Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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 - 9Santa Fe, NM
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See all 1 projectsSwain & Grieco, LLC is an accounting firm offering Tax Preparation and Accounting Services. However, based on available reviews, the feedback is overwhelmingly negative, with 100% of reviewers highlighting poor communication and failure to deliver tax returns in a timely manner. Many emphasize the need for significant improvement in responsiveness and professionalism.
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UndisclosedUndisclosed2 - 9San Jose, CA
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See all 1 projectsS & S Tax Service is an accounting service provider specializing in tax preparation and financial reporting. However, the feedback is overwhelmingly negative, with 100% of reviewers expressing dissatisfaction due to poor communication and failed service delivery. Clients report severe financial repercussions and demand improvements across all areas, highlighting a critical need for better project management and customer service.
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UndisclosedUndisclosed10 - 49Orem, UT
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See all 1 projectsMazuma USA is a company that offers bookkeeping and tax preparation services. Based on a review, the company faces significant challenges in service delivery, with issues in bookkeeping accuracy, tax filing delays, and communication shortcomings. Despite an attractive pricing structure, 100% of the feedback indicates dissatisfaction, highlighting operational and customer service deficiencies.
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UndisclosedUndisclosed2 - 9Denver, CO
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See all 1 projectsBoxelder Consulting & Tax Relief is a firm specializing in tax relief and accounting services, including tax preparation and financial advisory. The reviewed experience highlights concerns with customer relations and professionalism, particularly with a key representative. While the firm may offer valuable accounting services, the feedback emphasizes caution, with 100% of the review expressing dissatisfaction with communication and client handling.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsApel Associates, Inc. is a firm specializing in tax preparation and accounting services. Overall feedback from the reviews reflects a predominantly negative experience, with issues such as errors and poor communication cited, and a lack of accountability for mistakes. Despite some efforts from lower-level employees, 100% of the documented client feedback highlights significant areas for improvement, particularly regarding financial advisory and tax filing accuracy.
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UndisclosedUndisclosed2 - 9Denver, CO
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See all 1 projectsThe Adams Group, LLC - Denver is a CPA firm specializing in accounting services, including tax filing and tax preparation. However, the overall feedback from clients is negative; 100% of reviewers mention issues with professionalism, responsiveness, and outdated practices, resulting in penalties and dissatisfaction with the service provided.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
See all 1 projectsJoseph Latif, CPA specializes in Accounting Services, including Tax Preparation and Financial Reporting. However, the reviews indicate significant dissatisfaction, citing unprofessionalism and incomplete tax filing, with one reviewer highlighting a negative experience with poor communication and unfinished work. Overall, the feedback is 100% negative regarding their services.
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UndisclosedUndisclosed2 - 9Garden City, NY
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See all 1 projectsMike Aversano CPA PC is an accounting services firm offering tax preparation and financial advisory services. However, feedback from reviews indicates a significant lack of communication and professionalism, with 100% of reviewers reporting negative experiences and unmet expectations. Clients describe the firm as unresponsive and unprofessional, cautioning potential clients against engaging with their services.
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UndisclosedUndisclosed50 - 249Oak Brook, IL
Services provided
Cultivate Advisors is a midsize Business Consulting company. Established in 2013, the team offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
See all 1 projectsFAR Consulting Middle East is an accounting services firm specializing in bookkeeping, tax preparation, payroll, and financial reporting. The company is highly praised for its responsiveness, with 100% of reviewers noting their proactive communication and adaptability. Key clients commend their expertise and ability to deliver personalized attention, enhancing client satisfaction.
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UndisclosedUndisclosed1,000 - 9,999Rio de Janeiro , Brazil
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See all 1 projectsPwC is a global network of separate and independent firms that work seamlessly in providing Business Consulting, Tax and Corporate Consulting, Auditing and Outsourcing services. The most strategic
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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See all 1 projectsAstute is a professional firm located in the heart of Silicon Valley - San Francisco Bay Area that delivers cutting-edge automated solutions and business consulting services together with
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$1,000+$25 - $49 / hr2 - 9Akron, OH
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See all 1 projectsCarey & Associates, Inc is a family-owned full service CPA firm with multiple locations to service Northeastern Ohio. We provide Personal, Business, and Non-Profit Tax Services,
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UndisclosedUndisclosed250 - 999Sunnyvale, CA
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See all 4 projectsEdelman Financial Engines offers a range of services, including Financial Reporting, Tax Preparation, and CFO services. Reviews highlight their good value for cost, positive culture fit, and effective communication methods. The overall feedback from clients is positive, noting smooth operations and significant support in achieving financial goals.
