Company lists · Data refreshed September 2026
Top 25 Finance and accounting outsourcing companies based in San Diego, United States
RevenueBase identified 52 finance and accounting outsourcing companies headquartered in San Diego, United States as of September 2026 and tracks 785 professional contacts across them, including 182 with verified work emails and 227 with mobile numbers. Across the United States, New York is the largest hub for this category (122 companies); San Diego has 51.
This list covers finance and accounting outsourcing 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 12, 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 25 largest finance and accounting outsourcing companies based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 120 contacts → | ||||
Partial evidence “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 2 | 39 contacts → | ||||
Strong 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 12, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 12, 2026Thanks. The Data Team will review it. | |||||
| 4 | 19 contacts → | ||||
Partial evidence “When your business needs actionable insights from the story your financial data is telling you, turn to us.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 12, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Strong evidence “Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “RG Alliance is an outsourced back-office support and bookkeeping firm based in San Diego, California.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Partial evidence “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Strong 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 12, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Partial evidence “An accounting and bookkeeping services company with offices in California, Arizona, and Calgary, Alberta Canada.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Partial evidence “You should be focused on growing your business, not on keeping your own books or creating financials.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “Client-Centric Finance & Accounting plus Fractional Advisory Services” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Founded in 2018, based in San Diego and with over 25 full time employees, we are a premier accounting and bookkeeping company.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Bookkeeping that cares about your business as much as you do.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “Are you feeling overwhelmed by the constant juggling act of managing your business finances alongside all your other responsibilities?” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Strong evidence “Contributing to the financial success of small businesses, Jaec Consulting is dedicated to providing professional, outsourced bookkeeping and accounting solutions with an in-house…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Account On Me for all of your accounting needs!” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Partial evidence “ESP Accounting is dedicated to serving nonprofit organizations in California.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Strong bookkeeping professional skilled in: • Financial statement preparation which includes the Income Statement, Balance Sheet and Statement of Cash Flows, • Full cycle…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 12, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Managing your bottom-line is the difference between success and failure.” We understand managing your finances can be overwhelming, but they don’t have to be.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “We take care of your hot financial mess so you can focus on you, boo Want to work with us?” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “At Vehar Consulting, we believe that every business deserves more than just basic bookkeeping.” Source: RevenueBase Database · checked Sep 12, 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: finance and accounting outsourcing 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 finance and accounting outsourcing companies.
- Partial evidence
- Its own public description names part of finance and accounting outsourcing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name finance and accounting outsourcing 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 25 of 52 finance and accounting outsourcing companies based in San Diego, United States
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Finance and accounting outsourcing companies based in San Diego, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.0dCompany record updated
Median 75.0dHow 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 finance and accounting outsourcing 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 “finance and accounting outsourcing 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 finance and accounting outsourcing 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 finance and accounting outsourcing 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, 182 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 12, 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.
Finance and accounting outsourcing companies by metro in the United States
- Finance and accounting outsourcing companies in New York122
- Finance and accounting outsourcing companies in Houston94
- Finance and accounting outsourcing companies in Los Angeles89
- Finance and accounting outsourcing companies in Austin73
- Finance and accounting outsourcing companies in Atlanta53
- Finance and accounting outsourcing companies in Dallas53
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 finance and accounting outsourcing 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 finance and accounting outsourcing companies are there based in San Diego, United States?
RevenueBase identified 52 finance and accounting outsourcing 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?
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 finance and accounting outsourcing companies?
New York leads the United States with 122 headquartered companies, followed by Houston (94) and Los Angeles (89). San Diego has 51.
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 182 verified decision-maker contacts tracked across these 52 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 12, 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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