Top Financial Services Firms in San Jose
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List of the Top San Jose Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves San Jose, CAServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee 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.
Reviews mention Unique expertise
Clients have praised CSTMR for their unique expertise, particularly in the financial services sector. One client noted CSTMR's ability to guide companies new to marketing, emphasizing their insightful approach to content creation and strategic growth. The involvement of founder Rory H. during weekly calls has been highlighted as a significant advantage, providing valuable insights. Overall, sentiment regarding CSTMR's expertise is highly positive, with clients appreciating their tailored strategies and deep understanding of industry dynamics.-
SEO, Digital Strategy & Content Mktg for Loan Origination Co
4.5 Jun 10, 2024CSTMR’s domain expertise in the financial services industry is quite good. Another strength of CSTMR is leading teams that are going down the marketing route for the first time. CSTMR brings a unique voice that helps shape the content from a future brand awareness standpoint. On the digital front, CSTMR is highly attuned to the realities of our technologies, which aren’t the most expensive or leading tools.
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1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.Was this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was this helpful?
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$25,000+Undisclosed250 - 999Serves San Jose, CAServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed2 - 9Hayward, CA
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100% AccountingLaunched in 2001, Books & Taxes is a small Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Hayward, CA
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80% Accounting10% Business Consulting10% Financial ConsultingAccounting company Eva Smith and Associates, EA offers Accounting and Business Consulting. They are headquartered in Hayward, California.
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UndisclosedUndisclosed2 - 9Hayward, CA
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90% Accounting10% Business ConsultingFounded in 2001, Suarez-Stone Tax Service is an Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hayward, CA
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100% AccountingAsnani CPA Tax & Accounting is an Accounting company based in Hayward, California. They focus on Accounting and were established in 2017.
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UndisclosedUndisclosed2 - 9Hayward, CA
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80% Accounting20% Finance & Accounting Outsourcing (FAO)Accounting & Business Solutions, LLC is an Accounting company. In Hayward, California, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Hayward, CA
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100% AccountingSecure Taxes Incorporated is an Accounting company. Based in Hayward, California, their small team specializes in Accounting. The company was founded in 2004.
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UndisclosedUndisclosed2 - 9Hayward, CA
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80% Accounting10% Business Consulting10% Financial ConsultingAccounting company Safwat & Marston, Inc. Is in Hayward, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hayward, CA
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80% Accounting10% Business Consulting10% Financial ConsultingTax Magic Incorporated is an Accounting company established in 2002. Headquartered in Hayward, California, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hayward, CA
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100% AccountingRandall D. Epling E.A. Is a small Accounting company. Established in 1993, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Livermore, CA
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50% Accounting50% Finance & Accounting Outsourcing (FAO)John P Zukoski CPA is an Accounting and Finance & Accounting Outsourcing (FAO) company. Established in 1994, the agency offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Livermore, CA
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35% Accounting35% Finance & Accounting Outsourcing (FAO)30% Business ConsultingHorning Audrey M CPA, a small Accounting company, is headquartered in Livermore, California. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Livermore, CA
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50% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO)Accounting company East Bay Tax Group was established in 2011. The small team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Livermore, CA
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50% Accounting25% Business Consulting15% Finance & Accounting Outsourcing (FAO) +1 service10% HR ConsultingLaunched in 1976, A & L Financial Services is an Accounting company. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Livermore, CA
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90% Accounting10% Business ConsultingAccounting company Dawns Bookkeeping is headquartered in Livermore, California. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livermore, CA
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70% Accounting10% Business Consulting10% Cloud Consulting & SI +1 service10% IT Managed ServicesAnne Griffith Tax & Financial, an Accounting company, is headquartered in Livermore, California. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Livermore, CA
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70% Accounting30% Business ConsultingFrank Raymond is an Accounting company. They are located in Livermore, California and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livermore, CA
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100% AccountingRivas Financial & Insurance Services is an Accounting company. They were founded in 2005 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Livermore, CA
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60% Accounting20% Commercial Brokerage Services20% Commercial FinancingLocated in Livermore, California, Conexion Hispana is an Accounting company. The team provides Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Livermore, CA
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45% Accounting30% IT Managed Services15% Commercial Financing +1 service10% Business ConsultingEZ E-File Tax Preparers, an Accounting company, is in Livermore, California. Launched in 2001, the team offers Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Livermore, CA
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80% Accounting20% Business ConsultingPriority Tax & Business Services is a Livermore, California-based Accounting company. They provide Accounting and Business Consulting and were founded in 2010.
