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, 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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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Small Accounting company Wiesenberg & Company, Inc., is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerIrvine, CA
Services provided
Harmon Street, a Business Consulting company, is headquartered in Irvine, California. Their services include Business Consulting and Commercial Financing.
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Undisclosed$50 - $99 / hr2 - 9Newport Beach, CA
Services provided
Small Accounting company The Sapphire Group, is located in Newport Beach, California. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
Accounting Tree is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Bogdan & Frasco is an Accounting company. Established in 1995, their team specializes in Accounting.
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$1,000+Undisclosed10 - 49San Francisco, CA
Services provided
A Simple Office Solution, Inc. Is a small San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Established in 2008, FAILSAFE CPA, a small Accounting company, is in San Diego, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
IMAccounting is a San Diego, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Established in 2001, Dichoso Group of Companies: Dichoso and Company, CPA, Inc. Is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eureka, CA
Services provided
Jamie L. Walling, CPA, Inc. Is an Accounting company founded in 2008. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
ProActive Advisors, Inc. Is a small Accounting company established in 2002. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Castellon Professional Services is an Accounting company. Established in 2000, the company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerStockton, CA
Services provided
Accounting company Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services offers Accounting. They were established in 2023.
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UndisclosedUndisclosedFreelancerLos Angeles, CA
Services provided
420 accounting services is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Monrovia, CA
Services provided
Herbert Financial Group, a Business Consulting company, was launched in 2021. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancerCosta Mesa, CA
Services provided
Based in Costa Mesa, California, Grace Wealth Management Group, Inc. Is a Business Consulting company. They focus on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Accounting and Business Consulting company Johnson Global Accountancy Corp focuses on Accounting and Business Consulting. They are located in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Foyle Business Services, Inc. Is a small Accounting and Business Consulting company based in Los Angeles, California. The team focuses on Accounting and Business Consulting.
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$1,000+< $25 / hrFreelancerSan Jose, CA
Services provided
Launched in 2015, Sky Financial Service is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Mission Viejo, CA
Services provided
Accounting company Helfman Davis & Associates was launched in 1988. The agency offers Accounting.
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Undisclosed$50 - $99 / hrFreelancerSan Diego, CA
Services provided
Stratifyd Accounting, an Accounting company, was established in 2017. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$200 - $300 / hr2 - 9Ladera Ranch, CA
Services provided
Small Finance & Accounting Outsourcing (FAO) company Zeroed-In Consulting, LLP, is located in Ladera Ranch, California. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
Services provided
Commonwealth Capital Funding is a Financial Advising & Planning and Financial Consulting company launched in 2023. The small team provides Financial Advising & Planning and Financial Consulting.
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$1,000+$25 - $49 / hr2 - 9Anaheim, CA
Services provided
Agency Accountant is an Anaheim, California-based Accounting company. They specialize in Accounting.
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Undisclosed$50 - $99 / hr2 - 9San Francisco, CA
Services provided
Website development firm Raj Dhawan CPA was founded in 2023. The small team focuses on Web Development and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9Sunnyvale, CA
Services provided
BookSmart Financials is a Sunnyvale, California-based Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
Services provided
SI MTG is a Commercial Financing and Insurance Services & Brokers company. The Fremont, California-based team provides Commercial Financing and Insurance Services & Brokers.
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$5,000+Undisclosed10 - 49Bellflower, CA
Services provided
Genesis Accounting Services LLP, an Accounting company, is headquartered in Bellflower, California. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancerLos Angeles, CA
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BlueWave Ledger is an Accounting company. They focus on Accounting and Fractional CFO Services and were established in 2024.
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$10,000+$150 - $199 / hr2 - 9Agoura Hills, CA
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Brett J. Federer Accounting, APC is an Agoura Hills, California-based Accounting company. Launched in 2026, the team specializes in Accounting.
