trends fluctuate and gears shift in their fields. Part of being in a contract with a financial consulting provider means that both parties have to build escape strategies and safety policies to protect the business from closing. You must monitor supply and demand chains and make capital investment decisions wisely.
- **Data breaches and security challenges: ** Sharing a good deal of information with agencies has a risk of data breaches. As financial consultants gain full access to customer reports, orders, and sales proposals, it gets hard to store and manage sensitive information.
- **Rising competition:**  A lot of companies are learning more about market awareness and applying financial principles to their businesses. This growing awareness and edification could pose a serious challenge to financial consultancy services that operate on the same principles.
- **Resources and constraints:** Consulting with financial services could drain resources, overshoot deadlines, and put more pressure on project management teams. It might be hard for a business to allocate resources and capital for all departments and keep them motivated to work harder and within more constraints. 
- **The intricacy of projects:** Following up on a financial plan might be risky as it can eat into current customer projects. The advice of consultants might be different from your customer's expectations and can cause an emotional drain as well. 

### Who uses financial consulting services?

Businesses of all sizes, as well as freelancers and entrepreneurs, also use financial consulting services. Here’s an overview of people who opt for financial consulting services. 

- **Start-ups and large corporations:** These businesses seek guidance about securing funding, managing cash flow, developing financial models, and making strategic investments to guarantee financial health.
- **Banks:** Financial consultants help banks assess loan applications, evaluate risk, and create new financial products, contributing to the bank's stability and competitiveness.
- **Insurance Companies:** These consultants advise their clients about pricing insurance products, overseeing investments, and complying with regulations to ensure the solvency of the company and fair treatment of policyholders.
- **Asset Managers:** In order to maximize returns while minimizing risks for their clients, asset managers use consultants to develop investment strategies, analyze markets, and supervise client portfolios.
- **Non-Banking Financial Companies (NBFCs):** Similar to banks, NBFCs use consultants for loan assessment, risk management, and product development specific to their goods and services, catering to a range of financial needs that traditional banks can’t handle.
- **Government Entities:** Governments may hire consultants for complex financial planning, budgeting, and infrastructure projects.
- **Independent Investors:** These people seek personalized advice on wealth management, retirement planning, and investment strategies in order to work toward achieving their financial goals and securing their future.

### How do you choose the right financial consulting provider?

To choose the right consulting provider, you have to follow a few key steps:

- **Identify the key business concerns.** Enlist List your requirements and the objectives that you want to accomplish with the financial consulting service provider. Once you outline your needs and wants, circulate your proposal among the rest of the decision-makers in your company. Make sure to factor in your resources, capabilities, skills, constraints, and liquidity strength. 
- **Define the nature of the challenge.** Determine whether you’re seeking generic financial advice or need consultation for a specific issue. Address the root cause of your problem by analyzing previous business decisions and figuring out if the challenge you need to solve is strategic, managerial, or technical.
- **Choose a financial consulting provider.** Align your financial and accounting teams, and understanding their viewpoints would help you shortlist the right provider. 
- **Dig deeper into the research.** Once clear on your goals, get neck-deep into the selection process. Check with service vendors, forums, review sites, community discussion threads, and former clients to find out as much as possible about your potential providers. Evaluate their services, pricing, experience, qualifications, work hours, scope of service, and licenses. 
- **Narrow down the list.** Once you identify the larger funnel, pare it down based on pros and cons, deliverables, and services offered. Check out comparison content pieces and shortlist 3-5 financial providers. 
- **Negotiation.** Connect with the financial providers from your shortlist and negotiate. Final negotiation should be based on pricing and rates, additional services, timelines, and anything else you’ve been looking for during your search.
- **ROI analysis.** Analyze the ROI you expect from consultancy engagement. 

### Questions for potential financial consulting providers

When doing your research, make sure you enquire about each firm’s previous qualifications, client profile, approach, fee, communication style, and commitment to hire the best provider.

- What is your experience and expertise in financial consulting, particularly in areas relevant to my needs?
- Can you provide examples of similar clients you have worked with and the results you achieved?
- What approach do you take to developing customized financial plans for clients?
- How do you typically communicate with clients, and how often do you provide updates on progress?
- What is your fee structure, and which services are included in your fees?
- Are you a fiduciary?
- Which financial certifications do you have?
- How do you stay current with changes in financial regulations, market trends, and investment strategies?
- Can you explain your investment philosophy and how you select advisory services for clients?
- What kind of ongoing support and services do you provide after the initial plan is implemented?
- How do you measure success in your client engagements, and which metrics do you use to track progress?

_Researched and written by _[_Samarth Bhat_](https://learn.g2.com/author/samarth-bhat)

_Reviewed and edited by _[_Aisha West_](https://learn.g2.com/author/aisha-west)