Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed50 - 249Omaha, NE
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See all 1 projectsbiBERK Business Insurance provides insurance services that support businesses through challenging times. The company has been praised for its positive impact, reportedly increasing sales by 30%, and is recognized for its alignment with client values and budget-friendly pricing. Clients note effective communication and express satisfaction with no areas needing improvement.
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UndisclosedUndisclosed2 - 9Logan, WV
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See all 1 projectsVallet Tax provides comprehensive accounting services, including bookkeeping, payroll management, and tax preparation. Clients consistently praise the firm for its efficiency and reliability, particularly noting the timely handling of payroll and tax documents. The company is highly recommended for its professional approach and excellent communication.
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UndisclosedUndisclosed2 - 9Highland, IL
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See all 1 projectsWellen Tax provides comprehensive accounting services, including payroll management, and is recognized for its timely and reliable service. A client from the restaurant and hospitality sector noted that Wellen Tax efficiently processes payroll bi-monthly, with no areas for improvement identified. The company's geographical proximity was a deciding factor in their selection.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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See all 1 projectsRoyal Insurance Agency, Inc. offers services in finding suitable insurance providers and delivering competitive quotes for businesses. The reviews indicate satisfaction with their ability to present excellent options, resulting in the selection of an insurance provider. Communication through in-person meetings and phone calls is effective, and no areas for improvement were noted in the feedback.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsSafeBooks LLC specializes in payroll and collection services and is noted for its timely and accurate business practices, according to client reviews. The company is appreciated for its efficient communication methods and alignment with client values, reinforcing its credibility and reliability in the field of accounting services.
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UndisclosedUndisclosed1,000 - 9,999
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See all 1 projectsCommunity Bank, N.A. provides comprehensive financial services, including payroll management, bookkeeping, and tax preparation. Clients consistently praise their efficient processing and reliable communication, noting the bank's ability to meet specific financial needs effectively. The professional services offered by Community Bank, N.A. are highly recommended by users for their dependability and expertise.
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UndisclosedUndisclosed10 - 49Plano, TX
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See all 1 projectsThe Insurance City offers a range of services including the creation of new offices, community engagement, and customer support, leading to increased account creations and online impressions. Overall feedback highlights their effective contributions to business growth, though there is a minor suggestion for increasing worker support.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsTax-Ability Tax Services offers comprehensive tax advisory and legal compliance services tailored to prevent lawsuits and ensure smooth operations. Reviews highlight the company's effectiveness in minimizing legal challenges, their alignment with client values, and the ease of communication via multiple channels, including in-person and virtual meetings. Overall, clients express satisfaction with the results delivered by Tax-Ability Tax Services.
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
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See all 1 projectsEPIC Insurance Brokers & Consultants offers comprehensive benefits administration services, including strategic partnership, tactical task management, and benefit expertise through policy and plan reviews. The reviews highlight the company's excellent collaboration with internal teams, seamless processes, and world-class customer support, with no areas for improvement noted, making them a valuable partner for digital transformation organizations.
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UndisclosedUndisclosed2 - 9Centralia, IL
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See all 1 projectsHoyt Advisors PC offers services in payroll processing, financial reporting, and handling IRS disputes. The reviews highlight their professionalism and dedication, with clients noting timely and meaningful deliverables like payroll reports. Clients appreciate the value for cost and commend their commitment to going the extra mile, making them a reliable partner for accounting needs.
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UndisclosedUndisclosed2 - 9Fort Worth, TX
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See all 1 projectsClarity Financial Group offers comprehensive accounting services, including tax compliance, payroll management, and handling receivables. Clients appreciate their consistent communication and value for money, highlighting their effectiveness in keeping businesses on track. The firm's expertise in financial operations and their responsive approach to issues are repeatedly praised in reviews.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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See all 1 projectsACAPULCO provides comprehensive accounting services, including bookkeeping, financial reporting, and tax preparation, tailored to ensure regulatory compliance and maintain business status. Client reviews highlight the company's alignment with client values, effective communication, and the ability to deliver good value. ACAPULCO's services facilitate the successful submission of required paperwork to appropriate agencies.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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See all 1 projectsBedel Financial Consulting offers comprehensive financial assistance, delivering stable and efficient services that have led to increased customer acquisition for their clients. The overall feedback highlights their effective and efficient partnership, with clients praising their positive reputation, suitable pricing, and proximity, while expressing no areas for improvement.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsMcBane Insurance and Financial Services offers insurance solutions tailored to clients' needs, focusing on providing comprehensive coverage at competitive prices. The reviews highlight their ability to assess and recommend suitable insurance options, resulting in fully covered businesses. Clients appreciate their value for cost and effective communication, with no areas for improvement noted.
