# Best Financial Consulting Providers

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

**Total Products under this Category:** 285

### 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
- 285+ 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**

### CoCountant

CCoCountant gives business owners decision-ready numbers without the overhead of building a finance team. From day one, you get a dedicated controller and bookkeeping pod who know your business, close the books in 10–15 days, and sign off on GAAP-ready statements you can trust. We work with startups, agencies, nonprofits, and growing teams across the U.S., covering bookkeeping, payroll, bill pay, AR, cash flow, and budgeting. Every plan comes with fast response times backed by SLAs, so you get answers in hours, not days. With CoCountant, you don’t just get clean books. You get clarity, confidence, and trust to your finance function.

[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=2026-08-04T05%3A22%3A23Z&secure%5Bdisplayable_resource_id%5D=798&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=797&secure%5Bplacement_resource_ids%5D%5B%5D=798&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1340343&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%3Fopen_modal_url%3D%252Fproducts%252F8020-consulting%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffinancial-consulting%2526source%253Dcategory&secure%5Btoken%5D=8ad90038a1f0a1d58a150dfe9f5d1c4e9f7629d00bb6030442c15e978276c727&secure%5Burl%5D=https%3A%2F%2Fcocountant.com%2Fservices%2Fbookkeeping-services%2F%3Futm_source%3DG2%26utm_medium%3DBookkeeping%26utm_campaign%3DBookeeping-Topic&secure%5Burl_type%5D=custom_url)

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

MSA ist ein Full-Service-Buchhaltungs- und strategischer Beratungspartner, der seit 2011 ausländische KMU auf dem chinesischen Markt und in anderen asiatischen Märkten bei Buchhaltungs-, Finanz- und strategischen Geschäftsanforderungen unterstützt.

**Average Rating:** 4.9/5.0

**Total Reviews:** 32

#### Who Is the Company Behind MSA?

- **Verkäufer:** [MSA](https://www.g2.com/de/sellers/msa)
- **Gründungsjahr:** 2011
- **Hauptsitz:** Huangpu District, CN
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

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

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

**["Beste Unterstützung für einen unbeschwerten Ansatz für ein globales Unternehmen, um nach China zu expandieren"](https://www.g2.com/de/survey_responses/msa-review-12561777)**

**Rating:** 5.0/5.0 stars

_— Ben T._

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

**["Bester 360°-Dienstleister. Vollständiger strategischer Partner."](https://www.g2.com/de/survey_responses/msa-review-12484760)**

**Rating:** 5.0/5.0 stars

_— Giuliano R._

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

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

Deloitte ist ein Buchhaltungsunternehmen und ein Netzwerk für professionelle Dienstleistungen, das Prüfungs-, Steuer-, Beratungs-, Unternehmensrisiko- und Finanzberatungsdienste anbietet.

**Average Rating:** 4.2/5.0

**Total Reviews:** 62

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

- **Verkäufer:** [Deloitte](https://www.g2.com/de/sellers/deloitte)
- **Gründungsjahr:** 1845
- **Hauptsitz:** New York, NY
- **Twitter:** @Deloitte  
562,799 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®
- **Telefon:** +1 212 492 4000 

#### Who Uses This Product?

- **Top Industries:** Computersoftware, Informationstechnologie und Dienstleistungen
- **Company Size:** 74% Large, 71% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **Tiefe des Branchenwissens** und die umfassenden Lösungen, die von Deloitte Consulting bereitgestellt werden, was die Zusammenarbeit und Umsetzung verbessert.
- Benutzer schätzen die **umfassende Expertise** und Branchenkenntnisse von Deloitte Consulting, die zuverlässige Lösungen und Unterstützung bei der Implementierung von Analysen bieten.
- Benutzer schätzen Deloitte Consulting für ihre **Expertise und zuverlässige Unterstützung** bei der Implementierung von Salesforce-Analysen und prädiktiver Modellierung.
- Benutzer schätzen die **hilfreiche Unterstützung** von Deloitte Consulting, insbesondere bei der effektiven Implementierung komplexer Salesforce-Analysen.
- Benutzer schätzen die **Zuverlässigkeit** von Deloitte Consulting und profitieren von deren jahrzehntelanger Expertise und vertrauenswürdigen Prüfungsergebnissen.

