Top Financial Services Firms in California
4,180 Companies
15 Leaders 15 Contenders
List of the Top California Financial Services Companies
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$10,000+< $25 / hr250 - 999Overland Park, KS
Services provided
20% Customer Service Outsourcing20% HR Outsourcing15% Back Office Outsourcing +3 services15% Call Center Services15% Finance & Accounting Outsourcing (FAO)15% Sales Outsourcing1840 & Company offers services such as bookkeeping, financial reporting, and accounting support. The reviews indicate a high level of satisfaction with the company's ability to source skilled professionals who deliver timely and efficient results. Clients appreciate the clear communication, global market access, and structured project management that facilitates business growth and enhances operational efficiency.
Great teamAccommodating4.0 out of 5.0 rating for costUnderstands the needs of their clients -
$25,000+$200 - $300 / hr10 - 49Bee Cave, TX
Services provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingCSTMR offers comprehensive digital marketing services including SEO, content development, advertising campaigns, and website development. Reviews across Clutch.co highlight CSTMR's effectiveness in enhancing brand awareness, optimizing ad performance, and providing strategic marketing consultation. Clients commend CSTMR for their excellent project management, domain expertise, and commitment to understanding and aligning with client needs, making them a reliable and innovative marketing partner.
AccessibleCreativeProactiveResults-oriented -
$25,000+Undisclosed250 - 999Sydney, Australia
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)Talent Formula offers specialized accounting services including bookkeeping, financial analysis, and financial reporting. Their reviews highlight exceptional talent sourcing, efficient recruitment processes, and a strong cultural fit with clients, leading to sustained business growth. Clients particularly commend Talent Formula for their ability to adapt to changing requirements and maintain transparent communication.
5.0 out of 5.0 rating for costExceeds expectationsEfficientAccommodating -
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Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance Consultingindinero provides a comprehensive suite of accounting services, including bookkeeping, tax preparation, financial reporting, audit services, financial analysis, and part-time CFO support. The reviews consistently highlight the firm's professionalism, responsiveness, and expertise in managing complex financial tasks, resulting in accurate and timely financial data. Clients appreciate indinero's ability to customize services to align with business needs and their proactive approach to ensuring compliance and financial clarity.
Well-organized projectsCommunicativeReviewed 1 time in the past 6 monthsCustomized support -
$1,000+Undisclosed10 - 49West Hollywood, CA
Services provided
30% Accounting35% Back Office Outsourcing35% Finance & Accounting Outsourcing (FAO)Basis 365 Accounting offers specialized services in bookkeeping, financial reporting, CFO services, invoicing, payroll management, and tax preparation. Overall feedback from clients highlights their strong communication, responsiveness, and ability to streamline accounting processes through advanced technology. Clients appreciate their professionalism, accuracy, and the added value they bring to financial management, making Basis 365 Accounting a reliable partner for ongoing accounting needs.
Puts the customer first4.9 out of 5.0 rating for costHigh-quality workProfessional -
Undisclosed$200 - $300 / hr10 - 49San Francisco, CA
Services provided
85% Accounting15% Tax LawGeorge Dimov, CPA provides a comprehensive range of accounting services, including bookkeeping, tax preparation, financial reporting, and strategic financial advice. The reviews highlight their expertise, professionalism, attention to detail, and proactive approach, with clients appreciating their ability to identify tax savings and improve financial processes. However, one review noted a lack of attention to detail leading to an error.
ProfessionalTimelyHelpfulKnowledgeable -
Undisclosed< $25 / hr250 - 999Los Angeles, CA
Services provided
40% Accounting30% Finance & Accounting Outsourcing (FAO)20% Tax Law +1 service10% ERP Consulting and SIMeru Accounting provides a range of accounting services including bookkeeping, tax preparation, and financial reporting. Customer reviews on Clutch.co reveal mixed feedback; while some clients appreciate their professionalism and timely responses, others criticize their unreliability and lack of communication. Themes of financial discrepancies, unmet commitments, and occasional project success are prevalent in their client feedback.
