Company lists · Data refreshed September 2026

Top 20 Accounting firm financial planning consultants based in Bend, United States

Name: Accounting firm financial planning consultants based in Bend, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 26 companies tracked

RevenueBase identified 26 company matches for accounting firm financial planning consultants associated with Bend, United States as of September 2026 and tracks 117 professional contacts across them, including 55 with verified work emails. Across the United States, New York is the largest hub for this category (735 companies); Bend has 26.

This list covers company matches for accounting firm financial planning consultants associated with Bend, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

26Companies

117Contacts tracked

55Verified emails

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The 20 largest accounting firm financial planning consultants based in Bend, United States

Ranked by team size

Top 20 of 26 company matches for accounting firm financial planning consultants based in Bend, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Compass Cpa, PC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “For a fraction of the cost of hiring internally, our Virtual Controller, Accountant, and CFO services partner you up with a dedicated team of virtual accountants, CPAs, tax…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Callan Accounting CPA & Advisors, LLC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Callan Accounting, CPAs & Advisors was founded by Stephen Callan in 1982 with the philosophy of offering solutions that will build value in your business while easing your…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Riley Wigle Cpas, LLC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Riley Wigle CPA’s is committed to providing accounting, tax, financial reporting, and consulting services with a level of client service that distinguishes us from our competition.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Procfo	Exact match	Bend, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “Businesses that have a plan, able to clearly identify their value proposition, and have control of their finances have a better chance of avoiding the crash and burn of 80% of…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Bend Wealth Advisors	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “You lead a busy life, but you know that putting your financial future on the back burner is not in your best interest.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	True Wealth Group	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “Our firm was built for and around our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Axia Wealth Management, INC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match “Axia Wealth Management is a firm built around our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Azure TAX And Accounting LLC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match “Our mission is to make tax and accounting understandable through CLEAR and concise communication.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Green Lakes Accounting & TAX Services, LLC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match “Green Lakes provides a wide range of affordable tax preparation and consulting services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Chris Mahr Associates Cpas	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match “Chris Mahr + Associates CPAs is a full-service accounting firm serving clients throughout the Central Oregon area, dedicated to providing our clients with professional…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Miller Ferrari Wealth Management	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match “We are an independent financial planning firm that takes a team approach, utilizing subject matter experts for Financial Planning, Tax, Legal, Money Management and Insurance to…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Klein Investment Strategies, LLC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	Sherpa Wealth Strategies, LLC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Sherpa Wealth Strategie is a comprehensive financial services firm in Bend, Oregon committed to helping you improve your long-term financial success.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Capstone Certified Public Accountants LLC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	51-200	1 contacts →
	Exact match “Capstone CPAs is a leading integrated accounting firm in the Pacific Northwest offering a wide array of services to small and large clients alike.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Mode Hanus, LLP	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Serving the accounting needs of individuals and businesses throughout Central Oregon and Bend.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Gray Wealth Strategies	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “I love the opportunity to bring confidence and clarity to those in retirement or approaching retirement so that they can have the time to live their best days of financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Catalyst Accounting LLC	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “At Catalyst Accounting, we provide trusted, comprehensive financial services to help businesses grow with confidence.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Tyler Accounting LLP	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “At Tyler Accounting LLP we pride ourselves on our ability to provide our services in a professional yet personal way.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Hanson & Co. P.C.Certified Public Accountants	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Hanson & Co.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Guardian CFO	Exact match	Bend, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Guardian CFO is a consulting firm that serves companies nation-wide from Bend, Oregon.” 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 financial planning consultants”. 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 20 of 26 accounting firm financial planning consultants based in Bend, United States

See the full list, filter by size, metro and specialty, and access 55 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Accounting firm financial planning consultants based in Bend, United States at a glance

As of Sep 27, 2026

47.0%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

Sep 27, 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 Bend, so it is reported there. Company counts and contact totals on this page are exact for Bend, over 26 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 Bend, United States whose business descriptions match “accounting firm financial planning consultants” 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 55 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 financial planning consultants by metro in the United States

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 financial planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many accounting firm financial planning consultants are there based in Bend, United States?

RevenueBase identified 26 company matches for accounting firm financial planning consultants associated with Bend, 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?

Compass Cpa, PC 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 financial planning consultants?

New York leads the United States with 735 company records, followed by Houston (500) and Atlanta (350). Bend has 26.

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 55 professional contacts with verified work emails tracked across these 26 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.

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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.