Top Financial Services Firms
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Featured
What are Featured Providers?
$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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$5,000+$50 - $99 / hr2 - 9
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See all 1 projectsCoin Masters specializes in accounting services, offering expert bookkeeping, financial reporting, and tax preparation. With a 99% accuracy rate and a 30% reduction in overdue receivables, they consistently deliver timely financial reports. Clients praise their personalized approach and professionalism, although improvements in communication efficiency and detailed financial insights are suggested.
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$1,000+$300+ / hr2 - 9Chennai, India
Services provided
See all 3 projectsR S N & Associates is an accounting firm specializing in tax preparation, financial advisory, and legal consultation. Clients praise their integrity, sound knowledge, and ability to handle complex financial situations, with 100% positive feedback on their expertise and personalized service. Despite higher costs, their thoroughness and reliable communication are highlighted as invaluable assets.
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$1,000+< $25 / hr10 - 49Truckee, CA
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See all 3 projectsTeamswell is a staffing and recruitment company known for providing high-quality development and talent acquisition solutions. They excel in integrating skilled developers into client teams, enhancing both project efficiency and product quality. The reviews show consistent satisfaction, with 100% of clients highlighting their responsiveness and cultural alignment, and 66% noting rapid candidate sourcing.
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$10,000+< $25 / hr2 - 9Pune, India
Services provided
See all 2 projectsRight Path Global Services is an accounting services firm that excels in bookkeeping, tax preparation, and financial statement preparation. Reviews indicate 100% positive feedback, highlighting their ability to improve financial accuracy by 30% and reduce expenses by 15%. Clients appreciate their industry-specific expertise and proactive communication, enhancing financial confidence and decision-making.
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Undisclosed< $25 / hr2 - 9
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See all 2 projectsMalik Accounting & Bookkeeping Global Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, and tax preparation. They are praised for high-quality service and effective communication, with 100% positive feedback highlighting their ability to manage complex financial functions without the need for internal finance staff. They could improve by developing a mobile app for better accessibility.
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$1,000+$25 - $49 / hr10 - 49Brighton, England
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See all 2 projectsAcenteus CCA is an accounting services firm specializing in bookkeeping, financial statement preparation, and tax filing. Reviews indicate a 100% positive feedback rate, highlighting their efficient project management, timely delivery, and transparent communication. Clients appreciate their approachable team and cost-effective solutions, with no significant areas for improvement noted.
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$5,000+< $25 / hr10 - 49Addis Ababa, Ethiopia
Services provided
See all 1 projectsZare Innovations, LLC is a talent acquisition company specializing in providing pre-screened and skilled developers for SMBs. The reviews highlight a 100% positive feedback rate, emphasizing their competitive pricing, responsiveness, and the high quality of developers. Clients appreciate their excellent cultural alignment and consistent delivery on project timelines.
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Undisclosed< $25 / hr2 - 9Lahore, Pakistan
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See all 1 projectsNEK Services is an accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. With 100% positive feedback, clients commend their timely delivery, expert financial insights, and adept use of tools like QuickBooks. Their tech-savvy team has been pivotal in ensuring seamless tax filing and accurate financial statement preparation.
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Undisclosed$25 - $49 / hrFreelancer
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See all 1 projectsClarity Accounts & Bookkeeping specializes in providing comprehensive accounting services, including bookkeeping, financial reporting, and financial analysis. According to client feedback, all responses were positive, highlighting Leigh's reliability, strategic insight, and the creation of custom tools. Most clients appreciate her ability to deliver on time and provide valuable financial dashboards, enhancing decision-making processes.
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Undisclosed$150 - $199 / hrFreelancer
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See all 1 projectsWorry Free CPA offers specialized Accounting Services, including Bookkeeping and Financial Reporting, with a strong emphasis on accurate forecasting and financial management. Clients consistently praise their efficiency, detail orientation, and clear communication. With 100% positive feedback, Worry Free CPA is recognized for delivering timely, insightful financial dashboards and fostering sound financial practices, making them a reliable choice for businesses seeking comprehensive financial advisory services.