Unique expertiseWell-organized projectsCompleted projects in 7 countriesPersonable -
$1,000+$50 - $99 / hr10 - 49San Francisco, CA
Services provided
80% Business Valuation Services10% Financial Advising & Planning10% Funding & InvestmentEqvista provides valuation services, including 409A valuations and equity valuation assessments, often used for financial audits and compliance with regulations. The reviews highlight their swift, professional service delivery and responsive communication, with most clients praising their timely execution and good value for cost. While generally positive, one review noted issues with data input accuracy.
Great project management4.9 out of 5.0 rating for costProactiveFlexible -
$1,000+$300+ / hr2 - 9Huntington Beach, CA
Services provided
40% Accounting60% Tax LawYorktown Main LLC is a Tax Law company. They are in Huntington Beach, California and have small team of experts. Their services include Tax Law and Accounting.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
Services provided
90% Accounting10% HR ConsultingEscalon Services, Inc. offers comprehensive accounting services including bookkeeping, financial reporting, tax preparation, and CFO advisory. Feedback highlights their professionalism and efficiency in streamlining finances and ensuring timely filings, though some concerns about communication and project management were noted. Their personalized approach and reasonable pricing are particularly valued.
4.5 out of 5.0 rating for costReasonable pricingTimelyProfessional -
UndisclosedUndisclosed10 - 49Tustin, CA
Services provided
100% AccountingSmartBean® Bookkeeping offers comprehensive services including bookkeeping, financial reporting, tax preparation, and audit services. Reviewers consistently praise the company for its exceptional communication, professionalism, and responsiveness. Clients appreciate the team's efficiency, ease of collaboration, and their ability to provide peace of mind by maintaining accurate and up-to-date financial records.
Completed projects in 8 citiesTrustworthyExperiencedWell-organized projects -
$5,000+Undisclosed50 - 249San Diego, CA
Services provided
80% Accounting20% Financial Advising & PlanningTGG Accounting offers comprehensive accounting services, including bookkeeping, financial reporting, financial analysis, and CFO-level advisory. Clients praise TGG Accounting for their strategic advice, exceptional financial report creation, and seamless integration with internal teams. Reviews consistently highlight the firm's cost-effectiveness, superior communication, and ability to simplify complex financial processes, making them a valuable partner for businesses.
Easy to work withExceptional performance5.0 out of 5.0 rating for costHigh-quality work -
$1,000+Undisclosed2 - 9San Francisco, CA
Services provided
50% Accounting25% Business Consulting15% Cloud Consulting & SI +1 service10% Financial ConsultingMATAX offers comprehensive accounting services including bookkeeping, financial reporting, and tax preparation. The overall feedback from reviews emphasizes their exceptional training capabilities, particularly with accounting software like Xero, and their proficiency in simplifying complex financial processes. Clients commend MATAX for their excellent project management skills and solution-oriented approach.
Knowledgeable5.0 out of 5.0 rating for costUnderstands the needs of their clientsGreat project management -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Services provided
50% Accounting40% Business Consulting10% Financial ConsultingA Bigger Bottom Line, LLC. offers services including bookkeeping, financial reporting, and software integration. Reviews highlight their forward-thinking approach and effective use of technology, which has significantly streamlined clients' processes. Clients commend their detailed, committed, and communicative project management, noting the company's ability to provide more value than expected.
5.0 out of 5.0 rating for costCommunicativePatient1 review mentions Accounting -
$5,000+$150 - $199 / hr10 - 49San Diego, CA
Services provided
15% Accounting30% Fractional CFO Services20% Business Consulting +6 services10% Finance & Accounting Outsourcing (FAO)5% Back Office Outsourcing5% Financial Consulting5% HR Consulting5% HR Outsourcing5% Recruitment Process OutsourcingCFO Hub provides a range of accounting and financial services, including CFO leadership, bookkeeping, financial reporting, and tax preparation. Reviews highlight the company's expertise in financial strategy and their ability to deliver timely and accurate financial solutions. Clients consistently praise the professionalism, responsiveness, and strategic insights offered by CFO Hub, emphasizing their role in enhancing financial clarity and operational efficiency.
