Company lists · Data refreshed September 2026
Top 23 Fintech accounting firms based in San Diego, United States
RevenueBase identified 43 company matches for fintech accounting firms associated with 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 (157 companies); San Diego has 43.
This list covers company matches for fintech accounting firms 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 28, 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.
The 23 largest fintech accounting firms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 39 contacts → | ||||
Exact match “Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 18 contacts → | ||||
Exact match “At kept.pro, we're on a mission to provide businesses with the financial information and insight they need to compete effectively.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 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 28, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 3 contacts → | ||||
Exact match “intandem is a boutique accounting firm specializing in fractional accounting and financial services for venture-backed startups.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 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 28, 2026 · View company records in RevenueBase | |||||
| 8 | 2 contacts → | ||||
Exact match “Bookkeeping that cares about your business as much as you do.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 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 28, 2026 · View company records in RevenueBase | |||||
| 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 28, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match “Account On Me for all of your accounting needs!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 1 contacts → | ||||
Exact match “AI-Powered Accounting for San Diego Businesses We help you cut the friction from bookkeeping, reporting, and workflows so finance actually fuels growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “I help small businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “ESP Accounting is dedicated to serving nonprofit organizations in California.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Contributing to the financial success of small businesses, Jaec Consulting is dedicated to providing professional, outsourced bookkeeping and accounting solutions with an in-house…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Jessica uses QuickBooks Online so you don’t have to.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “AYKIN Accounting Solutions is a specialized finance firm dedicated to helping business owners take control of their financial operations with clarity and confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “DMG Accounting Accounting offers Fractional CFO and Accounting Solutions for small businesses and nonprofits that require strategic financial support, without the expense of a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “We take care of your hot financial mess so you can focus on you, boo Want to work with us?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 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 28, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “At Vehar Consulting, we believe that every business deserves more than just basic bookkeeping.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 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 “fintech accounting firms”. 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 23 of 43 fintech accounting firms based in San Diego, United States
See the full list, filter by size, metro and specialty, and access 88 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech accounting firms based in San Diego, United States at a glance
As of Sep 28, 2026Companies by employee count
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
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 “fintech accounting firms” 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 88 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 28, 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.
Fintech accounting firms by metro in the United States
- Fintech accounting firms in New York157
- Fintech accounting firms in Los Angeles88
- Fintech accounting firms in Houston80
- Fintech accounting firms in Austin72
- Fintech accounting firms in San Francisco60
- Fintech accounting firms in Chicago58
- Fintech accounting firms in Miami55
- Fintech accounting firms in Atlanta51
- Fintech accounting firms in Dallas47
- Fintech accounting firms in Denver40
- Fintech accounting firms in Orlando30
- Fintech accounting firms in Tampa30
- Fintech accounting firms in Portland29
- Fintech accounting firms in Las Vegas28
- Fintech accounting firms in Phoenix27
- Fintech accounting firms in Charlotte26
- Fintech accounting firms in Seattle26
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 “fintech accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech accounting firms are there based in San Diego, United States?
RevenueBase identified 43 company matches for fintech accounting firms 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?
Lohman & Associates, INC 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 fintech accounting firms?
New York leads the United States with 157 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 88 professional contacts with verified work emails tracked across these 43 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 43 fintech accounting firms based in San Diego, United States. Start with a free account, no credit card.