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Undisclosed< $25 / hr250 - 999Ahmedabad, India
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See all 3 projectsKMK Ventures Private Limited is a professional firm providing comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. Reviewers highlight their expertise and dedication, with 100% positive feedback emphasizing a well-organized workflow and responsive communication. Notably, their team of over 200 professionals ensures reliable and secure accounting solutions tailored to client needs.
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UndisclosedUndisclosed2 - 9
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See all 2 projectsWHP Human Resource Consulting (Pty) Ltd) offers comprehensive HR outsourcing, business systems implementation, and consulting services, including tax setup, payroll, recruitment, and branding. Clients praise their competence, clear communication, and strategic effectiveness, noting their ability to handle complex tasks and deliver professional, cost-effective solutions. Overall, the feedback highlights their reliability and client-focused approach.
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UndisclosedUndisclosed10,000+Daytona Beach, FL
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See all 2 projectsBrown & Brown offers comprehensive business insurance solutions and employee benefits services. Reviews highlight their geographic convenience, budget-friendly pricing, and strong support for coverage questions and claims. Clients note high satisfaction with the value and employee support provided, although one review mentioned a desire for lower costs. Brown & Brown has fostered long-term partnerships marked by effective communication and reliable service delivery.
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$1,000+$50 - $99 / hr2 - 9Richardson, TX
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See all 2 projectsGnesist LLC is an accounting services firm specializing in bookkeeping, tax preparation, financial planning, and business consulting. With a 100% positive feedback rate, clients praise their affordability, responsiveness, and personalized approach. Reviewers consistently highlight their timely service and impressive client portal, making them a trusted partner for businesses seeking reliable financial management.
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UndisclosedUndisclosed50 - 249Oxford, England
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See all 2 projectsShaw Gibbs offers services that facilitate communication and support business expansion, effectively contributing to increased revenue and employee growth. The overall feedback from their clients highlights their efficient service delivery and cost-effective pricing, which are consistently noted as impressive aspects of their partnership.
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$1,000+$25 - $49 / hr50 - 249Troy, MI
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See all 1 projectsTrion Solutions provides payroll and employee management services, aiming to optimize payroll processes for companies. Feedback highlights a significant business impact, with reported growth of 21% for client companies. Communication is effectively maintained through virtual meetings, and overall, the reviews indicate high satisfaction without notable areas for improvement.
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UndisclosedUndisclosed2 - 9San Jose, CA
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See all 1 projectsDunham Associates CPAs provides comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. The reviews highlight the firm's effective financial analysis and consistent communication, leading to increased revenue and high customer satisfaction. Clients appreciate the firm's professionalism, alignment with company values, and budget-friendly pricing.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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See all 1 projectsAGX provides accounting and VAT-related services with a focus on streamlining and improving accounting processes. Reviews highlight AGX's professionalism, timely service, and genuine interest in understanding and growing with client businesses. Their team is noted for being approachable yet professional, contributing to achieving financial stability for clients.
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UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
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See all 1 projectsHR POOL provides recruitment services, including executive search and customized recruitment strategies. The overall feedback highlights their efficient project management, responsiveness, and extensive professional database. Clients appreciate their ability to meet recruitment needs effectively, with no significant areas for improvement noted.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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See all 1 projectsInfinity Tax Solutions provides comprehensive Tax Preparation, Bookkeeping, and Financial Reporting services. Reviews highlight their timely delivery, reliability, and strong customer service. Clients appreciate the value for cost and effective communication methods, reinforcing Infinity Tax Solutions as a trusted partner for small business financial needs.
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UndisclosedUndisclosed10 - 49Knoxville, TN
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See all 1 projectsNovinger, Ball & Zivi, P.C. offers comprehensive accounting services including tax preparation, tax planning, IRS representation, and litigation support. The overall feedback from clients highlights their effectiveness in reducing tax liabilities and navigating audits successfully, with consistent praise for their timely and accurate service.
