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 - 49Los Angeles, CA
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Accounting company Adams Small Business Relief was founded in 2009. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Camberwell, Australia
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JPR Business Group, a small Accounting company, is based in Camberwell, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rosebud, Australia
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Carroll Accounting Services is a small Accounting company headquartered in Rosebud, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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SRDSL Certified Public Accountants is an Accounting company. They are in Los Angeles, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 1981, William Bigelson CPA, Inc. Is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Castlemaine, Australia
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Returns Express is a small Accounting company headquartered in Castlemaine, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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MARK CUMMINS CPA is an Accounting company. Their team is in Los Angeles, California and offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wodonga, Australia
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Karen Gilbert & Co is an Accounting company founded in 1997. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Ballarat Central, Australia
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AC Accounting & Business Solutions, an Accounting company, is in Ballarat Central, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Mildura, Australia
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Small Accounting company Southern Cross Business Advisers, is based in Mildura, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rosebud, Australia
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Located in Rosebud, Australia, Better Accounting Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Brighton, Australia
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Dinkum Business Services is a Brighton, Australia-based Accounting company. Launched in 2003, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Warrnambool, Australia
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Based in Warrnambool, Australia, SHB Business & Wealth Advisers is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mount Clear, Australia
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Logical Business Solutions is an Accounting company. Their small team is in Mount Clear, Australia and specializes in Accounting and Business Consulting. The company was established in 2006.
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UndisclosedUndisclosed2 - 9Omaha, NE
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InsurPayroll is an Accounting company. They provide Accounting and Corporate Training & Coaching and were established in 2013.
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UndisclosedUndisclosed2 - 9Dandenong, Australia
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Small Accounting company HPS Accounting, is headquartered in Dandenong, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Alpha to Omega Business Services is a small Accounting and Business Consulting company in Frankston South , Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Omaha, NE
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Reed & Associates, CPAs - Omaha is an Accounting company. Launched in 2000, the firm is in Omaha, Nebraska. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Korumburra, Australia
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Williams, Edwards & Findlay is an Accounting company. Their small team is based in Korumburra, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Fresh Accounting Solutions, a small Accounting company, is based in Corinella , Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lara, Australia
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Established in 2008, KDF Bookkeeping Services is a small Lara, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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In Los Angeles, California, HERSH, GOLAND & GREEN is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bendigo, Australia
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COMPLETE BOOKKEEPING BENDIGO is an Accounting company. Based in Bendigo, Australia, their small team focuses on Accounting. The firm was launched in 2006.
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UndisclosedUndisclosed10 - 49Buderim, Australia
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In Buderim, Australia, Buderim Accounting is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carrum Downs, Australia
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Headquartered in Carrum Downs, Australia, Sort Your Books is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Pareto Solutions Group, Inc. Is an IT staff augmentation company established in 2006. Their team offers IT staff augmentation and Accounting.
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UndisclosedUndisclosed50 - 249North Sydney, Australia
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Shadforth is an Accounting company. They are headquartered in North Sydney, Australia and Brisbane City, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Wynn &Bennett is a small Accounting company located in Sydney, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Alpharetta, GA
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3i People, an Accounting company, provides Accounting and Custom Software Development. The company is located in Alpharetta, Georgia.
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UndisclosedUndisclosed10 - 49Clarinda, Australia
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Small Accounting company Excel Financial Solutions, is located in Clarinda, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Randwick, Australia
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Yes Accounting is an Accounting company. Their small team is in Randwick, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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CBH Business Services , an Accounting company, focus on Accounting. They were established in 2006.
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UndisclosedUndisclosed10 - 49Croydon, Australia
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Insight Management Accountants is a small Croydon, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Bondi Junction, Australia
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Launched in 1993, YML Group is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warragul, Australia
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Quickbiz Pty Ltd is an Accounting company. They are headquartered in Warragul, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Jackson, MS
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Based in Jackson, Mississippi, Lindsey, Parker & Martin PA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Madison, MS
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Corbin & Associates, PLLC is a small Accounting company launched in 2008. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Southaven, MS
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Black & Associates, P. A. Is an Accounting company. In Southaven, Mississippi and Water Valley, Mississippi, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Southaven, MS
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Established in 2007, Griffith CPA Firm PLLC is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Warragul, Australia
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Jeremiah Payroll & Bookkeeping , a small Accounting company, is based in Warragul, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Docklands, Australia
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Financial Accounting Solutions is a small Accounting company in Docklands, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Euroa, Australia
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ABF Partners is an Accounting company. Their small team is headquartered in Euroa, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seville, Australia
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Yarra Ranges Bookkeeping is an Accounting company. Founded in 2000, the team specializes in Accounting. The agency is headquartered in Seville, Australia.
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UndisclosedUndisclosed2 - 9Kosciusko, MS
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Lindsay CPA Firm is a small Accounting company headquartered in Kosciusko, Mississippi. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Euroa, Australia
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MMK Accountants is a small Accounting company. Launched in 1978, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Berwick, Australia
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In Berwick, Australia, Destre Business Services is an Accounting company. Established in 2011, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Shepparton, Australia
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Small Accounting company Wyndham Group Accounting , is headquartered in Shepparton, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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BMR Bookkeeping and Consulting is a small Wodonga, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jackson, MS
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Corkern & Norris is an Accounting company. Their small team is in Jackson, Mississippi. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Warragul, Australia
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Cooper McGrath is an Accounting company. They are headquartered in Warragul, Australia and have small team. Their services include Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$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.