Top Financial Services Firms in San Jose
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Featured
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$50,000+$200 - $300 / hr10 - 49Serves San Jose, 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 San Jose, 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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UndisclosedUndisclosed50 - 249San Jose, CA
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See all 10 projectsRavix Group is a comprehensive accounting services firm offering bookkeeping, financial reporting, tax preparation, audit services, and financial advisory. The reviews indicate a strong emphasis on efficiency, compliance, and responsive communication, with 100% positive feedback highlighting timely delivery and expertise in CFO and financial management services. Clients appreciate their flexibility and ability to scale services to meet evolving business needs.
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Undisclosed$100 - $149 / hr50 - 249San Francisco, CA
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See all 20 projectsIndinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.
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Undisclosed$200 - $300 / hr10 - 49San Francisco, CA
Services provided
See all 33 projectsGeorge Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.
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UndisclosedUndisclosed250 - 999San Jose, CA
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See all 10 projectsSensiba LLP is a distinguished accounting firm offering comprehensive Audit Services, including SOC2 and ISO27001 audits. With 100% positive feedback, reviewers commend their professionalism, deep expertise, and thoroughness, emphasizing their seamless and efficient service delivery. Their commitment to high standards and insightful guidance ensures successful project outcomes.
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UndisclosedUndisclosed50 - 249Palo Alto, CA
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See all 2 projectsEscalon Services, Inc. is a company specializing in Accounting Services, including bookkeeping, tax preparation, and financial advisory for startups. The feedback is overwhelmingly positive, with 100% of the reviewers highlighting their promptness and financial streamlining capabilities. Many clients appreciate the personal and professional synergy of their team, though a newsletter on tax trends was suggested as an improvement.
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$25,000+Undisclosed50 - 249Santa Clara, CA
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Accounting company RightRev is in Santa Clara, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Palo Alto, CA
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See all 1 projectsSMB Services offers website development, web design, and web application services. The overall feedback from reviews on Clutch.co highlights their collaborative approach and timely delivery, with clients appreciating their high ratings and effective virtual communication. The company received high praise for meeting project goals and delivering measurable outcomes.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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AScaleX is an Accounting company. Established in 2019, the firm focuses on Accounting and Branding.
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UndisclosedUndisclosed50 - 249Milpitas, CA
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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 - 999San Jose, CA
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SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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Founded in 2003, Silicon Valley Accounting Solutions is a small Accounting company in Santa Clara, California. Their team provides Accounting.
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$10,000+$300+ / hr2 - 9Palo Alto, CA
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L2 Counsel, an Accounting company, is in Palo Alto, California. Founded in 2019, the team specializes in Accounting.
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$1,000+$100 - $149 / hr1,000 - 9,999San Jose, CA
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Marcum LLP, an Accounting company, was launched in 1951. The team specializes in Accounting and is in New York, New York and Irvine, California.
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UndisclosedUndisclosed250 - 999Palo Alto, CA
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Pebl is an Accounting company. Their team is in Palo Alto, California and specializes in Accounting and Staffing.
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$1,000+$100 - $149 / hr50 - 249San Jose, CA
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Founded in 2008, Early Growth Financial Services, a midsize Accounting company, is headquartered in San Francisco, California and San Jose, California. Their team specializes in Accounting.
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$50,000+$300+ / hr50 - 249Palo Alto, CA
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Robiquity is an IT strategy consulting company. Based in Manchester, England and Toronto, Canada, the team provides IT strategy consulting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Slingshot Connections is a small Accounting company headquartered in San Jose, California. Their services include Accounting and Staffing.
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$1,000+$100 - $149 / hr250 - 999San Jose, CA
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GALLINA LLP is a midsize Accounting company located in San Jose, California and Novato, California. Their services include Accounting.
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$1,000+$25 - $49 / hr1,000 - 9,999San Jose, CA
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Taylor Benefits Insurance, a large Insurance Services & Brokers company, is located in San Jose, California. Their services include Insurance Services & Brokers.
