Top Financial Services Firms in New York
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves New YorkServices 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 New YorkServices 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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$5,000+< $25 / hr10 - 49New York, NY
Services provided
Otterz, Inc. Is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO), and the firm is based in New York, New York.
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$10,000+$150 - $199 / hr1,000 - 9,999Hawthorne, NY
Services provided
Linux Cyber Security., a Cybersecurity company, is in Hawthorne, New York and New York, New York. They specialize in Cybersecurity and Accounting.
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$1,000+$50 - $99 / hr2 - 9Uniondale, NY
Services provided
Joy the Bookkeeper is an Accounting company. Launched in 2019, the agency is headquartered in Uniondale, New York. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bay Shore, NY
Services provided
ClickPrefer, an Insurance Services & Brokers company, is in Bay Shore, New York. They specialize in Insurance Services & Brokers and Branding and were launched in 2020.
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$1,000+$100 - $149 / hr10 - 49Inwood, NY
Services provided
Smallbiz Outsource is a Back Office Outsourcing company. Launched in 2009, their team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Floral Park, NY
Services provided
Established in 2007, Davidoff Accounting & Tax Services is a Business Consulting company. The company provides Business Consulting and Accounting, and is small.
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$10,000+Undisclosed2 - 9New York, NY
Services provided
Griffin Healthcare Advisors is a small Business Consulting company founded in 2020. Their services include Business Consulting and Cybersecurity.
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UndisclosedUndisclosed10 - 49Bedford Hills, NY
Services provided
AMU Consultant is a Business Consulting company launched in 2020. The firm focuses on Business Consulting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
Counto is an Accounting company. They are headquartered in New York, New York and have midsize team. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Queens, NY
Services provided
Tax Accounting Direct, an Accounting company, offer Accounting. They were established in 2000.
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$5,000+< $25 / hr50 - 249Brooklyn, NY
Services provided
See all 6 projectsAcgile is a comprehensive accounting services firm with expertise in bookkeeping, financial reporting, and audit services. The company consistently receives positive feedback, with clients praising their on-time delivery, responsiveness, and reliability. Approximately 95% of reviews highlight their efficiency in improving financial processes and ensuring compliance, although some suggest a focus on continuous improvement for innovation.
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$50,000+$25 - $49 / hr50 - 249Buffalo, NY
Services provided
Broker Stations, an Accounting company, was established in 2000. The company focuses on Accounting.
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$1,000+$200 - $300 / hr10 - 49New York, NY
Services provided
Auriga Advisers is a New York, New York-based Accounting company. Established in 2010, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr2 - 9New York, NY
Services provided
LFJ Accounting Services, CPA is a small Finance & Accounting Outsourcing (FAO) company established in 2017. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hr2 - 9New York, NY
Services provided
QMK Consulting, LLC. Is an Accounting company. The New York, New York-based company was established in 2021. Their services include Accounting and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Piermont, NY
Services provided
Accounting company Haven was founded in 2023. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9West Babylon, NY
Services provided
Value Tax Services is an Accounting and Financial Advising & Planning company established in 2019. The company offers Accounting and Financial Advising & Planning, and is small.
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
MedeXOne LLC, a Back Office Outsourcing company, was established in 2023. The small team provides Back Office Outsourcing and Insurance Services & Brokers.
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$1,000+< $25 / hr2 - 9White Plains, NY
Services provided
Bota Group is an answering service company. Their small team of employees is located in White Plains, New York. Their team focuses on Call Center Services and Customer Service Outsourcing.
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$1,000+Undisclosed2 - 9Hauppauge, NY
Services provided
United Tax Group is a small Hauppauge, New York-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr50 - 249New York, NY
Services provided
Brand Tempest is a social media marketing agency. Their team is in New York, New York. The company specializes in Social Media Marketing and Conversion Optimization.
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
IQTaxHub is an Accounting and Tax Law company. They offer Accounting and Tax Law and were founded in 2024.
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$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
SiliconWhiz is an UX agency. Based in New York, New York, the agency provides UX/UI Design and Custom Software Development.
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UndisclosedUndisclosed10 - 49New Rochelle, NY
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Headquartered in New Rochelle, New York, Continuum CPA is a small Accounting company. The team offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Brooklyn, NY
Services provided
Accounting company SAP & SAP CORP was founded in 2019. Headquartered in Brooklyn, New York, the team focuses on Accounting and Transcription.
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UndisclosedUndisclosed2 - 9Haverstraw, NY
Services provided
John W. Robinson CPA is an Accounting company. The team focuses on Accounting, and the firm is located in Haverstraw, New York.
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$1,000+$25 - $49 / hr50 - 249Queens, NY
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Launched in 2023, Trademark Elevate, a midsize web design agency, is located in Queens, New York. Their team specializes in Web Design and Business Consulting.
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Undisclosed< $25 / hr10 - 49New York, NY
Services provided
Fincera Accounting is an Accounting company. The New York, New York-based firm was launched in 2020. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Uniondale, NY
Services provided
Founded in 2015, Shah & Associates is a Business Consulting company. The company offers Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
Services provided
GBFS International is a midsize Financial Consulting and Financial Advising & Planning company. Founded in 2010, the team specializes in Financial Consulting and Financial Advising & Planning.
