Top Financial services Accounting Services Companies

Discover Accounting Services companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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Top Financial services Accounting Services Companies

  1. The Wise CPAS logo
    The Wise CPASProfile set up by Edverise AI
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    The Wise CPAS consists of a skilled team of bookkeepers, EAs, auditors, accountants, and tax preparation specialists who possess unparalleled expertise and experience in the field. With over 15 years of exceptional industry knowledge, this team of more than 50 professionals consistently delivers hig


    Highlights

    < $25/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided
    49% Accounting Services
    30% Tax Preparation Services
    11% Audit Services
    10% Recruitment & Staffing Services
    AI Summary

    The Wise CPAS provides customized offshore staffing solutions with over 15 years of expertise in accounting, auditing, bookkeeping, tax preparation, and financial planning for CPA firms.

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    We are a team of bookkeeping and accounting professionals based in Newport Beach, California, and Dallas, Texas. Our clients receive a wide range of customizable bookkeeping and accounting solutions tailored to their specific needs. With years of experience, our experts allow you to concentrate on y


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    50-249

    Employees

    Newport Beach, California, Us

    Services Provided
    60% Bookkeeping Services
    40% Accounting Services
    AI Summary

    Cube Accounting Solutions offers expert, customizable virtual bookkeeping and accounting services from California and Texas, enabling clients to focus on business while ensuring accurate, cost-effective financial management.

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    Majid Iravani is a Chartered Professional Accountant firm based in Richmond Hill, Ontario, serving the Greater Toronto Area. This full-service accounting firm focuses on corporate and personal tax, real estate tax, international tax, as well as accounting and advisory services. Majid has extensive e


    Highlights

    $100,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    2-9

    Employees

    Richmond Hill, Ontario, Ca

    Services Provided
    49% Accounting Services
    25% Tax Planning
    15% Business Consulting Services
    11% Estate Planning Services
    AI Summary

    Majid Iravani is a Richmond Hill-based Chartered Professional Accountant firm providing comprehensive tax, accounting, and advisory services across corporate, personal, real estate, and international sectors.

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    CGO Finance focuses on outsourcing accounting, HR, and payroll services for both domestic and international businesses. We offer HR and payroll solutions for companies that employ individuals under either employment agreements or civil law contracts. We embrace digitalization in the accounting secto


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    10-49

    Employees

    Warszawa, Masovian, Pl

    Services Provided
    39% Accounting Services
    20% Tax Consulting
    30% Payroll Services
    11% HR Consulting Services
    AI Summary

    CGO Finance sp. z o.o. provides comprehensive outsourcing of accounting, HR, and payroll services, emphasizing digital solutions for clients operating domestically and internationally.

  5. CliftonLarsonAllen logo
    CliftonLarsonAllenProfile set up by Edverise AI
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    CLA is a professional services company that offers comprehensive wealth advisory, outsourcing, and public accounting services to improve our clients' enterprise value and support the growth and management of their personal assets, from startup to succession and beyond. Our experts have deep knowledg


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    1000-9999

    Employees

    Arlington, Virginia, Us

    Services Provided
    40% Accounting Services
    30% Tax Consulting
    30% Business Consulting Services
    AI Summary

    CliftonLarsonAllen is a professional services firm offering wealth advisory, public accounting, and outsourcing services, leveraging industry expertise to support clients' growth across domestic and global markets.

  6. Liv Data LLC logo
    Liv Data LLCProfile set up by Edverise AI
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    **Overview** Liv Data LLC is a contemporary finance consultancy that connects traditional accounting with cutting-edge financial intelligence. We streamline fragmented finance operations by providing a unified, integrated partnership aimed at assisting startups and mid-market businesses in their g


    Highlights

    $25,000+

    Min Project Size

    2-9

    Employees

    New York, New York, Us

    Services Provided
    39% Accounting Services
    30% Financial Advisory & Consulting
    20% Artificial Intelligence Services
    11% CFO Services
    AI Summary

    Liv Data LLC provides integrated finance consultancy blending expert human oversight and AI automation, delivering tailored financial strategies to startups and mid-market businesses for growth and transformation.

  7. WWSA CPAs logo
    WWSA CPAsProfile set up by Edverise AI
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    WWSA is a small firm made up of highly skilled and experienced CPAs, with most of our team members having a minimum of 15 years in the accounting field. Our services include individual and business tax planning, preparation of federal, state, and local tax returns for both individuals and businesses


    Highlights

    $1,000+

    Min Project Size

    $50-99/hr

    Avg Hourly Rate

    2-9

    Employees

    Los Angeles, California, Us

    Services Provided
    39% Tax Consulting
    39% Accounting Services
    11% Business Formation
    11% Tax Resolution & IRS Representation
    AI Summary

    WWSA CPAs is a skilled accounting firm offering comprehensive tax planning, return preparation, IRS audit representation, incorporation, advisory, and accounting setup services for individuals and businesses.

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    Weinstein & Wohlafka is an accounting firm based in New York that offers a comprehensive suite of services, including bookkeeping, sales tax, payroll tax, and corporate tax preparation. Our goal is to fully commit to meeting the individual and business needs of all our clients, whether they are pers


    Highlights

    $1,000+

    Min Project Size

    $100-149/hr

    Avg Hourly Rate

    10-49

    Employees

    Westbury, New York, Us

    Services Provided
    40% Accounting Services
    20% Payroll Services
    40% Tax Preparation Services
    AI Summary

    Weinstein & Wohlafka is a New York-based accounting firm providing comprehensive services including bookkeeping, tax preparation, and payroll, committed to meeting diverse client needs professionally.

  9. Is this your business? Become an Edverise partner & Claim Now

    IKAN Business Partners is a Dallas-based bookkeeping and financial accounting firm that collaborates with business owners to handle their financial tasks, allowing them to concentrate on operating their businesses and serving their clients. Our primary goal is to support entrepreneurs in thriving an


    Highlights

    $25-49/hr

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    60% Bookkeeping Services
    40% Accounting Services
    AI Summary

    IKAN Business Partners, a Dallas-based firm, offers bookkeeping, financial accounting, and consulting services that empower entrepreneurs to focus on growth and business success.

  10. Is this your business? Become an Edverise partner & Claim Now

    We offer accounting, tax, estate planning, and business advisory services to privately-owned firms and their owners. At G.T. Reilly, our approach is built on knowledge, integrity, and high-quality service, enabling us to deliver solutions to a wide range of companies operating in today's dynamic mar


    Highlights

    $1,000+

    Min Project Size

    $25-49/hr

    Avg Hourly Rate

    10-49

    Employees

    Services Provided
    40% Accounting Services
    30% Tax Consulting
    30% Business Consulting Services
    AI Summary

    GT Reilly & Company provides accounting, tax, estate planning, and advisory services to privately-owned firms, emphasizing knowledge, integrity, and tailored solutions for diverse business needs.

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