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$5,000+< $25 / hr50 - 249Lucknow, India
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See all 10 projectsShared Consulting, LLC is a professional accounting services provider specializing in bookkeeping, tax preparation, financial reporting, and financial analysis. Consistently praised for their responsiveness and competence, 100% of reviewers commend their timely and accurate financial management. Many clients appreciate their tailored services and expertise in transitioning and organizing financial processes, which align with client-specific industry standards.
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$1,000+< $25 / hr2 - 9Milton, Canada
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See all 1 projectsFinHarvest is a professional accounting services firm, offering expertise in bookkeeping, tax preparation, and financial reporting. Reviews indicate that 100% of clients appreciate their efficiency, with notable achievements such as a 30% reduction in payroll processing time and a 40% decrease in compliance errors. Clients commend their proactive communication and seamless financial support.
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$1,000+$50 - $99 / hr2 - 9
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See all 1 projectsFirst Valley Accounting CPA specializes in comprehensive accounting services, including bookkeeping, financial reporting, and tax preparation. Clients consistently highlight their meticulous attention to detail and exceptional project management, with 100% of reviews noting improved financial transparency and regulatory compliance. Their commitment to quality and timely delivery makes them a reliable partner for bookkeeping and financial advisory needs.
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Undisclosed< $25 / hr50 - 249Kolkata, India
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See all 7 projectsMyTasker is a virtual assistance and administrative support company that offers a range of services including market research, administrative support, and SEO services. Approximately 80% of the reviews highlight their reliability, efficiency, and professional communication. Clients appreciate their ability to manage tasks effectively, with a few suggesting increased proactivity could enhance their service. While most feedback is positive, one client expressed dissatisfaction with billing and communication issues.
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Undisclosed< $25 / hr10 - 49Colombo, Sri Lanka
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See all 11 projectsFormix is a reputable HR and recruitment company, particularly renowned for providing reliable remote tech talent. According to reviews, 100% of feedback is positive, highlighting their efficiency in reducing recruitment time by 25% and improving project delivery speed by over 30%. Clients commend their exceptional communication and quick response times, noting no areas for improvement.
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Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
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See all 2 projectsSage Finance is an accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and payroll management. They received positive feedback for their efficient and accurate financial operations, with 100% of reviewers praising their timely tax compliance and financial insights. Clients appreciate their exceptional support, seamless communication, and ability to optimize tax strategies, enabling businesses to focus on growth.
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$1,000+$25 - $49 / hr2 - 9
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See all 1 projectsFinbase is a financial consulting company that specializes in implementing management accounting systems, providing financial dashboards, and setting up reporting and budgeting processes. With positive feedback from 100% of reviewers, notable themes include their strong project management, timely delivery, and tailored solutions. However, there's a suggestion for improving documentation early in the process.
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$1,000+$200 - $300 / hr2 - 9
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See all 1 projectsKoufos CPA PLLC specializes in Accounting Services, including Tax Preparation and Financial Advisory. Their clients commend them for effective tax savings and timely project management, with 100% positive feedback emphasizing their helpful communication and efficient delivery.
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$1,000+$50 - $99 / hr10 - 49Mamaroneck, NY
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See all 1 projectsAccount Prism is a professional accounting services firm specializing in financial analysis, management reporting, and revenue cycle management. With a team of 20, they effectively addressed financial challenges faced by clients, leading to improved performance and sustainable growth. Their services are praised for professionalism and responsiveness, with 100% positive feedback highlighting their strategic insights and actionable recommendations.
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$1,000+< $25 / hr10 - 49Cebu City, Philippines
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See all 1 projectsNumi Global Inc. is a marketing company specializing in marketplace listing optimization and audience development. Client feedback indicates a high level of satisfaction, with 100% praising their expertise and cost-effectiveness. While there was a minor suggestion for improved communication on rate changes, Numi's exceptional service significantly enhanced brand performance and customer engagement.
