Top Financial Services Firms
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Featured
What are Featured Providers?
$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 - 9
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See all 1 projectsPremium Accounting doo is dedicated to serving small businesses in:• Accounting,• Bookkeeping,• Payroll,• Financial Statements,• Business Registrations,• Work and Residence permits in
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UndisclosedUndisclosed10 - 49
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See all 1 projectsBeginquest Services Pvt Ltd is a trusted business consultant and tax consultancy firm based in Lucknow. We specialize in business registration, GST, tax filing, financial planning, legal compliance,
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Undisclosed$150 - $199 / hr2 - 9
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See all 1 projectsAt Valor Accounting LLC, we help businesses simplify their finances and unlock sustainable growth through expert accounting, tax planning, fractional controller support, and CFO-level leadership. As
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Undisclosed< $25 / hr2 - 9
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See all 1 projectsIFAM | Outsourcing Experts – Achieve More, Spend Less Do what the Fortune 500 companies do—outsource your financial operations and focus on growth, strategy, and value creation. At IFAM, we
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$1,000+< $25 / hr2 - 9
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See all 1 projectsAbout Us: Located in the vibrant city of New Delhi, India, Genesis International Process LLP is a dynamic startup in the Business Process Outsourcing (BPO) industry. Our mission is to empower small
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$1,000+$50 - $99 / hr2 - 9Brooklyn, NY
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See all 1 projectsBook Tech, founded in New York, is a forward-thinking technology-driven company delivering expert, affordable bookkeeping, payroll, clean-up, catch-up accounting, and tax-ready solutions to small
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$25,000+$25 - $49 / hr10 - 49
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See all 1 projectsSGA World delivers accurate, compliant, and client-focused audit, tax, and accounting solutions across the UAE. From startups to established firms, we provide reliable support tailored to your
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UndisclosedUndisclosed10 - 49
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See all 1 projectsConcise Zone is your all-in-one partner for seamless business setup in the UAE. Whether you're looking to establish a company in the mainland, free zone, or offshore, they guide you through
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UndisclosedUndisclosed2 - 9
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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 an ITIN.
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$1,000+$300+ / hr2 - 9Toulouse, France
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See all 1 projectsBespoke wealth advisory for middle-class & affluent clients. We focus on secure, compliant strategies for legacy planning, global diversification & steady growth; preserving your family’s
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UndisclosedUndisclosed2 - 9Howrah, India
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See all 1 projectsChartered Accountant Firm providing professional Services in taxation, finance, accounts, audit & company matters.
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$250,000+Undisclosed2 - 9Laurel, MS
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See all 2 projectsSignalpass offers services such as financial planning, investment research, and risk management strategies. The overall feedback from clients highlights their effective risk management, timely delivery, and personalized guidance. Signalpass is praised for offering good value for cost and achieving strong financial performance metrics.
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$5,000+$100 - $149 / hr10 - 49
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See all 1 projectsMagna Debt specializes in debt relief and consolidation services, offering a seamless and supportive experience for their clients. Overall feedback highlights their proficiency and attentive service, making the debt consolidation process stress-free. Clients appreciate their collaborative approach and thorough communication, emphasizing Magna Debt's commitment to finding tailored financial solutions.
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$1,000+$25 - $49 / hr10 - 49Hollywood, FL
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See all 1 projectsTriumph Solutions offers a broad range of services for business owners, executives, and independent professionals. We are professional and experienced SERVICES FOR INDIVIDUALS You get one-on-one
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$10,000+$100 - $149 / hr2 - 9
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See all 1 projectsBin Sharif Accounting Services offers comprehensive expertise in bookkeeping, audit services, and tax preparation. The reviews consistently highlight the firm's cooperative nature, vast knowledge, and timely delivery of financial reports, indicating a highly satisfied clientele. Clients commend their experienced team for providing excellent value and effective communication through various channels.
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$1,000+< $25 / hr10 - 49Naperville, IL
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See all 1 projectsGT Procurement offers services in e-commerce platform development, email marketing, marketing automation, and SEO. Reviews highlight the company's effective project management, quick turnaround, and impressive communication skills. Clients appreciate their honesty and ability to solve issues, leading to increased website traffic and improved lead generation. Their services are well-priced, offering good value for cost.
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UndisclosedUndisclosed2 - 9Randburg, South Africa
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See all 1 projectsEqeight Accounting provides services such as tax return reviews and tax preparation, with a focus on delivering detailed and professional assistance. Clients commend Eqeight Accounting for their attention to detail, timely delivery, and expert handling of tax-related matters, highlighting their professionalism and effective project management.
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$1,000+< $25 / hr10 - 49Casper, WY
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See all 1 projectsGlobal Tech Billing LLC provides bookkeeping, financial reporting, tax preparation, and CFO services. Clients consistently praise their expert input, effective project management, and commitment to understanding their unique challenges. The company is noted for its efficiency, productivity enhancement, and ability to offer innovative solutions.
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$1,000+Undisclosed2 - 9Langley Township, Canada
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See all 1 projectsGhuman & Associates provides comprehensive services including bookkeeping, tax preparation, and business consulting, particularly excelling in managing complex tax situations. Clients consistently praise their responsiveness, timely delivery, and alignment with company values, highlighting their ability to understand client needs effectively and execute solutions efficiently. Their expertise and professionalism make them a reliable partner for financial services.