##### Cons

- Benutzer finden die Beratung ausgezeichnet, bemerken jedoch, dass die **Kosten für kleinere Unternehmen höher sein können**.
- Benutzer erleben **Missverständnisse** aufgrund von Outsourcing und Zeitunterschieden, was die Projektzusammenarbeit und Beziehungen beeinträchtigt.
- Benutzer äußern Bedenken über die **begrenzte Verfügbarkeit vor Ort** von Deloitte Consulting während der Garantiezeit nach der Implementierung.
- Benutzer erleben **Verwirrung aufgrund von Outsourcing** , oft mit Kommunikationsproblemen und Herausforderungen durch unterschiedliche Zeitzonen.
- Benutzer stehen vor **Zeitzonenproblemen** aufgrund von Outsourcing, was zu Verwirrung und Herausforderungen in der Kommunikation und Zusammenarbeit führt.

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

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

**Rating:** 4.5/5.0 stars

_— Richard A._

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

**["Professionelle Salesforce-Expertise, die sich wie eine Erweiterung unseres Teams anfühlt"](https://www.g2.com/de/survey_responses/deloitte-consulting-review-12398529)**

**Rating:** 5.0/5.0 stars

_— Rehan A._

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

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

- [Wofür wird Deloitte Consulting verwendet?](https://www.g2.com/de/discussions/what-is-deloitte-consulting-used-for)
- [What is unique about Deloitte consulting?](https://www.g2.com/de/discussions/what-is-unique-about-deloitte-consulting)
- [What does Deloitte Consulting LLP do?](https://www.g2.com/de/discussions/what-does-deloitte-consulting-llp-do)
- [What consulting services does Deloitte offer?](https://www.g2.com/de/discussions/what-consulting-services-does-deloitte-offer)

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

Bei K-38 Consulting bieten wir Startup-CFO-Dienstleistungen und ausgelagerte CFO-Dienstleistungen für mittelständische Unternehmen an, um ihnen zu helfen, ihre finanzielle Basis zu stärken. Mit jahrelanger Erfahrung liefert unser Team strategische Finanzberatung, Controller-Dienstleistungen und Steueroptimierungsstrategien, die auf die Bedürfnisse Ihres Unternehmens zugeschnitten sind. Wir sind darauf spezialisiert, Steuerverbindlichkeiten durch maßgeschneiderte Steuerstrategien zu reduzieren und gleichzeitig reibungslose Finanzoperationen sicherzustellen. Unser Engagement ist es, unübertroffene finanzielle Expertise und ein Kundenerlebnis von unvergleichlicher Qualität zu bieten.

**Average Rating:** 5.0/5.0

**Total Reviews:** 37

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

- **Verkäufer:** [K-38 Consulting](https://www.g2.com/de/sellers/k-38-consulting)
- **Gründungsjahr:** 2016
- **Hauptsitz:** Raleigh, US
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computersoftware, Einzelhandel
- **Company Size:** 51% Small, 46% Medium

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

**["Außergewöhnliche Fractional CFO-Beratung für klarere Rentabilitäts- und Cashflow-Sichtbarkeit"](https://www.g2.com/de/survey_responses/k-38-consulting-review-13132166)**

**Rating:** 5.0/5.0 stars

_— James W._

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

**["Außergewöhnliche ausgelagerte CFO-Unterstützung für sichere Kreditentscheidungen"](https://www.g2.com/de/survey_responses/k-38-consulting-review-13148433)**

