Company lists · Data refreshed September 2026

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

Name: Cfo 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 27, 2026 83 companies tracked

RevenueBase identified 83 company matches for cfo consulting firms associated with San Diego, United States as of September 2026 and tracks 777 professional contacts across them, including 441 with verified work emails. Across the United States, New York is the largest hub for this category (318 companies); San Diego has 83.

This list covers company matches for cfo consulting firms 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.

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

83Companies

777Contacts tracked

441Verified emails

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

Ranked by team size

Top 25 of 83 company matches for cfo consulting firms based in San Diego, 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	VAN DEN Boom & Associates LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	51-200	137 contacts →
	Exact match “van den Boom & Associates is a life sciences focused firm that that specializes in supporting VC backed life science companies through outsourced finance, accounting, contracts…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Optima Office, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	51-200	120 contacts →
	Exact match “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	JGD & Associates LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	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	PBO Advisory Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	51-200	55 contacts →
	Exact match “At PBO Advisory Group, we assess, outsource, and advise in the areas of accounting & finance, human resources, human capital consulting, and business operations to increase…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	PKF SAN Diego, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	52 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Lohman & Associates, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	39 contacts →
	Exact match “Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Invictus Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	1-10	23 contacts →
	Exact match “Invictus Advisors helps business owners manage and improve their cash flow.in other words we stop the feast and famine of your business from month to month.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Signature Analytics	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	51-200	19 contacts →
	Exact match “When your business needs actionable insights from the story your financial data is telling you, turn to us.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	kept.pro	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	18 contacts →
	Exact match “At kept.pro, we're on a mission to provide businesses with the financial information and insight they need to compete effectively.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Accuvisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “Whether you're seeking to improve financial visibility, streamline operations, or achieve tax savings, our experienced team is committed to guiding you to success.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Mead Consulting Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	16 contacts →
	Exact match “Who are we?” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Meletis & Munsch LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	16 contacts →
	Exact match “Meletis & Munsch, LLP is a full service CPA firm located in Del Mar, CA.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	IB CPA	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	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
14	The Cash Flow CFO	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “The Cash Flow CFO is a leading Fractional CFO firm, distinguished by our expertise in financial management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Cabrillo Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Cabrillo Advisors provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Twin Oaks LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	1-10	10 contacts →
	Exact match “Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Lyons Accountancy Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	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
18	Paragon Accountants	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	1-10	8 contacts →
	Exact match “Paragon Accounting Group, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Simplexity Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	7 contacts →
	Exact match “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Hampton Nonprofit Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	1-10	5 contacts →
	Exact match “Hampton Nonprofit Management is referral-only boutique consulting firm that provides CFO / COO / Executive Director support and ongoing management services to nonprofit and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Yenor & Associates	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	1-10	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
22	Modis Advisors P.C	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Accretive Of SAN Diego, LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	11-50	3 contacts →
	Exact match “Most Finance professionals would agree that the CFO’s job is growing more overwhelming by the day and there needs to be more on-target, self-funding support services for CFO’s.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Achieve Accounting	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Achieve Accounting Consulting provides accounting, book-keeping, payroll, and consulting services to business in San Diego.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Weber CFO	Exact match	San Diego, CA, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “Weber CFO is a specialty consulting firm created specifically to provide professional, scalable, and affordable Fractional CFO and Outsource Accounting solutions.” 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 “cfo consulting firms”. 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 83 cfo consulting firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 441 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 27, 2026

56.8%Verified-email coverage

9.4Average 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 San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 83 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 “cfo consulting firms” 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 441 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.

Cfo consulting firms 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 “cfo consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 83 company matches for cfo consulting firms 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?

VAN DEN Boom & Associates LLC 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 cfo consulting firms?

New York leads the United States with 318 company records, followed by Atlanta (169) and Houston (167). San Diego has 83.

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 441 professional contacts with verified work emails tracked across these 83 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.