You might hire a financial consultant to:

  • Assess your company’s financial status
  • Build and help implement financial strategies

  • Analyze your company’s internal information for financial risk
  • Provide relevant financial and investment advice to help meet your company’s business goals
Required skills and qualifications Preferred skills and qualifications
Proven experience in finance, economics, or accounting
Experience with and knowledge of accounting software like QuickBooks or NetSuite
Strong understanding of wealth management
Certified Financial Planner (CFP) license or similar credential
Business development skills
Strong communication and interpersonal skills
Analytical and problem-solving abilities 
Knowledge of fintech and financial software programs
Great knowledge of financial products and fiscal policies
Understanding of stocks and investment practices