Company lists · Data refreshed September 2026
Top 25 Accounting firm document management companies based in San Diego, United States
RevenueBase identified 76 company matches for accounting firm document management companies associated with San Diego, United States as of September 2026 and tracks 1,140 professional contacts across them, including 278 with verified work emails. Across the United States, New York is the largest hub for this category (278 companies); San Diego has 76.
This list covers company matches for accounting firm document management companies associated with San Diego, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 document management companies based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 102 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 78 contacts → | ||||
Exact match “Knox Services provides total document solutions to select clients throughout the nation-and has since 1972!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 66 contacts → | ||||
Exact match “JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 49 contacts → | ||||
Exact match “Leaf & Cole, LLP is one of the largest single office accounting firms in San Diego, California - America's Finest City.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 46 contacts → | ||||
Exact match “Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 44 contacts → | ||||
Exact match “LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 17 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 16 contacts → | ||||
Exact match “Who are we?” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “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!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “We view every client relationship like a partnership and truly believe that our success is a result of your success.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “An accounting and bookkeeping services company with offices in California, Arizona, and Calgary, Alberta Canada.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “When it comes to organizational finances in heavily regulated industries, the devil is in the details.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Welcome to the integrated future of financial excellence – Hedgi AI meets Schwartz & Schwartz, your expert advisors and innovative solution providers in one.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Matranga & Company is a San Diego CPA firm which provides a wide range of accounting services to enterprising businesses and individuals principally located in Southern California.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Accounting and tax services” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Axacore has been helping organizations streamline paper-intensive business processes and automate the flow of documents since 1996.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “accounting firm document management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 76 accounting firm document management companies based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 278 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Accounting firm document management companies 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 76 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with San Diego, United States whose business descriptions match “accounting firm document management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 278 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Accounting firm document management companies by metro in the United States
- Accounting firm document management companies in New York278
- Accounting firm document management companies in Houston183
- Accounting firm document management companies in Los Angeles134
- Accounting firm document management companies in Chicago128
- Accounting firm document management companies in Miami123
- Accounting firm document management companies in Atlanta119
- Accounting firm document management companies in Dallas87
- Accounting firm document management companies in Austin84
- Accounting firm document management companies in Orlando72
- Accounting firm document management companies in Denver66
- Accounting firm document management companies in San Francisco66
- Accounting firm document management companies in Phoenix62
- Accounting firm document management companies in Portland62
- Accounting firm document management companies in Tampa62
- Accounting firm document management companies in Irvine60
- Accounting firm document management companies in Charlotte58
- Accounting firm document management companies in San Antonio53
- Accounting firm document management companies in Las Vegas52
- Accounting firm document management companies in Columbus48
- Accounting firm document management companies in Jacksonville47
- Accounting firm document management companies in Seattle44
- Accounting firm document management companies in Indianapolis42
- Accounting firm document management companies in Boston40
- Accounting firm document management companies in Cincinnati40
- Accounting firm document management companies in Raleigh40
- Accounting firm document management companies in Philadelphia38
- Accounting firm document management companies in Washington38
- Accounting firm document management companies in Boca Raton37
- Accounting firm document management companies in Glendale37
- Accounting firm document management companies in Oklahoma City37
- Accounting firm document management companies in Fort Lauderdale35
- Accounting firm document management companies in San Jose35
- Accounting firm document management companies in Wilmington35
- Accounting firm document management companies in Birmingham33
- Accounting firm document management companies in Fresno33
- Accounting firm document management companies in Omaha33
- Accounting firm document management companies in Pittsburgh33
- Accounting firm document management companies in Albuquerque32
- Accounting firm document management companies in Baltimore32
- Accounting firm document management companies in Columbia31
- Accounting firm document management companies in Coral Gables31
- Accounting firm document management companies in Salt Lake City31
- Accounting firm document management companies in Louisville30
- Accounting firm document management companies in Richmond30
- Accounting firm document management companies in Springfield30
- Accounting firm document management companies in Colorado Springs29
- Accounting firm document management companies in Greenville28
- Accounting firm document management companies in Plano28
- Accounting firm document management companies in Rochester27
- Accounting firm document management companies in Woodland Hills27
- Accounting firm document management companies in Nashville26
- Accounting firm document management companies in Sacramento26
- Accounting firm document management companies in Scottsdale26
- Accounting firm document management companies in Alexandria25
- Accounting firm document management companies in Cleveland25
- Accounting firm document management companies in Tucson25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “accounting firm document management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many accounting firm document management companies are there based in San Diego, United States?
RevenueBase identified 76 company matches for accounting firm document management companies associated with San Diego, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Considine & Considine tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most accounting firm document management companies?
