Company lists · Data refreshed September 2026
Top 25 Accounting firm strategic planning consultants based in Boca Raton, United States
RevenueBase identified 76 accounting firm strategic planning consultants headquartered in Boca Raton, United States as of September 2026 and tracks 380 professional contacts across them, including 126 with verified work emails. Across the United States, New York is the largest hub for this category (689 companies); Boca Raton has 76.
This list covers accounting firm strategic planning consultants headquartered in Boca Raton, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest accounting firm strategic planning consultants based in Boca Raton, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 54 contacts → | ||||
Partial evidence “LerroSarbey, PLLC, a full-service accounting firm located in Boca Raton and Fort Lauderdale, Florida.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 43 contacts → | ||||
Partial evidence “Daszkal Bolton LLP is a leading accounting and advisory services firm with offices throughout South Florida.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Partial evidence “SF & P Advisors is a trusted partner to residential and commercial contractors, offering valuation, accounting, research, and financial analysis services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Partial evidence “Exclusive solutions for Accounting & Finance for a diverse range of industries.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Partial evidence “Accounting, Tax & Advisory” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Partial evidence “My CPA Advisory and Accounting Partners is a full-service Accounting and Business Advisory firm licensed in FL with an office in Boca Raton.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “My Franchise CPAs was established with your franchise in mind.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “We strive to be proactive and provide timely information and feedback to clients to assist in all important business decisions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Partial evidence “Ratafia & Co, CPAs, founded in 1993, is a boutique tax, accounting and business consulting firm that specializes in helping entrepreneurs succeed.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “ShermanSamuels is a consulting firm.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “As a full-service firm specializing in Tax, Audit, Investment Banking, and Business Advisory/M&A, we partner with management teams of mid- to small-sized companies to help them…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “Catalyst Tax and Consulting LLC is a Public Accounting Firm located in South Florida and the Dallas-Fort Worth area that specializes in Tax and Business consulting.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance for financial and business needs.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “Integritat Audit, Accounting & Advisory, LLC (dba Integritat CPA) is a trusted accounting, audit, and advisory firm dedicated to building accountability, trust, and sustainable…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “Kammerer and Company, CPA is a full service tax, accounting and business consulting firm located in Boca Raton, FL.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “At Osher CPA’s, we help business owners, investors, and high-income earners take control of their finances and achieve their goals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Indirect evidence “Game 7 Business Consulting collaborates with organizations of all sizes and types to enhance their performance.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “The Gudaitis CPA Firm PLLC is a full-service accounting firm serving all of South Florida from our offices in Boca Raton.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “Hardworking and determined group.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “We help startups, restaurants, and other SMBs with tailored strategies, advanced technology, and expert guidance to optimize your financial processes, propelling sustainable…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “At thegallengroup, our vision is to have a meaningful impact on the lives and businesses of our clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Sky Rocket Global Consulting Group, with offices in Boca Raton and Tampa, Florida, specializes in disruptive sales and marketing strategies that generate sustainable, profitable…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Corporate Finance Advisory and Consulting Services including Interim CFO and related roles to support Finance teams through transactions, projects and temporary gaps in bandwidth…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm strategic planning consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names accounting firm strategic planning consultants.
- Partial evidence
- Its own public description names part of accounting firm strategic planning consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting firm strategic planning consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 76 accounting firm strategic planning consultants based in Boca Raton, United States
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Accounting firm strategic planning consultants based in Boca Raton, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 76 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting firm strategic planning consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Boca Raton, United States whose own description of what they do matches “accounting firm strategic planning consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting firm strategic planning consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among accounting firm strategic planning consultants, and records with no verified work email. Companies headquartered outside Boca Raton are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 126 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Accounting firm strategic planning consultants by metro in the United States
- Accounting firm strategic planning consultants in New York689
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- Accounting firm strategic planning consultants in Atlanta375
- Accounting firm strategic planning consultants in Los Angeles310
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- Accounting firm strategic planning consultants in San Francisco174
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- Accounting firm strategic planning consultants in San Diego168
- Accounting firm strategic planning consultants in Boston151
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Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting firm strategic planning consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many accounting firm strategic planning consultants are there based in Boca Raton, United States?
RevenueBase identified 76 accounting firm strategic planning consultants headquartered in Boca Raton, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Lerrosarbey, Pllc, headquartered in Boca Raton, tops this list with the largest team on record.
Which city in the United States has the most accounting firm strategic planning consultants?
New York leads the United States with 689 headquartered companies, followed by Houston (399) and Chicago (383). Boca Raton has 76.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 126 verified decision-maker contacts tracked across these 76 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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