Top Financial Services Firms
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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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UndisclosedUndisclosed2 - 9Penbrook, PA
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AYS Financial Management Services LLC is a Penbrook, Pennsylvania-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hinesville, GA
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SET GOALS is an Accounting company. Their small team is located in Hinesville, Georgia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Teal Business Services, an Accounting company, was established in 2017. The small team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Cedar Rapids, IA
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Established in 2018, PRIYA BUSINESS CONSULTING SERVICES PLC is a small Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Jackson, MS
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Smart Solution Consulting, LLC is a small Marketing Strategy and Accounting company. Established in 2017, the team offers Marketing Strategy and Accounting.
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UndisclosedUndisclosed2 - 9Lomita, CA
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Nelson & Assoc. Corp. Is a small Lomita, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Beattys Services, Inc., a Staffing company, was established in 1989. Based in New York, New York, the team offers Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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All Inclusive Management Group is an Advertising company. Launched in 2019, their team offers Advertising and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Lansdowne, VA
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BAS CPA Firm is a Lansdowne, Virginia-based Accounting company. Launched in 2008, the team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Eden, NC
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W & Y CONSULTING GROUP LLC is a small Business Consulting company in Eden, North Carolina. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Cornerstone Bookkeeping and Accounting is in McDonough, Georgia. Launched in 2009, the team provides Accounting.
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UndisclosedUndisclosed2 - 9College Park, GA
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Accounting company L And N Tax Associates LLC was founded in 2000. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Goodyear, AZ
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Metro Accounting and Professional Services, LLC is an Accounting company. They were launched in 2015, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arlington, TX
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Located in Arlington, Texas, Nina Jones CPA PLLC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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USAP LLC is a small Atlanta, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Guaynabo, Puerto Rico
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Baker Tilly Puerto Rico, CPAs, PSC, an Accounting company, is based in Guaynabo, Puerto Rico. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tolleson, AZ
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GSL Consulting Services, LLC is a Tolleson, Arizona-based Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9
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Magni Dei, P.C is an Accounting company. The agency is in Rockville, Maryland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Stuart, FL
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Virtual Bookkeeping Solutions, LLC is an Accounting company. In Stuart, Florida, the agency was founded in 2016. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Chantilly, VA
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Accounting company Redwood Strategy Group Inc. Was launched in 2016. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Memphis, TN
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Located in Memphis, Tennessee, Booker T Camper, Jr CPA PLLC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed1,000 - 9,999Xiamen Shi, China
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Founded in 2000, YLZ Information Technology Co., Ltd. Is a large business intelligence company based in Xiamen Shi, China. Their team provides BI & big data consulting & SI and IoT development.
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UndisclosedUndisclosed10 - 49Margate, FL
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LAT Service Group, Inc. Is an Accounting company. The Margate, Florida-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Falls Church, VA
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Global Tunnels Limited Company is a web design agency. The company is in Falls Church, Virginia. Their team provides Web Design and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Rex, GA
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Accounting company Clear Financial Advising Inc was launched in 2011. The firm provides Accounting, and is small.
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UndisclosedUndisclosed10 - 49Frederick, MD
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JD Accounting Services, Inc is an Accounting company. Located in Frederick, Maryland, the agency was founded in 1998. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Located in Alexandria, Virginia, Intelipath Group is a Cybersecurity company. Launched in 2010, the team focuses on Cybersecurity and IT managed services.
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UndisclosedUndisclosed2 - 9Algona, IA
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Accounting company Bookkeeping Unbound is headquartered in Algona, Iowa. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Leone Rouge Management Consultants, LLC is an Accounting company. The small Frisco, Texas-based team specializes in Accounting. The company was founded in 2017.
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UndisclosedUndisclosed10 - 49Forest Park, GA
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Business Consulting and Accounting company Pretty Girls Business Group, LLC was launched in 2018. The agency focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Washington, DC
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BizSolutions 360, Inc., a Business Consulting and Financial Advising & Planning company, provide Business Consulting and Financial Advising & Planning. They were founded in 2008.
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UndisclosedUndisclosed2 - 9Miami, FL
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Launched in 2008, Keeping Your Book is a small Miami, Florida-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9DeSoto, TX
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Launched in 2021, The SABAC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hollywood, FL
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Mckenzie Forensic Auditors, Inc is an Accounting company based in Hollywood, Florida. Launched in 2016, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Weston, MA
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Velasquez Tax & Business Services is an Accounting company. In Weston, Massachusetts, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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ARA Government Services LLC is a San Antonio, Texas-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Woodbridge, VA
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Accounting company Aalis Management Consulting provides Accounting and Business Consulting. They were founded in 2017.
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UndisclosedUndisclosed2 - 9Mableton, GA
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Accounting company Virtual Accounting Group, Inc. Specializes in Accounting. They are located in Mableton, Georgia.
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UndisclosedUndisclosed50 - 249Glendale, CA
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Established in 1969, Vasquez & Company LLP is a midsize Commercial Financing company based in Glendale, California. Their team specializes in Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Alexander CPA PLLC is a Dallas, Texas-based Finance & Accounting Outsourcing (FAO) company. Established in 2015, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Smithfield, NC
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Maurice W. Atkinson II, CPA, PLLC is an Accounting company. The Smithfield, North Carolina-based team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Washington, DC
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Savalan, LLC, an Accounting company, is based in Washington, District of Columbia. Founded in 2009, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Epes, AL
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Launched in 2010, Gravity LLC is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Piscataway, NJ
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DL SANDS SOLUTIONS LLC is a Commercial Property Management and Accounting company founded in 2021. Their team offers Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Calumet City, IL
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Accounting company Falls Accounting and Tax Consulting was established in 1997. The team focuses on Accounting and Business Consulting and is in Calumet City, Illinois.
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UndisclosedUndisclosed2 - 9Florissant, MO
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Major 360 LLC is an Accounting company. Headquartered in Florissant, Missouri, their small team offers Accounting and Business Consulting. The company was established in 2010.
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UndisclosedUndisclosed10 - 49Temecula, CA
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Bradfield Consulting is an UX design company. They are based in Temecula, California, and their services include UX/UI Design and Logo.
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UndisclosedUndisclosed2 - 9Northville, MI
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Small Accounting company SK Universal Tax & Consulting CPA PLC, is based in Northville, Michigan. The team provides Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Annandale, VA
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Odin Advisers Inc. Is an Accounting company. They are headquartered in Annandale, Virginia and have small team. Their team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Tabor City, NC
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Launched in 2014, M&J Financial Management, LLC, a small Accounting company, is based in Tabor City, North Carolina. Their services include Accounting and Financial Advising & Planning.
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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 -
$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
34.3/40.017/20 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Dubai, 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
32.5/40.016.8/20 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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.