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 - 9Świdnik, Poland
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Located in Świdnik, Poland, MDR Biuro Rachunkowe is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Launched in 1997, Biuro rachunkowe Pawłowscy w Lublinie is an Accounting company. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Based in Lublin, Poland, EBC Biuro Rachunkowe Ewelina Cegłowska is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Headquartered in Lublin, Poland, SALDO Biuro Rachunkowe Bożena Komsta is an Accounting company. Established in 2004, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Censeo Consultancy Private Limited, an Accounting company, is in Mumbai, India. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lawrenceville, GA
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WellSprings Financial Services is an Accounting company. They were founded in 2019 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cumming, GA
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John Lee & Associates, LLC is an Accounting company. They are headquartered in Cumming, Georgia and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Chelmsford, England
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Bliss Accounting Services is an Accounting company established in 2010. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chesham, England
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Bradbury Accounting Services is an Accounting company. Their small team is based in Chesham, England. Their team specializes in Accounting.
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UndisclosedUndisclosed250 - 999Mumbai, India
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Established in 1987, Bathiya & Associates LLP is an Accounting and Business Consulting company. The team offers Accounting and Business Consulting and is located in Mumbai, India.
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UndisclosedUndisclosed2 - 9Duluth, GA
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AccountLogik is an Accounting company. Their small team is headquartered in Duluth, Georgia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lawrenceville, GA
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Diversity Accounting & Tax Firm is an Accounting company. They were established in 2011 and offer Accounting.
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UndisclosedUndisclosed2 - 9Lawrenceville, GA
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Small Accounting company Dallas Tax & Accounting Solutions, is headquartered in Lawrenceville, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lawrenceville, GA
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Anne Harmon LLC is a small Lawrenceville, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Royal Oak, MI
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Small Accounting and Finance & Accounting Outsourcing (FAO) company VETERANS OF FORIEGN WARS, is in Royal Oak, Michigan. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Southfield, MI
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QT Business Solutions, an Accounting company, is headquartered in Southfield, Michigan. Founded in 2000, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Taxes To Go is a small Accounting company in Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Established in 2004, Infinity Tax Solutions - MI, a small Accounting company, is located in Southfield, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company Fred Levy, is headquartered in Toronto, Canada. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Trust Accounting and Financial Services Inc. Is a small Accounting company based in Mississauga, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Based in Mumbai, India, Rohira Mehta & Associates is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Indore, India
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SPARK & Associates is an Accounting company based in Indore, India. Established in 1990, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Burlington, Canada
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Small Accounting company Tammy M. Alpe Professional Corporation, is in Burlington, Canada. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Indore, India
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Vijay Jain & Company, an Accounting company, is located in Indore, India. They provide Accounting and were established in 2016.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Banshi Jain & Associates is an Accounting and Business Consulting company. Founded in 1975, the agency is headquartered in Mumbai, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Clinton Township, MI
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BriteBooks360.com is an Accounting company. Founded in 2013, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company Capital Actuarial Group, is headquartered in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Clinton Township, MI
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Halpin & Associates is a small Accounting company based in Clinton Township, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Drive-Thru Tax & Accounting Services Limited is an Accounting company. Their small team is located in Brampton, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Located in Troy, Michigan, Tax Defense Group is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Georgina, Canada
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Ontario Online Bookkeeping and Accounting is an Accounting company. They are in Georgina, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Ahmedabad, India
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Midsize Accounting company KPSJ & Associates LLP, is located in Ahmedabad, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Indore, India
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B. Bansal & Company is a small Accounting company based in Indore, India. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Mumbai, India
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Founded in 1962, Sudit K. Parekh & Co. Is a midsize Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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NGS & CO. LLP is a Mumbai, India-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Nadine Filo is an Accounting company. Their small team is in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Indore, India
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D K Saklecha & Co is an Accounting company. Established in 1984, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Indore, India
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R.K Gurbani & Co. Is an Accounting company. Their small team is headquartered in Indore, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Indore, India
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Established in 1983, Mehta Garg & Agrawal is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Indore, India
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Accounting company Patel & Gupta Chartered Accountants is based in Indore, India. They offer Accounting and were established in 2000.
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UndisclosedUndisclosed2 - 9Indore, India
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Dassani & Associates is an Accounting company. They are based in Indore, India and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company Insert Coin, is in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Indore, India
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Accounting company Barjatya & Company is based in Indore, India. Established in 1998, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Legacy Consulting is a small Accounting company headquartered in Toronto, Canada. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Şişli , Türkiye
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EPS-DONPER is a Şişli , Türkiye-based Accounting company. Founded in 1995, the team specializes in Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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ILAVSKY is an Accounting company. They are headquartered in Toronto, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Sylwia Kamińska Kancelaria Rachunkowa is a small Lublin, Poland-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Falkenberg, Sweden
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In Falkenberg, Sweden, Falkenbergs Kontorstjänst AB is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Biuro Rachunkowe UniTax Sp z o.o., a small Accounting company, is in Lublin, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Small Accounting company Biuro rachunkowe Kadris, is headquartered in Lublin, Poland. The team offers Accounting.
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We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
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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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
$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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$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.