Company lists · Data refreshed September 2026

Top 25 Financial outsourcing companies based in the United States

Name: Financial outsourcing companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 2,451 companies tracked

RevenueBase identified 2,451 financial outsourcing companies headquartered in the United States as of September 2026 and tracks 16,774 professional contacts across them, including 5,204 with verified work emails. New York is the largest hub.

This list covers financial outsourcing companies 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 21, 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 21, 2026 86% judged on-target in blind review

2,451Companies

16,774Contacts tracked

5,204Verified emails

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The 25 largest financial outsourcing companies based in the United States

Ranked by team size

Top 25 of 2,451 financial outsourcing companies based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to financial outsourcing companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Boston Financial Data Services	Partial evidence	Kansas City, MO, United StatesHQ checked Sep 21, 2026	10001+	759 contacts →
	Partial evidence “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Source: RevenueBase Database · checked Sep 21, 2026
2	Metriqe Solutions	Indirect evidence	Irving, TX, United StatesHQ checked Sep 21, 2026	201-500	571 contacts →
	Indirect evidence “Founded in 2007, Metriqe Solutions started out as a Hotel Accounting firm in USA.” Source: RevenueBase Database · checked Sep 21, 2026
3	Infosync	Indirect evidence	Wichita, KS, United StatesHQ checked Sep 21, 2026	501-1,000	525 contacts →
	Indirect evidence “In today's fast-paced business landscape, multi-unit companies demand more than just basic operations-they need expert guidance and cutting-edge technology to thrive.” Source: RevenueBase Database · checked Sep 21, 2026
4	Supporting Strategies	Indirect evidence	Beverly, MA, United StatesHQ checked Sep 21, 2026	51-200	415 contacts →
	Indirect evidence “Outsourced Bookkeeping and Controller Services Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses.” Source: RevenueBase Database · checked Sep 21, 2026
5	Outsource Partners International Alumni	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	1,001-5,000	397 contacts →
	Partial evidence “Outsource Partners International (OPI) is a professional services firm dedicated to the outsourcing of finance, accounting, and analytics business processes.” Source: RevenueBase Database · checked Sep 21, 2026
6	OHI	Partial evidence	New York, United StatesHQ checked Sep 21, 2026	201-500	339 contacts →
	Partial evidence “OHI is a specialized finance and real estate accounting outsourcing service provider with operations out of New Delhi (India) since 2006.” Source: RevenueBase Database · checked Sep 21, 2026
7	Unison Globus	Partial evidence	Coral Springs, FL, United StatesHQ checked Sep 21, 2026	201-500	320 contacts →
	Partial evidence “Unison Globus is a global accounting outsourcing and offshore staffing partner dedicated to supporting CPA firms and accounting professionals.” Source: RevenueBase Database · checked Sep 21, 2026
8	Montpac	Partial evidence	Granite Bay, CA, United StatesHQ checked Sep 21, 2026	201-500	298 contacts →
	Partial 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 21, 2026
9	Kindercare Learing Center	Indirect evidence	Portland, OR, United StatesHQ checked Sep 21, 2026	n/a	257 contacts →
	Indirect evidence “Kindercare Learing Center is an Accounting company located in 650 NE Holladay St # 1400, Portland, Oregon, United States.” Source: RevenueBase Database · checked Sep 21, 2026
10	TGG	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 21, 2026	51-200	249 contacts →
	Indirect evidence “The true performance of your business shouldn’t be a mystery.” Source: RevenueBase Database · checked Sep 21, 2026
11	Indinero	Indirect evidence	Los Angeles, United StatesHQ checked Sep 21, 2026	201-500	175 contacts →
	Indirect evidence “Indinero is on a mission to help every business realize its potential.” Source: RevenueBase Database · checked Sep 21, 2026
12	Infinity Globus, A Springline Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 21, 2026	201-500	168 contacts →
	Partial evidence “Infinity Globus, a Springline company, is a leading accounting outsourcing firm with over two decades of industry experience, providing tailored taxation and accounting services…” Source: RevenueBase Database · checked Sep 21, 2026
13	Accounting Solutions	Indirect evidence	Houston, PA, United StatesHQ checked Sep 21, 2026	n/a	149 contacts →
	Indirect evidence “Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Source: RevenueBase Database · checked Sep 21, 2026
14	Vertaccount	Partial evidence	Honolulu, HI, United StatesHQ checked Sep 21, 2026	51-200	134 contacts →
	Partial evidence “Vertaccount is a boutique Finance and Accounting Outsourcing provider with offices and affiliates in the United States, Australia, Singapore and the Philippines.” Source: RevenueBase Database · checked Sep 21, 2026
15	Propeller Industries	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	201-500	123 contacts →
	Indirect evidence “We help great entrepreneurs build great companies.” Source: RevenueBase Database · checked Sep 21, 2026
16	Avitus Group	Indirect evidence	Billings, MT, United StatesHQ checked Sep 21, 2026	201-500	123 contacts →
	Indirect evidence “Avitus Group is a worldwide company that simplifies, strengthens and grows businesses by providing administrative support (Payroll, accounting, taxes, HR and much more.) When a…” Source: RevenueBase Database · checked Sep 21, 2026
17	Glocal Accounting	Indirect evidence	Delaware, DE, United StatesHQ checked Sep 21, 2026	501-1,000	115 contacts →
	Indirect evidence “Welcome to GLOCAL Accounting.” Source: RevenueBase Database · checked Sep 21, 2026
18	Tarsus	Indirect evidence	Washington, DC, United StatesHQ checked Sep 21, 2026	51-200	115 contacts →
	Indirect evidence “Tarsus is a leading advisory firm in personalized outsourced CFO services, M&A, accounting, payroll, finance, and transactional services designed to help you scale your business…” Source: RevenueBase Database · checked Sep 21, 2026
19	Boston Financial Advisory Group	Partial evidence	Monroeville, PA, United StatesHQ checked Sep 21, 2026	51-200	109 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 21, 2026
20	Pacific Accounting & Business Services INC	Indirect evidence	Irving, TX, United StatesHQ checked Sep 21, 2026	1,001-5,000	97 contacts →
	Indirect evidence “Anand Tated a seasoned chartered accountant and the CEO of Pacific Accounting & Business Services (PABS) started PABS with his vision to customize modern solutions and deliver…” Source: RevenueBase Database · checked Sep 21, 2026
21	Capactix Business Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	92 contacts →
	Indirect evidence “We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Source: RevenueBase Database · checked Sep 21, 2026
22	BTQ Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 21, 2026	51-200	88 contacts →
	Partial evidence “Consero Global Acquires BTQ Financial, Expanding Its Reach to the Non-Profit World With a Leading Provider of Finance as a Service to the Sector.” Source: RevenueBase Database · checked Sep 21, 2026
23	Bookkeeping Express	Indirect evidence	Reston, VA, United StatesHQ checked Sep 21, 2026	51-200	78 contacts →
	Indirect evidence “We’re here to help businesses.” Source: RevenueBase Database · checked Sep 21, 2026
24	HC Global Business Solutions, LLC	Indirect evidence	Walnut Creek, CA, United StatesHQ checked Sep 21, 2026	51-200	77 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 21, 2026
25	OUT Of The BOX	Indirect evidence	Tigard, OR, United StatesHQ checked Sep 21, 2026	51-200	76 contacts →
	Indirect evidence “Out of the Box helps growing businesses build finance functions that move as fast as they do.” Source: RevenueBase Database · checked Sep 21, 2026

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 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 financial outsourcing companies.
Partial evidence: Its own public description names part of financial outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial 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 2,451 financial outsourcing companies based in the United States

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Financial outsourcing companies based in the United States at a glance

As of Sep 21, 2026

31.0%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

1,841

11-50

478

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 2,451 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 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 the United States whose own description of what they do matches “financial 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 financial 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 financial outsourcing companies, 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, 5,204 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 21, 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 outsourcing companies by metro

Financial outsourcing companies in New York81
Financial outsourcing companies in Houston57
Financial outsourcing companies in Los Angeles40
Financial outsourcing companies in Austin34
Financial outsourcing companies in Dallas30
Financial outsourcing companies in Miami27
Financial outsourcing companies in Atlanta25

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 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 financial outsourcing companies are there based in the United States?

RevenueBase identified 2,451 financial outsourcing companies 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?

Boston Financial Data Services, headquartered in Kansas City, tops this list with the largest team on record.

Which city has the most financial outsourcing companies?

New York leads with 81 headquartered companies, followed by Houston (57) and Los Angeles (40).

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 5,204 verified decision-maker contacts tracked across these 2,451 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 21, 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.