**Rating:** 5.0/5.0 stars

_— Sophia M._

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

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

Wir nehmen eine führende Position auf dem Markt für Wirtschaftsprüfung und Beratung ein. PwC unterstützt Kunden aus allen Sektoren, um ihnen zu ermöglichen, ihre Ziele zu erreichen – dank unseres weltweiten Netzwerks sind die Möglichkeiten grenzenlos. PwC berät Konzerne und familiengeführte Unternehmen, Industrie- und Dienstleistungsunternehmen, Global Player und lokale Helden, den öffentlichen Sektor, Verbände und NGOs. Weil sie sich auf uns verlassen können, sind wir das führende Wirtschaftsprüfungs- und Beratungsunternehmen in Deutschland. Und weil mehr als 13.000 Spezialisten mit rund 600 Partnern an 21 Standorten in Deutschland täglich daran arbeiten, dass dieses Vertrauen gerechtfertigt ist. Die von PwC für seine Kunden erbrachten Dienstleistungen verteilen sich auf drei Bereiche: Wirtschaftsprüfung und prüfungsnahe Dienstleistungen (Assurance), Steuer- und Rechtsberatung (Tax & Legal) sowie Deals und Beratung (Advisory). Die Experten in den jeweiligen Bereichen arbeiten zusammen, um eine umfassende und langfristige Unterstützung der Kunden zu ermöglichen – wobei wir natürlich strikt die gesetzlichen Anforderungen einhalten, wenn wir einem Unternehmen Beratungs- sowie Prüfungsleistungen erbringen. Unsere Arbeit wäre ohne Integrität, Objektivität und eine professionelle Herangehensweise undenkbar. Was können unsere Kunden sonst noch von PwC erwarten? Lösungen, die auf modernen Theorien und Methoden basieren und sich gleichzeitig in der Praxis bewährt haben. Jahrzehntelange Erfahrung. Umfassendes Branchenwissen und Expertise. Qualität in jeder Hinsicht – und Unterstützung sowie professionelle Dienstleistungen über alle Grenzen hinweg. Denn PwC Deutschland ist ein unabhängiges Mitglied des globalen PwC-Netzwerks und kann auf die Unterstützung von mehr als 327.000 Menschen in 152 Ländern weltweit zugreifen. Dies bedeutet, dass wir Unternehmen nicht nur in allen Phasen ihrer Entwicklung, sondern auch an allen Standorten unterstützen.

**Average Rating:** 4.2/5.0

**Total Reviews:** 38

#### Who Is the Company Behind PwC?

- **Verkäufer:** [PwC](https://www.g2.com/de/sellers/pwc)
- **Gründungsjahr:** 1998
- **Hauptsitz:** United Kingdom
- **Twitter:** @PwC  
203,971 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **unvergleichliche Expertise** von PwC und gewinnen Einblicke von Branchenexperten aus verschiedenen Bereichen.
- Benutzer schätzen die **unvergleichliche Exposition** und Interaktion mit globalen Branchenexperten bei PwC, was ihre berufliche Entwicklung fördert.
- Benutzer schätzen die **globale Zusammenarbeit** bei PwC und gewinnen durch die Interaktion mit verschiedenen Branchenexperten unvergleichliche Einblicke.
- Benutzer schätzen die **unübertroffene technische Expertise** bei PwC und gewinnen wertvolle Einblicke von globalen Branchenexperten.

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

**["Tolles Unternehmen zum Arbeiten, die Menschen und die Kultur sind nett."](https://www.g2.com/de/survey_responses/pwc-review-10369195)**

**Rating:** 5.0/5.0 stars

_— Verifizierter Benutzer in Computer- und Netzwerksicherheit_

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

**["PwC als D365 F&O Implementierungspartner"](https://www.g2.com/de/survey_responses/pwc-review-10231978)**

**Rating:** 5.0/5.0 stars

_— Malav S._

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

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

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

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

One of the world's leading professional services organizations, helps companies across the globe to identify and capitalize on business opportunities.

