Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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 - 9Muskego, WI
Services provided
See all 1 projectsBrew City Accounting and Tax is an accounting firm specializing in tax preparation and accounting services. However, based on the available review, their customer service is notably poor, with the reviewer reporting no responses despite multiple contacts and expressing dissatisfaction with their communication and workflow. This singular feedback suggests significant room for improvement in client relations and service delivery.
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UndisclosedUndisclosed250 - 999Coventry, England
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Corient Business Solution is an Accounting company. The Coventry, England-based firm specializes in Accounting.
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$5,000+$100 - $149 / hr10 - 49Dar-el-Beida, Morocco
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See all 1 projectsUpsilon Consulting SARL specializes in legal and tax due diligence, offering services such as bookkeeping, financial reporting, and tax preparation. The reviews highlight the firm's experienced and dynamic team, flexible cost structure, and impressive expertise in legal and tax matters, providing detailed, high-quality reports that significantly aid in investment evaluations.
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UndisclosedUndisclosed10 - 49Springfield, PA
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Brinker Simpson & Company, LLC is a small Springfield, Pennsylvania-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Dubai, United Arab Emirates
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Capital Plus Auditing of Accounts is an Accounting and Financial Advising & Planning company founded in 2021. The company specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Treelife is an Accounting company. The Mumbai, India-based company was founded in 2015. Their team specializes in Accounting and Corporate Law.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Darcy Bookkeeping & Business Services, a small Accounting company, is located in Brisbane City, Australia and Perth, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bristol, England
Services provided
See all 2 projectsReed & Co Accountants Limited offers services including annual accounts preparation, VAT, personal tax returns, and compliance management. Reviews consistently highlight their professionalism, use of top-tier software, and efficient, stress-free processes. Clients particularly commend the director, Paul Reed, for his detailed attention and helpful communication, making financial management straightforward and timely.
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$1,000+$25 - $49 / hr10 - 49Gurugram, India
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See all 1 projectsOptimar Consulting is a leading consulting & Virtual Captives solutions provider firm. As a trusted business consulting firm, Optimar collaborates with customers to advise, set up &
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$1,000+Undisclosed10 - 49Old Sarum, England
Services provided
Mint Financial Services is a Financial Advising & Planning company. Founded in 2019, their team focuses on Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Cosentus, a Business Consulting and Accounting company, is in Irvine, California. They focus on Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Sofia, Bulgaria
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Established in 2019, ODEON msc - A TTC brand is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and HR Consulting.
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$1,000+< $25 / hr10 - 49دبي, United Arab Emirates
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Ismail Hajeir Auditing Of Accounts is a دبي, United Arab Emirates-based Accounting and Financial Advising & Planning company. They provide Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Accounting company Whiz Software Solutions was established in 2008. The firm provides Accounting and Social Media Marketing.
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$1,000+< $25 / hr50 - 249Chennai, India
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Business Consulting company PKC Management Consulting was established in 1988. The team offers Business Consulting and Tax Law and is in Chennai, India and Vijayawada, India.
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$5,000+$100 - $149 / hr50 - 249Gouda, Netherlands
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Salure HR & Payroll services is an Accounting company. Established in 2010, the team focuses on Accounting and Business Consulting.
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$5,000+$100 - $149 / hr50 - 249San Diego, CA
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Midsize Accounting company Signature Analytics, is based in San Diego, California and Irvine, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Palo Alto, CA
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See all 1 projectsSMB Services offers website development, web design, and web application services. The overall feedback from reviews on Clutch.co highlights their collaborative approach and timely delivery, with clients appreciating their high ratings and effective virtual communication. The company received high praise for meeting project goals and delivering measurable outcomes.
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$1,000+$25 - $49 / hr250 - 999
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MINDSPACE OUTSOURCING SERVICES is a Finance & Accounting Outsourcing (FAO) company launched in 2011. The agency focuses on Finance & Accounting Outsourcing (FAO) and Sales Outsourcing, and is
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$1,000+< $25 / hr2 - 9
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Founded in 2024, AMONEX REVENUE DYNAMICS is a Business Valuation Services company. The agency provides Business Valuation Services and Advertising, and is small.
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$25,000+$50 - $99 / hr50 - 249Basildon, England
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Innovision Consulting Private Ltd. Is a Business Consulting company. The team is in ঢাকা, Bangladesh and Basildon, England, and their services include Business Consulting and Market
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$1,000+$200 - $300 / hr50 - 249Elk Grove Village, IL
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In Elk Grove Village, Illinois and McHenry, Illinois, Porte Brown LLC is a midsize Accounting company. Their services include Accounting and cloud consulting & SI.
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$5,000+< $25 / hr1,000 - 9,999
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Large Accounting company QXAS Ltd, is based in Skipton North Yorkshire, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Braddon, Australia
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Founded in 2009, Tailored Accounts is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting company KillB was established in 2022. Based in Lisboa, Portugal, the team provides Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.
