Company lists · Data refreshed September 2026
Top 25 Financial accounting consulting firms based in Newport Beach, United States
RevenueBase identified 41 financial accounting consulting firms headquartered in Newport Beach, United States as of September 2026 and tracks 187 professional contacts across them, including 91 with verified work emails. Across the United States, New York is the largest hub for this category (418 companies); Newport Beach has 41.
This list covers financial accounting consulting firms headquartered in Newport Beach, 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 30, 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 financial accounting consulting firms based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 27 contacts → | ||||
Indirect evidence “Cambaliza McGee LLP was founded to respond to the essential need of businesses and their owners to have a CPA who is a business advisor and navigator.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 22 contacts → | ||||
Partial evidence “CAPATA is a full service accounting firm in Orange County, California.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Indirect evidence “Our professional consultants have many years of experience and deliver our full lineup of solutions, including-Fractional CFO & Controller services -Audit & IPO Readiness…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 contacts → | ||||
Indirect evidence “Our Purpose Empowering Entrepreneurs to Thrive - innovating and leading your business.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Strong evidence “PacWest Accounting provides the highest level of accounting and business advisory services with a team of professionals that bring efficiencies, cost savings and financial…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Partial evidence “AURA is a team of specialists that builds your rock-solid financial foundation.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “Certified Public Accountants - Tax and Consulting Representing closely-held businesses, family businesses, and high net worth individuals for over 45 years Tax consulting and tax…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “VISION Our vision is to be the premier trusted partner helping our clients to achieve their goals.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Where financial clarity meets strategic growth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Strong evidence “Core Performance, a Business Consulting and Financial Advisory firm, is located in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “MCE’s area of expertise is focused on providing support to public and privately-held clients across all industries, specifically for companies that do not have the internal…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong evidence “We are an accounting and consulting firm, specializing in working with small businesses.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Mr.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Strong evidence “Established in 1987, Montagna & Associates is a full-service CPA firm providing tax, accounting, and financial planning services to all of Orange County and beyond.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “A boutique CPA firm catering to the needs of Law Firms and their Partners.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Sirvent & Company provides professional consulting services to privately held, middle-market businesses at a level on par with leading corporate consulting firms at a…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Strong evidence “G Financial started in 2019 advising clients on complex finance, and accounting issues.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “NorAsia | Consulting & Advisory U.S.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “Converj, LLC offers accounting advisory and consulting services to startups, growth-stage companies and established businesses in the middle market.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “We are a dynamic accounting firm providing specialized accounting and CFO advisory services to the hospitality world.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “Newport Valuations is a leader in business valuation and consulting.” Source: RevenueBase Database · checked Sep 30, 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: financial accounting 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 financial accounting consulting firms.
- Partial evidence
- Its own public description names part of financial accounting consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial accounting 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 41 financial accounting consulting firms based in Newport Beach, United States
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Financial accounting consulting firms based in Newport Beach, United States at a glance
As of Sep 30, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 41 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 financial accounting 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 Newport Beach, United States whose own description of what they do matches “financial accounting 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 financial accounting 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 financial accounting consulting firms, and records with no verified work email. Companies headquartered outside Newport Beach 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, 91 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 30, 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.
