Top Financial Services Firms
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices 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 - 999Sydney, AustraliaServices 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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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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See all 1 projectsHM FINANCE COACHING is an accounting services firm offering personalized support in bookkeeping, payroll, and VAT returns. Clients appreciate their accessible one-on-one assistance and flexibility, with 100% positive feedback highlighting their effectiveness in reducing stress and providing crucial support for small businesses.
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UndisclosedUndisclosed2 - 9Allentown, PA
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See all 1 projectsTilghman Accounting + Tax Solutions is a professional firm specializing in tax preparation and filing, as well as comprehensive accounting services. With a strong focus on detail and exceptional client management, they consistently receive positive feedback, with 100% of reviewers appreciating their organized and responsive approach. Clients highlight their attentiveness and sympathetic service, particularly during personal life changes.
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UndisclosedUndisclosed2 - 9Fredericksburg, VA
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See all 1 projectsAccounting Solutions, LLC (VA) is a distinguished accounting services provider specializing in bookkeeping, tax preparation, and financial statement preparation. Receiving 100% positive feedback, clients commend their proactive and timely approach, highlighting their strong communication and attention to detail. The firm’s long-standing relationships and personalized service make them a trusted partner for ongoing financial needs.
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UndisclosedUndisclosed2 - 9Maplehurst, England
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See all 1 projectsOn The Spot Accountants is a professional accounting services firm that specializes in financial planning, bookkeeping, and tax preparation. Their clients, such as an artisan gelato producer, appreciate their organized approach and expert advice, with 100% of reviews highlighting their impactful financial insights and efficient management. The firm's local presence and continuous support were particularly commended.
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UndisclosedUndisclosed2 - 9Decatur, GA
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See all 1 projectsSuzann Knap, CPA - Knap Tax is a personalized accounting services firm specializing in tax preparation, financial statement preparation, and financial advisory for both businesses and nonprofits. Reviewers praise Suzann's expertise, responsiveness, and ability to effectively manage tax liabilities, with 100% positive feedback highlighting her knowledge in tax law and accounting practices. Her personalized approach and strategic financial advice have been instrumental in helping clients maximize capital for business growth.
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UndisclosedUndisclosed2 - 9Houston, TX
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See all 1 projectsAccurate Methods Consulting, LLC is a firm specializing in Accounting Services, including bookkeeping, financial statement preparation, and tax filing. The company consistently receives positive feedback, with 100% of reviewers praising their reliability and expertise in financial management. They are noted for their flexibility and dedication, often going above and beyond to meet client needs.
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UndisclosedUndisclosed2 - 9València, Spain
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See all 1 projectsAKcion is an accounting services firm providing comprehensive solutions such as bookkeeping, tax preparation, and financial statement preparation. Clients commend their expertise in financial advisory, with 100% positive feedback highlighting their professional, reliable staff and effective tax handling. However, a minor suggestion for improvement is better task scheduling involving clients.
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UndisclosedUndisclosed10 - 49Barnet, London, England
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See all 1 projectsBBK Partnership is a distinguished firm specializing in accounting services, tax preparation, and financial advisory. They have consistently demonstrated exceptional insights into clients' business operations, with 100% of reviewers highlighting their comprehensive understanding and invaluable support in financial dealings. Their professionalism and ability to maximize tax credits are frequently praised, underscoring their effectiveness and reliability.
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UndisclosedUndisclosed2 - 9Farmington, CT
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See all 1 projectsBengston & Smith, P.C is a highly regarded accounting services firm specializing in Tax Preparation, Financial Advisory, and CPA services. Reviews highlight their expertise in reducing tax liabilities and ensuring compliance, with 100% of clients praising their responsiveness and continuity. The firm’s commitment to personalized service and staying current with tax laws is consistently noted, making them a recommended choice for accounting needs.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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See all 1 projectsDansa D’Arata Soucia LLP is a comprehensive accounting service provider, offering expertise in bookkeeping, tax preparation, and financial advisory services. With a focus on personalized attention, 100% of reviewers highlight their professional and timely service, although initially, clients experienced some inconsistency with contact assignments. The firm is praised for minimizing tax consequences and effectively navigating audits.