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UndisclosedUndisclosed10 - 49Needham, MA
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See all 1 projectsArmstrong Advisory Group Inc. offers a range of services, including financial planning, portfolio management, and advisory services. Clients appreciate their comprehensive approach to financial management and report successful outcomes, such as improved client performance and meeting satisfaction objectives. The company is noted for being a good cultural fit and having positive reviews and ratings.
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UndisclosedUndisclosed2 - 9Dallas, TX
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See all 1 projectsE4U Solutions LLC specializes in Tax Preparation, Financial Reporting, and monthly financial reviews for businesses across multiple jurisdictions. Reviews highlight their professionalism, effective communication, and alignment with client values, noting significant progress in documentation and tax filings. Clients appreciate their cost-effective services and consistent results, with no immediate areas for improvement identified.
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UndisclosedUndisclosed50 - 249Ridgefield, CT
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See all 1 projectsReynolds + Rowella offers CPA services with a focus on Tax Preparation and Financial Reporting for companies. The reviews highlight their expertise in managing complex tax situations, ensuring timely and accurate filings, and their ability to secure tax savings. Clients value their availability, communication, and the high-quality service provided, though they note the firm's services are relatively expensive.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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See all 1 projectsEllis Insurance & Financial Group provides comprehensive wealth management services, including financial reporting and bookkeeping. The company has received positive reviews for aligning well with client values and improving business outcomes, evidenced by client retention and better business performance. Communication is facilitated through various channels, ensuring efficient collaboration.
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UndisclosedUndisclosed2 - 9Saginaw, MI
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See all 1 projectsScioli & Associates, P.C. specializes in providing representation and payroll services. Reviews indicate that clients appreciate their thorough understanding of client needs, friendly consultants, and effective communication methods, including in-person and virtual meetings. The overall feedback emphasizes successful partnerships and clients' satisfaction with the services provided, despite some concerns about pricing.
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UndisclosedUndisclosed10 - 49Celina, OH
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See all 1 projectsAult Henderson & Lewis CPAs provide services including Tax Preparation and bookkeeping. Reviews highlight their reliability in handling taxes effectively, with clients noting they have never faced audits. The firm is appreciated for its strong communication through in-person meetings, phone calls, and emails, though some feedback suggests that services could be more cost-effective.
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UndisclosedUndisclosed10 - 49Totowa, NJ
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See all 1 projectsISU - Hanson & Ryan Inc. provides comprehensive insurance advisory services tailored to the needs of small and medium-sized businesses. Client reviews highlight their commitment to aligning with company values and providing proactive support for growth. Overall, customers appreciate their responsive communication and ability to secure optimal coverage.
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UndisclosedUndisclosed1,000 - 9,999Apache Junction, AZ
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See all 1 projectsMountain America Credit Union offers a range of financial services, focusing on helping clients achieve their financial goals and dreams. Overall feedback indicates a strong emphasis on customer satisfaction without aggressive sales tactics, though one area for improvement is prioritizing clients' needs over financial gains.
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UndisclosedUndisclosed10 - 49Lenexa, KS
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See all 1 projectsAinsworth Accounting and Tax Firm specializes in tax preparation, exemplifying professionalism and efficiency in their services. Their reviews highlight successful tax preparation and assistance with understanding estimated quarterly payments, emphasizing good value and exceptional service. This suggests a reliable partnership for managing financial aspects, particularly for business owners facing complexities.
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UndisclosedUndisclosed10 - 49Carrollton, GA
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See all 1 projectsGrillo and Associates offers comprehensive accounting services, including financial planning, bookkeeping, and tax preparation. The overall feedback indicates a high level of client satisfaction, particularly highlighting the company's effective resource allocation and financial planning expertise, resulting in measurable sales growth for their clients.
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UndisclosedUndisclosed10 - 49Nashville, TN
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See all 1 projectsSnyder Insurance specializes in providing comprehensive benefits packages, including health, vision, and dental insurance, to businesses. Reviews highlight their ability to secure competitive rates and present information in a clear, accessible format. Overall, clients appreciate their thorough annual research and effective communication, though there is a suggestion to proactively offer additional insurance options.