**Average Rating:** 4.1/5.0

**Total Reviews:** 20

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

- **Seller:** [Ernst & Young (E&Y)](https://www.g2.com/sellers/ernst-young-e-y)
- **Year Founded:** 1989
- **HQ Location:** London
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["Advisory and Implementation"](https://www.g2.com/survey_responses/ernst-young-review-11769267)**

**Rating:** 4.0/5.0 stars

_— Verified User in Consulting_

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

**["Good company to work with for rich experience"](https://www.g2.com/survey_responses/ernst-young-review-10658599)**

**Rating:** 4.5/5.0 stars

_— Aavinashh L._

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

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

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

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

Zeni ist eine KI-Buchhaltungssoftware, die von einem engagierten Finanzteam unterstützt wird. Mit einer umfassenden Suite von Finanzwerkzeugen und -dienstleistungen können Sie Automatisierung nutzen, um 70 Stunden pro Monat zu sparen und die Genauigkeit Ihrer Finanzoperationen zu erhöhen. Was Zeni macht: - KI-Agenten für Buchhaltung & Abstimmung - Sofortige Übersicht über Cashflow & Burn - Automatisierte Rechnungszahlung, Rechnungsstellung & Ausgabenkontrollen - Aufsicht durch ein engagiertes Finanzteam - Multi-Entity + Multi-Währungs-Buchhaltung Kein Warten auf Monatsabschlüsse. Kein Hin und Her mit Tabellenkalkulationen. Einfach immer aktuelle Finanzen. Die Auswirkungen: Teams gewinnen Zeit zurück, eliminieren manuelle Fehler und führen ihr Geschäft mit Echtzeit-Finanzintelligenz.

**Average Rating:** 4.5/5.0

**Total Reviews:** 82

#### Who Is the Company Behind Zeni?

- **Verkäufer:** [Zeni](https://www.g2.com/de/sellers/zeni)
- **Unternehmenswebsite:** www.zeni.ai
- **Gründungsjahr:** 2019
- **Hauptsitz:** Palo Alto, US
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computersoftware, Informationstechnologie und Dienstleistungen
- **Company Size:** 87% Small, 7% Medium

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

**["Vereinfachte Buchhaltung mit Zeni"](https://www.g2.com/de/survey_responses/zeni-review-9071254)**

**Rating:** 5.0/5.0 stars

_— Verifizierter Benutzer in Freizeit, Reisen & Tourismus_

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

**["Genau das, was wir für ein nuanciertes Abrechnungsmodell brauchten"](https://www.g2.com/de/survey_responses/zeni-review-12388826)**

**Rating:** 5.0/5.0 stars

_— Breann C._

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

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

Fiserv ist ein weltweit führendes Unternehmen für Technologielösungen im Finanzdienstleistungsbereich, das Kunden dabei unterstützt, Geld mit Leichtigkeit, Geschwindigkeit und Bequemlichkeit zu bewegen und zu verwalten.

**Average Rating:** 4.3/5.0

**Total Reviews:** 14

#### Who Is the Company Behind Fiserv?

- **Verkäufer:** [Fiserv](https://www.g2.com/de/sellers/fiserv)
- **Gründungsjahr:** 1984
- **Hauptsitz:** Milwaukee, US
- **Twitter:** @Fiserv  
26,459 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®
- **Eigentum:** BMV:FISV

