Company lists · Data refreshed October 2026

Top 25 Bookkeeping services for investment companies based in the United States

RevenueBase identified 1,879 company matches for bookkeeping services for investment companies associated with the United States as of October 2026 and tracks 4,938 professional contacts across them, including 1,161 with verified work emails. New York is the largest hub.

This list covers company matches for bookkeeping services for investment companies associated with the 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 October 22, 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 Oct 22, 2026 How this list was built
1,879Companies
4,938Contacts tracked
1,161Verified emails
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The 25 largest bookkeeping services for investment companies based in the United States

Ranked by team size
Top 25 of 1,879 company matches for bookkeeping services for investment companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew City, NY, United StatesHQ recorded Oct 22, 202611-5058 contacts →

Exact match

“Not more than 5 minutes of your day will be spent on your bookkeeping,we will do it all.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2Exact matchSeminole, TX, United StatesHQ recorded Oct 22, 202651-20055 contacts →

Exact match

“South Plains Implement Ltd is an Accounting company located at 204 North Highway 385, Seminole, Texas 79360.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
3Exact matchKnoxville, TN, United StatesHQ recorded Oct 22, 202651-20037 contacts →

Exact match

“Entrepreneurs and small businesses have a passion for their products or services.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4Exact matchSalt Lake City, UT, United StatesHQ recorded Oct 22, 202611-5037 contacts →

Exact match

“We build accounting systems for service providers such as marketing agencies, law firms, IT companies, and creative teams.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5Exact matchMinneapolis, MN, United StatesHQ recorded Oct 22, 202611-5037 contacts →

Exact match

“Prudent Accountants is a smart organization, conceived and designed to add value to your business.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6Exact matchHouston, TX, United StatesHQ recorded Oct 22, 202611-5035 contacts →

Exact match

“Cerboni is an All-in-One Bookkeeping and Financial Solutions firm that specializes in the Restaurant industry.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7Exact matchMiami, FL, United StatesHQ recorded Oct 22, 202611-5033 contacts →

Exact match

“At Greenlight Financial, our goal is to assist small-to-medium size businesses with their financial accounting and bookkeeping needs.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8Exact matchDallas, TX, United StatesHQ recorded Oct 22, 202651-20028 contacts →

Exact match

“We specialize in bookkeeping with easy-to-understand reporting, financial statement analysis for strategic decision-making, state and local tax compliance, payroll processing, BI…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9Exact matchDallas, TX, United StatesHQ recorded Oct 22, 202611-5026 contacts →

Exact match

“We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Oct 22, 202611-5024 contacts →

Exact match

“ACI is the leading provider of FinOp and regulatory reporting services for U.S.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Oct 22, 202611-5024 contacts →

Exact match

“The RMG Group provides comprehensive internal accounting support for small to mid-market businesses, startups, entrepreneurs, and sole proprietors.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12Exact matchHerndon, VA, United StatesHQ recorded Oct 22, 202611-5024 contacts →

Exact match

“Datastub provides specialized outsourced accounting services for U.S.based small and mid-sized businesses.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13Exact matchIrvine, CA, United StatesHQ recorded Oct 22, 202611-5024 contacts →

Exact match

“Irvine Bookkeeping is a bookkeeping firm in Irvine, California, providing monthly bookkeeping, QuickBooks cleanup, catch-up bookkeeping, and trust account (IOLTA) bookkeeping for…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14Exact matchDeland, FL, United StatesHQ recorded Oct 22, 202611-5023 contacts →

Exact match

“Dreggors, Rigsby and Teal is a full-service financial firm based in DeLand, Florida.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15Exact matchCincinnati, OH, United StatesHQ recorded Oct 22, 202611-5022 contacts →

Exact match

“For over 10 years, CPN Legal has focused on helping lawyers succeed in business and our employees succeed in their careers.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
16Exact matchMetairie, LA, United StatesHQ recorded Oct 22, 202611-5022 contacts →

Exact match

“We strongly believe that to know your business you have to know your numbers!”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17Exact matchMetairie, LA, United StatesHQ recorded Oct 22, 202611-5021 contacts →

Exact match

“As a locally owned and staffed Louisiana business, we understand the challenges and rewards of running a small business.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18Exact matchShelbyville, TN, United StatesHQ recorded Oct 22, 20261-1021 contacts →

Exact match

“Our business began in the basement of the owner, Carla Ralston, where she did just a few tax returns a year.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19Exact matchSilver Spring, MD, United StatesHQ recorded Oct 22, 202611-5020 contacts →

Exact match

“Concierge Bookkeeping Service Specializing in Non-Profits | Service Industry/Restaurants | Government Contactors | Law Firms | Construction | High Wealth Individuals | Small…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
20Exact matchAtlanta, GA, United StatesHQ recorded Oct 22, 202611-5018 contacts →

Exact match

“Lindeman Financial Group is a boutique accounting and bookkeeping firm that has been providing clients with the highest level of service since 2007.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21Exact matchGlenview, IL, United StatesHQ recorded Oct 22, 202611-5018 contacts →

Exact match

“At Ledgers Inc, we act as your outsourced accounting department, helping you navigate the complexities of financial management.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
22Exact matchCambridge, United StatesHQ recorded Oct 22, 202611-5018 contacts →

Exact match

“With 7+ years of experience and 150+ clients served, A&I Financials delivers tailored financial services powered by industry-leading tools like QuickBooks, Xero, Sage, and…”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
23Exact matchParsippany, NJ, United StatesHQ recorded Oct 22, 202611-5018 contacts →

Exact match

“At Ceptrum, we help small businesses and industry leaders overcome their biggest accounting and bookkeeping challenges without the high costs of in-house teams.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
24Exact matchDeer Park, IL, United StatesHQ recorded Oct 22, 202611-5017 contacts →

Exact match

“LJ Soldinger Associates is an Accounting company located at 21925 Field Parkway, Suite 240, Deer Park, IL 60010, United States.”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25Exact matchDenver, CO, United StatesHQ recorded Oct 22, 202611-5015 contacts →

Exact match

“Welcome to Reliabledger – Your Trusted Partner for Outsourced Accounting Services!”

Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase

Showing 25 of 1,879 bookkeeping services for investment companies based in the United States

See the full list, filter by size, metro and specialty, and access 1,161 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Bookkeeping services for investment companies based in the United States at a glance

As of Oct 22, 2026
23.5%Verified-email coverage
2.6Average contacts per company
1-10Median size (employees)
2.1%Largest-city concentration · New York
Oct 22, 2026Page data refreshed

Companies by employee count

1-10
1,718
11-50
139
51-200
15
201-500
3
1,001-5,000
1
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,879 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 the United States whose business descriptions match “bookkeeping services for investment 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 1,161 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 October 22, 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.

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 “bookkeeping services for investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many bookkeeping services for investment companies are there based in the United States?

RevenueBase identified 1,879 company matches for bookkeeping services for investment companies associated with the United States as of October 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?

Powered Books tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most bookkeeping services for investment companies?

New York leads with 40 company records, followed by Houston (37) and Los Angeles (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 1,161 professional contacts with verified work emails tracked across these 1,879 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 October 22, 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.