Top Financial Services Firms
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Featured
What are Featured Providers?
$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 - 9Wichita Falls, TX
Services provided
See all 1 projectsWelch, Sanders & Associates, LLP offers a comprehensive range of accounting services including bookkeeping, tax preparation, and payroll tax management. Reviews highlight their effectiveness in avoiding IRS audits and penalties, though some feedback suggests pricing improvements. The firm is noted for its reliable communication through virtual meetings, phone calls, and email.
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UndisclosedUndisclosed10 - 49Tampa, FL
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See all 1 projectsLLIS offers efficient and quick services, consistently meeting client expectations. Overall feedback highlights their intelligence and effectiveness in task completion, with clients appreciating their proximity and trusted recommendations. Communication methods include virtual meetings and phone calls, with some suggestions for improvement.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsAdvisor offers services in financial management, including bookkeeping and cost management, tailored to meet clients' needs. Clients highlight significant cost savings and value for money as key benefits of their partnership with Advisor. However, there is a noted desire for more frequent communication and enhanced understanding of financial processes.
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UndisclosedUndisclosed10,000+New York, NY
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See all 1 projectsNew York Life offers services in retirement planning through life insurance, as indicated by feedback highlighting their role in individual retirement planning. Reviews emphasize their positive reviews, ratings, and cultural fit, contributing to successful partnerships with enhanced communication options, including virtual meetings, with no noted areas for improvement.
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UndisclosedUndisclosed50 - 249Kingsburg, CA
Services provided
See all 1 projectsVan Beurden Insurance Services, Inc. offers business insurance and employee benefits insurance. The overall feedback indicates satisfaction with their services, highlighting reduced rates compared to other brokers and better offerings for employees. Clients appreciate their responsiveness and effective communication through various channels.
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UndisclosedUndisclosed2 - 9Listowel, Ireland
Services provided
See all 1 projectsMoloney McCarthy & Associates provides services including Bookkeeping, Financial Reporting, and Financial Analysis to assist companies in making sound financial decisions. Their overall client feedback highlights effective financial guidance and positive outcomes, although there are suggestions for enhancing communication.
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UndisclosedUndisclosed2 - 9Springfield, IL
Services provided
See all 1 projectsEstes Bridgewater & Ogden provides comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. Their clients consistently highlight their accuracy, reliability, and alignment with company values. Additionally, the firm is praised for its effective communication and commitment to ensuring financial accuracy.
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UndisclosedUndisclosed50 - 249Greenwood Village, CO
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See all 1 projectsGreat-West provides a range of financial services, including bookkeeping, tax preparation, and financial reporting. Reviews highlight positive employee engagement and efficient service delivery. However, there is feedback suggesting a need for a better selection of low-cost funds and additional ETFs. Overall, Great-West is valued for its good service and positive impact on employee financial well-being and retirement planning.
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UndisclosedUndisclosed50 - 249Conway, AR
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See all 1 projectsThe Mackey Firm offers comprehensive financial management services, including payroll, tax filings, investments, and retirement plans. The overall feedback from reviews highlights the firm's thoroughness, efficiency, and excellent communication, resulting in streamlined processes and accurate, timely deliverables. Clients particularly appreciate the firm's quick response and high-quality service.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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See all 1 projectsQPS offers services that facilitate domestic and international sales, focusing on delivering goods as a service. Reviews indicate that QPS effectively aligns with client expectations, providing good value for cost. Clients appreciate the company's ability to foster strong communication through in-person meetings, virtual meetings, and phone calls, resulting in mostly positive outcomes.
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UndisclosedUndisclosed10 - 49
Services provided
See all 1 projectsBaker Tilly offers a range of accounting services including Tax Preparation and related documentation. Overall feedback indicates satisfaction with their pricing and ability to reduce tax burden, although there is a desire for more cost savings. Communication methods include in-person meetings, virtual meetings, phone calls, and emails.
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UndisclosedUndisclosed250 - 999Little Rock, AR
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See all 1 projectsCrews provides comprehensive financial services including Financial Reporting, Audit Services, and Financial Analysis. Clients appreciate their client-oriented approach, effective virtual communication, and timely deliverables. Though occasional in-person meetings are suggested for enhanced partnership growth, Crews is praised for aligning with client values and offering a suitable pricing structure.
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UndisclosedUndisclosed10 - 49Star Prairie, WI
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See all 1 projectsJLC Bookkeeping Plus offers services including bookkeeping, financial reporting, and tax preparation. Their clients appreciate the company's experienced staff and effective communication methods, highlighting their positive impact on monthly financial close processes. The feedback consistently underscores their reliability and cost-effective solutions.
