Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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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 fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
$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 - 9Eureka, CA
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See all 1 projectsDavid L. Moonie & Co., LLP is an accounting firm specializing in tax preparation and consultation services, particularly for businesses with complex regulatory needs like cannabis manufacturers. Review feedback is overwhelmingly positive, highlighting their expertise and responsiveness, with 100% of reviewers noting their ability to explain complex issues and provide multiple solutions.
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UndisclosedUndisclosed10 - 49Chicago, IL
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See all 1 projectsMWC Accounting is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting, with expertise in handling complex tax situations. Reviews highlight their strong communication and reliability, with 100% of feedback praising their comprehensive service and knowledge. Clients appreciate their ability to manage intricate financial details, ensuring accuracy and successful tax filing.
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UndisclosedUndisclosed50 - 249Mont Clare, PA
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See all 1 projectsMaillie LLP is an accounting firm specializing in tax preparation, financial advisory, and business auditing. Feedback highlights their strategic consulting expertise and resourcefulness in addressing complex financial queries, with over 85% of reviews positively noting their value and specialized departments. However, some reviews mention delayed communication during peak tax seasons.
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UndisclosedUndisclosed10 - 49Riverside, CA
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See all 1 projectsLeivas Tax Wealth Management is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and business consulting. Clients commend their expertise in tax laws and effective business advice, with 100% of reviews highlighting their knowledge and communication skills. However, improvements are suggested during peak tax season.
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UndisclosedUndisclosed2 - 9Valhalla, NY
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See all 1 projectsSternbach & Rose, CPAs is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, payroll management, and financial advisory for businesses. Clients appreciate their expertise, with 100% of reviewers highlighting their effective communication and reliability. Praised for their exceptional service, Sternbach & Rose, CPAs provide peace of mind and are regarded as trusted partners in managing financial matters.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsBay Accounting is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. Their reviews reflect a strong positive sentiment, with 100% of clients acknowledging the firm's efficiency in streamlining accounting processes and ensuring compliance with tax codes. Clients particularly commend AJ for his proactive communication and expertise in managing QuickBooks and tax documentation.
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UndisclosedUndisclosed2 - 9Beaverton, OR
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See all 1 projectsOn-Time Accounting is an accounting services firm providing bookkeeping, CPA-level insights, and tax preparation. Reviewers commend their professionalism, with 100% highlighting their attention to detail and compliance with regulations. Clients appreciate the seamless financial management and efficiency improvements, noting immaculate books and significant time savings in tax preparation and financial reporting.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsClerk is an accounting services company specializing in bookkeeping, financial reporting, and accounts payable management. Their clients value the customized insights and improved cash flow management they provide, with 100% of reviewers noting enhanced financial data reliability. While initial project management required client intervention, Clerk now adapts effectively to unique business needs.
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UndisclosedUndisclosed2 - 9Boone, NC
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See all 1 projectsWilliams CPA PLLC is an accounting services firm specializing in tax preparation, financial consulting, and tax filing. Client feedback highlights the firm's ability to provide peace of mind, personalized advice, and effective communication, with 100% of reviewers mentioning the consulting expertise of Mira, the owner. Some clients express a desire for additional services to create a one-stop-shop experience.
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UndisclosedUndisclosed10 - 49River Edge, NJ
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See all 1 projectsPortney & Company is an accounting services firm specializing in financial accounting, tax preparation, and tax filing. Reviews highlight their exceptional ability to alleviate the emotional burden of complex tax situations, with 100% positive feedback emphasizing their organizational prowess and clear communication. Clients particularly appreciate their expertise in managing intricate corporate and personal tax matters.
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UndisclosedUndisclosedFreelancerTowson, MD
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See all 1 projectsChan H. Park is an accounting services provider specializing in tax preparation and filing. The feedback from clients is overwhelmingly positive, with 100% of reviewers highlighting the efficiency and thoroughness of his services. Clients appreciate his prompt response time and detailed explanations, indicating a strong capability in managing financial reporting and CPA responsibilities.
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UndisclosedUndisclosed10 - 49Elkins Park, PA
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See all 1 projectsSD Associates is an accounting services firm that specializes in tax preparation and financial advisory services. Reviews highlight their effectiveness in managing tax liabilities and providing clear, understandable explanations of tax law. With 100% positive feedback, clients appreciate the promptness of their appointments and the ease of the tax filing process.
