Company lists · Data refreshed September 2026
Top 18 Professional services accounting platforms based in San Diego, United States
RevenueBase identified 38 professional services accounting platforms headquartered in San Diego, United States as of September 2026 and tracks 397 professional contacts across them, including 195 with verified work emails. Across the United States, New York is the largest hub for this category (133 companies); San Diego has 38.
This list covers professional services accounting platforms headquartered in San Diego, 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 29, 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 18 largest professional services accounting platforms based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 102 contacts → | ||||
Indirect evidence “We offer a multitude of services ranging from traditional compilations, audits, reviews and tax returns, to other specialties, such as personal financial planning, retirement plan…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 52 contacts → | ||||
Indirect evidence “About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 46 contacts → | ||||
Indirect evidence “Mission: Christy White Associates’ promise to our clients is a worthwhile business relationship with responsive, trustworthy advisors and timely delivery of quality assurance…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 44 contacts → | ||||
Indirect evidence “LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 39 contacts → | ||||
Strong evidence “Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 contacts → | ||||
Indirect evidence “Who are we?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Partial evidence “Welcome to Green Path Partners LLP, where we redefine the standards of excellence in accounting and taxation services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Partial evidence “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Strong evidence “Inosio provides an operations platform which layers above your existing accounting platform allowing you the benefit of sophisticated and mobile features without sacrificing your…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “Welcome to the integrated future of financial excellence – Hedgi AI meets Schwartz & Schwartz, your expert advisors and innovative solution providers in one.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “You should be focused on growing your business, not on keeping your own books or creating financials.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “AI-Powered Accounting for San Diego Businesses We help you cut the friction from bookkeeping, reporting, and workflows so finance actually fuels growth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Partial evidence “The professional services of Chris B.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “My Books and Taxes is a vibrant client-center accounting firm that empowers Lawyers to scale their firms through reliable and accurate financial information allowing them to…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “We are the simplest way for consultants, freelancers, or solopreneurs to log their hours and get paid.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “Jessica uses QuickBooks Online so you don’t have to.” Source: RevenueBase Database · checked Sep 29, 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: professional services accounting platforms. 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 professional services accounting platforms.
- Partial evidence
- Its own public description names part of professional services accounting platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name professional services accounting platforms. 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 18 of 38 professional services accounting platforms based in San Diego, United States
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Professional services accounting platforms based in San Diego, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 38 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 professional services accounting platforms, 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 San Diego, United States whose own description of what they do matches “professional services accounting platforms”. 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 professional services accounting platforms), 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 professional services accounting platforms, and records with no verified work email. Companies headquartered outside San Diego 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, 195 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 29, 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.
Professional services accounting platforms by metro in the United States
- Professional services accounting platforms in New York133
- Professional services accounting platforms in Houston81
- Professional services accounting platforms in Los Angeles64
- Professional services accounting platforms in Atlanta61
- Professional services accounting platforms in Dallas56
- Professional services accounting platforms in Austin55
- Professional services accounting platforms in Miami52
- Professional services accounting platforms in Chicago50
- Professional services accounting platforms in San Francisco45
- Professional services accounting platforms in Denver35
- Professional services accounting platforms in Jacksonville25
- Professional services accounting platforms in Tampa25
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 professional services accounting platforms, 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 professional services accounting platforms are there based in San Diego, United States?
RevenueBase identified 38 professional services accounting platforms headquartered in San Diego, 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?
Considine & Considine, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most professional services accounting platforms?
New York leads the United States with 133 headquartered companies, followed by Houston (81) and Los Angeles (64). San Diego has 38.
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 195 verified decision-maker contacts tracked across these 38 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 29, 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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