Top Financial Services Firms in Orange County
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Orange County, CAServices 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 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.
-
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Established in 2001, Dichoso Group of Companies: Dichoso and Company, CPA, Inc. Is an Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
ProActive Advisors, Inc. Is a small Accounting company established in 2002. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Accounting and Business Consulting company Johnson Global Accountancy Corp focuses on Accounting and Business Consulting. They are located in Los Angeles, California.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Foyle Business Services, Inc. Is a small Accounting and Business Consulting company based in Los Angeles, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mission Viejo, CA
Services provided
Accounting company Helfman Davis & Associates was launched in 1988. The agency offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
See all 1 projectsJoseph Latif, CPA specializes in Accounting Services, including Tax Preparation and Financial Reporting. However, the reviews indicate significant dissatisfaction, citing unprofessionalism and incomplete tax filing, with one reviewer highlighting a negative experience with poor communication and unfinished work. Overall, the feedback is 100% negative regarding their services.
-
$1,000+$100 - $149 / hr50 - 249Irvine, CA
Services provided
Haskell & White is an Irvine, California-based Accounting company. They offer Accounting.
Read more -
$5,000+$100 - $149 / hr10 - 49Los Angeles, CA
Services provided
Kento Systems is a small Accounting company. Launched in 1990, the team offers Accounting and Branding.
Read more -
$1,000+$25 - $49 / hr50 - 249Riverside, CA
Services provided
G&A Partners, a Recruiting company, is headquartered in Scottsdale, Arizona and Riverside, California. They offer Recruiting and HR Outsourcing.
Read more -
$1,000+$25 - $49 / hr50 - 249San Marcos, CA
Services provided
IT managed services company Tri-Community Answering Service was launched in 1968. The midsize team offers IT managed services and Call Center Services.
Read more -
UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
Trimble & Company, a small Accounting company, is located in Riverside, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
Teaman, Ramirez & Smith, Inc. Is an Accounting company established in 1929. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Seigler Tweedlie CPAs, an Accounting company, offers Accounting and Business Consulting. The company is based in Riverside, California.
Read more -
UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
RP&B CPAs, an Accounting company, was launched in 1985. The team provides Accounting and is in Riverside, California.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Shawn Washington Accountancy Corporation is a Riverside, California-based Accounting company. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Marcia L. Campbell, CPA is a small Riverside, California-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
Eadie + Payne LLP is an Accounting company. They provide Accounting and Business Consulting and were founded in 1919.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Accounting company Shogren & Associates was established in 2009. The agency specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Allen Hoglund, Certifed Public Accountant is a small Riverside, California-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
SJC Business Management Inc., a small Business Consulting company, is headquartered in Los Angeles, California. The team offers Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 2000, Toomari Business Consultants is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Small Accounting company Freeman & Mills, Inc., is in Los Angeles, California. The team provides Accounting and Market Research.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Thomas St John Group is an Accounting company. Their small team of employees is headquartered in Los Angeles, California. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Spatola & Company CPA, Inc. Is an Accounting company located in Los Angeles, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Established in 1993, HRCS is a HR Consulting company. The small team provides HR Consulting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Search Finance Group is a small HR Consulting company based in Los Angeles, California. The team focuses on HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
ZNS, Inc. Is a Los Angeles, California-based Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Yarbrough’s Tax & Consulting Firm is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Launched in 2011, Fortitude Financial Management is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Small Accounting company CCW, EA Inc., is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Enterprise Consultants Group is an Accounting company. The team is located in Los Angeles, California, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
SLC is an Accounting company. They offer Accounting and Business Consulting and were founded in 1998.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Velin & Associates is a small Los Angeles, California-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
NTL Consulting Firm is a small Los Angeles, California-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Best Tax & Audit Inc is an Accounting company. They are located in Los Angeles, California and have small team. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Pinnacle Tax Services is a Los Angeles, California-based Accounting company. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverside, CA
Services provided
Established in 2017, Sync Staffing Services is a small Staffing company based in Riverside, California. Their team offers Staffing and Accounting.
Read more -
UndisclosedUndisclosed250 - 999Riverside, CA
Services provided
Connect Staffing, Inc, a Staffing company, was founded in 2012. The team offers Staffing and Recruiting and is in Riverside, California.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
MiklosCPA is a small Accounting company based in Los Angeles, California. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Founded in 1989, James M Cha, CPA is an Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Headquartered in Los Angeles, California, Michael M Parto, CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Established in 1993, The Tax Consultancy Group is an Accounting company. The team focuses on Accounting and is headquartered in Los Angeles, California.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Magidov CPA Firm is an Accounting company. Their small team is headquartered in Los Angeles, California. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Lensky Law Firm is an Accounting and Business Consulting company. Their small team is in Los Angeles, California. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
Back Office People is an Accounting company. Founded in 2009, the firm offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Culver City, CA
Services provided
Patin & Associates is an Accounting company. The Culver City, California-based agency was founded in 2011. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
Cooper's Accounting Service, an Accounting company, was launched in 1997. The agency offers Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
AMC CPAs & Consultants is a Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
Launched in 2009, Trumpet Financial Group is an Accounting company. The company focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
Headquartered in Los Angeles, California, Manela & Co. Is an Accounting company. Established in 2005, the team focuses on Accounting and Business Consulting.
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 13 Orange County Financial Services Companies
-
$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
37.6/40.017.6/20 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
33.8/40.019.4/20 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
