Top Financial Services Firms in New York
-
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.
-
$1,000+$100 - $149 / hr10 - 49Jericho, NY
Services provided
Rogers & Company is an Accounting company. They offer Accounting and are located in Jericho, New York.
Read more -
$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
BackOffice is a small Accounting company headquartered in New York, New York. The team focuses on Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49Great Neck, NY
Services provided
Launched in 1930, L.H. Rosoff & Company is a small Accounting company headquartered in Great Neck, New York. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Albany, NY
Services provided
Accounting company Elite Business Solutions is headquartered in Albany, New York. Launched in 2009, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9South Ozone Park, NY
Services provided
W. Scully, CPA, P.C. Is an Accounting company. The South Ozone Park, New York-based firm was launched in 2010. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerNew York, NY
Services provided
The Firm of Sheldon L. Richards, CPA, MS, a small Business Consulting company, is in New York, New York. The team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr250 - 999New York, NY
Services provided
Headway Bpo Solutions Pvt Ltd is an Accounting company. Located in New Delhi, India and New York, New York, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Republic Groups, an Accounting company, provide Accounting. They were established in 2010.
Read more -
$5,000+$300+ / hrFreelancerAlbany, NY
Services provided
Lutz Tax Services, an Accounting company, is in Albany, New York. They offer Accounting and were established in 2023.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
In New York, New York, ACE'd Accounting Solutions is a small Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9bayside, NY
Services provided
Smartbooks360, a Finance & Accounting Outsourcing (FAO) and Accounting company, provides Finance & Accounting Outsourcing (FAO) and Accounting. The company is headquartered in bayside, New York.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 1 projectsHan Group LLC is an accounting services firm specializing in financial management for nonprofit organizations, offering services such as bookkeeping, tax preparation, and audits. Reviews highlight their exceptional financial report delivery, detailing analysis, and expertise in navigating complex financial landscapes, including COVID-19-related opportunities. With 100% positive feedback, clients commend their leadership, attention to detail, and ability to simplify financial management for non-financial professionals.
-
UndisclosedUndisclosed10 - 49Rochester, NY
Services provided
Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
Read more -
UndisclosedUndisclosed10 - 49Brockport, NY
Services provided
Thaney & Associates CPAs, P.C. Is a small Orlando, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$100 - $149 / hr250 - 999New York, NY
Services provided
Founded in 1981, Nigro Karlin Segal Feldstein & Bolno, a midsize Accounting company, is headquartered in Los Angeles, California and San Francisco, California. Their team specializes in Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49Brooklyn, NY
Services provided
Accounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
Read more -
UndisclosedUndisclosed2 - 9Garden City, NY
Services provided
See all 1 projectsMike Aversano CPA PC is an accounting services firm offering tax preparation and financial advisory services. However, feedback from reviews indicates a significant lack of communication and professionalism, with 100% of reviewers reporting negative experiences and unmet expectations. Clients describe the firm as unresponsive and unprofessional, cautioning potential clients against engaging with their services.
-
UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
PCS Global Group, an Accounting company, is in Ahmedabad, India and Ahmedabad, India. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$100 - $149 / hr250 - 999Colonie, NY
Services provided
Wolf & Company is an Accounting company. They are headquartered in Boston, Massachusetts and Springfield, Massachusetts and have midsize team. They provide Accounting.
Read more -
$1,000+$25 - $49 / hr250 - 999Suffern, NY
Services provided
FGC+ is a Back Office Outsourcing company based in Suffern, New York and Davao City, Philippines. Established in 2011, the team focuses on Back Office Outsourcing and Call Center Services.
Read more -
$5,000+$50 - $99 / hr1,000 - 9,999New York, NY
Services provided
Datamatics Business Solutions Inc, a Marketing Strategy company, was founded in 1982. In Mumbai, India and New York, New York, the team provides Marketing Strategy and Sales Outsourcing.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Diversify Offshore Staffing Solutions is a Back Office Outsourcing company. They were established in 2011, and their services include Back Office Outsourcing and Accounting.
Read more -
$1,000+$100 - $149 / hr50 - 249East Syracuse, NY
Services provided
FMF&E is a midsize East Syracuse, New York-based Accounting company. Their services include Accounting.
Read more -
$1,000+< $25 / hr10,000+New York, NY
Services provided
Genpact is a Back Office Outsourcing company. Their team is in New York, New York and specializes in Back Office Outsourcing and Artificial Intelligence.
Read more -
$1,000+< $25 / hr50 - 249Webster, NY
Services provided
Datrose is a call center company in Webster, New York. Founded in 1976, the team focuses on Call Center Services and Accounting.
Read more -
$1,000+< $25 / hr1,000 - 9,999New York, NY
Services provided
Vee Technologies is an AI development company located in New York, New York. Their services include Artificial Intelligence and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
See all 1 projectsConlon & Company specializes in bookkeeping, tax preparation, and corporate filings. However, reviews indicate significant dissatisfaction with their performance, citing frequent mistakes, poor communication, and unfulfilled contractual obligations. Overall, clients experienced inefficiencies that resulted in additional costs and frustration.
-
UndisclosedUndisclosed50 - 249Rochester, NY
Services provided
DeJoy, Knauf & Blood LLP is an Accounting company headquartered in Rochester, New York. They offer Accounting and Business Consulting and were founded in 1990.
Read more -
UndisclosedUndisclosed50 - 249Rochester, NY
Services provided
Mengel, Metzger, Barr & Co. LLP, an Accounting company, was launched in 1975. The firm focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Rochester, NY
Services provided
Nacca & Capizzi, LLP is an Accounting company. They were launched in 1979, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Small Accounting company George Peter Klee CPA, is based in Rochester, New York. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Founded in 1972, Heveron & Company CPAs is an Accounting company. The team specializes in Accounting and is based in Rochester, New York.
Read more -
UndisclosedUndisclosed10 - 49Rochester, NY
Services provided
In Rochester, New York, DeMott & Smith CPA’s, P.C. Is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
Stokes, Visca, & Company LLP is a small Accounting company headquartered in Rochester, New York. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Rochester, NY
Services provided
Established in 1960, EFPR Group LLP is an Accounting company. Headquartered in Rochester, New York, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Business Consulting company The Kenrich Group LLC is headquartered in New York, New York. Established in 2004, the team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed250 - 999New York, NY
Services provided
Infinity Consulting Solutions is a midsize Accounting and HR Consulting company launched in 2001. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Astoria, NY
Services provided
Small Accounting company Chase Accounting Firm, is based in Astoria, New York. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
Abacus Group, LLC, a Staffing company, offer Staffing and Recruiting. They were founded in 1997.
Read more -
UndisclosedUndisclosed50 - 249New York, NY
Services provided
The Custom Group of Companies is a Business Consulting company. Founded in 1986, the agency focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Articulate Communications Inc. Is a public relations company. They are in New York, New York and have small team. Their services include Public Relations and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Flushing, NY
Services provided
Kelly T & Liu, CPA is an Accounting company headquartered in Flushing, New York. Established in 2005, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Mark E Feinsot, CPA is a small Accounting company located in New York, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Haque CPA is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Cathedral Consulting is an Accounting company. The New York, New York-based company was launched in 2005. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Go Accountants is an Accounting company. Based in New York, New York, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Brown Resumes, an Accounting and Business Consulting company, was founded in 2017. They specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
Inemer & Wolf LLP is an Accounting company. Launched in 2004, the agency is located in New York, New York. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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 New York Financial Services Companies
-
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
