Top Financial Services Firms
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Featured
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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 - 9Karachi, Pakistan
Services provided
Maanu Venture is an Accounting company. Their small team is located in Karachi, Pakistan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spring, TX
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Re-Vision Management Consulting, LLC is a Business Consulting company. Based in Spring, Texas, the firm focuses on Business Consulting and other IT consulting and SI.
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UndisclosedUndisclosed250 - 999Stockton, CA
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Launched in 2011, SNS Professional is an Accounting company. The company focuses on Accounting, and is midsize.
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$10,000+$100 - $149 / hr10 - 49Ho Chi Minh, Vietnam
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Hash Consulting Group is a Singapore, Singapore-based Accounting company. They specialize in Accounting and Custom Software Development.
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$1,000+$25 - $49 / hr2 - 9Thuringowa Central, Australia
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Cocomo Advisory is an Accounting company. They were founded in 2014, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr50 - 249Taguig, Philippines
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Midsize Accounting company Piccopay, is located in Taguig, Philippines. Their services include Accounting and Cybersecurity.
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$1,000+< $25 / hr2 - 9Delhi, India
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TaxSahib is a small Delhi, India-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hr10 - 49Arcadia, CA
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Syntegric Advisors is an Accounting company. Located in Arcadia, California and San Bernardino, California, their team offers Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Bengaluru, India
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YCRJ & Associates is an Accounting company founded in 1995. The company offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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$10,000+< $25 / hr10 - 49Barranquilla, Colombia
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Connect2BPO is an Accounting company. The Barranquilla, Colombia-based team provides Accounting and Back Office Outsourcing.
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$1,000+$25 - $49 / hr2 - 9Dubai, United Arab Emirates
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Continuum Accounting Services is an Accounting company. The small Dubai, United Arab Emirates-based team provides Accounting. The firm was founded in 2019.
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UndisclosedUndisclosed50 - 249Pasadena, CA
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9Dot Education Solutions is a midsize Pasadena, California-based HR Consulting company. The team provides HR Consulting and Accounting.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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The Bookkeeper DMCC is an Accounting company launched in 2017. The team specializes in Accounting.
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$1,000+$50 - $99 / hr2 - 9Winchester, MA
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Acelumin, a small Business Consulting company, is located in Winchester, Massachusetts. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancer
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In , Robookkeeper is a small Accounting company. The team focuses on Accounting.
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$5,000+$25 - $49 / hr2 - 9Durg, India
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VINOD K AGRAWAL & ASSOCIATES, CA is an Accounting company. They were launched in 1991, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Kuala Lumpur, Malaysia
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Small Staffing company Intalent Consulting Sdn Bhd, is located in Kuala Lumpur, Malaysia. The team offers Staffing and Recruiting.
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$10,000+$100 - $149 / hr2 - 9Lee's Summit, MO
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Watchdog Advisory is an Advertising company. The team is located in Lee's Summit, Missouri, and their services include Advertising and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Kuala Lumpur, Malaysia
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SernYii Management Services PLT is an Accounting and Finance & Accounting Outsourcing (FAO) company. Founded in 2012, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$100,000+< $25 / hr50 - 249Rehmanabad, Pakistan
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PMTAC Private Limited, a Digital Strategy company, is headquartered in Rehmanabad, Pakistan. The team focuses on Digital Strategy and Custom Software Development.
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$25,000+< $25 / hr10 - 49Burke, VA
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My Accounts world, an Accounting company, was founded in 2018. The small team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Greater Noida, India
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Based in Greater Noida, India, xyz agency is an Accounting company. They provide Accounting.
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$250,000+$25 - $49 / hr2 - 9دبي, United Arab Emirates
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Established in 2019, Servcrest DMCC is a Business Consulting company. Their team specializes in Business Consulting and Accounting.
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$1,000+$50 - $99 / hrFreelancerMinneapolis, MN
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Apex Business Partners is a small Accounting company headquartered in Minneapolis, Minnesota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Awerix CPA Professional Corporation is an Accounting company. Their small team is based in Toronto, Canada and Mississauga, Canada. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
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ZBS Business Solutions is an Accounting company founded in 2018. Their team specializes in Accounting and Web Design.
