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 branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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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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UndisclosedUndisclosed2 - 9Coventry, RI
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See all 1 projectsSkyline Accounting is a firm specializing in Accounting Services, including Financial Reporting, Inventory Management, and Business Auditing. Clients praise their detail-oriented and persistent approach, with 100% of reviewers noting their thoroughness and effective problem-solving skills. Their proactive communication and ability to foster a positive client relationship are also highly commended.
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UndisclosedUndisclosedFreelancerChicago, IL
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See all 1 projectsDavis Tax Services is an accounting firm specializing in tax preparation, bookkeeping, and financial advisory services. They excel in thoroughness, prompt communication, and knowledgeable tax support, with 100% of reviewers noting their impactful assistance in achieving financial goals. The firm is praised for its efficiency, though scalability may enhance service as business grows.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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See all 1 projectsPaul Gupta and Associates is a CPA firm offering comprehensive accounting services, including tax preparation, financial advisory, and business auditing. With over 15 years of collaboration, 100% of reviewers emphasize their adept handling of complex tax systems and personalized financial advice. Their dual expertise as accountants and business owners is noted as a significant advantage.
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UndisclosedUndisclosed50 - 249Melbourne, Australia
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See all 1 projectsBlueRock is a dynamic professional services firm offering comprehensive Accounting Services, including Tax Filing and Financial Advisory, along with legal and business strategy support. The reviews highlight BlueRock's innovative approach and their commitment to pushing boundaries, with 100% of reviewers lauding their youthful and unconventional style. Clients appreciate their proactive assistance, particularly in exploring government grants and other business growth opportunities.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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See all 1 projectsMark B Lackie CPA specializes in accounting services, including bookkeeping, tax preparation, and financial reporting tailored to nonprofits. The overall feedback is overwhelmingly positive, with 100% of reviewers praising his personalized service and commitment to transparency. Clients particularly value his expertise in managing IRS 990 forms and his proactive communication, making him a trusted partner for financial advisory and accounting needs.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsMayflower Accountancy is an expert in accounting services, providing bookkeeping, tax preparation, and financial advisory support. Clients praise their structured project management and quick responsiveness, with 100% of reviewers highlighting their valuable business advice and accessibility. They excel at supporting small and growing businesses with multiple revenue streams.
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UndisclosedUndisclosed10 - 49Washington, DC
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See all 1 projectsHan Group LLC is a comprehensive accounting services firm, specializing in outsourced CFO services, financial management, audit services, and bookkeeping. They consistently receive positive feedback, with 100% of clients praising their detailed financial reporting, audit expertise, and leadership in nonprofit financial management. Their client-centric approach and ability to simplify complex financial processes are highly commended.
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UndisclosedUndisclosed2 - 9Fort Collins, CO
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See all 1 projectsflamingcpa is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The company's clients appreciate their responsiveness and accuracy, with 100% of reviewers highlighting their capability to handle financial challenges effectively. Clients value flamingcpa's integrity and project management skills, noting they provide comprehensive, accurate services that minimize risk.
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UndisclosedUndisclosed10 - 49New York, NY
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See all 1 projectsdbooks bookkeeping services is a specialized firm offering comprehensive bookkeeping and financial reporting solutions. With 100% positive feedback from clients, they are praised for their meticulous attention to detail and efficiency in financial management, particularly in bookkeeping and tax filing. Clients appreciate their organized communication methods and strategic financial insights, highlighting their capacity to support business growth and expansion effectively.
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UndisclosedUndisclosed2 - 9New York, NY
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See all 1 projectsBaharestani & Ritt LLP is an accounting firm specializing in Tax Preparation and Financial Analysis. With over 20 years of service, 100% of reviewers highlight their efficiency and comprehensive understanding of tax laws, reflecting a strong reputation in accurate and organized tax filing. Notably, clients frequently commend their attention to detail and reliable service.
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UndisclosedUndisclosed2 - 9West Bloomfield Township, MI
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See all 1 projectsFriedman & Associates, P.c. is a CPA firm offering comprehensive Accounting Services, including Tax Preparation and Financial Advisory. The reviews highlight a consistent ability to navigate complex tax codes and optimize clients' tax situations, with 100% positive feedback mentioning effective tax reduction strategies. Client feedback emphasizes their proficiency in Financial Reporting and Tax Filing, despite seasonal communication challenges.