Download this list →Related lists
Fintech accounting firms by geography
- Fintech accounting firms based in Melbourne, Australia
- Fintech accounting firms based in Sydney, Australia
- Fintech accounting firms based in Belo Horizonte, Brazil
- Fintech accounting firms based in Campinas, Brazil
- Fintech accounting firms based in Curitiba, Brazil
- Fintech accounting firms based in Porto Alegre, Brazil
- Fintech accounting firms based in Rio De Janeiro, Brazil
- Fintech accounting firms based in Sao Paulo, Brazil
- Fintech accounting firms based in Calgary, Canada
- Fintech accounting firms based in Mississauga, Canada
- Fintech accounting firms based in Montreal, Canada
- Fintech accounting firms based in Ottawa, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech accounting firms based in Melbourne, Australia
- Fintech accounting firms based in Sydney, Australia
- Fintech accounting firms based in Belo Horizonte, Brazil
- Fintech accounting firms based in Campinas, Brazil
- Fintech accounting firms based in Curitiba, Brazil
- Fintech accounting firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 23 fintech accounting firms based in San Diego, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 43 matching company records for fintech accounting firms based in San Diego, United States, with 622 tracked contacts and 88 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 fintech accounting firms based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Lohman & Associates, INClohmanassociates.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 39 contacts → |
“Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  kept.prokept.proHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 18 contacts → |
“At kept.pro, we're on a mission to provide businesses with the financial information and insight they need to compete effectively.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Count On Sheepcountonsheep.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 15 contacts → |
“Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Twin Oaks LLPtwinoaksllp.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Simplexity Servicessimplexity.coHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Intandemintandem.coHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“intandem is a boutique accounting firm specializing in fractional accounting and financial services for venture-backed startups.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Intrinsic Accounting Services, INCintrinsicas.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“You should be focused on growing your business, not on keeping your own books or creating financials.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Avviso Financialavvisofinancial.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Bookkeeping that cares about your business as much as you do.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Serrano Bookkeepingserranobookkeeping.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  IY Accounting Solutionskleen-books.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Account On MEaccountonmesd.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Account On Me for all of your accounting needs!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  AXM Consultingaxmconsulting.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“AI-Powered Accounting for San Diego Businesses We help you cut the friction from bookkeeping, reporting, and workflows so finance actually fuels growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Anchor Advisory, LLC Steadfast Bookkeepinganchoradvisoryllc.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“I help small businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | MY Books And Taxesmybooksntaxes.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  ESP Accounting - Cpasesp-cpa.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“ESP Accounting is dedicated to serving nonprofit organizations in California.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Jaec Consulting, INCjaecconsulting.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Contributing to the financial success of small businesses, Jaec Consulting is dedicated to providing professional, outsourced bookkeeping and accounting solutions with an in-house…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Yellowbird Accountingyellowbirdaccounting.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Jessica uses QuickBooks Online so you don’t have to.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Aykin Accounting Solutionsaykin-accounting.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“AYKIN Accounting Solutions is a specialized finance firm dedicated to helping business owners take control of their financial operations with clarity and confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  DMG Accounting Servicesdmgaccounting.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“DMG Accounting Accounting offers Fractional CFO and Accounting Solutions for small businesses and nonprofits that require strategic financial support, without the expense of a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Sparkle Bookkeepingsparklebookkeeping.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“We take care of your hot financial mess so you can focus on you, boo Want to work with us?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  ATJ Bookkeeping LLCatjbookkeeping.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Strong bookkeeping professional skilled in: • Financial statement preparation which includes the Income Statement, Balance Sheet and Statement of Cash Flows, • Full cycle…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Vehar Consulting Bookkeeping & Client Advisoryveharconsulting.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Vehar Consulting, we believe that every business deserves more than just basic bookkeeping.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Totally Balanced Bookkeeping, LLCtotallybalancedbookkeeping.comHQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 43 company matches
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Fintech accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
43 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech accounting firms by metro in the United States
- Fintech accounting firms in New York157
- Fintech accounting firms in Los Angeles88
- Fintech accounting firms in Houston80
- Fintech accounting firms in Austin72
- Fintech accounting firms in San Francisco60
- Fintech accounting firms in Chicago58
- Fintech accounting firms in Miami55
- Fintech accounting firms in Atlanta51
- Fintech accounting firms in Dallas47
- Fintech accounting firms in Denver40
- Fintech accounting firms in Orlando30
- Fintech accounting firms in Tampa30
- Fintech accounting firms in Portland29
- Fintech accounting firms in Las Vegas28
- Fintech accounting firms in Phoenix27
- Fintech accounting firms in Charlotte26
- Fintech accounting firms in Seattle26
Questions about this company list
What does Exact match mean for fintech accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech accounting firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 43 matching company records, 622 tracked contacts and 88 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fintech accounting firms by geography
- Fintech accounting firms based in Melbourne, Australia
- Fintech accounting firms based in Sydney, Australia
- Fintech accounting firms based in Belo Horizonte, Brazil
- Fintech accounting firms based in Campinas, Brazil
- Fintech accounting firms based in Curitiba, Brazil
- Fintech accounting firms based in Porto Alegre, Brazil
- Fintech accounting firms based in Rio De Janeiro, Brazil
- Fintech accounting firms based in Sao Paulo, Brazil
- Fintech accounting firms based in Calgary, Canada
