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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UndisclosedUndisclosed10 - 49San Leandro, CA
Services provided
Established in 2018, Namaste Insurance Agency is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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Undisclosed$100 - $149 / hr50 - 249Concord, CA
Services provided
SMART LINE LLC is an Accounting company. They were founded in 2020, and their services include Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
Pacific Direct Mortgage is a Santa Rosa, California-based Financial Advising & Planning and Funding & Investment company. They specialize in Financial Advising & Planning and Funding & Investment.
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$5,000+Undisclosed2 - 9Los Angeles, CA
Services provided
Onyx Business Management is an Accounting company. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2014.
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$1,000+$25 - $49 / hr2 - 9Anaheim, CA
Services provided
HR Professional Tax Services Inc is an Accounting company founded in 2001. The company offers Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Dana Point, CA
Services provided
Established in 2023, United Tax Advisors is a small Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+Undisclosed50 - 249San Diego, CA
Services provided
Medical Care Billing is a Back Office Outsourcing company. The midsize San Diego, California-based team focuses on Back Office Outsourcing and Accounting. The company was established in 2012.
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UndisclosedUndisclosed10 - 49Santa Monica, CA
Services provided
Established in 2018, Top California Lender is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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Undisclosed< $25 / hr2 - 9Glendale, CA
Services provided
Accounting company WageWhiz was founded in 2023. The firm provides Accounting and PEO/Employee Leasing.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Support Your Books is an Accounting company. Located in Fresno, California, the company was established in 2025. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$300+ / hr2 - 9Campbell, CA
Services provided
Shruti CPA is an Accounting company. The small Campbell, California-based team provides Accounting and Financial Advising & Planning. The firm was launched in 2015.
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UndisclosedUndisclosed2 - 9San Jose, CA
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GMC Consulting Group, LLC is a San Jose, California-based Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$100 - $149 / hr2 - 9Costa Mesa, CA
Services provided
DisruptiX Talent Solutions is a small Business Consulting company founded in 2025. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Accrulyn Financial Services is a small Accounting company based in Torrance, California. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
Abel-Viernes Business Services is a Financial Advising & Planning company. Their team is located in Los Angeles, California. The agency offers Financial Advising & Planning and Financial Consulting.
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$1,000+$50 - $99 / hr2 - 9Glendale, CA
Services provided
Headquartered in Glendale, California, The Receivables Agency is an Accounting company. They focus on Accounting and were established in 2013.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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Launched in 2021, HNK Bookkeeping, Inc is a small San Mateo, California-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
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Undisclosed$25 - $49 / hr2 - 9Santa Monica, CA
Services provided
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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$1,000+< $25 / hr10 - 49San Jose, CA
Services provided
Docfyle Advisory Private Limited is a small Accounting company launched in 2022. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Del Mar, CA
Services provided
ReedBooks Plus is an Accounting company. They are in Del Mar, California and have small team of experts. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Cupertino, CA
Services provided
Service Squared is a Finance & Accounting Outsourcing (FAO) company. The Cupertino, California-based team specializes in Finance & Accounting Outsourcing (FAO) and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Folsom, CA
Services provided
Launched in 2025, Vedic remedy is a small Folsom, California-based Business Consulting company. Their team focuses on Business Consulting and Accounting.
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$25,000+$150 - $199 / hr50 - 249Los Angeles, CA
Services provided
Revpilot is a Business Valuation Services company. They are headquartered in Los Angeles, California. Their team focuses on Business Valuation Services and Financial Advising & Planning.
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$10,000+$50 - $99 / hr250 - 999Mill Valley, CA
Services provided
Midsize Accounting company XACT.Inc, is in Mill Valley, California. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Lake Forest, CA
Services provided
The Good CFO, a Fractional CFO Services company, was established in 2024. The company focuses on Fractional CFO Services and Accounting.
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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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UndisclosedUndisclosed10 - 49San Francisco, CA
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Debt Nirvana is an Accounting company. Launched in 2010, the team provides Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Visalia, CA
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See all 1 projectsANJA, Inc. is an accounting services firm specializing in tax preparation and financial reporting. Despite their professionalism and generally positive interactions, the reviews highlight recurring issues with errors in tax filings, such as incorrect social security numbers and missing tax exemption codes, with 100% of reviewers mentioning these errors. Clients appreciate their amicable nature, but emphasize the need for improved accuracy and accountability in their services.
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$50,000+$25 - $49 / hr2 - 9South Gate, CA
Services provided
See all 1 projectsDigital Asset Pay Inc offers investment services in digital assets, particularly USDT, with a notable profit rate. Reviewers highlight their efficient communication and user-friendly trading platform, expressing satisfaction with the profitability and reliability of the services. Areas for improvement include the development of a dedicated mobile app.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Business Valuation Services company Marshall & Stevens Incorporated focuses on Business Valuation Services and Financial Advising & Planning. They were launched in 1932.
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$100,000+$150 - $199 / hrFreelancerSunnyvale, CA
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Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed50 - 249Walnut Creek, CA
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Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
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$1,000+$50 - $99 / hrFreelancerTorrance, CA
Services provided
In Torrance, California, ANU Agrawal CPA is an Accounting company. Founded in 2020, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Located in Los Angeles, California, EisnerAmper is a Business Consulting company. They focus on Business Consulting and Accounting and were founded in 1963.
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$1,000+$25 - $49 / hr10 - 49San Diego, CA
Services provided
QuickBooks Cleanup Service – Accurate, Fast, and Reliable Financial Fix is an Accounting company. The San Diego, California-based agency was launched in 2004. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49San Diego, CA
Services provided
QuickBooks Customization Services by Esmart is an Accounting company. Founded in 2004, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
Services provided
Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Burkland is an Accounting company. Their team is based in San Francisco, California. The firm specializes in Accounting and Fractional CFO Services.
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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
Services provided
Midsize Accounting company Vasquez & Company, is located in Los Angeles, California and Sacramento, California. The team offers Accounting.
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$5,000+$50 - $99 / hr50 - 249Los Angeles, CA
Services provided
MMC HR, a midsize HR Consulting company, is based in Los Angeles, California. The team specializes in HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
See all 1 projectsRedwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
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TeamCFO is a Los Angeles, California-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Pisenti & Brinker LLP is an Accounting company. Launched in 1965, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orange, CA
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SEMPER TAX RELIEF is an Accounting company. They are based in Orange, California. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Chaney&Associates is an Accounting company. Their small team is based in Roseville, California. Their services include Accounting.
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$1,000+$50 - $99 / hrFreelancerFairfield, CA
Services provided
Sheilla Vidal is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Financial Consulting and is in Fairfield, California.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Small Accounting company Silverman, Krantz & Porter, is headquartered in San Francisco, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rolling Hills Estates, CA
Services provided
Cloud Smart Accounting, an Accounting company, provide Accounting and Business Consulting. They were established in 2003.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Boatman Accounting is a Burbank, California-based Accounting company. Founded in 2014, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSan Jose, CA
Services provided
Small Accounting company Martin Lowe, MBA, EA, CPA, is headquartered in San Jose, California. Their services include 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
37.8/40.017.8/20 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
