Platforms To Outsource Financial Services

By Riya | Reviewed by Aashish Pahwa
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If you are someone who flips out at the sight of spreadsheets, invoices, or managing any other finance-related tasks, we feel you. Financial matters can be a real headache. They are complex, tedious and oftentimes, simply frustrating. So, what can one do? 

Well, you could hire and maintain an in-house team of professionals. However, that too, comes at a hefty price. The other option is DIY-ing things your own way, but honestly, what business owner has the time and energy to do that? 

But what if we told you, you could easily delegate these critical financial tasks to highly-trained experts without a burning hole in your pocket? Enter financial service outsourcing solutions. 

But with a wide range of outsourcing platforms available in the market, how do you know which one is the best fit for you? 

In this article, we'll explore the seven best platforms to outsource financial services. These platforms will be the much-needed lifeline you need to escape the long to-do list of financial tasks, allowing you to focus on what truly matters—growing your business. 


  1. To Hire Top 3% Financial Experts: Toptal, “A leading marketplace for top finance experts in financial modelling and valuation, interim CFO work, startup funding support, pricing strategy, market sizing, and more.”

  2. For Bookkeeping: Wishup, “A platform that connects you with highly-vetted and highly-trained financial VAs that specialise in bookkeeping and accounting.” 

  3. To Hire Financial Analysts: Upwork, “A leading online freelancing platform that connects you with highly-qualified financial analysts who can help with financial planning, forecasting, budgeting, investment analysis, and more.” 

  4. For Auditing Services: Fiverr, “An online marketplace that allows you to connect with independent auditors who can perform various types of audits, such as financial audits, internal audits, compliance audits, and more.”

  5. To Hire Quickbooks Consultants:, “ allows you to search for freelancers who specialise in using QuickBooks, an accounting software widely used by businesses for bookkeeping, invoicing, financial reporting, and more. “

  6. For Payroll Management: Gusto, “An online platform designed to simplify and streamline payroll management for businesses of all sizes.”

  7. For Location-Specific Financial Services:, “A global freelancing marketplace where you can find financial professionals based on their geographical location, allowing them to find experts who are familiar with local financial regulations, tax laws, and market dynamics.”

How We Found The Best Platforms To Outsource Financial Services?

Finding the best platforms to outsource financial services wasn't an easy task. We didn't shy away from hard work, though. We dug deep, investing countless hours, and personally tested numerous platforms to bring you this carefully curated collection of the top seven. 

But before we could say "Eureka!" and finalise our list, we had to go through quite the process. Here's what we did:

  • We looked for platforms that offered a wide range of financial services, including bookkeeping, accounting, tax preparation, payroll, and financial reporting.
  • We also assessed their technology infrastructure, scalability, and ability to integrate with our existing systems.
  • We scrutinised the credentials, certifications, and industry experience of the platforms under consideration.
  • We paid special attention to their track record, client testimonials, and case studies to assess their ability to deliver high-quality financial services.
  • Given the sensitive nature of financial data, we prioritised platforms that demonstrated robust data security measures.
  • We actively sought referrals and reviews from other businesses or industry professionals who had previously outsourced financial services.
  • We obtained detailed pricing information from each platform and compared it against the services they offered.

So, after all that hard work and thorough investigation, we present you with this carefully curated collection of the top seven platforms to outsource your financial services. We've done the legwork, so now you can sit back, relax, and make an informed decision that suits your needs.

Recommended Platforms To Outsource Financial Services

Toptal -Platforms To Outsource Financial Service

To Hire Top 3% Financial Experts


Toptal boasts an exclusive network of top-tier talent, allowing you to tap into the expertise of the top 3% of financial professionals. With Toptal's meticulous screening process, you gain access to exceptional individuals who have been rigorously vetted for their skills and experience.

Toptal caters to a wide range of industries and offers a curated selection of highly skilled freelancers. Whether you need assistance with complex financial analysis, strategic planning, or investment management, Toptal ensures you find the right match.

Moreover, the platform provides easy communication and coordination channels between clients and freelancers. With their project management tools, you can streamline tasks, provide feedback, and ensure precision and efficiency in the execution of your critical financial decisions.

They also offer dedicated support throughout your journey. Their team is always ready to assist you, ensuring that the chosen freelancer meets your expectations and that your experience on the platform is smooth and hassle-free.


For Bookkeeping


Wishup is the perfect solution if you're looking for a dedicated virtual assistant to handle your bookkeeping needs. With a rigorous vetting process in place, Wishup ensures that you only get to work with the top 1% of the talent in the industry. Their virtual assistants are highly skilled, experienced, and capable of delivering exceptional bookkeeping services. 

Wishup also makes sure these professionals are well-versed in over 70+ accounting software and tools, including QuickBooks live bookkeeping, Zoho, FreshBooks, and Xero. That means they can seamlessly integrate into your existing workflows, making your life easier and your bookkeeping processes smoother than ever.

Speaking of tasks, there's a wide range of things you can outsource to Wishup's virtual bookkeepers:

  • Accounts payables
  • Expense data entry
  • AR/AP reconciliations
  • Payroll management
  • Timely payments
  • Financial statements
  • Tax Preparation
  • Invoicing

And you know what’s even better? Wishup guarantees a 24-hour onboarding process, so you can get your customer support operations up and running in no time. Plus, they offer a generous 7-day trial period to test their services firsthand before committing. And if you hire someone who doesn't quite fit the bill, no worries—just reach out to your account manager for a quick replacement.

If you find yourself overwhelmed with day-to-day bookkeeping tasks or are struggling to keep track of your expenses and revenue, you will definitely benefit from Wishup’s bookkeeping services. 

