Company lists · Data refreshed November 2026

Top 25 Financial record keeping services based in the United States

Name: Financial record keeping services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 3,685 companies tracked

RevenueBase identified 3,685 company matches for financial record keeping services associated with the United States as of November 2026 and tracks 11,289 professional contacts across them, including 2,368 with verified work emails. New York is the largest hub.

This list covers company matches for financial record keeping services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

3,685Companies

11,289Contacts tracked

2,368Verified emails

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The 25 largest financial record keeping services based in the United States

Ranked by team size

Top 25 of 3,685 company matches for financial record keeping services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Boston Financial Data Services	Exact match	Kansas City, MO, United StatesHQ recorded Nov 6, 2026	10001+	835 contacts →
	Exact match “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Bookkeeping Express	Exact match	Reston, VA, United StatesHQ recorded Nov 6, 2026	51-200	87 contacts →
	Exact match “We’re here to help businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Decimal	Exact match	Fully Remote, United StatesHQ recorded Nov 6, 2026	51-200	66 contacts →
	Exact match “We handle the financial operations so small businesses don’t have to.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	South Plains Implement LTD	Exact match	Seminole, TX, United StatesHQ recorded Nov 6, 2026	51-200	65 contacts →
	Exact match “South Plains Implement Ltd is an Accounting company located at 204 North Highway 385, Seminole, Texas 79360.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Powered Books	Exact match	New City, NY, United StatesHQ recorded Nov 6, 2026	11-50	62 contacts →
	Exact match “Not more than 5 minutes of your day will be spent on your bookkeeping,we will do it all.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Ledgergurus	Exact match	American Fork, UT, United StatesHQ recorded Nov 6, 2026	51-200	47 contacts →
	Exact match “LedgerGurus enables small businesses to increase revenues and profits through specialized and affordable accounting services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Quality Back Office	Exact match	Naperville, CO, United StatesHQ recorded Nov 6, 2026	11-50	42 contacts →
	Exact match “QBO is a full service accounting firm providing back office services to all types of businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	TWO Roads	Exact match	Knoxville, TN, United StatesHQ recorded Nov 6, 2026	51-200	40 contacts →
	Exact match “Entrepreneurs and small businesses have a passion for their products or services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Protea Financial	Exact match	Novato, CA, United StatesHQ recorded Nov 6, 2026	11-50	38 contacts →
	Exact match “Protea Financial delivers flexible bookkeeping and accounting solutions, providing timely, accurate financial information and insight to business owners at costs below market…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Cerboni Accounting And Financial Services	Exact match	Houston, TX, United StatesHQ recorded Nov 6, 2026	11-50	36 contacts →
	Exact match “Cerboni is an All-in-One Bookkeeping and Financial Solutions firm that specializes in the Restaurant industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Greenlight Financial LLC	Exact match	Miami, FL, United StatesHQ recorded Nov 6, 2026	11-50	36 contacts →
	Exact match “At Greenlight Financial, our goal is to assist small-to-medium size businesses with their financial accounting and bookkeeping needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Ignite Spot Accounting Services	Exact match	Salt Lake City, UT, United StatesHQ recorded Nov 6, 2026	11-50	35 contacts →
	Exact match “We build accounting systems for service providers such as marketing agencies, law firms, IT companies, and creative teams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	SKB Accounting	Exact match	Wynnewood, PA, United StatesHQ recorded Nov 6, 2026	11-50	30 contacts →
	Exact match “We Offer Outsourced Accounting and Bookkeeping Services for All Your Business Needs Who Are We?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Point CPA	Exact match	Bismarck, ND, United StatesHQ recorded Nov 6, 2026	51-200	29 contacts →
	Exact match “Point CPA specializes in financial services for businesses of all sizes, like accounting, tax preparation, and much more.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Omotayo CPA LLC	Exact match	Dallas, TX, United StatesHQ recorded Nov 6, 2026	11-50	27 contacts →
	Exact match “We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	WNC Cpas & Consultants, LLC	Exact match	Ephrata, PA, United StatesHQ recorded Nov 6, 2026	11-50	27 contacts →
	Exact match “Founded in 1974, our firm has been providing a wide range of accounting and bookkeeping services to our clients for more than three decades.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Capforge Accounting	Exact match	Carlsbad, CA, United StatesHQ recorded Nov 6, 2026	51-200	27 contacts →
	Exact match “CapForge Bookkeeping offers full service, professional small business and franchise company bookkeeping.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	The RMG Group	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	26 contacts →
	Exact match “The RMG Group provides comprehensive internal accounting support for small to mid-market businesses, startups, entrepreneurs, and sole proprietors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	SM Bookkeeping	Exact match	Middletown, DE, United StatesHQ recorded Nov 6, 2026	11-50	25 contacts →
	Exact match “SM Bookkeeping is a personal online bookkeeping firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Cocountant	Exact match	Cambridge, MA, United StatesHQ recorded Nov 6, 2026	11-50	23 contacts →
	Exact match “CoCountant delivers controller-led bookkeeping and accounting for startups and growing businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Irvine Bookkeeping	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	11-50	23 contacts →
	Exact match “Irvine Bookkeeping is a bookkeeping firm in Irvine, California, providing monthly bookkeeping, QuickBooks cleanup, catch-up bookkeeping, and trust account (IOLTA) bookkeeping for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Mays & Associates, Pllc	Exact match	Tyler, TX, United StatesHQ recorded Nov 6, 2026	11-50	22 contacts →
	Exact match “Mays & Associates offers modern solutions to businesses and individuals in the areas of tax, audit, bookkeeping, consulting, and other financial services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Streamline Accounting	Exact match	Forest Hill, MD, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “From Confusion to Clarity with Rock-Solid Financials.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Financial Clarity CO	Exact match	Denver, CO, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “We at Financial Clarity Co.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Arrow Bookkeeping	Exact match	Silver Spring, MD, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Concierge Bookkeeping Service Specializing in Non-Profits \| Service Industry/Restaurants \| Government Contactors \| Law Firms \| Construction \| High Wealth Individuals \| Small…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial record keeping services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 3,685 financial record keeping services based in the United States

See the full list, filter by size, metro and specialty, and access 2,368 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial record keeping services based in the United States at a glance

As of Nov 6, 2026

21.0%Verified-email coverage

3.1Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

3,358

11-50

273

51-200

201-500

501-1,000

1,001-5,000

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 3,685 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with the United States whose business descriptions match “financial record keeping services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 2,368 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial record keeping services by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial record keeping services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial record keeping services are there based in the United States?

RevenueBase identified 3,685 company matches for financial record keeping services associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Boston Financial Data Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial record keeping services?

New York leads with 66 company records, followed by Houston (63) and Los Angeles (50).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,368 professional contacts with verified work emails tracked across these 3,685 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 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 SmartSearch, 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.