Accounting Firms for Financial Services & FinTech Companies for Trust & Estate Planning
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!
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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.
