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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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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See all 1 projectsProviding all type of business solution services, such as Tax services, administrative consultancies and studies to public departments and companies, administrative performance analysis, procedural
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UndisclosedUndisclosed2 - 9Brandon, FL
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See all 1 projectsMost business owners don’t need another balance sheet—they need clear, real-time financial insights that actually help them make decisions. That’s where we come in. We help you fit that. We
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$1,000+< $25 / hr250 - 999
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See all 1 projectsWHAT WE DO: Cordatus Resource Group helps mid-market companies scale operations, reduce costs, and overcome labor shortages by providing customized Business Process Outsourcing (BPO) and automation
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UndisclosedUndisclosed2 - 9
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See all 1 projectsIota Finance is a forward-thinking financial services firm built for the modern business landscape. We specialize in seamlessly integrated financial operations, offering bespoke solutions in
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Undisclosed$300+ / hr2 - 9Federal Way, WA
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See all 1 projectsAt MSB Accounting Solutions, we believe in building strong, collaborative relationships with our clients. We take the time to understand their unique needs, goals, and challenges, allowing us to
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UndisclosedUndisclosed10 - 49
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See all 1 projectsADD-ON Taxation & Accounting is a leading tax consultancy and business setup firm based in Dubai, UAE. We specialize in delivering comprehensive financial, accounting, and tax solutions tailored
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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See all 1 projectsWe're IRS-approved Certifying Acceptance Agents (CAA). Our team has completed IRS training and is authorized to help non-U.S. citizens without Social Security Number (SSN) get
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$1,000+$25 - $49 / hr50 - 249Chennai, India
Services provided
See all 4 projectsAdrotack Global service Pvt Ltd specializes in accounting services, including bookkeeping, financial reporting, and tax preparation, with a strong emphasis on automation and process standardization. Reviews highlight the company's effective communication, timely project delivery, and valuable business advice, reflecting a customer-centric approach and a commitment to reducing costs and errors. Clients appreciate their role in developing business strategies and view them as integral partners in achieving financial stability.
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UndisclosedUndisclosed50 - 249
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See all 3 projectsECOMKINETIC offers services including Wholesale FBA, Amazon automation, and product audits for e-commerce businesses. Reviews highlight their expertise in increasing sales, efficient project management, and good value for cost. Clients commend ECOMKINETIC for their professionalism, responsiveness, and delivering measurable outcomes, making them a recommended choice for scaling Amazon businesses and enhancing e-commerce operations.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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See all 1 projectsWe are a full-service Accounting firm licensed in NC. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
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$1,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
Services provided
See all 1 projectsProtax Business Consultants offers services including VAT compliance, corporate tax advisory, monthly accounting, financial statement preparation, and bookkeeping. Client feedback highlights their timely reporting, effective communication, and the quality of their accounting work. The reviews indicate a strong alignment with client values and budget considerations, making them a reliable choice for accounting services.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsProact CFO offers services including bookkeeping, payroll setup, and financial consulting tailored to non-profits. Reviews highlight their expertise, responsiveness, and ability to align with clients' values and objectives. Clients appreciate their efficient project execution and the depth of their financial knowledge.
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UndisclosedUndisclosed250 - 999
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See all 1 projectsCrownFX offers online trading services, particularly in cryptocurrency investment. Reviews highlight the company's fast and efficient service, with customers noting the instant transfer of funds as a key outcome. Clients appreciate the affordable pricing and prompt delivery, indicating satisfaction with CrownFX's project management and communication through emails and messaging apps.
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Undisclosed< $25 / hr10 - 49
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See all 1 projectsdxfsfb offers comprehensive financial services including bookkeeping, tax preparation, and financial consulting. The company has received positive feedback for its proactive communication, professionalism, and holistic approach to financial management. Clients have experienced significant improvements in cost efficiency, tax savings, and payroll processing. An area for improvement is the enhancement of their online client portal for better user experience.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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See all 1 projectsWe’re all about making your financial management seamless. Whether you’re looking for detailed assistance with your personal or business tax preparation, seeking the right payroll
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Undisclosed< $25 / hr2 - 9Islamabad, Pakistan
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See all 1 projectsEmpowering you with Taxation Knowledge and Services in Pakistan.
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$50,000+$100 - $149 / hr2 - 9Monterrey, Mexico
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See all 1 projectsAdquiere specializes in facilitating business sales, offering services such as valuation and guidance throughout the selling process. The reviews highlight their professionalism, alignment with client values, and ability to instill confidence in both sellers and buyers, resulting in successful transactions. Clients appreciate Adquiere's high standards and effective representation in important business deals.
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$100,000+$25 - $49 / hr2 - 9Kolkata, India
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See all 1 projectsDebtkart - Kolkata's Trusted Debt Resolution Partner Struggling with debt? Debtkart is here to help! Based in Kolkata, we specialize in debt settlement, negotiation, and financial planning to give
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$1,000+$150 - $199 / hr10 - 49Boston, MA
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The Gagnon Group is an Accounting company. Located in Boston, Massachusetts and , the agency was founded in 2001. Their team offers Accounting.