- Fintech accounting firms based in Mississauga, Canada
- Fintech accounting firms based in Montreal, Canada
- Fintech accounting firms based in Ottawa, Canada
Cite this list
RevenueBase Data Team. Top 23 fintech accounting firms based in San Diego, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fintech-accounting-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech accounting firms based in Melbourne, Australia
- Fintech accounting firms based in Sydney, Australia
- Fintech accounting firms based in Belo Horizonte, Brazil
- Fintech accounting firms based in Campinas, Brazil
- Fintech accounting firms based in Curitiba, Brazil
- Fintech accounting firms based in Porto Alegre, Brazil
Company intelligence · public preview
Top 23 fintech accounting firms based in San Diego, United States
RevenueBase records 43 matching company records for fintech accounting firms based in San Diego, United States, with 622 tracked contacts and 88 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 fintech accounting firms based in San Diego, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Lohman & Associates, INClohmanassociates.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 39 contacts → |
“Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | kept.prokept.pro HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 18 contacts → |
“At kept.pro, we're on a mission to provide businesses with the financial information and insight they need to compete effectively.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Count On Sheepcountonsheep.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 15 contacts → |
“Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Twin Oaks LLPtwinoaksllp.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 10 contacts → |
“Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Simplexity Servicessimplexity.co HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 7 contacts → |
“Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Intandemintandem.co HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 3 contacts → |
“intandem is a boutique accounting firm specializing in fractional accounting and financial services for venture-backed startups.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Intrinsic Accounting Services, INCintrinsicas.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“You should be focused on growing your business, not on keeping your own books or creating financials.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Avviso Financialavvisofinancial.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Bookkeeping that cares about your business as much as you do.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Serrano Bookkeepingserranobookkeeping.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | IY Accounting Solutionskleen-books.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 2 contacts → |
“Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Account On MEaccountonmesd.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Account On Me for all of your accounting needs!” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | AXM Consultingaxmconsulting.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“AI-Powered Accounting for San Diego Businesses We help you cut the friction from bookkeeping, reporting, and workflows so finance actually fuels growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Anchor Advisory, LLC Steadfast Bookkeepinganchoradvisoryllc.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“I help small businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | MY Books And Taxesmybooksntaxes.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | ESP Accounting - Cpasesp-cpa.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“ESP Accounting is dedicated to serving nonprofit organizations in California.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Jaec Consulting, INCjaecconsulting.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Contributing to the financial success of small businesses, Jaec Consulting is dedicated to providing professional, outsourced bookkeeping and accounting solutions with an in-house…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Yellowbird Accountingyellowbirdaccounting.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Jessica uses QuickBooks Online so you don’t have to.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Aykin Accounting Solutionsaykin-accounting.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“AYKIN Accounting Solutions is a specialized finance firm dedicated to helping business owners take control of their financial operations with clarity and confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | DMG Accounting Servicesdmgaccounting.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“DMG Accounting Accounting offers Fractional CFO and Accounting Solutions for small businesses and nonprofits that require strategic financial support, without the expense of a…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sparkle Bookkeepingsparklebookkeeping.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“We take care of your hot financial mess so you can focus on you, boo Want to work with us?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | ATJ Bookkeeping LLCatjbookkeeping.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“Strong bookkeeping professional skilled in: • Financial statement preparation which includes the Income Statement, Balance Sheet and Statement of Cash Flows, • Full cycle…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vehar Consulting Bookkeeping & Client Advisoryveharconsulting.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“At Vehar Consulting, we believe that every business deserves more than just basic bookkeeping.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Totally Balanced Bookkeeping, LLCtotallybalancedbookkeeping.com HQ: San Diego, CA, United StatesReported employees: 1-10 | San Diego, CA, United States | 1-10 | Exact match | 1 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 43 company matches
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Fintech accounting firms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
43 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech accounting firms by metro in the United States
- Fintech accounting firms in New York157
- Fintech accounting firms in Los Angeles88
- Fintech accounting firms in Houston80
- Fintech accounting firms in Austin72
- Fintech accounting firms in San Francisco60
- Fintech accounting firms in Chicago58
- Fintech accounting firms in Miami55
- Fintech accounting firms in Atlanta51
- Fintech accounting firms in Dallas47
- Fintech accounting firms in Denver40
- Fintech accounting firms in Orlando30
- Fintech accounting firms in Tampa30
- Fintech accounting firms in Portland29
- Fintech accounting firms in Las Vegas28
- Fintech accounting firms in Phoenix27
- Fintech accounting firms in Charlotte26
- Fintech accounting firms in Seattle26
Questions about this company list
What does Exact match mean for fintech accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech accounting firms did RevenueBase find based in San Diego, United States?
The saved snapshot records 43 matching company records, 622 tracked contacts and 88 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 23 fintech accounting firms based in San Diego, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fintech-accounting-firms/united-states/san-diego.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Fintech accounting firms based in Melbourne, Australia
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- Fintech accounting firms based in Belo Horizonte, Brazil
- Fintech accounting firms based in Campinas, Brazil
- Fintech accounting firms based in Curitiba, Brazil
- Fintech accounting firms based in Porto Alegre, Brazil