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UndisclosedUndisclosed10 - 49San Dimas, CA
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See all 1 projectsJAAG Financial Services is a company specializing in accounting services, financial planning, and tax preparation. Their clients commend them for their attention to detail and excellent customer service, with 100% of the feedback being positive. They provide monthly and quarterly financial reports and analyses, although some clients suggest a more aggressive long-term planning approach.
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UndisclosedUndisclosed10 - 49Wuhu Shi, China
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See all 1 projectsWuhu Hande Business Consulting Co., Ltd. is a human resources outsourcing company specializing in personnel agency and social security services. Feedback highlights the company's integrity, customer-first approach, and proficiency in managing social security processes. Reviewers note their effective handling of issues, with 100% of feedback being positive, though they suggest enhancing their digital platform capabilities.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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See all 1 projectsPell-Rose Inc. is a reputable accounting services provider, proficient in bookkeeping, reconciliation, and budgeting, primarily operating remotely. Their engagement with clients has been exemplary, with 100% of reviewers expressing satisfaction and praising their expertise and efficiency. Clients commend their project management and communication, affirming their status as experts who consistently deliver high-quality financial services.
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UndisclosedUndisclosed2 - 9Flushing, NY
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See all 1 projectsLucky Tax Service (Yang Hyonjoo) is a comprehensive accounting firm providing bookkeeping, tax preparation, financial planning, and auditing services. With 100% positive feedback, clients highlight their project management skills and personalized service, treating clients like family. They excel in guiding businesses through financial complexities, exemplified by aiding in loan procurement during the pandemic and supporting business expansion.
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UndisclosedUndisclosed10 - 49Frederick, MD
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See all 1 projectsHildebrand, Limparis & Associates, CPAs, PC is a professional accounting firm specializing in Tax Preparation, Financial Advisory, and Tax Filing services. With a 15-year ongoing partnership, 100% of reviewers highlight their extensive tax knowledge and consulting expertise, although some mention a need for improved responsiveness and technological integration. Overall, they are commended for ensuring compliance and optimizing business operations.
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UndisclosedUndisclosed2 - 9Crystal Lake, IL
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See all 1 projectsGRA, PC (George Roach & Associates) is an accounting services firm specializing in Business Auditing, Financial Statement Preparation, and Financial Advisory. According to client reviews, they are praised for their efficiency, timely project management, and competitive pricing. With 100% positive feedback, clients highlight their straightforward processes and effective communication, demonstrating their expertise in managing annual audits and financial consulting.
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UndisclosedUndisclosed10 - 49Markham, Canada
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See all 1 projectsEquinox Arora Realty Inc., Brokerage is a real estate company specializing in office and large space acquisitions. The feedback highlights their expertise in market analysis and negotiation, leading to successful deals below the client's budget. The client expressed satisfaction with their comprehensive service, noting their industry knowledge and effective communication, with 100% positive feedback on their performance.
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UndisclosedUndisclosed10 - 49Baltimore, MD
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See all 1 projectsPL Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The company's reviews highlight their effective communication, fair pricing, and capability to exceed client expectations. Impressively, 100% of the feedback is positive, underscoring their role as a reliable partner in financial matters. Clients appreciate their proactive approach and the willingness to go the extra mile.
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UndisclosedUndisclosed2 - 9Dartmouth, Canada
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See all 1 projectsKinden Accounting & Advisory is an accounting services firm specializing in bookkeeping, financial planning advice, and financial system creation utilizing QuickBooks, Dext, and Plooto. According to the reviews, 100% of clients express satisfaction with their organized and accurate financial reporting, seamless system adaptation, and responsive communication, making them highly recommended for small- to medium-sized businesses.
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UndisclosedUndisclosedFreelancerHalifax, Canada
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See all 1 projectsApril Stroink is a financial advisory company specializing in financial system optimization and accounting services. Their reviews highlight a highly personalized approach, with 100% positive feedback on their communication and financial strategy implementation. Clients appreciate their deep analysis and customized financial behavior change strategies, transforming traditional financial planning into a more effective and beneficial system.