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$1,000+$100 - $149 / hr50 - 249San Jose, CA
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Located in San Francisco, California and San Jose, California, Hood & Strong is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Cupertino, CA
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LedgerFi is a Cupertino, California-based Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Newark, CA
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Financial Advising & Planning company BizNCorp was launched in 2018. The firm offers Financial Advising & Planning and Corporate Law, and is small.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Unified Accounting & Tax is an Accounting company. Their team is headquartered in Fremont, California and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campbell, CA
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Nuage Digital Inc is an Accounting company launched in 2015. Their team focuses on Accounting and UX/UI Design.
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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
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See all 43 projectsALLSTARSIT is a staffing and BPO service provider specializing in building dedicated remote teams to enhance operational efficiency and support growth across global markets. With 100% of reviewers highlighting impressive project management, including clear communication and timely delivery, the company is renowned for its expertise in recruitment and its ability to provide end-to-end support, resulting in high employee retention rates and improved performance outcomes.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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Accounting company Pacific Coast Accounting & Financial Solutions was established in 2008. Located in Santa Clara, California, the team offers Accounting.
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$25,000+$25 - $49 / hr10 - 49Sunnyvale, CA
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In Sunnyvale, California, Ace Global is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2021.
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Undisclosed$50 - $99 / hr2 - 9San Jose, CA
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Accurite Data Solutions is a San Jose, California-based social media marketing company. They offer Social Media Marketing and Content Marketing and were established in 2021.
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$1,000+$50 - $99 / hr2 - 9San Jose, CA
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TruePro Associates is an Accounting company. Launched in 2013, the team specializes in Accounting.
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Undisclosed$300+ / hr2 - 9Campbell, CA
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Shruti CPA is an Accounting company. The small Campbell, California-based team provides Accounting and Financial Advising & Planning. The firm was launched in 2015.
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UndisclosedUndisclosed2 - 9San Jose, CA
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GMC Consulting Group, LLC is a San Jose, California-based Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49San Jose, CA
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Docfyle Advisory Private Limited is a small Accounting company launched in 2022. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Cupertino, CA
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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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Undisclosed< $25 / hr50 - 249Tracy, CA
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See all 1 projectsEZ Buzz Solutions Pvt. Ltd. is a reputable firm specializing in bookkeeping and comprehensive accounting services, including financial reporting and tax preparation. Reviewers consistently highlight the company's efficiency and expertise, with a noted 95% client retention rate and a significant 15% improvement in cash flow management. Clients commend their personalized financial solutions and secure data management, though some suggest they could enhance long-term financial strategy advisory.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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See all 1 projectsEBC TAXES is a proficient accounting services provider specializing in bookkeeping, financial reporting, and tax preparation. With 100% positive feedback, clients commend their professionalism, responsiveness, and exceptional customer service. They manage comprehensive accounting tasks seamlessly, ensuring smooth operations since 2018, and are highly recommended by their clients for their reliable and timely service delivery.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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See all 10 projectsPilot is a company specializing in accounting services, including bookkeeping, tax preparation, and financial reporting. Across reviews, 100% of clients highlight Pilot's accuracy, timely delivery, and responsive communication. Approximately 80% appreciate the company's seamless integration with tools like QuickBooks and the accessibility of their digital platform, which facilitates efficient financial management and advisory services.
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$100,000+$150 - $199 / hrFreelancerSunnyvale, CA
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Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.
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$1,000+$100 - $149 / hr50 - 249San Francisco, CA
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See all 2 projectsFinvisor is an accounting services company specializing in fractional CFO roles, financial advisory, and comprehensive financial reporting. The company has received overwhelmingly positive feedback, with 100% of reviewers praising their professional reporting, responsive communication, and valuable financial insights. Clients highlight their flawless financial reporting, adaptability, and the ability to deliver a robust finance department experience without high costs.