New York leads the United States with 278 company records, followed by Houston (183) and Los Angeles (134). San Diego has 76.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 278 professional contacts with verified work emails tracked across these 76 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 76 accounting firm document management companies based in San Diego, United States. Start with a free account, no credit card.
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Accounting firm document management companies by geography
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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 SmartSearch, 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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Company intelligence · public preview
Top 25 accounting firm document management companies based in San Diego, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 76 matching company records for accounting firm document management companies based in San Diego, United States, with 1,140 tracked contacts and 278 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 accounting firm document management companies based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Considine & Considinecccpa.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 102 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Knox Servicesknoxservices.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 78 contacts → |
“Knox Services provides total document solutions to select clients throughout the nation-and has since 1972!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  JGD & Associates LLPjgd.cpaHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 66 contacts → |
“JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Leaf & Cole, LLPleafcole.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 49 contacts → |
“Leaf & Cole, LLP is one of the largest single office accounting firms in San Diego, California - America's Finest City.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Christy White, INCchristywhite.comHQ: San Diego, United StatesReported employees: 51-200 | San Diego, United States | 51-200 | Exact match | 46 contacts → |
“Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Levitzackslevitzacks.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 44 contacts → |
“LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  AB Tawil & Associatesabtawil.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Louis Tommasino CPA & Associatestommasino-cpa.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mead Consulting Groupmeadcg.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“Who are we?” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  IB CPAibcpa.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 13 contacts → |
“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!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Profitwise Accountingprofitwiseaccounting.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lyons Accountancy Grouplyonscpagroup.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Wilson & Associates, Cpaswilsoncpa.netHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 8 contacts → |
“Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Oliva & Associates Cpas, APColivacpa.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“We view every client relationship like a partnership and truly believe that our success is a result of your success.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bbbs INCbbbsinc.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“An accounting and bookkeeping services company with offices in California, Arizona, and Calgary, Alberta Canada.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SAN Diego, CPA A Professional TAX & Accountancy Corporationsandiegocpas.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | CWDLcwdl.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“When it comes to organizational finances in heavily regulated industries, the devil is in the details.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Blum & Clark, Certified Public Accountants, LLPblumandclark.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 5 contacts → |
“Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Schwartz & Schwartz Hedgi AIhedgi.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Welcome to the integrated future of financial excellence – Hedgi AI meets Schwartz & Schwartz, your expert advisors and innovative solution providers in one.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Matranga & Company, An Accountancy Corporationjmcpafirm.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Matranga & Company is a San Diego CPA firm which provides a wide range of accounting services to enterprising businesses and individuals principally located in Southern California.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | L.F.Hodge & Associates, INClfhodge.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Accounting and tax services” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Yenor & Associatesyenorandassociates.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Correia & Associates, An Accountancy Corporationcorreiaassociates.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Axacoreaxacore.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 4 contacts → |
“Axacore has been helping organizations streamline paper-intensive business processes and automate the flow of documents since 1996.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 76 company matches
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Accounting firm document management companies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
76 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 76 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Accounting firm document management companies by metro in the United States
- Accounting firm document management companies in New York278
- Accounting firm document management companies in Houston183
- Accounting firm document management companies in Los Angeles134
- Accounting firm document management companies in Chicago128
- Accounting firm document management companies in Miami123
- Accounting firm document management companies in Atlanta119
- Accounting firm document management companies in Dallas87
- Accounting firm document management companies in Austin84
- Accounting firm document management companies in Orlando72
- Accounting firm document management companies in Denver66
- Accounting firm document management companies in San Francisco66
- Accounting firm document management companies in Phoenix62
- Accounting firm document management companies in Portland62
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- Accounting firm document management companies in San Antonio53
- Accounting firm document management companies in Las Vegas52
- Accounting firm document management companies in Columbus48
- Accounting firm document management companies in Jacksonville47
- Accounting firm document management companies in Seattle44
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- Accounting firm document management companies in Boston40
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- Accounting firm document management companies in Salt Lake City31
- Accounting firm document management companies in Louisville30
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- Accounting firm document management companies in Colorado Springs29
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- Accounting firm document management companies in Scottsdale26
- Accounting firm document management companies in Alexandria25
- Accounting firm document management companies in Cleveland25
- Accounting firm document management companies in Tucson25
Questions about this company list
What does Exact match mean for accounting firm document management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many accounting firm document management companies did RevenueBase find based in San Diego, United States?
