Company lists · Data refreshed September 2026

Top 20 Financial statement preparation services based in San Diego, United States

Name: Financial statement preparation services based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 44 companies tracked

RevenueBase identified 44 company matches for financial statement preparation services associated with San Diego, United States as of September 2026 and tracks 736 professional contacts across them, including 116 with verified work emails. Across the United States, New York is the largest hub for this category (154 companies); San Diego has 44.

This list covers company matches for financial statement preparation services associated with San Diego, 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 September 20, 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 Sep 20, 2026 How this list was built

44Companies

736Contacts tracked

116Verified emails

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The 20 largest financial statement preparation services based in San Diego, United States

Ranked by team size

Top 20 of 44 company matches for financial statement preparation services based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Considine & Considine	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	51-200	102 contacts →
	Exact match “We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Levitzacks	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	51-200	44 contacts →
	Exact match “LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Mead Consulting Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “Who are we?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Twin Oaks LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Lyons Accountancy Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Wilson & Associates, Cpas	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Cashuk Wiseman Goldberg Birnbaum & Salem LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “CASHUK WISEMAN GOLDBERG BIRNBAUM & SALEM LLP is an accounting company based out of 2851 CAMINO DEL RIO SOUTH SUITE 410, SAN DIEGO, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	CWDL	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “When it comes to organizational finances in heavily regulated industries, the devil is in the details.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Blum & Clark, Certified Public Accountants, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Blum & Clark Certified Public Accountants, LLP is a full service tax and accounting firm based in San Diego, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Yenor & Associates	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “San Diego CPA firm and accountant, Yenor and Associates is a Certified Public Accountant offering tax return services, tax preparation services, bookkeeping services, CFO services…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Achieve Accounting	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Achieve Accounting Consulting provides accounting, book-keeping, payroll, and consulting services to business in San Diego.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Intrinsic Accounting Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “You should be focused on growing your business, not on keeping your own books or creating financials.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	CSCPA	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We make your accounting better and your life easier.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Serrano Bookkeeping	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Lori A. Riccardi, CPA TAX Firm	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We provide professional Accounting and Tax services to small and medium-sized companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	IY Accounting Solutions	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Carey & Raicevic Cpas INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	MY CPA HUB	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “In 2017, Jill and Doug started the consulting business, My CPA Hub.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	JRM Accountancy Corp	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	ATJ Bookkeeping LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Strong bookkeeping professional skilled in: • Financial statement preparation which includes the Income Statement, Balance Sheet and Statement of Cash Flows, • Full cycle…” Recorded in the RevenueBase company graph · Sep 20, 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 statement preparation 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 20 of 44 financial statement preparation services based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 116 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial statement preparation services based in San Diego, United States at a glance

As of Sep 20, 2026

15.8%Verified-email coverage

16.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 44 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 San Diego, United States whose business descriptions match “financial statement preparation 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 116 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 September 20, 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 statement preparation services by metro in the United States

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 statement preparation services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial statement preparation services are there based in San Diego, United States?

RevenueBase identified 44 company matches for financial statement preparation services associated with San Diego, United States as of September 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?

Considine & Considine tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial statement preparation services?

New York leads the United States with 154 company records, followed by Houston (96) and Los Angeles (65). San Diego has 44.

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 116 professional contacts with verified work emails tracked across these 44 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 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 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.