Timely4.8 out of 5.0 rating for costCustomized supportVery responsive -
$1,000+$200 - $300 / hr2 - 9Irvine, CA
Services provided
90% Accounting10% Business ConsultingBharmal & Associates, Inc. provides comprehensive accounting services, including bookkeeping, CPA, financial reporting, tax preparation, and CFO services. Reviews highlight their responsiveness, expertise, and personalized approach, with clients appreciating their ethical advice and methodical processes. They are praised for their effective communication and ability to handle complex tax and financial issues, contributing positively to client outcomes.
4.7 out of 5.0 rating for costTrustworthyCommunicativeCompleted projects in 3 cities -
$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
100% AccountingSFBay Financial provides comprehensive accounting services, including bookkeeping, tax preparation, and specialist CPA advice. Clients have praised their effective project management, timely communication, and outstanding staff support, highlighting the firm's efficiency and ability to navigate complex financial situations. Overall, SFBay Financial has received positive feedback for its reliability and impactful financial solutions.
Great project managementReasonable pricingCompleted projects in 2 countriesEfficient -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingWestside Financial offers a range of accounting services, including bookkeeping, tax preparation, financial reporting, and CFO services. Feedback highlights the firm's expertise in handling complex accounting processes, tax compliance across multiple states and countries, and providing accurate financial reports. Clients appreciate the CPA's continuous pursuit of knowledge and the significant positive impact on their businesses.
High-quality workUnderstands the needs of their clients5.0 out of 5.0 rating for costKnowledgeable -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
15% Accounting20% ERP Consulting and SI15% IT Strategy Consulting +6 services10% Back Office Outsourcing10% Business Consulting10% Commercial Financing10% Funding & Investment5% HR Consulting5% RecruitingVargasAndrews offers services in CRM refinement, CFO hiring, digital and business transformation, recruitment, strategy on mergers and acquisitions, and EOS implementation. The overall feedback highlights VargasAndrews' responsiveness, thoroughness, and deep involvement in client business operations, although some improvement in workflow speed and clarity during recruiting processes is noted.
Open to feedbackKnowledgeableCustomized supportHigh-quality work -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)RTA Group, LLC provides an array of financial services including bookkeeping, financial forecasting, and CFO-level guidance. The reviews highlight their expertise in financial analysis and personalized approach, which includes regular meetings and tailored solutions. Clients commend their professionalism, effective communication, and the value-added by their forecasting services.
Team playersCommunicative5.0 out of 5.0 rating for cost1 review mentions Accounting -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
60% Accounting20% Business Consulting10% Finance & Accounting Outsourcing (FAO) +1 service10% Financial ConsultingLalea & Black provides expert financial strategy, bookkeeping, and accounting services, including tax planning and preparation. Reviews consistently highlight their high-quality service, seamless workflow, and effective financial advice, noting the firm's personalized care and substantial impact on client profitability. Clients particularly appreciate the friendly and professional relationship with Daniel and his team.
Exceptional performanceHigh-quality work5.0 out of 5.0 rating for costWell-organized projects -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
70% Insurance Services & Brokers30% HR ConsultingNew City Insurance provides health benefits, vision, and dental services. Their clients appreciate their low costs, responsive service, and ability to present multiple alternatives tailored to employee needs. Overall, feedback highlights their impressive response time and effective collaboration, with no noted areas for improvement.
5.0 out of 5.0 rating for cost -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Services provided
100% AccountingPrime Accounting Solutions offers a range of services including bookkeeping, tax preparation, and financial reporting. Reviews highlight the firm's efficiency, attentiveness, and strong customer relationships, particularly praising their guidance during complex situations like COVID-19. Prime Accounting Solutions demonstrates a commitment to addressing client needs comprehensively and proactively.
5.0 out of 5.0 rating for costHelpfulEfficient1 review mentions Accounting -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Services provided
100% AccountingRockwell Capital Group offers comprehensive accounting services including bookkeeping, tax preparation, financial reporting, and financial analysis. Client reviews highlight their effective project management, timely communication, and ability to simplify complex financial tasks. Rockwell Capital Group is praised for their transparency, personalized service, and strong client relationships, making them a reliable partner for businesses in need of accounting support.