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UndisclosedUndisclosed2 - 9Freehold, NJ
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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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UndisclosedUndisclosedFreelancer
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See all 1 projectsLiberating Wealth is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. Clients highlight the firm's proficiency in monthly bookkeeping and tax filing, with 100% of reviews noting time-saving benefits and effective accountability. The firm's strengths include clear communication and process automation, though clients express interest in enhanced forecasting and trend analysis services.
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UndisclosedUndisclosed2 - 9Ruislip, England
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See all 1 projectsTally Accountants is an accounting services provider specializing in bookkeeping, tax filing, and financial statement preparation. With 100% positive feedback from clients, they are praised for timely and accurate filings, exceptional communication, and suitability for small businesses. Their expertise in full-service accounting and tax preparation is highlighted by their effective use of online platforms like Kashflow.
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UndisclosedUndisclosed2 - 9Ivybridge, England
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See all 1 projectsIvybridge Accountants Ltd. is an esteemed accounting services provider specializing in Financial Reporting, Tax Preparation, and general accountancy advice. Reviews highlight their modern practices and seamless integration, with 100% of clients expressing satisfaction in their efficient and strategic approach, ensuring smooth, centralized services and freeing up clients' time for strategic business planning.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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See all 1 projectsMark M. Harnden CPA, PC is a professional accounting services firm specializing in tax preparation, payroll, and financial reporting. Clients appreciate their deep understanding of tax codes and exceptional customer service, with 100% of reviewers praising their expertise and professionalism. Recommendations extend to family, and while overall satisfaction is high, there’s a noted preference for online invoice payment options.
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UndisclosedUndisclosed2 - 9Essex, England
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See all 1 projectsAndraste Accounting Ltd. is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, payroll, and financial advisory. The feedback is overwhelmingly positive, with 100% of reviewers appreciating their expertise and personalized service. Clients value their proactive communication and educational approach, with specific praise for their knowledge of the UK legal framework and grant opportunities.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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See all 1 projectsFinancial GPS is a company specializing in bookkeeping and accounting services, offering financial reporting and leveraging modern technologies. Their transparent pricing model and efficient support have been praised, with 100% of reviewers highlighting reduced workload and improved processes. Financial GPS is noted for their friendly and knowledgeable team, ensuring seamless communication and proactive service enhancements.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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See all 1 projectsChemel Kornick & Mooney is an accounting services firm specializing in Tax Preparation and financial advisory. According to the reviews, 100% of clients appreciate their professionalism and reliability, highlighting a flawless and straightforward process in tax support without any negative feedback. Clients value their consistent communication and fulfillment of commitments.
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UndisclosedUndisclosed2 - 9Waldorf, MD
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See all 1 projectsBridgett Mock & Associates, P.A. is an accounting services firm specializing in Tax Preparation, Payroll, and Bookkeeping for small businesses. Reviewers consistently highlight their strong communication and personalized service, with 100% praising their single point of contact approach. The firm is noted for making complex financial tasks manageable, particularly appreciating their tailored services for nonprofit organizations.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsSolvit CFO is an accounting services provider that specializes in comprehensive financial management, including bookkeeping, tax preparation, and financial statement preparation. Reviewers praise their efficiency, flexibility, and cost-effectiveness, with 100% expressing satisfaction with their ability to manage payroll and tax deadlines and deliver additional financial advisory services beyond initial agreements.
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UndisclosedUndisclosed2 - 9Northampton, England
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See all 1 projectsNorthants Accounting is an accounting services firm specializing in bookkeeping, financial planning, tax preparation, and payroll. Feedback consistently highlights their proactive communication and efficient management, with 100% of reviewers noting improved financial preparedness. They are praised for their professionalism and responsiveness, offering peace of mind and tailored financial advice to meet clients' specific needs.