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UndisclosedUndisclosed10 - 49Troy, MI
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See all 1 projectsAmerican Insurance Advisors, LLC specializes in sourcing affordable general liability and workers' compensation insurance for businesses. Reviews indicate that clients are highly satisfied with the excellent service and competitive pricing obtained through their annual insurance searches. Clients appreciate the strong relationships with insurance providers facilitated by the firm.
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UndisclosedUndisclosed2 - 9Stone Ridge, VA
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See all 1 projectsSmart Business Services offers risk assessment and strategic options consulting for e-commerce and B2B goods providers. The reviews highlight their comprehensive industry knowledge, personalized service, and effective communication. Clients appreciate the peace of mind provided by their thorough risk analysis, with no notable areas for improvement mentioned.
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UndisclosedUndisclosed2 - 9Dawsonville, GA
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See all 1 projectsDawson Insurance provides services including protection against lawsuits and insurance for theft. Reviews indicate that the company is chosen for its alignment with client values and cost-effectiveness, although there is a suggestion for improved communication. Overall, Dawson Insurance is appreciated for its cultural fit and value.
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UndisclosedUndisclosed2 - 9Madison, WI
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See all 1 projectsCentral Wealth Management offers specialized financial services including portfolio analysis, tailored investment recommendations, and comprehensive financial planning. The reviews highlight their strong performance, secure partnerships, and customized solutions aligning with individual goals and risk tolerance. Feedback emphasizes effective communication and consistent quarterly reporting, indicating a reliable and professional service.
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UndisclosedUndisclosed50 - 249Stevenson Ranch, CA
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See all 1 projectsRon Young Insurance offers comprehensive insurance solutions to ensure compliance and adequate protection for businesses, providing excellent value for cost. Reviews highlight their responsive communication and alignment with client values, without any noted areas for improvement.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsHardy Reed, LLC offers comprehensive accounting services including bookkeeping, financial analysis, and tax preparation. Client reviews highlight the company's effectiveness in increasing revenue and reducing expenses, with strong feedback on their value for cost and seamless communication through various channels. Overall, Hardy Reed, LLC is highly regarded for its professionalism and impactful financial management solutions.
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UndisclosedUndisclosed2 - 9Rockville, MD
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See all 1 projectsLawrence M. Raigrodski, CPA provides comprehensive services including tax liability minimization, corporate charter creation, investment portfolio management, and support for Federal Government contracts. Reviews indicate successful tax reductions and effective portfolio deployment, with clients noting excellent communication and no complaints about their service.
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UndisclosedUndisclosed2 - 9Roanoke, VA
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See all 1 projectsHawk Advisers, Inc offers comprehensive insurance solutions, including auto, workers' compensation, and liability coverage, tailored to maximize coverage at minimal cost. Reviews highlight their ability to reduce premiums and implement effective loss control programs, with clients appreciating their alignment with company values and budget-friendly pricing.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsMorison Cogen LLP specializes in Tax Preparation, Audit Services, and Financial Reporting. The overall feedback highlights their effective handling of audits, leading to successful outcomes with no fines or back taxes, and praises their value for cost. Clients appreciate their accessible communication through in-person meetings, phone calls, and email.
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UndisclosedUndisclosed2 - 9Lake Mary, FL
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See all 1 projectsGulfstream Financial offers services including bookkeeping, financial reporting, tax preparation, and financial analysis. The reviews highlight Gulfstream Financial's ability to maintain quality while adhering to budget constraints, which is appreciated by clients. Communication is effective through in-person meetings, phone calls, and emails, with clients expressing satisfaction and no areas for improvement noted.
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UndisclosedUndisclosed2 - 9Adrian, MI
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See all 1 projectsDonna Baker & Associates offers services in bookkeeping and tax preparation, delivering accurate accounting solutions for their clients. Reviews highlight their reliable support, particularly during financial crises, and commend their alignment with client values. Their professional approach and effective communication methods, including in-person meetings and emails, contribute to high customer satisfaction and trust.
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UndisclosedUndisclosed10 - 49San Diego, CA
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See all 1 projectsBack Office Support Solutions offers comprehensive services such as bookkeeping, financial reporting, tax preparation, and financial analysis. Reviews highlight the company's ability to enhance workflow efficiency and provide high-quality support at competitive rates. Clients value their professional approach and seamless communication, noting increased productivity and alignment with company values.
