Top Financial Services Firms in California
-
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.
-
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.
Read more -
$1,000+Undisclosed1,000 - 9,999Irvine, CA
Services provided
See all 10 projectsPacific Accounting & Business Services is an accounting firm specializing in bookkeeping, tax preparation, financial reporting, and accounting services. Reviews highlight their efficiency, timely delivery, and strong communication, with over 90% of feedback being positive. Clients commend their detail-oriented approach and value for cost, with 80% noting their impressive project management skills.
-
$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.
Read more -
$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.
Read more -
UndisclosedUndisclosed10 - 49Chula Vista, CA
Services provided
Accounting company JCSN Accounting Services was established in 2009. The agency provides Accounting, and is small.
Read more -
$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.
Read more -
$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.
Read more -
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.
-
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
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.
-
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
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.
-
$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Schulman Lobel is a New York, New York-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed1,000 - 9,999Ontario, CA
Services provided
FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
Read more -
$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.
Read more -
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
Read more -
$1,000+$25 - $49 / hr10 - 49San Francisco, CA
Services provided
Bregante + Company, an Accounting company, focus on Accounting. They were launched in 1976.
Read more -
$1,000+$100 - $149 / hr10 - 49Pleasant Hill, CA
Services provided
Spiegel Accountancy Corp is a small Accounting company located in Pleasant Hill, California. Their services include Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49Redwood City, CA
Services provided
Launched in 2004, EM Marketing is a branding company. The team focuses on Branding and Content Marketing and is headquartered in Redwood City, California.
Read more -
$5,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Kento Systems is a small Accounting company. Launched in 1990, the team offers Accounting and Branding.
Read more -
$1,000+< $25 / hr50 - 249San Francisco, CA
Services provided
Countsy is a midsize Accounting company headquartered in San Francisco, California. The team provides Accounting and Back Office Outsourcing.
Read more -
$1,000+< $25 / hr250 - 999Livermore, CA
Services provided
Performant is an answering service launched in 1976. The team focuses on Call Center Services and Accounting.
Read more -
$1,000+< $25 / hr10 - 49San Francisco, CA
Services provided
HireAthena is an Accounting company. They are located in San Francisco, California and have small team. Their services include Accounting and Call Center Services.
Read more -
$1,000+< $25 / hr2 - 9Oakland, CA
Services provided
Accounting company Nonprofit Suite was launched in 2005. The team specializes in Accounting and Back Office Outsourcing.
Read more -
$5,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Officengine is an Accounting company. The team is headquartered in San Francisco, California, and their services include Accounting and Back Office Outsourcing.
Read more -
$1,000+< $25 / hr2 - 9San Francisco, CA
Services provided
In San Francisco, California, CEO Services USA is an Accounting company. The team offers Accounting and Back Office Outsourcing.
Read more -
$1,000+$25 - $49 / hr50 - 249Riverside, CA
Services provided
G&A Partners, a Recruiting company, is headquartered in Scottsdale, Arizona and Riverside, California. They offer Recruiting and HR Outsourcing.
Read more -
$1,000+$25 - $49 / hr50 - 249San Marcos, CA
Services provided
IT managed services company Tri-Community Answering Service was launched in 1968. The midsize team offers IT managed services and Call Center Services.
Read more -
$1,000+$25 - $49 / hr2 - 9Fresno, CA
Services provided
SBA Accounting & Tax Solutions is a Fresno, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr2 - 9Fresno, CA
Services provided
Roeser Accountancy Corporation is an Accounting company. They are in Fresno, California, and their services include Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49Fresno, CA
Services provided
Finch, Rowland & Shoopman, LLP, an Accounting company, is in Fresno, California. The team focuses on Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr10 - 49Fresno, CA
Services provided
Michael & Company, CPA is a small Fresno, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr10 - 49Fresno, CA
Services provided
MBS Accountancy Corporation is a small Fresno, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr10 - 49Fresno, CA
Services provided
Launched in 2003, Wiebe Hinton Hambalek, LLP is an Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr10 - 49Fresno, CA
Services provided
Accounting company W CPA Group was founded in 1990. The company focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
Kondler & Associates is a small Las Vegas, Nevada-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
Trimble & Company, a small Accounting company, is located in Riverside, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
Teaman, Ramirez & Smith, Inc. Is an Accounting company established in 1929. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Seigler Tweedlie CPAs, an Accounting company, offers Accounting and Business Consulting. The company is based in Riverside, California.
Read more -
UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
RP&B CPAs, an Accounting company, was launched in 1985. The team provides Accounting and is in Riverside, California.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Shawn Washington Accountancy Corporation is a Riverside, California-based Accounting company. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Marcia L. Campbell, CPA is a small Riverside, California-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
Eadie + Payne LLP is an Accounting company. They provide Accounting and Business Consulting and were founded in 1919.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Accounting company Shogren & Associates was established in 2009. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Allen Hoglund, Certifed Public Accountant is a small Riverside, California-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Jacobs Jill, CPA is a Sacramento, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Sacramento, CA
Services provided
BFBA is an Accounting company launched in 1983. The firm offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Sacramento, CA
Services provided
Gilbert Associates, Inc. Is an Accounting company. Their midsize team of employees is based in Sacramento, California. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Sacramento, CA
Services provided
In Sacramento, California, Fechter & Company is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
John Waddell & Company is an Accounting company. Their small team is located in Sacramento, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Accounting company Bulletproof Tax & Accounting Firm was established in 2005. The firm offers Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Established in 1975, Yoder & Co., CPA, a small Accounting company, is located in Sacramento, California. Their services include Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 California Financial Services Companies
-
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
