Top Financial Services Firms in California
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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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UndisclosedUndisclosed2 - 9Davis, CA
Services provided
Accounting company Newman Associates CPA is located in Davis, California. They offer Accounting and Business Consulting and were established in 1998.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Terry L. Stone, CPA, a small Accounting company, is located in Fresno, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Scotts Valley, CA
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Small Business Consulting Inc is an Accounting company. Founded in 1967, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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Finance & Accounting Outsourcing (FAO) company Payco was founded in 2021. The agency specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+$150 - $199 / hr2 - 9West Hollywood, CA
Services provided
Matei & Co. Is an Accounting company. Their small team is headquartered in West Hollywood, California. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
WWSA CPAs is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9San Francisco, CA
Services provided
California Accounting Center, an Accounting company, was launched in 1993. The firm provides Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
HRH Accountancy Corporation is an Accounting company. The San Francisco, California-based agency was launched in 1986. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Schwartz, Platz & Associates, CPA is a small Sacramento, California-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Glendale, CA
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CHARLES ANDREW, CPA is an Accounting company. They are based in Glendale, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Virtual Tax Accountant is an Accounting company. Their small team is located in Pasadena, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Located in Los Angeles, California, Unchained Financial Services is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerBurbank, CA
Services provided
Server & Associates is an Accounting company. They are in Burbank, California and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Accounting company ALLIANCE TAX ADVOCATE is located in Santa Ana, California. They provide Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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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
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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
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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
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IMAccounting is a San Diego, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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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
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Jamie L. Walling, CPA, Inc. Is an Accounting company founded in 2008. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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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
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Accounting company Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services offers Accounting. They were established in 2023.
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UndisclosedUndisclosed10 - 49Monrovia, CA
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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
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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 - 9Orange, CA
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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 - 49Irvine, CA
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Sagelight Accounting LLC is an Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2024.
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$1,000+< $25 / hr2 - 9West Covina, CA
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Taxefide is an Accounting company. Their team is based in Karachi, Pakistan and West Covina, California and offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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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
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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
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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
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Accounting company Helfman Davis & Associates was launched in 1988. The agency offers Accounting.
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Undisclosed$50 - $99 / hrFreelancerSan Diego, CA
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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
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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
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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
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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
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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
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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
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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
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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
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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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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
