Top Financial Services Firms in Orange County
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Orange County, CAServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$25,000+Undisclosed250 - 999Serves Orange County, CAServices 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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$10,000+< $25 / hr50 - 249Newport Beach, CA
Services provided
Launched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
See all 2 projectsDCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.
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$1,000+$100 - $149 / hr10 - 49Culver City, CA
Services provided
See all 1 projectsPrime Accounting Solutions is an accounting services provider specializing in bookkeeping, tax preparation, and financial advisory. Based on reviews, the company demonstrates strong client satisfaction, with 100% positive feedback on their efficient project management and attentive customer service. Clients highlight Andrew's proactive approach to tax filing and business support, particularly during challenging times like the COVID-19 pandemic.
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$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
See all 2 projectsVargasAndrews is a strategic consulting firm specializing in business and digital transformation, CRM refinement, and executive recruitment. Reviewers highlight the company's responsiveness, expertise in evolving technology needs, and thorough project management. Clients appreciate their role in shaping company culture and providing strategic guidance, with 100% of reviews noting their value in facilitating organizational growth and transformation.
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$1,000+$50 - $99 / hr10 - 49Irvine, CA
Services provided
Business Plans USA is a small Market Research company founded in 2021. Their services include Market Research and Business Consulting.
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Undisclosed$50 - $99 / hr2 - 9Newport Beach, CA
Services provided
Apex Bookkeeping, an Accounting company, was founded in 2022. The team provides Accounting and Financial Advising & Planning and is headquartered in Newport Beach, California.
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Undisclosed< $25 / hr2 - 9Irvine, CA
Services provided
Finance & Accounting Outsourcing (FAO) and Accounting company Accracy Accounting was launched in 2021. The firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr2 - 9Anaheim, CA
Services provided
HR Professional Tax Services Inc is an Accounting company founded in 2001. The company offers Accounting and Tax Law.
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Undisclosed$100 - $149 / hr2 - 9Costa Mesa, CA
Services provided
DisruptiX Talent Solutions is a small Business Consulting company founded in 2025. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Fountain Valley, CA
Services provided
Service Squared is a Finance & Accounting Outsourcing (FAO) company. The Cupertino, California-based team specializes in Finance & Accounting Outsourcing (FAO) and Fractional CFO Services.
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$1,000+$100 - $149 / hr2 - 9Glendale, CA
Services provided
See all 2 projectsRockwell Capital Group is a reputable company providing accounting services, including bookkeeping, tax filing, and financial advisory. Their clients commend their project management skills and accessibility, with 100% of reviewers expressing satisfaction and noting their effectiveness in managing financial tasks and providing valuable advice. Their ability to foster personal relationships and transparency is frequently highlighted.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
See all 1 projectsLalea & Black is a financial services company specializing in accounting, tax strategy, and executive-level financial advice. They have received 100% positive feedback, with clients praising their high-quality financial services and seamless workflows. Many reviewers highlight the team's expertise, particularly Daniel's exceptional client care and actionable financial guidance.
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UndisclosedUndisclosed50 - 249Diamond Bar, CA
Services provided
Sagent Management is a Milpitas, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
See all 1 projectsArmanino offers a range of services including Audit Services, Financial Reporting, and Tax Preparation. The overall feedback suggests that while Armanino's pricing was budget-friendly, their billing transparency was a concern due to undisclosed fees. Clients appreciated their timely delivery but noted the need for improved transparency in billing practices.
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$1,000+$25 - $49 / hr50 - 249Santa Monica, CA
Services provided
Launched in 1950, Gumbiner Savett is an Accounting company. Their team offers Accounting.
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$1,000+$300+ / hr10 - 49Laguna Niguel, CA
Services provided
CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+< $25 / hr2 - 9Los Angeles, CA
Services provided
See all 1 projectsWestside Financial offers comprehensive Accounting Services, including bookkeeping, tax preparation, financial reporting, and acting as a remote CFO. Review feedback is overwhelmingly positive, with 100% of comments highlighting their expertise in handling complex tax and legal issues internationally. Clients appreciate their commitment to ongoing education and commend their ability to significantly reduce operational costs.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Fullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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$1,000+$100 - $149 / hr250 - 999Irvine, CA
Services provided
GALLINA LLP is a midsize Accounting company located in San Jose, California and Novato, California. Their services include Accounting.
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$5,000+$50 - $99 / hr50 - 249Mission Viejo, CA
Services provided
Launched in 2017, GetATaxLawyer.com is a midsize Mission Viejo, California-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
See all 1 projectsOgden Page Accountancy Corporation is a specialized firm offering comprehensive accounting services, including tax preparation, bookkeeping, and financial advisory. Reviewers consistently praise their detail-oriented approach, with 100% positive feedback highlighting their effectiveness in cost-saving and ethical practices. Clients appreciate their proactive communication and business savvy, making them a reliable partner for financial management.
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Undisclosed$50 - $99 / hr2 - 9Newport Beach, CA
Services provided
Small Accounting company The Sapphire Group, is located in Newport Beach, California. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed10 - 49Aliso Viejo, CA
Services provided
Orange County Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company located in Aliso Viejo, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancerCosta Mesa, CA
Services provided
Based in Costa Mesa, California, Grace Wealth Management Group, Inc. Is a Business Consulting company. They focus on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Orange, CA
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Financial Advising & Planning company Accurate & Confidential Tax Service was founded in 1997. The small team specializes in Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Diamond Bar, CA
Services provided
Harry C. Lin, CPA A Professional Corporation is an Accounting company. They provide Accounting and Business Consulting and are headquartered in Diamond Bar, California.