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UndisclosedUndisclosed2 - 9Birmingham, AL
Services provided
See all 1 projectsMETER & LOWE LLC is a specialized financial and legal consulting firm led by Wayne, who offers personal accounting and legal services with a focus on navigating complex tax laws. The feedback highlights his effectiveness and unique expertise, though his flexibility may lack some structure. Client satisfaction is notable, with 100% of reviews acknowledging his impactful service and distinct qualifications.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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See all 1 projectsBilardo & Associates LLC is an accounting services firm offering comprehensive solutions, including bookkeeping, tax preparation, and financial analysis. The reviews highlight their reliability and adaptability, with 100% of clients appreciating their personalized approach and local presence. Their hands-on experience in small business challenges makes them a trusted financial partner.
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UndisclosedUndisclosed10 - 49Woodstown, NJ
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See all 1 projectsCrouch & Company, LLC is an accounting firm specializing in Tax Preparation and Financial Advisory services. Reviewers consistently praised their knowledge and effectiveness, particularly in tax services and business advising, with 100% expressing satisfaction. The firm's expertise in bookkeeping and financial reporting was notably beneficial for new businesses, contributing to client revenue growth and cost savings.
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UndisclosedUndisclosedFreelancerHoover, AL
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See all 1 projectsDean D. Ledbetter, CPA is a sophisticated accounting services provider specializing in bookkeeping, tax preparation, and financial statement preparation. Their expertise in transitioning clients to modern bookkeeping systems is noteworthy, with approximately 80% of reviews highlighting their effective service delivery. However, some clients find their services expensive and suggest improved client communication could enhance satisfaction.
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UndisclosedUndisclosed2 - 9Verona, NJ
Services provided
See all 1 projectsStetz, Belgiovine, Manwarren & Wallis, P.C. is an accounting services firm offering tax preparation, bookkeeping, and financial advisory services. Reviews indicate a 100% satisfaction rate, highlighting their expertise in tax filing and financial consulting. Clients commend their personable and knowledgeable team, consistent performance, and ability to navigate complex tax situations efficiently.
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UndisclosedUndisclosed2 - 9Mashpee, MA
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See all 1 projectsThe Cloud Accountant, LLC specializes in Tax Preparation and Accounting Services, offering personalized solutions for individual clients. The reviews highlight a 100% satisfaction rate, with clients praising the company's efficiency, organization, and effective communication. Clients appreciate the ease and assurance provided by their services, emphasizing the personable and hands-on approach to tax filing.
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UndisclosedUndisclosed10 - 49Bethlehem, PA
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See all 1 projectsMorey, Nee, Buck & Oswald, LLC is a Certified Public Accountant (CPA) firm specializing in tax preparation and financial advisory services. The company's meticulous attention to detail and responsive communication are highlighted in client reviews, with 100% positive feedback noting their proficiency in tax filing and financial reporting. Clients appreciate their strategic recommendations and the assurance of compliance and accuracy in financial matters.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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See all 1 projectsBurgess & Company. is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. Client feedback indicates a high level of satisfaction, emphasizing their honesty, conservatism, and effective project management. Notably, 100% of reviewers commend their ability to provide peace of mind and free up clients' time, with no suggestions for improvement mentioned.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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See all 1 projectsHM FINANCE COACHING is a professional accounting services company providing bookkeeping, payroll, and financial advisory support. Reviewers highlight their personalized service, with 100% noting the benefit of one-on-one time and easy communication. The company is praised for its accessibility and stress-relieving guidance, with no negative feedback reported.
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UndisclosedUndisclosed2 - 9Allentown, PA
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See all 1 projectsTilghman Accounting + Tax Solutions is an accounting service provider specializing in tax preparation and filing for both business and personal needs. With a focus on attention to detail and exemplary project management skills, 100% of reviewers highlighted their organized and responsive approach, demonstrating a high level of client satisfaction.
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UndisclosedUndisclosed2 - 9Fredericksburg, VA
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See all 1 projectsAccounting Solutions, LLC (VA) is a reputable accounting services firm specializing in bookkeeping, tax preparation, and financial statement preparation. With a proactive and timely approach, they have consistently demonstrated their value to clients, with 100% positive feedback highlighting their attentive service and long-standing client relationships.
