Company lists · Data refreshed October 2026
Top 25 Investment club accounting services based in the United States
RevenueBase identified 83 company matches for investment club accounting services associated with the United States as of October 2026 and tracks 291 professional contacts across them, including 83 with verified work emails. New York is the largest hub.
This list covers company matches for investment club accounting services associated with the 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 October 22, 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 25 largest investment club accounting services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 26 contacts → | ||||
Exact match “Full Service Accounting/Tax/Investment Advisor” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 2 | 24 contacts → | ||||
Exact match “Accounting and consulting services for real estate investors” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 3 | 11 contacts → | ||||
Exact match “Cedar Hill CPAs & Advisors is licensed in GA and specializes in Accounting.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 4 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 5 | 8 contacts → | ||||
Exact match “Blackbird Accounting, PLLC was born out of a passion to help small business owners succeed.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “National Income Tax and Accounting” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “Proudly providing Accounting, Tax and Financial Services for individuals and small businesses in the southeastern Massachusetts and Rhode Island area since 1982.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Douglas N.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “We provide fractional CFO services to the club and association industries.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Blue Ribbon CFOs offers a full-suite of accounting and finance solutions for investment managers.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “We are a full-service Accounting firm licensed in CA.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Chelan Valley CPAs is licensed in WA and specializes in Accounting.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “Since 1986, Viteri Financial Corporation (VFC) provides quality financial and accounting services for individuals and business enterprises.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “At 45 North Accounting, our services are custom-built to meet the unique needs of your business.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Our services encompass every aspect of financial life.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Cedar Rose Consulting is an Orange County based company that handles accounting services for all types of individuals and businesses.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “We provide a variety of services including: Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks®…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Our services include nearly every aspect of financial life.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “MMF ACCOUNTING SERVICES LLC is a company based out of 9903 SANTA MONICA BLVD #645, BEVERLY HILLS, California, United States.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Accounting Services for Insurance Agents.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Accounting and Tax Services for Individuals and Small Businesses You will find all what you need for all your bookkeeping needs.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “At Russ & Allcroft, we provide a comprehensive array of accounting and financial services for individuals and business owners.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Recorded in the RevenueBase company graph · Oct 22, 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 “investment club accounting 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 25 of 83 investment club accounting services based in the United States
See the full list, filter by size, metro and specialty, and access 83 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment club accounting services based in the United States at a glance
As of Oct 22, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 83 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 the United States whose business descriptions match “investment club accounting 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 83 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 October 22, 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.
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 “investment club accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment club accounting services are there based in the United States?
RevenueBase identified 83 company matches for investment club accounting services associated with the United States as of October 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?
Financial Accounting Services, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment club accounting services?
New York leads with 4 company records, followed by Miami (3) and Dallas (2).
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 83 professional contacts with verified work emails tracked across these 83 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 October 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 83 investment club accounting services based in the United States. Start with a free account, no credit card.
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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.
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- AI companies based in the United States
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Company intelligence · public preview
Top 25 investment club accounting services based in the 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 83 matching company records for investment club accounting services based in the United States, with 291 tracked contacts and 83 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 22, 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 25 investment club accounting services based in the 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 | HQ: Temecula, CA, United StatesReported employees: 1-10 | Temecula, CA, United States | 1-10 | Exact match | 26 contacts → |
“Full Service Accounting/Tax/Investment Advisor” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 24 contacts → |
“Accounting and consulting services for real estate investors” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cedar Hill Cpas And Advisorscedarhillcpas.com HQ: Cataula, GA, United StatesReported employees: 1-10 | Cataula, GA, United States | 1-10 | Exact match | 11 contacts → |