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$1,000+$150 - $199 / hr2 - 9Elmwood Park, IL
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JS Accounting is an Accounting company. Based in Elmwood Park, Illinois and Elmwood Park, Illinois, their small team specializes in Accounting. The firm was founded in 2002.
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$1,000+$150 - $199 / hr2 - 9Boston, MA
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Clark & Associates is an Accounting company. Founded in 1992, the team focuses on Accounting. The agency is located in Boston, Massachusetts and Los Angeles, California.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
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Accounting Tree is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
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Launched in 1998, Carlsen Financial is a small Los Angeles, California-based Accounting company. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr2 - 9Los Angeles, CA
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Entous, Neymark & Lisi, an Accounting company, is headquartered in Los Angeles, California. The team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Jericho, NY
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Rogers & Company is an Accounting company. They offer Accounting and are located in Jericho, New York.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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BackOffice is a small Accounting company headquartered in New York, New York. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Monticello, NY
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Knack, Pavloff and Company is a small Monticello, New York-based Accounting company. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Westbury, NY
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Small Accounting company Weinstein & Wohlafka, is headquartered in Westbury, New York. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Great Neck, NY
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Launched in 1930, L.H. Rosoff & Company is a small Accounting company headquartered in Great Neck, New York. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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Steinberg, Steckler & Picciurro is an Accounting company founded in 1950. The agency specializes in Accounting, and is small.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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Bogdan & Frasco is an Accounting company. Established in 1995, their team specializes in Accounting.
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$5,000+$200 - $300 / hr2 - 9Riverside, CA
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MG Business Services, an Accounting company, provides Accounting. The agency is based in Riverside, California.
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$5,000+$150 - $199 / hr2 - 9
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Virtual CFO Group is a Finance & Accounting Outsourcing (FAO) company established in 2016. The small team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hrFreelancer
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SEOKlicks is a small SEO company headquartered in. Their services include Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Istanbul, Türkiye
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Established in 2014, Bordrox is an Accounting company. Located in Istanbul, Türkiye, the team provides Accounting and HR Consulting.
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$1,000+< $25 / hr10 - 49New Delhi, India
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Established in 2018, Cloudlity Softwares Pvt Ltd is an Accounting company. The team offers Accounting and Web Design.
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$1,000+< $25 / hr10 - 49New York, NY
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My Presentation Designer is an Advertising company. The New York, New York-based team provides Advertising and Branding.
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$1,000+Undisclosed10 - 49Surat, India
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Storetopper - Digital Marketing Company (SEO, ASO, SMO) Services is a small Surat, India-based Accounting company. Their services include Accounting and Advertising.
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UndisclosedUndisclosed2 - 9Sylhet, Bangladesh
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BPOSYL Limited is an Accounting company. Their team is headquartered in Sylhet, Bangladesh. The agency focuses on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Schroeder Consulting Services, LLC is an Accounting company established in 2017. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Dollard-des-Ormeaux, Canada
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Based in Dollard-des-Ormeaux, Canada, ER Accounting Services is an Accounting company. Founded in 2005, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brossard, Canada
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TJ Tax, an Accounting company, was established in 1992. The firm provides Accounting and Business Consulting, and is small.
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Undisclosed$50 - $99 / hr2 - 9Cranford, NJ
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CGMV Tax & Accounting, an Accounting company, offer Accounting and Business Consulting. They were launched in 2018.
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UndisclosedUndisclosed2 - 9Murray, UT
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Ferrone & Associates CPAs is a small Accounting company headquartered in Murray, Utah. The team focuses on Accounting and Business Consulting.
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Undisclosed< $25 / hr10 - 49Dubai, United Arab Emirates
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Based in Dubai, United Arab Emirates and Manjeri, India, Sahal Accounting Services is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Abacus Bookkeeping, LLC is an Accounting company. The Clermont, Florida-based team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$50,000+Undisclosed2 - 9Irvine, CA
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American Time and Labor Company is a small Accounting company headquartered in Irvine, California and Oceanside, California. The team focuses on Accounting and PEO/Employee Leasing.
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$1,000+$100 - $149 / hr2 - 9أبو ظبي, United Arab Emirates
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Level Accounts Auditing LLC is a small Accounting company established in 2017. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Headquartered in Raleigh, North Carolina, Julie Moreno Bookkeeping & Payroll is a small Accounting company. The team specializes in Accounting.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Tavat Consultancy LLP is a small Ahmedabad, India-based Accounting company. Their services include Accounting and Email Marketing.
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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 -
$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 -
$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
34.1/40.016.8/20 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 -
$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 -
$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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, 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
32.3/40.016.6/20 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
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.