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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UndisclosedUndisclosed50 - 249Milano, Italy
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Midsize Accounting company LDP, is headquartered in Milano, Italy and Roma, Italy. Their services include Accounting and Corporate Law.
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$5,000+$25 - $49 / hr10 - 49New Delhi, India
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Startup CA is an Accounting company. Their small team is in New Delhi, India and Gurugram, India. Their services include Accounting and Branding.
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$1,000+$25 - $49 / hr10 - 49Chennai, India
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Globally Recruit is an Accounting company. Established in 2018, the team specializes in Accounting and CRM consulting and SI. The company is in Chennai, India.
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$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
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Accounting company Xpert Advisory was launched in 2013. The team focuses on Accounting and is headquartered in Dubai, United Arab Emirates.
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$1,000+$25 - $49 / hr10 - 49Brooklyn, NY
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Accounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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GSPU Auditing, an Accounting company, was established in 2006. The agency specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Manchester, England
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Clear Start Accountants Ltd, an Accounting company, was founded in 2019. The small team provides Accounting.
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UndisclosedUndisclosed50 - 249Calabasas, CA
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Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Privin Network - Denver is a Commercial Financing company. Launched in 2005, the team provides Commercial Financing and Insurance Services & Brokers. The firm is located in Denver, Colorado.
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UndisclosedUndisclosed10 - 49Providence, RI
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GrowthLab Finance-as-a-Service is a small Providence, Rhode Island-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9Jacksonville, FL
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See all 1 projectsCentaur Digital Accounting provides comprehensive accounting services, including Tax Preparation, Bookkeeping, and ensuring tax compliance. Clients commend the company for its excellent communication, timely delivery, and practical suggestions. Their services are considered to offer good value and are highly rated, demonstrating a strong capability in managing business and personal financial needs efficiently.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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Treewalk is an Accounting company. Launched in 2016, the agency is in Vancouver, Canada. Their services include Accounting and Fractional CFO Services.
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$1,000+Undisclosed10 - 49Perth, Australia
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See all 1 projectsAccountant Perth is a leading accounting firm in Perth, Australia. Our expert team of accountants, BAS agents and tax agents offers the most comprehensive and cost-effective accounting and taxation
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$5,000+$25 - $49 / hr50 - 249Itasca, IL
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Integrative Systems is a midsize IT managed services company headquartered in Itasca, Illinois and Pune, India. Their services include IT managed services and IT staff augmentation.
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$1,000+$25 - $49 / hr2 - 9Lahore, Pakistan
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SW3 SOLUTIONS PVT. LTD. Is a small Accounting company based in Lahore, Pakistan. The team offers Accounting and IT managed services.
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$10,000+$300+ / hr2 - 9Palo Alto, CA
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L2 Counsel, an Accounting company, is in Palo Alto, California. Founded in 2019, the team specializes in Accounting.
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$1,000+$25 - $49 / hr50 - 249Frisco, TX
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BillingFreedom is a midsize Accounting company founded in 2018. Their services include Accounting and Generative AI.
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$1,000+< $25 / hr10 - 49Gordon, Australia
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ORANGEIQ is an Accounting company established in 2020. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Gordon, Australia.
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$5,000+$25 - $49 / hr10 - 49Islamabad, Pakistan
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Back Office Outsourcing company Medmax Technologies, Inc is in Islamabad, Pakistan and Warren, Michigan. Their services include Back Office Outsourcing and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Perth, Australia
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Palladium Financial Group is a Finance & Accounting Outsourcing (FAO) company. In Perth, Australia, the firm specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed10 - 49Sheung Wan, Hong Kong
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FastLane Group, a Finance & Accounting Outsourcing (FAO) company, was launched in 2013. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Berlin, Germany
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Qetax Corporation is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the firm is in and Berlin, Germany.
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$50,000+$200 - $300 / hr10 - 49Dubai, United Arab Emirates
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SHLOK TAX LLC is an Accounting company. They specialize in Accounting and Corporate Law and were founded in 2020.
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UndisclosedUndisclosed10 - 49Taguig, Philippines
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Proseso Consulting is a small Finance & Accounting Outsourcing (FAO) and Accounting company founded in 2019. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hr10 - 49
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WISEWEL LLC is a Finance & Accounting Outsourcing (FAO) and Accounting company established in 2020. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$50 - $99 / hr10 - 49Noida, India
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Accounting company USP & CO. Specializes in Accounting. They were established in 1990.
