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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UndisclosedUndisclosed50 - 249Garwood, NJ
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Established in 1994, MSPC Certified Public Accountants and Advisors, P.C. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Glen Rock, NJ
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Financial Consulting Strategies LLC, an Accounting company, was founded in 2004. The team focuses on Accounting and is based in Glen Rock, New Jersey.
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UndisclosedUndisclosedFreelancer
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Zip Business Services LLC is an Accounting company. They are headquartered in Elk Grove, California and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Founded in 2001, Wiggins, Williams & Associates, LLP is a small Greensboro, North Carolina-based Accounting company. Their team offers Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Joyce Stephens, CPA is a small Accounting company founded in 2006. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Located in London, England, Richmond Accounting Services is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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City Heights Accounting Services is an Accounting company. Their small team is headquartered in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Coral Accountancy Services is an Accounting company. They are based in London, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Snortland, Fernandez, Brown & Gruver Certified Public Accountants is an Accounting company in Roseville, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Small Accounting company JSB Accounting Services, is located in London, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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MSS Accountancy Services is a small Accounting company in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Headquartered in London, England, FBS Accounting Services Ltd. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Vicom Accounting Services Ltd, a small Accounting company, is located in London, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Elite Accountancy Services is an Accounting company. They are in London, England and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Whiz Accounting Services Ltd is a small Accounting company in London, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
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Accounting company Applied Bookkeeping & Tax Services is headquartered in Elk Grove, California. They focus on Accounting and were founded in 2011.
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UndisclosedUndisclosed2 - 9London, England
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In London, England, Simply Office Solutions, Bookkeeping Services is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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TFG Accountancy Services Ltd, Fetwi & Co Chartered Certified Accountants is a small Accounting company founded in 2004. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Baltic Accountancy Services Ltd is an Accounting company. They are based in London, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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The Business Bookkeeper Ltd is a small Accounting company located in London, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Concise Accountancy Services is a small Accounting company headquartered in London, England and London, England. Their services include Accounting.
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UndisclosedUndisclosed50 - 249London, England
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Citroen Wells is an Accounting company. In London, England, their midsize team offers Accounting. The agency was founded in 1952.
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UndisclosedUndisclosed2 - 9London, England
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Headquartered in London, England, Wise-Bookkeeping Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Taxright Accountancy Services LLP is an Accounting company. Their small team is in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Launched in 2009, Andrew Smith Bookkeeping Services Limited is a small Accounting company headquartered in London, England. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Brentford, England
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Orm Accounting Services, a small Accounting company, is based in Brentford, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Established in 2016, MplusL - easy accounting GmbH, a small Accounting company, is headquartered in Berlin, Germany. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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TAA GmbH - The Accounting Experts is an Accounting company. Launched in 1997, the team offers Accounting. The company is headquartered in Berlin, Germany.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Based in Berlin, Germany, Alex Office - Buchhaltung in Berlin-Schöneberg is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Die rechnungsWesen GmbH is an Accounting company. They are in Berlin, Germany and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Easy Buchhaltung Berlin is an Accounting company. Their small team is headquartered in Berlin, Germany. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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BüroWerk Berlin is a small Berlin, Germany-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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TMO The Music Office GmbH is an Accounting company. Their small team is based in Berlin, Germany. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Headquartered in Berlin, Germany, Lohnbuchhaltung Abacus is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Sven Süske Büro & Buchführungsservice, a small Accounting company, is located in Berlin, Germany. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Biuroservice Büroservice Maciej Daniel is an Accounting company. They are headquartered in Berlin, Germany and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Small Accounting company Lohnbuchhaltungs-Service Caporosso, is in Berlin, Germany. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancerBerlin, Germany
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DI Buchhalter UG (haftungsbeschränkt) is an Accounting company. They offer Accounting and are based in Berlin, Germany.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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In Berlin, Germany, Gunesch+P Finanz- und Lohnbuchhaltung UG [haftungsbeschränkt] is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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William Vivier CPA, an Accounting company, provides Accounting. The company is in Sacramento, California.
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UndisclosedUndisclosed10 - 49Berlin, Germany
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Accounting company eifas Holding GmbH specializes in Accounting. They were established in 2014.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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Founded in 1991, PBS - Professional BookKeeping Services is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Accounting company Veritas Accounting, PC was launched in 2016. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Boadilla del Monte, Spain
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AUDICEF ASESORES S.L. Is an Accounting company. Their team is based in Boadilla del Monte, Spain. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Madrid, Spain
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Gestoría DS, a small Accounting company, is located in Madrid, Spain. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roma, Italy
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Studio Internazionale Tornambè is an Accounting company established in 2001. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Douglas & Pino CPA's, Inc. Is an Accounting company launched in 2018. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Nashville, TN
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In Nashville, Tennessee, Darby Creek Consulting is an Accounting company. They provide Accounting and Business Consulting and were established in 2015.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Mike Ornelas, EA is an Accounting company based in Sacramento, California. They focus on Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Orlandi Contucci Antonio, is located in Roma, Italy. The team provides Accounting.
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![Gunesch+P Finanz- und Lohnbuchhaltung UG [haftungsbeschränkt] Logotype](https://img.shgstatic.com/clutch-static-prod/image/scale/50x50/s3fs-public/logos/d669d5d1f949d728f3889a77c894357d.gif){kind=small}
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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 -
$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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.4/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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.