Welcome to Finovate
A Consulting Partner That Works Hand in Hand With Your Business With You, Not Just for You
At Finovate, we’re not just consultants, we are committed to being your partners on your growth and transformation path. Our goal is simple: Assist ambitious businesses grow effectively, make sound data-driven decisions, and achieve tangible changes.
Welcome to Finovate
A Consulting Partner That Works Hand in Hand With Your Business With You, Not Just for You
At Finovate, we’re not just consultants, we are committed to being your partners on your growth and transformation path. Our goal is simple: Assist ambitious businesses grow effectively, make sound data-driven decisions, and achieve tangible changes.
Powering Your
Business Finances
Invest Today, Thrive
Tomorrow
Why Your Business Needs Us?
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
We don’t drown you in jargon or fancy models you’ll never use. We take the time to understand what’s actually going on in your business and then work with you to figure out the best way forward.
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
We don’t drown you in jargon or fancy models you’ll never use. We take the time to understand what’s actually going on in your business and then work with you to figure out the best way forward.
What Matters To Us?
Here’s what guides our work every day
We Know Our Stuff
This includes business models, technological trends, and market movement – all that could positively or negatively impact your business.
We Work Together
We don’t just hand you reports and walk away. We partner with you to find tangible solutions that work effectively for your business.
We Trust Data
(And Common Sense)
Data and research matter. But sometimes, it’s also about asking the right questions and using business judgment.
We Focus on
Action
Ideas are great, but results are better. We help you turn insights into real steps your team can take.
What We Do
Services That Solve Real Problems
Our services cover different areas, but they all focus on one thing: helping you make practical decisions and get better results.
Consulting: We consult on solving minor hiccups and major hurdles.
Audit & Assurance
To ensure your reported finances are sturdy, transparent, and compliant.
Risk & Financial Advisory
Identifying risk early, better managing cash, and other financial decisions for your business.
AI & Analytics
Converting messy data into simple, actionable data with ultra-modern analytical and artificial intelligence tools.
M&A & Restructuring
Expert advice on such crucial business changes as mergers and acquisitions and organisational restructuring.
Tax Services
Practical tax advice and compliance support that fits your business.
One Example
For H&N in the healthcare sector, we handled a Salesforce integration that delivered 1.6 times the expected results within the first year.
Who We Work With – A Mix of Industries
We don’t limit ourselves to one field. Over the years, we’ve worked with clients in areas and Each industry has its quirks. We take the time to understand them before jumping to conclusions.
Insights That Matter – Not Just Whitepapers
We like sharing what we learn. Sometimes that means publishing articles about trends like:
- How regional banks can scale and stay competitive
- What’s happening in the private equity healthcare market in 2024
- Our goal? To share ideas that help business leaders make smarter choices.
Results We’re Proud Of
We could throw numbers at you all day, but here’s the short version:
- Over 600 clients served
- $5 billion saved for clients every year
More than 90% of our work comes from repeat clients or referrals
Rebecca Roy, CEO of H&N, summed it up best:
“We wouldn’t have gotten to where we are today without Finovate. They didn’t just analyse our processes—they worked with us to fix the bottlenecks we had.”
(Also, full honesty: The line about “80% of the Global Ski” seems off. Let us know if you want us to clarify or edit that.)
Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
We Champion the Bold to Achieve the Extraordinary
Strategic Interventions that Transform our Clients' Business
Trajectory
Deep expertise
With the technologies, business models and ecosystems of every client’s market
Collaborative approach
A hands-on, collaborative approach to developing solutions for long-term success
Philosophy of evidence
Data-driven insights tackling core issues through analysis and research
The know-how
Turning insights into impactful action by overcoming strategic barriers
Our Experience Spans Every Industry and Challenge
- Investments
- Finances & Economy
Our Latest Insights
Proprietary data, expert analysis and bold thinking for leaders who want to achieve the extraordinary.
Questions Frequently Asked By Our Clients
Common questions on financial planning and investing
Where is Finovate based, and do you serve US clients?
Finovate is headquartered in New Delhi, India, but we specialize in providing accounting, tax, audit, and financial advisory services to businesses in the United States. Our team is trained in US GAAP, IRS compliance, and state-specific tax laws to ensure accuracy and reliability.
Is outsourcing my accounting to India safe and reliable?
Yes. We follow strict data security protocols, NDAs, and GDPR-compliant practices to protect your sensitive financial information. Our systems use secure cloud platforms like QuickBooks, NetSuite, and Xero, ensuring transparency and confidentiality.
What accounting and financial services do you provide?
- Bookkeeping & Accounting Outsourcing
- Tax Planning & Compliance (IRS & state-level)
- Audit & Assurance
- Risk & Financial Advisory
- CFO Advisory & Business Strategy
- AI & Analytics-driven financial insights
How do time zones work when partnering with Finovate?
Our India-based teams are flexible and align working hours to suit US time zones. This ensures real-time communication, faster turnaround, and seamless collaboration with your in-house team.
How much can my business save by outsourcing to Finovate?
On average, US businesses working with us save 40–60% in accounting costs compared to maintaining a full in-house team, without compromising on quality or compliance.