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, 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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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Barry Gilbert, CPA, EA Certified Public Accountant, Enrolled Agent is an Accounting and Business Consulting company founded in 2006. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Wallace & Wallace Accountancy Corporation is an Agoura Hills, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
BCA Solutions CPA’s, Inc. Is an Accounting company based in Agoura Hills, California. They specialize in Accounting and Business Consulting and were established in 2001.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Accounting company Kernochan & Associates, Inc. Offers Accounting and Business Consulting. They were launched in 2005.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Based in Agoura Hills, California, Wolf & Associates, APAC is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosedFreelancerAgoura Hills, CA
Services provided
Accounting company Jack B. Murad, CPA, MBT Financial Services was established in 1990. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Westlake Village, CA
Services provided
Foster, Griffith & Allen, Inc. Is a small Accounting company. They provide Accounting and Business Consulting and were established in 2004.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Premier Accounting & Tax Services, Inc is an Accounting company. The Los Angeles, California-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Schwartz & Schwartz is an Accounting company. They provide Accounting and were founded in 2014.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Fintegrity Group, P.C. Is an Accounting company. The Westlake Village, California-based company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santee, CA
Services provided
Kagan & Associates, CPA is a small Santee, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Founded in 2009, Allan Guttentag, CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Accounting company FRIDMAN & ASSOCIATES provides Accounting. They were established in 2018.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Barmache & Alford, LLP is a small Accounting company established in 2009. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Hinricher & Cousino, LLP, an Accounting company, is in Thousand Oaks, California. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
Sparks & Company, Inc. Is an Accounting company. They specialize in Accounting and were founded in 2016. The company is headquartered in Thousand Oaks, California.
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UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Laurel J. Sullivan, CPA, Inc. Is an Accounting company. Their small team is in Alameda, California and specializes in Accounting. The firm was established in 2012.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
TL Squared is an Accounting company established in 2018. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, CA
Services provided
Apex Tax and Accounting Services, a small Accounting company, is located in Albany, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Albany, CA
Services provided
KOPMAN, INC. Is an Accounting company. Based in Albany, California, the company offers Accounting.
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UndisclosedUndisclosed2 - 9El Cerrito, CA
Services provided
Meseret Y. Zeleke, CPA is a small Accounting company. They focus on Accounting and were founded in 2005.
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UndisclosedUndisclosed2 - 9Berkeley, CA
Services provided
Richard J. Arnason, CPA is an Accounting company. They were founded in 2000, and their services include Accounting.
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UndisclosedUndisclosed2 - 9El Sobrante, CA
Services provided
Founded in 2004, Summerville & Associates, a small Accounting company, is located in El Sobrante, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Emeryville, CA
Services provided
Michael Steele, CPA is an Accounting company. In Emeryville, California, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9La Mesa, CA
Services provided
Forthright, a small Accounting and Business Consulting company, is based in La Mesa, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Chen & Widner, CPA LLP is a small Accounting and Business Consulting company in San Diego, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
ZD CONSULTING GROUP is an Accounting company founded in 2015. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49City of Industry, CA
Services provided
Accounting company Sue Yen Leo, CPA, An Accountancy Corporation is located in City of Industry, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Gabriel, CA
Services provided
HJ Tax & Accounting is a small San Gabriel, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Global First Accounting Group is a small Accounting company. They focus on Accounting and were founded in 2018.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Vace & Company, CPA is an Accounting company. Their small team is based in Beverly Hills, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2014, Pierre Accounting is a small Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Launched in 2005, Weissman Accounting is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Alhambra, CA
Services provided
New Eastern Accountancy Service, an Accounting company, was founded in 2018. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
MacVaugh&Co. Commercial Real Estate is a small Pasadena, California-based Commercial Brokerage Services company. Their services include Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9San Gabriel, CA
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1040 Tax Firm, a small Accounting company, is headquartered in San Gabriel, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
Services provided
Accounting company AAA American CPA, INC specializes in Accounting. They are based in Fremont, California.
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UndisclosedUndisclosed2 - 9Citrus Heights, CA
Services provided
Whisler Bookkeeping & Tax Services is an Accounting company. Their small team is in Citrus Heights, California and offers Accounting. The agency was founded in 2004.
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UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
AXIS Accounting Solutions, LLC, an Accounting company, is based in Aliso Viejo, California. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aliso Viejo, CA
Services provided
Clarity Group Financial - CPA's an Accounting Firm, a small Accounting company, is in Aliso Viejo, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Services provided
Small Accounting company NumbersFigured, is headquartered in Aliso Viejo, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Laguna Beach, CA
Services provided
Daniel Dubois CPA & Company Inc is an Accounting company. Their team is headquartered in Laguna Beach, California. The firm offers Accounting.
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UndisclosedUndisclosed10 - 49Aliso Viejo, CA
Services provided
The Garret Group, LLC is a small Accounting company established in 2007. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Small Accounting company SM Law Associates, PC, is located in San Jose, California. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Torrance, CA
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Accounting and Business Consulting company Amir & Associates CPA, Inc. Was established in 2008. Based in Torrance, California, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Clemente, CA
Services provided
Morey CPA & Associates, Inc., a small Accounting company, is located in San Clemente, California. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancerDanville, CA
Services provided
CalBay Investments is an Accounting company. Their small team is headquartered in Danville, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tahoe City, CA
Services provided
Located in Tahoe City, California, McClintock Accountancy Corporation is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Brea, CA
Services provided
Bates Coughtry Reiss LLP is a small Accounting company. Founded in 1967, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Principle Tax and Accounting, a small Accounting and Business Consulting company, is headquartered in San Jose, California. The team specializes in Accounting 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
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 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 -
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 -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
26.2/40.017.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% 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 -
$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Ability to deliver
25.8/40.016.2/20 Reviews1/10 Clients & Experience8.6/10 Market PresenceService focus
45% Accounting55% 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+$150 - $199 / hr10 - 49Irvine, CA
Ability to deliver
22.4/40.017.8/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Accounting80% 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 -
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 -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
21.9/40.016.4/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% Other -
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
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other
