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+< $25 / hr2 - 9
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Colombo Corporate Solutions (Pvt) Ltd is a Nugegoda, Sri Lanka-based Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Auburn Hills, MI
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Accounting and Financial Advising & Planning company Hare CPAs is headquartered in Auburn Hills, Michigan. They specialize in Accounting and Financial Advising & Planning and were established in
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Undisclosed< $25 / hr10 - 49دبي, United Arab Emirates
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See all 1 projectsTycoon Documents offers services in business setup and domain registration, particularly in the UAE. The feedback highlights their responsibility, trustworthiness, and timely delivery. Clients have praised Tycoon Documents for their budget-friendly pricing and effective project management, making them a reliable partner for new business initiatives.
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$1,000+< $25 / hr250 - 999Mumbai, India
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EPITOME RESEARCH & BUSINESS SOLUTIONS LTD is a Customer Service Outsourcing company. The Mumbai, India-based agency offers Customer Service Outsourcing and Back Office Outsourcing.
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$1,000+$200 - $300 / hr2 - 9
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Meliora Consulting is an Accounting company. In Reno, Nevada, the team offers Accounting and Fractional CFO Services.
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$10,000+$25 - $49 / hr10 - 49
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See all 1 projectsIndus Fincorp LLC offers bookkeeping and financial services, including monthly bookkeeping cleanup. Reviews highlight the firm's outstanding service, timely delivery, and impressive team approach. Clients appreciate their high-quality work, alignment with company values, and effective communication through virtual meetings and emails, making them a reliable partner in financial management.
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Undisclosed< $25 / hr2 - 9
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The CFO Point is a small Tax Law company headquartered in Jalgaon, India. The team specializes in Tax Law and Accounting.
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$1,000+$50 - $99 / hr10 - 49
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ITS Consultants is an Accounting company. They offer Accounting and Financial Advising & Planning and are based in Islamabad, Pakistan.
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UndisclosedUndisclosed2 - 9
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Established in 2005, Share Trading Class, a small Financial Advising & Planning company, is located in Kolkata, India. Their services include Financial Advising & Planning and Business Consulting.
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$1,000+Undisclosed10 - 49Bengaluru, India
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Sheshi AI is a Fractional CFO Services company. Their team is located in Bengaluru, India and provides Fractional CFO Services and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9Rivervale, Australia
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ISM Accountants & Advisors Pty Ltd is a Finance & Accounting Outsourcing (FAO) company founded in 2014. The small team focuses on Finance & Accounting Outsourcing (FAO) and Business Consulting.
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$5,000+$25 - $49 / hr2 - 9
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Smmm Burak Bayraktar, a small Business Consulting company, is in İzmir, Türkiye. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$10,000+$50 - $99 / hr50 - 249
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Midsize Accounting company Quick Advisor, is in california, California. The team offers Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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See all 2 projectsOnline Taxman is an accounting services firm specializing in tax preparation and filing. Their reviews reveal significant dissatisfaction, with consistent complaints about poor communication, lack of continuity, and incorrect filings leading to penalties. Approximately 100% of reviewers express negative feedback, highlighting issues in bookkeeping, tax filing, and inadequate financial advice. The recurring theme is their unreliability and high costs, suggesting potential clients should consider alternative options.
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UndisclosedUndisclosed10 - 49
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Back Office Outsourcing company Real Orange Accounting specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO). They were established in 2022.
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UndisclosedUndisclosed2 - 9Reading, England
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Avery Clifton is an Accounting company. They are headquartered in Reading, England and have small team. Their team specializes in Accounting.
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$5,000+$150 - $199 / hr2 - 9København, Denmark
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Danish Blockchain Lab, a Cybersecurity company, is in København, Denmark. Their services include Cybersecurity and CRM consulting and SI.
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$1,000+$25 - $49 / hr10 - 49Birmingham, England
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Amanah Accountants Limited is a small Accounting company. Founded in 2014, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Headquartered in Toronto, Canada, Fix My Books Inc. Is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$25,000+$150 - $199 / hr10 - 49Göteborg, Sweden
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CW1 is a Business Consulting company. The Göteborg, Sweden-based agency was founded in 2019. Their team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
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$5,000+Undisclosed10 - 49Sydney, Australia
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IT staff augmentation company Operacy Staffing was launched in 2019. The team focuses on IT staff augmentation and Back Office Outsourcing and is in Sydney, Australia.
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$5,000+$150 - $199 / hr2 - 9
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Based in Dicky Beach, Australia, Abbaco is a small Accounting company. The team focuses on Accounting and Commercial Financing.
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$75,000+$25 - $49 / hr2 - 9Sharjah, United Arab Emirates
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Launched in 2017, Brevity Professional Services is a Corporate Training & Coaching company. The small team provides Corporate Training & Coaching and Tax Law.
