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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$1,000+$100 - $149 / hr10 - 49Huntington Beach, CA
Services provided
YH Advisors, an Accounting company, specialize in Accounting. They were launched in 2011.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Tax Ninja is an Accounting company. Based in San Francisco, California, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
In Los Angeles, California, Gretchen Hydo International is a small Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
Services provided
Slingshot Connections is a small Accounting company headquartered in San Jose, California. Their services include Accounting and Staffing.
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$5,000+$25 - $49 / hr250 - 999San Ramon, CA
Services provided
Headquartered in San Ramon, California and Reading , England, Synverse is an Accounting company. They specialize in Accounting and Advertising.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Accounting company Moore Grider & Company is located in Fresno, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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New Era CPAs LLP is a small Accounting company. Established in 2013, the team offers Accounting and Business Consulting.
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$5,000+$100 - $149 / hr10 - 49Redding, CA
Services provided
J.R. Martin & Associates is an Accounting company. They are in Redding, California. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
Services provided
Established in 2011, Northstar Financial Consulting Group is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Cerritos, CA
Services provided
Bristol Healthcare Services is an other IT consulting and SI company. Based in Cerritos, California, their team provides other IT consulting and SI and Back Office Outsourcing.
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Undisclosed$100 - $149 / hr2 - 9Sacramento, CA
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Busy Bee Advisors is an Accounting company. Their team is headquartered in Sacramento, California. The company provides Accounting.
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$75,000+$150 - $199 / hr50 - 249Palmdale, CA
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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
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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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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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$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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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Lantern Financial Corporation is a Financial Advising & Planning company launched in 1993. The team offers Financial Advising & Planning and is based in Los Angeles, California.
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Undisclosed$200 - $300 / hr50 - 249San Francisco, CA
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FinStrat Management, an Accounting company, focus on Accounting and Financial Advising & Planning. They were launched in 2007.
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UndisclosedUndisclosed10 - 49Danville, CA
Services provided
See all 1 projectsJHS CPAs, LLP is an accounting services firm specializing in bookkeeping, tax preparation, and general accounting. Clients highlight their excellent project management and responsive communication, though some desire more consultative services. Overall, 100% of feedback is positive regarding task delivery, while 50% mention a need for enhanced advisory support.
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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
Services provided
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
Services provided
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
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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
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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
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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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UndisclosedUndisclosed10 - 49Irvine, CA
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Headquartered in Irvine, California and Irvine, California, Artemis is an IT staff augmentation company. Their services include IT staff augmentation and Executive Search.
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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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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Sancus Tax and Accounting is a small Long Beach, California-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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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
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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
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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
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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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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
