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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UndisclosedUndisclosed2 - 9Plymouth, MN
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Small Accounting company JASS, is headquartered in Plymouth, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
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Southside Taxation & Financial Services is an Accounting company. They are in Liverpool, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Diamond Bar, CA
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Zelada & Taylor CPA, P.C. Is an Accounting company. Established in 1995, the firm is based in Diamond Bar, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Claremont, CA
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Founded in 1962, Christiansen Accounting, a small Accounting company, is headquartered in Claremont, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plymouth, MN
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RMH Tax & Financial Advisors, Inc. Is an Accounting company founded in 2005. The company focuses on Accounting, and is small.
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UndisclosedUndisclosedFreelancerLaredo, TX
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Established in 2018, Neira Tax and Consulting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Broken Arrow, OK
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Accounting company Brown Chism & Thompson PLLC is in Broken Arrow, Oklahoma. They provide Accounting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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JKS Accountants Ltd is an Accounting company. They are located in Liverpool, England and have small team. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Liverpool, England
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DSG Chartered Accountants, an Accounting company, was launched in 1900. Based in Liverpool, England, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Laredo, TX
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Headquartered in Laredo, Texas, Bert Kraus, CPA is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Stockton, CA
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Walters Tax & Financial Services is an Accounting company. Their small team is based in Stockton, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plymouth, MN
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Gerhardson Warner & Wehmhoff CPAs is a small Accounting company in Plymouth, Minnesota. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Small Accounting company Harvey Guinan LLP, is located in Liverpool, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pomona, CA
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Taxx Pros, Inc., an Accounting company, was established in 2002. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Laredo, TX
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Riojas Bookkeeping Systems is an Accounting company in Laredo, Texas. Established in 2015, the team provides Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Steven M. Wagner Associates is a small Accounting company headquartered in Westminster, Colorado. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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ImpAcct, LLC is a small Westminster, Colorado-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Business Services Bureau, Inc. Is an Accounting company. They are in Vancouver, Washington and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Launched in 2010, Troy K Vigil Cpa is an Accounting company. Based in Westminster, Colorado and Palm Desert, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Carrollton, GA
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Tax Help of Carrollton LLC is a small Accounting company in Carrollton, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Vonachen & associates CPA LLC is an Accounting company established in 2012. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Louis Mamo & Company is an Accounting company. They are located in Pompano Beach, Florida and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9La Quinta, CA
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Mead, Coley and Company CPA's is a small Accounting company established in 2011. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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PRICE DEAN is an Accounting company. They are based in Pompano Beach, Florida and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Dallas, GA
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Small Accounting company Andrews Drummond Group, P.C., is headquartered in Dallas, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pompano Beach, FL
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William Webb & Associates, LLC, an Accounting company, is headquartered in Pompano Beach, Florida. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Cartersville, GA
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Williamson Co. & CPAs is a small Accounting company founded in 1983. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Leo A. Ramsey Federal & State Income Tax Services is a small Accounting company established in 1967. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Genova, Italy
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ISA Srl is an Accounting company. The team provides Accounting and Business Consulting, and the company is in Genova, Italy.
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UndisclosedUndisclosed2 - 9
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Small Business Consulting company BCA & ASSOCIATES, is headquartered in Genova, Italy. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Cartersville, GA
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Professional Accounting & Financial Services, an Accounting company, is located in Cartersville, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cartersville, GA
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Cynthia J Bowles, CPA, PC, a small Accounting company, is located in Cartersville, Georgia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Cartersville, GA
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Johnny Bruce, CPA is an Accounting company established in 2013. The team specializes in Accounting and Business Consulting and is headquartered in Cartersville, Georgia.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Small Accounting company Sahlin CPA, LLC, is headquartered in Pompano Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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CPAexpres is an Accounting company. They are located in Pompano Beach, Florida and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Established in 1982, Southeast Accounting & Tax Services is a small Pompano Beach, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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In Pompano Beach, Florida, Key Strokes, Inc. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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Pinnacle Computation, Inc. Is an Accounting company. Their small team is located in Pompano Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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CPAplace ® is an Accounting company. They were founded in 1999, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pueblo, CO
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Headquartered in Pueblo, Colorado, Hewitt, Heerschap & Couch, PC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Walnut, CA
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Based in Walnut, California, James Chu CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pueblo, CO
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In Pueblo, Colorado, Angela's Tax Service, LLC is an Accounting company. Launched in 2010, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Pueblo, CO
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Doss Financial Inc. Is an Accounting company. Their small team is based in Pueblo, Colorado. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Claremont, CA
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Established in 2011, Gray, Salt & Associates, LLP is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Laredo, TX
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Caballero CPA Firm, an Accounting company, was founded in 2015. The agency provides Accounting and Commercial Brokerage Services, and is small.
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UndisclosedUndisclosed10 - 49Weston, FL
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In Weston, Florida, Salver & Cook LLP is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laredo, TX
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Rosas CPA Tax Accountant is an Accounting company in Laredo, Texas. Launched in 2013, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Weston, FL
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Sadoff, Fischer & Associates, P.A. Is an Accounting company. Their team is in Weston, Florida. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Laredo, TX
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Carranco & Lawson, P.C. Is an Accounting company. Based in Laredo, Texas, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Weston, FL
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Steven Zucker CPA P.A. Is a small Accounting company based in Weston, Florida. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 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
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.