Company lists · Data refreshed September 2026

Top 25 Accounting and finance consulting firms based in San Jose, United States

Name: Accounting and finance consulting firms based in San Jose, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 74 companies tracked

RevenueBase identified 74 accounting and finance consulting firms headquartered in San Jose, United States as of September 2026 and tracks 1,747 professional contacts across them, including 831 with verified work emails. New York is the largest hub.

This list covers accounting and finance consulting firms headquartered in San Jose, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review

74Companies

1,747Contacts tracked

831Verified emails

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The 25 largest accounting and finance consulting firms based in San Jose, United States

Ranked by team size

Top 25 of 74 accounting and finance consulting firms based in San Jose, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to accounting and finance consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Sensiba LLP	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	501-1,000	493 contacts →
	Strong evidence “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Source: RevenueBase Database · checked Sep 22, 2026
2	Valueonshore 'vos' Advisors	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	501-1,000	429 contacts →
	Indirect evidence “Valueonshore (‘VOS’) Advisors is a global business advisory services firm of Big 4 alumni and industry executives.” Source: RevenueBase Database · checked Sep 22, 2026
3	Pp&co	Partial evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	51-200	116 contacts →
	Partial evidence “Our focus on your finances gives you the freedom to achieve your personal and professional goals.” Source: RevenueBase Database · checked Sep 22, 2026
4	Arightco, INC	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	51-200	82 contacts →
	Strong evidence “Arightco delivers integrated financial services-including accounting, tax, payroll, and CFO advisory-designed to streamline business operations and drive financial efficiency.” Source: RevenueBase Database · checked Sep 22, 2026
5	Wheeler Accountants LLP	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	58 contacts →
	Strong evidence “The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our…” Source: RevenueBase Database · checked Sep 22, 2026
6	Ravix Group	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	51-200	54 contacts →
	Strong evidence “Ravix Group is the leading provider of outsourced accounting, fractional CFO, HR consulting, and liquidation/orderly wind-downs services in the Silicon Valley.” Source: RevenueBase Database · checked Sep 22, 2026
7	Effectus Group	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	51-200	44 contacts →
	Strong evidence “Our Firm Effectus Group is an accounting advisory consulting firm headquartered in the San Francisco Bay Area.” Source: RevenueBase Database · checked Sep 22, 2026
8	Crawford Pimentel Corporation	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	34 contacts →
	Strong evidence “At Crawford Pimentel, we provide clients with order, availability, predictability and expertise by delivering professional accounting, tax and consulting services in accordance…” Source: RevenueBase Database · checked Sep 22, 2026
9	FASS	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	25 contacts →
	Strong evidence “FASS provides comprehensive accounting & consulting services with a team of nonprofit specialized accountants to more than 80 nonprofits in San Jose and the San Francisco Bay Area…” Source: RevenueBase Database · checked Sep 22, 2026
10	Kula Consulting	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	23 contacts →
	Strong evidence “A New Recruiting Perspective Leveraging numerous years of accounting experience, Kula Consulting knows what works and what doesn't in the financial world.” Source: RevenueBase Database · checked Sep 22, 2026
11	Christopher Huang Cpas, INC	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Indirect evidence “Christopher Huang CPAs Inc.” Source: RevenueBase Database · checked Sep 22, 2026
12	Service Squared	Partial evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	18 contacts →
	Partial evidence “Service Squared provides in-depth and cost-effective outsourced financial services.” Source: RevenueBase Database · checked Sep 22, 2026
13	Eckley Lombardi Glascott LLP	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	14 contacts →
	Indirect evidence “Eckley Lombardi Glascott LLP services closely held (privately owned) entrepreneurial businesses, their owners and high net worth clients.” Source: RevenueBase Database · checked Sep 22, 2026
14	Mhtb Accountancy Group Of Silicon Valley	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	13 contacts →
	Indirect evidence “MHTB Accountancy Group of Silicon Valley is a highly respected and recognized accountancy firm founded on the principal that its clients deserve the utmost in professional…” Source: RevenueBase Database · checked Sep 22, 2026
15	Silicon Valley Accountants	Partial evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	12 contacts →
	Partial evidence “Optimizing the Financial Close.” Source: RevenueBase Database · checked Sep 22, 2026
16	Robert LEE & Associates, LLP	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	11 contacts →
	Indirect evidence “You’re different.” Source: RevenueBase Database · checked Sep 22, 2026
17	Morris D'angelo -- Not Just Another CPA Firm	Partial evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	11 contacts →
	Partial evidence “We exist for YOU - for your Freedom and Independence that allows the possibility of achieving your best financial outcomes.” Source: RevenueBase Database · checked Sep 22, 2026
18	Spot On Consulting Group - Cpa's	Strong evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	11 contacts →
	Strong evidence “income tax preparation and consulting part time cfo / controller bookkeeping – accounting – finance Spot On Consulting Group, CPA's and Advisors, is committed to providing…” Source: RevenueBase Database · checked Sep 22, 2026
19	Wubbels & Duffy, Cpas, Rllp	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	1-10	11 contacts →
	Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.” Source: RevenueBase Database · checked Sep 22, 2026
20	Dunham Associates Cpas, INC	Partial evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	10 contacts →
	Partial evidence “Dunham Associates, CPAs goal is to provide each of our clients the best accounting services possible whether the services required are relatively simple or extremely complex.” Source: RevenueBase Database · checked Sep 22, 2026
21	Towne Advisory Services Corp	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	1-10	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
22	Koehler & Associates, Cpa's, INC	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	1-10	10 contacts →
	Indirect evidence “Koehler & Associates, its CPA's, staff and clients are a family.” Source: RevenueBase Database · checked Sep 22, 2026
23	AMI Shah CPA	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
24	Assurent Advisors	Partial evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	11-50	7 contacts →
	Partial evidence “Assurent Advisors is engaged in providing valuation, advisory, and accounting services.” Source: RevenueBase Database · checked Sep 22, 2026
25	Shannon & Snyder Cpas	Partial evidence	San Jose, CA, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Partial evidence “Shannon & Snyder, CPAs is a full-service accounting firm serving clients throughout the Bay Area.” Source: RevenueBase Database · checked Sep 22, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting and finance consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names accounting and finance consulting firms.
Partial evidence: Its own public description names part of accounting and finance consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting and finance consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 74 accounting and finance consulting firms based in San Jose, United States

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Accounting and finance consulting firms based in San Jose, United States at a glance

As of Sep 22, 2026

47.6%Verified-email coverage

23.6Average contacts per company

1-10Median size (employees)

773.0%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for San Jose, so it is reported there. Company counts and contact totals on this page are exact for San Jose, over 74 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting and finance consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in San Jose, United States whose own description of what they do matches “accounting and finance consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting and finance consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among accounting and finance consulting firms, and records with no verified work email. Companies headquartered outside San Jose are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 831 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Accounting and finance consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting and finance consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many accounting and finance consulting firms are there based in San Jose, United States?

RevenueBase identified 74 accounting and finance consulting firms headquartered in San Jose, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Sensiba LLP, headquartered in San Jose, tops this list with the largest team on record.

Which city has the most accounting and finance consulting firms?

New York leads with 572 headquartered companies, followed by Houston (389) and Atlanta (288).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 831 verified decision-maker contacts tracked across these 74 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.