The saved snapshot records 76 matching company records, 1,140 tracked contacts and 278 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Accounting firm document management companies by geography
- Accounting firm document management companies based in the United States
- Accounting firm document management companies based in Brazil
- Accounting firm document management companies based in the United Kingdom
- Accounting firm document management companies based in France
- Accounting firm document management companies based in Canada
- Accounting firm document management companies based in Australia
- Accounting firm document management companies based in Italy
- Accounting firm document management companies based in Germany
- Accounting firm document management companies based in the Netherlands
- Accounting firm document management companies based in South Africa
- Accounting firm document management companies based in Sweden
- Accounting firm document management companies based in Belgium
Cite this list
RevenueBase Data Team. Top 25 accounting firm document management companies based in San Diego, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/accounting-firm-document-management-companies/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Accounting firm document management companies based in the United States
- Accounting firm document management companies based in Brazil
- Accounting firm document management companies based in the United Kingdom
- Accounting firm document management companies based in France
- Accounting firm document management companies based in Canada
- Accounting firm document management companies based in Australia
Company intelligence · public preview
Top 25 accounting firm document management companies based in San Diego, United States
RevenueBase records 76 matching company records for accounting firm document management companies based in San Diego, United States, with 1,140 tracked contacts and 278 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 accounting firm document management companies based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Considine & Considinecccpa.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 102 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Knox Servicesknoxservices.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 78 contacts → |
“Knox Services provides total document solutions to select clients throughout the nation-and has since 1972!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | JGD & Associates LLPjgd.cpa HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 66 contacts → |
“JGD & Associates is a full service CPA and advisory firm serving the San Diego area for over 40 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Leaf & Cole, LLPleafcole.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 49 contacts → |
“Leaf & Cole, LLP is one of the largest single office accounting firms in San Diego, California - America's Finest City.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Christy White, INCchristywhite.com HQ: San Diego, United StatesReported employees: 51-200 | San Diego, United States | 51-200 | Exact match | 46 contacts → |
“Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Levitzackslevitzacks.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 44 contacts → |
“LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | AB Tawil & Associatesabtawil.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Louis Tommasino CPA & Associatestommasino-cpa.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mead Consulting Groupmeadcg.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 16 contacts → |
“Who are we?” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | IB CPAibcpa.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 13 contacts → |
“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!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Profitwise Accountingprofitwiseaccounting.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 12 contacts → |
“Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lyons Accountancy Grouplyonscpagroup.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Wilson & Associates, Cpaswilsoncpa.net HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 8 contacts → |
“Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Oliva & Associates Cpas, APColivacpa.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“We view every client relationship like a partnership and truly believe that our success is a result of your success.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bbbs INCbbbsinc.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“An accounting and bookkeeping services company with offices in California, Arizona, and Calgary, Alberta Canada.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SAN Diego, CPA A Professional TAX & Accountancy Corporationsandiegocpas.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 7 contacts → |
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | CWDLcwdl.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“When it comes to organizational finances in heavily regulated industries, the devil is in the details.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Blum & Clark, Certified Public Accountants, LLPblumandclark.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 5 contacts → |
“Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Schwartz & Schwartz Hedgi AIhedgi.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 5 contacts → |
“Welcome to the integrated future of financial excellence – Hedgi AI meets Schwartz & Schwartz, your expert advisors and innovative solution providers in one.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Matranga & Company, An Accountancy Corporationjmcpafirm.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Matranga & Company is a San Diego CPA firm which provides a wide range of accounting services to enterprising businesses and individuals principally located in Southern California.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | L.F.Hodge & Associates, INClfhodge.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“Accounting and tax services” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Yenor & Associatesyenorandassociates.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Correia & Associates, An Accountancy Corporationcorreiaassociates.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Axacoreaxacore.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 4 contacts → |
“Axacore has been helping organizations streamline paper-intensive business processes and automate the flow of documents since 1996.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 76 company matches
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Accounting firm document management companies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
76 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 76 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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Questions about this company list
What does Exact match mean for accounting firm document management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many accounting firm document management companies did RevenueBase find based in San Diego, United States?
The saved snapshot records 76 matching company records, 1,140 tracked contacts and 278 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Accounting firm document management companies by geography
- Accounting firm document management companies based in the United States
- Accounting firm document management companies based in Brazil
- Accounting firm document management companies based in the United Kingdom
- Accounting firm document management companies based in France
- Accounting firm document management companies based in Canada
- Accounting firm document management companies based in Australia
- Accounting firm document management companies based in Italy
- Accounting firm document management companies based in Germany
- Accounting firm document management companies based in the Netherlands
- Accounting firm document management companies based in South Africa
- Accounting firm document management companies based in Sweden
- Accounting firm document management companies based in Belgium
Cite this list
RevenueBase Data Team. Top 25 accounting firm document management companies based in San Diego, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/accounting-firm-document-management-companies/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Accounting firm document management companies based in the United States
- Accounting firm document management companies based in Brazil
- Accounting firm document management companies based in the United Kingdom
- Accounting firm document management companies based in France
- Accounting firm document management companies based in Canada
- Accounting firm document management companies based in Australia