Company lists · Data refreshed September 2026

Top 12 Financial reporting consulting firms based in San Diego, United States

RevenueBase identified 26 financial reporting consulting firms headquartered in San Diego, United States as of September 2026 and tracks 311 professional contacts across them, including 145 with verified work emails. Across the United States, New York is the largest hub for this category (103 companies); San Diego has 26.

This list covers financial reporting consulting firms headquartered in San Diego, 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
26Companies
311Contacts tracked
145Verified emails
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The 12 largest financial reporting consulting firms based in San Diego, United States

Ranked by team size
Top 12 of 26 financial reporting consulting firms based in San Diego, 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 reporting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5052 contacts →

Partial evidence

“About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202651-20052 contacts →

Indirect evidence

“Gatto, Pope & Walwick LLP is a leading San Diego-based accounting firm.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202651-20044 contacts →

Indirect evidence

“LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5039 contacts →

Indirect evidence

“Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“Who are we?”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“With over a 100 years of experience, we have worked help companies focus on their core business while we streamline all the work that consumes your biggest resource, TIME!”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-1010 contacts →

Partial evidence

“Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-509 contacts →

Partial evidence

“Our goal is to provide you with the information and tools that help you build on your success and to have a measurable positive impact on your professional and personal financial…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Achieve Accounting Consulting provides accounting, book-keeping, payroll, and consulting services to business in San Diego.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“At Blue Eddy, we serve as your trusted strategic partner, combining financial expertise, innovative technology, and industry insight to help your business reduce risk, streamline…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“We make your accounting better and your life easier.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“In 2017, Jill and Doug started the consulting business, My CPA Hub.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 12 of 26 financial reporting consulting firms based in San Diego, United States

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Financial reporting consulting firms based in San Diego, United States at a glance

As of Sep 28, 2026
46.6%Verified-email coverage
12.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
6
51-200
3

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 26 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 reporting 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 Diego, United States whose own description of what they do matches “financial reporting 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 reporting 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 reporting consulting firms, and records with no verified work email. Companies headquartered outside San Diego 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, 145 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 reporting 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 reporting consulting firms are there based in San Diego, United States?

RevenueBase identified 26 financial reporting consulting firms headquartered in San Diego, 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?

PKF SAN Diego, LLP, headquartered in San Diego, tops this list with the largest team on record.

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

New York leads the United States with 103 headquartered companies, followed by Houston (65) and Atlanta (60). San Diego has 26.

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 145 verified decision-maker contacts tracked across these 26 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.