Accounting Firm

Dougherty Financial Consultants, Inc.

Small US firm combining insurance, tax, payroll and accounting services for small businesses and individuals

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Dougherty Financial Consultants, Inc. cover

TrustList summary

Dougherty Financial Consultants, Inc. brings insurance, accounting, tax and financial planning under one roof for small businesses and private clients who lack the time or staff to manage these themselves. Its team has a background at a Big Eight accounting firm, and clients deal with a single contact for their financial affairs.

Services

Insurance quotes and cover: business owners' policies, umbrella policies and homeowners' cover.
Tax planning and preparation: returns and planning for businesses and individuals.
Payroll and accounting: ongoing bookkeeping and payroll for small firms.
Financial planning: advice for personal finances, including guidance for new graduates.

Who it works with

Small businesses and individuals; one long-standing client describes support through self-employment, property sales, rental property and moves between states.

Key facts

Background: Big Eight accounting experience
Clients since: some served since the 90s
Resources: articles on insurance terms, water damage cover and retirement plan changes

Summary written by TrustList from the business's own published information, Sep 2026.

Categories & features

Dougherty Financial Consultants, Inc. rankings

Dougherty Financial Consultants, Inc. is ranked on 1 TrustList ranking at #2.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Dougherty Financial Consultants, Inc. has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 1 ranking

#2of 7
Quotes
It is the only one of the 7 here listing water and one of 7 here listing insurance.
Its profile: “- Insurance quotes and cover: business owners' policies, umbrella policies and homeowners' cover.”
Of the 7 here, 11 also cover tax and 8 also cover accounting.
Behind Boulevard Management, ahead of DPS Accounting.

As of 2026-11-15. Organic ranks only; sponsored placements are never ranks. How TrustList ranks