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UndisclosedUndisclosed2 - 9Amman, Jordan
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See all 1 projectsSmart Way Business Solutions is an ERP implementation company with expertise in Odoo development. Their services are highly regarded, with 100% of reviewers highlighting their deep business understanding and commitment to fulfilling client needs. However, expanding their staff could enhance efficiency in project handling.
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UndisclosedUndisclosed250 - 999Souderton, PA
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See all 1 projectsUnivest is an accounting services company offering financial solutions, including financial advisory and business auditing. They have demonstrated exceptional commitment, even working during holidays, and have consistently met deadlines. Reviewers note their impressive knowledge of neighborhood improvement zones, with 100% positive feedback and no identified areas for improvement.
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UndisclosedUndisclosed10 - 49Orwigsburg, PA
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See all 1 projectsThe Seltzer Group is an insurance services company providing comprehensive coverage solutions for commercial real estate, automotive, and homeowner needs. Clients praise their responsiveness and personalized service, with 100% of reviewers highlighting their availability and accuracy in financial assessments. The engagement with clients is consistently ongoing, with no reported issues or claims.
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UndisclosedUndisclosed250 - 999Harrisburg, PA
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See all 1 projectsRiverview Bank specializes in providing financial services, particularly in financing real estate projects, as evidenced by their $2.5 million loan for an IT company's office acquisition and rehabilitation. The feedback is overwhelmingly positive, with clients praising their timeliness, transparency, and knowledge. All reviewers express satisfaction, highlighting the bank's reliability during the COVID-19 pandemic.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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See all 1 projectsJumping Jack Taxes is a company specializing in accounting services, including bookkeeping, tax preparation, and financial planning. Overall, the feedback is overwhelmingly positive, with 100% of reviewers praising their efficiency, responsiveness, and personalized financial advice. Clients report significant tax savings and appreciate the company's deep understanding of their financial goals and commitment to helping them grow their businesses.
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UndisclosedUndisclosed10 - 49Abilene, TX
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See all 1 projectsMiers Insurance Services, LLC is an insurance agency offering services in cyber insurance, commercial insurance, and benefit consulting. Reviews highlight their strong project management skills and responsive customer service, with all feedback being positive. 100% of reviewers commend their quality service and reasonable pricing, noting their proactive communication and dedication to client needs.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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See all 1 projectsL.Zinman & Company provides comprehensive accounting services, including bookkeeping, tax preparation, and financial advisory. Their reviews highlight their ability to deliver substantial cost savings and effective tax strategies, with 100% of clients praising their proactive approach and excellent project management. Notably, they excel in keeping clients informed about tax relief opportunities and government grants.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
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See all 1 projectsTim Yeager, CPA provides comprehensive Accounting Services, including bookkeeping, tax preparation, and financial statement preparation. With 12 years of service, clients commend Tim for his integrity, personal touch, and expertise in navigating tax benefits. Notably, 100% of feedback emphasizes his honesty and commitment to ethical practices, ensuring clients receive reliable financial advisory services.
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UndisclosedUndisclosed1,000 - 9,999Lowell, MA
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See all 1 projectsKronos Incorporated (UKG) is an HR and payroll solutions provider known for their technology and ongoing support. The feedback on their services is predominantly positive, with 90% of reviewers praising their impressive technology and talent. However, 10% noted the need for improved response times. Overall, they are commended for enabling client growth and retention.
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UndisclosedUndisclosed2 - 9Spokane, WA
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See all 1 projectsTwenty Twenty Investment Advisors is a financial advisory firm specializing in providing comprehensive financial advising services, including retirement plan advice and enrollment management. Feedback highlights their professionalism and expertise, with 100% of reviewers appreciating their strong project management skills. However, a moderate pace due to risk aversion is noted as an area for improvement.
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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
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.5/40.016.8/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.4/40.016.8/20 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
35.7/40.017.6/20 Reviews8.8/10 Clients & Experience9.3/10 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
33.6/40.017/20 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+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 Market PresenceService focus
80% Accounting20% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.7/40.016.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.7/40.016.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 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.