Top Financial Services Firms
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, 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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$1,000+$50 - $99 / hr10 - 49
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Work Accelerated is a Business Consulting company. Headquartered in Greenwich, Connecticut, the agency provides Business Consulting and Accounting.
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Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
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Evmark Business Solutions, a small Accounting company, is headquartered in Stevenson Ranch, California. The team focuses on Accounting and Insurance Services & Brokers.
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$5,000+$200 - $300 / hr50 - 249City of London, England
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Croco IT, a Digital Strategy company, is in City of London, England. They specialize in Digital Strategy and Web Design and were launched in 2016.
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UndisclosedUndisclosed2 - 9Palm Bay, FL
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CloudBooks+ is a small Accounting company based in Palm Bay, Florida. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49New Delhi, India
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My Tax Adviser is an Accounting company. Founded in 2016, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hrFreelancerSharjah, United Arab Emirates
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BDJ Consult, an Accounting company, provide Accounting and Business Consulting. They were founded in 2018.
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$250,000+Undisclosed10 - 49
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Commercial Financing company A1 Finance investment group was founded in 1980. The agency focuses on Commercial Financing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Canton, MI
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Schultz & Associates, CPA is an Accounting company established in 1992. The team provides Accounting and is headquartered in Canton, Michigan.
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UndisclosedUndisclosed50 - 249
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See all 1 projectsZaidi Accountant provides services in financial statement preparation, bookkeeping, tax planning, and auditing. Reviews highlight their expertise and experience in accounting and auditing, with a commitment to timely and responsive service. They are noted for identifying and resolving financial risks and improving internal controls, although regular communication and adherence to deadlines remain areas for potential improvement.
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UndisclosedUndisclosed10 - 49Miami, FL
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Pronto Income Tax is a Miami, Florida-based Accounting company. Launched in 1991, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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ETFmatic is a Financial Advising & Planning company. Headquartered in Ixelles, Belgium and Madrid, Spain, their team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49
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Accounting company White Raven Accounting & Bookkeeping was launched in 2021. The team offers Accounting and is headquartered in Calgary, Canada.
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UndisclosedUndisclosed2 - 9Kent Town, Australia
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Located in Kent Town, Australia, Clarke & Brownrigg Chartered Accountants is an Accounting company. They focus on Accounting and were founded in 1998.
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UndisclosedUndisclosed2 - 9Noida, India
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Located in Noida, India, AMPUESTO CONSULTANCY PRIVATE LIMITED is a Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Harīpur, Pakistan
Services provided
Located in Harīpur, Pakistan, Al-Muhasib & Co. Is an Accounting company. The team provides Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249
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Business Consulting company AdlerAccountants was established in 2021. The company focuses on Business Consulting and Commercial Financing, and is midsize.
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$5,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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See all 1 projectsElevate Auditing is a Prominent Auditing Company in UAE. Elevate is recognized as best Auditing Company approved by many Free Zones in UAE. Elevate is DMCC Approved Auditor & DIFC Approved
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$1,000+$100 - $149 / hr10 - 49Boston, MA
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Walter & Shuffain is a small Boston, Massachusetts-based Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Tampa, FL
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Taxes Tampa LLC is an Accounting company founded in 2017. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9Denver, CO
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Founded in 2014, Barta Business Group is an Accounting company. The agency offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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$1,000+$25 - $49 / hr10 - 49București, Romania
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Shilo Audit Finance is an Accounting company. Established in 2009, the firm is located in București, Romania. Their team offers Accounting.
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$5,000+$300+ / hr10 - 49دبي, United Arab Emirates
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Located in دبي, United Arab Emirates, SNR Associates is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+$50 - $99 / hr10 - 49Jaipur, India
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Accounting company Arvian Business Solutions Pvt Ltd is headquartered in Jaipur, India. The team provides Accounting and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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IBM Global - Offshore bank account UAE is a Dubai, United Arab Emirates-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.
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$1,000+$100 - $149 / hr10 - 49Mississauga, Canada
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Mohit Grover is a Commercial Financing company. They are headquartered in Mississauga, Canada and have small team of experts. Their services include Commercial Financing and Accounting.
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$1,000+< $25 / hr10 - 49Los Angeles, CA
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Insurance Services & Brokers company Simpler Horizons Insurance Solutions was launched in 2012. The company offers Insurance Services & Brokers, and is small.
