Company lists · Data refreshed September 2026

Top 25 Managed service providers for finance based in the United States

Name: Managed service providers for finance based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 9,055 companies tracked

RevenueBase identified 9,055 managed service providers for finance headquartered in the United States as of September 2026 and tracks 50,290 professional contacts across them, including 17,225 with verified work emails. New York is the largest hub.

This list covers managed service providers for finance headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

9,055Companies

50,290Contacts tracked

17,225Verified emails

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The 25 largest managed service providers for finance based in the United States

Ranked by team size

Top 25 of 9,055 managed service providers for finance based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to managed service providers for finance: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Personiv	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	10001+	2,231 contacts →
	Partial evidence “OUR PEOPLE, YOUR PRIORITIES Streamline your finance & accounting team at 50% cost savings with a team as small as one.” Source: RevenueBase Database · checked Sep 28, 2026
2	GURU	Partial evidence	Rockville, MD, United StatesHQ checked Sep 28, 2026	n/a	1,906 contacts →
	Partial evidence “Established in 1995, GURU is an IT managed service provider that specializes in infrastructure support, systems integration, data architecture, data hosting, and cloud services.” Source: RevenueBase Database · checked Sep 28, 2026
3	B Consulting	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	n/a	913 contacts →
	Partial evidence “B Consulting provides a plug-and-play financial operations team for high-growth startups.” Source: RevenueBase Database · checked Sep 28, 2026
4	Metriqe Solutions	Indirect evidence	Irving, TX, United StatesHQ checked Sep 28, 2026	201-500	571 contacts →
	Indirect evidence “Founded in 2007, Metriqe Solutions started out as a Hotel Accounting firm in USA.” Source: RevenueBase Database · checked Sep 28, 2026
5	Infosync	Indirect evidence	Wichita, KS, United StatesHQ checked Sep 28, 2026	501-1,000	525 contacts →
	Indirect evidence “In today's fast-paced business landscape, multi-unit companies demand more than just basic operations-they need expert guidance and cutting-edge technology to thrive.” Source: RevenueBase Database · checked Sep 28, 2026
6	NOW CFO	Indirect evidence	Salt Lake City, UT, United StatesHQ checked Sep 28, 2026	201-500	482 contacts →
	Indirect evidence “We specialize in providing full-service CFOs, controllers, and operational accountants to consult with our clients.” Source: RevenueBase Database · checked Sep 28, 2026
7	Supporting Strategies	Indirect evidence	Beverly, MA, United StatesHQ checked Sep 28, 2026	51-200	415 contacts →
	Indirect evidence “Outsourced Bookkeeping and Controller Services Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses.” Source: RevenueBase Database · checked Sep 28, 2026
8	Escalon Services	Indirect evidence	Dover, DE, United StatesHQ checked Sep 28, 2026	1,001-5,000	367 contacts →
	Indirect evidence “If you’re like us, you’re in business to do what you love, build great products, teams, and customer relationships.” Source: RevenueBase Database · checked Sep 28, 2026
9	OHI	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	339 contacts →
	Partial evidence “OHI is a specialized finance and real estate accounting outsourcing service provider with operations out of New Delhi (India) since 2006.” Source: RevenueBase Database · checked Sep 28, 2026
10	Unison Globus	Indirect evidence	Coral Springs, FL, United StatesHQ checked Sep 28, 2026	201-500	320 contacts →
	Indirect evidence “Unison Globus is a global accounting outsourcing and offshore staffing partner dedicated to supporting CPA firms and accounting professionals.” Source: RevenueBase Database · checked Sep 28, 2026
11	Montpac	Strong evidence	Granite Bay, CA, United StatesHQ checked Sep 28, 2026	201-500	298 contacts →
	Strong evidence “Montgomery Pacific Corporation (MontPac) is an outsourced accounting and financial management firm with personnel in the US, UK, and the Philippines.” Source: RevenueBase Database · checked Sep 28, 2026
12	Protera	Partial evidence	Westchester, IL, United StatesHQ checked Sep 28, 2026	201-500	271 contacts →
	Partial evidence “We have been enterprise cloud management pioneers ever since managing the world’s first production instance of SAP on the public cloud.” Source: RevenueBase Database · checked Sep 28, 2026
13	TGG	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 28, 2026	51-200	249 contacts →
	Indirect evidence “The true performance of your business shouldn’t be a mystery.” Source: RevenueBase Database · checked Sep 28, 2026
14	Virtual Service Operations	Indirect evidence	Manassas, VA, United StatesHQ checked Sep 28, 2026	201-500	240 contacts →
	Indirect evidence “Since 2017, VSO has helped some of the largest and most complex commercial and government organizations focus on what they do best, growing their business.” Source: RevenueBase Database · checked Sep 28, 2026