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$1,000+< $25 / hr10 - 49Dhaka, Bangladesh
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Shankar Das & Co., a small Accounting company, is based in Dhaka, Bangladesh and London, England. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$100 - $149 / hr2 - 9Chicago, IL
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Build Accounting, a small Accounting company, is headquartered in Chicago, Illinois. Their services include Accounting.
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$1,000+< $25 / hr10 - 49Kesnand, India
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Founded in 2023, AZIMJI SOFTWARE PRIVATE LIMITED is a web design agency. The team offers Web Design and Custom Software Development.
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$1,000+$50 - $99 / hr2 - 9Sharjah, United Arab Emirates
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Reflechir Consultancy FZE is a small Accounting and Finance & Accounting Outsourcing (FAO) company founded in 2020. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Doha, Qatar
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Augment Outsourcing & Advisory LLC is a Back Office Outsourcing company. The company is headquartered in Doha, Qatar. Their team specializes in Back Office Outsourcing and Accounting.
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$1,000+$25 - $49 / hr2 - 9Dehiwala-Mount Lavinia, Sri Lanka
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Biz-Elevator is an Accounting company launched in 2020. The firm offers Accounting and Back Office Outsourcing, and is small.
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$1,000+< $25 / hr2 - 9Newmarket, Canada
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Moaaz.ca is an Accounting company. The team is based in Newmarket, Canada, and their services include Accounting.
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$1,000+$300+ / hr2 - 9Ahmedabad, India
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Subramanya Law Company is a Business Consulting and Accounting company. They were founded in 2011 and focus on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Tyler, TX
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Mays & Associates, PLLC is an Accounting company in Tyler, Texas and Kilgore, Texas. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2020.
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$1,000+$25 - $49 / hr10 - 49East London, South Africa
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Accounting company Wonga Accountants and Auditors is headquartered in East London, South Africa. They provide Accounting and Financial Advising & Planning and were founded in 2017.
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UndisclosedUndisclosed2 - 9Makati, Philippines
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Based in Makati, Philippines, Baivi Group is a small Accounting company. The team specializes in Accounting.
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$1,000+Undisclosed2 - 9Vadodara, India
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MTC - Book Keeping, an Accounting company, provide Accounting and Financial Advising & Planning. They were founded in 2012.
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$10,000+Undisclosed2 - 9Thane, India
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Rounak Jain & Associates is an Accounting company. Their small team is located in Thane, India and specializes in Accounting and Business Consulting. The company was established in 2016.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Analytix Tax Consultants is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2017.
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$1,000+$200 - $300 / hr2 - 9Henderson, NV
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Corporate Training & Coaching company Lofton Approved was established in 2020. The firm offers Corporate Training & Coaching and Financial Advising & Planning, and is small.
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$1,000+$150 - $199 / hr2 - 9Nur-Sultan, Kazakhstan
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Financial Advising & Planning company Integrity Astana was launched in 2018. The team focuses on Financial Advising & Planning and Commercial Financing and is in Nur-Sultan, Kazakhstan.
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UndisclosedUndisclosed10 - 49Sri Jayawardenepura Kotte, Sri Lanka
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Entegriz - Accounting & Finance is an Accounting and Financial Advising & Planning company established in 2019. The firm provides Accounting and Financial Advising & Planning, and is small.
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$1,000+$50 - $99 / hr2 - 9
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TruAnalyst Solutions LLP is a Tax Law company. They are based in Irving, Texas and have small team. They specialize in Tax Law and Accounting.
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$1,000+< $25 / hr2 - 9Stafford, VA
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Small Accounting company Gerencia Virtual Inc, is based in Stafford, Virginia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pune, India
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Akhil Amit And Associates is an Accounting company. The team specializes in Accounting and Financial Advising & Planning and is headquartered in Pune, India.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Dan Mirgon & Associates is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Business Consulting and are based in Salt Lake City, Utah.
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$1,000+Undisclosed2 - 9Oakville, Canada
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Accounting company MyBookly was established in 2019. The agency specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9Winnipeg, Canada
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GHi Professionals is an Accounting company. Their small team is in Winnipeg, Canada. Their services include Accounting and Business Consulting.
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$1,000+$150 - $199 / hr2 - 9Houston, TX
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Hooker CPA Firm, PLLC, an Accounting company, was established in 2020. The firm focuses on Accounting.
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List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38/40.018.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 / hr250 - 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+< $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+$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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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+< $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+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.