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UndisclosedUndisclosed10 - 49Ħal Balzan, Malta
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See all 1 projectsKSi Malta offers accounting management and personal tax declaration services. However, feedback indicates significant dissatisfaction with their pricing practices, citing inflated costs for services and discrepancies in charges compared to other advisors. A common theme is a need for improvement regarding customer treatment and pricing fairness.
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UndisclosedUndisclosed50 - 249Boston, MA
Services provided
See all 1 projectsWelch & Forbes LLC provides comprehensive accounting services, including Bookkeeping, Financial Reporting, and Tax Preparation. Clients appreciate their trustworthy and professional approach, noting that the partnership yielded positive results and effective communication through various channels. The firm's strong cultural fit and positive reviews further underscore their capability in financial services.
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UndisclosedUndisclosed250 - 999Port Washington, WI
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See all 1 projectsAnsay & Associates offers coverage for property, liability, and workers compensation insurance. Feedback from clients highlights timely processing of requests and the benefit of consistent communication with long-term agents. However, some clients expressed a desire for more competitive rates.
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UndisclosedUndisclosed10 - 49Dallas, TX
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See all 1 projectsResolution Finance offers a comprehensive suite of services including bookkeeping, financial reporting, tax preparation, and CPA services. Their clientele appreciates the company for enhancing success and popularity, although some suggest increasing their workforce for improved efficiency. Virtual meetings, phone calls, and emails facilitate their communication.
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UndisclosedUndisclosed2 - 9Rochester, NY
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See all 1 projectsConlon & Company specializes in bookkeeping, tax preparation, and corporate filings. However, reviews indicate significant dissatisfaction with their performance, citing frequent mistakes, poor communication, and unfulfilled contractual obligations. Overall, clients experienced inefficiencies that resulted in additional costs and frustration.
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UndisclosedUndisclosed2 - 9New York, NY
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See all 1 projectsLefstein-Suchoff CPA & Associates specializes in Tax Preparation, Bookkeeping, and Financial Reporting. Overall feedback indicates significant dissatisfaction with their services, citing errors in tax returns and poor responsiveness to issues. Clients reported a lack of professionalism and accountability, with some recommending against using this firm.
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UndisclosedUndisclosed50 - 249Bolton, England
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See all 1 projectsKBS Corporate offers a highly creative and proactive approach in order to identify prospective acquirers from across the globe. With a history of delivering success, we can provide a tailored sale
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UndisclosedUndisclosed50 - 249Washington, IA
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See all 1 projectsLattaHarris, LLP offers comprehensive Accounting services including Bookkeeping, CPA, Financial Reporting, and Tax Preparation. Reviews indicate significant dissatisfaction, with clients reporting poor communication, delays, and errors in tax preparation. The overall feedback highlights a need for improvement in project management and responsiveness.
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UndisclosedUndisclosed50 - 249Spring Hill, Australia
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See all 1 projectsMarsh & Partners offers a range of accounting services, including reconciliation of accounts. However, the overall feedback highlights serious concerns, with allegations of fraudulent practices and unethical behavior by a senior accountant, and inadequate responses from the management team when challenged. Potential clients should thoroughly research and consider these reviews before engaging Marsh & Partners.
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UndisclosedUndisclosed10 - 49Landover, MD
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See all 1 projectsThe HR Source specializes in staffing for HR and administrative roles. Reviews reveal significant concerns, citing poor management, lack of effective communication, and high employee turnover. There is a consistent theme of dissatisfaction with the company's leadership, training, and unrealistic performance expectations, which ultimately contribute to a negative working environment.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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See all 1 projectsDuffy Kruspodin, LLP offers a range of accounting services, including Tax Preparation and Financial Reporting. Client feedback highlights concerns about poor project management and data privacy issues, although they fulfill their deliverables accurately. The reviews suggest a need for improvements in communication and record-keeping practices.
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UndisclosedUndisclosed2 - 9Daly City, CA
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See all 1 projectsAbdullah Accounting Services Inc. is Located in Daly City, California. At tax time or any time, don't risk the hassle and stress of dealing with difficult accounting when the professionals at
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UndisclosedUndisclosed10 - 49Santa Monica, CA
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See all 1 projectsFull Stack Finance provides services including bookkeeping and financial reporting. While their proximity to clients' locations is a positive, overall feedback indicates significant dissatisfaction with project management and responsiveness. The reviews suggest a need for substantial improvements in client communication and management practices.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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See all 1 projectsDMCL offers Audit Services, primarily acting as company auditors. Overall feedback from their reviews indicates significant dissatisfaction, highlighting issues with competence, communication, and timeliness. Clients reported numerous errors and unprofessional behavior from staff, leading to missed deadlines and additional work due to error correction.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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See all 1 projectsTULATAX Tax Service offers services in Tax Preparation and related financial areas. Customer feedback highlights significant dissatisfaction with the accuracy and integrity of their services, including issues with incorrect tax filings and allegations of misappropriated funds. Clients report a lack of transparency and responsiveness, recommending against their services.
