Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49City of Industry, CA
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Accounting company Tina T. Chiang Accountancy Corporation is headquartered in City of Industry, California. Launched in 1997, the team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49North Palm Beach, FL
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In North Palm Beach, Florida, SSERS FINANCIAL SERVICES GROUP LLC is a small Business Consulting company. The team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Kinder, LA
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JXS Just Xcellent Service Tax Professionals is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is in Kinder, Louisiana and Beaumont, Texas.
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UndisclosedUndisclosed10 - 49Huntsville, AL
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MSB Analytics, Inc. Is an IT managed services company. The Huntsville, Alabama-based team provides IT managed services and Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Enterprise ENP Technology, LLC is a Business Consulting company launched in 2014. Their team specializes in Business Consulting and E-Commerce Development.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Founded in 2020, MPowered Compliance Resources is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Rockville, MD
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SPS CONSULTING LLC is a small Accounting company. They focus on Accounting and IT managed services and were founded in 1996.
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UndisclosedUndisclosedFreelancerWoodbridge, VA
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YLC Solutions is a web design company. They provide Web Design and Accounting and were launched in 2016. The firm is based in Woodbridge, Virginia.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Accounting company Thomas & Reed, LLC was founded in 2004. The team offers Accounting and is headquartered in Indianapolis, Indiana.
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UndisclosedUndisclosed2 - 9Arlington, VA
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PR company Brockman Strategy Group, Inc was launched in 2013. The small team focuses on Public Relations and Market Research.
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UndisclosedUndisclosed2 - 9Raytown, MO
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B2BC Mobile Tax & Solutions is a Raytown, Missouri-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Clifton, VA
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Focus Consulting Firm, a small Accounting and Financial Advising & Planning company, is headquartered in Clifton, Virginia. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Dallas, TX
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UniCorp Services, Inc is an Accounting company. Based in Dallas, Texas, the agency was founded in 1991. Their team focuses on Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Denver, CO
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Jackson Elite Tax & Consulting, LLC is a small Accounting company founded in 2017. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pontiac, MI
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Ladlas Prince is an Accounting company located in Pontiac, Michigan. Launched in 1999, the team focuses on Accounting and Content Marketing.
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UndisclosedUndisclosed2 - 9Gaithersburg, MD
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ACCOUNTING, TAX AND FINANCIAL SERVICES, LLC (ATNF SERVICES. LLC), a small Business Consulting company, is in Gaithersburg, Maryland. The team focuses on Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Indio, CA
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OUTSOURCE EXECS, LLC, a small Accounting and Financial Advising & Planning company, is located in Indio, California. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Orlando, FL
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Founded in 2012, AYB Solutions LLC, a small Accounting company, is located in Orlando, Florida. Their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bowie, MD
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Cambrae Business Strategies, Inc. Is an Accounting company. They offer Accounting and were founded in 2011. The agency is located in Bowie, Maryland.
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UndisclosedUndisclosed50 - 249Owings Mills, MD
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SB & Company, LLC is an Accounting company founded in 2005. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
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BMT Consulting Inc. Is an IT strategy consulting company in Washington, District of Columbia. They focus on IT strategy consulting and Logistics & Supply Chain Consulting.
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UndisclosedUndisclosed2 - 9Bayamón, Puerto Rico
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VFRR LLC is an Accounting company. The team provides Accounting and Financial Advising & Planning, and the agency is in Bayamón, Puerto Rico.
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UndisclosedUndisclosed10 - 49Richmond, VA
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LARRY SAUNDERS & ASSOCIATES, CPA'S, an Accounting company, was founded in 1980. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Vienna, VA
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Reckenen Inc. Is an Accounting company. Based in Vienna, Virginia, the agency provides Accounting.
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UndisclosedUndisclosed10 - 49Laurel, MD
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McMillan Innovations, LLC is a Laurel, Maryland-based Financial Consulting company. Their services include Financial Consulting and Translation.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Headquartered in San Antonio, Texas, Haynes Marketing & Associates, LLC is a Business Consulting and Accounting company. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Business Consulting and Accounting company Tax Pay Rescue, LLC was established in 2013. In Brooklyn, New York, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Carlsbad, CA
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CAETERIS PARIBUS is an Accounting and Financial Advising & Planning company. Their small team is based in Carlsbad, California. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Bowie, MD
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Based in Bowie, Maryland, Wsc Associates is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Vienna, VA
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KiLyn Corporation is an Accounting company based in Vienna, Virginia. Established in 2011, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Odessa, TX
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ADEPSON ENTERPRISE LLC is a Business Consulting company. They are in Odessa, Texas and have small team. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Jacksonville, FL
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Established in 2020, Tax Grace Business Solutions LLC is an Accounting and Financial Advising & Planning company. The small team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Southfield, MI
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Located in Southfield, Michigan, Global CFO Accounting Consulting LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Beltsville, MD
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OneSource Consulting, LLC, an ERP consulting and SI company, was established in 2002. They specializes in ERP consulting and SI and IT managed services.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Hannah Financial LLC is an Accounting company. Based in Cleveland, Ohio, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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CKYFS Inc. Is an Accounting company. They are based in San Diego, California and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Hiram, GA
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Founded in 2019, The Burrellz Enterprise LLC is an Accounting company. Their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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Encalarde Accounting & Bookkeeping, LLC, a small Accounting company, is in New Orleans, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49South Holland, IL
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Keystone Advisors LLC, an Accounting company, is in South Holland, Illinois. The team specializes in Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Maplewood, NJ
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Nill Tech & Finance is a small Maplewood, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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MC Bookkeeping & Tax Service Inc. Is an Accounting company. The Chicago, Illinois-based company offers Accounting.
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UndisclosedUndisclosed2 - 9Bowie, MD
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BHL Consortium, LLC is an IT managed services company headquartered in Bowie, Maryland. They offer IT managed services and Business Consulting.
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UndisclosedUndisclosed2 - 9Manassas, VA
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Located in Manassas, Virginia, Star Light Consulting, LLC is a small Accounting company. Their services include Accounting.
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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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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 -
$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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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.