Company lists · Data refreshed September 2026

Top 25 Outsourced financial management services based in the United States

Name: Outsourced financial management services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 5,090 companies tracked

RevenueBase identified 5,090 company matches for outsourced financial management services associated with the United States as of September 2026 and tracks 27,050 professional contacts across them, including 8,679 with verified work emails. New York is the largest hub.

This list covers company matches for outsourced financial management 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 September 21, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

5,090Companies

27,050Contacts tracked

8,679Verified emails

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The 25 largest outsourced financial management services based in the United States

Ranked by team size

Top 25 of 5,090 company matches for outsourced financial management services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Personiv	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	10001+	2,231 contacts →
	Exact match “OUR PEOPLE, YOUR PRIORITIES Streamline your finance & accounting team at 50% cost savings with a team as small as one.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	B Consulting	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 21, 2026	n/a	913 contacts →
	Exact match “B Consulting provides a plug-and-play financial operations team for high-growth startups.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Metriqe Solutions	Exact match	Irving, TX, United StatesHQ recorded Sep 21, 2026	201-500	571 contacts →
	Exact match “Founded in 2007, Metriqe Solutions started out as a Hotel Accounting firm in USA.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	NOW CFO	Exact match	Salt Lake City, UT, United StatesHQ recorded Sep 21, 2026	201-500	482 contacts →
	Exact match “We specialize in providing full-service CFOs, controllers, and operational accountants to consult with our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Supporting Strategies	Exact match	Beverly, MA, United StatesHQ recorded Sep 21, 2026	51-200	415 contacts →
	Exact match “Outsourced Bookkeeping and Controller Services Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Montpac	Exact match	Granite Bay, CA, United StatesHQ recorded Sep 21, 2026	201-500	298 contacts →
	Exact match “Montgomery Pacific Corporation (MontPac) is an outsourced accounting and financial management firm with personnel in the US, UK, and the Philippines.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	TGG	Exact match	San Antonio, TX, United StatesHQ recorded Sep 21, 2026	51-200	249 contacts →
	Exact match “The true performance of your business shouldn’t be a mystery.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Focuscfo	Exact match	Columbus, PA, United StatesHQ recorded Sep 21, 2026	51-200	238 contacts →
	Exact match “At FocusCFO, we work with small & midsized businesses that are often frustrated with how their business is performing, overwhelmed by the challenges of growth, and/or concerned…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Indinero	Exact match	Los Angeles, United StatesHQ recorded Sep 21, 2026	201-500	175 contacts →
	Exact match “Indinero is on a mission to help every business realize its potential.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Countsy	Exact match	Mountain View, CA, United StatesHQ recorded Sep 21, 2026	51-200	160 contacts →
	Exact match “Countsy provides outsourced Accounting, HR/People Operations, Equity Administration, FP & A, and more for startups, scaleups, and spinouts.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Finsmart Accounting	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	155 contacts →
	Exact match “Accounting Outsourcing to Drive Growth for Global CPA Firms & MNCs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Accounting Solutions	Exact match	Houston, PA, United StatesHQ recorded Sep 21, 2026	n/a	149 contacts →
	Exact match “Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Vertaccount	Exact match	Honolulu, HI, United StatesHQ recorded Sep 21, 2026	51-200	134 contacts →
	Exact match “Vertaccount is a boutique Finance and Accounting Outsourcing provider with offices and affiliates in the United States, Australia, Singapore and the Philippines.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Propeller Industries	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	201-500	123 contacts →
	Exact match “We help great entrepreneurs build great companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Optima Office, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 21, 2026	51-200	120 contacts →
	Exact match “At Optima Office, we understand the challenges businesses face with financial management and HR services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Glocal Accounting	Exact match	Delaware, DE, United StatesHQ recorded Sep 21, 2026	501-1,000	115 contacts →
	Exact match “Welcome to GLOCAL Accounting.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Tarsus	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	51-200	115 contacts →
	Exact match “Tarsus is a leading advisory firm in personalized outsourced CFO services, M&A, accounting, payroll, finance, and transactional services designed to help you scale your business…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Boston Financial Advisory Group	Exact match	Monroeville, PA, United StatesHQ recorded Sep 21, 2026	51-200	109 contacts →
	Exact match “Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Indevia Accounting, INC	Exact match	Coronado, CA, United StatesHQ recorded Sep 21, 2026	51-200	104 contacts →
	Exact match “Running a multi-unit franchise business is complex, your accounting shouldn’t be.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Pacific Accounting & Business Services INC	Exact match	Irving, TX, United StatesHQ recorded Sep 21, 2026	1,001-5,000	97 contacts →
	Exact match “Anand Tated a seasoned chartered accountant and the CEO of Pacific Accounting & Business Services (PABS) started PABS with his vision to customize modern solutions and deliver…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	VCFO	Exact match	Austin, TX, United StatesHQ recorded Sep 21, 2026	51-200	93 contacts →
	Exact match “vcfo provides an integrated suite of finance, HR, and transaction advisory support, including outsourcing and consulting solutions that improve operational performance and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Capactix Business Solutions	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	92 contacts →
	Exact match “We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	BTQ Financial	Exact match	New York, NY, United StatesHQ recorded Sep 21, 2026	51-200	88 contacts →
	Exact match “Consero Global Acquires BTQ Financial, Expanding Its Reach to the Non-Profit World With a Leading Provider of Finance as a Service to the Sector.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Peter Holtz CPA	Exact match	Manteca, CA, United StatesHQ recorded Sep 21, 2026	51-200	83 contacts →
	Exact match “Clarity Of Your Business Financials Without The Accounting Headache If you are a struggling small business owner you are probably frustrated by your cash flow and financial system.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Arightco, INC	Exact match	San Jose, CA, United StatesHQ recorded Sep 21, 2026	51-200	82 contacts →
	Exact match “Arightco delivers integrated financial services-including accounting, tax, payroll, and CFO advisory-designed to streamline business operations and drive financial efficiency.” Recorded in the RevenueBase company graph · Sep 21, 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 “outsourced financial management 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 5,090 outsourced financial management services based in the United States

See the full list, filter by size, metro and specialty, and access 8,679 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Outsourced financial management services based in the United States at a glance

As of Sep 21, 2026

32.1%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

4,270

11-50

674

51-200

114

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 5,090 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 “outsourced financial management 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 8,679 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 21, 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.

Outsourced financial management services by metro

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 “outsourced financial management services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many outsourced financial management services are there based in the United States?

RevenueBase identified 5,090 company matches for outsourced financial management services associated with the 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?

Personiv tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most outsourced financial management services?

New York leads with 166 company records, followed by Los Angeles (112) and Houston (98).

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 8,679 professional contacts with verified work emails tracked across these 5,090 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 21, 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 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.