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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Undisclosed$150 - $199 / hr2 - 9Rancho Cucamonga, CA
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Rantax is a Rancho Cucamonga, California-based Tax Law company. They offer Tax Law and Business Consulting.
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$5,000+Undisclosed2 - 9San Diego, CA
Services provided
See all 1 projectsNational Tax Attorney offers services such as back tax settlement, IRS installment payment plans, offer in compromise, and wage garnishment assistance. Overall feedback highlights their expertise, professionalism, and effective communication, with clients appreciating their value for cost and friendly approach.
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$1,000+< $25 / hr10 - 49Los Angeles, CA
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Insurance Services & Brokers company Simpler Horizons Insurance Solutions was launched in 2012. The company offers Insurance Services & Brokers, and is small.
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$5,000+$25 - $49 / hr10 - 49Los Angeles, CA
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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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UndisclosedUndisclosed2 - 9Brentwood, CA
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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+$50 - $99 / hr50 - 249Los Angeles, CA
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Launched in 2024, LLUM is a midsize Los Angeles, California-based Accounting company. Their team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Long Beach, CA
Services provided
See all 1 projectsOur firm has helped hundreds of businesses and individuals for over 2 decades with their Accounting, Bookkeeping, Tax Preparation, Business & Tax Consulting Services needs. With highly-skilled
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
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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
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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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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Davco Consulting is an Accounting company. They provide Accounting and Business Consulting and are located in Torrance, California and Moreno Valley, California.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Unified Accounting & Tax is an Accounting company. Their team is headquartered in Fremont, California and provides Accounting and Business Consulting.
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$1,000+$150 - $199 / hr2 - 9Visalia, CA
Services provided
Financial Consulting company Aurora Consulting Group, LLC provides Financial Consulting and Accounting. They were founded in 2011.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Founded in 2014, CWDL Certified Public Accountants is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Glendale, CA
Services provided
Integrity Accounting Solutions® is a small Glendale, California-based Accounting company. The team focuses on Accounting.
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$1,000+$300+ / hr2 - 9Huntington Beach, CA
Services provided
Yorktown 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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UndisclosedUndisclosed2 - 9Carlsbad, CA
Services provided
Strategic Business Alliance, LLC is an Accounting company. Their small team is headquartered in Carlsbad, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
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Launched in 2025, Applied Tax & Books is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Carothers and Associates, Inc., an Accounting company, is headquartered in Roseville, California. Their services include Accounting.
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$1,000+Undisclosed2 - 9Brea, CA
Services provided
Nexus Square, an Accounting company, is based in Brea, California. They offer Accounting.
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$25,000+$300+ / hr10 - 49Newport Beach, CA
Services provided
Small Accounting company Modern CPAs, Inc., is headquartered in Newport Beach, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campbell, CA
Services provided
Nuage Digital Inc, an Accounting company, is in Campbell, California. They specialize in Accounting and UX/UI Design.
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$1,000+$300+ / hr2 - 9San Bernardino, CA
Services provided
Moore Marsden Experts is an Accounting company. The team specializes in Accounting and Commercial Brokerage Services, and the company is in San Bernardino, California.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Accounting company Truck2290 specializes in Accounting. They are located in Los Angeles, California.
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UndisclosedUndisclosed50 - 249Calabasas, CA
Services provided
Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.
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$10,000+$150 - $199 / hr2 - 9Irvine, CA
Services provided
Established in 2019, Construction Cost Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.
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$25,000+$200 - $300 / hr2 - 9Santa Ana, CA
Services provided
TaxExpertsofOC.com is a Santa Ana, California-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
JCSN CORP is a small San Diego, California-based Commercial Financing and Accounting company. The team focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Founded in 2023, 18 Insurance is an Insurance Services & Brokers company. The agency specializes in Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49Fresno, CA
Services provided
See all 1 projectsGlobal Tech Billing LLC provides bookkeeping, financial reporting, tax preparation, and CFO services. Clients consistently praise their expert input, effective project management, and commitment to understanding their unique challenges. The company is noted for its efficiency, productivity enhancement, and ability to offer innovative solutions.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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Small Accounting company Los Angeles Bookkeeping, is in Beverly Hills, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Established in 2022, su casa valley is a small Fresno, California-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Litigation Support Services.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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Rabco Payroll is a small Accounting company. They specialize in Accounting and HR Outsourcing and were founded in 2001.
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UndisclosedUndisclosed10 - 49La Cañada Flintridge, CA
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Business taxes and More is an Accounting and Financial Consulting company launched in 2017. The team focuses on Accounting and Financial Consulting and is based in La Cañada Flintridge, California.
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$1,000+Undisclosed50 - 249Ventura, CA
Services provided
American Legacy Solutions is a Financial Advising & Planning company established in 2014. The firm offers Financial Advising & Planning and Insurance Services & Brokers, and is midsize.
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Undisclosed$25 - $49 / hr2 - 9Santa Monica, CA
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Business services LLC, a small Business Consulting company, is in Santa Monica, California. The team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Santa Monica, CA
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Leon Nazarian, CPA, JD is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Santa Monica, California.
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Undisclosed$50 - $99 / hr10 - 49Cerritos, CA
Services provided
Libre Tax Service is an Accounting company. The Cerritos, California-based team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
Services provided
Founded in 2018, Clarity Tax Relief is an Accounting company. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
Services provided
Financial Consulting and Insurance Services & Brokers company Aim Group LLC provides Financial Consulting and Insurance Services & Brokers. They were established in 2000.
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Undisclosed$25 - $49 / hr50 - 249Fontana, CA
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Exuberant Global, a Financial Advising & Planning company, is in Fontana, California. Launched in 2019, the team offers Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed250 - 999Visalia, CA
Services provided
Aitstax is a Financial Advising & Planning company. They provide Financial Advising & Planning and Financial Consulting and were founded in 2000.
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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
