Top Financial Services Firms
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Featured
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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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$1,000+< $25 / hr50 - 249Chișinău, Moldova
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Staffing company Association of Recruitment Agencies was launched in 2008. The agency provides Staffing and Accounting.
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$1,000+Undisclosed50 - 249Burr Ridge, IL
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Kaizen Systems Inc is an Insurance Services & Brokers company established in 2001. Their team specializes in Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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Wilkerson Insurance Agency, an Insurance Services & Brokers company, was launched in 2010. The team offers Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9
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Pearce & Heers is an Accounting company located in Brisbane City, Australia. They offer Accounting.
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$5,000+$200 - $300 / hr2 - 9
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Take Flight Business Solutions LLC, a Tax Law company, was founded in 2014. The team specializes in Tax Law and Financial Consulting.
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$1,000+Undisclosed50 - 249Rochester, NY
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Located in Rochester, New York, FTS is an Accounting company. Launched in 2017, the team offers Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Vargas Financial Incorporated is an Accounting company located in Chicago, Illinois. They specialize in Accounting and were launched in 2005.
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$250,000+$300+ / hr10 - 49Ploiești, Romania
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Headquartered in Ploiești, Romania, Geseidl Consulting Group is a small Accounting company. The team offers Accounting and Financial Advising & Planning.
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$250,000+$300+ / hr10 - 49Melbourne, Australia
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Acquiry is a small Advertising company. They specialize in Advertising and Digital Asset Management and were established in 2018.
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UndisclosedUndisclosed2 - 9
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Commercial Property Management company HomeLife Property Management BC was founded in 1993. The team focuses on Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49
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TrueMeter is a Procurement Support company. Launched in 2023, the team provides Procurement Support and Accounting. The firm is based in San Francisco, California.
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$1,000+$100 - $149 / hr10 - 49London, England
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Established in 2002, Heighten Accountants is a Finance & Accounting Outsourcing (FAO) and Accounting company. The company provides Finance & Accounting Outsourcing (FAO) and Accounting, and is
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Undisclosed$50 - $99 / hr2 - 9Willesborough, England
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Tax First Consultants Ltd is an Accounting company. The firm is located in Willesborough, England. Their team offers Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49Matosinhos, Portugal
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RRA Rodrigues Ribeiro & Associados Lda. Is a Business Consulting company headquartered in Matosinhos, Portugal. The team focuses on Business Consulting and Compliance Consulting.
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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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$1,000+< $25 / hr10 - 49
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See all 2 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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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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$5,000+$300+ / hr2 - 9
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See all 1 projectsAccurate Middle East Research and Consulting is a boutique consulting company based in Dubai, UAE, specializing in market research, strategy development, and feasibility studies across the UAE,
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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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At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
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We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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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.