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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UndisclosedUndisclosed10 - 49Podgorica, Montenegro
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Ekonomik accountants is an Accounting company. Founded in 2006, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Podgorica, Montenegro
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Small Accounting company R&P Auditing, is located in Podgorica, Montenegro. The team provides Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Camarillo, CA
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Rene Randel, MBA, CPA, CFP is an Accounting company based in Camarillo, California. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Podgorica, Montenegro
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Infolab DOO is a small Podgorica, Montenegro-based Accounting company. The team offers Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Podgorica, Montenegro
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Konto's Consulting, an Accounting company, specializes in Accounting and IT strategy consulting. The agency is in Podgorica, Montenegro.
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UndisclosedUndisclosed2 - 9Camarillo, CA
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Joe Harris is a Camarillo, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Largo, FL
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Jackson and Associates, CPA is an Accounting company. They were founded in 2005 and specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Grand Rapids, MI
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Hungerford Nichols CPAs + Advisors is an Accounting company established in 1941. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oceanside, CA
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Cornerstone Bookkeeping Tax is a small Accounting company headquartered in Oceanside, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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National Tax Relief Inc. Is an Accounting company. Headquartered in Riverside, California, the agency was launched in 1993. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Jackson, MI
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Accounting company Willis & Jurasek, P.C. Was founded in 1967. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Alarcón y Molina Consultores Ltda is an Accounting company. Their small team is in Santiago, Chile. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vista, CA
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R Moore, EA & Associates, LLC, a small Accounting company, is based in Vista, California. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Providencia, Chile
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Accounting company Baker Tilly Chile Auditores Consultores was founded in 1991. The midsize team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Chile Impulsa, a small Accounting company, is based in Santiago, Chile. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Largo, FL
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Greenfield Associates is a small Accounting company founded in 1985. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Pedro Aguirre Cerda, Chile
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Accounting Advice Ltd is an Accounting company. Their small team is in Pedro Aguirre Cerda, Chile. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Located in Santiago, Chile, Grupo Asesor Contabilidad is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Savar Consultores is an Accounting company. They are located in Santiago, Chile and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Small Accounting company Medsecure, is in Santiago, Chile. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Tu Mejor Aliado Consultores is a small Santiago, Chile-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Providencia, Chile
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Asesorias Gsts, a small Accounting company, is based in Providencia, Chile. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Providencia, Chile
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Cycle SPA Advisor, a small Accounting company, is headquartered in Providencia, Chile. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Largo, FL
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Alexander Financial is an Accounting company. Their team is headquartered in Largo, Florida and offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oceanside, CA
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McBride Forensic Accounting & Construction Consulting is an Oceanside, California-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed50 - 249Bay City, MI
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Weinlander Fitzhugh CPAs is an Accounting company. The team is headquartered in Bay City, Michigan and Clare, Michigan, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Rexcont Adviser is a small Santiago, Chile-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Founded in 1996, Michael G. Kissell, LTD, a small Accounting company, is based in Minneapolis, Minnesota. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Macy Mark Morris, CPA, an Accounting company, was founded in 1998. The team offers Accounting and is headquartered in Carlsbad, California.
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UndisclosedUndisclosed2 - 9Troy, MI
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Cantwell, Cummins, Moffatt & Stuart, PC is a small Troy, Michigan-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Hart & Associates, is based in Oceanside, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Comstock Park, MI
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Mierendorf & Co PC is an Accounting company. The firm is located in Comstock Park, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dalton, GA
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Staten CPAs is an Accounting company. Launched in 1981, the company is located in Dalton, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ringgold, GA
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Crowe, Mallette, and Associates is an Accounting company. The small Ringgold, Georgia-based team focuses on Accounting and Business Consulting. The agency was founded in 1973.
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UndisclosedUndisclosed2 - 9Decatur, GA
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Located in Decatur, Georgia, CBA Accounting & Tax Services is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Yakima, WA
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Accounting company Petersen CPAs & Advisors was founded in 1953. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Decatur, GA
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HK Tax & Accounting Inc is a small Accounting company based in Decatur, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Decatur, GA
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HLM Financial Group is a Decatur, Georgia-based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Decatur, GA
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WrayCPA, LLC is an Accounting company. The Decatur, Georgia-based company was established in 2007. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yakima, WA
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Villbrandt, Stark, & Moorer PLLC is a small Yakima, Washington-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Duluth, GA
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Accounting company WMBO CPA Group was established in 1988. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yakima, WA
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Besel & Williams, PLLC is an Accounting company established in 2012. Headquartered in Yakima, Washington, the team provides Accounting.
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UndisclosedUndisclosedFreelancerLargo, FL
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Accounting company Joel E. Berman CPA was launched in 2005. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Largo, FL
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Rizzotto Wealth Management is an Accounting company. Established in 2006, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yakima, WA
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Accounting company Soelberg, Durrett & Associates, PS was founded in 2004. The team focuses on Accounting and Business Consulting and is based in Yakima, Washington.
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UndisclosedUndisclosed10 - 49Douglas, GA
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R. Scott Moore, CPA, P.C is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1988.
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UndisclosedUndisclosed10 - 49Yakima, WA
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Alegria & Company, P.S. Is an Accounting company. Founded in 1947, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Douglas, GA
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Belinda W. Harrell, CPA, P.C. Is an Accounting company. Launched in 2005, the company is headquartered in Douglas, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yakima, WA
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Established in 1970, Halsey & Company, a small Accounting company, is in Yakima, Washington. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yakima, WA
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Founded in 2018, Goddard & Associates is an Accounting company. The firm offers Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
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$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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$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 -
$1,000+< $25 / hr250 - 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+< $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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 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 -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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 - 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+$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 -
$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.