TransparentGreat project managementUnderstands the needs of their clientsTimely -
UndisclosedUndisclosed50 - 249San Francisco, CA
Services provided
85% Accounting15% Fractional CFO ServicesPilot offers a range of accounting services, including bookkeeping, tax preparation, and CFO services. Across various reviews on Clutch.co, clients consistently highlight Pilot's efficient project management, timely delivery, and responsive communication. The company's digital platform and high-quality service are frequently praised, making it a reliable choice for businesses seeking organized and accessible financial solutions.
Easy to work withTimelyProactiveCommunicative -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingHK Associates, Certified Public Accountants, offers services such as tax preparation, bookkeeping, and financial reporting. According to reviews, clients highlight the firm's expertise, particularly with complex tax issues, and commend their effective communication and professional knowledge. Overall, clients have had positive experiences with HK Associates, Certified Public Accountants, emphasizing smooth processes and strong client support.
Communicative5.0 out of 5.0 rating for costUnique expertise1 review mentions Accounting -
Undisclosed$200 - $300 / hr2 - 9Irvine, CA
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingTehrani & Velez, LLP offers comprehensive accounting services including bookkeeping, tax preparation, and financial reporting. The reviews highlight their reliable, timely filing of taxes, personalized service, and effective project management. Clients appreciate their tailored advice and the accessibility of their staff, making them a trusted partner for long-term financial management.
Helpful5.0 out of 5.0 rating for costTimelyCustomized support -
Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Services provided
100% AccountingMagnolia 313 Accounting Services offers comprehensive bookkeeping and tax preparation services, including financial and tax guidance. The reviews highlight Carolyn's meticulous and proactive approach, her expertise in QuickBooks, and her ability to rectify past accounting errors, resulting in significant time and cost savings for clients. Overall, clients commend her for exceptional organization and responsiveness.
5.0 out of 5.0 rating for costEasy to work withDetail-orientedWell-organized projects -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Services provided
50% Accounting50% Financial Advising & PlanningBEAN COUNTER provides comprehensive accounting and bookkeeping services, including expertise in specific tax laws such as California's cannabis, inheritance, and federal taxes. Clients consistently commend the firm for their cost-saving measures, timely financial reporting, and strong communication skills, though some suggest expanding their staff for improved service.
5.0 out of 5.0 rating for costTrustworthyReasonable pricingCommunicative -
Undisclosed< $25 / hr10 - 49San Francisco, CA
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Accountaxpert offers a comprehensive range of accounting services, including bookkeeping, tax preparation, and financial reporting, with expertise in implementing Xero accounting software. Clients praise Accountaxpert for their exceptional project management, proactive communication, and effective tax strategies, noting the company's educational approach and commitment to accuracy and timeliness. Suggestions for improvement include developing a digital dashboard for enhanced real-time financial tracking.
5.0 out of 5.0 rating for costTimelyProactiveAccessible -
Undisclosed< $25 / hr50 - 249Tracy, CA
Services provided
100% AccountingEZ Buzz Solutions Pvt. Ltd. specializes in bookkeeping, financial reporting, and cash flow monitoring, providing tailored financial dashboards and detailed analytics. Their services consistently receive praise for improving cash flow management, enhancing financial transparency, and ensuring data security. Clients value their timely delivery, personalized approach, and expertise, though some suggest expanding their advisory to include long-term financial strategies.
5.0 out of 5.0 rating for costGreat project managementUnique expertiseDetail-oriented -
$1,000+< $25 / hr10 - 49Truckee, CA
Services provided
10% Accounting30% PEO/Employee Leasing30% Recruiting +3 services10% Executive Search10% Finance & Accounting Outsourcing (FAO)10% IT Staff AugmentationTeamswell specializes in providing recruitment services, assisting companies in sourcing quality candidates efficiently. The overall feedback highlights their ability to quickly fill positions and deliver strong ongoing performance, with clients impressed by their rapid candidate sourcing. Some areas for improvement include setting and tracking KPIs for candidates.
