Top Financial Services Firms in California
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Featured
What are Featured Providers?
$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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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
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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
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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
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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
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Nexus Square, an Accounting company, is based in Brea, California. They offer Accounting.
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UndisclosedUndisclosed2 - 9Campbell, CA
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Nuage Digital Inc is an Accounting company launched in 2015. Their team focuses on Accounting and UX/UI Design.
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$1,000+$300+ / hr2 - 9San Bernardino, CA
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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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$10,000+$150 - $199 / hr2 - 9Irvine, CA
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Established in 2019, Construction Cost Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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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
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TaxExpertsofOC.com is a Santa Ana, California-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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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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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
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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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UndisclosedUndisclosed2 - 9Los Angeles, CA
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See all 1 projectsAbout Profit is a company specializing in accounting services, focusing on tax preparation, financial advisory, and consulting. They have received predominantly positive feedback, with 100% of reviewers highlighting their reliability and problem-solving capabilities. Clients appreciate the prompt communication and personalized support, though some suggest improvements in handling payroll issues. Overall, About Profit is valued for enhancing clients' time efficiency and peace of mind.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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See all 1 projectsOgden Page Accountancy Corporation is a specialized firm offering comprehensive accounting services, including tax preparation, bookkeeping, and financial advisory. Reviewers consistently praise their detail-oriented approach, with 100% positive feedback highlighting their effectiveness in cost-saving and ethical practices. Clients appreciate their proactive communication and business savvy, making them a reliable partner for financial management.
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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 bookkeeping. The company is praised for its effective tax-saving strategies and excellent project management, with 100% positive feedback highlighting their personable service and efficiency. A common suggestion is to expand their team to enhance service capacity.
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UndisclosedUndisclosed2 - 9South Pasadena, CA
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See all 1 projectsHWI Corporation specializes in Accounting Services, excelling in Tax Preparation and Tax Filing. Their clients commend their timeliness, knowledgeable staff, and exceptional communication, with positive feedback in 100% of reviews. Their reasonable fees and ability to educate clients on tax processes further highlight their expertise and dedication to client satisfaction.
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UndisclosedUndisclosed10 - 49Riverside, CA
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See all 1 projectsLeivas Tax Wealth Management is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive reviews highlighting their expertise in tax laws and business consulting, clients appreciate their communicative approach and personalized service, though they could improve on meeting deadlines during busy periods.
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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 and tax preparation. They have received positive feedback, with 100% of reviews highlighting their honesty, conservatism, and effective project management. Clients appreciate the peace of mind and time savings provided by their services.
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UndisclosedUndisclosed10 - 49San Dimas, CA
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See all 1 projectsJAAG Financial Services is an accounting firm offering comprehensive services such as accounting, financial planning, and tax preparation. Clients report high satisfaction, praising their detail-oriented approach and excellent customer service. With an ongoing client relationship since 2011, JAAG Financial Services provides detailed financial analysis and advice, contributing significantly to business financial strategy and planning.
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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 statement preparation. Clients praise their commitment to timely project management and cost-effective solutions, with 100% of reviews highlighting their reliability and efficiency. However, there is a suggestion for expanding their team to manage increasing demand.
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
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See all 1 projectsKKAJ, LLP is a CPA firm providing comprehensive accounting services, including tax preparation and financial planning. Praised for their professionalism and effective project management, they have successfully reduced accounting errors and eliminated audits. However, 20% of reviewers suggest enhanced communication for strategic alignment, while 80% highlight their cost-saving capabilities.
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$1,000+$25 - $49 / hr250 - 999Rancho Cordova, CA
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Atlas Labor Force is a Staffing company established in 2019. The team provides Staffing and Recruiting and is based in Rancho Cordova, California.
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$5,000+$100 - $149 / hr2 - 9Los Angeles, CA
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Business Consulting company Ellamints was founded in 2019. The agency specializes in Business Consulting and Finance & Accounting Outsourcing (FAO), and is small.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
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Clark & Associates is an Accounting company. Founded in 1992, the team focuses on Accounting. The agency is located in Boston, Massachusetts and Los Angeles, California.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
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Launched in 1998, Carlsen Financial is a small Los Angeles, California-based Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
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Entous, Neymark & Lisi, an Accounting company, is headquartered in Los Angeles, California. The team provides Accounting.
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$5,000+$200 - $300 / hr2 - 9Riverside, CA
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MG Business Services, an Accounting company, provides Accounting. The agency is based in Riverside, California.
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$50,000+Undisclosed2 - 9Irvine, CA
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American Time and Labor Company is a small Accounting company headquartered in Irvine, California and Oceanside, California. The team focuses on Accounting and PEO/Employee Leasing.
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$1,000+$100 - $149 / hr2 - 9San Rafael, CA
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Axis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
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E HUNT CPA is a small Los Angeles, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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BANKERS HILL ADVISORS is an Accounting company. The team is located in San Diego, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Established in 2006, White Bookkeeping and Business Management is an Accounting company. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Tarlson & Associates is an Accounting company. Founded in 1986, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting company Cobalt PacWest Advisors (CPA) is headquartered in San Diego, California and Irvine, California. Their services include Accounting.
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$1,000+$200 - $300 / hr2 - 9Los Angeles, CA
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Michael J. Borenstein, CPA is an Accounting company. They were founded in 1989, and their services include Accounting and Business Consulting.
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$1,000+Undisclosed10 - 49Irvine, CA
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Accounting company Vessel Advisors specializes in Accounting and Business Consulting. They are in Irvine, California.
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UndisclosedUndisclosed250 - 999Stockton, CA
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Launched in 2011, SNS Professional is an Accounting company. The company focuses on Accounting, and is midsize.
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$1,000+$200 - $300 / hr10 - 49Arcadia, CA
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Syntegric Advisors is an Accounting company. Located in Arcadia, California and San Bernardino, California, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Pasadena, CA
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9Dot Education Solutions is a midsize Pasadena, California-based HR Consulting company. The team provides HR Consulting 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
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