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UndisclosedUndisclosed2 - 9San Diego, CA
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See all 1 projectsChristian Accounting and Payroll Services offers comprehensive services including Accounting, Payroll Services, and Corporate year-end work. Clients commend their excellent communication, quality financial reports, and proactive approach, with a notable mention of their accessibility and personalized service. The firm’s competitive pricing and ability to exceed client expectations are recurrent themes in the feedback.
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UndisclosedUndisclosed10 - 49Wichita, KS
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See all 1 projectsLarson & Company, P.A. offers services including Tax Preparation, federal and state tax filings, and CPA services. The reviews indicate that the firm successfully meets clients' tax filing needs and expectations, with a particular strength in timely and accurate service delivery. However, there is room for improvement in communication regarding timelines.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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See all 1 projectsMWB Accountants offers audit services and financial analysis, focusing on comprehensive financial auditing for clients. Reviews highlight their professionalism, timely service, and seamless workflow, with a particular commendation for their industry-specific knowledge and the expertise of their Director, Michael.
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UndisclosedUndisclosed1,000 - 9,999Enterprise, AL
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See all 1 projectsCarr, Riggs & Ingram offers comprehensive accounting services including payroll, tax preparation, and electronic filing. The overall feedback is positive, highlighting their effectiveness in managing taxes and payroll, and their strong communication through in-person meetings, phone calls, and emails. The partnership is seen as successful with no areas for improvement noted.
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UndisclosedUndisclosed10 - 49Billings, MT
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See all 1 projectsSummers Mc Nea & Co: Deegan Ann E CPA specializes in Tax Preparation, ensuring accurate and timely completion for businesses. Clients consistently praise their reliability and effective communication through in-person meetings, phone calls, and email. The firm is highly recommended for its expertise and budget-friendly pricing, with no notable areas for improvement mentioned.
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UndisclosedUndisclosed2 - 9South Bend, IN
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See all 1 projectsArmstrong & Reist provides payroll and record-keeping services. The overall feedback indicates a positive experience, with clients appreciating the alignment of company values and effective communication through in-person meetings and phone calls. The reviews highlight satisfaction with deliverables and indicate no significant areas for improvement.
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UndisclosedUndisclosed10 - 49Eau Claire, WI
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See all 1 projectsBauman Associates, Ltd. provides a range of accounting services, including Audit Services and Tax Preparation. Reviewers highlight the firm's effectiveness in delivering clean audits and completing necessary tax documentation, with commendations for their thorough financial analysis and efficient communication methods. Overall, clients appreciate their professional expertise and budget-friendly pricing.
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UndisclosedUndisclosed2 - 9Somersworth, NH
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See all 1 projectsDumais & Ferland CPAs LLC offers tax preparation and filing services, ensuring compliance with federal and state laws while maximizing returns. Reviews highlight the firm’s knowledgeable and reliable service, effective communication, and significant value for cost, resulting in satisfied clients who appreciate their professionalism and thoroughness in filing taxes.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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See all 1 projectsSan Diego Bookkeeping and Accounting provides comprehensive bookkeeping and accounting services, assisting clients with financial reporting and tax preparation. Reviews highlight their ability to significantly reduce overhead costs and their strong cultural fit with client organizations.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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See all 1 projectsPacific Northwest Wealth Management offers services in financial planning, tax strategies, and long-term investment advisory. Reviews highlight their expertise in managing substantial funds, attentive project management, and effective communication. Clients appreciate the company's boutique nature and the confidence instilled through their experienced financial guidance.
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UndisclosedUndisclosed2 - 9Ñuñoa, Chile
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See all 1 projectsTCF provides professional digital marketing services, including managing Facebook ads to achieve high Return on Ad Spend (ROAS), particularly for Kickstarter campaigns. The overall feedback highlights TCF's responsiveness, professionalism, and patience, with clients consistently noting their timely delivery and effective communication.
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UndisclosedUndisclosed2 - 9North Bethesda, MD
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See all 1 projectsCole Tax Services offers comprehensive accounting services including Tax Preparation, Financial Reporting, and advisory on new laws and business strategies. Clients consistently highlight the company's trustworthiness, up-to-date tax information, and prompt, effective communication, marking them as a reliable partner for financial needs.