3.5 out of 5.0 rating for costReviewed 1 time in the past 6 monthsTimely -
UndisclosedUndisclosed50 - 249Irvine, CA
Services provided
20% Accounting50% Commercial Brokerage Services30% Architectural DesignThe Muller Company provides rebranding and website content development services. Feedback highlights their strong culture fit, alignment with company values, and exceptional project management. Clients particularly appreciate their attention to detail, patience, and ability to deliver professional and effective content on time, significantly improving customer engagement and brand presentation.
TimelyDetail-oriented5.0 out of 5.0 rating for cost -
UndisclosedUndisclosed10 - 49Sacramento, CA
Services provided
75% Accounting25% Business ConsultingALTIUSCPA offers comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting, tailored to meet client needs. Reviews highlight their efficiency, excellent communication, and project management capabilities. Clients report significant time and cost savings, underscoring ALTIUSCPA's ability to deliver quality services at reasonable rates.
5.0 out of 5.0 rating for costTimelyEfficientReasonable pricing -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
100% AccountingBarsa & Company, CPAs offers comprehensive accounting services including bookkeeping, tax preparation, and financial consulting. Reviewers consistently praise their exceptional organizational skills, accuracy, and responsiveness. Notably, clients appreciate the detailed monthly financial reports and the helpful tax advice provided by the owner, affirming Barsa & Company, CPAs' commitment to high-quality service.
HelpfulGreat project managementHigh-quality work1 review mentions Accounting -
UndisclosedUndisclosed2 - 9Murrieta, CA
Services provided
75% Accounting25% Business ConsultingE.G. SANCHEZ & ASSOCIATES, CPAS, APC offers services including tax preparation, financial planning, and bookkeeping, using tools like QuickBooks. Reviews emphasize their professional project management, attention to detail, and ability to significantly reduce taxes. Clients appreciate their strategic financial advice and ongoing support.
5.0 out of 5.0 rating for costDetail-oriented1 review mentions AccountingProfessional -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
100% AccountingEBC TAXES provides comprehensive accounting and bookkeeping services, diligently managing clients' purchases, invoices, sales, and billings on a monthly basis. Reviews highlight their professionalism, excellent project management, and superior customer service, making them a recommended partner for financial needs.
5.0 out of 5.0 rating for costGreat project managementProfessional1 review mentions Accounting -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
100% AccountingWertz & Company, LLP provides comprehensive accounting services, including bookkeeping, tax preparation, and financial analysis. Client reviews highlight their efficiency, proactive project management, and strategic advisory capabilities. The firm is praised for understanding their clients' businesses holistically, although some clients suggest that communication could be more layperson-friendly.
5.0 out of 5.0 rating for costEfficientUnderstands the needs of their clientsProactive -
UndisclosedUndisclosed2 - 9Eureka, CA
Services provided
100% AccountingDavid L. Moonie & Co., LLP provides comprehensive services in Tax Preparation, bookkeeping consultation, and CPA functions, especially tailored for cannabis businesses. Reviews highlight their exceptional responsiveness, expertise in navigating complex tax regulations, and ability to offer clear, understandable solutions. Clients appreciate their consistent support and effective communication, making them a valuable partner for small businesses.
Unique expertise5.0 out of 5.0 rating for cost1 review mentions AccountingPersonable -
$1,000+$25 - $49 / hr50 - 249Santa Monica, CA
Services provided
100% AccountingLaunched in 1950, Gumbiner Savett is an Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Concord, CA
Services provided
80% Accounting10% Business Consulting10% HR ConsultingRyan-Boer Solutions Inc. offers comprehensive accounting and bookkeeping services, including business consulting, for multifaceted organizations. Reviews highlight their proficiency in financial management, excellent communication, and ability to simplify complex financial structures, making them a reliable partner for businesses with diverse financial needs.
4.5 out of 5.0 rating for costCommunicative1 review mentions Accounting -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
50% Insurance Services & Brokers30% Logistics & Supply Chain Consulting20% Ocean FreightFlexport provides customs brokerage, international forwarding, and importer security filing services, utilizing AI and machine learning to enhance efficiency. The reviews highlight significant cost savings, improved visibility through their advanced portal, and effective project management. Overall, Flexport is praised for its innovative technology and collaborative processes, though the availability of direct personal support could be improved.