#### Who Uses This Product?

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

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

**["Effizienz und Standardisierung."](https://www.g2.com/de/survey_responses/fiserv-review-7161668)**

**Rating:** 4.0/5.0 stars

_— karina f._

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

**["Elektronische Zahlungen leicht gemacht"](https://www.g2.com/de/survey_responses/fiserv-review-3478692)**

**Rating:** 4.0/5.0 stars

_— Kunigunde P._

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

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

Goldman Sachs ist eine führende globale Investmentbank, Wertpapier- und Vermögensverwaltungsfirma, die eine breite Palette von Finanzdienstleistungen für eine umfangreiche und diversifizierte Kundenbasis anbietet, darunter Unternehmen, Finanzinstitute, Regierungen und vermögende Privatpersonen. Gegründet im Jahr 1869, hat das Unternehmen seinen Hauptsitz in New York City und betreibt Büros in wichtigen Finanzzentren weltweit. Goldman Sachs ist bekannt für seine Expertise in den Bereichen Investmentbanking, Handel, Vermögensverwaltung und Wealth Management und liefert seinen Kunden kontinuierlich innovative Finanzlösungen und strategische Beratung. Hauptmerkmale und Funktionalitäten: - Investmentbanking: Bietet umfassende Beratungsdienste zu Fusionen und Übernahmen, Veräußerungen, Unternehmensverteidigungsaktivitäten, Restrukturierungen und Abspaltungen. Das Unternehmen bietet auch Emissionsdienstleistungen für Schuldtitel- und Aktienemissionen an und unterstützt Kunden bei der Kapitalbeschaffung über öffentliche und private Märkte. - Globale Märkte: Erleichtert Handels- und Market-Making-Aktivitäten über verschiedene Anlageklassen hinweg, einschließlich Aktien, festverzinsliche Wertpapiere, Währungen und Rohstoffe. Goldman Sachs bietet institutionellen Kunden Liquiditäts- und Risikomanagementlösungen und nutzt dabei sein umfangreiches globales Netzwerk und tiefgehende Marktkenntnisse. - Vermögensverwaltung: Verwalten von Vermögenswerten über ein breites Spektrum, einschließlich Aktien, festverzinsliche Wertpapiere, Hedgefonds, Private Equity, Immobilien und Infrastruktur. Das Unternehmen bietet maßgeschneiderte Anlagelösungen und Beratungsdienste für institutionelle und private Anleger an, um unterschiedliche finanzielle Ziele zu erreichen. - Wealth Management: Bietet personalisierte Finanzplanung, Anlageberatung und Private-Banking-Dienstleistungen für vermögende Privatpersonen, Family Offices und Stiftungen. Goldman Sachs nutzt seine globalen Ressourcen und Expertise, um Kunden zu helfen, ihr Vermögen langfristig zu erhalten und zu vermehren. - Plattformlösungen: Bietet innovative Finanzprodukte und -dienstleistungen, einschließlich digitaler Bankplattformen wie Marcus by Goldman Sachs, die Privatkredite, Sparkonten und andere Finanzprodukte für Verbraucher anbieten. Das Unternehmen arbeitet auch mit großen Marken zusammen, um Finanzprodukte in deren Ökosysteme zu integrieren und das Kundenerlebnis zu verbessern. Primärer Wert und bereitgestellte Lösungen: Goldman Sachs bietet seinen Kunden erheblichen Mehrwert, indem es maßgeschneiderte Finanzberatung, Kapitalbeschaffung und Risikomanagementlösungen anbietet, die auf ihre individuellen Bedürfnisse zugeschnitten sind. Das tiefe Marktverständnis, die globale Reichweite und das Engagement für Exzellenz des Unternehmens ermöglichen es den Kunden, komplexe Finanzlandschaften zu navigieren, Wachstumschancen zu nutzen und ihre strategischen Ziele zu erreichen. Durch das Angebot eines umfassenden Dienstleistungsspektrums in den Bereichen Investmentbanking, Handel, Vermögensverwaltung und Wealth Management adressiert Goldman Sachs die vielfältigen finanziellen Herausforderungen seiner Kunden, fördert langfristige Partnerschaften und treibt nachhaltigen Erfolg voran.

**Average Rating:** 4.1/5.0

**Total Reviews:** 11

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

- **Verkäufer:** [Goldman Sachs](https://www.g2.com/de/sellers/goldman-sachs)
- **Gründungsjahr:** 2006
- **Hauptsitz:** Atlanta
- **Twitter:** @GoldmanSachs  
1,141,696 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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)  
1,077 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

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

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

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

**Rating:** 4.5/5.0 stars

_— Neha M._

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

**["Zuverlässiger Finanzpartner"](https://www.g2.com/de/survey_responses/goldman-sachs-review-11794674)**

**Rating:** 4.0/5.0 stars

_— Dev Saran S._

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

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

We offer broad management consulting skills including technology enablement.

