Top Financial Services Firms
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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 - 49Brendale, Australia
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Based in Brendale, Australia, Resource Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bathurst, Australia
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Weekes Accounting and Advisory is an Accounting company. They are in Bathurst, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lafayette, CO
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Located in Lafayette, Colorado, Mindful Business Solutions is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Georgetown, SC
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Harper Poston & Moree Cpas is a small Accounting company located in Georgetown, South Carolina. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rock Hill, SC
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David Knoble PLLC is a small Accounting company located in Rock Hill, South Carolina. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Summerville, SC
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Swamp Fox CPA, LLC is a small Summerville, South Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Paulsboro, NJ
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Business Accounting Systems, PC is a small Paulsboro, New Jersey-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Taringa, Australia
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Small Accounting company Conrad Carlile Taxation & Business Advisors, is headquartered in Taringa, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anderson, SC
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Lindley Pettigrew & Company CPAs LLC is an Accounting company. Their team is headquartered in Anderson, South Carolina and provides Accounting.
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UndisclosedUndisclosed10 - 49Rutherford, NJ
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SuarezBaldomero, P.A is an Accounting company founded in 2011. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Glenwood Springs, CO
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In Glenwood Springs, Colorado, Balanced Bookkeeping & Payroll, Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
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Westhill Partners is a small Baulkham Hills, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Ouzts Ouzts & Company is a small Accounting company based in Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Eagle Farm, Australia
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Small Accounting company Level Up, is based in Eagle Farm, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Florence, SC
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Lawrimore, CPA, PA is an Accounting company. They are based in Florence, South Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Jackson Jr, J Franklin, Cpa is a small Accounting company located in Mount Pleasant, South Carolina. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Fort Collins, CO
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Tally Services is an Accounting company. The team offers Accounting and Business Consulting, and the agency is based in Fort Collins, Colorado.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Weston Woodley & Robertson, an Accounting and Business Consulting company, was founded in 1989. Based in North Sydney, Australia, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stretton, Australia
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Small Accounting company Leader Accountancy, is located in Stretton, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lexington, SC
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Dooley and Company, LLC is an Accounting company founded in 1983. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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In Denver, Colorado, 5280 Bookkeeping LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wynnum, Australia
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Accounting company Boca & Co is in Wynnum, Australia. They specialize in Accounting and were launched in 2014.
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UndisclosedUndisclosed2 - 9Longmont, CO
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MD Bookkeeping Svcs is a small Longmont, Colorado-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Grand Junction, CO
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Astute Bookkeeping Services is an Accounting company. Their small team is located in Grand Junction, Colorado. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Fraser, Waldrop & Co CPA's Inc is an Accounting company. The Denver, Colorado-based company was founded in 2009. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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Cuchiaro & Associates is an Accounting and Business Consulting company based in Colorado Springs, Colorado. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Wheeler Grenfell is a small Accounting and Business Consulting company in North Sydney, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Whitehead Dingley & Beter is an Accounting company. They are based in Sydney, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Founded in 1945, WILSON PORTER is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Accounting company Winn Croucher Partners is located in North Sydney, Australia. They provide Accounting.
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UndisclosedUndisclosed2 - 9Odessa, TX
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KWCO, PC is a small Accounting company located in Odessa, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Keller, TX
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Launched in 2014, Pine and Company , CPA's is an Accounting company. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fort Worth, TX
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Deborah McDowell, CPA is an Accounting company founded in 2016. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Arlington, TX
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Established in 1988, Jack Loteryman CPA is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is located in Arlington, Texas.
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UndisclosedUndisclosed10 - 49
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Yeldell, Wilson, Wood & Reeve, CPA's is an Accounting company. The -based company was launched in 1984. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Round Rock, TX
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Accounting company Richard A. Crow & Associates was established in 1990. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Round Rock, Texas.
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UndisclosedUndisclosed2 - 9Burleson, TX
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John M Pelletier, CPA, an Accounting company, provides Accounting and Business Consulting. The company is located in Burleson, Texas.
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UndisclosedUndisclosed2 - 9Lubbock, TX
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Accounting company Greg Homesley, CPA offers Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2003.
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UndisclosedUndisclosed2 - 9Lubbock, TX
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Robert D. Seymore, CPA is an Accounting company. Established in 1987, the agency is located in Lubbock, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Frisco, TX
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J Dixon Tax Advisory Services is a small Accounting company headquartered in Frisco, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Strathpine, Australia
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Qld Accounting Group is an Accounting company. Their small team is headquartered in Strathpine, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jersey City, NJ
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JLD Tax & Accounting LLC is an Accounting company. Their small team is located in Jersey City, New Jersey. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fair Lawn, NJ
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Accounting company Naomi Yarimi, CPA, PLLC was launched in 2015. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Rutherford, NJ
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Caroprese & Company, an Accounting company, is headquartered in Rutherford, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cupertino, CA
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Hsu CPAs Corporation is an Accounting company. Their small team is headquartered in Cupertino, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gaffney, SC
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Cline Brandt Kochenower & Co is a small Gaffney, South Carolina-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Murrells Inlet, SC
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Gassler & Company, LLC is a small Accounting company in Murrells Inlet, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manning, SC
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Gibbons & Company, CPA, PA is an Accounting company. They are based in Manning, South Carolina and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Newark, NJ
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Launched in 1997, Floyd D. Townsend & Associates is an Accounting company. The team provides Accounting and is located in Newark, New Jersey.
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UndisclosedUndisclosed2 - 9Rock Hill, SC
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Johnson Nigh & Company LLC, a small Accounting company, is headquartered in Rock Hill, South Carolina. The team offers 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.