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$1,000+$100 - $149 / hr2 - 9Aglantzia, Cyprus
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See all 2 projectsAMS & Partners is a strategy consulting firm specializing in business development. The company is praised for its personal approach and effectiveness, with a 10% increase in clientele reported by a reviewer. All reviewers highlighted the team's promptness and hands-on management, with 100% expressing satisfaction and no suggested areas for improvement.
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UndisclosedUndisclosed2 - 9
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See all 2 projectsPonivan, LLC is an accounting services firm specializing in bookkeeping, tax preparation, financial analysis, and business auditing. With 100% positive feedback, reviewers commend their expertise in financial statement preparation and tax filing, highlighting their exceptional communication and comprehensive understanding of financial needs. The firm is noted for efficiently handling complex financial requirements, ensuring accuracy, and providing valuable strategic insights.
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UndisclosedUndisclosed10 - 49Cankaya, Türkiye
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See all 1 projectsMonetics Accounting&Payroll Services is an accounting firm specializing in payroll and HR consulting. Reviewers highlight the company's exceptional responsiveness and timely delivery, with 100% positive feedback regarding client satisfaction and communication. Their services align well with client budgets and company values, making them a reliable choice for payroll needs in compliance with local laws.
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Undisclosed$25 - $49 / hr2 - 9Indianapolis, IN
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See all 1 projects317 Bookkeeping is a specialized accounting services firm offering bookkeeping and financial advisory expertise. Reviewers consistently praise their prompt and meticulous service, with 100% positive feedback highlighting their organizational skills and advisory capabilities. Clients, such as a President of an electrical contractor company, emphasize the firm's exceptional performance in managing comprehensive bookkeeping tasks.
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$1,000+Undisclosed10 - 49
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See all 1 projectsT-Ledgers Accounting Inc. is an accounting services firm specializing in bookkeeping, tax preparation, and financial statement preparation. With 100% positive feedback, clients praise their impressive turnaround time, value for cost, and strong knowledge of tax law, as evidenced by their efficient resolution of complex tax issues and outstanding project management.
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$1,000+$100 - $149 / hr2 - 9Dubai, United Arab Emirates
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See all 1 projectsOttor Accounting & Bookkeeping CO. L.L.C is a firm specializing in Accounting Services, including Tax Preparation, Financial Reporting, and Financial Statement Preparation. Clients commend their punctuality and organization, with 100% of reviews noting satisfaction with their timely delivery and effective communication. The company successfully addresses complex accounting needs, such as VAT issue resolution and system migration, showcasing their expertise and value.
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$1,000+$200 - $300 / hr2 - 9Windsor, CO
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See all 1 projectsCultivate CPA PC is an accounting services firm specializing in tax preparation and financial advisory. Reviews highlight their effective communication and work ethic, with clients experiencing reduced tax liability and business growth. A satisfied client noted their responsiveness and compliance expertise, with no areas for improvement mentioned. Overall, feedback is overwhelmingly positive.
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$1,000+< $25 / hr10 - 49new york, NY
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See all 1 projectsBestCFO is a financial advisory firm specializing in CFO services, including financial reporting, forecasting, and budget management. The company is consistently praised for being helpful and knowledgeable, with 100% of reviewers commending their cooperative project management and timely delivery. Clients report significant improvements, such as a 20% increase in cash flow stability.
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Undisclosed< $25 / hr2 - 9Ahmedabad, India
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See all 1 projectsMetic Accounting is a comprehensive accounting services firm providing financial reporting, tax filings, and financial advisory. Reviewers highlight their efficient compliance management and effective communication, with 100% positive feedback emphasizing good support and ease of communication. They also offer competitive pricing, making them an attractive choice for businesses seeking cost-effective financial solutions.
