Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach and commitment to client success.
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$10,000+< $25 / hr2 - 9
Services provided
Kervigo Private Limited is an Insurance Services & Brokers company. Their team is based in Kota, India and offers Insurance Services & Brokers and Back Office Outsourcing.
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$1,000+$25 - $49 / hr10 - 49
Services provided
ClaraRCM, a Finance & Accounting Outsourcing (FAO) company, is based in Casper, Wyoming. The team provides Finance & Accounting Outsourcing (FAO) and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
Services provided
Established in 2026, FinSymmetry is a small Bhopal, India-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9London, England
Services provided
UK Company Experts is a Business Consulting company. They are located in London, England, and their services include Business Consulting and Corporate Law.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
See all 1 projectsReadyMade Poland Sp. z o.o. is a company offering accounting services, including bookkeeping and financial reporting. However, feedback highlights severe dissatisfaction, with 100% of the review describing highly unprofessional conduct and significant service failures. This overwhelming negative critique suggests major deficiencies in their business operations and management.
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UndisclosedUndisclosed250 - 999Pimpri-Chinchwad, India
Services provided
Paysquare Consultancy Ltd is a HR Outsourcing company. The Pimpri-Chinchwad, India-based team focuses on HR Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Tampa, FL
Services provided
See all 1 projectsPuzzle HR is an HR consulting firm that was engaged to create handbooks, job descriptions, and compliance training. However, client feedback highlights serious issues with their professionalism and service delivery. Notably, 100% of the feedback was negative, citing unmet deadlines, poor communication, and lack of competence. Overall, clients express strong dissatisfaction and would not recommend Puzzle HR for consulting services.
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UndisclosedUndisclosed2 - 9
Services provided
See all 1 projectsNumbers In Boxes is a company offering bookkeeping and accounting services. However, all client feedback reflects negative experiences, with 100% of reviewers highlighting issues such as incompetence, poor management, and lack of accountability, including a significant financial mishap due to a phishing scheme. Avoiding this service is strongly recommended.
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Undisclosed$150 - $199 / hr2 - 9Pompano Beach, FL
Services provided
In Pompano Beach, Florida, CPA Firm South Florida is a small Accounting company. The team focuses on Accounting.
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$1,000+$25 - $49 / hr50 - 249Vilnius, Lithuania
Services provided
See all 1 projectsLeinonen Group is an accounting services company that provides support such as bookkeeping, financial reporting, and tax preparation. The feedback from their reviews is predominantly negative, highlighting ineffective workflows, delays, and a lack of progress, with 100% of reviewers mentioning a slow and negative experience.
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UndisclosedUndisclosed250 - 999Chandler, AZ
Services provided
See all 1 projectsVensure Employer Services is a company specializing in payroll, benefits, and HR data management services. Based on the review provided, 100% of the feedback reflects significant dissatisfaction, citing consistent issues with payroll and benefit processing and a lack of responsive customer support. The review highlights recurring errors and ineffective communication, impacting the reviewer’s organization negatively.
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
See all 1 projectsRedwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years.
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UndisclosedUndisclosed50 - 249St. Cloud, MN
Services provided
See all 1 projectsSchlenner Wenner & Co. CPA's is a firm specializing in accounting services, including corporate and personal tax preparation. Based on the reviews, there is a significant concern regarding their reliability and adherence to professional standards, with 100% of the feedback expressing dissatisfaction, particularly around timely tax filing and customer trust.
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UndisclosedUndisclosed2 - 9Santa Fe, NM
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
See all 1 projectsThe Adams Group, LLC - Denver is an accounting services firm specializing in CPA and tax filing. According to client feedback, they have been criticized for their untimely project management and outdated processes, leading to penalties for clients. 100% of the reviewers expressed dissatisfaction, citing a lack of professionalism and responsiveness.
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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
Services provided
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 - 9Margate, FL
Services provided
See all 5 projectsAccount-Tech Solutions was built on the Idea that service should always be provided in an expeditious and courteous manner. Our customers are our lifeline. Without you there is no us. This means
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UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
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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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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See all 1 projectsGateway Accounting is an accounting and Tax consultancy firm based in Dubai, providing comprehensive financial and advisory services to businesses and individuals in the region. Our team
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UndisclosedUndisclosed2 - 9Oceanside, NY
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See all 1 projectsWith more than 15 years of experience, we are an accounting firm focused on helping our clients timely and accurately meet their accounting and tax responsibilities. Our primary goal as a trusted
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UndisclosedUndisclosed50 - 249Beverly Hills, CA
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See all 1 projectsCitrin Cooperman is founded by Niles Citrin and Joel Cooperman and sets up shop in a two bedroom apartment in New York City. Over the next two decades, six firms joined and Citrin Cooperman moves
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UndisclosedUndisclosed2 - 9Vienna, VA
Services provided
See all 1 projectsRAS CPA offers a full range of Certified Public Accountants and accounting professional placement services. We've grown our business by helping our clients grow theirs, especially in respect of
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$1,000+$25 - $49 / hr10 - 49Miami, FL
Services provided
See all 12 projects360 Accounting Pro Inc is a comprehensive accounting services firm specializing in bookkeeping, financial reporting, tax preparation, and business auditing. The company consistently receives positive feedback, with 100% of reviewers praising their responsiveness, attention to detail, and cost-effective services. Clients frequently highlight their strong project management skills and ability to adapt to various accounting systems and needs.
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UndisclosedUndisclosed250 - 999Sunnyvale, CA
Services provided
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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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
Services provided
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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UndisclosedUndisclosed50 - 249Oxford, England
Services provided
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
Services provided
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
Services provided
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
Services provided
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 - 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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UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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
Services provided
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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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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.8/40.017.6/20 Reviews8.8/10 Clients & Experience9.5/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.8/40.016.2/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
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 -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.