**Average Rating:** 4.2/5.0

**Total Reviews:** 22

#### Who Is the Company Behind KPMG?

- **Seller:** [KPMG](https://www.g2.com/sellers/kpmg-e2874d4d-01ea-4fab-aa80-7344e39b9d73)
- **HQ Location:** New York
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["KPMG - Right Choice"](https://www.g2.com/survey_responses/kpmg-review-8605228)**

**Rating:** 4.0/5.0 stars

_— Verified User in Consulting_

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

**["The greatest financial service"](https://www.g2.com/survey_responses/kpmg-review-7640920)**

**Rating:** 5.0/5.0 stars

_— John M._

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

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

Die Auszeichnung als Sage Intacct Partner des Jahres zum 11. Mal in Folge ist ein Beweis für Baker Tillys unerschütterliches Engagement, ihren Kunden zu helfen, ihre Unternehmen zu revolutionieren. Ein vertrauenswürdiger Partner, 5 wesentliche Vorteile: - Vereinfachter und schneller Kaufprozess - Über 2000 erfolgreiche Sage Intacct Implementierungen - Ausgezeichnete Customer Success und Support Teams mit einem NPS von 85 - Das stärkste Entwicklungsteam der Branche, das Lösungen für die letzte Meile schafft - Unterstützt durch die Stärke und Tiefe von Baker Tilly, einer führenden Beratungs-, Steuer- und Prüfungsfirma unter den Top 10 Treiben Sie Ihre Organisation mit den cloudbasierten Finanzlösungen von Baker Tilly voran. Unsere Lösungen sind auf Geschwindigkeit, Flexibilität und Skalierbarkeit ausgelegt und rationalisieren Buchhaltungsprozesse, damit Sie sich auf die Strategie konzentrieren können. Wir sind auf die Zusammenarbeit mit wachsenden Unternehmen spezialisiert und sorgen für maßgeschneiderte Lösungen für erhebliches Wachstum. Mit über 2.000 erfolgreichen Implementierungen und einem beeindruckenden NPS von 85 bieten wir außergewöhnliche Kundenerfahrungen. Unsere innovativen Verbesserungen, Integrationen und Analysen, die in Sage Intacct integriert sind, befähigen Ihre Organisation, nachhaltiges Wachstum zu erreichen. Die Implementierung und Unterstützung von Baker Tilly auf Weltklasseniveau helfen Ihnen, Ihre Investition zu maximieren und Ihr Geschäft voranzutreiben.

**Average Rating:** 4.7/5.0

**Total Reviews:** 119

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

- **Verkäufer:** [Baker Tilly](https://www.g2.com/de/sellers/baker-tilly)
- **Unternehmenswebsite:** www.bakertilly.com
- **Gründungsjahr:** 1931
- **Hauptsitz:** Chicago, IL
- **Twitter:** @bakertillyus  
2,526 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, Finanzvorstand
- **Top Industries:** Non-Profit-Organisationsmanagement, Religiöse Institutionen
- **Company Size:** 68% Medium, 27% Small

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

**["Schnelles, effizientes Support-Team bei Baker Tilly"](https://www.g2.com/de/survey_responses/baker-tilly-review-13138581)**

**Rating:** 4.0/5.0 stars

_— Verifizierter Benutzer in Bauwesen_

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

**["Kenntnisreicher Implementierungsspezialist, der unsere Branche wirklich versteht"](https://www.g2.com/de/survey_responses/baker-tilly-review-12477985)**

**Rating:** 5.0/5.0 stars

_— Taci D._

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

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

- [Wofür wird AcctTwo verwendet?](https://www.g2.com/de/discussions/what-is-accttwo-used-for)

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

Paro ist eine Wachstumsplattform, die eine Experten-Talent-Community und Unternehmen zusammenbringt, um unmittelbare Herausforderungen zu bewältigen und einen Plan für langfristigen Erfolg zu entwerfen. Angetrieben von proprietärer KI-Technologie und tiefgreifender Branchenexpertise, verbindet Paro Unternehmen mit dem am besten geeigneten Experten und der Lösung, um Probleme zu lösen und Wachstum voranzutreiben. Unsere Elite-Community von Finanz- und Buchhaltungsexperten bietet Kunden eine Vielzahl von Dienstleistungen, von Buchhaltung und Rechnungswesen bis hin zu hochspezialisierter Unternehmensentwicklung und strategischer Beratung. Durch die Nutzung der Kraft von Menschen und Technologie befähigt Paro Unternehmen und Fachleute, sinnvolle Arbeit zu verfolgen und über ihre kühnsten Ziele hinauszugehen.

