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 - 49Perth Amboy, NJ
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Small Accounting company Adachi Financial Services, is headquartered in Perth Amboy, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Lagos, Nigeria
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Tax Law company Stransact (Chartered Accountants) was established in 2009. The team offers Tax Law and IT managed services and is in Lagos, Nigeria.
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UndisclosedUndisclosed2 - 9Hilliard, OH
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Ohler Bookkeeping is a small Accounting company located in Hilliard, Ohio. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Colombo, Sri Lanka
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Founded in 2019, H-Connect International (Pvt) Ltd is a Back Office Outsourcing company. The team specializes in Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Ample Finance is an Accounting company. Their small team of employees is in Melbourne, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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Rodger W Wolf & Company, PC, an Accounting company, was founded in 2009. They provides Accounting.
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$10,000+$200 - $300 / hr10 - 49Bakersfield, CA
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Established in 2016, Sandoval Tax, a small Accounting company, is located in Bakersfield, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Scotts Valley, CA
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Small Business Consulting Inc is an Accounting company. Founded in 1967, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toledo, OH
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ToledoCPAs.com is an Accounting company. Located in Toledo, Ohio, their small team focuses on Accounting. The firm was launched in 1990.
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UndisclosedUndisclosed2 - 9Nundah, Australia
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In Nundah, Australia, Avers is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Dover, DE
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Accounting company Faw Casson focuses on Accounting and Business Consulting. They were launched in 1944.
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UndisclosedUndisclosed10 - 49Naperville, IL
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Headquartered in Naperville, Illinois, AMC Accounting Solutions is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Perth, Australia
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LA Trobe Bookkeeping is a small Accounting company based in Perth, Australia. The team specializes in Accounting and Business Consulting.
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Undisclosed$100 - $149 / hr2 - 9Bethlehem, PA
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Boundless Tax® is an Accounting company established in 2013. The team specializes in Accounting and is in Bethlehem, Pennsylvania.
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UndisclosedUndisclosed10 - 49Richmond, VA
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Seltek Technology Solutions is an IT managed services company. Launched in 1998, the team focuses on IT managed services and Cybersecurity. The company is headquartered in Richmond, Virginia.
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$10,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
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Dynamics Business Solutions is an Accounting company. The team is in دبي, United Arab Emirates and Abu Dhabi, United Arab Emirates, and their services include Accounting and CRM consulting and
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$1,000+$200 - $300 / hr2 - 9Covington, WA
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RMMC Consulting is a Business Consulting company. They are headquartered in Covington, Washington. Their team provides Business Consulting.
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UndisclosedUndisclosed10 - 49Vero Beach, FL
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Level Accounting & Advisory is an Accounting company headquartered in Vero Beach, Florida. They provide Accounting.
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UndisclosedUndisclosedFreelancerOakland Park, FL
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Sas Prinzivalli, CPA PA is an Accounting company. Launched in 2015, the team provides Accounting.
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$1,000+$150 - $199 / hr10 - 49Provo, UT
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Accounting company ProvenCFO specializes in Accounting and Fractional CFO Services. They were founded in 2017.
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UndisclosedUndisclosed10 - 49Brookfield, WI
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The VanderBloemen Group, an Accounting company, is headquartered in Brookfield, Wisconsin and Juneau, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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AD Virtual Services, an Accounting company, was established in 2011. Located in Sparks, Nevada, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Founded in 2001, Northwest Accounting & Tax Service is an Accounting company. Located in Vancouver, Washington, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Accounting company Accounting by Stephany was established in 1990. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Alaska´s Best Payroll Solution is an Accounting company. The agency is in Anchorage, Alaska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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In Toronto, Canada, Milman & Company Chartered Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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RGB Accounting is an Accounting company in Toronto, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bethesda, MD
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Goldin Group LLC is an Accounting company. The Bethesda, Maryland-based firm focuses on Accounting.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Accounting company SM Joshi Chartered Accountants was launched in 1993. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is in Dubai, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Small Accounting company Alu Contadores Publicos, is located in Ciudad de México, Mexico. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Tallahassee, FL
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Northside Tax Service is an Accounting company. They focus on Accounting and were founded in 1992. The firm is based in Tallahassee, Florida.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Capstone LLP, a small Accounting company, is headquartered in Toronto, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Highland Charter Township, MI
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Business Consulting and Accounting company Michigan Pure Tax Resolution is headquartered in Highland Charter Township, Michigan. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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CFO Rick Inc. Is a small San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249دبي, United Arab Emirates
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Midsize public relations company Decision Management Consultants, is in دبي, United Arab Emirates. The team provides Public Relations and Market Research.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Rosario Accounting Firm, a small Accounting company, is headquartered in Baltimore, Maryland and Baltimore, Maryland. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Accounting company Dahlberg Bookkeeping was founded in 2013. The agency provides Accounting, and is small.
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$1,000+$25 - $49 / hr10 - 49Lagos, Nigeria
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Ascentech Services Limited is a Corporate Training & Coaching company. They focus on Corporate Training & Coaching and Accounting and were founded in 2013. The agency is located in Lagos, Nigeria.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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VN Accounting Solutions is a small Brampton, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Edmonton, Canada
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Small Accounting company Faber LLP, is headquartered in Edmonton, Canada. Their services include Accounting.
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$1,000+$50 - $99 / hr2 - 9Washington, DC
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AMB Small Business Accounting Services Inc is an Accounting company. Established in 2001, the company is located in Washington, District of Columbia. Their team offers Accounting.
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$1,000+Undisclosed10 - 49Washington, DC
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Accounting company RY CPAs was founded in 2016. The company offers Accounting.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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Established in 2010, JLC AUDITORS & ADVISORS S.A.S. Is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Profits Plus Accountants is an Accounting company. The team focuses on Accounting and is headquartered in Dubai, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Burlington, Canada
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Back Office Stars is an Accounting company. The Burlington, Canada-based company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Asrani CPA, Professional Corporation is a small Mississauga, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rochelle Park, NJ
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BergerCPAFirst is a small Accounting company. Launched in 1989, the team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9București, Romania
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Small Accounting company Ada's Consult, is located in București, Romania. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Wynnewood, PA
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SKB Accounting is an Accounting company. They offer Accounting and were launched in 2003.
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$1,000+$25 - $49 / hr2 - 9Market Deeping, England
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Accounting company Direct Peak was launched in 2016. The agency provides Accounting and Finance & Accounting Outsourcing (FAO).
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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.