Your Financial Consultant helped us streamline our budgeting process, saving us over 15 hours a month. Their insights into efficient financial management were invaluable to our team's success.COO of a Services Company
As a small business owner, I felt overwhelmed by financial decisions. With Your Financial Consultant's guidance, I increased my revenue by 25% in the last year, which made a significant difference for my family and my future.Owner of a restaurant
The personalized approach and expertise offered by Your Financial Consultant truly stand out. Their efficient close process to a 40% improvement in my gross margins over the past year. I feel much more confident navigating the financial future of my companyCFO, Sheet Metal Stamping Company
We were struggling with cash flow issues and did not know where to begin. Your Financial Consultant’s strategic recommendations allowed us to enhance our cash flow management by 30%, enabling us to invest in new opportunities.CEO, Floor Coating Company
As a nonprofit organization, managing finances can be particularly challenging. Your Financial Consultant provided us with the tools and guidance we needed, resulting in a 50% increase in funding allocation for our programs after just one year.Director, Non Profit Organization
Transparent Pricing for Expert Financial Consulting Services
Choose the right financial plan tailored to meet your needs.
Basic Consultation
Free30 minute session
Ideal for businesses seeking specific financial advice or a one-time consultation.
- One-on-one financial consultation
- Budgeting and personal finance overview
- Initial strategy discussion
- Clear action plan for next steps
Controller/Bookkeeping Services
$500*per month
Our most popular package, designed for ongoing guidance in financial management and investment.
- Basic Bookkeeping
- Monthly close, check-ins and updates
- Standardized PnL
- Margin Analysis
- * starting cost
Enterprise Financial Management
$1500*per month
Tailored for businesses needing comprehensive financial oversight and strategic planning.
- Dedicated close process with reconcilation
- Three statement analysis
- Budgets and Forcasts
- Inventory
- Payroll
- Big Data Analytics
- *starting cost
Trusted Financial Consulting Services for Individuals and Businesses
Partner with Experienced Advisors for Clear Financial Strategies
What are financial consulting services?
Financial consulting services are a lot more than CPA services and/or filing annual taxes. Our goal is to help you achieve your financial objectives through personalized strategies and reliable support.
How can a personal finance consultant help me?
It all starts with closing the books on a very regular basis ( weekly or monthly at a minimum). Once the books are reconciled and we have developed the rigor to establish you numbers are right, we then move on to strategies to grow your business
What should I expect during a financial consultation?
During a financial consultation, we will assess your current financial standing, discuss your goals, and develop a strategic plan to help you make informed decisions. The process is collaborative, ensuring that you feel comfortable and understood at all times.
Why should I choose your financial consulting services?
At Your Financial Consultant, we combine industry expertise with a personal approach. Our experience ranges from small businesses doing accounting in Quickbooks to medium sized PE owned firms to large companies. We can deal with all kinds of complexity
How do you charge for your financial consulting services?
Our fees for financial consulting services vary based on the complexity of your needs and the scope of the engagement. We are dedicated to transparency, ensuring you have a clear understanding of the costs before proceeding.
Connect with Your Financial Consultant
We're here to help you navigate your financial journey with expertise and care.
Email: srijitsengupta@yahoo.com
Schedule Your Free Financial Consultation Today
Take the first step towards a secure financial future. Join us for a no-commitment, 30-minute consultation to explore tailored strategies that fit your needs.