Upwork Platforms To Outsource Financial Service

To Hire Financial Analysts


Whether you require expertise in investment analysis, financial planning, risk assessment, or any other area of financial analysis, Upwork will ensure you get the professional assistance to outsource financial service's needs. 

If you're seeking financial analysts with knowledge and experience in a particular industry or market, Upwork allows you to narrow down your search based on those criteria. You can specify the industry or market you operate in, ensuring that the financial analysts you find understand the unique dynamics and challenges of your specific field. 

To find the right financial analyst for your needs, Upwork offers two straightforward options: 

  • Create a job posting on Upwork's marketplace, where you can outline the specific qualifications and expertise you require. 
  • Alternatively, opt for Upwork's Talent Scout Program, a personalised approach where dedicated recruiters will assist you in finding the perfect financial analyst.

One of the great advantages of using Upwork is the convenience of accessing all the necessary information about a candidate right from their profile. By simply clicking on a candidate's profile, you can instantly view their qualifications, work history, samples of their previous work, and feedback from past clients. 

Furthermore, Upwork's messaging system is incredibly useful, providing you with an easy way to communicate with your shortlisted candidates. You can discuss project details, ask questions, and provide feedback, all within a single, convenient platform.

If you're looking to find skilled financial analysts who excel in their field, Upwork is the perfect platform to find your ideal match.


For Auditing Services


With Fiverr's diverse community of talented auditors, you can easily find the perfect match for your auditing needs. On Fiverr, you gain access to a pool of highly skilled professionals who possess extensive knowledge and expertise in various auditing domains, including finance, accounting, compliance, and risk management. 

These professionals are capable of using cutting-edge tools and methodologies to conduct thorough assessments of your organisation's financial records and internal processes.

The platform's intuitive design allows you to navigate through profiles, read client reviews, and evaluate potential auditors based on their past performance. This robust social validation system enables you to find an auditor who not only meets your requirements but also fits within your budget.

With escrow options in place, you can ensure that your funds are protected until you are satisfied with the final audit results. Fiverr also offers reliable customer support to assist you throughout the hiring process, addressing any concerns or questions you may have.

Moreover, Fiverr's platform ensures you can easily communicate with your chosen auditor, exchange files and documents, and track the progress of your audit—all in one place. 

So, if you're in need of professional auditing services, take advantage of the convenience and expertise offered by Fiverr.

guru Platforms To Outsource Financial Service

To Hire Quickbooks Consultants

With Guru, a reliable platform to outsource financial service and hire dedicated remote experts, you easily hire consultants who are extremely well versed with the accounting software QuickBooks. 

These Quickbooks consultants can:

  • Can manage invoices and payments.
  • Update business files. 
  • Set up QuickBooks spreadsheets and data reports. 
  • Integrate information such as customers, timelines, orders, and estimates into your company’s QuickBooks accounts.

One of the key advantages of using Guru is that it's quite affordable. You can find QuickBooks consultants who offer competitive rates, allowing you to maximise the value of your budget.

Moreover, the platform provides a user-friendly interface that facilitates communication, file sharing, and project management

You also get SafePay payment protection and your choice of preferred payment method to ensure your transactions are purely secure. 

With Guru, finding the perfect QuickBooks consultant is both quick and easy. 


For Payroll Management


Gusto is an innovative payroll software designed to simplify the complexities of payroll management. Gusto offers an intuitive interface that is easy to navigate, allowing you to manage your payroll effortlessly. That’s right, you don't need to be a payroll expert to use Gusto and get things done.

With Gusto, you get access to: 

  1. Automated Payroll Processing: Gusto automates the entire payroll process, from calculating employee wages and deductions to generating pay stubs. 
  2. Tax Compliance: With Gusto, all of your tax obligations are taken care of. They handle all federal, state, and local tax filings and payments, keeping you in good standing with the authorities.
  3. Employee Self-Service: Gusto offers self-service features for employees. They can access their pay stubs, tax forms, and other important documents online, saving you time and reducing administrative burdens.
  4. Integrations and Benefits: Gusto seamlessly integrates with popular accounting software, time-tracking systems, and HR platforms, streamlining your entire business workflow. Additionally, it offers a range of benefits, such as health insurance and retirement plans, to help you attract and retain top talent.
  5. Expert Customer Support: Gusto’s dedicated customer support team is always ready to help. Whether you have a question or encounter an issue, we're here to provide timely and reliable support to ensure your payroll processes run smoothly.

Whether your team is big, small, in-person, or remote, Gusto has the payroll, benefits, and hiring tools you need, all in one place making it one of the best platforms to outsource financial service.

Freelancer Platforms To Outsource Financial Service

For Location-Specific Financial Services

If you’re looking for location-specific platform to outsource financial service tailored to your needs, then look no further than With professionals working in over 10 countries, it's the go-to platform for connecting you with talented freelancers around the world.

As one of the largest and most established freelance marketplaces, will connect you with talented financial freelancers from around the world. The best part? Instead of you searching for finance professionals, they come to you!

Here's how it works: Create a project outlining the skills and experience you require, and any location preferences you have. Once your project is live, qualified financial professionals can view it and place their bids.

During the bidding process, freelancers propose their rates and estimated completion timeframes. You have the freedom to review their bids, explore their profiles, and assess their qualifications, ratings, portfolios, and client feedback.

Overall, simplifies the process of connecting you with talented finance professionals who reside in your desired location. 

With built-in communication tools, keeps you connected with your freelancer throughout the project. You can monitor progress, provide feedback, and request revisions, ensuring the final deliverables meet your expectations.