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UndisclosedUndisclosed10 - 49
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Accountz LLC is an Accounting and Financial Advising & Planning company established in 2023. The company offers Accounting and Financial Advising & Planning, and is small.
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Undisclosed$200 - $300 / hr2 - 9New York, NY
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My Crypto CPA is a Blockchain and Accounting company launched in 2021. Their services include Blockchain and Accounting.
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UndisclosedUndisclosed2 - 9
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Founded in 2021, Mamun Hossain is a small SEO agency headquartered in Dhaka, Bangladesh. Their team offers Search Engine Optimization and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Denver, CO
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Mergix Financial LLC, an Accounting company, was founded in 2017. The company offers Accounting and Financial Advising & Planning, and is small.
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$50,000+$25 - $49 / hr2 - 9South Gate, CA
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See all 1 projectsDigital Asset Pay Inc offers investment services in digital assets, particularly USDT, with a notable profit rate. Reviewers highlight their efficient communication and user-friendly trading platform, expressing satisfaction with the profitability and reliability of the services. Areas for improvement include the development of a dedicated mobile app.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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Geib & Company is a small Accounting company launched in 1984. Their team focuses on Accounting.
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Undisclosed< $25 / hr2 - 9London, England
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Established in 2000, MH Services is a Business Consulting company. The company focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Lalitpur, Nepal
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Tigg is a small cloud consulting & SI and Accounting company. Established in 2019, the team offers cloud consulting & SI and Accounting.
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Undisclosed$25 - $49 / hr2 - 9
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Healthy Coin LLC is an Accounting company established in 2019. The small team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Centennial, CO
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Located in Centennial, Colorado, Affordable Interest Mortgage is a Commercial Financing company. The team offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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See all 1 projectsThe Bookkeeping Company offers finance management and tax services. Clients consistently praise their professionalism, efficiency, and the ease of working with their team. The company has been commended for helping businesses maintain organized finances and supporting their growth and development.
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$1,000+< $25 / hr2 - 9New Delhi, India
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See all 1 projectsRapport HR Solutions provides comprehensive business registration services, including Trade License, GST Registration, and Import-Export Code, among others. Reviews consistently highlight their deep industry expertise, transparent pricing, and efficient handling of paperwork. Clients appreciate their strict adherence to deadlines and effective liaison with government departments.
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UndisclosedUndisclosed10 - 49
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Located in Amman, Jordan, AZAR Human Resource Solutions is a small Corporate Training & Coaching company. The team offers Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed10 - 49Preston, Australia
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Float Accounting is an Accounting company. They specialize in Accounting and BI & big data consulting & SI and were launched in 2021. The agency is in Preston, Australia and Melbourne, Australia.
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$5,000+$25 - $49 / hr10 - 49Cumming, GA
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KAELVEN CONSULTANCY SERVICES PRIVATE LIMITED is an Accounting company. Launched in 2021, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9
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Amarlo, Inc., a small Business Consulting and Accounting company, is in. Their services include Business Consulting and Accounting.
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Undisclosed$50 - $99 / hr2 - 9LONDON, England
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GUIDE HUSTLE LIMITED is an Accounting company founded in 2021. The company provides Accounting and Financial Advising & Planning, and is small.
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$10,000+$25 - $49 / hr10 - 49
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Profitz advisory is a small Accounting company founded in 2006. Their team offers Accounting.
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$1,000+$200 - $300 / hr50 - 249
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Easyfiling by Pacioli Consulting, an Accounting company, is headquartered in Abu Dhabi, United Arab Emirates. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
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Launched in 2011, Intracorp Pte. Ltd. Is a midsize Accounting company based in Singapore, Singapore. Their team offers Accounting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9
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BSP Accounting Services, an Accounting company, is based in Granby, Canada and Chambly, Canada. They focus on Accounting and were established in 2022.
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$1,000+$50 - $99 / hr1,000 - 9,999Dubai, United Arab Emirates
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Accouconsult is a Dubai, United Arab Emirates-based Accounting company. They provide Accounting and Insurance Services & Brokers.
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Undisclosed$50 - $99 / hr10 - 49Winnipeg, Canada
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Cayde Accounting & Tax is an Accounting company founded in 2020. Headquartered in Winnipeg, Canada and Calgary, Canada, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
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Based in Sheridan, Wyoming, Books At Ease is a Finance & Accounting Outsourcing (FAO) and Accounting company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
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+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
$10,000+< $25 / hr50 - 249Noida, India
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.