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Accounting Firms for Consulting Firms & Independent Consultants for Due Diligence

Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!

Featured Accountants

Good Operator - Accounting, Finance, Tax, & Fractional CFO | Advisory Services, Bookkeeping, Fractional CFO Services
Good Operator - Accounting, Finance, Tax, & Fractional CFO
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23 Client Reviews

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"Chase was kind, clear, and went out of his way to support even though we resolved I could handle things on my own without a third party. Would definitely refer him to other entrepreneurs and will reach out again later down the line :)"
Steady Co - Accounting, Tax & Fractional CFO | Advisory Services, Bookkeeping, Payroll Services
Steady Co - Accounting, Tax & Fractional CFO
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13 Client Reviews

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"Everything has been easy, professional, and straight forward."
YOLO Numbers | Advisory Services, Bookkeeping, Mergers and Acquisitions
YOLO Numbers
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4 Client Reviews

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"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"

Accountants

Good Operator - Accounting, Finance, Tax, & Fractional CFO | Advisory Services, Bookkeeping, Fractional CFO Services
Good Operator - Accounting, Finance, Tax, & Fractional CFO
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23 Client Reviews

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"Chase was kind, clear, and went out of his way to support even though we resolved I could handle things on my own without a third party. Would definitely refer him to other entrepreneurs and will reach out again later down the line :)"
Iota Finance | Advisory Services, Bookkeeping, Forensic Accounting
Iota Finance
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12 Client Reviews

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"Great! They are fast and responsive. They get the work done."
Steady Co - Accounting, Tax & Fractional CFO | Advisory Services, Bookkeeping, Payroll Services
Steady Co - Accounting, Tax & Fractional CFO
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13 Client Reviews

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"Everything has been easy, professional, and straight forward."
YOLO Numbers | Advisory Services, Bookkeeping, Mergers and Acquisitions
YOLO Numbers
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4 Client Reviews

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"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
CPA on Fire - Concierge Tax Strategy & Advisory | Bookkeeping, Mergers and Acquisitions, Tax Preparation
CPA on Fire - Concierge Tax Strategy & Advisory
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4 Client Reviews

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"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
Anchor | Advisory Services, Bookkeeping, Fractional CFO Services
Anchor
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3 Client Reviews

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"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
Anomaly CPA | Advisory Services, Bookkeeping, Mergers and Acquisitions
Anomaly CPA
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2 Client Reviews

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"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE.   Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".  
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Purewater Financial | Advisory Services, Bookkeeping, Payroll Services
Purewater Financial
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1 Client Reviews

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"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
Conscious Accounting | Advisory Services, Bookkeeping, Budgeting & Forecasting
Conscious Accounting
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1 Client Reviews

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"Nicole and her team have been with us throughout our growing pains, always available to help us solve our unique challenges. They regularly keep us updated on changes, updates or new tax codes. They are always quick to respond to any of our questions and have not failed to give us great advice and guidance."
Revel CPA | Accounts Payable/Receivable, Advisory Services, Business Formation
Revel CPA
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1 Client Reviews

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"I couldn't recommend Revel more highly. The entire team is knowledgeable, communicative, and professional in every interaction. I recently had a tax matter that was difficult to resolve and Martin, the CEO, personally stepped in to help and ensure it got solved. Don't hesitate in bringing Revel on as your advisors."
Showing 1 - 10 of 11 results

FrequentlyAsked Questions

What is a consulting accountant?

A consulting accountant helps businesses interpret financial data, analyze profitability, forecast cash flow, and make strategic decisions. They often act as both accountant and advisor.

How much do CPAs charge for consulting?

Fees typically range from $150 to $450 per hour for standard services, and can exceed $1,000 per hour for complex work like financial strategy, audit prep, or tax planning.

Do I need a CPA for consulting?

Not always. While CPAs offer credibility and tax expertise, many consultants benefit from working with accountants who understand their business model—even if they aren’t licensed CPAs.

What certifications are useful for accounting consultants?

In addition to CPA, other valuable credentials include CMA, MBA, and PMP—especially if your work overlaps with business management, finance, or operations.

Should I hire an accountant for my consulting firm?

Yes—especially if you're earning over $80K/year, paying contractors, or juggling multiple clients. An accountant can help reduce your tax bill, improve forecasting, and ensure compliance.

Consulting Accounting: What You Need to Know

Consulting accounting involves much more than bookkeeping—it’s about using financial data to drive smarter decisions. Whether you're an independent consultant, a fractional advisor, or running a firm with contractors, you need accurate forecasting, cash flow insight, and profitability analysis. Specialized accountants help with project-based billing, estimated taxes, entity structure (LLC vs. S-Corp), and business expense classification. They also advise on pricing strategy, performance tracking, and what your margins are actually telling you.

Not sure who’s right for your consulting business? Answer a few quick questions, and we’ll introduce you to someone who fits.

Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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