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$1,000+$50 - $99 / hr10 - 49Singapore, Singapore
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OneStop Professional Services Pte. Ltd. Is an Accounting company. The team is located in Singapore, Singapore, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr2 - 9
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Accountant Bookkeeping Ltd is a small Accounting company. Founded in 2021, the team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Riyadh, Saudi Arabia
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ClearTax – Middle East (GCC Markets), a Financial Advising & Planning company, was established in 2021. The agency focuses on Financial Advising & Planning.
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Undisclosed$50 - $99 / hr50 - 249Newton, MA
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BooksTime is a midsize Accounting company located in Newton, Massachusetts. The team offers Accounting.
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$1,000+$300+ / hr10 - 49
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Accounting company Reliance Consulting Co. Ltd was founded in 2018. Headquartered in Bangkok, Thailand, Thailand, the team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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Launched in 2015, HR Bangladesh is a small Accounting company headquartered in Dhaka, Bangladesh. Their team offers Accounting and Business Consulting.
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Undisclosed$200 - $300 / hr10 - 49Atlanta, GA
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Launched in 2021, Mulko Accounting, Taxation and Consulting, LLC is an Accounting company. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+$25 - $49 / hr10 - 49Salt Lake City, UT
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Black Mountain Investment Group LLC, a Business Consulting company, was launched in 2021. The small team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Canton, OH
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Hall, Kistler & Company LLP is an Accounting company. Their small team is headquartered in Canton, Ohio. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Mira Bhayandar, India
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HR Consulting company Sharp HRD Services is headquartered in Mira Bhayandar, India. Established in 2000, the team offers HR Consulting and Accounting.
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$1,000+< $25 / hr50 - 249Ormoc, Philippines
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Virtual Staffing Solutions, a Back Office Outsourcing company, specialize in Back Office Outsourcing and Accounting. They were launched in 2018.
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UndisclosedUndisclosed250 - 999
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Thinksynq Solutions is a Business Consulting company. Established in 2007, the team focuses on Business Consulting and Financial Advising & Planning. The firm is based in Chennai, TamilNadu, India.
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UndisclosedUndisclosed10 - 49Utrecht, Netherlands
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Expatax B.V. - the Netherlands, an Accounting company, was established in 2001. The team specializes in Accounting and Tax Law and is based in Utrecht, Netherlands.
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$25,000+Undisclosed10 - 49Barangaroo, Australia
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Reach Alternative Investments is a Funding & Investment company founded in 2021. Located in Barangaroo, Australia, the team specializes in Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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The Tunstall Organization, Inc. Is an Accounting company. The Charlotte, North Carolina-based team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Located in Dubai, United Arab Emirates, Global Link Corporate Services is a Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+$50 - $99 / hr50 - 249
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See all 6 projectsLedger Labs, Inc. offers a range of accounting services including bookkeeping, financial reporting, and financial analysis. Reviews highlight their expertise, particularly in Netsuite ERP, and their capacity to significantly improve operational efficiency and decision-making processes. Clients commend their excellent communication, timely delivery, and collaborative approach.
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$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
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See all 3 projectsCDA Accounting And Bookkeeping Services LLC provides a comprehensive range of accounting and financial services, including bookkeeping, tax preparation, financial reporting, and audit services. Clients consistently praise their expertise, professionalism, and ability to enhance financial management and decision-making processes. The firm is noted for its qualified staff and effective handling of financial transactions, resulting in increased efficiency and improved business operations.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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See all 2 projectsKBA Accounting and Bookkeeping Services LLC offers comprehensive accounting, bookkeeping, tax preparation, and VAT consultancy services. The reviews highlight their professionalism, accuracy, and strong customer service, particularly noting their expertise as FTA-certified tax agents. Clients appreciate their diligence, flexibility, and effective communication, making KBA a highly recommended partner for financial reporting and compliance.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Rood & Associates, LLP is an Accounting company. The team is headquartered in Sacramento, California, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Doha, Qatar
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Madaeen Group is a Market Research company. They are in Doha, Qatar and have small team of experts. Their services include Market Research and Business Consulting.
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UndisclosedUndisclosed10 - 49Bristol, England
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Headquartered in Bristol, England, Evans & Partners Chartered Accountants is a small Accounting company. Their services include Accounting.
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$1,000+Undisclosed10 - 49London, England
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Launched in 2002, Vision Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Vilnius, Lithuania
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See all 1 projectsEasystaff offers bookkeeping and financial reporting services, focusing on efficient and legal payment processes for remote teams. Clients consistently praise Easystaff for their prompt response times, streamlined online tools, and automated payment systems, which enhance overall efficiency and reduce administrative burdens. The company's fixed commission structure and dedicated support contribute to a smooth and fast transaction experience.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% 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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 - 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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.