Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$1,000+$200 - $300 / hr10 - 49
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See all 2 projectsWatter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded by the
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UndisclosedUndisclosed10 - 49Winnipeg, Canada
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See all 1 projectsF.H. Black & Company was established in 1990 as a Chartered Professional Accounting firm. Over the last three decades, our depth of business acumen has been accessed by clients to address a
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Undisclosed< $25 / hr10 - 49Brooksville, FL
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See all 1 projectsOneStopDA empowers individuals and businesses of all sizes with dedicated virtual assistants tailored to your unique needs. Whether you’re an entrepreneur, a small business, or a large
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$5,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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See all 1 projectsWant an expert to help you with your taxes in Dubai? Almerak has the top tax advisors and experts in Dubai, UAE. They can help you figure out how to deal with intricate tax requirements by coming up
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$1,000+< $25 / hr2 - 9Jaipur, India
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See all 2 projectsFinRise Advisors offers comprehensive services in Bookkeeping, Financial Reporting, and CFO support, including bank reconciliation, cash flow management, and financial reporting. The reviews highlight their exceptional project management, responsiveness, and expertise, resulting in increased financial efficiency and accuracy for clients. FinRise Advisors is highly recommended for their meticulous and reliable accounting services.
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UndisclosedUndisclosed2 - 9Austin, TX
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See all 1 projectsMillan & Company, P.C. is a full service CPA firm in Austin, Texas. We have seven degreed accountants, and four of them are professionally designated CPAs with over forty years of combined
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UndisclosedUndisclosed50 - 249Bengaluru, India
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See all 1 projectsWith over 1000+ satisfied clients ranging from multinational corporations including foreign entities to individuals over the past 15 years, Mukunda Shiva and Associates possess a well-endowed team
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$5,000+$25 - $49 / hr50 - 249
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See all 1 projectsAccountooze Virtual Accountants offers comprehensive services in accounting and bookkeeping using Xero software. Reviews highlight their expertise and exceptional communication, underscoring their proficiency in handling substantial bookkeeping tasks. Clients commend them for their punctuality and expertise, deeming their service up-to-date and highly satisfactory.
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$5,000+$50 - $99 / hr10 - 49New York, NY
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See all 1 projectsFinalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.
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$1,000+$25 - $49 / hr10 - 49
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See all 1 projectsAvidity Management LLP provides bookkeeping, forecasting, and budgeting services, primarily utilizing XERO Online for accounting. The company is praised for its cost-effective solutions, prompt responses, and excellent communication. Clients appreciate their expertise in accounting management and consistently adhering to budget and schedule, making them a reliable partner for financial management needs.
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$1,000+$25 - $49 / hr50 - 249Faisalabad, Pakistan
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See all 1 projectsTheBrandSpur offers supply chain management services with a focus on streamlining operations and optimizing logistics. Their reviews highlight efficient, tailored solutions and excellent communication, resulting in an 8% cost reduction for clients. TheBrandSpur is praised for its structured approach, timely delivery, and commitment to transparency, while minor improvements could further enhance their already commendable project management and client experience.
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UndisclosedUndisclosed50 - 249
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See all 1 projectsDoctorMGT is a trusted partner with collection services for personal injuries for doctors in the US. This service aims to ensure that doctors receive proper remuneration for their services, as they
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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See all 1 projectsAlpha Auditing of Accounts provides comprehensive accounting services, including VAT registration, bookkeeping, and corporate tax services, tailored to the UAE's tax laws. Reviewers consistently praise the firm for its professionalism, timely delivery, and flexibility in meeting client needs, highlighting their expertise in financial reporting and tax preparation.
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$1,000+< $25 / hr50 - 249Rickmansworth, England
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See all 1 projectsEximious Global provides comprehensive services including bookkeeping, financial reporting, and audit services, with a focus on recruitment and accounting support. The reviews highlight their efficiency in achieving financial objectives and meeting accounting deadlines, emphasizing their cost-effectiveness and cultural alignment. Clients appreciate their ability to exceed expectations, making them a reliable partner for diverse business needs.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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See all 1 projectsActax Corporate Strategies Private Limited offers services including Bookkeeping, Accounting, Tax Preparation, and Financial Reporting. The overall feedback highlights their professional handling of work, timely delivery, and deep knowledge of tax laws, which led to increased business efficiency and minimized errors. Clients also appreciated their good value for cost and proper, timely advice.
