Company lists · Data refreshed September 2026

Top 25 Financial process improvement firms based in the United States

Name: Financial process improvement firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 2,191 companies tracked

RevenueBase identified 2,191 financial process improvement firms headquartered in the United States as of September 2026 and tracks 11,728 professional contacts across them, including 4,341 with verified work emails. New York is the largest hub.

This list covers financial process improvement 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 20, 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 20, 2026 86% judged on-target in blind review

2,191Companies

11,728Contacts tracked

4,341Verified emails

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The 25 largest financial process improvement firms based in the United States

Ranked by team size

Top 25 of 2,191 financial process improvement firms based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to financial process improvement 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	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 20, 2026
2	DLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	201-500	546 contacts →
	Strong evidence “DLC is an award-winning industry leader in Finance, Accounting, Program Management & Process Improvement Consulting.” Source: RevenueBase Database · checked Sep 20, 2026
3	M Squared Consulting	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 20, 2026	51-200	274 contacts →
	Indirect 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 20, 2026
4	The Alliance Group	Indirect evidence	Vienna, VA, United StatesHQ checked Sep 20, 2026	51-200	191 contacts →
	Indirect evidence “The Alliance Group is a consulting firm that partners with the Office of the CFO to deliver expert support across accounting, finance, business systems, and technology.” Source: RevenueBase Database · checked Sep 20, 2026
5	Jackson Thornton	Indirect evidence	Montgomery, AL, United StatesHQ checked Sep 20, 2026	51-200	177 contacts →
	Indirect evidence “Jackson Thornton, an accounting and consulting firm of more than 200 accountants and business consultants, applies more than a century of experience to serve over clients across a…” Source: RevenueBase Database · checked Sep 20, 2026
6	Synfiny Advisors	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 20, 2026	201-500	166 contacts →
	Indirect evidence “We are finance and general management consultants who combine technical and leadership experience to help clients get better results.” Source: RevenueBase Database · checked Sep 20, 2026
7	8020 Consulting	Indirect evidence	Glendale, CA, United StatesHQ checked Sep 20, 2026	51-200	132 contacts →
	Indirect evidence “MAKE FINANCE & ACCOUNTING YOUR BUSINESS GROWTH ENGINE 8020 is a finance & accounting consulting firm that expertly solves critical enterprise finance challenges.” Source: RevenueBase Database · checked Sep 20, 2026
8	Premier Consulting & Integration	Indirect evidence	Red Bank, NJ, United StatesHQ checked Sep 20, 2026	51-200	109 contacts →
	Indirect evidence “We Make Your Business Operations Comfortable.” Source: RevenueBase Database · checked Sep 20, 2026
9	Boston Financial Advisory Group	Partial evidence	Monroeville, PA, United StatesHQ checked Sep 20, 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 20, 2026
10	CFO Solutions	Indirect evidence	Amherst, MA, United StatesHQ checked Sep 20, 2026	51-200	98 contacts →
	Indirect evidence “CFO Solutions was founded by industry professionals with expertise as software developers, “Big 4” consultants, and Corporate Controller/CPAs.” Source: RevenueBase Database · checked Sep 20, 2026
11	AOC Solutions	Indirect evidence	Fairfax, VA, United StatesHQ checked Sep 20, 2026	51-200	98 contacts →
	Indirect evidence “AOC Solutions, Inc.(AOC) is a Service-Disabled, Veteran-Owned Small Business business that provides accounting, audit, and consulting services to Federal agencies.” Source: RevenueBase Database · checked Sep 20, 2026
12	Trivium	Indirect evidence	Sunnyvale, CA, United StatesHQ checked Sep 20, 2026	51-200	91 contacts →
	Indirect evidence “50+M&A TRANSACTIONS \| 90+% RECEIVE FUNDING 100+TEAM MEMBERS \| 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering…” Source: RevenueBase Database · checked Sep 20, 2026
13	Pronexus, LLC	Indirect evidence	Pittsford, NY, United StatesHQ checked Sep 20, 2026	51-200	88 contacts →
	Indirect evidence “WHO WE ARE ProNexus LLC is a finance, accounting, operations, and business advisory firm founded in 2012 by former Deloitte and PwC leaders.” Source: RevenueBase Database · checked Sep 20, 2026
14	Fourlane	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	51-200	84 contacts →
	Indirect evidence “Fourlane is the country's #1 QuickBooks Consulting Firm.” Source: RevenueBase Database · checked Sep 20, 2026
15	Lucida TAX Accounting Solutions	Partial evidence	Brookfield, WI, United StatesHQ checked Sep 20, 2026	51-200	76 contacts →