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$10,000+$100 - $149 / hr10 - 49Albany, NY
Services provided
HealthIQ, a Business Consulting company, is in Albany, New York. They provide Business Consulting and Back Office Outsourcing and were established in 2018.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
In New York, New York, TrueBind is an Insurance Services & Brokers company. They provide Insurance Services & Brokers and were launched in 2025.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Finance & Accounting Outsourcing (FAO) company FITR Technologies was launched in 2023. The team offers Finance & Accounting Outsourcing (FAO) and ERP consulting and SI.
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$10,000+Undisclosed10 - 49New York, NY
Services provided
Launched in 2024, Zeerak Advisory is a Finance & Accounting Outsourcing (FAO) company. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$150 - $199 / hr1,000 - 9,999New York, NY
Services provided
See all 4 projectsCrowe LLP, formerly known as Crowe Horwath, is a consulting firm specializing in CRM solutions, particularly Microsoft Dynamics CRM. Feedback from clients is overwhelmingly positive, with an emphasis on their technical expertise and responsive project management. Nearly 100% of reviewers highlight their ability to deliver high-quality, customized solutions efficiently, often exceeding expectations by understanding and addressing unique business needs.
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UndisclosedUndisclosed10 - 49New City, NY
Services provided
Avetalive Inc., an Accounting company, provides Accounting and Business Consulting. The firm is located in New City, New York.
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UndisclosedUndisclosed2 - 9White Plains, NY
Services provided
Get Help Tax and Bookkeeping is an Accounting company. They offer Accounting and were established in 2017.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
Miller & Company LLP is an Accounting company headquartered in New York, New York. Founded in 1986, the team provides Accounting and Business Consulting.
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$1,000+$100 - $149 / hr250 - 999New York, NY
Services provided
Gelfand, Rennert & Feldman is a midsize Accounting company founded in 1967. Their team focuses on Accounting.
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UndisclosedUndisclosedFreelancerNew York, NY
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C York CPA is an Accounting company established in 1987. The team focuses on Accounting and is located in New York, New York.
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UndisclosedUndisclosed2 - 9New York, NY
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Goldfine & Co CPAs is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mamaroneck, NY
Services provided
Launched in 1991, Paldino Company CPA is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New Rochelle, NY
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Located in New Rochelle, New York, TaxAssurances, LLC is a Tax Law company. Founded in 2011, the team offers Tax Law and Business Consulting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
I&U CPA is an Accounting company. Located in New York, New York, their team provides Accounting.
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Undisclosed$50 - $99 / hrFreelancerBronx, NY
Services provided
Accounting company Cruz Income Tax & Payroll Services focuses on Accounting. They were founded in 2012.
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UndisclosedUndisclosed2 - 9New York, NY
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John F. Craven CPA LLC, a small Accounting company, is in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9The Bronx, NY
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Headquartered in The Bronx, New York, ASR Accounting & Tax LLC is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Upside Tax is an Accounting company. The New York, New York-based company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Melville, NY
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Kyle F. Lester, CPA PC, an Accounting company, was launched in 1988. The team focuses on Accounting and Business Consulting and is headquartered in Melville, New York.
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$5,000+$300+ / hr10 - 49New York, NY
Services provided
Accounting company Akram | Assurance, Advisory & Tax Firm specializes in Accounting and Business Consulting. They were established in 2013.
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List of the Top 15 New York Financial Services Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$1,000+$100 - $149 / hr2 - 9New York, NY
Ability to deliver
24.4/40.016.2/20 Reviews3/10 Clients & Experience5.2/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$200 - $300 / hr2 - 9Staten Island, NY
Ability to deliver
23.6/40.016.4/20 Reviews1.4/10 Clients & Experience5.8/10 Market PresenceService focus
75% Accounting25% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
10% Financial Advising & Planning50% Insurance Services & Brokers40% Other -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Ability to deliver
23.5/40.017/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed2 - 9Valley Stream, NY
Ability to deliver
23.2/40.015.6/20 Reviews2/10 Clients & Experience5.6/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
22.9/40.015.6/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$150 - $199 / hr10 - 49New York, NY
Ability to deliver
22.6/40.016.2/20 Reviews1/10 Clients & Experience5.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr50 - 249Brooklyn, NY
Ability to deliver
22.2/40.017.2/20 Reviews0/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Buffalo, NY
Ability to deliver
22/40.016.2/20 Reviews1.4/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Jackson Heights, NY
Ability to deliver
21.6/40.016.2/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
80% Accounting10% Financial Advising & Planning10% Other -
$25,000+$300+ / hr2 - 9New York, NY
Ability to deliver
21.4/40.017.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Ability to deliver
20.4/40.016.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr10 - 49new york, NY
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Hauppauge, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9Valhalla, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Buffalo, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9New York, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed2 - 9Flushing, NY
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999New York, NY
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Pittsford, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
8.6/40.00/20 Reviews1.8/10 Clients & Experience6.9/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
Undisclosed$100 - $149 / hr2 - 9New York, NY
Ability to deliver
27.7/40.017.6/20 Reviews5.1/10 Clients & Experience5/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed< $25 / hr250 - 999New York, NY
Ability to deliver
20.8/40.013/20 Reviews1.3/10 Clients & Experience6.4/10 Market PresenceService focus
10% Accounting90% Other