15	Finadvantage	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	239 contacts →
	Partial evidence “FinAdvantage is a tech-powered boutique finance and accounting operations firm offering a full suite of services for over a decade.” Source: RevenueBase Database · checked Sep 28, 2026
16	Nichols Cauley	Partial evidence	Norcross, GA, United StatesHQ checked Sep 28, 2026	201-500	232 contacts →
	Partial evidence “At Nichols Cauley, we walk alongside business owners-helping them manage, protect, and grow their wealth while navigating the ups and downs of running a business.” Source: RevenueBase Database · checked Sep 28, 2026
17	Small Business Services	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	n/a	229 contacts →
	Indirect evidence “Founded in 1990 in Atlanta, Georgia, Small Business Services is part of LedgerWay, a tax, accounting, and advisory firm built for small businesses and entrepreneurs who are…” Source: RevenueBase Database · checked Sep 28, 2026
18	Mystartupcfo	Indirect evidence	Fremont, CA, United StatesHQ checked Sep 28, 2026	201-500	200 contacts →
	Indirect evidence “myStartUpCFO brings you all the CFO you’ll need.” Source: RevenueBase Database · checked Sep 28, 2026
19	Attivo Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	181 contacts →
	Partial evidence “Attivo Partners is a full-service Finance and Accounting firm.” Source: RevenueBase Database · checked Sep 28, 2026
20	Neosystems LLC	Indirect evidence	Reston, VA, United StatesHQ checked Sep 28, 2026	51-200	179 contacts →
	Indirect evidence “On May 1, 2026, NeoSystems Enterprise Solutions Group (ESG) was acquired by BlueStreet Solutions Inc.” Source: RevenueBase Database · checked Sep 28, 2026
21	Indinero	Indirect evidence	Los Angeles, United StatesHQ checked Sep 28, 2026	201-500	175 contacts →
	Indirect evidence “Indinero is on a mission to help every business realize its potential.” Source: RevenueBase Database · checked Sep 28, 2026
22	Infinity Globus, A Springline Company	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	201-500	168 contacts →
	Indirect evidence “Infinity Globus, a Springline company, is a leading accounting outsourcing firm with over two decades of industry experience, providing tailored taxation and accounting services…” Source: RevenueBase Database · checked Sep 28, 2026
23	Countsy	Indirect evidence	Mountain View, CA, United StatesHQ checked Sep 28, 2026	51-200	160 contacts →
	Indirect evidence “Countsy provides outsourced Accounting, HR/People Operations, Equity Administration, FP & A, and more for startups, scaleups, and spinouts.” Source: RevenueBase Database · checked Sep 28, 2026
24	Finsmart Accounting	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	155 contacts →
	Indirect evidence “Accounting Outsourcing to Drive Growth for Global CPA Firms & MNCs.” Source: RevenueBase Database · checked Sep 28, 2026
25	Insource Services, INC	Indirect evidence	Wellesley, MA, United StatesHQ checked Sep 28, 2026	51-200	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: managed service providers for finance. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names managed service providers for finance.
Partial evidence: Its own public description names part of managed service providers for finance, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name managed service providers for finance. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 9,055 managed service providers for finance based in the United States

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Managed service providers for finance based in the United States at a glance

As of Sep 28, 2026

34.3%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

2.9%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

7,374

11-50

1,379

51-200

224

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 9,055 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among managed service providers for finance, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “managed service providers for finance”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names managed service providers for finance), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among managed service providers for finance, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 17,225 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Managed service providers for finance by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names managed service providers for finance, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many managed service providers for finance are there based in the United States?

RevenueBase identified 9,055 managed service providers for finance headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Personiv, headquartered in Austin, tops this list with the largest team on record.

Which city has the most managed service providers for finance?

New York leads with 264 headquartered companies, followed by Houston (163) and Los Angeles (161).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 17,225 verified decision-maker contacts tracked across these 9,055 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.