Top Financial Services Firms in California
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Featured
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$50,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Vasl is a small San Francisco, California-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
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See all 43 projectsALLSTARSIT is a company specializing in providing staffing and BPO services, known for their efficient recruitment processes and strong project management skills. Reviews highlight their ability to deliver quick and quality talent acquisition, with 100% of reviewers expressing satisfaction. Impressively, 95% retention rates were noted, and the company excels in communication and adapting to client needs, consistently receiving positive feedback.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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See all 2 projectsDCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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James Marta & Company is an Accounting company established in 1998. Based in Sacramento, California, the team offers Accounting and Business Consulting.
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$25,000+Undisclosed50 - 249Santa Clara, CA
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Accounting company RightRev is in Santa Clara, California. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Milpitas, CA
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Sagent Management is a Milpitas, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Cosentus, a Business Consulting and Accounting company, is in Irvine, California. They focus on Business Consulting and Accounting.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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Green Hasson Janks, an Accounting company, was launched in 1953. The team provides Accounting.
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UndisclosedUndisclosed250 - 999Carlsbad, CA
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Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.
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$1,000+$25 - $49 / hr10 - 49Irvine, CA
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Launched in 2009, Irvine Bookkeeping is an Accounting company. The agency focuses on Accounting.
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$1,000+$300+ / hr10 - 49Laguna Niguel, CA
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CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Rood & Associates, LLP is an Accounting company. The team is headquartered in Sacramento, California, and their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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See all 1 projectsJones, Schiller & Littman is a forensic accounting firm specializing in financial analysis and auditing services. The reviews indicate a lack of successful outcomes, with consistent feedback about poor communication and incomplete financial reporting. Notably, 100% of the reviewers expressed dissatisfaction with their services, highlighting issues like ineffective workflow, unmet expectations, and inadequate handling of financial documentation.
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UndisclosedUndisclosed10 - 49Santa Barbara, CA
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See all 1 projectsWe provide end-to-end accounting solutions for nonprofits and small to midsize businesses. Whether you need reliable bookkeeping, full-service outsourced accounting, or strategic guidance from a
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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AScaleX is an Accounting company. Established in 2019, the firm focuses on Accounting and Branding.
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Undisclosed< $25 / hr50 - 249San Francisco, CA
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Located in San Francisco, California, mesha is an Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2020.
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$5,000+$100 - $149 / hr50 - 249San Diego, CA
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Midsize Accounting company Signature Analytics, is based in San Diego, California and Irvine, California. Their services include Accounting and Business Consulting.
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$10,000+$150 - $199 / hr50 - 249Riverside, CA
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In Riverside, California, Q-vantage is a midsize social media marketing company. Their services include Social Media Marketing and IT strategy consulting.
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Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
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Evmark Business Solutions, a small Accounting company, is headquartered in Stevenson Ranch, California. The team focuses on Accounting and Insurance Services & Brokers.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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Based in Los Angeles, California and Torrance, California, Gursey Schneider is a midsize Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
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SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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See all 1 projectsAbout Profit is an accounting services firm, specializing in tax preparation and consulting, financial analysis, and CPA services. Reviews indicate a 90% satisfaction rate, highlighting their reliability and prompt communication. Clients appreciate the firm's creative problem-solving and advisory support, particularly in complex scenarios, though one review suggested minor improvements in handling payroll issues.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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See all 1 projectsOgden Page Accountancy Corporation is a professional accounting firm specializing in bookkeeping, tax preparation, and financial advisory services. The reviews consistently highlight their expertise, with 100% of feedback indicating positive experiences, particularly in tax savings and personalized service. Clients appreciate the firm's detailed attention and cost-effective solutions, attributing significant financial benefits and peace of mind to their engagement.
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UndisclosedUndisclosed2 - 9Temecula, CA
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See all 1 projectsTax City, Inc. is an accounting services firm specializing in tax preparation and financial advisory. The majority of feedback, at 100%, is positive, highlighting their effective tax-saving strategies and strong project management. Clients appreciate their personable approach and timeliness, though some suggest expanding their team for broader service capabilities.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
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See all 1 projectsHWI Corporation is an accounting services firm specializing in tax preparation and filing. With a focus on effective communication and timely responses, they have consistently demonstrated professionalism and expertise. All reviewers noted their knowledge and customer service, leading to 100% positive feedback. Their reasonable fees and willingness to educate clients on tax processes are also highlighted.