**Average Rating:** 3.7/5.0

**Total Reviews:** 13

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

- **Verkäufer:** [Paro.ai](https://www.g2.com/de/sellers/paro-ai)
- **Gründungsjahr:** 2015
- **Hauptsitz:** Chicago, IL
- **Twitter:** @Paro\_GoBeyond  
3,793 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

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

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

**["Künstliche Intelligenz basierte Lösung für alle Finanzbedürfnisse"](https://www.g2.com/de/survey_responses/paro-ai-review-8812298)**

**Rating:** 5.0/5.0 stars

_— Verifizierter Benutzer in Informationstechnologie und Dienstleistungen_

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

**["Paro zur Rettung!"](https://www.g2.com/de/survey_responses/paro-ai-review-8793382)**

**Rating:** 4.0/5.0 stars

_— Hridyapal B._

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

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

Wolters Kluwer bietet eine umfassende Suite von Finanzlösungen, die darauf ausgelegt sind, die Effizienz zu steigern, die Einhaltung von Vorschriften zu gewährleisten und fundierte Entscheidungsfindungen für Finanzinstitute zu fördern. Ihre Produkte integrieren fortschrittliche Technologien mit tiefem Branchenwissen, um die komplexen Herausforderungen zu bewältigen, denen sich Finanzfachleute gegenübersehen. Hauptmerkmale und Funktionalität: - OneSumX für Finanzen, Risiko und regulatorisches Reporting: Eine integrierte Plattform, die ein einheitliches Datenmodell, ein Buchhaltungszentrum und ein Finanzberichterstattungssystem bietet. Sie unterstützt die Konsolidierung mehrerer Einheiten und mehrerer GAAP, um eine genaue und rechtzeitige Einhaltung der Vorschriften zu gewährleisten. - CASH Suite: Eine Multi-Modul-Lösung, die die Prozesse der kommerziellen Kreditvergabe rationalisiert, einschließlich Finanzanalyse, Risikomanagement, Preisgestaltung, Kreditkommunikation und Portfoliomanagement. - Expere: Ein zentrales Compliance-System, das die Dokumentenerstellung über verschiedene Geschäftsbereiche hinweg automatisiert und so Konsistenz und Genauigkeit in der Compliance-Dokumentation sicherstellt. - eOriginal eAsset® Management: Ein elektronisches Asset-Management-System, das die sichere Erstellung, Verwaltung und Monetarisierung digitaler Kreditaktiva ermöglicht und die Einhaltung von Vorschriften und die rechtliche Durchsetzbarkeit während des gesamten Kreditlebenszyklus sicherstellt. Primärer Wert und bereitgestellte Lösungen: Die Finanzlösungen von Wolters Kluwer befähigen Institutionen, die Komplexität der regulatorischen Compliance, des Risikomanagements und der Finanzberichterstattung zu navigieren. Durch die Integration fortschrittlicher Technologien mit Expertenwissen verbessern diese Lösungen die betriebliche Effizienz, reduzieren Compliance-Risiken und liefern umsetzbare Daten für strategische Entscheidungen. Finanzinstitute profitieren von optimierten Prozessen, verbesserter Genauigkeit und der Fähigkeit, sich an sich entwickelnde regulatorische Landschaften anzupassen, was letztendlich das Unternehmenswachstum und die Stabilität fördert.