“Cedar Hill CPAs & Advisors is licensed in GA and specializes in Accounting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Dwyer Lodha & Associates INCetaxservices.org HQ: Coraopolis, PA, United StatesReported employees: 11-50 | Coraopolis, PA, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | HQ: Vancouver, WA, United StatesReported employees: 1-10 | Vancouver, WA, United States | 1-10 | Exact match | 8 contacts → |
“Blackbird Accounting, PLLC was born out of a passion to help small business owners succeed.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | National Income TAX & Accounting, INCnationalincometax.com HQ: St, United StatesReported employees: 1-10 | St, United States | 1-10 | Exact match | 8 contacts → |
“National Income Tax and Accounting” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The TAX Consultants INCtaxes52.com HQ: Fall River, MA, United StatesReported employees: 1-10 | Fall River, MA, United States | 1-10 | Exact match | 6 contacts → |
“Proudly providing Accounting, Tax and Financial Services for individuals and small businesses in the southeastern Massachusetts and Rhode Island area since 1982.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 6 contacts → |
“Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Douglas N. Rice C.P.A.,p.Adnrcpas.com HQ: Coconut Grove, FL, United StatesReported employees: 1-10 | Coconut Grove, FL, United States | 1-10 | Exact match | 5 contacts → |
“Douglas N.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Elevateectc.club HQ: Wellington, FL, United StatesReported employees: 1-10 | Wellington, FL, United States | 1-10 | Exact match | 5 contacts → |
“We provide fractional CFO services to the club and association industries.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: New York, FL, United StatesReported employees: 1-10 | New York, FL, United States | 1-10 | Exact match | 5 contacts → |
“Blue Ribbon CFOs offers a full-suite of accounting and finance solutions for investment managers.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Carlson Cpa, INCcarlsoncpa.com HQ: Valencia, CA, United StatesReported employees: 1-10 | Valencia, CA, United States | 1-10 | Exact match | 4 contacts → |
“We are a full-service Accounting firm licensed in CA.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Miami, FL, United StatesReported employees: 201-500 | Miami, FL, United States | 201-500 | Exact match | 4 contacts → |
“Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Chelan Valley Cpaschelanvalleycpas.com HQ: Chelan, WA, United StatesReported employees: 1-10 | Chelan, WA, United States | 1-10 | Exact match | 3 contacts → |
“Chelan Valley CPAs is licensed in WA and specializes in Accounting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Viteri Financial Corporationviterifinancial.com HQ: South Miami, FL, United StatesReported employees: 1-10 | South Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Since 1986, Viteri Financial Corporation (VFC) provides quality financial and accounting services for individuals and business enterprises.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Grand Rapids, MI, United StatesReported employees: 1-10 | Grand Rapids, MI, United States | 1-10 | Exact match | 3 contacts → |
“At 45 North Accounting, our services are custom-built to meet the unique needs of your business.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | REA CPA Group PCkilpatrickcpa.com HQ: Tucker, GA, United StatesReported employees: 1-10 | Tucker, GA, United States | 1-10 | Exact match | 3 contacts → |
“Our services encompass every aspect of financial life.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Anaheim, CA, United StatesReported employees: 1-10 | Anaheim, CA, United States | 1-10 | Exact match | 2 contacts → |
“Cedar Rose Consulting is an Orange County based company that handles accounting services for all types of individuals and businesses.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Drewery Accountingdreweryaccounting.com HQ: New Brockton, AL, United StatesReported employees: 1-10 | New Brockton, AL, United States | 1-10 | Exact match | 2 contacts → |
“We provide a variety of services including: Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks®…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | J.M. Knoll LLCjmknoll.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 2 contacts → |
“Our services include nearly every aspect of financial life.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 2 contacts → |
“MMF ACCOUNTING SERVICES LLC is a company based out of 9903 SANTA MONICA BLVD #645, BEVERLY HILLS, California, United States.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Woodstock, GA, United StatesReported employees: 1-10 | Woodstock, GA, United States | 1-10 | Exact match | 2 contacts → |
“Accounting Services for Insurance Agents.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Alexandria, VA, United StatesReported employees: 1-10 | Alexandria, VA, United States | 1-10 | Exact match | 2 contacts → |
“Accounting and Tax Services for Individuals and Small Businesses You will find all what you need for all your bookkeeping needs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Russ & Allcroftruss-allcroft.com HQ: Glendale, CA, United StatesReported employees: 1-10 | Glendale, CA, United States | 1-10 | Exact match | 2 contacts → |
“At Russ & Allcroft, we provide a comprehensive array of accounting and financial services for individuals and business owners.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Contador Americacontadoramerica.com HQ: North Miami, FL, United StatesReported employees: 11-50 | North Miami, FL, United States | 11-50 | Exact match | 1 contacts → |
“Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 83 company matches
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Investment club accounting services: dataset insights
October 22, 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
83 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 83 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: October 22, 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 ↗
Questions about this company list
What does Exact match mean for investment club accounting services?
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 investment club accounting services did RevenueBase find based in the United States?
The saved snapshot records 83 matching company records, 291 tracked contacts and 83 verified emails. The public preview displays 25 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: October 22, 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
Cite this list
RevenueBase Data Team. Top 25 investment club accounting services based in the United States. Snapshot: October 22, 2026. https://revenuebase.ai/companies/investment-club-accounting-services/united-states.
