Company lists · Data refreshed September 2026

Top 25 Virtual accounting firms based in San Diego, United States

RevenueBase identified 107 virtual accounting firms headquartered in San Diego, United States as of September 2026 and tracks 920 professional contacts across them, including 211 with verified work emails. New York is the largest hub.

This list covers virtual accounting firms 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 14, 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 14, 2026 86% judged on-target in blind review
107Companies
920Contacts tracked
211Verified emails
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The 25 largest virtual accounting firms based in San Diego, United States

Ranked by team size
Top 25 of 107 virtual accounting firms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to virtual accounting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202651-200120 contacts →

Indirect evidence

“At Optima Office, we understand the challenges businesses face with financial management and HR services.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-5020 contacts →

Partial evidence

“Back Office Support Solutions is an outsourced accounting and operations firm that creates a tailored approach to support each client's specific needs in accounting/bookkeeping…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202651-20019 contacts →

Indirect evidence

“When your business needs actionable insights from the story your financial data is telling you, turn to us.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-5016 contacts →

Indirect evidence

“Who are we?”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-5013 contacts →

Indirect evidence

“With over a 100 years of experience, we have worked help companies focus on their core business while we streamline all the work that consumes your biggest resource, TIME!”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-5012 contacts →

Indirect evidence

“Do you have a handle on how much your company made or lost in the last month?”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-5012 contacts →

Indirect evidence

“Wastvedt & Company, Inc, a CPA and business consulting firm, helps companies and individuals maximize financial opportunities and minimize liability with expert tax planning and…”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-5012 contacts →

Partial evidence

“Profitwise Accounting & Advisory is a cloud-based accounting firm helping MSPs and growth-focused businesses gain greater financial clarity, confidence, and support through…”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-1010 contacts →

Partial evidence

“Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“RG Alliance is an outsourced back-office support and bookkeeping firm based in San Diego, California.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-507 contacts →

Partial evidence

“Simplexity Services provides accounting and back-office services for startups and fast growing companies.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-507 contacts →

Partial evidence

“Here at RISE Consulting Group, we offer outsourced accounting, financial, and other support services for privately held businesses, providing timely, accurate and actionable…”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-507 contacts →

Partial evidence

“An accounting and bookkeeping services company with offices in California, Arizona, and Calgary, Alberta Canada.”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-506 contacts →

Partial evidence

“CASHUK WISEMAN GOLDBERG BIRNBAUM & SALEM LLP is an accounting company based out of 2851 CAMINO DEL RIO SOUTH SUITE 410, SAN DIEGO, California, United States.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Feeling overwhelmed about your business finances?”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-105 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 14, 2026
17Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

Accounting and tax services”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“We are San Diego's premier QuickBooks accounting and tax firm.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
20Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Achieve Accounting Consulting provides accounting, book-keeping, payroll, and consulting services to business in San Diego.”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-102 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 14, 2026
22Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 202611-502 contacts →

Partial evidence

“Founded in 2018, based in San Diego and with over 25 full time employees, we are a premier accounting and bookkeeping company.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Bookkeeping that cares about your business as much as you do.”

Source: RevenueBase Database · checked Sep 14, 2026
24Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.”

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceSan Diego, CA, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“At Off Your Plate, our goal is to do just that - take the accounting services off of your "VERY BUSY PLATE".”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 107 virtual accounting firms based in San Diego, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 211 reachable decision-makers.

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Virtual accounting firms based in San Diego, United States at a glance

As of Sep 14, 2026
22.9%Verified-email coverage
8.6Average contacts per company
1-10Median size (employees)
243.0%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
83
11-50
21
51-200
3

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 107 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 virtual accounting firms, 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 “virtual accounting firms”. 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 virtual accounting firms), 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 virtual accounting firms, 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, 211 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 14, 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.

Virtual accounting firms 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 virtual accounting firms, 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 virtual accounting firms are there based in San Diego, United States?

RevenueBase identified 107 virtual accounting firms 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?

Optima Office, INC, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most virtual accounting firms?

New York leads with 260 headquartered companies, followed by Houston (202) and Los Angeles (163).

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 211 verified decision-maker contacts tracked across these 107 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 14, 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.