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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$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
Services provided
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
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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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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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Undisclosed$100 - $149 / hr50 - 249Los Angeles, CA
Services provided
FlowFi, an Accounting company, was founded in 2020. The midsize team focuses on Accounting and Back Office Outsourcing.
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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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$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.
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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
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.
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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.
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$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.
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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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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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$1,000+$25 - $49 / hr10 - 49San Francisco, CA
Services provided
Bregante + Company, an Accounting company, focus on Accounting. They were launched in 1976.
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$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.
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$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.
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$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.
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$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.
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$1,000+< $25 / hr250 - 999Livermore, CA
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Performant is an answering service launched in 1976. The team focuses on Call Center Services and Accounting.
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$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.
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$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.
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$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.
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$1,000+< $25 / hr2 - 9San Francisco, CA
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In San Francisco, California, CEO Services USA is an Accounting company. The team offers Accounting and Back Office Outsourcing.
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$1,000+$25 - $49 / hr50 - 249Riverside, CA
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G&A Partners, a Recruiting company, is headquartered in Scottsdale, Arizona and Riverside, California. They offer Recruiting and HR Outsourcing.
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$1,000+$25 - $49 / hr50 - 249San Marcos, CA
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IT managed services company Tri-Community Answering Service was launched in 1968. The midsize team offers IT managed services and Call Center Services.
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$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.
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$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.
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$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.
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$1,000+$25 - $49 / hr10 - 49Fresno, CA
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Michael & Company, CPA is a small Fresno, California-based Accounting company. Their services include Accounting and Business Consulting.
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$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.
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$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.
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$1,000+$25 - $49 / hr10 - 49Fresno, CA
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Accounting company W CPA Group was founded in 1990. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Kondler & Associates is a small Las Vegas, Nevada-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Riverside, CA
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Trimble & Company, a small Accounting company, is located in Riverside, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Riverside, CA
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Teaman, Ramirez & Smith, Inc. Is an Accounting company established in 1929. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Seigler Tweedlie CPAs, an Accounting company, offers Accounting and Business Consulting. The company is based in Riverside, California.
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UndisclosedUndisclosed10 - 49Riverside, CA
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RP&B CPAs, an Accounting company, was launched in 1985. The team provides Accounting and is in Riverside, California.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Shawn Washington Accountancy Corporation is a Riverside, California-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Marcia L. Campbell, CPA is a small Riverside, California-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Riverside, CA
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Eadie + Payne LLP is an Accounting company. They provide Accounting and Business Consulting and were founded in 1919.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Accounting company Shogren & Associates was established in 2009. The agency specializes in 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 -
$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 -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
30.9/40.016.2/20 Reviews7.2/10 Clients & Experience7.5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Ability to deliver
27.4/40.017.6/20 Reviews1.5/10 Clients & Experience8.3/10 Market PresenceService focus
100% Insurance Services & Brokers -
$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 -
$5,000+$150 - $199 / hr50 - 249Irvine, CA
Ability to deliver
24.1/40.018.4/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
20% Accounting80% 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+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
23.7/40.016.2/20 Reviews2/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
$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 -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
23.6/40.016.2/20 Reviews1.5/10 Clients & Experience6/10 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
