Read More" /> ß

News & Events

Master the Art of Accounting and Finance Consulting

BY: admin | May 17, 2019


If you are a senior-level accounting or finance professional seeking a flexible schedule and the ability to work on a variety of challenging assignments, then working as a consultant may be for you. Companies need highly skilled accounting and finance consultants on an interim basis to address a range of business challenges. With a high level of experience and a loaded skill set, you may be a top candidate to work as an accounting or finance consultant.


Accounting Consulting Skills

As an accounting consultant, your objective is to provide clients with services that help them analyze financial information so they can make business decisions. To work as an accounting consultant, you need a bachelor’s degree in accounting or finance and a Certified Public Accountant or Certified Management Accountant designation. Additional designations, such as a Certified Information Systems Auditor, Chartered Global Management Accountant or Certified Internal Auditor are preferred. As an accounting consultant, you analyze financial documents, offer advice to increase profitability, predict future costs and revenues, and ensure compliance with financial regulations. You also prepare and file financial reports and documents, conduct tax research and find ways to improve financial reporting processes.


Finance Consulting Skills

As a finance consultant, your objective is to help clients accomplish financial goals by assessing their financial situation, developing and presenting financial strategies and plans, and monitoring changes in financial status. To work as a financial consultant, you need a bachelor’s degree in finance. A Master of Business Administration or graduate degree in a related discipline is preferred. As a finance consultant, you begin by gathering client information about investments, asset allocation, and tax planning to asses their financial situation. Then, you evaluate the client’s risk tolerance, help establish financial goals and develop financial strategies to attain those goals. Next, you explain the proposed financial plans and options, including advantages and risks of each, answer questions, relive concerns and gain client commitment to carry out the plans. Then, you analyze financial plan results, create and evaluate new financial strategies, and recommend changes in their goals. Throughout the process, you prepare financial status analyses and reports to show the client where they are financially, where they want to be and whether they are on track to get there.


Fill Your Accounting and Finance Consulting Needs With Marco & Associates

As Chicago’s leading accounting and finance recruiting and consulting boutique, Marco & Associates connects organizations ranging in size from small startups and not-for-profits to large, publicly traded corporations with professional accounting and finance experts. Talk to us today about your consulting needs.