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, 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 - 999Serves CaliforniaServices 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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$75,000+$150 - $199 / hr50 - 249Palmdale, CA
Services provided
Founded in 2016, QuickBooks File Doctor is an Accounting company. Located in Palmdale, California, the team specializes in Accounting and Commercial Financing.
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$1,000+Undisclosed2 - 9Concord, CA
Services provided
Highland Valley Digital is a Digital Strategy company. They provide Digital Strategy and Business Consulting and were established in 2021. The company is based in Concord, California.
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$1,000+Undisclosed10 - 49Poway, CA
Services provided
TurnKey Product Management is a social media marketing company based in Poway, California. Established in 2014, the team offers Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
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 / hr2 - 9Los Angeles, CA
Services provided
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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$1,000+$150 - $199 / hr2 - 9Glendale, CA
Services provided
ERK Financial is a small Accounting company in Glendale, California. Their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49Los Angeles, CA
Services provided
Fenton & Ross is an Accounting company. They are located in Los Angeles, California. Their team specializes in Accounting.
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$1,000+$150 - $199 / hr2 - 9South San Francisco, CA
Services provided
Bachecki, Crom & Co. Is an Accounting company. They were established in 1971, and their services include Accounting and Business Consulting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
Services provided
Keeping Your Balance is an Accounting company launched in 2005. The company offers Accounting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
Services provided
Kustov & Associates is an Accounting company headquartered in San Francisco, California. They offer Accounting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
Services provided
Accounting company Peninsula Accounting was established in 2006. The agency provides Accounting, and is small.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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Accounting company Sterck Kulik O'Neill is headquartered in San Francisco, California. The team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Long Beach, CA
Services provided
Raimondo Pettit Group, an Accounting company, is based in Long Beach, California and Torrance, California. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Devereaux, Kuhner & Co. Is an Accounting company. The team is in San Francisco, California, and their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49Redwood City, CA
Services provided
Accounting company Silicon Valley Finance Group is located in Redwood City, California. The team specializes in Accounting.
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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
Services provided
Tanner Mainstain Glynn & Johnson is a midsize Los Angeles, California-based Accounting company. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Pasadena, CA
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TemoArjani is an Accounting company established in 1987. Their team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
Headquartered in Los Angeles, California, Frankel & Reichman & Rizzo is an Accounting company. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Kirsch Kohn & Bridge, an Accounting company, was launched in 1961. The company offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
BNG Accountancy is a small Accounting company located in Los Angeles, California. The team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Services provided
David Weise and Associates is an Accounting company. Founded in 1999, the team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Irvine, CA
Services provided
Established in 1980, RJI CPAs, a small Accounting company, is headquartered in Irvine, California. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Montage Services is an Accounting company. Based in San Francisco, California, their small team specializes in Accounting. The agency was launched in 2003.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Established in 1991, Valley Valuations, a small Business Consulting company, is located in Fresno, California. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Intrepid Financial Technology is a Finance & Accounting Outsourcing (FAO) company launched in 2020. The team focuses on Finance & Accounting Outsourcing (FAO) and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
FAHMIA, INC is an Accounting and Business Consulting company based in Torrance, California. They provide Accounting and Business Consulting.
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Undisclosed$100 - $149 / hr2 - 9Fullerton, CA
Services provided
Small Accounting company Tandy Consulting Inc, is based in Fullerton, California and Grover Beach, California. The team focuses on Accounting and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
IRS Audit Group, a small Accounting and Business Consulting company, is in Beverly Hills, California. The team focuses on Accounting and Business Consulting.
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$10,000+$200 - $300 / hr10 - 49Bakersfield, CA
Services provided
Established in 2016, Sandoval Tax, a small Accounting company, is located in Bakersfield, California. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
CFO Rick Inc. Is a small San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norwalk, CA
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Emil Estafanous, CPA, CFF, CGMA is an Accounting company. Located in Norwalk, California, the agency was launched in 1985. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Diamond Bar, CA
Services provided
Harry C. Lin, CPA A Professional Corporation is an Accounting company. They provide Accounting and Business Consulting and are headquartered in Diamond Bar, California.
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$1,000+< $25 / hrFreelancerSan Francisco, CA
Services provided
Founded in 2012, ArccMedia is a small Advertising company headquartered in San Francisco, California. Their team focuses on Advertising and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Newark, CA
Services provided
Financial Advising & Planning company BizNCorp was launched in 2018. The firm offers Financial Advising & Planning and Corporate Law, and is small.
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UndisclosedUndisclosed10 - 49Artesia, CA
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Syriac CPA Tax & Accounting Services Inc is a small Financial Advising & Planning company founded in 2015. Their services include Financial Advising & Planning and Accounting.
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Undisclosed$150 - $199 / hr2 - 9Rancho Cucamonga, CA
Services provided
Rantax is a Rancho Cucamonga, California-based Tax Law company. They offer Tax Law and Business Consulting.
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$5,000+$25 - $49 / hr10 - 49Los Angeles, CA
Services provided
Dynamic Merchant Solutions is a Finance & Accounting Outsourcing (FAO) company founded in 2012. Their services include Finance & Accounting Outsourcing (FAO) and Digital Asset Management.
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$1,000+$100 - $149 / hr2 - 9San Carlos, CA
Services provided
Business Consulting company Kuhn Capital focuses on Business Consulting and Financial Advising & Planning. They are located in San Carlos, California.
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UndisclosedUndisclosed10 - 49Clovis, CA
Services provided
ASN Software, a custom software development company, is headquartered in Clovis, California and Oakland, California. They offer Custom Software Development and Web Design.
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UndisclosedUndisclosed2 - 9Brentwood, CA
Services provided
All California Lending is a Financial Advising & Planning company launched in 2008. Their services include Financial Advising & Planning.
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$25,000+$50 - $99 / hr250 - 999Pasadena, CA
Services provided
Direct Marketing company ITI Direct Mail was founded in 2010. The team focuses on Direct Marketing and Social Media Marketing.
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$100,000+Undisclosed10 - 49Los Angeles, CA
Services provided
State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Established in 2017, CRMBC is an Insurance Services & Brokers company. The company focuses on Insurance Services & Brokers, and is small.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
Dimov Audit is an Accounting company. Established in 2008, the company is based in San Francisco, California. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
Services provided
Furness & Associates is a Los Angeles, California-based Accounting company. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
Samuel B. Choi Accountancy Corp is an Accounting company headquartered in Los Angeles, California. They specialize in Accounting.
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$1,000+$100 - $149 / hr2 - 9Pleasanton, CA
Services provided
DePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Chu and Waters is a small Accounting company located in San Francisco, California. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Located in Los Angeles, California, Neuman + Associates is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Core Benefits is a HR Consulting company. Founded in 1989, the agency is located in Newport Beach, California. Their services include HR Consulting and Business Consulting.
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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
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 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+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$50,000+$50 - $99 / hr2 - 9San Francisco, CA
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% 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 -
$5,000+$150 - $199 / hr2 - 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 -
$1,000+$150 - $199 / hr50 - 249San Diego, CA
Ability to deliver
24.6/40.016/20 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 -
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 -
$5,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
22.1/40.016.2/20 Reviews1/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
22.1/40.016.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
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 -
$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Ability to deliver
21.7/40.016.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
40% Accounting60% Other -
Undisclosed< $25 / hr50 - 249Tracy, CA
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Truckee, CA
Ability to deliver
20.6/40.016.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Accounting20% Financial Advising & Planning50% Other
