Rise Consulting Group

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Small financial advising & planning company Rise Consulting Group, is located in. The team specializes in financial advising & planning.

Client Insights

Industry Expertise

This provider has not added their industry expertise.

Client Size Distribution

This provider has not added their client sizes.

Common Project Size

<$10K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

Rise Consulting Group was engaged by Step2health, a health and wellness company, to manage their accounting and bookkeeping needs. The scope of their work included inventory tracking, bank account reconciliation, transaction reviews, and some financial planning. The team at Rise Consulting Group, comprised of an account manager, a manager, and the owner, worked closely with the client's CFO who reviewed and approved the reports. The partnership, which started in May 2022, is ongoing and has seen an investment of around $10,000 by the client. The client found Rise Consulting Group through a referral and has been satisfied with their services.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0