Company lists · Data refreshed September 2026
Top 25 Accounting firm client retention consultants based in San Diego, United States
RevenueBase identified 80 accounting firm client retention consultants headquartered in San Diego, United States as of September 2026 and tracks 1,307 professional contacts across them, including 381 with verified work emails. Across the United States, New York is the largest hub for this category (229 companies); San Diego has 80.
This list covers accounting firm client retention 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 27, 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.
The 25 largest accounting firm client retention consultants based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 102 contacts → | ||||
Indirect evidence “We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 70 contacts → | ||||
Indirect evidence “Harshwal & Company LLP is a renowned CPA firm, offering a wide range of professional audit, tax, and consulting solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 66 contacts → | ||||
Indirect evidence “JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 52 contacts → | ||||
Indirect evidence “About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 52 contacts → | ||||
Partial evidence “Gatto, Pope & Walwick LLP is a leading San Diego-based accounting firm.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 49 contacts → | ||||
Partial evidence “Leaf & Cole, LLP is one of the largest single office accounting firms in San Diego, California - America's Finest City.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 46 contacts → | ||||
Partial evidence “Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 44 contacts → | ||||
Indirect evidence “LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Partial evidence “AB Tawil & Associates is a San Diego based and fully bilingual (English/Spanish) accounting firm founded in 2006; that offers a full array of accounting, tax, consulting, and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 17 contacts → | ||||
Indirect evidence “Whether you're seeking to improve financial visibility, streamline operations, or achieve tax savings, our experienced team is committed to guiding you to success.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 17 contacts → | ||||
Partial evidence “Louis Tommasino, CPA, is a dedicated, full-service accounting firm committed to enhancing the quality and range of accounting services available to the small business sector and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 16 contacts → | ||||
Indirect evidence “Who are we?” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 16 contacts → | ||||
Indirect evidence “Meletis & Munsch, LLP is a full service CPA firm located in Del Mar, CA.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Partial evidence “Cabrillo Advisors provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 12 contacts → | ||||
Indirect evidence “Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 11 contacts → | ||||
Indirect evidence “One Source.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 10 contacts → | ||||
Indirect evidence “At New Era CPA’s, LLP, we are dedicated to providing a high level of CPA and taxation services and implementing innovative solutions by taking the time to understand each of our…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Partial evidence “West Rhode & Roberts enters its third decade of providing clients with high standards of responsiveness, integrity and quality.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Indirect evidence “Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 contacts → | ||||
Partial evidence “We view every client relationship like a partnership and truly believe that our success is a result of your success.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Partial evidence “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Partial 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 27, 2026Thanks. The Data Team will review it. | |||||
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 firm client retention 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 firm client retention consultants.
- Partial evidence
- Its own public description names part of accounting firm client retention consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting firm client retention 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 80 accounting firm client retention consultants based in San Diego, United States
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Accounting firm client retention consultants based in San Diego, United States at a glance
As of Sep 27, 2026Companies by employee count
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 80 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 firm client retention 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 firm client retention 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 firm client retention 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 firm client retention 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, 381 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 27, 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 firm client retention consultants by metro in the United States
- Accounting firm client retention consultants in New York229
- Accounting firm client retention consultants in Houston158
- Accounting firm client retention consultants in Chicago121
- Accounting firm client retention consultants in Atlanta113
- Accounting firm client retention consultants in Los Angeles94
- Accounting firm client retention consultants in Dallas88
- Accounting firm client retention consultants in Miami88
- Accounting firm client retention consultants in Austin85
- Accounting firm client retention consultants in Tampa66
- Accounting firm client retention consultants in Denver61
- Accounting firm client retention consultants in Phoenix59
- Accounting firm client retention consultants in Charlotte54
- Accounting firm client retention consultants in Cincinnati54
- Accounting firm client retention consultants in Irvine49
- Accounting firm client retention consultants in Columbus47
- Accounting firm client retention consultants in Indianapolis46
- Accounting firm client retention consultants in San Francisco46
- Accounting firm client retention consultants in Portland45
- Accounting firm client retention consultants in Las Vegas44
- Accounting firm client retention consultants in Pittsburgh44
- Accounting firm client retention consultants in San Antonio44
- Accounting firm client retention consultants in Orlando41
- Accounting firm client retention consultants in Washington41
- Accounting firm client retention consultants in Jacksonville40
- Accounting firm client retention consultants in Raleigh40
- Accounting firm client retention consultants in Louisville39
- Accounting firm client retention consultants in Boston37
- Accounting firm client retention consultants in Philadelphia37
- Accounting firm client retention consultants in Greenville34
- Accounting firm client retention consultants in Seattle34
- Accounting firm client retention consultants in Birmingham33
- Accounting firm client retention consultants in Boca Raton33
- Accounting firm client retention consultants in Columbia33
- Accounting firm client retention consultants in Minneapolis33
- Accounting firm client retention consultants in Oklahoma City32
- Accounting firm client retention consultants in Scottsdale32
- Accounting firm client retention consultants in Wilmington32
- Accounting firm client retention consultants in Fort Worth31
- Accounting firm client retention consultants in Rochester31
- Accounting firm client retention consultants in San Jose31
- Accounting firm client retention consultants in Salt Lake City30
- Accounting firm client retention consultants in Springfield30
- Accounting firm client retention consultants in Fresno29
- Accounting firm client retention consultants in Omaha29
- Accounting firm client retention consultants in Plano29
- Accounting firm client retention consultants in Richmond29
- Accounting firm client retention consultants in Cleveland28
- Accounting firm client retention consultants in Nashville28
- Accounting firm client retention consultants in Tulsa28
- Accounting firm client retention consultants in Colorado Springs27
- Accounting firm client retention consultants in Coral Gables27
- Accounting firm client retention consultants in Fort Lauderdale27
- Accounting firm client retention consultants in Baton Rouge26
- Accounting firm client retention consultants in Grand Rapids26
- Accounting firm client retention consultants in Marietta26
- Accounting firm client retention consultants in Troy26
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 firm client retention 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 firm client retention consultants are there based in San Diego, United States?
RevenueBase identified 80 accounting firm client retention 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?
Considine & Considine, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most accounting firm client retention consultants?
New York leads the United States with 229 headquartered companies, followed by Houston (158) and Chicago (121). San Diego has 80.
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 381 verified decision-maker contacts tracked across these 80 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 27, 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.
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