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Accounting Firms for Financial Services & FinTech Companies in Massachusetts

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

Good Operator - Accounting, Finance, Tax, & Fractional CFO | Advisory Services, Bookkeeping, Fractional CFO Services
Good Operator - Accounting, Finance, Tax, & Fractional CFO
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23 Client Reviews

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"Chase was kind, clear, and went out of his way to support even though we resolved I could handle things on my own without a third party. Would definitely refer him to other entrepreneurs and will reach out again later down the line :)"
Steady Co - Accounting, Tax & Fractional CFO | Advisory Services, Bookkeeping, Payroll Services
Steady Co - Accounting, Tax & Fractional CFO
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13 Client Reviews

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"Everything has been easy, professional, and straight forward."
YOLO Numbers | Advisory Services, Bookkeeping, Mergers and Acquisitions
YOLO Numbers
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4 Client Reviews

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"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"

Accountants

Nimbl | Advisory Services, Bookkeeping, Fractional CFO Services
Nimbl
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26 Client Reviews

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"Fast and great service. I would highly recommend based on the price."
Good Operator - Accounting, Finance, Tax, & Fractional CFO | Advisory Services, Bookkeeping, Fractional CFO Services
Good Operator - Accounting, Finance, Tax, & Fractional CFO
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23 Client Reviews

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"Chase was kind, clear, and went out of his way to support even though we resolved I could handle things on my own without a third party. Would definitely refer him to other entrepreneurs and will reach out again later down the line :)"
Steady Co - Accounting, Tax & Fractional CFO | Advisory Services, Bookkeeping, Payroll Services
Steady Co - Accounting, Tax & Fractional CFO
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13 Client Reviews

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"Everything has been easy, professional, and straight forward."
Pilot Management Group | Accounts Payable/Receivable, Budgeting & Forecasting, Business Tax Preparation
Pilot Management Group
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11 Client Reviews

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"Working with Kellan has been a great experience. She is thorough, patient, and always willing to answer questions in a way that makes you feel informed rather than overwhelmed. She is so knowledgable and transparent, and I can tell she has a genuine desire to help. I feel so supported and understood every step of the way. I couldn’t recommend her more."
Solopreneur Tax | Advisory Services, Bookkeeping, Payroll Services
Solopreneur Tax
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9 Client Reviews

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"Excellent experience and would recommend to others. I'm not sure why anyone works with big firms anymore when you can have full confidence that you will get great expertise and service likes this."
YOLO Numbers | Advisory Services, Bookkeeping, Mergers and Acquisitions
YOLO Numbers
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4 Client Reviews

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"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
CPA on Fire - Concierge Tax Strategy & Advisory | Bookkeeping, Mergers and Acquisitions, Tax Preparation
CPA on Fire - Concierge Tax Strategy & Advisory
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4 Client Reviews

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"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
Anchor | Advisory Services, Bookkeeping, Fractional CFO Services
Anchor
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3 Client Reviews

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"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!"
Ursa Consultants | Advisory Services, Bookkeeping, Fractional CFO Services
Ursa Consultants
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2 Client Reviews

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"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."
Bookkeeper360 | Advisory Services, Bookkeeping, Fractional CFO Services
Bookkeeper360
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2 Client Reviews

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"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Showing 1 - 10 of 17 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.

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.
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