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UndisclosedUndisclosed2 - 9Stockton, CA
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50% Accounting50% HR ConsultingSL Financial Group is an Accounting and HR Consulting company. Their small team is located in Stockton, California. Their team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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60% Accounting30% Business Consulting10% Financial ConsultingHeadquartered in Stockton, California, Goldstrand Planning Group is an Accounting company. They focus on Accounting and Business Consulting and were founded in 1976.
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UndisclosedUndisclosed2 - 9Stockton, CA
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60% Accounting40% Business ConsultingHeadquartered in Stockton, California, The Salvetti Group is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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100% AccountingAccounting company Bill Pollard CPA offers Accounting. They were launched in 1990.
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UndisclosedUndisclosed50 - 249Stockton, CA
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40% Accounting30% Business Consulting30% Commercial FinancingParadigm Tax Services, an Accounting company, is headquartered in Stockton, California. Founded in 2004, the team provides Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Stockton, CA
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40% Accounting30% Business Consulting30% Commercial DevelopmentNeumiller & Beardslee, an Accounting company, focus on Accounting and Commercial Development. They were established in 1903.
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UndisclosedUndisclosed2 - 9West Menlo Park, CA
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100% AccountingAccounting company Redmond Accounting Inc was founded in 2005. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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100% AccountingHeadquartered in Redwood City, California, Michael J. Clark, CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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100% AccountingG.T. KELLY & COMPANY is an Accounting company. Established in 2006, the company is headquartered in Redwood City, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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100% AccountingAccounting company Key Financial Solutions was launched in 2010. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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100% AccountingLaunched in 1967, LEDWITH, HOUGHTON & CO., CPAs is a small Accounting company based in Redwood City, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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70% Accounting30% Business ConsultingMichael R. Ivancich, CPA, an Accounting company, was founded in 2004. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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100% AccountingLaunched in 1991, James B. Wassermann, CPA is an Accounting company. Headquartered in Redwood City, California, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Carlos, CA
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100% AccountingSouthward & Associates, an Accounting company, is headquartered in San Carlos, California. Established in 1980, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Redwood City, CA
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100% AccountingA2Q2 is an Accounting company established in 2003. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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100% AccountingTim Kelly & Associates is a small Accounting company in Stockton, California. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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80% Accounting20% Business ConsultingLaunched in 2010, Rapid Resolution Consulting, Inc is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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25% Accounting25% Back Office Outsourcing25% Event Marketing +2 services13% Staffing12% RecruitingLennon BPO is an Accounting company. The company is in Walnut Creek, California. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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100% AccountingSteve Rabin, CPA is an Accounting company. They were launched in 2005, and their services include Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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75% Accounting15% Business Consulting10% Financial ConsultingBenchworth CPA is an Accounting company located in San Francisco, California. Established in 2004, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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100% AccountingCristian Borcan, CPA is an Accounting company. Established in 2016, the agency is based in San Francisco, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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70% Accounting20% Business Consulting10% Financial ConsultingBarlow & Hughan LLP is an Accounting company established in 1990. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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70% Accounting30% Business ConsultingSlim Accounting, Inc. Is an Accounting company launched in 2016. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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100% AccountingAccounting company Affinity Fund Services LLC provides Accounting. They were launched in 2010.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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100% AccountingHC Global Business Solutions, LLC is an Accounting company. Headquartered in San Francisco, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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100% AccountingNunnemaker & Associates, Inc., an Accounting company, provide Accounting. They were launched in 2013.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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100% AccountingDickson & Associates, CPA is a small San Francisco, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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80% Accounting20% Business ConsultingShwiff, Levy & Polo, LLP is a small Accounting company established in 1986. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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50% Accounting25% Recruiting25% StaffingEstablished in 2016, Silicon Valley Search Group is an Accounting company. The team specializes in Accounting and Staffing and is in San Jose, California.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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75% Accounting25% Business ConsultingGhiasi & Company is a San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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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
33.8/40.019.4/20 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 -
$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 -
UndisclosedUndisclosed10 - 49Cupertino, CA
Ability to deliver
5.4/40.00/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
35% Accounting65% Other
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