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UndisclosedUndisclosed10 - 49Adlington, England
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See all 1 projectsRivington Accounts provides comprehensive accounting services, including bookkeeping, financial reporting, and tax preparation. Reviewers consistently praise their ability to offer actionable financial insights and a problem-solving mindset, with 100% of feedback highlighting their expertise in financial reporting and decision-making support. Clients appreciate their tailored approach and adaptability, especially during challenging times.
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UndisclosedUndisclosed2 - 9Stoke, England
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See all 1 projectsBurnt Orange Accounting is an accounting services firm specializing in tax preparation and financial analysis. With 100% positive feedback, clients commend their responsiveness and affordability, noting the ease and peace of mind their services provide. Their commitment to making complex financial tasks comprehensible is frequently highlighted by reviewers.
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UndisclosedUndisclosed2 - 9Hammersmith, England
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See all 1 projectsFortis Accountants is a distinguished accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback, clients particularly commend the firm's knowledgeable and friendly team, which has successfully saved clients significant amounts, such as £18,000. The seamless workflow and commitment to client satisfaction set Fortis Accountants apart from competitors.
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UndisclosedUndisclosed2 - 9Shoreditch, England
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See all 1 projectsAccounts Lab Ltd. is a professional company offering comprehensive accounting services, including bookkeeping and financial statement preparation. With 100% positive feedback, clients appreciate their reliability, responsiveness, and ability to alleviate financial management burdens, allowing business operators to focus on other priorities. However, some note a potential challenge with continuity when assigned accountants change.
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UndisclosedUndisclosed10 - 49New Britain, PA
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See all 1 projectsJebran & Abraham, P.C. is a CPA firm specializing in Accounting Services, including Bookkeeping and Business Auditing. The reviews reflect an 80% positive sentiment, highlighting their expertise in nonprofit financial management and reasonable pricing. Notably, 60% of reviewers appreciate their client-focused approach, though timely communication during peak seasons could be improved.
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UndisclosedUndisclosed2 - 9New York, NY
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See all 1 projectsARK-LLP Accountant and Advisors is a comprehensive provider of accounting services, including bookkeeping, financial reporting, tax preparation, and financial advisory. The firm is highly regarded for its personalized service, with clients praising their honesty, competitive pricing, and effective guidance in business and personal finance management. Approximately 90% of feedback highlights their dedication to maintaining strong client relationships and ensuring proper financial practices.
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UndisclosedUndisclosedFreelancerBayonne, NJ
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See all 1 projectsSidhom Accounting and Tax Consultants is an expert-level accounting firm offering comprehensive Accounting Services, including Tax Preparation, Financial Statement Preparation, and Financial Advisory. They effectively manage complex financial structures for interconnected businesses, earning high satisfaction for their expertise, though some note the CPA's busyness during tax season. Their services are highly recommended for handling significant revenue and providing peace of mind in tax matters.
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UndisclosedUndisclosed50 - 249Camp Hill, PA
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See all 1 projectsMcKonly & Asbury is a comprehensive accounting services firm providing bookkeeping, financial planning, and audit services. Feedback highlights their efficiency and alignment with client values, with 100% positive remarks emphasizing their superior project management and advisory expertise. The client's long-term partnership underscores the firm's valuable contributions and exceptional service quality.
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UndisclosedUndisclosed2 - 9Coventry, RI
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See all 1 projectsSkyline Accounting, a firm specializing in accounting services such as bookkeeping and financial reporting, receives overwhelmingly positive feedback, with 100% of reviewers highlighting their detail-oriented and thorough approach. Clients appreciate Skyline's persistence in resolving variances and Andrew's exceptional communication and people skills. All reviews recommend their services, emphasizing a strong partnership and reliable financial management.
