Company lists · Data refreshed September 2026
Top 10 Financial statement preparation services based in San Francisco, United States
RevenueBase identified 30 financial statement preparation services headquartered in San Francisco, United States as of September 2026 and tracks 208 professional contacts across them, including 94 with verified work emails. New York is the largest hub.
This list covers financial statement preparation services 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 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.
The 10 largest financial statement preparation services based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 30 contacts → | ||||
Partial evidence “San Francisco Financial District Certified Public Accounting Firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 28 contacts → | ||||
Indirect evidence “CFO Rick provides a comprehensive suite of accounting services tailored to meet the unique needs of your business.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 22 contacts → | ||||
Partial evidence “CBIZ ARC assists growth-oriented companies with complex technical accounting, internal and external reporting, IPO preparation, as well as alignment of systems, processes, and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 20 contacts → | ||||
Strong evidence “Chu & Waters is a full service accounting and advisory firm located in San Francisco providing financial statement audits, reviews, and compilations; employee benefit plan audits…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15 contacts → | ||||
Indirect evidence “Chek Tan and Company, LLP is an accounting company based out of 309 4Th Ave, San Francisco, CA, United States.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Strong evidence “Full service CPA firm: financial statements reviews, audits, compilations; tax consulting; tax return preparation.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “Stash Bookkeeping is a standout company renowned for its top-tier accountancy, bookkeeping, payroll, and tax preparation services tailored to clients' needs.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Indirect evidence “Stallcup & Associates CPAs simplify the things you’d rather not spend time on - accounting, bookkeeping, and taxes.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “Balanced Practice is an accounting firm focused on empowering business owners and individuals to grow their wealth and maintain financial stability, in a wholesome, balanced…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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 statement preparation services. 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 statement preparation services.
- Partial evidence
- Its own public description names part of financial statement preparation services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial statement preparation services. 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 10 of 30 financial statement preparation services based in San Francisco, United States
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Financial statement preparation services based in San Francisco, United States at a glance
As of Sep 20, 2026Companies by employee count
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 30 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 statement preparation services, 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 statement preparation services”. 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 statement preparation services), 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 statement preparation services, 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, 94 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 statement preparation services by metro in the United States
- Financial statement preparation services in New York154
- Financial statement preparation services in Houston96
- Financial statement preparation services in Los Angeles65
- Financial statement preparation services in Atlanta64
- Financial statement preparation services in Chicago61
- Financial statement preparation services in Miami57
- Financial statement preparation services in Dallas54
- Financial statement preparation services in San Diego44
- Financial statement preparation services in Austin39
- Financial statement preparation services in Phoenix39
- Financial statement preparation services in Denver33
- Financial statement preparation services in Orlando33
- Financial statement preparation services in Portland33
- Financial statement preparation services in Charlotte31
- Financial statement preparation services in Tampa31
- Financial statement preparation services in San Francisco30
- Financial statement preparation services in Irvine28
- Financial statement preparation services in Las Vegas28
- Financial statement preparation services in Jacksonville26
- Financial statement preparation services in Washington26
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 statement preparation services, 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 statement preparation services are there based in San Francisco, United States?
RevenueBase identified 30 financial statement preparation services 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?
Golden Gate Associates, headquartered in San Francisco, tops this list with the largest team on record.
Which city has the most financial statement preparation services?
New York leads with 154 headquartered companies, followed by Houston (96) and Los Angeles (65).
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 94 verified decision-maker contacts tracked across these 30 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.
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