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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 investment club accounting services based in the United States
RevenueBase records 83 matching company records for investment club accounting services based in the United States, with 291 tracked contacts and 83 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 22, 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 25 investment club accounting services based in the 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 | HQ: Temecula, CA, United StatesReported employees: 1-10 | Temecula, CA, United States | 1-10 | Exact match | 26 contacts → |
“Full Service Accounting/Tax/Investment Advisor” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 24 contacts → |
“Accounting and consulting services for real estate investors” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cedar Hill Cpas And Advisorscedarhillcpas.com HQ: Cataula, GA, United StatesReported employees: 1-10 | Cataula, GA, United States | 1-10 | Exact match | 11 contacts → |
“Cedar Hill CPAs & Advisors is licensed in GA and specializes in Accounting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Dwyer Lodha & Associates INCetaxservices.org HQ: Coraopolis, PA, United StatesReported employees: 11-50 | Coraopolis, PA, United States | 11-50 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | HQ: Vancouver, WA, United StatesReported employees: 1-10 | Vancouver, WA, United States | 1-10 | Exact match | 8 contacts → |
“Blackbird Accounting, PLLC was born out of a passion to help small business owners succeed.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | National Income TAX & Accounting, INCnationalincometax.com HQ: St, United StatesReported employees: 1-10 | St, United States | 1-10 | Exact match | 8 contacts → |
“National Income Tax and Accounting” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The TAX Consultants INCtaxes52.com HQ: Fall River, MA, United StatesReported employees: 1-10 | Fall River, MA, United States | 1-10 | Exact match | 6 contacts → |
“Proudly providing Accounting, Tax and Financial Services for individuals and small businesses in the southeastern Massachusetts and Rhode Island area since 1982.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 6 contacts → |
“Investors Economic Assurance (IEA) provides accounting, administrative and advisory services to the investment management community.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Douglas N. Rice C.P.A.,p.Adnrcpas.com HQ: Coconut Grove, FL, United StatesReported employees: 1-10 | Coconut Grove, FL, United States | 1-10 | Exact match | 5 contacts → |
“Douglas N.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Elevateectc.club HQ: Wellington, FL, United StatesReported employees: 1-10 | Wellington, FL, United States | 1-10 | Exact match | 5 contacts → |
“We provide fractional CFO services to the club and association industries.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: New York, FL, United StatesReported employees: 1-10 | New York, FL, United States | 1-10 | Exact match | 5 contacts → |
“Blue Ribbon CFOs offers a full-suite of accounting and finance solutions for investment managers.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Carlson Cpa, INCcarlsoncpa.com HQ: Valencia, CA, United StatesReported employees: 1-10 | Valencia, CA, United States | 1-10 | Exact match | 4 contacts → |
“We are a full-service Accounting firm licensed in CA.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Miami, FL, United StatesReported employees: 201-500 | Miami, FL, United States | 201-500 | Exact match | 4 contacts → |
“Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Chelan Valley Cpaschelanvalleycpas.com HQ: Chelan, WA, United StatesReported employees: 1-10 | Chelan, WA, United States | 1-10 | Exact match | 3 contacts → |
“Chelan Valley CPAs is licensed in WA and specializes in Accounting.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Viteri Financial Corporationviterifinancial.com HQ: South Miami, FL, United StatesReported employees: 1-10 | South Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Since 1986, Viteri Financial Corporation (VFC) provides quality financial and accounting services for individuals and business enterprises.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Grand Rapids, MI, United StatesReported employees: 1-10 | Grand Rapids, MI, United States | 1-10 | Exact match | 3 contacts → |
“At 45 North Accounting, our services are custom-built to meet the unique needs of your business.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | REA CPA Group PCkilpatrickcpa.com HQ: Tucker, GA, United StatesReported employees: 1-10 | Tucker, GA, United States | 1-10 | Exact match | 3 contacts → |
“Our services encompass every aspect of financial life.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Anaheim, CA, United StatesReported employees: 1-10 | Anaheim, CA, United States | 1-10 | Exact match | 2 contacts → |
“Cedar Rose Consulting is an Orange County based company that handles accounting services for all types of individuals and businesses.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Drewery Accountingdreweryaccounting.com HQ: New Brockton, AL, United StatesReported employees: 1-10 | New Brockton, AL, United States | 1-10 | Exact match | 2 contacts → |
“We provide a variety of services including: Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks®…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | J.M. Knoll LLCjmknoll.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 2 contacts → |
“Our services include nearly every aspect of financial life.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Beverly Hills, CA, United StatesReported employees: 1-10 | Beverly Hills, CA, United States | 1-10 | Exact match | 2 contacts → |
“MMF ACCOUNTING SERVICES LLC is a company based out of 9903 SANTA MONICA BLVD #645, BEVERLY HILLS, California, United States.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Woodstock, GA, United StatesReported employees: 1-10 | Woodstock, GA, United States | 1-10 | Exact match | 2 contacts → |
“Accounting Services for Insurance Agents.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Alexandria, VA, United StatesReported employees: 1-10 | Alexandria, VA, United States | 1-10 | Exact match | 2 contacts → |
“Accounting and Tax Services for Individuals and Small Businesses You will find all what you need for all your bookkeeping needs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Russ & Allcroftruss-allcroft.com HQ: Glendale, CA, United StatesReported employees: 1-10 | Glendale, CA, United States | 1-10 | Exact match | 2 contacts → |
“At Russ & Allcroft, we provide a comprehensive array of accounting and financial services for individuals and business owners.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Contador Americacontadoramerica.com HQ: North Miami, FL, United StatesReported employees: 11-50 | North Miami, FL, United States | 11-50 | Exact match | 1 contacts → |
“Empresa de asesoramiento financiero y contabilidad para particulares y empresas” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 83 company matches
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Investment club accounting services: dataset insights
October 22, 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
83 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 83 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: October 22, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Questions about this company list
What does Exact match mean for investment club accounting services?
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 investment club accounting services did RevenueBase find based in the United States?
The saved snapshot records 83 matching company records, 291 tracked contacts and 83 verified emails. The public preview displays 25 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: October 22, 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
Cite this list
RevenueBase Data Team. Top 25 investment club accounting services based in the United States. Snapshot: October 22, 2026. https://revenuebase.ai/companies/investment-club-accounting-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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