	Partial evidence “At Lucida, we are committed to illuminating financial possibilities and empowering our clients through exceptional accounting services.” Source: RevenueBase Database · checked Sep 20, 2026
16	Roseryan	Indirect evidence	Campbell, CA, United StatesHQ checked Sep 20, 2026	51-200	68 contacts →
	Indirect evidence “Silicon Valley-based RoseRyan’s experienced professionals understand what it takes to build and grow an evolving business.” Source: RevenueBase Database · checked Sep 20, 2026
17	Bright Balance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 20, 2026	51-200	60 contacts →
	Indirect evidence “Bright Balance is a globally recognized fractional accounting and finance firm with a diverse leadership team of professionals with extensive experience across a variety of…” Source: RevenueBase Database · checked Sep 20, 2026
18	Profit Resources, INC	Partial evidence	Monroe, GA, United StatesHQ checked Sep 20, 2026	11-50	57 contacts →
	Partial evidence “Profit Resources Inc.(PRI) takes a personalized approach to strengthening profitability for financial institutions.” Source: RevenueBase Database · checked Sep 20, 2026
19	PBO Advisory Group	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 20, 2026	51-200	55 contacts →
	Indirect evidence “At PBO Advisory Group, we assess, outsource, and advise in the areas of accounting & finance, human resources, human capital consulting, and business operations to increase…” Source: RevenueBase Database · checked Sep 20, 2026
20	APN Group	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 20, 2026	11-50	54 contacts →
	Indirect evidence “APN Group (Accounting Professionals Network, Inc.) is an Atlanta-based consulting firm of finance, accounting and HR professionals on a mission to help small and medium businesses…” Source: RevenueBase Database · checked Sep 20, 2026
21	Capgen	Indirect evidence	San Francisco, United StatesHQ checked Sep 20, 2026	51-200	50 contacts →
	Indirect evidence “Capgen works with sponsor-backed companies to drive measurable value through finance.” Source: RevenueBase Database · checked Sep 20, 2026
22	Revelwood	Indirect evidence	Florham Park, NJ, United StatesHQ checked Sep 20, 2026	51-200	47 contacts →
	Indirect evidence “Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance.” Source: RevenueBase Database · checked Sep 20, 2026
23	SMCO	Partial evidence	Knoxville, TN, United StatesHQ checked Sep 20, 2026	n/a	47 contacts →
	Partial evidence “We are Financial Management Consultants that help companies understand how to better manage the financial aspects of their business.” Source: RevenueBase Database · checked Sep 20, 2026
24	RKL Virtual Management Solutions	Partial evidence	Lancaster, PA, United StatesHQ checked Sep 20, 2026	11-50	45 contacts →
	Partial 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 20, 2026
25	Sprchrgr	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 20, 2026	51-200	41 contacts →
	Indirect evidence “SPRCHRGR (pronounced "supercharger") was built to address a challenge that many growing businesses face, they are underutilizing their numbers.” Source: RevenueBase Database · checked Sep 20, 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 improvement 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 improvement firms.
Partial evidence: Its own public description names part of financial process improvement 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 improvement 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 2,191 financial process improvement firms based in the United States

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Financial process improvement firms based in the United States at a glance

As of Sep 20, 2026

37.0%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

3.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

1,811

11-50

305

51-200

201-500

1,001-5,000

5,001-10,000

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 2,191 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 improvement 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 process improvement 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 improvement 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 improvement 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, 4,341 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 20, 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 improvement firms by metro

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 improvement 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 improvement firms are there based in the United States?

RevenueBase identified 2,191 financial process improvement 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?

Riveron, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most financial process improvement firms?

New York leads with 66 headquartered companies, followed by Houston (52) and Los Angeles (46).

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 4,341 verified decision-maker contacts tracked across these 2,191 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 20, 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.