Top Financial Services Firms in New York City
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves New York City, NYServices 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 York City, NYServices 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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$1,000+$300+ / hr2 - 9Brooklyn, NY
Services provided
MCBtax is an Accounting company. They are in Brooklyn, New York and have small team. Their services include Accounting and Business Consulting.
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Undisclosed$200 - $300 / hr2 - 9Montclair, NJ
Services provided
Law Office Systems, Inc. Is a small Business Consulting company founded in 1985. Their team offers Business Consulting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Rochelle Park, NJ
Services provided
BergerCPAFirst is a small Accounting company. Launched in 1989, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Commerce CPA, LLC is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2015.
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$5,000+$150 - $199 / hr50 - 249Cedarhurst, NY
Services provided
Accounting company RiverEdge Advisors was established in 2018. The midsize team focuses on Accounting.
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$5,000+$50 - $99 / hr10 - 49New York, NY
Services provided
See all 1 projectsFinalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Integrity Coverage Group Inc, an Insurance Services & Brokers company, was founded in 2006. The firm provides Insurance Services & Brokers, and is small.
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$1,000+< $25 / hr2 - 9Brooklyn, NY
Services provided
A2Z Medical Billing Services, a Back Office Outsourcing company, is located in Brooklyn, New York. Founded in 2023, the team focuses on Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9River Edge, NJ
Services provided
Passive Advantage is a Commercial Financing company. They were established in 2021 and offer Commercial Financing and Financial Advising & Planning.
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$25,000+$100 - $149 / hr250 - 999New York, NY
Services provided
Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed10 - 49New York, NY
Services provided
See all 2 projectsOnline Taxman is an accounting services firm specializing in tax preparation and filing. Their reviews reveal significant dissatisfaction, with consistent complaints about poor communication, lack of continuity, and incorrect filings leading to penalties. Approximately 100% of reviewers express negative feedback, highlighting issues in bookkeeping, tax filing, and inadequate financial advice. The recurring theme is their unreliability and high costs, suggesting potential clients should consider alternative options.
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$1,000+$150 - $199 / hr2 - 9New York, NY
Services provided
Spritzer, Kaufman & Company LLP, an Accounting company, is headquartered in New York, New York. They focus on Accounting and were founded in 1993.
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$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Hertz Herson CPA is a midsize Accounting company based in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Michael Petrushansky, CPA PC is an Accounting company in Brooklyn, New York. The team focuses on Accounting.
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Undisclosed$100 - $149 / hr50 - 249New Rochelle, NY
Services provided
RLN US LLP is a midsize Accounting company located in New Rochelle, New York. Their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Bogota, NJ
Services provided
JPT Financial Solutions Inc. Is an Accounting company. The team provides Accounting and Business Consulting and is in Bogota, New Jersey.
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$5,000+$300+ / hr2 - 9New York, NY
Services provided
Detaxify - Tax Relief is a Business Consulting company founded in 2017. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Hoboken, NJ
Services provided
Kordis is a Fractional CFO Services company. The Hoboken, New Jersey-based company was founded in 2022. Their team focuses on Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
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Undisclosed$100 - $149 / hr10 - 49New York, NY
Services provided
Finance & Accounting Outsourcing (FAO) and Accounting company ProfitLine LLC was founded in 2013. The small team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$100 - $149 / hr50 - 249New York, NY
Services provided
Outsourced Accountants Oman is a New York, New York-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49New York, NY
Services provided
BestPro Bookkeeping & Tax is a small Accounting company founded in 2021. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Clifton, NJ
Services provided
Business Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9New York, NY
Services provided
Alliance Risk, an Insurance Services & Brokers and Insurance Law company, was established in 2025. The small team focuses on Insurance Services & Brokers and Insurance Law.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Steinberg, Steckler & Picciurro is an Accounting company founded in 1950. The agency specializes in Accounting, and is small.
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
My Presentation Designer is an Advertising company. The New York, New York-based team provides Advertising and Branding.
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Undisclosed$50 - $99 / hr2 - 9Cranford, NJ
Services provided
CGMV Tax & Accounting, an Accounting company, offer Accounting and Business Consulting. They were launched in 2018.
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$1,000+$50 - $99 / hr2 - 9Union, NJ
Services provided
Accounting company KelliWorks Accounting Firm is based in Union, New Jersey. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hr10 - 49New York, NY
Services provided
ArgoMetrix is a branding firm in New York, New York. The team focuses on Branding and Marketing Strategy.
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$1,000+< $25 / hr50 - 249Paterson, NJ
Services provided
Located in Paterson, New Jersey, Aberrant Digital Services is a branding company. The team focuses on Branding and Marketing Strategy.
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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 - 9,999New York, 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+$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 - 49Jersey City, NJ
Services provided
Accounting company Scale CPA was launched in 2021. Located in Jersey City, New Jersey, the team provides Accounting and Financial Advising & Planning.
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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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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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$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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$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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UndisclosedUndisclosed50 - 249Teaneck, NJ
Services provided
In Teaneck, New Jersey, Trademark Lobby is a web design company. They specialize in Web Design and Business Consulting.
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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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$1,000+$25 - $49 / hr50 - 249Woodbridge Township, NJ
Services provided
Trademark Registrations Experts is a midsize Business Consulting company. Launched in 2019, the team offers Business Consulting and Intellectual Property Law.
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UndisclosedUndisclosed10 - 49New Rochelle, NY
Services provided
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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$1,000+$25 - $49 / hr50 - 249Queens, NY
Services provided
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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$1,000+Undisclosed2 - 9Jersey City, NJ
Services provided
Skin Rights LLC is a small Conversion Optimization company established in 2018. Their services include Conversion Optimization and BI & big data consulting & SI.
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List of the Top 15 New York City 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 - 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% 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 -
$1,000+$100 - $149 / hr10 - 49Hoboken, NJ
Ability to deliver
22.7/40.016.2/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
75% Accounting25% 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 -
$5,000+< $25 / hr50 - 249Brooklyn, NY
Ability to deliver
22.4/40.017.2/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% 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 -
$10,000+$150 - $199 / hr1,000 - 9,999New York, NY
Ability to deliver
22.1/40.016.2/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49New York, 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+< $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 -
$1,000+$300+ / hr10 - 49Teaneck, NJ
Ability to deliver
21.3/40.016.4/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
40% Accounting60% 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 -
$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 -
UndisclosedUndisclosed10 - 49River Edge, NJ
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 -
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 -
UndisclosedUndisclosed250 - 999New York, NY
Ability to deliver
9.8/40.09.8/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
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 -
$5,000+$300+ / hr10 - 49New York, NY
Ability to deliver
7.6/40.00/20 Reviews2.4/10 Clients & Experience5.2/10 Market PresenceService focus
75% Accounting25% Other