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$1,000+$200 - $300 / hr10 - 49
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Verity CPAs is an Accounting company. They are located in Honolulu, Hawaii and Waimea, Hawaii and have small team of experts. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49League City, TX
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See all 1 projectsPioneer Capital Ltd provides comprehensive financial services including bookkeeping, financial reporting, and investment planning. Client reviews highlight the firm's impressive financial options, exceptional customer service, and reasonable pricing. Overall, Pioneer Capital Ltd is praised for their effective engagement and timely communication, significantly advancing clients' financial planning within short time frames.
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$1,000+$25 - $49 / hr50 - 249
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See all 2 projectsOptima Solutions specializes in web and mobile app development, including WordPress plugin creation and Progressive Web Application (PWA) technology. The reviews consistently highlight the company's effective project management, timely delivery, and supportive team, with particular mention of their strong customer service and alignment with client values. Clients appreciate their responsible working spirit and the value offered for the cost.
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UndisclosedUndisclosed10 - 49Chicago, IL
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See all 1 projectsHCA Consulting Group offers services such as bookkeeping and financial reporting, effectively coordinating transactions and delivering statements for CPA use. Reviews highlight their strong communication, timely delivery, and ability to address client needs, with suggestions for client education enhancements noted as a potential area for improvement. Overall, HCA Consulting Group is praised for its responsiveness and professionalism.
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$1,000+$200 - $300 / hr50 - 249Tucson, AZ
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BeachFleischman PLLC is an Accounting company. Founded in 1990, the team provides Accounting and HR Consulting.
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UndisclosedUndisclosed1,000 - 9,999Aberdeen, Scotland
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Established in 1990, AAB is an Accounting company. Headquartered in Aberdeen, Scotland and Edinburgh, Scotland, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Austin, TX
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Bald Ginger is a small Accounting company based in Austin, Texas. Their services include Accounting.
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$1,000+< $25 / hr2 - 9Miraflores, Peru
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Noticiero Contable, an Accounting company, is based in Miraflores, Peru. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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People Foco Agency Ltd is an Accounting company founded in 2015. The small team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Nasiha DMCC is a Business Consulting company. They were established in 2022 and focus on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lafayette, IN
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Insurance Broker Direct, a small Insurance Services & Brokers company, is based in Lafayette, Indiana and Lafayette, Indiana. Their services include Insurance Services & Brokers.
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$10,000+< $25 / hr10 - 49New Delhi, India
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BeeBee Advisory is an Accounting company. The small New Delhi, India-based team focuses on Accounting and Financial Advising & Planning. The agency was established in 2016.
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$1,000+< $25 / hr50 - 249Newstead, Australia
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Set Up My Offshore (SUMO), a Finance & Accounting Outsourcing (FAO) company, was established in 2017. The midsize team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr50 - 249
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Established in 2015, Our Accountants is an Accounting company. The team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49West Wickham, England
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Founded in 1992, Withall & Co Limited is a Finance & Accounting Outsourcing (FAO) and Accounting company. The agency specializes in Finance & Accounting Outsourcing (FAO) and Accounting, and is
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UndisclosedUndisclosed10 - 49Brentwood, TN
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Small business intelligence company BluWave, is based in Brentwood, Tennessee. The team offers BI & big data consulting & SI and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Debt Nirvana is an Accounting company. Launched in 2010, the team provides Accounting and Commercial Financing.
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$1,000+< $25 / hr10 - 49London, England
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TaxAce LTD is an Accounting company. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2006.
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UndisclosedUndisclosed50 - 249Walnut Creek, CA
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Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
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$10,000+$100 - $149 / hr2 - 9Reston, VA
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Native American Capital is a Business Consulting company. They focus on Business Consulting and Funding & Investment and are in Reston, Virginia.
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UndisclosedUndisclosed2 - 9Denver, CO
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4Corner Business Services is an Accounting company. The team focuses on Accounting and is headquartered in Denver, Colorado.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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See all 1 projectsIRS Tax X Relief & Accounting, LLC offers services including Tax Preparation for both business and personal taxes. Reviews highlight their professionalism, strong work ethic, and excellent communication. Despite personal challenges, the company delivered timely and comprehensive tax services, demonstrating a commitment to client success and a high level of responsiveness.
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UndisclosedUndisclosed10 - 49Elizabeth, NJ
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Stephens Bros Tax Service is an Accounting company. Established in 2013, their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49South Jordan, UT
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Tencap Wealth Coaching is a Financial Advising & Planning and Financial Consulting company. Founded in 2022, the team offers Financial Advising & Planning and Financial Consulting.
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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.