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UndisclosedUndisclosed250 - 999Gurugram, India
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See all 1 projectsFelix Advisory Private Limited is a financial advisory firm specializing in direct and indirect tax advisory, business consulting, and financial analysis. Reviews highlight their expertise in GST, mergers, and acquisitions, with 100% positive feedback on their timeliness, flexibility, and proactive communication. Their young yet experienced team is praised for delivering results efficiently and maintaining strong client relationships.
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$1,000+$150 - $199 / hr2 - 9Pretoria, South Africa
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See all 1 projectsFinancial Advisor - Marcel Wasserman is a financial planning company offering investment advice and insurance portfolio management. Out of the reviews, 100% mention satisfaction with their professionalism and time-consciousness, while 50% suggest improvement in attentiveness to client needs. Their services are generally well-regarded, with consistent positive feedback on project management and personal attention.
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$1,000+< $25 / hr1,000 - 9,999Atlanta, GA
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See all 19 projectsGlobal Payments is a versatile company specializing in payment processing and back office services. Reviews indicate that 100% of clients appreciate their ability to save time and money, with savings ranging from $1,500 to $50,000 monthly. Strengths include experience and versatility, though 37.5% note pricing improvements are needed. Overall, Global Payments is commended for their efficiency and quality service.
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$1,000+< $25 / hr50 - 249Rutherford, NJ
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See all 1 projectsRemote Resource LLC is a digital marketing agency focusing on enhancing online presence and brand awareness through targeted social media campaigns. They have received exclusively positive feedback, with clients praising their effective project management, timely delivery, and quick response to inquiries, resulting in increased sales, traffic, and customer engagement.
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Undisclosed< $25 / hr10 - 49
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See all 1 projectsThe Wise CPAS is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The firm is lauded for its excellent communication skills and timely delivery, with 100% of reviewers recommending their services. Clients praise the dedication and expertise of their team, noting the firm's strong commitment to client engagement.
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$5,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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See all 1 projectsCleritBiz is a consulting firm specializing in business setup services in the UAE. The reviews highlight their affordability and effective project management, with a focus on timely delivery and personalized support. Most reviewers appreciate their consulting support, indicating a high satisfaction rate with no significant areas for improvement noted.
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$1,000+$50 - $99 / hr10 - 49Noida, India
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See all 2 projectsUSP House offers services in Management Accounting and ERP software implementation, focusing on improving operational efficiency. The overall feedback highlights their high level of professionalism, unique culture, and effective project management. Clients particularly commend the direct involvement of the founder and flexible pricing structure.
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UndisclosedUndisclosed1,000 - 9,999Marietta, GA
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See all 5 projectsQuatrroBSS is a back-office service provider specializing in streamlining operations such as payroll, billing, and data processing. Based on reviews, 100% of clients commend their efficiency and cost-effectiveness, with significant time savings reported. Clients consistently praise QuatrroBSS for their reliability and customer service, although a minor area for improvement noted is customer response time.
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$1,000+< $25 / hr50 - 249पिंपरी चिंचवड, India
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See all 2 projectsXCELERATE BUSINESS ADVISORY LLP is an accounting services firm specializing in financial reporting, bookkeeping, and financial analysis. The firm has received highly positive reviews, with 100% of reviewers highlighting their expertise in financial statement preparation and strategic financial advisory. Clients commend the team's professionalism and efficiency, noting their ability to simplify complex financial concepts and deliver investor-ready materials promptly.
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UndisclosedUndisclosed50 - 249
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See all 1 projectsThe Wow Company is an accounting services firm offering comprehensive solutions, including tax preparation, bookkeeping, and financial advisory. With 100% positive feedback, clients commend their deep understanding of agency operations and flexible problem-solving. Despite minor reactivity concerns, clients appreciate their personalized service and effective support during challenging periods such as the pandemic.
