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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UndisclosedUndisclosed2 - 9Ho Chi Minh City, Vietnam
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Cleer is an Accounting company. They are in Ho Chi Minh City, Vietnam and have small team of experts. Their services include Accounting and Business Consulting.
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$1,000+$200 - $300 / hr2 - 9Mulgrave, Australia
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Established in 2002, Business Solutions International is a Business Consulting and Accounting company. The small team provides Business Consulting and Accounting.
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$1,000+$50 - $99 / hr10 - 49Dhaka, Bangladesh
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SMARTFEL is an Accounting company. They are located in Dhaka, Bangladesh and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Mary, FL
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AGA Advisors is an Accounting company. They provide Accounting and Financial Advising & Planning and are based in Lake Mary, Florida.
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$1,000+$50 - $99 / hr2 - 9Kyiv, Ukraine
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Anstrum Law Firm is a Business Consulting company. They were launched in 2018, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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TMA Accounting + Payroll is an Accounting company. The Indianapolis, Indiana-based firm was established in 2000. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Knoll Tax Service LLC is an Accounting company. The Minneapolis, Minnesota-based team specializes in Accounting.
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$1,000+< $25 / hr2 - 9
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Krushna Accounting is an Accounting company established in 2015. In Bromley, England, the team specializes in Accounting.
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$10,000+$25 - $49 / hr2 - 9New Delhi, India
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Indian Taxation and Accounts Consultancy is a Tax Law company. Established in 2007, the team offers Tax Law and Accounting. The agency is in New Delhi, India and New Delhi, India.
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$1,000+UndisclosedFreelancerToronto, Canada
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Vlad Alyokhin, CPA, Professional Corporation is an Accounting company. Their small team of employees is in Toronto, Canada. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rockhampton, Australia
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Condon Financial is a small Rockhampton, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Trood Pratt is an Accounting company. They are located in Sydney, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Evesham, NJ
Services provided
GG CPA services is a small Accounting company. They provide Accounting and were established in 2016.
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UndisclosedUndisclosed10 - 49Fredericksburg, TX
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Marc A Jacobi & Associates is a small Accounting company. They specialize in Accounting and Business Consulting and were launched in 2000.
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$1,000+$50 - $99 / hr2 - 9Union, NJ
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Accounting company KelliWorks Accounting Firm is based in Union, New Jersey. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9San Rafael, CA
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Axis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting.
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$1,000+Undisclosed10 - 49San Francisco, CA
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A Simple Office Solution, Inc. Is a small San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
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E HUNT CPA is a small Los Angeles, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Fitzroy North, Australia
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Kostov Chartered Accountants, an Accounting company, was launched in 2016. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Established in 2008, FAILSAFE CPA, a small Accounting company, is in San Diego, California. Their services include Accounting.
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UndisclosedUndisclosedFreelancerFitchburg, WI
Services provided
IBC Bookkeeping Solutions, LLC, an Accounting company, was established in 2010. Based in Fitchburg, Wisconsin, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Columbus, GA
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Small Accounting company MCW Tax & Business Services, is located in Columbus, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jesup, GA
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Kimberly Anderson Rozier, CPA, PC, an Accounting company, was launched in 2005. Based in Jesup, Georgia, the team specializes in Accounting and Business Consulting.
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$1,000+$100 - $149 / hr2 - 9Bald Hills, Australia
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Outclass Accountants is an Accounting company. Based in Bald Hills, Australia and Underwood, Australia, the agency was launched in 2017. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peachtree Corners, GA
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Established in 2008, Cyril and Associates Accounting is an Accounting company. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Albany, NY
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Accounting company Elite Business Solutions is headquartered in Albany, New York. Launched in 2009, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Georgetown, DE
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VANCO Financial Group is a small Georgetown, Delaware-based Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Christiana, DE
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In Christiana, Delaware, Office Service Solutions is an Accounting company. Founded in 2015, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Northfield, NH
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The Edwards CPA Group, P.C., an Accounting company, is based in Northfield, New Hampshire. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Button & Button CPAs PLLC, an Accounting company, was established in 2002. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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MC Accounting is a small Paterson, New Jersey-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Accounting company Accounting and Tax Slashers Guru, Inc is based in West Palm Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lansing, MI
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Smart Business Solutions LLC is an Accounting company. Headquartered in Lansing, Michigan, their team specializes in Accounting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Sugar Hill, GA
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Located in Sugar Hill, Georgia, Centsible Accounting Services, LLC is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dacula, GA
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Poe's Accounting Services, LLC is an Accounting company. They are headquartered in Dacula, Georgia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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IMAccounting is a San Diego, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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BANKERS HILL ADVISORS is an Accounting company. The team is located in San Diego, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Perth Amboy, NJ
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Bose Tax & Accounting LLC is an Accounting company. Their team is in Perth Amboy, New Jersey and provides Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Established in 2006, White Bookkeeping and Business Management is an Accounting company. The company specializes in Accounting.
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$5,000+< $25 / hr2 - 9Ghaziabad, India
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Glint Talent Services, a HR Consulting company, is in Ghaziabad, India and. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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Small Accounting company CPA Corporate Services, is located in Barcelona, Spain. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Provo, UT
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Copper Coin Financial, PC is an Accounting company. They are based in Provo, Utah, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Tegucigalpa, Honduras
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JUAREZGROUP is a small Tegucigalpa, Honduras-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Bay Street Accounting and Tax Services is a small Accounting company located in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tallahassee, FL
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Grimsley & Company CPAs is a small Tallahassee, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yankton, SD
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Launched in 2013, Pearson Tax & Accounting Solutions, LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerAllen, TX
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Located in Allen, Texas, Xact Numbers is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Based in Toronto, Canada, ZHS Chartered Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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MY Partners LLP is a small Accounting company in Toronto, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Tarlson & Associates is an Accounting company. Founded in 1986, their team provides Accounting and Business Consulting.
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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.