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UndisclosedUndisclosed250 - 999Palo Alto, CA
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Zeni, a Finance & Accounting Outsourcing (FAO) company, is headquartered in Palo Alto, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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See all 2 projectsSFBay Financial is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With consistently positive feedback, 100% of reviewers commend their efficient service and strong problem-solving approach. Clients highlight the firm's proactive communication and excellent support, noting the quality of their expert staff, particularly in navigating complex financial situations.
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$1,000+$25 - $49 / hr50 - 249Newark, CA
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Launched in 2013, Flock Bill is an Event Management company. The midsize team offers Event Management and Executive Search.
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UndisclosedUndisclosed50 - 249Hayward, CA
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Accounting company Quickbook Supportnet was established in 2003. Based in Hayward, California, the team provides Accounting.
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$50,000+$50 - $99 / hr2 - 9San Francisco, CA
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See all 3 projectsAlgo Clan Inc. is a technology integration firm specializing in API integrations and cloud infrastructure, with a focus on the accounting and finance sectors. According to client feedback, 100% of the reviews highlight their efficient project management, timely delivery, and exceptional culture fit. Clients appreciate their cutting-edge technology, although some mention the need for gradual onboarding due to the complexity of their tools.
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$1,000+$100 - $149 / hr250 - 999Redwood City, CA
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Seiler LLP, an Accounting company, was launched in 1957. The team offers Accounting.
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$5,000+$150 - $199 / hr2 - 9San Francisco, CA
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See all 1 projectsMATAX is a company specializing in Accounting Services, including bookkeeping and financial training. Reviewers highlight their exceptional project management skills and ability to simplify complex issues, with 100% of feedback being positive. Their training services notably reduced processing time in Xero by 75%, showcasing their effectiveness and expertise in financial systems.
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$1,000+$50 - $99 / hr10 - 49Redwood City, CA
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Accounting company Silicon Valley Finance Group is located in Redwood City, California. The team specializes in Accounting.
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$1,000+< $25 / hrFreelancerSan Jose, CA
Services provided
Launched in 2015, Sky Financial Service is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9Sunnyvale, CA
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BookSmart Financials is a Sunnyvale, California-based Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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SI MTG is a Commercial Financing and Insurance Services & Brokers company. The Fremont, California-based team provides Commercial Financing and Insurance Services & Brokers.
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Undisclosed$200 - $300 / hrFreelancerSan Jose, CA
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TaxClaim is an Accounting company. The San Jose, California-based firm was established in 2026. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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List of the Top 3 San Jose Financial Services Companies
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UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed250 - 999San Jose, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$25,000+Undisclosed50 - 249Santa Clara, CA
Ability to deliver
8.8/40.00/20 Reviews2.1/10 Clients & Experience6.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Palo Alto, CA
Ability to deliver
8.1/40.00/20 Reviews1.8/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting20% Financial Advising & Planning30% Other -
UndisclosedUndisclosed2 - 9Santa Clara, CA
Ability to deliver
7.5/40.00/20 Reviews1.8/10 Clients & Experience5.7/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed50 - 249Milpitas, CA
Ability to deliver
7.4/40.00/20 Reviews2.1/10 Clients & Experience5.3/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr250 - 999San Jose, CA
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Santa Clara, CA
Ability to deliver
6.5/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Accounting -
$10,000+$300+ / hr2 - 9Palo Alto, CA
Ability to deliver
6.1/40.00/20 Reviews0.6/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr1,000 - 9,999San Jose, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed250 - 999Palo Alto, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$100 - $149 / hr50 - 249San Jose, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
100% Accounting -
$50,000+$300+ / hr50 - 249Palo Alto, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed10 - 49San Jose, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr250 - 999San Jose, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr1,000 - 9,999San Jose, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$100 - $149 / hr50 - 249San Jose, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting