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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$10,000+$300+ / hr2 - 9Gaithersburg, MD
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Commercial Property Management company Oculus Realty LLC was launched in 2010. The team specializes in Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Barnsley, England
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Bookkeepers Direct is a small Accounting company founded in 2011. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49
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Finage is a data analytics company. They were established in 2019, and their services include BI & big data consulting & SI and IT strategy consulting.
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UndisclosedUndisclosed50 - 249Sheffield, England
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Accounting company Hawsons Chartered Accountants was launched in 1854. The midsize team offers Accounting.
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UndisclosedUndisclosed50 - 249Warszawa, Poland
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Founded in 1990, Contract Administration Sp. Z o.o. Is a HR Outsourcing company. The team provides HR Outsourcing and Accounting.
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$1,000+< $25 / hr2 - 9
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Diabetes Life Solutions, an Insurance Services & Brokers company, is based in Carnegie, Pennsylvania. The team offers Insurance Services & Brokers.
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Undisclosed$100 - $149 / hr50 - 249Cairo, Egypt
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Founded in 1986, Andersen Egypt is an Accounting company. The team specializes in Accounting and Corporate Law.
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$1,000+Undisclosed10 - 49Ringwood, Australia
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Mizael Partners is an Accounting company. They are in Ringwood, Australia, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Columbia, MD
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Launched in 1987, Bowman & Company CPA, PC is a small Columbia, Maryland-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and
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$1,000+Undisclosed10 - 49
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Accounting company CAAQ Consultancy Pvt. Ltd. Was founded in 2021. The small team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Davidson, NC
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Launched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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Located in Dubai, United Arab Emirates, SimplySolved HRM & Payroll Solutions is a small HR Consulting company. Their services include HR Consulting and HR Outsourcing.
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$1,000+$25 - $49 / hr50 - 249Mumbai, India
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Headquartered in Mumbai, India, infinzi is an Accounting company. Their services include Accounting and Web Development.
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$5,000+$25 - $49 / hr10 - 49
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See all 1 projectsARnS Tech Digital Marketing Agency specializes in digital marketing, website design and development, LPO, and IT services, including accounting functions such as bookkeeping and financial reporting. Reviewers consistently praise the agency for its professional, timely delivery and responsive communication, highlighting the company's excellent client and employee relationships.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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EBMS Business Services LLC is a small website development firm in Dubai, United Arab Emirates and Dubai, United Arab Emirates. Their services include Web Development and Financial Advising &
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$1,000+$25 - $49 / hr10 - 49Delhi, India
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Based in Delhi, India and Delhi, India, Compliance Calendar LLP is a Business Consulting company. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Santa Barbara, CA
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See all 1 projectsWe provide end-to-end accounting solutions for nonprofits and small to midsize businesses. Whether you need reliable bookkeeping, full-service outsourced accounting, or strategic guidance from a
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UndisclosedUndisclosed10 - 49New York, NY
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HR Consulting company Bernard Nickels & Associates is in New York, New York. They offer HR Consulting and Accounting.
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$1,000+$100 - $149 / hr10 - 49
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See all 1 projectsQB Support LLC provides expert QuickBooks support and technical assistance, catering specifically to bookkeeping and accounting needs. The company is praised for its knowledgeable team of Intuit-certified pro advisors who deliver timely solutions, aligning well with clients’ values and budget. Overall feedback emphasizes the company's expertise and efficiency in resolving QuickBooks-related issues, making it a reliable partner for accounting services.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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CloudCPA is an Accounting company. They are located in Vaughan, Canada and have small team. Their services include Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Bestax Chartered Accountants, a Business Consulting company, is in Dubai, United Arab Emirates. The team provides Business Consulting and Financial Consulting.
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Undisclosed$50 - $99 / hr2 - 9
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See all 1 projectsLedger Works provides comprehensive services in bookkeeping and accounting, helping clients like Brisbane Plumbing and Drainage streamline financial processes and eliminate backlogs. The reviews highlight their professionalism, positive energy, and value for cost, with no noted areas for improvement, making them a reliable partner for ongoing financial management tasks.
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$1,000+$25 - $49 / hr10 - 49Sahibzada Ajit Singh Nagar, India
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MFhills is an Accounting company. They provide Accounting and are based in Sahibzada Ajit Singh Nagar, India.
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$50,000+$25 - $49 / hr2 - 9Lima, Peru
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Business Consulting company Dench was established in 2017. The agency focuses on Business Consulting and Corporate Training & Coaching, and is small.
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UndisclosedUndisclosed10 - 49
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AccNet Solutions is a London, England-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Kolkata, India
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Salasar Services Insurance Brokers Pvt. Ltd. Is an Insurance Services & Brokers company. They are based in Kolkata, India and have midsize team. They offer Insurance Services & Brokers.
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$1,000+< $25 / hrFreelancerNoida, India
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USP & Co is an Accounting company. The Noida, India-based company was established in 2003. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Dhaka, Bangladesh
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Infinigent consulting Ltd. Is a Back Office Outsourcing company. In Dhaka, Bangladesh and Gurugram, India, their team offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$25,000+$25 - $49 / hr2 - 9Sheridan, WY
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Headquartered in Sheridan, Wyoming and Vadodara, India, Prexel is a small IT staff augmentation company. The team offers IT staff augmentation and Business Consulting.
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$1,000+$25 - $49 / hrFreelancerBeograd, Serbia
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In Beograd, Serbia, GBM Consulting is a small Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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$5,000+Undisclosed250 - 999Delhi, India
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See all 1 projectsKreditwala, a service provider in the financial sector, offers user-friendly solutions for obtaining personal loans and credit cards, partnering with various banks like SBI and HDFC. Reviews highlight their reliable services, innovative solutions, and effective project management, emphasizing the platform's ease of use and potential for earning through financial product sales.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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AgileCPA Professional Corporation is an Accounting company. The firm is in Toronto, Canada. Their team specializes in Accounting.
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$1,000+< $25 / hr2 - 9Birmingham, England
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See all 1 projectsTaxCare Accountants provides comprehensive accounting services, including bookkeeping, tax preparation, VAT registration, and ensuring HMRC compliance. The reviews highlight their cost-effective solutions, efficient use of QuickBooks, and impressive cloud-based accessibility. Clients appreciate their prompt communication and the significant time savings achieved through their services, deeming them a reliable partner for financial reporting and overall accounting needs.
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$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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In Dubai, United Arab Emirates, SAB Auditing is an Accounting company. The team specializes in Accounting and Business Consulting.
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$1,000+$200 - $300 / hr10 - 49Dubai, United Arab Emirates
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Dubai Business Advisors is a small Business Consulting company. They focus on Business Consulting and Accounting and were founded in 2002.
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$1,000+< $25 / hr10 - 49New York, NY
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Bikham Finance, a Finance & Accounting Outsourcing (FAO) company, focuses on Finance & Accounting Outsourcing (FAO) and Accounting. The agency is headquartered in New York, New York and Delhi,
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$1,000+< $25 / hr2 - 9Kolkata, India
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Royal Tax Solution, an Accounting company, was launched in 2012. The small team provides Accounting and Business Consulting.
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$1,000+Undisclosed50 - 249Daventry, England
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Cottons Group is an Accounting company. They were launched in 1983, and their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Amritsar, India
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RavSam Web Solutions is an Accounting company headquartered in Amritsar, India. They provide Accounting and Mobile App Development and were launched in 2016.
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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
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Midsize Accounting company Vasquez & Company, is located in Los Angeles, California and Sacramento, California. The team offers Accounting.
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$1,000+$100 - $149 / hr2 - 9Canton, GA
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Business Consulting company JDC Consultancy is headquartered in Canton, Georgia. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249London, England
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BKL Chartered Accountants is a Business Consulting company. Their team is in London, England and focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr250 - 999New Delhi, India
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Headway Bpo Solutions Pvt Ltd is an Accounting company. Located in New Delhi, India and New York, New York, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Lawson Delaney, an Accounting and HR Consulting company, is located in Melbourne, Australia. Established in 2012, the team provides Accounting and HR Consulting.
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$1,000+< $25 / hr10 - 49New Delhi, India
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Startup Club India, an Accounting company, is located in New Delhi, India. They provide Accounting and Corporate Law.
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$5,000+Undisclosed10 - 49Phoenix, AZ
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West to East Business Solutions, LLC, a Business Consulting company, offers Business Consulting and Finance & Accounting Outsourcing (FAO). The firm is based in Phoenix, Arizona.
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Undisclosed$50 - $99 / hr250 - 999Sao Paulo, Brazil
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Accounting company Bernhoeft is based in Sao Paulo, Brazil. They specialize in Accounting.
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$1,000+< $25 / hr10 - 49
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See all 1 projectsAvignon Global LLC provides Accounting services, specializing in Bookkeeping and Financial Reporting. Clients praise the company's proactive and collaborative approach, highlighting their expertise in delivering reliable and timely financial solutions. Avignon Global LLC's commitment to understanding client needs and offering effective resolutions underscores their value as a trusted financial partner.
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UndisclosedUndisclosed10 - 49Camarillo, CA
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Established in 2001, Economic Development Collaborative is a Business Consulting company. The agency specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10,000+Karachi, Pakistan
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HR Outsourcing company Star HRSG is in Karachi, Pakistan. The team focuses on HR Outsourcing and HR Consulting.
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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.