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UndisclosedUndisclosed2 - 9Maplehurst, England
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See all 1 projectsOn The Spot Accountants is a firm specializing in comprehensive accounting services, including financial planning, tax preparation, and financial advisory. The majority of reviewers, like the artisan gelato producer, highlight the firm's organized approach and expert advice, valuing their efficiency and local presence despite higher costs. Positive feedback encompasses 100% of the reviews, emphasizing their professionalism and reliability.
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UndisclosedUndisclosed2 - 9Decatur, GA
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See all 1 projectsSuzann Knap, CPA - Knap Tax offers comprehensive Accounting Services, including Tax Preparation and Financial Advisory. The firm is praised for its personalized service, responsiveness, and expertise in leveraging tax laws to benefit clients. With 100% positive feedback, clients highlight Suzann's proficiency in managing documentation and maximizing capital for business growth.
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UndisclosedUndisclosed2 - 9Houston, TX
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See all 1 projectsAccurate Methods Consulting, LLC is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. With a 100% positive feedback rate, clients praise their expertise in transitioning accounting platforms and their reliable, flexible, and timely service. The firm is regarded as a financial expert, providing substantial value and seamless collaboration.
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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 an accounting services firm offering comprehensive financial solutions, including tax preparation, bookkeeping, and financial advisory. Clients praise their insightful understanding of business operations and effective tax strategies, with 100% of reviews emphasizing their professionalism and the invaluable nature of their guidance in enhancing business performance.
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UndisclosedUndisclosed2 - 9Farmington, CT
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See all 1 projectsBengston & Smith, P.C. is a CPA firm specializing in accounting services, tax preparation, and financial advisory. They receive 100% positive feedback for their ability to maximize profits and keep clients informed of tax law changes. Clients value their responsive service and continuity, with no areas needing improvement frequently mentioned.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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See all 1 projectsDansa D’Arata Soucia LLP is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. Clients commend their expertise and personal attention, with 100% positive feedback highlighting their prompt communication and effective financial guidance. They are noted for minimizing tax consequences and offering personalized service, though initially, clients experienced inconsistency in tax preparation contacts.
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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 company specializing in bookkeeping, tax preparation, and financial advisory. Reviewers highlight the company's efficiency in monthly bookkeeping, tax filing, and financial advice, with 100% noting significant time savings and improved financial accountability. Clients commend their patience and innovative process automation, though some desire expanded forecasting 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 accounting services firm offering bookkeeping, tax preparation, and financial advisory services. Reviews indicate a high level of satisfaction, with 100% positive feedback highlighting their seamless accounting preparation and strategic financial planning advice. Clients appreciate their modern approach and effective communication, emphasizing their capability to adapt in a traditionally old-school industry.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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See all 1 projectsMark M. Harnden CPA, PC is an accounting services firm specializing in Tax Preparation, Financial Reporting, and Bookkeeping. Reviews highlight their excellent customer service and comprehensive tax knowledge, with 100% of feedback emphasizing their professionalism and effective communication. Notably, they provide detailed reports, though a suggestion for online payment options was noted.
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UndisclosedUndisclosed2 - 9Essex, England
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See all 1 projectsAndraste Accounting Ltd. is an accounting services provider offering bookkeeping, tax preparation, payroll, and financial advisory services. With 100% positive feedback, clients appreciate their understanding approach and their ability to provide valuable accounting insights, particularly in the context of UK legal frameworks and COVID-19 relief options. Their commitment to client education and responsive communication is frequently highlighted.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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See all 1 projectsFinancial GPS is an accounting services firm specializing in bookkeeping, financial reporting, and accounting solutions. The firm is praised for its use of modern technologies and a flat-rate pricing model, with 100% of reviewers highlighting their proactive approach and efficiency in streamlining processes. All feedback is positive, emphasizing their knowledgeable and responsive team.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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See all 1 projectsChemel Kornick & Mooney is an accounting firm specializing in tax preparation and accounting services. The reviews highlight their professionalism and reliability, with 100% positive feedback noting their ability to meet commitments and deliver results efficiently. Clients value their straightforward communication and effective project management, ensuring a seamless tax support process.
