Company lists · Data refreshed September 2026

Top 23 Fintech accounting firms based in San Diego, United States

RevenueBase identified 43 fintech accounting firms headquartered in San Diego, United States as of September 2026 and tracks 622 professional contacts across them, including 88 with verified work emails. Across the United States, New York is the largest hub for this category (150 companies); San Diego has 43.

This list covers fintech accounting 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
43Companies
622Contacts tracked
88Verified emails
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The 23 largest fintech accounting firms based in San Diego, United States

Ranked by team size
Top 23 of 43 fintech accounting 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 fintech accounting 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, 202611-5039 contacts →

Partial 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
2Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5018 contacts →

Indirect evidence

“At kept.pro, we're on a mission to provide businesses with the financial information and insight they need to compete effectively.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5015 contacts →

Partial evidence

“Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial 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
5Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“Simplexity Services provides accounting and back-office services for startups and fast growing companies.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“intandem is a boutique accounting firm specializing in fractional accounting and financial services for venture-backed startups.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“You should be focused on growing your business, not on keeping your own books or creating financials.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Bookkeeping that cares about your business as much as you do.”

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

Partial evidence

“Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Account On Me for all of your accounting needs!”

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

Partial evidence

“AI-Powered Accounting for San Diego Businesses We help you cut the friction from bookkeeping, reporting, and workflows so finance actually fuels growth.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“I help small businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“My Books and Taxes is a vibrant client-center accounting firm that empowers Lawyers to scale their firms through reliable and accurate financial information allowing them to…”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“ESP Accounting is dedicated to serving nonprofit organizations in California.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Contributing to the financial success of small businesses, Jaec Consulting is dedicated to providing professional, outsourced bookkeeping and accounting solutions with an in-house…”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Jessica uses QuickBooks Online so you don’t have to.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“AYKIN Accounting Solutions is a specialized finance firm dedicated to helping business owners take control of their financial operations with clarity and confidence.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“DMG Accounting Accounting offers Fractional CFO and Accounting Solutions for small businesses and nonprofits that require strategic financial support, without the expense of a…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“We take care of your hot financial mess so you can focus on you, boo Want to work with us?”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Strong bookkeeping professional skilled in: • Financial statement preparation which includes the Income Statement, Balance Sheet and Statement of Cash Flows, • Full cycle…”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“At Vehar Consulting, we believe that every business deserves more than just basic bookkeeping.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Managing your bottom-line is the difference between success and failure.” We understand managing your finances can be overwhelming, but they don’t have to be.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 23 of 43 fintech accounting firms based in San Diego, United States

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Fintech accounting firms based in San Diego, United States at a glance

As of Sep 28, 2026
14.1%Verified-email coverage
14.5Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
8

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 43 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 fintech accounting 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 “fintech accounting 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 fintech accounting 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 fintech accounting 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, 88 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 fintech accounting 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 fintech accounting firms are there based in San Diego, United States?

RevenueBase identified 43 fintech accounting 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?

Lohman & Associates, INC, headquartered in San Diego, tops this list with the largest team on record.

Which city in the United States has the most fintech accounting firms?

New York leads the United States with 150 headquartered companies, followed by Los Angeles (88) and Houston (80). San Diego has 43.

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 88 verified decision-maker contacts tracked across these 43 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.