Company lists · Data refreshed September 2026
Top 19 Cfo services companies based in San Diego, United States
RevenueBase identified 35 cfo services companies headquartered in San Diego, United States as of September 2026 and tracks 463 professional contacts across them, including 255 with verified work emails. New York is the largest hub.
This list covers cfo services companies 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 19, 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.
The 19 largest cfo services companies based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 137 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 120 contacts → | ||||
Indirect evidence “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 39 contacts → | ||||
Indirect evidence “Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Strong evidence “The Cash Flow CFO is a leading Fractional CFO firm, distinguished by our expertise in financial management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Indirect evidence “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Strong evidence “Weber CFO is a specialty consulting firm created specifically to provide professional, scalable, and affordable Fractional CFO and Outsource Accounting solutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “Client-Centric Finance & Accounting plus Fractional Advisory Services” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Strong evidence “Accretive Services has separate entities operating in Indiana and San Diego, California Few would argue that the CFO’s job isn’t growing more overwhelming by the day and there…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “At Vehar Consulting, we believe that every business deserves more than just basic bookkeeping.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “My Books and Taxes is a vibrant client-center accounting firm that empowers Lawyers to scale their firms through reliable and accurate financial information allowing them to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “You’ve hit the $1M,$3M, or $5M mark.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “DMG Accounting Accounting offers Fractional CFO and Accounting Solutions for small businesses and nonprofits that require strategic financial support, without the expense of a…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Carmel Valley Financial Solutions LLC (“CVFS”) is an independent consultancy firm committed to working with clients to assist them with understanding their finances, managing…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Strong evidence “We are a business consulting and services firm specializing in finance advisory and fractional CFO services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Welcome to All-In-One Business Solutions, but you can call us AIO, everyone else does.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: cfo services companies. 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 cfo services companies.
- Partial evidence
- Its own public description names part of cfo services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name cfo services companies. 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 19 of 35 cfo services companies based in San Diego, United States
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Cfo services companies based in San Diego, United States at a glance
As of Sep 19, 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 35 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 cfo services companies, 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 “cfo services companies”. 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 cfo services companies), 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 cfo services companies, 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, 255 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 19, 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.
Cfo services companies by metro in the United States
- Cfo services companies in New York145
- Cfo services companies in Los Angeles86
- Cfo services companies in Austin76
- Cfo services companies in Houston73
- Cfo services companies in Dallas71
- Cfo services companies in Atlanta69
- Cfo services companies in Chicago68
- Cfo services companies in Denver60
- Cfo services companies in San Francisco57
- Cfo services companies in Miami43
- Cfo services companies in Tampa37
- Cfo services companies in San Diego35
- Cfo services companies in Charlotte33
- Cfo services companies in Boston31
- Cfo services companies in Portland26
- Cfo services companies in Columbus25
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 cfo services companies, 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 cfo services companies are there based in San Diego, United States?
RevenueBase identified 35 cfo services companies 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?
VAN DEN Boom & Associates LLC, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most cfo services companies?
New York leads with 145 headquartered companies, followed by Los Angeles (86) and Austin (76).
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 255 verified decision-maker contacts tracked across these 35 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 19, 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.
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