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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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UndisclosedUndisclosed10 - 49Lincoln, NE
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SP Group, P.C. Is a Lincoln, Nebraska-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Colleen Black & Co CPA's is a small Billings, Montana-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Brainerd, MN
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B. Johnson & Assoc., Ltd. Is an Accounting company. Based in Brainerd, Minnesota, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Demopolis, AL
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Accounting company Mason and Gardner CPAs LLC specializes in Accounting. They were established in 1986.
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UndisclosedUndisclosed2 - 9Stillwater, MN
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Small Accounting company Ahola, Mack & Associates, Ltd., is based in Stillwater, Minnesota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Huntsville, AL
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Midsize Accounting company Singleton CPA, LLC, is in Huntsville, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Park Rapids, MN
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Haukebo Van Batavia Holte, LLC is an Accounting company. Their small team is located in Park Rapids, Minnesota. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montgomery, AL
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Vogel & Associates PC is a small Montgomery, Alabama-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Willmar, MN
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In Willmar, Minnesota, Conway, Deuth & Schmiesing, PLLP is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 1985.
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UndisclosedUndisclosed10 - 49Richmond, Australia
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ASAP Accounting & Taxation is a small Accounting company based in Richmond, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wilmette, IL
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Haran & Associates Ltd, an Accounting company, provides Accounting. The agency is headquartered in Wilmette, Illinois.
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UndisclosedUndisclosed2 - 9Wamberal, Australia
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Established in 2003, Walters Accountants is a small Wamberal, Australia-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Brookfield, IL
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Fleck & Uhlich, Ltd is an Accounting company. They are located in Brookfield, Illinois and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berkeley Vale, Australia
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Tony Smith and Associates is an Accounting company. Their small team is located in Berkeley Vale, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Vestavia Hills, AL
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Accounting company Davis Accounting Services Inc is located in Vestavia Hills, Alabama. Founded in 1986, the team provides Accounting.
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UndisclosedUndisclosed2 - 9New Lambton, Australia
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Neil C Hocquard Chartered Accountant, an Accounting company, was launched in 1977. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Frankfort, IL
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Cygan Hayes, Ltd. Is an Accounting company. Their small team is based in Frankfort, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Scottsbluff, NE
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Dana J. Weber CPA is a small Scottsbluff, Nebraska-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Coffs Harbour, Australia
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Advantage Plus Tax is an Accounting company. Their small team is headquartered in Coffs Harbour, Australia and focuses on Accounting. The agency was established in 2011.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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CS Thomas, P.L.L.C. Is an Accounting company launched in 2014. Based in Saint Paul, Minnesota, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Lincoln, NE
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In Lincoln, Nebraska, Strain Slattery Barkley & Co., CPAs, P.C. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Dave Beam, CPA, is based in. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Linkenheimer LLP CPAs & Advisors is an Accounting company. The firm is in Santa Rosa, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dothan, AL
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Bevis, Eberhart, Browning, Walker & Stewart, P.C. Is an Accounting company. Their small team of employees is headquartered in Dothan, Alabama. Their team focuses on Accounting and Business
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UndisclosedUndisclosed10 - 49Dover, DE
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Launched in 1985, Mitten & Winters CPA, LLP is a small Dover, Delaware-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Thornton, Australia
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Ingram Cole Accountants is an Accounting company. They were established in 2001 and specialize in Accounting.
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UndisclosedUndisclosed50 - 249Brea, CA
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LSL CPAs is an Accounting company launched in 1929. The midsize team offers Accounting.
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UndisclosedUndisclosed2 - 9Mankato, MN
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Swanson Hinsch & Co, CPA's is an Accounting company. They are headquartered in Mankato, Minnesota, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Small Accounting company Buckley & Sitzman, LLP, is located in Lincoln, Nebraska. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Accounting company Martini Akpovi Partners, CPAs is located in Los Angeles, California. They offer Accounting and were established in 1991.
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UndisclosedUndisclosed10 - 49Middletown, DE
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Accounting company SC Associates Tax and Accounting was established in 2004. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Lincoln, NE
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Shotkoski & Associates, P.C. Is an Accounting company founded in 1987. In Lincoln, Nebraska, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oak Lawn, IL
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Dignan Group is an Accounting company. Their small team is based in Oak Lawn, Illinois. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lincoln, IL
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J.M. Abbott & Associates is an Accounting company. The small Lincoln, Illinois-based team offers Accounting and Business Consulting. The agency was established in 1983.
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UndisclosedUndisclosed50 - 249Skokie, IL
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Launched in 1944, MichaelSilver is a midsize Skokie, Illinois-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edwardsville, IL
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YCG Accounting is an Accounting company. Their team is based in Edwardsville, Illinois and specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Morrison CPA P.C. Is a small Billings, Montana-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ramsey, MN
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Bertolas & Pekula, LLC is an Accounting company. They specialize in Accounting and are in Ramsey, Minnesota.
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UndisclosedUndisclosed10 - 49Billings, MT
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Walborn,Fagan & Cook PC, a small Accounting company, is headquartered in Billings, Montana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Iowa Falls, IA
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Small Accounting company Nissly & Nissly, is headquartered in Iowa Falls, Iowa. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Apple Valley, MN
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Accounting company Cummings Keegan & Co., P.L.L.P. Was launched in 1956. The agency provides Accounting.
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UndisclosedUndisclosed10 - 49Gosford, Australia
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Rogers Lean & Company is a small Accounting company based in Gosford, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spirit Lake, IA
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Erichsen, Kallsen & Associates, an Accounting company, is in Spirit Lake, Iowa. Founded in 1992, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Mount Annan, Australia
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All Accounting Matters is an Accounting company. Their small team is located in Mount Annan, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Montevideo, MN
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Westberg Eischens, PLLP is an Accounting company founded in 1985. In Montevideo, Minnesota, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Port Macquarie, Australia
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GRrace Accountants is an Accounting company. They are in Port Macquarie, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Ortt & Co. CPAs, Inc., a small Accounting company, is headquartered in Billings, Montana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Duluth, MN
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Kolquist, Seitz & Goldman, LLC is an Accounting company. Based in Duluth, Minnesota, their small team provides Accounting. The agency was launched in 1974.
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UndisclosedUndisclosed2 - 9Ankeny, IA
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In Ankeny, Iowa, Chad Harrison is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carroll, IA
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Small Accounting company Greteman, is in Carroll, Iowa. The team focuses on Accounting.
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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 -
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 -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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+< $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+$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 / 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
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.