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UndisclosedUndisclosedFreelancerChicago, IL
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See all 1 projectsDavis Tax Services is a company specializing in Accounting Services, providing comprehensive support in Tax Preparation and Financial Reporting. Reviewers consistently praise their thoroughness and expertise, with 100% of feedback highlighting their positive impact on business financial goals. Their prompt and efficient service is a standout feature, though there is a suggestion for team expansion to accommodate growing demand.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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See all 1 projectsPaul Gupta and Associates is an accounting services firm specializing in tax preparation, financial advisory, and business auditing. Reviews highlight their expertise in navigating complex tax codes and providing tailored financial advice, with 100% of feedback emphasizing their strategic business understanding and accessibility. Their ability to integrate both accounting and business ownership perspectives is particularly valued by clients.
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UndisclosedUndisclosed50 - 249Melbourne, Australia
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See all 1 projectsBlueRock is a dynamic professional services firm offering comprehensive accounting solutions, including tax preparation and financial advisory. They are highly praised for their innovative approach, with 100% positive feedback highlighting their ability to push boundaries and provide tailored business strategy and legal services alongside core accounting functions.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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See all 1 projectsMark B Lackie CPA is a professional accounting service provider specializing in bookkeeping, tax preparation, and financial statement preparation for small firms and nonprofit organizations. The reviews highlight Mark's personalized and patient approach, with 100% positive feedback emphasizing his efficiency in filing IRS 990 tax forms and his dedication to transparency and accountability.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsMayflower Accountancy is an accounting services firm specializing in bookkeeping, financial advisory, and tax preparation. Clients praise their structured project management and responsiveness, with 100% positive feedback highlighting their valuable business advice and excellent service. Their accessibility and support for small businesses are frequently noted strengths.
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UndisclosedUndisclosed10 - 49Washington, DC
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See all 1 projectsHan Group LLC is an accounting services firm specializing in financial management for nonprofit organizations, offering services such as bookkeeping, tax preparation, and audits. Reviews highlight their exceptional financial report delivery, detailing analysis, and expertise in navigating complex financial landscapes, including COVID-19-related opportunities. With 100% positive feedback, clients commend their leadership, attention to detail, and ability to simplify financial management for non-financial professionals.
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UndisclosedUndisclosed2 - 9Fort Collins, CO
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See all 1 projectsflamingcpa is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With a focus on integrity and accuracy, 100% of reviewers commend their responsive and reliable service. Clients appreciate flamingcpa for their project management skills and time-saving capabilities, underscoring their effectiveness in handling complex financial matters.
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UndisclosedUndisclosed10 - 49New York, NY
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See all 1 projectsdbooks bookkeeping services is an accounting firm specializing in bookkeeping and financial reporting. Their reviews highlight exceptional attention to detail and effective project management, with 100% positive feedback regarding their organized communication and timely tax filing. Clients appreciate their expertise in handling complex financial tasks, allowing businesses to focus on strategic growth.
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UndisclosedUndisclosed2 - 9New York, NY
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See all 1 projectsBaharestani & Ritt LLP is an accounting firm specializing in Tax Preparation and Financial Analysis. With over 20 years of service, 100% of reviewers highlight their efficiency and comprehensive understanding of tax laws, reflecting a strong reputation in accurate and organized tax filing. Notably, clients frequently commend their attention to detail and reliable service.
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UndisclosedUndisclosed2 - 9West Bloomfield Township, MI
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See all 1 projectsFriedman & Associates, P.c. is a CPA firm offering comprehensive Accounting Services, including Tax Preparation and Financial Advisory. The reviews highlight a consistent ability to navigate complex tax codes and optimize clients' tax situations, with 100% positive feedback mentioning effective tax reduction strategies. Client feedback emphasizes their proficiency in Financial Reporting and Tax Filing, despite seasonal communication challenges.
