Company lists · Data refreshed September 2026
Top 25 Outsourced financial management services based in Chicago, United States
RevenueBase identified 63 outsourced financial management services headquartered in Chicago, United States as of September 2026 and tracks 181 professional contacts across them, including 60 with verified work emails. New York is the largest hub.
This list covers outsourced financial management services headquartered in Chicago, 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 21, 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.
The 25 largest outsourced financial management services based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 21 contacts → | ||||
Partial evidence “At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Indirect evidence “Business Consulting and CFO Services Firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 12 contacts → | ||||
Indirect evidence “P&G Advisors, LLC is a boutique accounting firm that targets small and mid-sized businesses that are committed to profiting and growing.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 contacts → | ||||
Indirect evidence “Khulas is a Chicago-based accounting firm dedicated to helping early-stage companies achieve their goals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 5 contacts → | ||||
Indirect evidence “Build Accounting is founded on the belief that there is only one important customer.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Indirect evidence “Global Accounting is a new age completely remote accounting and bookkeeping services company.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Indirect evidence “Olive Park Consulting Group provides specialized Accounting, Finance and Human Resources support services for small-to medium-sized businesses.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Partial evidence “Virtual CFO, Operations & Tax Specialist Virtual CFO - Oversee financial planning, maintain and report financial activities of a business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Partial evidence “When financial accountability is missing, even the best business idea can be put at risk.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Located in Chicago, Illinois W.E.D.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “KFN Accounting & Financial Solutions was founded with the mission of providing expert financial and accounting, and CFO services to startups and small to medium-sized businesses.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Add a team of professionals to your organization for less than the cost of a part-time file clerk-Tax Service -Bookkeeping -Accounting -Collections (Licensed & Bonded)-Accounts…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Kessler Companies understands the challenges faced by small and medium-sized businesses in an ever-changing economic landscape.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “Our mission is to help clients manage their financial books and records as well as providing products that help recognize cost reduction for a number of expense categories.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “It's October and tax season is beginning.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “Most small businesses fail because of poor accounting.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “Growing companies face a challenge: For you to stay focused on building your business, you need solid financial management with a dependable accounting function-a resource you may…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Helping Nonprofit Organizations maintain and interpret their financial records so they can more effectively serve their community.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “Providing flexible solutions to evolving challenges.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “Flores CPA & Associates - Accounting Tax & Finance is a business service firm dedicated to assisting small businesses and middle market companies with their: · Accounting /…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Customized profit solutions for small businesses.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “Frak Finance is a financial firm that offers bookkeeping, accounting, and fractional CFO services to SaaS, eCommerce and SMBs in the 1-5M+ range.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Michael Weiner, the Principal at Optimal Approach, has been providing accounting & business services for over 40 years.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Treadwell Accounting and Consulting, LLC is an accounting and consulting firm specializing in CFO and back-office finance support for today's entrepreneurs and small business…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
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: outsourced financial management services. 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 outsourced financial management services.
- Partial evidence
- Its own public description names part of outsourced financial management services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name outsourced financial management services. 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 63 outsourced financial management services based in Chicago, United States
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Outsourced financial management services based in Chicago, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 63 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 outsourced financial management services, 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 Chicago, United States whose own description of what they do matches “outsourced financial management services”. 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 outsourced financial management services), 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 outsourced financial management services, and records with no verified work email. Companies headquartered outside Chicago 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, 60 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 21, 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.
Outsourced financial management services by metro in the United States
- Outsourced financial management services in New York155
- Outsourced financial management services in Los Angeles112
- Outsourced financial management services in Houston98
- Outsourced financial management services in Austin84
- Outsourced financial management services in Atlanta83
- Outsourced financial management services in Denver64
- Outsourced financial management services in Chicago63
- Outsourced financial management services in Dallas61
- Outsourced financial management services in Miami61
- Outsourced financial management services in San Diego48
- Outsourced financial management services in San Francisco41
- Outsourced financial management services in Phoenix38
- Outsourced financial management services in Portland35
- Outsourced financial management services in Tampa33
- Outsourced financial management services in Washington31
- Outsourced financial management services in Orlando29
- Outsourced financial management services in San Antonio29
- Outsourced financial management services in Boston28
- Outsourced financial management services in Las Vegas28
- Outsourced financial management services in Minneapolis25
- Outsourced financial management services in Sheridan25
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 outsourced financial management services, 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 outsourced financial management services are there based in Chicago, United States?
RevenueBase identified 63 outsourced financial management services headquartered in Chicago, 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?
Fiscal Advocate, INC, headquartered in Chicago, tops this list with the largest team on record.
Which city has the most outsourced financial management services?
New York leads with 155 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 60 verified decision-maker contacts tracked across these 63 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 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 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.
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