**Average Rating:** 3.0/5.0

**Total Reviews:** 14

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

- **Verkäufer:** [Wolters Kluwer](https://www.g2.com/de/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Gründungsjahr:** 1987
- **Hauptsitz:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®
- **Eigentum:** AMS:WKL

#### Who Uses This Product?

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

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

**["Gutes Werkzeug für Kartierungsanalyse"](https://www.g2.com/de/survey_responses/wolters-kluwer-review-3454105)**

**Rating:** 4.0/5.0 stars

_— Verifizierter Benutzer in Bankwesen_

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

**["Das absolut Beste"](https://www.g2.com/de/survey_responses/wolters-kluwer-review-3355032)**

**Rating:** 5.0/5.0 stars

_— Stefano D._

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

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

Strategische Marketingagentur, die daran arbeitet, Ihr Unternehmen zum Erfolg zu führen. Wir sind auf die Entwicklung von Marketingstrategien spezialisiert und erreichen Exzellenz in der Umsetzung.

**Average Rating:** 4.8/5.0

**Total Reviews:** 15

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

- **Verkäufer:** [Healy Consultants](https://www.g2.com/de/sellers/healy-consultants)
- **Gründungsjahr:** 2003
- **Hauptsitz:** Singapore, Singapore
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

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

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

**["Ausgezeichnetes Unternehmen, um Geschäfte zu machen."](https://www.g2.com/de/survey_responses/healy-consultants-review-5260939)**

**Rating:** 5.0/5.0 stars

_— Emma M._

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

**["Geschäftsgründung und Eröffnung eines Bankkontos"](https://www.g2.com/de/survey_responses/healy-consultants-review-4161231)**

**Rating:** 5.0/5.0 stars

_— Lotar B._

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

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

- [Wofür wird Healy Consultants verwendet?](https://www.g2.com/de/discussions/what-is-healy-consultants-used-for)

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

AlixPartners ist ein Unternehmen, das Geschäfts- und Finanzberatungsdienste anbietet, einschließlich Effizienz der Betriebsabläufe, Umsatzoptimierung, Kostenmanagement, Margenerweiterung und Unternehmensumwandlungsberatungsdienste.

**Average Rating:** 4.3/5.0

**Total Reviews:** 4

#### Who Is the Company Behind AlixPartners?

- **Verkäufer:** [AlixPartners](https://www.g2.com/de/sellers/alixpartners)
- **Hauptsitz:** New York, New York, United States
- **Twitter:** @AlixPartnersLLP  
4,392 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

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

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

**["Turnaround-Accounting-Berater"](https://www.g2.com/de/survey_responses/alixpartners-review-3466422)**

**Rating:** 4.0/5.0 stars

_— Tomodeo G._

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

**["AlixPartners Bewertung"](https://www.g2.com/de/survey_responses/alixpartners-review-935864)**

**Rating:** 4.0/5.0 stars

_— Paul K._

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

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

Ampere, eine All-in-One-Neobank, die es Geschäftsinhabern ermöglicht, alle wesentlichen finanziellen Geschäftsoperationen an einem Ort zu verwalten. Ampere ermöglicht es Unternehmen: - Zahlungen per Karten und Banküberweisungen zu akzeptieren - Sofortige Zahlungen über SWIFT oder SEPA sowie Kartenzahlungen zu tätigen - Automatische Umwandlung von Geldern in beliebte Währungen - Rechnungen an Kunden mit seinem Smart Invoicing System zu erstellen und zu versenden - Mobiltelefon als Terminal zu nutzen - Sofortige Kredite mit niedrigem Zinssatz zu erhalten - Acquiring-Dienstleistungen zu nutzen - Geschäftskonten und Steuern zu verwalten

**Average Rating:** 4.9/5.0

**Total Reviews:** 4

#### Who Is the Company Behind Ampere?

- **Verkäufer:** [Ampere](https://www.g2.com/de/sellers/ampere)
- **Gründungsjahr:** 2022
- **Hauptsitz:** West End, GB
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Schnelle und einfache Überweisungen in GBP und EUR"](https://www.g2.com/de/survey_responses/ampere-review-7442888)**

**Rating:** 4.5/5.0 stars

_— Zofia W._

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

**["Ampere - eine unverzichtbare Banking-App für IT-Unternehmer"](https://www.g2.com/de/survey_responses/ampere-review-7310996)**

**Rating:** 5.0/5.0 stars

_— Maciej W._

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

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

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### 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)