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UndisclosedUndisclosed10 - 49Liverpool, England
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See all 1 projectsSterlinx Global is a leading accounting and VAT compliance firm based in Liverpool, UK. We specialize in helping businesses of all sizes across the UK, Europe, USA with their VAT registration,
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$1,000+$150 - $199 / hr2 - 9New York, NY
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Czarnowski & Beer is an Accounting company. In New York, New York, the agency was established in 1986. Their team offers Accounting.
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$1,000+$150 - $199 / hr10 - 49Westbury, NY
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Dalal Associates is an Accounting company. Launched in 1980, their team provides Accounting.
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$1,000+Undisclosed2 - 9New York, NY
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Goldburd & Co. Is a small Accounting company headquartered in New York, New York and Lakewood, New Jersey. Their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49Melville, NY
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Sasserath & Zoraian is an Accounting company. The Melville, New York-based agency was launched in 1997. Their team provides Accounting.
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$1,000+$300+ / hr2 - 9Boston, MA
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Water Street Associates is a Boston, Massachusetts-based Accounting company. They focus on Accounting and were launched in 2007.
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$1,000+$150 - $199 / hr10 - 49Chicago, IL
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Bansley & Kiener is an Accounting company. They were founded in 1922, and their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49Chicago, IL
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O'Malley & Kwit is an Accounting company. They are based in Chicago, Illinois, and their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49Chicago, IL
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Pier & Associates is an Accounting company. The Chicago, Illinois-based agency offers Accounting.
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$1,000+$150 - $199 / hr2 - 9Glendale, CA
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ERK Financial is a small Accounting company in Glendale, California. Their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49Los Angeles, CA
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Fenton & Ross is an Accounting company. They are located in Los Angeles, California. Their team specializes in Accounting.
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$1,000+$150 - $199 / hr2 - 9South San Francisco, CA
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Bachecki, Crom & Co. Is an Accounting company. They were established in 1971, and their services include Accounting and Business Consulting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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Keeping Your Balance is an Accounting company launched in 2005. The company offers Accounting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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Kustov & Associates is an Accounting company headquartered in San Francisco, California. They offer Accounting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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Accounting company Peninsula Accounting was established in 2006. The agency provides Accounting, and is small.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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Accounting company Sterck Kulik O'Neill is headquartered in San Francisco, California. The team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249Boston, MA
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Established in 2009, Boston Financial Advisory Group is an Accounting company. Located in Boston, Massachusetts and Bengaluru , India, the team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Long Beach, CA
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Raimondo Pettit Group, an Accounting company, is based in Long Beach, California and Torrance, California. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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Devereaux, Kuhner & Co. Is an Accounting company. The team is in San Francisco, California, and their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49Redwood City, CA
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Accounting company Silicon Valley Finance Group is located in Redwood City, California. The team specializes in Accounting.
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$1,000+$25 - $49 / hr10 - 49Chestnut Ridge, NY
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GKG CPAs is an Accounting company. They specialize in Accounting and were launched in 1993.
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$1,000+$100 - $149 / hr10 - 49Woodbury, NY
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G.R. Reid is a small Accounting company in Woodbury, New York and Boca Raton, Florida. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Harrison, NY
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A. Uzzo & Company is an Accounting company. They are based in Harrison, New York and have small team. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Hingham, MA
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Located in Hingham, Massachusetts, Morgan & Morgan is an Accounting company. Launched in 1917, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Woburn, MA
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Headquartered in Woburn, Massachusetts and Quincy, Massachusetts, E. J. Callahan & Associates is an Accounting company. Launched in 2013, the team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Boston, MA
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Russell, Brier & Co. Is an Accounting company launched in 1932. Based in Boston, Massachusetts, the team offers Accounting.
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$1,000+$50 - $99 / hr2 - 9Boston, MA
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Ryter & Company, an Accounting company, was launched in 1995. The company provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Northbrook, IL
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Brown CPA Group is a small Accounting company located in Northbrook, Illinois. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Morrison & Morrison, a small Accounting company, is headquartered in Chicago, Illinois. The team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Schuman, Simon & Grodecki, an Accounting company, is headquartered in Chicago, Illinois. They provide Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
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Small Accounting company Eilts & Associates, is headquartered in Chicago, Illinois. The team offers Accounting.
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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
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Tanner Mainstain Glynn & Johnson is a midsize Los Angeles, California-based Accounting company. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Pasadena, CA
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TemoArjani is an Accounting company established in 1987. Their team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, Frankel & Reichman & Rizzo is an Accounting company. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
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Kirsch Kohn & Bridge, an Accounting company, was launched in 1961. The company offers Accounting.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.