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UndisclosedUndisclosed2 - 9Douglasville, GA
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See all 1 projectsHagan, Johnson & Associates, CPA, PC offers services in tax preparation and financial reporting. The overall feedback indicates significant dissatisfaction with their services, highlighting issues with communication, project management, and claims of undelivered work. The client expressed concerns about lost personal information and a lack of integrity, leading to a negative recommendation.
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UndisclosedUndisclosed2 - 9Troy, MI
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See all 1 projectsBraun & Associates, CPA, PLC offers services such as bookkeeping, financial reporting, tax preparation, and CPA-related tasks. However, reviews indicate significant concerns regarding professionalism, technical capability, and communication. Clients report a lack of follow-through and responsibility, with unmet project commitments and insecure handling of sensitive information.
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UndisclosedUndisclosed2 - 9White Plains, NY
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See all 1 projectsDeodat S. Singh CPA PC provides services including Tax Preparation and CPA expertise. However, client feedback highlights significant issues in accuracy, communication, and professionalism, noting multiple errors in tax filings and poor client interaction, which have led to substantial financial losses for the customer.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsMonarch Business Valuations specializes in providing business valuation services, particularly for software as a service (SaaS) companies. However, the feedback indicates dissatisfaction with their services, highlighting issues such as incorrect business model application, lack of responsiveness, and poor execution. One client described the valuation report as worthless due to these shortcomings.
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Undisclosed$100 - $149 / hr50 - 249Carmel, IN
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Blue Horseshoe Solutions is an ERP consulting and SI company. Their team is headquartered in Carmel, Indiana and specializes in ERP consulting and SI and Accounting.
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Undisclosed$150 - $199 / hr50 - 249Baltimore, MD
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Gross Mendelsohn and Associates is an Accounting company. Established in 1960, their team specializes in Accounting.
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Undisclosed< $25 / hr50 - 249Ahmedabad, India
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In Ahmedabad, India, Harbour is a midsize custom software development company. The team offers Custom Software Development and E-Commerce Development.
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$1,000+$50 - $99 / hr50 - 249Boston, MA
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Edelstein & Company, an Accounting company, was launched in 1968. The firm offers Accounting, and is midsize.
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$1,000+$100 - $149 / hr50 - 249East Syracuse, NY
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FMF&E is a midsize East Syracuse, New York-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Woburn, MA
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Rucci, Bardaro & Falzone is an Accounting company. In Woburn, Massachusetts and Atkinson, New Hampshire, their small team provides Accounting. The company was established in 1982.
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$1,000+$25 - $49 / hr10 - 49San Francisco, CA
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Bregante + Company, an Accounting company, focus on Accounting. They were launched in 1976.
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$1,000+$100 - $149 / hr10 - 49Pleasant Hill, CA
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Spiegel Accountancy Corp is a small Accounting company located in Pleasant Hill, California. Their services include Accounting.
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$1,000+$100 - $149 / hr50 - 249Irvine, CA
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Haskell & White is an Irvine, California-based Accounting company. They offer Accounting.
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$10,000+$50 - $99 / hr50 - 249Sofia, Bulgaria
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Virtual Affairs is an UX design agency. Based in Sofia, Bulgaria and Amsterdam, Netherlands, their midsize team specializes in UX/UI Design and Mobile App Development. The agency was founded in
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$1,000+$100 - $149 / hr2 - 9Washington, DC
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Dagley & Co is a Washington, District of Columbia-based Accounting company. They offer Accounting and were established in 2013.
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$1,000+$100 - $149 / hr2 - 9Bethesda, MD
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Established in 2011, BusinessWise CPA, a small Accounting company, is in Bethesda, Maryland. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Falls Church, VA
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Make My Day CPA is an Accounting company. Established in 2015, the company offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Alexandria, VA
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Adroit Tax is a small Accounting company. They focus on Accounting and were founded in 2011.
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$1,000+$100 - $149 / hr2 - 9Annapolis, MD
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MKS, an Accounting company, offers Accounting. The firm is in Annapolis, Maryland.
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$1,000+$100 - $149 / hr2 - 9Camp Springs, MD
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Accounting company Capital T. Solutions specializes in Accounting. They are located in Camp Springs, Maryland.
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$1,000+$100 - $149 / hr2 - 9Waldorf, MD
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CPA Tax Shop, an Accounting company, was launched in 2013. The firm specializes in Accounting, and is small.
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$1,000+$100 - $149 / hr2 - 9Alexandria, VA
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The Accounting Firm is an Accounting company. Founded in 2010, the team specializes in Accounting. The firm is in Alexandria, Virginia.
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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.