Company lists · Data refreshed September 2026

Top 25 Bookkeeping consulting firms based in San Diego, United States

Name: Bookkeeping consulting firms 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 28, 2026 154 companies tracked

RevenueBase identified 154 bookkeeping consulting firms headquartered in San Diego, United States as of September 2026 and tracks 1,354 professional contacts across them, including 411 with verified work emails. Across the United States, New York is the largest hub for this category (377 companies); San Diego has 154.

This list covers bookkeeping consulting firms 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 28, 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 28, 2026 86% judged on-target in blind review

154Companies

1,354Contacts tracked

411Verified emails

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The 25 largest bookkeeping consulting firms based in San Diego, United States

Ranked by team size

Top 25 of 154 bookkeeping consulting firms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to bookkeeping consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Optima Office, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	51-200	120 contacts →
	Indirect evidence “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Source: RevenueBase Database · checked Sep 28, 2026
2	Considine & Considine	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
3	JGD & Associates LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
4	PKF SAN Diego, LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
5	Levitzacks	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
6	AB Tawil & Associates	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
7	Back Office Support Solutions	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 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 28, 2026
8	Signature Analytics	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 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 28, 2026
9	Accuvisors	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
10	Louis Tommasino CPA & Associates	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect 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 28, 2026
11	Mead Consulting Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Who are we?” Source: RevenueBase Database · checked Sep 28, 2026
12	IB CPA	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 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 28, 2026
13	Booxkeeping Corp	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Do you have a handle on how much your company made or lost in the last month?” Source: RevenueBase Database · checked Sep 28, 2026
14	Wastvedt & Company	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial 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 28, 2026
15	Profitwise Accounting	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…” Source: RevenueBase Database · checked Sep 28, 2026
16	Allen Barron, INC	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “No other firm does what we do!” Source: RevenueBase Database · checked Sep 28, 2026
17	Twin Oaks LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.” Source: RevenueBase Database · checked Sep 28, 2026
18	RG Alliance Group LLC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “RG Alliance is an outsourced back-office support and bookkeeping firm based in San Diego, California.” Source: RevenueBase Database · checked Sep 28, 2026
19	Lyons Accountancy Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 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 28, 2026
20	Simplexity Services	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Source: RevenueBase Database · checked Sep 28, 2026
21	Shapiro & Co., An Accountancy Corporation	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Since 1993, Shapiro & Co.” Source: RevenueBase Database · checked Sep 28, 2026
22	Rise Consulting Group, LLC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 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 28, 2026
23	Bbbs INC	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 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 28, 2026
24	Cashuk Wiseman Goldberg Birnbaum & Salem LLP	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect 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 28, 2026
25	Thrive Business Services	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Feeling overwhelmed about your business finances?” Source: RevenueBase Database · checked Sep 28, 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: bookkeeping consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

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

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

Showing 25 of 154 bookkeeping consulting firms based in San Diego, United States

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Bookkeeping consulting firms based in San Diego, United States at a glance

As of Sep 28, 2026

30.4%Verified-email coverage

8.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

119

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 154 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 bookkeeping consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in San Diego, United States whose own description of what they do matches “bookkeeping consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names bookkeeping consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among bookkeeping consulting firms, 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, 411 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 28, 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.

Bookkeeping consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

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

How many bookkeeping consulting firms are there based in San Diego, United States?

RevenueBase identified 154 bookkeeping consulting firms 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?

Optima Office, INC, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most bookkeeping consulting firms?

New York leads the United States with 377 headquartered companies, followed by Houston (287) and Los Angeles (214). San Diego has 154.

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 411 verified decision-maker contacts tracked across these 154 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 28, 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.