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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We evaluate companies on verified profile data: services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

548 Companies

Top Financial services Accounting Services Companies

Liv Data LLC
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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.”
WWSA CPAs
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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.”
Weinstein & Wohlafka
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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.”
IKAN Business Partners
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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.”
JS Accounting
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JS Accounting Solutions is a reputable Licensed Public Accounting Firm and an IRS Enrolled Agent (authorized to practice before the IRS) that offers tax preparation, small business accounting, and various financial services for both individuals and businesses. We customize our services to meet the s
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Elmwood Park, New Jersey, Us
Services Provided
59% Tax Preparation Services
30% Accounting Services
11% Tax Resolution & IRS Representation
AI Summary
“JS Accounting Solutions is a licensed public accounting firm providing personalized tax preparation, small business accounting, and financial services for individuals and businesses, ensuring optimized results.”
PathQuest Solutions
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PathQuest is a financial technology division of Pacific Accounting & Business Services (PABS), a company that has over 15 years of experience and serves more than 4,000 clients throughout the U.S. We integrate extensive accounting knowledge with specialized software to assist businesses in removing
Highlights
$5,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
250-999
Employees
Services Provided
40% Accounting Services
35% Automation Services
25% Business Consulting Services
AI Summary
“PathQuest, a fintech division of PABS, offers automated accounting and financial intelligence solutions that empower diverse businesses with real-time insights, streamlined processes, and scalable growth support.”
Cardem Consulting
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Cardem Consulting is a consulting firm located in Colombia, focusing on financial, administrative, and audit services to help businesses enhance their competitiveness and streamline their operational processes. We currently work with companies in various sectors, including Oil & Gas, hospitality, ed
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Barranquilla, Atlantico, Co
Services Provided
40% Accounting Services
30% Audit Services
15% Tax Preparation Services
15% Financial Planning
AI Summary
“Cardem Consulting is a Colombian firm offering financial, administrative, and audit services such as business valuation, project evaluation, and accounting outsourcing across diverse industries.”
Navolio & Tallman
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Navolio & Tallman LLP combines the technical proficiency typically found in a "Big Four" accounting firm with the tailored client service characteristic of a smaller firm. Our partners possess more than 40 years of collective experience focused on delivering audit, accounting, and tax planning and c
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
40% Accounting Services
30% Audit Services
30% Tax Planning
AI Summary
“Navolio & Tallman LLP offers expert audit, accounting, and tax services with personalized client focus, serving funds, private equity, real estate, high-net-worth individuals, and closely-held businesses.”
Chu and Waters
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The goal of CHU and WATERS, LLP is to deliver creative, tailored, and affordable accounting, consulting, and proactive tax planning services to assist our clients in achieving their personal and business objectives. We possess a deep understanding and significant experience in the financial reportin
Highlights
$1,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
San Francisco, California, Us
Services Provided
40% Accounting Services
30% Business Consulting Services
30% Tax Planning
AI Summary
“CHU and WATERS, LLP provides customized accounting, consulting, and tax planning services, leveraging expertise to support middle-market clients' financial and business goals effectively.”
PYA
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PYA is a national professional services firm that offers extensive expertise in tax, audit and assurance, as well as management consulting. The firm assists clients across all 50 states in navigating complex issues related to federal and state filings, regulatory compliance, risk assessment, busines
Highlights
$5,000+
Min Project Size
250-999
Employees
Knoxville, Tennessee, Us
Services Provided
40% Accounting Services
20% Audit Services
20% Tax Consulting
20% Business Consulting Services
AI Summary
“PYA is a leading national professional services firm specializing in tax, audit, consulting, and healthcare advisory, serving clients across the U.S. with comprehensive compliance and strategic solutions.”

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