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UndisclosedUndisclosed1,000 - 9,999Seattle, WA
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See all 1 projectsMoss Adams offers services in not-for-profit tax compliance, catering specifically to large and diverse needs. The reviews highlight the company's strong local reputation, alignment with client values, and effective communication methods. Overall, clients express high satisfaction with Moss Adams' documented deliverables and consistent performance.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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See all 1 projectsTax Hardship Center, LLC offers a range of accounting services including tax preparation, bookkeeping, and financial reporting. The overall feedback from reviews emphasizes their effective handling of tax-related tasks, providing good value for cost, and significantly reducing the client's administrative burden. Clients appreciate their efficiency and professionalism, although some have noted minor improvements could be made in communication.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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See all 1 projectsHJ Wu & Company Inc. provides a comprehensive range of accounting services, including audit, advisory, and tax preparation. Reviews highlight the firm's exceptional professionalism, meticulous attention to detail, and outstanding client support. Clients commend their deep knowledge, transparent communication, and commitment to ensuring precision in financial reporting.
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UndisclosedUndisclosed250 - 999Clayton, MO
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See all 1 projectsRubinBrown provides tax law services, including advising individuals and companies on various legal matters. Client reviews on Clutch.co highlight the firm's ability to enhance company profits and improve client service capabilities. RubinBrown is praised for its professionalism, alignment with company values, and the positive impact on clients' business operations.
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UndisclosedUndisclosed2 - 9Simsbury, CT
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See all 1 projectsWILLIAM R. SCOVILLE CPA LLC offers comprehensive accounting services, including Tax Preparation and CPA expertise. Client feedback highlights their prompt and efficient handling of complex tax issues, meticulous attention to detail, and exceptional communication. Customers appreciate their thorough approach and ability to resolve intricate financial problems swiftly and accurately.
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$1,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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See all 1 projectsAMCA Auditing And Business Advisors offers a range of services, including Audit Services. Clients highlight their professionalism, timeliness, and error-free deliverables, indicating an experienced and highly competent team. The company is chosen for its high ratings and impressive service, consistently meeting client needs through effective communication and project management.
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UndisclosedUndisclosed10 - 49London, England
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See all 1 projectsHFM Tax & Accounts offers tailored accounting services, including tax preparation, bookkeeping, and financial reporting. Their reviews highlight their professionalism, effective communication, and the significant improvements in clients' cash flow and documentation processes. Overall, HFM Tax & Accounts is commended for their expertise and client-focused approach.
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$10,000+Undisclosed10 - 49Dubai, United Arab Emirates
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See all 1 projectsCRESCO Accounting provides comprehensive services including bookkeeping, tax preparation, and payroll management. The overall feedback highlights their reliability and efficiency, with clients reporting a seamless experience and no issues since partnering with them. The company is praised for effectively saving time and managing expenses.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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See all 1 projectsLPA Accountancy offers a comprehensive suite of accounting services, including bookkeeping, tax preparation, financial reporting, and financial analysis. Reviews consistently highlight their professionalism, attention to detail, and commitment to personalized service. Clients appreciate their timely delivery, effective communication, and ability to tailor services to specific financial needs, making them a valuable partner in financial management.
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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 York, NY
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See all 1 projectsFinance For Thought provides comprehensive financial and tax planning strategies, including bookkeeping, financial reporting, and CFO services. The reviews highlight their detail-oriented approach and ability to deliver tailored solutions, although there is room for improvement in communication. Overall, clients are satisfied with the meticulous and impactful outcomes of their services.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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See all 1 projectsNFP provides services such as fiduciary management, employee financial wellness seminars, and compliance support, with a particular focus on 401(k) plans. Reviews indicate strong alignment with company values and commend their service and support in financial planning and compliance. The feedback highlights consistent and effective communication through various channels, with no noted areas for improvement.
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UndisclosedUndisclosed250 - 999New York, NY
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See all 1 projectsMazars in US offers services that include monitoring and controlling outsourced activities and enabling sales to foreign markets with lower living standards. The overall feedback highlights the company’s ability to influence revenue and generate leads, with clients appreciating the number of active deals and the cost-effectiveness of partner-sourced customer acquisition.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 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+< $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+$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 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 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
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% 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 -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.