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UndisclosedUndisclosed2 - 9Snellville, GA
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See all 1 projectsEC TAX specializes in comprehensive accounting services, including bookkeeping, tax preparation, and payroll management. Review feedback indicates high levels of trust and satisfaction, with clients appreciating their reliability and successful outcomes, such as resolving IRS issues. Key strengths include personalized service and good value for cost.
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UndisclosedUndisclosed10 - 49Berwick, ME
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See all 1 projectsSpence & Mathews Insurance provides comprehensive insurance services, including annual coverage assessments and provider changes. Client feedback highlights satisfaction with consistently competitive rates over long-term engagements. The overall theme underscores effective communication and a reliable partnership, with a specific focus on maintaining cost-efficiency despite inflation.
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UndisclosedUndisclosed10 - 49Costa Mesa, CA
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See all 1 projectsCheck Capital Management offers services in financial analysis, investment strategy, and financial planning. Reviews highlight the company's effectiveness in managing market volatility and significantly improving client portfolios. Clients appreciate their strong track record, strategic planning, and alignment with company values, making them a reliable partner for financial growth.
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UndisclosedUndisclosed50 - 249Fishkill, NY
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See all 1 projectsEmery & Webb Insurance specializes in comprehensive insurance services, advising on policies for key executives, property, auto, life, and general liability. Reviews highlight the firm’s ability to secure cost-effective, high-quality insurance solutions, leading to improved employee benefits and retention, and significant savings on various insurance policies. The overall feedback is highly positive, with no suggestions for improvement.
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UndisclosedUndisclosed2 - 9Towson, MD
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See all 1 projectsJB Financial Services offers a range of services including Bookkeeping, Tax Preparation, and Financial Analysis. The overall feedback from reviews highlights their commitment to delivering services that align with client goals, resulting in successful partnerships. Clients particularly appreciate the value for cost, positive reviews, and effective communication through various channels.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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See all 1 projectsAKA Taxes offers services including tax preparation, financial reporting, and bookkeeping, focusing on timely and efficient handling of annual taxes and estimated payments. Feedback highlights their expertise and quick communication, though there is a minor suggestion for earlier tax filing. The company comes highly recommended through referrals, demonstrating reliability and professionalism in their service delivery.
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UndisclosedUndisclosed250 - 999Glen Allen, VA
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See all 1 projectsBankers Insurance LLC offers comprehensive insurance brokerage services, including policy evaluation and competitive quoting. Reviews reflect high satisfaction with their cost-effective solutions and improved coverage. The company is praised for its knowledgeable and responsive team, contributing to successful partnerships and enhanced client outcomes.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
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See all 1 projectsFocalPoint offers comprehensive financial services including bookkeeping, financial reporting, and financial analysis. The overall feedback from reviews indicates that clients appreciate their support in economic growth and value their alignment with company values, budget-friendly pricing, and positive culture fit.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsJK Virtual Bookkeeping offers essential bookkeeping services, including accounts receivable, accounts payable, and financial reporting. Their clients appreciate the timely delivery of end-of-month statements and the company's budget-friendly pricing. Overall, the feedback indicates reliable service and efficient communication, making them a suitable choice for organizations seeking dependable financial management support.
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UndisclosedUndisclosed10 - 49Enterprise, AL
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See all 1 projectsBrunson Wilkerson Bowden & Associates P.C. offers services in tax preparation, bookkeeping, and financial reporting. Clients appreciate their ability to lower overhead costs and provide successful outcomes. The firm's positive reviews, strategic geographic location, and budget-friendly pricing are appealing, although some suggest room for improvement in pricing.
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UndisclosedUndisclosed2 - 9Sebring, FL
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See all 1 projectsGerard & Associates PA CPA's offers bookkeeping, tax preparation, and financial reporting services. Reviews indicate satisfaction with their ability to ensure balanced books and timely tax payments, highlighting effective communication and reliable financial management. Their services have led to positive financial outcomes for clients.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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See all 1 projectsW.A. Gregory & Associates CPA offers services such as Tax Preparation, Financial Reporting, and support for small businesses. Clients appreciate their expertise, especially in areas like PPP and loan assistance during the pandemic, and value their strong communication and cultural fit. They are highly recommended for their specialized focus on small business needs.
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UndisclosedUndisclosed10 - 49Rockland, MA
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See all 1 projectsBA, Inc. offers comprehensive services including payroll, expense report management, and bookkeeping. Feedback from clients highlights efficient financial reporting and seamless communication via phone and email. The overall sentiment suggests BA, Inc. is a reliable partner for financial operational tasks.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.6/40.017.8/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
33/40.017.8/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.