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$1,000+$100 - $149 / hr50 - 249
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See all 5 projectsDominion Consulting Group is a trusted business consulting firm based in St. Louis, MO, helping small and medium-sized businesses grow through strategic planning, operational improvement, leadership
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UndisclosedUndisclosed10 - 49Mississauga, Canada
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See all 1 projectsRCSPL Canada INC. is an Outsourcing company registered under Canada Business Corporation Act (CBCA). We offer end-to-end technology and outsourcing services serving businesses, SMBs, and enterprises
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$1,000+< $25 / hr10 - 49
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See all 1 projectsWe assist businesses optimize their accounts payable processes by providing dependable, efficient, and technology-driven outsourcing solutions. We are committed to delivering great client
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UndisclosedUndisclosed2 - 9
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See all 1 projectsSince 2017, Ingram Insurance Group, located at 733 Salem Avenue in Dayton, OH, has been a trusted independent insurance agency serving families, individuals, and real estate investors. We specialize
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$1,000+$25 - $49 / hr10 - 49
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See all 1 projectsNordholm Bookkeeping and Accounting provides a comprehensive suite of services including bookkeeping, financial reporting, tax preparation, and VAT services. Clients commend the firm for its timely reports, responsiveness, and alignment with company values, highlighting its good culture and cost-effective solutions. The professional handling of complex tasks such as bank reconciliation and financial reporting is particularly appreciated.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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See all 1 projectsAB Capital Services FZE specializes in facilitating business bank account openings in Dubai, offering services such as bank selection, documentation preparation, and KYC support. Reviews highlight their exceptional project management, responsiveness, and in-depth knowledge of the Dubai banking landscape. Clients commend their proactive approach and tailored solutions, making them a recommended partner for business banking services.
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$5,000+$25 - $49 / hr50 - 249Allen, TX
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See all 1 projectsIntellgus is a trusted outsourced accounting company in the USA, helping businesses of all sizes streamline their financial operations with precision and care. With a dedication to excellence, we
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$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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See all 1 projectsAdroetech provides specialized services in implementing Microsoft Dynamics 365 Human Resource systems. Client feedback indicates that Adroetech excels in enhancing HR processes through efficient, data-driven solutions, and is noted for its timely project management and pioneering approach in technology. Overall, reviews highlight the company's strong performance and value, with minor areas for improvement.
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$1,000+$25 - $49 / hr10 - 49
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See all 1 projectsaccounting byte provides comprehensive bookkeeping and accounting management services. The reviews highlight their exceptional professionalism, timely delivery, and effective project management, emphasizing cost and time savings. Clients express satisfaction with their services, indicating that accounting byte is a reliable partner for bookkeeping and accounting needs.
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UndisclosedUndisclosed250 - 999Pune, India
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See all 1 projectsBSMART specializes in financial consultancy, audit assistance, and regulatory compliance, offering services such as bookkeeping, financial reporting, and tax preparation. Clients praise their personalized approach, expertise, and professionalism. While their meticulous work occasionally results in longer turnaround times, the quality of their output remains exceptional, making BSMART a trusted partner for top-tier financial services.
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UndisclosedUndisclosed2 - 9DAGENHAM, England
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See all 1 projectsFZCO & CO offers tax preparation and financial reporting services. The reviews highlight significant dissatisfaction, particularly noting a lack of experience in eCommerce, unprofessional behavior, and misleading business practices. Overall, FZCO & CO has received negative feedback for their poor communication and unreliable service.
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$1,000+$150 - $199 / hr2 - 9Staten Island, NY
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Launched in 1990, Arlia & Associates is an Accounting company. Located in Staten Island, New York and New York, New York, the team provides Accounting.
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$1,000+$150 - $199 / hr2 - 9New York, NY
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Spritzer, Kaufman & Company LLP, an Accounting company, is headquartered in New York, New York. They focus on Accounting and were founded in 1993.
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$1,000+$150 - $199 / hr2 - 9Boston, MA
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Accurate Accounting Associates is an Accounting company. Established in 2013, the agency is in Boston, Massachusetts. Their team focuses on Accounting and Business Consulting.
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$1,000+$150 - $199 / hr2 - 9Boston, MA
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Hajiani CPA is an Accounting company. They are in Boston, Massachusetts and New York, New York. Their team provides Accounting.
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$1,000+$150 - $199 / hr2 - 9Chicago, IL
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Lopez & Company CPAs, a small Accounting company, is based in Chicago, Illinois. The team focuses on Accounting.
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$1,000+$150 - $199 / hr10 - 49Chicago, IL
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Established in 1983, Wilson & Associates is an Accounting company. Based in Chicago, Illinois, the team provides Accounting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
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Furness & Associates is a Los Angeles, California-based Accounting company. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9West Hollywood, CA
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Matei & Co. Is an Accounting company. Their small team is headquartered in West Hollywood, California. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
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Samuel B. Choi Accountancy Corp is an Accounting company headquartered in Los Angeles, California. They specialize in Accounting.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
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WWSA CPAs is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9San Francisco, CA
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California Accounting Center, an Accounting company, was launched in 1993. The firm provides Accounting.
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$1,000+$100 - $149 / hr2 - 9NY, NY
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Accounting Group of WNY, an Accounting company, was established in 1997. Based in NY, New York, the team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Wakefield, MA
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Johnson O'Connor Feron & Carucci is an Accounting company. They are located in Wakefield, Massachusetts. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
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Hertz Herson CPA is a midsize Accounting company based in New York, New York. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Boston, MA
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Cohen + Associates is an Accounting company. Based in Boston, Massachusetts, the firm was founded in 1983. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Marblehead, MA
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Founded in 1981, Carlton, Healy & Frederick is a small Accounting company. Their services include 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.