Accounting Firms for Financial Services & FinTech Companies in Salt Lake City
Whether you're a boutique fund, mid-sized wealth firm, or fintech company, accountants listed here have experience handling complex reporting standards, industry-specific regulations, and the needs of firms managing millions (or billions) in assets. Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Featured Accountants
26 Client Reviews
"Fast and great service. I would highly recommend based on the price."
3 Client Reviews
"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
Accountants
26 Client Reviews
"Fast and great service. I would highly recommend based on the price."
22 Client Reviews
"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company. It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
13 Client Reviews
"Everything has been easy, professional, and straight forward."
3 Client Reviews
"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
3 Client Reviews
"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
2 Client Reviews
"I've had the privilege of working with Jace long before he founded Ursa Consultants. His extensive experience as a fractional CFO, combined with his work with hundreds of startups, equips him with a deep well of knowledge to address each client’s unique needs. What truly sets Ursa apart is their personalized approach. Jace and his team genuinely care, rolling up their sleeves to tackle your challenges head-on. They offer a full spectrum of services, from accounting and tax to strategic financial guidance, ensuring comprehensive support for your business."
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
1 Client Reviews
"Excellent, and exactly what we were looking for. The entire team is personable, efficient, and direct. Basis 365 helped us solve a cluster of previously challenging coding and bookkeeping issues, implemented practice-based tagging and reporting for the first time, identified and solved problems that would have been audit challenges, and in short order put us on a path to close on an accrual basis monthly. Likely we will offset most of their fee through error reduction and audit prep time savings."
Red Bike Advisors is on a mission to help small business owners and medical practice owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.
Showing 1 - 10 of 11 results
FrequentlyAsked Questions
What kind of accountant does a financial services firm need?
Firms in financial services often need accountants experienced in regulatory reporting, audits, tax strategy, and compliance—especially with SEC, FINRA, or industry-specific standards.
How much does it cost to hire an accountant in financial services?
Rates vary widely, but most financial services firms pay between $1,000 and $5,000 annually for general services, or $150–$400/hour for specialized help.
Can an accountant help with regulatory compliance?
Yes—especially those experienced in financial services. They help firms meet requirements from the SEC, IRS, FINRA, and other agencies.
What makes financial services accounting different?
It involves greater scrutiny, strict reporting timelines, and industry-specific regulations. Accountants must understand multi-entity setups, asset valuations, and complex tax rules.
Do I need a CPA for my financial services company?
For most regulated financial firms, a CPA is preferred (and often required) for audit and attestation services. For bookkeeping and general tax help, a non-CPA may suffice.
How Specialized Accountants Help Financial Services Firms Stay Compliant and Scalable
From fintech startups to funds, accountants with deep industry experience can help you manage regulatory reporting, tax strategy, and high-stakes audits—so you can grow with confidence.
Not sure who’s right for your financial services company? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