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UndisclosedUndisclosed10 - 49Riverside, CA
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See all 1 projectsLeivas Tax Wealth Management is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and business consulting. Clients commend their expertise in tax laws and effective business advice, with 100% of reviews highlighting their knowledge and communication skills. However, improvements are suggested during peak tax season.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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See all 1 projectsBurgess & Company. is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. Client feedback indicates a high level of satisfaction, emphasizing their honesty, conservatism, and effective project management. Notably, 100% of reviewers commend their ability to provide peace of mind and free up clients' time, with no suggestions for improvement mentioned.
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UndisclosedUndisclosed10 - 49San Dimas, CA
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See all 1 projectsJAAG Financial Services is a company specializing in accounting services, financial planning, and tax preparation. Their clients commend them for their attention to detail and excellent customer service, with 100% of the feedback being positive. They provide monthly and quarterly financial reports and analyses, although some clients suggest a more aggressive long-term planning approach.
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UndisclosedUndisclosed2 - 9Ramona, CA
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See all 1 projectsBookkeeping At Ease is an accounting services firm specializing in bookkeeping and financial reporting. Reviews indicate that 100% of clients appreciate their commitment to timely project management and cost efficiency. The company works closely with clients' accountants, demonstrating reliability, although potential clients should be prepared for possible expansion needs due to increasing demand.
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
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See all 1 projectsKKAJ, LLP is a reputable CPA firm specializing in tax preparation, financial planning, and accounting services. Their professionalism and membership in The Big Six underscore their expertise, while their services reportedly minimize audit risks and accounting errors. However, 20% of reviewers suggest improved communication for strategic alignment, indicating high satisfaction despite minor critiques.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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Founded in 2003, Silicon Valley Accounting Solutions is a small Accounting company in Santa Clara, California. Their team provides Accounting.
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$10,000+$300+ / hr2 - 9Palo Alto, CA
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L2 Counsel, an Accounting company, is in Palo Alto, California. Founded in 2019, the team specializes in Accounting.
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$1,000+< $25 / hr2 - 9Los Angeles, CA
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Back Office Outsourcing company PREMIER FINANCIAL Tax & Accounting Services focuses on Back Office Outsourcing and Accounting. They are located in Los Angeles, California and Burbank, California.
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Undisclosed$50 - $99 / hr10 - 49Novato, CA
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Founded in 2014, Protea Financial is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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10 Tax Services is an Accounting company. Their team is located in Santa Ana, California. The company offers Accounting and Tax Law.
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$1,000+$50 - $99 / hr50 - 249Auburn, CA
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Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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UndisclosedUndisclosed250 - 999Palo Alto, CA
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Pebl is an Accounting company. Their team is in Palo Alto, California and specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Noble Accounting, LLC is a small Finance & Accounting Outsourcing (FAO) company. Founded in 2015, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr50 - 249Newport Beach, CA
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Founded in 2019, Cube Accounting Solutions is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr50 - 249San Jose, CA
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Founded in 2008, Early Growth Financial Services, a midsize Accounting company, is headquartered in San Francisco, California and San Jose, California. Their team specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
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Agro Accounting CPA is a small Accounting company. They specialize in Accounting and were launched in 2009.
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UndisclosedUndisclosed10 - 49Cupertino, CA
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LedgerFi is a Cupertino, California-based Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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See all 1 projectsT&D Tax Service is an accounting firm specializing in bookkeeping, tax preparation, and financial advisory services. The firm is highly praised for its personalized approach and dedication to client success, with clients appreciating their clarity in financial reporting and prompt communication. While 100% of the feedback is positive, clients suggest a more proactive approach in providing feedback could enhance their service.
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UndisclosedUndisclosed2 - 9San Marcos, CA
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See all 1 projectsEBS Business Tax Services is a company specializing in Accounting Services, including Tax Preparation and Tax Filing. According to reviews, the firm excels in communication and project management, consistently meeting deadlines. While 100% of the feedback highlights their reliability and effectiveness, potential clients are advised that larger businesses may eventually outgrow their services.
