Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$1,000+$100 - $149 / hr10 - 49Norcross, GA
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Business Financial Group is an Accounting company. They are based in Norcross, Georgia, and their services include Accounting and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Rīga, Latvia
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Confidentum is an Accounting company. They were launched in 1998 and offer Accounting.
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$100,000+$300+ / hr2 - 9Dubai, United Arab Emirates
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See all 1 projectsB4B Business Consultancy provides comprehensive accounting services, including bookkeeping and financial reporting, tailored to client needs. The overall feedback highlights their effective project management, timely delivery, and budget-friendly pricing. Clients appreciate their professionalism and are generally satisfied with the quality of services, though they suggest potential for growth.
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UndisclosedUndisclosed2 - 9Clark, NJ
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Founded in 2017, Norton CPA, LLC, a small Accounting company, is located in Clark, New Jersey. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
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Established in 1990, Black Mountain, a midsize Accounting company, is located in Singapore, Singapore and London, England. Their services include Accounting and HR Outsourcing.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Brite Advisors is a Financial Advising & Planning company. Their team is in Dubai, United Arab Emirates. The agency specializes in Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerGreystanes, Australia
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DS Accountants And Advisors is an Accounting company. Located in Greystanes, Australia, the agency was launched in 2010. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Little Lever, England
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YRF Accountants is an Accounting company. The company is located in Little Lever, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Surry Hills, Australia
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Orchard Lending, a Commercial Financing company, is headquartered in Surry Hills, Australia. The team offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerCharlotte, NC
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Launched in 1997, McGrant Tax & Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. Their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+Undisclosed2 - 9Miami, FL
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E. Gomez CPA LLC is an Accounting company located in Miami, Florida. Established in 2019, the team focuses on Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49London, England
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Founded in 2018, AccounTax Zone Limited is a small Accounting company. Their team provides Accounting and Tax Law.
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$1,000+Undisclosed10 - 49Singapore
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Global Link Asia Consulting is a Business Consulting company established in 2014. The agency focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr10 - 49Bhuj, India
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Launched in 2021, SM BOOKKEEPING SERVICES LLP, a small Accounting company, is located in Bhuj, India. Their team specializes in Accounting and Financial Consulting.
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$250,000+Undisclosed2 - 9Chandler, AZ
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J. Martin Wealth Management is a Chandler, Arizona-based Financial Advising & Planning company. They specialize in Financial Advising & Planning and Financial Consulting and were established in
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UndisclosedUndisclosed50 - 249Cebu City, Philippines
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Parkes BPO Solutions Inc is a social media marketing firm. The company is located in Cebu City, Philippines. Their services include Social Media Marketing and Content Marketing.
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$1,000+$25 - $49 / hr10 - 49Stanmore, England
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Accounting People is an Accounting company in Stanmore, England. The team provides Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249Gurugram, India
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IRexx Technologies is an Accounting company. Launched in 2009, the team provides Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Business Turnaround Services is a small Business Consulting company based in Sydney, Australia. The team specializes in Business Consulting and Accounting.
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$1,000+$100 - $149 / hr2 - 9Naples, FL
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Steven H. Mangan, CPA, LLC is a Naples, Florida-based Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Pune, India
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Biz2books is an Accounting company located in Dubai, United Arab Emirates and Pune, India. They provide Accounting.
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$1,000+$50 - $99 / hr10 - 49Perumbavoor, India
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QDES INFOTECH SOFTWARE SOLUTIONS is an Accounting company established in 1995. Their services include Accounting and Custom Software Development.
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$1,000+$25 - $49 / hr10 - 49Singapore, Singapore
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Headquartered in Singapore, Singapore, AccountBooks Singapore is a small Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Accounting and Business Consulting company Campagnolo Bonk CPA's PLLC was launched in 2014. The firm provides Accounting and Business Consulting, and is small.
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$1,000+$200 - $300 / hrFreelancerWashington, DC
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Esquire Tax Solutions is an Accounting company. Their small team is located in Washington, District of Columbia and provides Accounting. The agency was launched in 2012.
