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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Jefferson Bookkeeping is an Accounting company. They are based in Pakenham, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Small Accounting company My Accounts, is based in Sydney, Australia and Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carlton, Australia
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Bookkeeper First is an Accounting company. They are headquartered in Carlton, Australia and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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BIR partners is an Accounting company headquartered in Melbourne, Australia. They focus on Accounting and Business Consulting and were launched in 2014.
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UndisclosedUndisclosed10 - 49South Melbourne, Australia
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Small Accounting company UPbooks, is located in South Melbourne, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Collingwood, Australia
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Coda Numbers, an Accounting and Business Consulting company, was launched in 2018. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249South Yarra, Australia
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Midsize Accounting company AGI Bookkeeping, is headquartered in South Yarra, Australia and Sydney, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Flora Hill, Australia
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Accounting company MGR Accountants was founded in 1985. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Noble Park, Australia
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Based in Noble Park, Australia, Serendib Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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BIE Bookkeeping is a small Accounting company headquartered in Bentleigh East, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Jones Financial Services, a small Accounting company, is based in Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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E & J's Tax Services is an Accounting company. They are in Columbia, South Carolina and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Founded in 2006, K & M Accounting and Tax Services L.L.C. Is an Accounting company. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Oakleigh East, Australia
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BAS Wise is a small Accounting company founded in 2008. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ladson, SC
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Lighthouse Tax Services Center LLC is an Accounting company. Their small team is in Ladson, South Carolina. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9North Charleston, SC
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MAXIMUM TAX SERVICE LLC is an Accounting company. They were launched in 2009, and their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Peace of Mind Bookkeeping is an Accounting company. They are located in Mt Waverley , Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Accel Tax & Business Services, LLC is an Accounting company. They are headquartered in Mount Pleasant, South Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Strathfieldsaye, Australia
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Wellington Tax is a small Accounting company located in Strathfieldsaye, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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National Tax Service is an Accounting company. Their small team is located in Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Columbia, SC
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Scott Boyar, CPA, PLLC is an Accounting company. They are in West Columbia, South Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Benalla, Australia
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Smith Dosser Accountants & Business Advisers, a small Accounting company, is located in Benalla, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wangaratta, Australia
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Kerr Andison & Kenny is a small Wangaratta, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Castlemaine, Australia
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Smith & Maltby Accountants is a Castlemaine, Australia-based Accounting company. Launched in 2011, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Y & S Accounting is a Melbourne, Australia-based Accounting company. Launched in 2008, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greensborough, Australia
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Kingsley's Bookkeeping is a small Greensborough, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Eltham, Australia
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Synergy Business Advisers is an Accounting company established in 2011. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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Curly Solutions Bookkeeping is an Accounting company. Their small team is based in Cheltenham, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Clayton, Australia
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Halifax & Wattle is a small Accounting company based in Clayton, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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JJY Taxation Financial Group is an Accounting company. Located in Melbourne, Australia, the firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Diamond Creek, Australia
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Better Books Bookkeeping is an Accounting company located in Diamond Creek, Australia. The team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9San Diego, CA
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John D. Arnold, CPA is an Accounting company. The firm is located in San Diego, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Small Accounting company SC ACCOUNTING TAX SERVICES LLC, is in Salt Lake City, Utah. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Swan Hill, Australia
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Small Accounting company Pooles Accountants & Tax Specialists, is based in Swan Hill, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Reservoir, Australia
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Siragusa is a Reservoir, Australia-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Kroichick & Company is an Accounting company. Located in San Diego, California, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ringwood, Australia
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EZY Accounting Solutions is a small Ringwood, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alphington, Australia
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Based in Alphington, Australia, The Numbers is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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DANIEL LU CPA is an Accounting company. The San Diego, California-based agency was established in 2014. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Klara Consulting is an Accounting company. Their small team is in Hawthorn East , Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Essendon, Australia
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Small Accounting company Resolve UBM, is in Essendon, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lalor, Australia
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Small Accounting company Tsakmakis & Associates, is based in Lalor, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Prahran, Australia
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Numbers PRO is a small Accounting company in Prahran, Australia and Tarneit, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Altona, Australia
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Green Box Bookkeeping is an Accounting company. They are based in Altona, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Established in 1983, Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Elsternwick, Australia
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In Elsternwick, Australia, MYOB trainer is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Glen Iris, Australia
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Elizabeth Zeuschner and Associates is a small Glen Iris, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Addleman & Associates is an Accounting company. They are located in San Diego, California and have small team. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49
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Haven Accounting Services is an Accounting company. They are headquartered in Balwyn, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rockville, VA
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Clarkson David, CPA is an Accounting company. Their team is located in Rockville, Virginia and specializes in Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
35.9/40.016.6/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% 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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.9/40.017/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.7/40.018.6/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
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+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.