Company lists · Data refreshed September 2026

Top 25 Accounting automation consultants based in San Diego, United States

Name: Accounting automation consultants based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 91 companies tracked

RevenueBase identified 91 accounting automation consultants headquartered in San Diego, United States as of September 2026 and tracks 805 professional contacts across them, including 141 with verified work emails. Across the United States, New York is the largest hub for this category (238 companies); San Diego has 91.

This list covers accounting automation consultants headquartered in San Diego, 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 30, 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 30, 2026 86% judged on-target in blind review

91Companies

805Contacts tracked

141Verified emails

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The 25 largest accounting automation consultants based in San Diego, United States

Ranked by team size

Top 25 of 91 accounting automation consultants based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to accounting automation consultants: 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	PBO Advisory Group	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	51-200	55 contacts →
	Partial evidence “At PBO Advisory Group, we assess, outsource, and advise in the areas of accounting & finance, human resources, human capital consulting, and business operations to increase…” Source: RevenueBase Database · checked Sep 30, 2026
2	Back Office Support Solutions	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	20 contacts →
	Partial evidence “Back Office Support Solutions is an outsourced accounting and operations firm that creates a tailored approach to support each client's specific needs in accounting/bookkeeping…” Source: RevenueBase Database · checked Sep 30, 2026
3	Signature Analytics	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	51-200	19 contacts →
	Indirect evidence “When your business needs actionable insights from the story your financial data is telling you, turn to us.” Source: RevenueBase Database · checked Sep 30, 2026
4	Mead Consulting Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	16 contacts →
	Indirect evidence “Who are we?” Source: RevenueBase Database · checked Sep 30, 2026
5	IB CPA	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Indirect evidence “With over a 100 years of experience, we have worked help companies focus on their core business while we streamline all the work that consumes your biggest resource, TIME!” Source: RevenueBase Database · checked Sep 30, 2026
6	RG Alliance Group LLC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	9 contacts →
	Indirect evidence “RG Alliance is an outsourced back-office support and bookkeeping firm based in San Diego, California.” Source: RevenueBase Database · checked Sep 30, 2026
7	Green Path Partners LLC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	51-200	9 contacts →
	Partial evidence “Welcome to Green Path Partners LLP, where we redefine the standards of excellence in accounting and taxation services.” Source: RevenueBase Database · checked Sep 30, 2026
8	Lyons Accountancy Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	9 contacts →
	Indirect evidence “Our goal is to provide you with the information and tools that help you build on your success and to have a measurable positive impact on your professional and personal financial…” Source: RevenueBase Database · checked Sep 30, 2026
9	Simplexity Services	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	7 contacts →
	Partial evidence “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Source: RevenueBase Database · checked Sep 30, 2026
10	Rise Consulting Group, LLC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	7 contacts →
	Partial evidence “Here at RISE Consulting Group, we offer outsourced accounting, financial, and other support services for privately held businesses, providing timely, accurate and actionable…” Source: RevenueBase Database · checked Sep 30, 2026
11	Bbbs INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	7 contacts →
	Partial evidence “An accounting and bookkeeping services company with offices in California, Arizona, and Calgary, Alberta Canada.” Source: RevenueBase Database · checked Sep 30, 2026
12	Cashuk Wiseman Goldberg Birnbaum & Salem LLP	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	6 contacts →
	Partial evidence “CASHUK WISEMAN GOLDBERG BIRNBAUM & SALEM LLP is an accounting company based out of 2851 CAMINO DEL RIO SOUTH SUITE 410, SAN DIEGO, California, United States.” Source: RevenueBase Database · checked Sep 30, 2026
13	Thrive Business Services	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “Feeling overwhelmed about your business finances?” Source: RevenueBase Database · checked Sep 30, 2026
14	Schwartz & Schwartz Hedgi AI	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “Welcome to the integrated future of financial excellence – Hedgi AI meets Schwartz & Schwartz, your expert advisors and innovative solution providers in one.” Source: RevenueBase Database · checked Sep 30, 2026
15	Yenor & Associates	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Indirect evidence “San Diego CPA firm and accountant, Yenor and Associates is a Certified Public Accountant offering tax return services, tax preparation services, bookkeeping services, CFO services…” Source: RevenueBase Database · checked Sep 30, 2026
16	On-Line Bookkeeping Solutions	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “We are San Diego's premier QuickBooks accounting and tax firm.” Source: RevenueBase Database · checked Sep 30, 2026
17	Achieve Accounting	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “Achieve Accounting Consulting provides accounting, book-keeping, payroll, and consulting services to business in San Diego.” Source: RevenueBase Database · checked Sep 30, 2026
18	Intrinsic Accounting Services, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “You should be focused on growing your business, not on keeping your own books or creating financials.” Source: RevenueBase Database · checked Sep 30, 2026
19	Oakum Chartered Accounting	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	2 contacts →
	Partial evidence “Founded in 2018, based in San Diego and with over 25 full time employees, we are a premier accounting and bookkeeping company.” Source: RevenueBase Database · checked Sep 30, 2026
20	Avviso Financial	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “Bookkeeping that cares about your business as much as you do.” Source: RevenueBase Database · checked Sep 30, 2026
21	CSCPA	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “We make your accounting better and your life easier.” Source: RevenueBase Database · checked Sep 30, 2026
22	Serrano Bookkeeping	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.” Source: RevenueBase Database · checked Sep 30, 2026
23	OFF Your Plate Accounting	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	1-10	2 contacts →
	Partial evidence “At Off Your Plate, our goal is to do just that - take the accounting services off of your "VERY BUSY PLATE".” Source: RevenueBase Database · checked Sep 30, 2026
24	Cain Advisory Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	1 contacts →
	Indirect evidence “We work ‘ON’ your business so you can work ‘IN’ it!” Source: RevenueBase Database · checked Sep 30, 2026
25	Witriol Consulting	Partial evidence	San Diego, CA, United StatesHQ checked Sep 30, 2026	11-50	1 contacts →
	Partial evidence “At Witriol Consulting, we specialize in delivering expert services in Project/Program Management, Accounting, Finance, and Technology.” Source: RevenueBase Database · checked Sep 30, 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 automation consultants. 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 automation consultants.
Partial evidence: Its own public description names part of accounting automation consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name accounting automation consultants. 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 91 accounting automation consultants based in San Diego, United States

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Accounting automation consultants based in San Diego, United States at a glance

As of Sep 30, 2026

17.5%Verified-email coverage

8.8Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 91 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 automation consultants, 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 Diego, United States whose own description of what they do matches “accounting automation consultants”. 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 automation consultants), 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 automation consultants, and records with no verified work email. Companies headquartered outside San Diego 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, 141 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 30, 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 automation consultants 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 automation consultants, 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 automation consultants are there based in San Diego, United States?

RevenueBase identified 91 accounting automation consultants headquartered in San Diego, 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?

PBO Advisory Group, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most accounting automation consultants?

New York leads the United States with 238 headquartered companies, followed by Houston (171) and Los Angeles (133). San Diego has 91.

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 141 verified decision-maker contacts tracked across these 91 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 30, 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.