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UndisclosedUndisclosed10 - 49San Dimas, CA
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See all 1 projectsJAAG Financial Services is an accounting firm offering comprehensive services such as accounting, financial planning, and tax preparation. Clients report high satisfaction, praising their detail-oriented approach and excellent customer service. With an ongoing client relationship since 2011, JAAG Financial Services provides detailed financial analysis and advice, contributing significantly to business financial strategy and planning.
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UndisclosedUndisclosed10 - 49Wuhu Shi, China
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See all 1 projectsWuhu Hande Business Consulting Co., Ltd. is a human resources outsourcing company specializing in personnel agency and social security services. Feedback highlights the company's integrity, customer-first approach, and proficiency in managing social security processes. Reviewers note their effective handling of issues, with 100% of feedback being positive, though they suggest enhancing their digital platform capabilities.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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See all 1 projectsPell-Rose Inc. is an accounting services firm specializing in comprehensive financial management, including bookkeeping, reconciliation, and budgeting. They are highly regarded for their expertise and efficiency, with 100% positive feedback from reviewers highlighting their impressive project management and commitment to client satisfaction. Their flexibility and proficiency in handling remote tasks are particularly noted.
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UndisclosedUndisclosed2 - 9Flushing, NY
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See all 1 projectsLucky Tax Service (Yang Hyonjoo) is a comprehensive accounting firm offering bookkeeping, tax preparation, financial planning, and business auditing services. Client feedback highlights their exceptional support in financial statement preparation, audit services, and tax filing, with 100% of reviewers praising their personalized approach to client success and business growth.
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UndisclosedUndisclosed10 - 49Frederick, MD
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See all 1 projectsHildebrand, Limparis & Associates, CPAs, PC is a distinguished accounting firm specializing in Tax Preparation, Financial Advisory, and Accounting Services. Their clients have expressed satisfaction with their deep expertise in tax-related matters and effective financial consulting, although some mention a desire for improved digital tools. Overall, their long-term partnerships reflect a positive reception of their services.
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UndisclosedUndisclosed2 - 9Crystal Lake, IL
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See all 1 projectsGRA, PC (George Roach & Associates) is an accounting services firm specializing in audit services, financial statement preparation, and financial advisory. With a focus on affordability, they are praised for their efficiency, timeliness, and excellent project management. Notably, 100% of reviewers appreciate their straightforward approach and competitive pricing.
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UndisclosedUndisclosed10 - 49Markham, Canada
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See all 1 projectsEquinox Arora Realty Inc., Brokerage specializes in commercial real estate, particularly in acquiring office spaces. The feedback highlights their expertise in market analysis and negotiation, helping a client secure a property below the budget amidst competitive offers. With 100% positive feedback, clients appreciate their comprehensive industry knowledge and effective communication.
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UndisclosedUndisclosed10 - 49Baltimore, MD
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See all 1 projectsPL Consulting is an accounting services provider specializing in bookkeeping, tax preparation, payroll, and financial reporting. Reviews highlight their ability to assist with building business plans and financial projections, with 100% of reviewers noting their excellent communication and fair pricing. Their dedication to client needs and ability to go the extra mile are consistently praised.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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See all 1 projectsKinden Accounting & Advisory specializes in Accounting Services, particularly in bookkeeping and financial planning. The company has received consistently positive feedback, with clients praising their organized financial systems and effective use of online accounting applications. Approximately 100% of reviewers highlight their responsive communication and reasonable pricing, making them a reliable choice for small- to medium-sized businesses.
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UndisclosedUndisclosedFreelancerHalifax, Canada
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See all 1 projectsApril Stroink is a financial advisory firm specializing in optimizing financial systems and enhancing financial management strategies, including financial analysis, bookkeeping, and financial advisory services. The company consistently receives positive feedback for its personalized approach and effective communication, with 100% of reviewers highlighting their success in implementing sustainable financial systems and driving meaningful financial behavior changes.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
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 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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 -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.