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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UndisclosedUndisclosed10 - 49Monona, WI
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Launched in 1992, Sorge CPA is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Richmond, VA
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Meadows Urquhart Acree & Cook, LLP is a Richmond, Virginia-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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$1,000+$150 - $199 / hr10 - 49Waltham, MA
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Established in 1984, Newburg & Company, LLP is an Accounting company. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Escazú, Costa Rica
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Accounting company Doris Peters & Asociados was established in 1998. Based in Escazú, Costa Rica, the team specializes in Accounting and Recruiting.
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$5,000+$150 - $199 / hr10 - 49Londonderry, NH
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Launched in 2010, The International Standard for Lean Six Sigma is a Business Consulting company. Based in Londonderry, New Hampshire, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
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SEMPER TAX RELIEF is an Accounting company. They are based in Orange, California. Their team offers Accounting.
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$5,000+Undisclosed2 - 9New Brunswick, NJ
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Badran Tax LLC, a Tax Law company, is based in New Brunswick, New Jersey. Founded in 1985, the team offers Tax Law and Business Consulting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Heyward CPA is an Accounting company. Headquartered in Durham, North Carolina, the firm focuses on Accounting.
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$1,000+< $25 / hr50 - 249Hyderabad, India
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SBS And Company LLP is an Accounting company. Their midsize team is in Hyderabad, India and Sri City, India. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Taxtake, an Accounting company, was founded in 2015. The agency focuses on Accounting and Business Consulting.
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Undisclosed$50 - $99 / hr10 - 49Rīga, Latvia
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Orients Audit & Finance is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2002. The firm is in Rīga,
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$1,000+$50 - $99 / hr2 - 9Cheyenne, WY
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Accounting company MER Tax, Accounting & Consulting was founded in 1992. The team focuses on Accounting and Business Consulting and is headquartered in Cheyenne, Wyoming.
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UndisclosedUndisclosed10 - 49Edmonton, Canada
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Apero Solutions Inc. ERP • WMS is a custom software development firm. In Edmonton, Canada, the team focuses on Custom Software Development and Accounting.
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UndisclosedUndisclosed10 - 49Spokane, WA
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Anastasi, Moore & Martin PLLC is an Accounting company. Headquartered in Spokane, Washington, the agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Phillip, Australia
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Accounting company Business Boost Centre is located in Phillip, Australia. They specialize in Accounting.
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UndisclosedUndisclosed50 - 249Evesham, NJ
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Baratz & Associates, PA is an Accounting company. Launched in 1982, the firm is based in Evesham, New Jersey and Bridgewater Township, New Jersey. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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Accounting company IronRoad is based in Cincinnati, Ohio and Powell, Ohio. They focus on Accounting and PEO/Employee Leasing and were founded in 1992.
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$1,000+< $25 / hr50 - 249Brisbane City, Australia
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Affordable Staff is a Back Office Outsourcing company. Established in 2009, the agency provides Back Office Outsourcing and Call Center Services.
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UndisclosedUndisclosed10 - 49Alexandria, VA
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Founded in 2003, The Adjuvancy is a small Accounting company in Alexandria, Virginia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Novi, MI
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ShindelRock is an Accounting company. In Novi, Michigan and Detroit, Michigan, the firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$100 - $149 / hr10 - 49Detroit, MI
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Launched in 1941, GJC CPAs & Advisors (George Johnson & Company) is a small Accounting company headquartered in Detroit, Michigan and Chicago, Illinois. Their team specializes in Accounting.
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UndisclosedUndisclosedFreelancerNew York, NY
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C York CPA is an Accounting company established in 1987. The team focuses on Accounting and is located in New York, New York.
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UndisclosedUndisclosed10 - 49Allen, TX
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Apexvision Tax and Accounting Solutions, a small Accounting company, is in Allen, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Goldfine & Co CPAs is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Québec, Canada
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Crescendo CPA inc. Is an Accounting company founded in 2007. Located in Québec, Canada, the team offers Accounting.
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$5,000+$200 - $300 / hr2 - 9Dallas, TX
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New Life CFO is a Finance & Accounting Outsourcing (FAO) company. Their small team is headquartered in Dallas, Texas. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$25 - $49 / hr50 - 249Oakville, Canada
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EVAMAX Group, a branding agency, focus on Branding and Application Testing. They were founded in 2003.
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UndisclosedUndisclosed50 - 249Nottingham, England
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Bridgewood is an Accounting and Business Consulting company. The Nottingham, England-based firm was founded in 2010. Their team focuses on Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Cambridge, Canada
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UpSide Accounting, an Accounting company, was launched in 2012. The team focuses on Accounting and Business Consulting and is in Cambridge, Canada.
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UndisclosedUndisclosed50 - 249
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Exco A²A Polska is an Accounting company founded in 1999. Based in Warszawa, Poland and Kraków, Poland, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Chaney&Associates is an Accounting company. Their small team is based in Roseville, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
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Established in 2011, Northstar Financial Consulting Group is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Şişli, Türkiye
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Accounting company Cerebra CPAs & Advisors was founded in 2009. The team offers Accounting and is headquartered in Şişli, Türkiye.
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UndisclosedUndisclosed10 - 49Milton Keynes, England
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Accounting company Cloudco Accountancy Group Ltd. Is located in Milton Keynes, England. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Launched in 2016, UK Property Accountants is an Accounting company. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Reading, England
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Small Accounting company Melanie Curtis Accountants, is headquartered in Reading, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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Ascentis Accountants LLP is a small Accounting company established in 2000. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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Aysgarth Chartered Accountants is an Accounting company. They were founded in 2012 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Dublin 1, Ireland
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Accounts Advice Centre is a Dublin 1, Ireland-based Tax Law company. They offer Tax Law and Accounting and were established in 1996.
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UndisclosedUndisclosed2 - 9
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Traynor Accounting is an Accounting company. Headquartered in Cumbernauld, Scotland and Glasgow, Scotland, the team provides Accounting.
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UndisclosedUndisclosed50 - 249New York , NY
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Midsize Accounting company Wei, Wei & Co., LLP, is headquartered in New York , New York. The team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Launched in 1973, Lawler & Witkowski CPAs is a small Tax Law company. Their services include Tax Law and Accounting.
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UndisclosedUndisclosed10 - 49Plano, TX
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Jones Square Financial Services, a small Accounting company, is based in Plano, Texas. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Guildford, England
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Launched in 2013, Blue Matrix - Chartered Certified Accountants, a small Accounting company, is based in Guildford, England. Their team offers Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49
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OURS GLOBAL is an Accounting company established in 2006. Their services include Accounting and Custom Software Development.
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UndisclosedUndisclosed50 - 249Naperville, IL
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Quality Back Office is a midsize Accounting company launched in 2011. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Chennai, India
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Shreshtha Business Solutions, an Accounting company, was launched in 2015. The agency focuses on Accounting and Business Consulting, and is small.
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$1,000+$25 - $49 / hr10 - 49
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Accurate Legal Billing is an Accounting company. Located in Bayville, New York, the firm was founded in 2018. Their services include Accounting and Back Office Outsourcing.
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$250,000+$150 - $199 / hr2 - 9Pembroke Pines, FL
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IdealCost.com is a Pembroke Pines, Florida-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Singapore, Singapore
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Accounting company MBG Corporate Services specializes in Accounting and Finance & Accounting Outsourcing (FAO). They are located in Singapore, Singapore and Abu Dhabi, United Arab Emirates.
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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 -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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 -
$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 -
$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 / 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 -
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 -
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+$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
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+< $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 -
$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.