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$1,000+Undisclosed50 - 249
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Accounting company SS360 - Business Services was founded in 2020. The agency provides Accounting and IT staff augmentation.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Established in 2020, Aabi Chartered Accountants is an Accounting and Business Consulting company. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Bengaluru, India
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Headquartered in Bengaluru, India, BSJ & Associates is a midsize Accounting and Finance & Accounting Outsourcing (FAO) company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hrFreelancerToronto, Canada
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Launched in 2014, Gilder Tax And Accounting is a SEO agency. The small team provides Search Engine Optimization and Accounting.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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The Vat Consultant is an Accounting company. They are in Dubai, United Arab Emirates and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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Digital Alpha is a software development company. The firm is in New York, New York and Princeton, New Jersey. Their services include Custom Software Development and cloud consulting & SI.
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$1,000+$25 - $49 / hr10 - 49Chennai, India
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First Choice Finance Consultants is a Finance & Accounting Outsourcing (FAO) company founded in 2006. The small team offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing.
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$1,000+< $25 / hr2 - 9Madhapur, India
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FinTax Bookkeeping LLC - Accounting | Outsourcing/Offshoring is an Accounting company established in 2016. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Winnipeg, Canada
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Graphene Group, a small Accounting company, is based in Winnipeg, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mansfield, England
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Jacksons Accountants Limited, an Accounting company, is in Mansfield, England and Sheffield, England. They offer Accounting and were founded in 2019.
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UndisclosedUndisclosed10 - 49
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Eos Global Expansion is a HR Outsourcing company established in 2013. The team specializes in HR Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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See all 2 projectsT2inc.ca provides comprehensive accounting services, including tax preparation, bookkeeping, and accounting audits. The reviews highlight their fast service delivery, fair pricing, and effective online communications. Clients appreciate their affordability, rapid response, and overall ease of working with the team.
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UndisclosedUndisclosed250 - 999
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See all 1 projectsPayrollServe delivers comprehensive solutions to streamline operations and ensure compliance. As a business service line of RSM Stone Forest, PayrollServe is part of a trusted firm dedicated to
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Undisclosed$100 - $149 / hr10 - 49Fargo, ND
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DFC Consultants is an ERP consulting and SI company based in Fargo, North Dakota and Bismarck, North Dakota. They provide ERP consulting and SI and Custom Software Development.
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$1,000+$150 - $199 / hr10 - 49New York, NY
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Based in New York, New York, 212 Tax & Accounting is a small Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49New York, NY
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GreenSlate is a New York, New York-based Accounting company. The team specializes in Accounting.
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$1,000+$50 - $99 / hr50 - 249New York, NY
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NCheng is an Accounting company. Their midsize team is based in New York, New York and specializes in Accounting. The company was launched in 1989.
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$1,000+$150 - $199 / hr50 - 249New York, NY
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RotenbergMeril is an Accounting company. They were founded in 1986 and offer Accounting.
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$1,000+$150 - $199 / hr50 - 249Chicago, IL
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Legacy Professionals is an Accounting company. They offer Accounting and were founded in 2003. The company is headquartered in Chicago, Illinois and Schererville, Indiana.
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$1,000+$25 - $49 / hr10 - 49Los Angeles, CA
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Fineman West & Co., a small Accounting company, is in Los Angeles, California. The team offers Accounting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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LvHJ LLP is a small Accounting company. They specialize in Accounting and were launched in 1935.
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$1,000+$25 - $49 / hr50 - 249Hauppauge, NY
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Established in 1996, Fuoco Group is a midsize Accounting company. Their services include Accounting.
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$1,000+$25 - $49 / hr50 - 249Wakefield, MA
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Tonneson + co is an Accounting company. They were launched in 1975, and their services include Accounting.
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$1,000+$25 - $49 / hr50 - 249Los Angeles, CA
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Midsize Accounting company NSBN, is based in Los Angeles, California. Their services include Accounting.
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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
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Accounting company CNM LLP is in Los Angeles, California and Irvine, California. Launched in 2003, the team offers Accounting.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 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 - 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+$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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $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+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.