Top Financial Services Firms in New York City
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Featured
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$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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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 - 9Hackensack, NJ
Services provided
Launched in 2024, Prosolve CPA is a small Accounting company located in Hackensack, New Jersey. Their team provides Accounting and Financial Advising & Planning.
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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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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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$1,000+$50 - $99 / hr2 - 9Jersey City, NJ
Services provided
Accounting company AccMan Consultancy was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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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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$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
Services provided
See all 1 projectsAccount Prism is a professional accounting services firm specializing in financial analysis, management reporting, and revenue cycle management. With a team of 20, they effectively addressed financial challenges faced by clients, leading to improved performance and sustainable growth. Their services are praised for professionalism and responsiveness, with 100% positive feedback highlighting their strategic insights and actionable recommendations.
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UndisclosedUndisclosed2 - 9Livingston, NJ
Services provided
Monaco CPA is an Accounting company. They focus on Accounting and Digital Asset Management and were founded in 2025.
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$10,000+$200 - $300 / hr2 - 9New York, NY
Services provided
Wharton Wealth Planning, a Financial Advising & Planning company, was established in 2006. The firm provides Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerNew York, NY
Services provided
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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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Israeloff, Trattner & Co., an Accounting company, is in New York, New York and Garden City, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New Rochelle, NY
Services provided
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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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).
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$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.
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$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.
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UndisclosedUndisclosed2 - 9Perth Amboy, NJ
Services provided
Bose Tax & Accounting LLC is an Accounting company. Their team is in Perth Amboy, New Jersey and provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Oradell, NJ
Services provided
Founded in 2015, Chenellen CPA Firm is a small Oradell, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Ozone Park, NY
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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.
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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).
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UndisclosedUndisclosed10 - 49Jersey City, NJ
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.
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UndisclosedUndisclosedFreelancerFair Lawn, NJ
Services provided
Benjamin Regev CPA, a small Accounting company, is located in Fair Lawn, New Jersey. Their services include Accounting and Financial Advising & Planning.
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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).
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UndisclosedUndisclosed2 - 9bayside, NY
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Smartbooks360, a Finance & Accounting Outsourcing (FAO) and Accounting company, provides Finance & Accounting Outsourcing (FAO) and Accounting. The company is headquartered in bayside, New York.
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$5,000+$150 - $199 / hrFreelancerWayne, NJ
Services provided
Ascend Accounting Advisory, LLC, a Fractional CFO Services company, is headquartered in Wayne, New Jersey. The team focuses on Fractional CFO Services and Accounting.
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$1,000+$100 - $149 / hr10 - 49Carle Place, NY
Services provided
Accounting company JT Shulman & Company is headquartered in Carle Place, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Valhalla, NY
Services provided
See all 1 projectsSternbach & Rose, CPAs is an accounting firm offering services such as bookkeeping, tax preparation, and financial consulting. Clients commend their expertise, reliability, and personalized approach, with 100% positive feedback highlighting time savings and accurate IRS compliance. Notably, Sternbach & Rose is praised for effective communication and expertise in handling specialized business needs.
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$25,000+$25 - $49 / hr250 - 999Edison, NJ
Services provided
Integrated Resources Inc is a Recruiting company headquartered in Edison, New Jersey and Cambridge, Massachusetts. Launched in 1996, the team offers Recruiting and Staffing.
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$1,000+$100 - $149 / hr10 - 49Hicksville, NY
Services provided
Castellano, Korenberg and Co. Is an Accounting company. The Hicksville, New York-based firm focuses on Accounting.
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$1,000+$50 - $99 / hr50 - 249Metuchen, NJ
Services provided
Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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$1,000+$100 - $149 / hr2 - 9Garden City, NY
Services provided
Boris Benic and Associates is an Accounting company. They provide Accounting and were established in 1993. The company is located in Garden City, New York.
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$1,000+< $25 / hr2 - 9Edison, NJ
Services provided
Akshar MediSolutions - Medical Billing and Coding Services is a small Back Office Outsourcing company. They specialize in Back Office Outsourcing and Accounting and were established in 2022.
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$10,000+$300+ / hr2 - 9Merrick, NY
Services provided
Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.
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$1,000+$150 - $199 / hr10 - 49Westbury, NY
Services provided
Dalal Associates is an Accounting company. Launched in 1980, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Freehold, NJ
Services provided
See all 1 projectsDubnik & Associates, LLC is a firm specializing in accounting services, including tax preparation and financial advisory. Feedback highlights their competence and responsive project management, with 100% of reviewers praising their organization and communication. Clients appreciate the personal attention and professionalism provided by their team, particularly noting the expertise of team member Rob.
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UndisclosedUndisclosed50 - 249Hicksville, NY
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CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Parsippany-Troy Hills, NJ
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Insurance Services & Brokers company BCS is located in Parsippany-Troy Hills, New Jersey. They focus on Insurance Services & Brokers and Procurement Support and were founded in 2011.
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$1,000+$100 - $149 / hr10 - 49Woodbury, NY
Services provided
G.R. Reid is a small Accounting company in Woodbury, New York and Boca Raton, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mamaroneck, NY
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Launched in 1991, Paldino Company CPA is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49East Brunswick, NJ
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SAI CPA Services is a Commercial Financing company launched in 2004. Headquartered in East Brunswick, New Jersey, the team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Baldwin, NY
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Located in Baldwin, New York, Pierre-Louis & Associates CPA, P.C. Is a small Accounting company. Their services include Accounting.
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$1,000+$200 - $300 / hr2 - 9Uniondale, NY
Services provided
Launched in 2011, IFG Corporate Accounting Services is a small Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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$1,000+$100 - $149 / hr10 - 49Harrison, NY
Services provided
A. Uzzo & Company is an Accounting company. They are based in Harrison, New York and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wyckoff, NJ
Services provided
OneBooks LLC, an Accounting company, is in Wyckoff, New Jersey. Their services include Accounting and Finance Law.
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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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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