5.0 out of 5.0 rating for costInnovativeEfficientHigh-quality work -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
100% Insurance Services & BrokersFullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
Read more -
$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
100% AccountingArmanino offers a range of services including Audit Services, Financial Reporting, and Tax Preparation. The overall feedback suggests that while Armanino's pricing was budget-friendly, their billing transparency was a concern due to undisclosed fees. Clients appreciated their timely delivery but noted the need for improved transparency in billing practices.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
100% AccountingSquar Milner offers services in Tax Preparation, Financial Reporting, and international transactions, primarily focusing on corporate clients. Feedback indicates expertise in complex tax matters but raises concerns about their billing transparency and project management reliability, with significant issues reported, including incomplete work and withheld financial documents. Potential clients are advised to seek detailed engagement terms to avoid misunderstandings.
0.5 out of 5.0 rating for cost1 review mentions Accounting -
UndisclosedUndisclosed250 - 999Carlsbad, CA
Services provided
60% Accounting40% Business ConsultingFounded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
$25,000+Undisclosed50 - 249Santa Clara, CA
Services provided
100% AccountingAccounting company RightRev is in Santa Clara, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Irvine, CA
Services provided
50% Accounting50% Business ConsultingCosentus, a Business Consulting and Accounting company, is in Irvine, California. They focus on Business Consulting and Accounting.
Read more -
$5,000+$100 - $149 / hr50 - 249San Diego, CA
Services provided
80% Accounting10% Business Consulting10% Finance & Accounting Outsourcing (FAO)Midsize Accounting company Signature Analytics, is based in San Diego, California and Irvine, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Palo Alto, CA
Services provided
50% Accounting30% BI & Big Data Consulting & SI20% Financial Advising & PlanningSMB Services offers website development, web design, and web application services. The overall feedback from reviews on Clutch.co highlights their collaborative approach and timely delivery, with clients appreciating their high ratings and effective virtual communication. The company received high praise for meeting project goals and delivering measurable outcomes.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
100% Financial Advising & PlanningVistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
100% AccountingRood & Associates, LLP is an Accounting company. The team is headquartered in Sacramento, California, and their services include Accounting.
Read more -
$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
Services provided
50% Accounting50% Financial Advising & PlanningLedger Labs, Inc. offers a range of accounting services including bookkeeping, financial reporting, and financial analysis. Reviews highlight their expertise, particularly in Netsuite ERP, and their capacity to significantly improve operational efficiency and decision-making processes. Clients commend their excellent communication, timely delivery, and collaborative approach.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 California Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.6/40.018.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr10 - 49San Francisco, CA
Ability to deliver
37.4/40.018.8/20 Reviews8.9/10 Clients & Experience9.7/10 Market PresenceService focus
10% Financial Advising & Planning90% 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+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.6/40.015.8/20 Reviews8.4/10 Clients & Experience7.3/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
$1,000+Undisclosed2 - 9San Francisco, CA
Ability to deliver
26/40.016.2/20 Reviews1/10 Clients & Experience8.7/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$150 - $199 / hr10 - 49San Diego, CA
Ability to deliver
24.8/40.016.2/20 Reviews2.1/10 Clients & Experience6.5/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
24.6/40.016.2/20 Reviews2.8/10 Clients & Experience5.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
24.1/40.016.2/20 Reviews2/10 Clients & Experience5.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
24/40.016.2/20 Reviews1.5/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Ability to deliver
23.7/40.016.2/20 Reviews1.3/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Ability to deliver
23.5/40.016.2/20 Reviews1.3/10 Clients & Experience5.9/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Ability to deliver
23/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Ability to deliver
22.6/40.016.2/20 Reviews1.4/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
22.5/40.016.6/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Ability to deliver
22.4/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
22.4/40.016.2/20 Reviews1/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
21.4/40.016.2/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
Undisclosed< $25 / hr10 - 49San Francisco, CA
Ability to deliver
21/40.016.4/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed< $25 / hr50 - 249Tracy, CA
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Truckee, CA
Ability to deliver
18.8/40.014.8/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Irvine, CA
Ability to deliver
16.4/40.016.4/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Sacramento, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other