Company lists · Data refreshed September 2026

Top 25 Financial management companies for software firms based in the United States

RevenueBase identified 1,282 financial management companies for software firms headquartered in the United States as of September 2026 and tracks 7,816 professional contacts across them, including 2,859 with verified work emails. New York is the largest hub.

This list covers financial management companies for software firms headquartered in the 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 28, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
1,282Companies
7,816Contacts tracked
2,859Verified emails
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The 25 largest financial management companies for software firms based in the United States

Ranked by team size
Top 25 of 1,282 financial management companies for software firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial management companies for software firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 2026n/a913 contacts →

Partial evidence

“B Consulting provides a plug-and-play financial operations team for high-growth startups.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceWest Hollywood, CA, United StatesHQ checked Sep 28, 2026201-500398 contacts →

Indirect evidence

“Helping architects and engineers run more profitable businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceGranite Bay, CA, United StatesHQ checked Sep 28, 2026201-500298 contacts →

Strong evidence

“Montgomery Pacific Corporation (MontPac) is an outsourced accounting and financial management firm with personnel in the US, UK, and the Philippines.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceFremont, CA, United StatesHQ checked Sep 28, 2026201-500200 contacts →

Indirect evidence

“myStartUpCFO brings you all the CFO you’ll need.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceLos Angeles, United StatesHQ checked Sep 28, 2026201-500175 contacts →

Indirect evidence

“Indinero is on a mission to help every business realize its potential.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200134 contacts →

Indirect evidence

“Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceRed Bank, NJ, United StatesHQ checked Sep 28, 202651-200109 contacts →

Indirect evidence

“We Make Your Business Operations Comfortable.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceMonroeville, PA, United StatesHQ checked Sep 28, 202651-200109 contacts →

Partial evidence

“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceManteca, CA, United StatesHQ checked Sep 28, 202651-20083 contacts →

Partial evidence

“Clarity Of Your Business Financials Without The Accounting Headache If you are a struggling small business owner you are probably frustrated by your cash flow and financial system.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 28, 202651-20077 contacts →

Indirect evidence

“HC Global Business Solutions, LLC provides you with quality, cost-effective, scalable finance and accounting services, delivered by experienced professionals applying…”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceFully Remote, United StatesHQ checked Sep 28, 202651-20074 contacts →

Partial evidence

“We handle the financial operations so small businesses don’t have to.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20068 contacts →

Strong evidence

“Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceNorth Bethesda, MD, United StatesHQ checked Sep 28, 202651-20065 contacts →

Indirect evidence

“Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceDallas, TX, United StatesHQ checked Sep 28, 202651-20064 contacts →

Indirect evidence

“Founded in 2001, Venturity is a leading finance and accounting services firm in Dallas, TX.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceSt Louis, MO, United StatesHQ checked Sep 28, 202651-20062 contacts →

Partial evidence

“The Charity CFO helps nonprofit leaders by creating clarity and understanding of their organization’s financial position, modernizing financial operations, and bringing the focus…”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceDelaware, DE, United StatesHQ checked Sep 28, 202611-5054 contacts →

Partial evidence

“Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 28, 202651-20054 contacts →

Indirect evidence

“Ravix Group is the leading provider of outsourced accounting, fractional CFO, HR consulting, and liquidation/orderly wind-downs services in the Silicon Valley.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 202611-5051 contacts →

Partial evidence

“Crew supports high-growth businesses with management accounting, CFO, FP & A and HR services.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceNew York, TX, United StatesHQ checked Sep 28, 202651-20048 contacts →

Indirect evidence

“The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceLancaster, PA, United StatesHQ checked Sep 28, 202611-5045 contacts →

Strong evidence

“RKL Virtual Management Solutions helps organizations achieve next-level growth by optimizing and managing your accounting, financial management and workforce functions.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceAmerican Fork, UT, United StatesHQ checked Sep 28, 202651-20044 contacts →

Indirect evidence

“LedgerGurus enables small businesses to increase revenues and profits through specialized and affordable accounting services.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceWashington, DC, United StatesHQ checked Sep 28, 202651-20044 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceBrentwood, TN, United StatesHQ checked Sep 28, 202651-20041 contacts →

Indirect evidence

“GrowthForce, a G&A Partners Company, is a trusted partner helping business owners focus on growth, not getting buried in numbers.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceFort Washington, PA, United StatesHQ checked Sep 28, 202611-5040 contacts →

Partial evidence

“G-Squared Partners, LLC provides part time CFO services and financial and strategic consulting to venture backed and emerging growth companies in the greater Philadelphia Area.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceWalnut Creek, CA, United StatesHQ checked Sep 28, 202611-5040 contacts →

Indirect evidence

“Bookr provides the product, processes, and people to seamlessly enable enterprise-grade accounting and finance support exclusively to nonprofits.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 1,282 financial management companies for software firms based in the United States

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Financial management companies for software firms based in the United States at a glance

As of Sep 28, 2026
36.6%Verified-email coverage
6.1Average contacts per company
1-10Median size (employees)
4.4%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
1,062
11-50
180
51-200
27
201-500
9
501-1,000
1
1,001-5,000
2
5,001-10,000
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 1,282 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 management companies for software 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 the United States whose own description of what they do matches “financial management companies for software 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 management companies for software 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 management companies for software firms, and records with no verified work email. Companies headquartered outside United States 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, 2,859 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 28, 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.

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 management companies for software 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 management companies for software firms are there based in the United States?

RevenueBase identified 1,282 financial management companies for software firms headquartered in the 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?

B Consulting, headquartered in Los Angeles, tops this list with the largest team on record.

Which city has the most financial management companies for software firms?

New York leads with 56 headquartered companies, followed by Los Angeles (42) and Austin (32).

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 2,859 verified decision-maker contacts tracked across these 1,282 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 28, 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.