Company lists · Data refreshed September 2026

Top 25 Managed service providers for finance based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 105 companies tracked

RevenueBase identified 105 managed service providers for finance headquartered in Dallas, United States as of September 2026 and tracks 885 professional contacts across them, including 329 with verified work emails. Across the United States, New York is the largest hub for this category (264 companies); Dallas has 105.

This list covers managed service providers for finance headquartered in Dallas, 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

105Companies

885Contacts tracked

329Verified emails

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

Ranked by team size

Top 25 of 105 managed service providers for finance based in Dallas, 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	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
2	Venturity	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	64 contacts →
	Partial evidence “Founded in 2001, Venturity is a leading finance and accounting services firm in Dallas, TX.” Source: RevenueBase Database · checked Sep 28, 2026
3	Bright Balance	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	60 contacts →
	Partial evidence “Bright Balance is a globally recognized fractional accounting and finance firm with a diverse leadership team of professionals with extensive experience across a variety of…” Source: RevenueBase Database · checked Sep 28, 2026
4	Finacct Solutions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	50 contacts →
	Partial evidence “FinAcct Solutions is a finance and accounting operations company built for growing mid-market businesses with real operational complexity.” Source: RevenueBase Database · checked Sep 28, 2026
5	Cloud Tech Services, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	37 contacts →
	Partial evidence “Cloud Tech Services is a forward-thinking managed service provider delivering scalable, cloud-like managed IT services for enterprises, MSPs, and Global Capability Centers.” Source: RevenueBase Database · checked Sep 28, 2026
6	Sigma Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	28 contacts →
	Partial evidence “At Sigma Financial, we understand entrepreneurs and the challenges they face when building a company.” Source: RevenueBase Database · checked Sep 28, 2026
7	Mybookees	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	26 contacts →
	Partial evidence “We specialize in bookkeeping with easy-to-understand reporting, financial statement analysis for strategic decision-making, state and local tax compliance, payroll processing, BI…” Source: RevenueBase Database · checked Sep 28, 2026
8	Omotayo CPA LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Partial evidence “We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately.” Source: RevenueBase Database · checked Sep 28, 2026
9	Intras Cloud Services	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Transforming Business Through Secure Cloud Modernization.” Source: RevenueBase Database · checked Sep 28, 2026
10	CMH Advisors, Pllc	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “At CMH Advisors, we go beyond the numbers.” Source: RevenueBase Database · checked Sep 28, 2026
11	Hall Accounting Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Hall Accounting Company is a full-service accounting services firm that offers tailored services in the areas of accounting, taxation and finance to a growing number of companies.” Source: RevenueBase Database · checked Sep 28, 2026
12	Huntington Hospitality Financial Corporation	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Accounting services from Huntington Hospitality Financial allow hotel owners to reap the benefits of an experienced professional staff and the latest technology at a fraction of…” Source: RevenueBase Database · checked Sep 28, 2026
13	NEW Life CFO Services, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Breathing new life into your plans, processes and profits through our operational CFO expertise.” Source: RevenueBase Database · checked Sep 28, 2026
14	Ledge Accounting	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “We operate as your trusted, hands-on financial department.” Source: RevenueBase Database · checked Sep 28, 2026
15	Pretty Penny	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “You’re great at running your business.” Source: RevenueBase Database · checked Sep 28, 2026
16	Cloudbuilders INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “Who we are Our mission is “Help Customers adopt the Cloud in the right way.” Source: RevenueBase Database · checked Sep 28, 2026
17	Cloudavize-Dallas IT Company	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Cloudavize, established in 2019, is a trusted Managed Service Provider which provides reliable and secure IT services for small and midsize businesses in the Dallas-Fort Worth…” Source: RevenueBase Database · checked Sep 28, 2026
18	Bonelli Systems	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Bonelli Systems is a dynamic Managed Services Provider (MSP) based in Dallas, TX, specializing in secure, streamlined IT solutions for small to mid-sized businesses and legal…” Source: RevenueBase Database · checked Sep 28, 2026
19	Next Generation Payroll	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “We are a premier provider of essential financial services to the small business community.” Source: RevenueBase Database · checked Sep 28, 2026
20	Isagani Yorke Capital Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…” Source: RevenueBase Database · checked Sep 28, 2026
21	Infinite TAX And Financial	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “Infinite Tax and Financial is an Dallas, TX Based Financial Service Firm.” Source: RevenueBase Database · checked Sep 28, 2026
22	Strategy First Finance	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Strategy First, we understand each business is unique so we customize our offerings to reflect the current needs of the business.” Source: RevenueBase Database · checked Sep 28, 2026
23	Smart Business Concepts	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Smart Business Concepts was founded in 2014 by a couple of expats from various "big-name" consulting & accounting firms who didn't feel like they were able to drive maximum value…” Source: RevenueBase Database · checked Sep 28, 2026
24	E4u Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “E4U Solutions provides Bookkeeping, Tax Preparation, Payroll and Business Filing Services with over 15 years of experience.” Source: RevenueBase Database · checked Sep 28, 2026
25	Ia-Cpa LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We are a public accounting firm, registered in the state of Texas, focusing on helping small businesses and entrepreneurs make sense of their financials.” 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 105 managed service providers for finance based in Dallas, United States

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

As of Sep 28, 2026

37.2%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 105 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 Dallas, 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 Dallas 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, 329 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 in the United States

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 Dallas, United States?

RevenueBase identified 105 managed service providers for finance headquartered in Dallas, 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?

Infinity Globus, A Springline Company, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most managed service providers for finance?

New York leads the United States with 264 headquartered companies, followed by Houston (163) and Los Angeles (161). Dallas has 105.

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 329 verified decision-maker contacts tracked across these 105 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.