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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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$1,000+$25 - $49 / hr2 - 9Anaheim, CA
Services provided
Agency Accountant is an Anaheim, California-based Accounting company. They specialize in Accounting.
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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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$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 - $49 / hr10 - 49Los Angeles, CA
Services provided
Fineman West & Co., a small Accounting company, is in Los Angeles, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Sancus Tax and Accounting is a small Long Beach, California-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Pasadena, CA
Services provided
Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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$50,000+$25 - $49 / hr2 - 9South Gate, CA
Services provided
See all 1 projectsDigital Asset Pay Inc offers investment services in digital assets, particularly USDT, with a notable profit rate. Reviewers highlight their efficient communication and user-friendly trading platform, expressing satisfaction with the profitability and reliability of the services. Areas for improvement include the development of a dedicated mobile app.
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$1,000+$100 - $149 / hr10 - 49Pasadena, CA
Services provided
Lucas, Horsfall, Murphy & Pindroh, a small Accounting company, is in Pasadena, California. Their services include Accounting.
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$25,000+$50 - $99 / hr250 - 999Pasadena, CA
Services provided
Direct Marketing company ITI Direct Mail was founded in 2010. The team focuses on Direct Marketing and Social Media Marketing.
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$1,000+$100 - $149 / hr10 - 49Pasadena, CA
Services provided
TemoArjani is an Accounting company established in 1987. Their team provides Accounting.
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$1,000+< $25 / hr10 - 49Los Angeles, CA
Services provided
Insurance Services & Brokers company Simpler Horizons Insurance Solutions was launched in 2012. The company offers Insurance Services & Brokers, and is small.
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UndisclosedUndisclosed10 - 49Pasadena, CA
Services provided
Rabco Payroll is a small Accounting company. They specialize in Accounting and HR Outsourcing and were founded in 2001.
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UndisclosedUndisclosed50 - 249Corona, CA
Services provided
Trademark Imperial is a midsize Business Consulting company headquartered in Corona, California. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
GreenGrowth CPAs is an Accounting company. The team specializes in Accounting and Business Consulting, and the agency is located in Los Angeles, California.
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UndisclosedUndisclosed50 - 249Pasadena, CA
Services provided
9Dot Education Solutions is a midsize Pasadena, California-based HR Consulting company. The team provides HR Consulting and Accounting.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
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Green Hasson Janks, an Accounting company, was launched in 1953. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Business Valuation Services company Marshall & Stevens Incorporated focuses on Business Valuation Services and Financial Advising & Planning. They were founded in 1932.
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$10,000+$150 - $199 / hr50 - 249Riverside, CA
Services provided
In Riverside, California, Q-vantage is a midsize social media marketing company. Their services include Social Media Marketing and IT strategy consulting.
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UndisclosedUndisclosedFreelancerIrvine, CA
Services provided
Harmon Street, a Business Consulting company, is headquartered in Irvine, California. Their services include Business Consulting and Commercial Financing.
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$1,000+Undisclosed10 - 49Los Angeles, CA
Services provided
Together CFO is an Accounting company. They are headquartered in Los Angeles, California. Their team offers Accounting and Corporate Training & Coaching.
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$1,000+$150 - $199 / hr10 - 49Glendale, CA
Services provided
Robert Hall & Associates is an Accounting company. Their small team of employees is based in Glendale, California. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
Gelfand, Rennert & Feldman is a midsize Accounting company founded in 1967. Their team focuses on Accounting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
Services provided
Agro Accounting CPA is a small Accounting company. They specialize in Accounting and were launched in 2009.
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List of the Top 13 Orange County Financial Services Companies
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$1,000+Undisclosed10 - 49Irvine, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+Undisclosed1,000 - 9,999Irvine, CA
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed< $25 / hr1,000 - 9,999Santa Ana, CA
Ability to deliver
26.9/40.015.2/20 Reviews2.2/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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 -
$1,000+$150 - $199 / hr50 - 249Irvine, 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+$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 - 49Whittier, 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 -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Irvine, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Accounting -
$5,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr250 - 999Newport Beach, CA
Ability to deliver
9.8/40.03.2/20 Reviews0/10 Clients & Experience6.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Irvine, CA
Ability to deliver
8.8/40.00/20 Reviews0/10 Clients & Experience8.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Manhattan Beach, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
8.2/40.00/20 Reviews2.1/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
8.1/40.00/20 Reviews1/10 Clients & Experience7.1/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.6/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
7.7/40.00/20 Reviews0/10 Clients & Experience7.7/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr10 - 49Irvine, CA
Ability to deliver
7.4/40.00/20 Reviews1.4/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr250 - 999Irvine, CA
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Newport Beach, CA
Ability to deliver
6.2/40.00/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
95% Accounting2% Financial Advising & Planning3% Other -
$1,000+$100 - $149 / hr1,000 - 9,999Irvine, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Santa Ana, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed10 - 49Irvine, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr250 - 999Newport Beach, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting
