Company lists · Data refreshed September 2026

Top 25 Financial process consulting firms based in San Francisco, United States

Name: Financial process consulting firms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 85 companies tracked

RevenueBase identified 85 financial process consulting firms headquartered in San Francisco, United States as of September 2026 and tracks 1,082 professional contacts across them, including 195 with verified work emails. Across the United States, New York is the largest hub for this category (316 companies); San Francisco has 85.

This list covers financial process consulting firms headquartered in San Francisco, 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

85Companies

1,082Contacts tracked

195Verified emails

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The 25 largest financial process consulting firms based in San Francisco, United States

Ranked by team size

Top 25 of 85 financial process consulting firms based in San Francisco, 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 process consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	M Squared Consulting	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	274 contacts →
	Partial evidence “M Squared Consulting has now fully integrated into our parent company, SolomonEdwards, uniting us as one national professional services firm and brand.” Source: RevenueBase Database · checked Sep 28, 2026
2	Kranz Consulting	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	99 contacts →
	Partial evidence “For 30 years, Kranz Consulting has advised and supported entrepreneurs and founders through the complexities of building high-growth businesses, and over 2,500 companies stand as…” Source: RevenueBase Database · checked Sep 28, 2026
3	Comcap	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	61 contacts →
	Partial evidence “ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.” Source: RevenueBase Database · checked Sep 28, 2026
4	Qualicentric	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	57 contacts →
	Indirect evidence “Your finance team is stretched.” Source: RevenueBase Database · checked Sep 28, 2026
5	Capgen	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	51-200	50 contacts →
	Indirect evidence “Capgen works with sponsor-backed companies to drive measurable value through finance.” Source: RevenueBase Database · checked Sep 28, 2026
6	CDS	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Partial evidence “CDS is now part of CrossCountry Consulting.” Source: RevenueBase Database · checked Sep 28, 2026
7	Dakin Ventures Consulting Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “Since 2017, DVCG has helped our small and medium-sized clients by delivering professional, Fractional CFO consulting services that transform and improve the way they do business…” Source: RevenueBase Database · checked Sep 28, 2026
8	Silicon Valley Finance Group	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “Silicon Valley Finance Group is a rapidly growing finance, accounting and human resource consulting firm based in the San Francisco Bay Area.” Source: RevenueBase Database · checked Sep 28, 2026
9	LTA US Advisors	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “In June 2015, LTA opened its first office in the US, located in San Francisco through the firm LTA US Advisors, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
10	Consulting Innovators Consolyx	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Source: RevenueBase Database · checked Sep 28, 2026
11	Tpgi CPA	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “TPGI CPA is a full-service Finance and Accounting Consulting firm located in California and Washington, DC.” Source: RevenueBase Database · checked Sep 28, 2026
12	AFINO	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “At Afino, we simplify your financial management with expert services in bookkeeping, accounting, tax preparation, R&D tax credits, and CFO services.” Source: RevenueBase Database · checked Sep 28, 2026
13	Zumifi	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “FOCUSED ON YOUR FINANCES.” Source: RevenueBase Database · checked Sep 28, 2026
14	CRC Results	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “CRC provides high-quality, independent business advisory and consulting services including CFO Support and Accounting Services, Risk Advisory Services (Internal Audit, Corporate…” Source: RevenueBase Database · checked Sep 28, 2026
15	TOLA	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “Tola combines accounts payable, receivable and cash flow management with working capital, helping save businesses time and money.” Source: RevenueBase Database · checked Sep 28, 2026
16	Lopez-Iwata & Associates	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We’re a passionate team of bookkeepers, management consultants, and financial-ops specialists who love helping businesses thrive.” Source: RevenueBase Database · checked Sep 28, 2026
17	Kb&a Accounting	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We serve as your on-demand financial partner, offering financial and operations expertise across a broad spectrum of disciplines, ranging from advisory services to financial…” Source: RevenueBase Database · checked Sep 28, 2026
18	Hakim Saya Connecting Businesses To Capital	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Hakim Saya is a boutique Business Finance Consulting and a licensed finance broker under California Financing Law in San Francisco, CA.” Source: RevenueBase Database · checked Sep 28, 2026
19	Milesbradley	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “At MilesBradley, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
20	Capital Clarity	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “Capital Clarity merged with Carlsquare in April 2023.” Source: RevenueBase Database · checked Sep 28, 2026
21	Soprocfo	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “SoProCFO allows enterprises to outsource finance and accounting as an alternative to building and maintaining an internal department.” Source: RevenueBase Database · checked Sep 28, 2026
22	The Basis Point	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “The Basis Point® is a sales & strategy consultancy to banks, lenders, and fintechs – and boutique analyst firm covering these sectors.” Source: RevenueBase Database · checked Sep 28, 2026
23	SVD INC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “We're a team of experts with over ten years of experience setting up financial operations and growth strategies for SMEs and startups.” Source: RevenueBase Database · checked Sep 28, 2026
24	BAY Area CFO Consultants	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “This is a new page for my business, Bay Area CFO Consultants.” Source: RevenueBase Database · checked Sep 28, 2026
25	Second Oar, LLC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Second Oar, LLC ("Second Oar") was founded to provide specialized financial assistance to companies ranging from startups to mature organizations.” Source: RevenueBase Database · checked Sep 28, 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 process 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 process consulting firms.
Partial evidence: Its own public description names part of financial process 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 process 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 85 financial process consulting firms based in San Francisco, United States

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Financial process consulting firms based in San Francisco, United States at a glance

As of Sep 28, 2026

18.0%Verified-email coverage

12.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 85 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 process 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 San Francisco, United States whose own description of what they do matches “financial process 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 process 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 process consulting firms, and records with no verified work email. Companies headquartered outside San Francisco 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, 195 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.

Financial process consulting firms by metro in the United States

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 process 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 process consulting firms are there based in San Francisco, United States?

RevenueBase identified 85 financial process consulting firms headquartered in San Francisco, 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?

M Squared Consulting, headquartered in San Francisco, tops this list with the largest team on record.

Which city in the United States has the most financial process consulting firms?

New York leads the United States with 316 headquartered companies, followed by Atlanta (163) and Houston (156). San Francisco has 85.

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 195 verified decision-maker contacts tracked across these 85 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.