Financial Consulting

Automating basic financial functions can save your company time and money and free your employees from tedious rote tasks. Toptal finance expert Miklos Lukacs explains how building a simple Python bot can streamline your business.

Python has taken the financial programming world by storm, and demand for finance experts who can use it is soaring. Here, a Toptal finance professional and Python expert shows beginners how to build a loan payment cash flow model with Python.

Building up a pipeline of work as a finance consultant requires a portfolio approach to the various inbound and outbound options for lead generation.

Having the right look has always been important in finance. As dress codes are relaxing and the gamut of careers are expanding, what should one wear? From Allbirds to Patagucci, a style guide for financial services.

Impactful applications of IoT are certain to emerge in the near future. We explore how finance professionals should think of the value it can generate for their business by creating a thought framework.

Using the 2016 Wells Fargo Banking Scandal as an example, this article dissects the situation according to the principles of the three classic ethical theorists: Plato, Kant, and Mill. It then offers some suggestions on how to improve ethics in business.

Consultants often struggle to find new, solid clients. We asked Steve Blank, the founder of the Lean Startup movement (and someone who has helped hundreds of companies get a better product to market faster and worked with dozens of consultants along the way) how consultants can attract clients. Steve's advice is a bit counter-intuitive. But it's something that Toptal's best consultants have already been doing for years.

Fewer than 3% of applicants make it through Toptal Finance’s rigorous screening process. How do the best of the best become such effective financial consultants? We sat down with one of Toptal’s most on-demand financial consultants, Jeffrey Fidelman, who shared his proprietary methods for ensuring success for his clients and how he has grown his own business exponentially.

Advisory boards are undoubtedly controversial. While many articles sing their praises, others condemn them as mere headshots in pitch decks. The truth is that advisory boards are usually not silver bullets. Still, they can be powerful tools and yield strong ROI—if executed properly. This article includes an overview of advisory boards, their economics, when they can and should be used, and a step-by-step guide to building one.