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Undisclosed$100 - $149 / hr2 - 9
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See all 1 projectsW. Gomez CPA, LLC is a dedicated provider of accounting services, including bookkeeping, tax preparation, and CPA services. The firm is lauded for its availability, effective communication, and personalized service, with 100% of reviewers highlighting the firm's timely responses and financial guidance. Clients appreciate the firm's willingness to tackle complex financial challenges with diligence and confidence.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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See all 1 projectsSafe Choice Consultancy is a business consultancy firm specializing in integrating technology solutions to enhance operational efficiency and client growth. Reviews indicate a 100% positive feedback rate, highlighting their effective project management, timely delivery, and exceptional understanding of business strategy and technology. Clients appreciate their responsiveness and attention to detail, although some suggest improved early-stage communication and more detailed post-project analysis.
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$1,000+< $25 / hr2 - 9
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See all 1 projectsRAISING VENTURES ZAMBIA LIMITED is an accounting services firm specializing in accounting, tax filing, and financial advisory. Their reviews highlight consistent flexibility and timely delivery, with 100% of clients noting their reliability and problem-solving capabilities. The firm's work primarily revolves around assisting startups and adapting to clients' specific needs efficiently.
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$1,000+< $25 / hr10 - 49دبي, United Arab Emirates
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See all 1 projectsFNH Accounting & Bookkeeping LLC is a comprehensive accounting services firm offering expertise in bookkeeping, tax preparation, financial reporting, and IT consulting. Their reviews highlight prompt response times and accurate financial services, with 100% positive feedback noting their adept legal consulting on taxation and affordability. Their commitment to client needs and continuous improvement is also highly praised.
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$1,000+$25 - $49 / hr10 - 49Mira Bhayandar, India
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See all 1 projectsKD Practice Consulting Private Limited is an accounting services firm specializing in internal auditing, financial control mapping, and processes mapping. With overwhelmingly positive feedback, 100% of reviewers commend their proactive approach and punctual delivery. The company is noted for its eagerness and efficiency, making it a recommended choice for businesses seeking comprehensive internal audit support.
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UndisclosedUndisclosed2 - 9Louisville, KY
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See all 1 projectsADP is a comprehensive HR management service provider offering payroll, employee documentation, recruitment, talent management, and benefits administration solutions. With an overwhelmingly positive client response, their platform is praised for cutting recruitment time by 40% and serving as an all-in-one HR solution, though slight improvements in customization are suggested.
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$1,000+< $25 / hr2 - 9Kolkata, India
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See all 3 projectsTeckValley is a digital marketing company specializing in services like SEO, PPC, and overall online brand enhancement. Customer feedback indicates a mixed experience; 50% of reviews highlight issues in project management and communication, while others appreciate their quality work and cost-effectiveness. Improvement areas include better communication and understanding client needs.
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UndisclosedUndisclosed10 - 49Amanzimtoti, South Africa
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See all 1 projectsCBO Accounting and Tax is an accounting services firm specializing in payroll, tax preparation, and financial statement preparation. Reviews highlight their effectiveness, with 100% of feedback noting timely delivery and successful project completion. Clients appreciate their effective management, although some suggest improvements in providing financial advisory services.
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UndisclosedUndisclosed10 - 49Reykjavík, Iceland
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See all 1 projectsVirtus is a refurbishment and construction company specializing in high-quality finishes for listed buildings. They are highly rated for efficient project management and effective problem-solving, with 100% of reviewers noting their collaborative approach and satisfactory outcomes. Clients appreciate their alignment with project values and budget considerations.
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UndisclosedUndisclosed10 - 49Bolton, England
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See all 1 projectsGorilla Accounting is an accounting services company specializing in bookkeeping and tax preparation. According to the reviews, 100% of clients praised their timely financial reporting and the personalized touch they offer in ad-hoc support. All reviewers reported satisfaction with their prompt communication and professionalism, with no suggested areas for improvement.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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See all 1 projectsQNA Auditing and Accounting is an accounting services firm providing comprehensive solutions including bookkeeping, financial reporting, and tax preparation. Their reviews highlight a 95% client retention rate and 80% of new clients through referrals, indicating strong client satisfaction. The firm is praised for proactive advisory, timely delivery, and deep understanding of UAE's regulatory landscape.
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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.