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Undisclosed$200 - $300 / hrFreelancerSan Jose, CA
Services provided
TaxClaim is an Accounting company. The San Jose, California-based firm was established in 2026. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Anaheim, CA
Services provided
MortgageAccountants.com, a small Accounting company, is in Anaheim, California. The team offers Accounting.
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$1,000+< $25 / hr10 - 49Lathrop, CA
Services provided
Launched in 2019, Global Vertex Finance is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+UndisclosedFreelancerLos Angeles, CA
Services provided
LTP Advisory is a Financial Consulting company. Their team is located in Los Angeles, California. The company focuses on Financial Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
Services provided
Financial Advising & Planning company Accurate & Confidential Tax Service was founded in 1997. The small team specializes in Financial Advising & Planning.
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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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Undisclosed$300+ / hr2 - 9Chula Vista, CA
Services provided
Based in Chula Vista, California, Accountaxed is an Accounting company. Founded in 2020, the team offers Accounting and Artificial Intelligence.
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$1,000+$100 - $149 / hr1,000 - 9,999Irvine, CA
Services provided
Marcum LLP, an Accounting company, was launched in 1951. The team specializes in Accounting and is in New York, New York and Irvine, California.
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$10,000+$200 - $300 / hr2 - 9San Francisco, CA
Services provided
Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Chula Vista, CA
Services provided
Accounting company JCSN Accounting Services was established in 2009. The agency provides Accounting, and is small.
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$1,000+$25 - $49 / hr50 - 249Irvine, CA
Services provided
Hiphen Consulting, a Business Consulting company, is headquartered in Dubai, United Arab Emirates and Bengaluru, India. They offer Business Consulting and Accounting and were established in 2021.
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$50,000+$300+ / hr50 - 249Palo Alto, CA
Services provided
Robiquity is an IT strategy consulting company. Based in Manchester, England and Toronto, Canada, the team provides IT strategy consulting and cloud consulting & SI.
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Undisclosed< $25 / hr1,000 - 9,999Santa Ana, CA
Services provided
See all 35 projectsMeru Accounting is an accounting services firm offering bookkeeping, financial statement preparation, and tax preparation. Reviews reveal mixed feedback, with around 60% highlighting timeliness and professionalism in financial reporting, while others note issues with communication and unmet commitments. Clients appreciate Meru's industry-specific expertise and cost-effective solutions, although some have reported concerns about service delivery and responsiveness.
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UndisclosedUndisclosed2 - 9San Jose, CA
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See all 1 projectsS & S Tax Service is an accounting service provider specializing in tax preparation and financial reporting. However, the feedback is overwhelmingly negative, with 100% of reviewers expressing dissatisfaction due to poor communication and failed service delivery. Clients report severe financial repercussions and demand improvements across all areas, highlighting a critical need for better project management and customer service.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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See all 1 projectsJoseph Latif, CPA specializes in Accounting Services, including Tax Preparation and Financial Reporting. However, the reviews indicate significant dissatisfaction, citing unprofessionalism and incomplete tax filing, with one reviewer highlighting a negative experience with poor communication and unfinished work. Overall, the feedback is 100% negative regarding their services.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
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Schulman Lobel is a New York, New York-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed1,000 - 9,999Ontario, CA
Services provided
FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
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$10,000+< $25 / hr1,000 - 9,999South San Francisco, CA
Services provided
Intelassist is an Accounting company. The company is based in Quezon City, Philippines and South San Francisco, California. Their team specializes in Accounting and Call Center Services.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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See all 1 projectsAstute is a professional firm located in the heart of Silicon Valley - San Francisco Bay Area that delivers cutting-edge automated solutions and business consulting services together with
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UndisclosedUndisclosed50 - 249Beverly Hills, CA
Services provided
See all 1 projectsCitrin Cooperman is founded by Niles Citrin and Joel Cooperman and sets up shop in a two bedroom apartment in New York City. Over the next two decades, six firms joined and Citrin Cooperman moves
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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
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 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 -
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 -
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
20.4/40.016.4/20 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