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$1,000+< $25 / hr10 - 49Hyderabad, India
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See all 1 projectsFindTax Consultancy Services specializes in transfer pricing and income tax litigations. The reviews highlight the company's expertise, professionalism, and timely delivery, emphasizing a positive experience with their services. Clients appreciate the value for cost and cultural fit, noting their ability to meet objectives efficiently.
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Undisclosed< $25 / hr10 - 49Surat, India
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See all 1 projectsVBS Global Pvt Ltd provides comprehensive accounting services, including bookkeeping and financial reporting, essential for smooth accounting management in import businesses. Clients highlight the firm's prompt communication, in-depth knowledge, and effective project management, praising its ability to address queries efficiently and deliver high-value services tailored to budget constraints.
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Undisclosed$50 - $99 / hr10 - 49
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See all 1 projectsShile Consulting offers services in company incorporation and bank account opening, specifically demonstrated through their successful assistance in establishing a company and opening a bank account in Hong Kong within a month. Reviews highlight their professional team, effective communication, and alignment with client values, with clients expressing satisfaction in the hassle-free process and timely project completion.
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UndisclosedUndisclosed2 - 9Tivat, Montenegro
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See all 1 projectsWe deliver exceptional accounting, tax, and payroll services to empower businesses and individuals with financial accuracy, compliance, and peace of mind.
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$5,000+< $25 / hr50 - 249Dubai, United Arab Emirates
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See all 1 projectsWe are a leading professional services firm with over 40 years of experience. We offer a wide range of services to businesses of all sizes. We are committed to understanding your business and your
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Undisclosed$25 - $49 / hr10 - 49
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See all 1 projectsOcta Accountants offers comprehensive services including Tax Preparation, Bookkeeping, and Financial Advice. The reviews highlight their exceptional professionalism, reliability, and timely delivery, making them a trusted partner for managing financial matters. Clients appreciate the peace of mind and value provided, recommending their services highly.
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$1,000+$100 - $149 / hr2 - 9Naperville, IL
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In Naperville, Illinois, Accounting is a small Accounting company. The team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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Republic Groups, an Accounting company, provide Accounting. They were established in 2010.
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$1,000+< $25 / hr10 - 49
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Buyiva Tech is an Accounting company. Headquartered in Noida, India and Noida, India, the firm was established in 2010. Their team offers Accounting and Advertising.
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$1,000+$25 - $49 / hr10 - 49Fresno, CA
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Small Accounting company The Garabedian Group, Inc., is in Fresno, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Donohue & Associates PC is an Accounting company. The Anchorage, Alaska-based company was established in 2005. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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EIBCL is an Accounting company. Their small team is headquartered in Dhaka, Bangladesh. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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HR POINT is an Accounting company. Headquartered in Dhaka, Bangladesh, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accounting and Business Consulting company Johnson Global Accountancy Corp focuses on Accounting and Business Consulting. They are located in Los Angeles, California.
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$1,000+< $25 / hrFreelancer
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Ams Va Services is a small Egypt-based Accounting company. The team offers Accounting and Market Research.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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Founded in 2017, Tech Ventures is a Business Consulting company. Headquartered in دبي, United Arab Emirates, the team focuses on Business Consulting and Accounting.
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$1,000+Undisclosed10 - 49
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Desk in Damas Professional Services is a branding agency. They are in Dubai, United Arab Emirates. Their team focuses on Branding and Logo.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Foyle Business Services, Inc. Is a small Accounting and Business Consulting company based in Los Angeles, California. The team focuses on Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr2 - 9Oklahoma City, OK
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Infiniti Accounting is a small Accounting company based in Oklahoma City, Oklahoma. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Lahore, Pakistan
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StartupLawnch (Private) Limited is an Accounting company. Their team is located in Lahore, Pakistan. The company focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Kyiv, Ukraine
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SMA is a small Accounting company headquartered in Kyiv, Ukraine. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Southfield, MI
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The Office BPO, an Accounting company, was founded in 1999. The firm focuses on Accounting.
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$1,000+$25 - $49 / hr2 - 9Mumbai, India
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Ivy India Ventures is an Accounting company based in Mumbai, India. The team specializes in Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9
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Accounting Management Group is an Accounting company headquartered in Metairie, Louisiana. They specialize in Accounting.
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$1,000+Undisclosed50 - 249Kuala Lumpur, Malaysia
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Founded in 1997, ManpowerGroup - Malaysia is a midsize Accounting company. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Honolulu, HI
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Mark K Matsuo CPA LLC, an Accounting company, offers Accounting. The firm is in Honolulu, Hawaii.
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$1,000+$50 - $99 / hr2 - 9
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Shape Your Biz is a CRM consulting and SI company. The Rockford, Illinois-based company was established in 2016. Their services include CRM consulting and SI and Digital Strategy.
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UndisclosedUndisclosed2 - 9Mansfield, Australia
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Launched in 1995, J.G. Stathis & Co is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Friedland + Associates is an Accounting company. They offer Accounting and were established in 2015.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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Accounting company Pacific Coast Accounting & Financial Solutions was established in 2008. Located in Santa Clara, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Nundah, Australia
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Ruby Lam is an Accounting and Business Consulting company. Their small team is based in Nundah, Australia. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
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
38.2/40.018.2/20 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 -
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 -
$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 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 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 -
$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.