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UndisclosedUndisclosed2 - 9Sunnyvale, CA
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See all 1 projectsDonnelly Accountancy Inc. is a proficient accounting services provider, specializing in tax preparation, financial statement preparation, and bookkeeping. Overall, they received positive feedback, with 80% of the review highlighting their expertise in correcting substantial financial errors. Notably, 20% of reviewers mentioned an opportunity for improvement in communication frequency.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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Kruze Consulting is an Accounting company. Headquartered in San Francisco, California and Santa Monica, California, their small team focuses on Accounting. The firm was launched in 2012.
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UndisclosedUndisclosed250 - 999Los Angeles, CA
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FloQast is an Accounting company established in 2013. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
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Founded in 1981, Nigro Karlin Segal Feldstein & Bolno, a midsize Accounting company, is headquartered in Los Angeles, California and San Francisco, California. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr250 - 999San Francisco, CA
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BPM LLP, an Accounting company, provide Accounting. They were launched in 1986.
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List of the Top 15 California Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
32.8/40.017.6/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
29.5/40.016/20 Reviews9/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
28.3/40.015.8/20 Reviews8.4/10 Clients & Experience4.1/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
28.2/40.019.2/20 Reviews4.9/10 Clients & Experience4.1/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
27.9/40.016.2/20 Reviews7.2/10 Clients & Experience4.5/10 Market PresenceService focus
90% Accounting10% Other -
$50,000+$50 - $99 / hr2 - 9San Francisco, CA
Ability to deliver
25.8/40.016.4/20 Reviews5/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
24.8/40.016.2/20 Reviews5.2/10 Clients & Experience3.4/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
24.7/40.016.2/20 Reviews4.2/10 Clients & Experience4.3/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
24.5/40.016.2/20 Reviews4.4/10 Clients & Experience3.9/10 Market PresenceService focus
100% Accounting -
$5,000+$150 - $199 / hr50 - 249Irvine, CA
Ability to deliver
24/40.018.4/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Ability to deliver
23.5/40.018/20 Reviews1.5/10 Clients & Experience4/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$150 - $199 / hr50 - 249San Diego, CA
Ability to deliver
23.4/40.015.8/20 Reviews2.1/10 Clients & Experience5.5/10 Market PresenceService focus
15% Accounting85% Other -
$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Ability to deliver
23.1/40.016.2/20 Reviews1/10 Clients & Experience5.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
22.9/40.016.2/20 Reviews2.8/10 Clients & Experience3.9/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
22.8/40.017/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
22.7/40.015.6/20 Reviews3.4/10 Clients & Experience3.7/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
21.8/40.016.2/20 Reviews2/10 Clients & Experience3.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
21.7/40.016.2/20 Reviews1.5/10 Clients & Experience4/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Ability to deliver
21.7/40.016.2/20 Reviews1.5/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Ability to deliver
21.5/40.016.2/20 Reviews1.3/10 Clients & Experience4/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Ability to deliver
21.3/40.016.2/20 Reviews1.4/10 Clients & Experience3.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Ability to deliver
21.3/40.017.2/20 Reviews0/10 Clients & Experience4.1/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Ability to deliver
21.2/40.016.2/20 Reviews1.3/10 Clients & Experience3.7/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Ability to deliver
21.2/40.016.2/20 Reviews1.3/10 Clients & Experience3.7/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
21.1/40.016.2/20 Reviews1.5/10 Clients & Experience3.4/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
20.9/40.016.2/20 Reviews1/10 Clients & Experience3.7/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Rolling Hills Estates, CA
Ability to deliver
20.8/40.016.4/20 Reviews0.7/10 Clients & Experience3.7/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
20.8/40.016.2/20 Reviews0.7/10 Clients & Experience3.9/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Ability to deliver
19.9/40.016.2/20 Reviews0/10 Clients & Experience3.7/10 Market PresenceService focus
100% Accounting -
Undisclosed< $25 / hr50 - 249Tracy, CA
Ability to deliver
19.9/40.016.2/20 Reviews0/10 Clients & Experience3.7/10 Market PresenceService focus
100% Accounting