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UndisclosedUndisclosed2 - 9Waldorf, MD
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See all 1 projectsBridgett Mock & Associates, P.A. is a specialized accounting services firm providing tax preparation, payroll, and financial advisory for small businesses. With 100% positive feedback, clients appreciate their strong communication, personalized service, and efficiency, particularly highlighting their expertise in tax filing and bookkeeping. Their unique personal contact approach is a notable strength that clients frequently recommend.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsSolvit CFO is a comprehensive accounting services provider, specializing in bookkeeping, payroll, tax preparation, and financial analysis. Reviews highlight their cost-efficiency, with 100% positive feedback on their ability to save clients money and meet deadlines reliably. Their flexibility and willingness to exceed initial project scopes, such as generating detailed financial projections, are frequently praised by clients.
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UndisclosedUndisclosed2 - 9Northampton, England
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See all 1 projectsNorthants Accounting is an accounting services firm that specializes in bookkeeping, payroll, financial planning, tax preparation, and financial advisory services. Their reviews highlight a high level of proactive communication and organization, with 100% of feedback indicating satisfaction and improved financial preparedness. Clients appreciate their efficient and comprehensive approach, with no reported areas for improvement.
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UndisclosedUndisclosed10 - 49Adlington, England
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See all 1 projectsRivington Accounts is an accounting service provider specializing in bookkeeping, financial reporting, and financial analysis. Reviews highlight their proactive problem-solving approach and ability to deliver actionable financial insights, with 100% of feedback noting their exceptional understanding and support. Their services extend beyond traditional accounting, offering tailored financial advisory, which clients find invaluable for making evidence-based business decisions.
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UndisclosedUndisclosed2 - 9Stoke, England
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See all 1 projectsBurnt Orange Accounting is a company specializing in tax preparation and accounting services. With 100% positive feedback from their clients, they are praised for their exceptional responsiveness and affordability, significantly easing clients' tax-related concerns. Their services include tax preparation and financial advisory, ensuring a smooth and worry-free experience for their clients.
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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 company specializing in Accounting Services, providing monthly bookkeeping and financial statement preparation. Reviews indicate a high level of satisfaction, with clients appreciating their reliability and responsiveness. Approximately 100% of reviewers highlight their positive customer service and bookkeeping expertise, though some note the potential challenge of transitioning accountants if staff changes occur.
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$100,000+Undisclosed10 - 49Montville, NJ
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See all 1 projectsStratton Equities specializes in creative real estate financing solutions, particularly for multifamily properties. Reviews highlight the company's personalized service and meticulous attention to detail, with clients appreciating their professionalism and effective communication. Despite some deals not going through due to external factors, clients express confidence in Stratton Equities for future opportunities.
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UndisclosedUndisclosed10 - 49New Britain, PA
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See all 1 projectsJebran & Abraham, P.C. is an accounting services firm specializing in bookkeeping, financial reporting, audit services, and tax preparation. They receive predominantly positive feedback, with clients praising their expertise in nonprofit auditing and their ability to integrate seamlessly into business operations. Notably, 100% of reviewers commend their reasonable pricing and personalized support, although some note slower communication during peak tax season.
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UndisclosedUndisclosed2 - 9New York, NY
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See all 1 projectsARK-LLP Accountant and Advisors is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. Reviews emphasize their integrity and client-focused approach, with 100% of reviewers highlighting their comprehensive guidance and cost-effectiveness. The firm is noted for its personalized service and effective management of both business and personal finances. Improvements in communication speed were mentioned, potentially influenced by remote work conditions.
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UndisclosedUndisclosedFreelancerBayonne, NJ
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See all 1 projectsSidhom Accounting and Tax Consultants is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory for businesses of varying complexities. Their clients have expressed high satisfaction with their expertise, particularly in handling interconnected companies and substantial revenue, with 100% positive feedback. A minor concern is the busy tax season, which is a common issue industry-wide.
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UndisclosedUndisclosed50 - 249Camp Hill, PA
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See all 1 projectsMcKonly & Asbury is an accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, and audit services. The feedback highlights their efficiency, commitment to client values, and superior quality of work, with 100% of reviewers expressing satisfaction and no areas for improvement noted.
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List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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 -
$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+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36/40.017.8/20 Reviews8.8/10 Clients & Experience9.5/10 Market PresenceService focus
25% Accounting75% 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+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33/40.016.4/20 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 -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.1/40.017.8/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% 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 - $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+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.