Financial accounting consulting firms by metro in the United States
- Financial accounting consulting firms in New York418
- Financial accounting consulting firms in Houston240
- Financial accounting consulting firms in Chicago192
- Financial accounting consulting firms in Atlanta191
- Financial accounting consulting firms in Los Angeles177
- Financial accounting consulting firms in Miami149
- Financial accounting consulting firms in Dallas135
- Financial accounting consulting firms in Austin127
- Financial accounting consulting firms in Denver119
- Financial accounting consulting firms in San Diego110
- Financial accounting consulting firms in San Francisco103
- Financial accounting consulting firms in Tampa95
- Financial accounting consulting firms in Orlando84
- Financial accounting consulting firms in Phoenix80
- Financial accounting consulting firms in Charlotte78
- Financial accounting consulting firms in Portland74
- Financial accounting consulting firms in Irvine71
- Financial accounting consulting firms in Washington71
- Financial accounting consulting firms in Las Vegas67
- Financial accounting consulting firms in Boston64
- Financial accounting consulting firms in Columbus62
- Financial accounting consulting firms in Indianapolis61
- Financial accounting consulting firms in San Antonio60
- Financial accounting consulting firms in St. Louis59
- Financial accounting consulting firms in Philadelphia58
- Financial accounting consulting firms in Seattle57
- Financial accounting consulting firms in Jacksonville56
- Financial accounting consulting firms in Birmingham55
- Financial accounting consulting firms in Cincinnati54
- Financial accounting consulting firms in Pittsburgh54
- Financial accounting consulting firms in Nashville52
- Financial accounting consulting firms in Raleigh52
- Financial accounting consulting firms in San Jose52
- Financial accounting consulting firms in Boca Raton50
- Financial accounting consulting firms in Columbia49
- Financial accounting consulting firms in Scottsdale48
- Financial accounting consulting firms in Salt Lake City45
- Financial accounting consulting firms in Minneapolis44
- Financial accounting consulting firms in Omaha44
- Financial accounting consulting firms in Coral Gables43
- Financial accounting consulting firms in Fort Lauderdale42
- Financial accounting consulting firms in Greenville40
- Financial accounting consulting firms in Louisville40
- Financial accounting consulting firms in Sacramento39
- Financial accounting consulting firms in Wilmington39
- Financial accounting consulting firms in Oklahoma City37
- Financial accounting consulting firms in Baltimore36
- Financial accounting consulting firms in Cleveland36
- Financial accounting consulting firms in Bellevue35
- Financial accounting consulting firms in Colorado Springs35
- Financial accounting consulting firms in Glendale35
- Financial accounting consulting firms in Plano35
- Financial accounting consulting firms in Lexington34
- Financial accounting consulting firms in Tucson34
- Financial accounting consulting firms in Fort Worth33
- Financial accounting consulting firms in Overland Park33
- Financial accounting consulting firms in Grand Rapids32
- Financial accounting consulting firms in Richmond32
- Financial accounting consulting firms in Albuquerque31
- Financial accounting consulting firms in Alexandria31
- Financial accounting consulting firms in Melville31
- Financial accounting consulting firms in Tulsa31
- Financial accounting consulting firms in Baton Rouge29
- Financial accounting consulting firms in Knoxville29
- Financial accounting consulting firms in Rockville29
- Financial accounting consulting firms in Brooklyn28
- Financial accounting consulting firms in Canton28
- Financial accounting consulting firms in Reno28
- Financial accounting consulting firms in Springfield28
- Financial accounting consulting firms in Troy28
- Financial accounting consulting firms in Fresno27
- Financial accounting consulting firms in Madison27
- Financial accounting consulting firms in Marietta27
- Financial accounting consulting firms in Rochester27
- Financial accounting consulting firms in St. Petersburg27
- Financial accounting consulting firms in Woodland Hills27
- Financial accounting consulting firms in Alpharetta26
- Financial accounting consulting firms in Lakewood26
- Financial accounting consulting firms in Boise25
- Financial accounting consulting firms in Pasadena25
- Financial accounting consulting firms in Roseville25
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 financial accounting 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 financial accounting consulting firms are there based in Newport Beach, United States?
RevenueBase identified 41 financial accounting consulting firms headquartered in Newport Beach, 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?
Cambaliza Mcgee LLP, headquartered in Newport Beach, tops this list with the largest team on record.
Which city in the United States has the most financial accounting consulting firms?
New York leads the United States with 418 headquartered companies, followed by Houston (240) and Chicago (192). Newport Beach has 41.
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 91 verified decision-maker contacts tracked across these 41 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 30, 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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