# Best Accounting Firms in San Diego, CA ## How Many Accounting Firms Products Does G2 Track? **Total Products under this Category:** 151 ### Category Stats (Aug 2026) - **Average Rating:** 4.24/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings _Last updated: August 01, 2026_ ## How Does G2 Rank Accounting Firms Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 700+ Authentic Reviews - 151+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Accounting Firms ![G2 Grid® for Accounting Firms plotting products by satisfaction and market presence](https://www.g2.com/categories/accounting-firms/grids.png?focus%5B%5D=55613&focus%5B%5D=161000&focus%5B%5D=113590&focus%5B%5D=1405496&focus%5B%5D=1338&focus%5B%5D=1466358&focus%5B%5D=10751&focus%5B%5D=148954) Highlighted products: Pilot, Zeni, PwC, Inkle, KPMG, Haven, Indinero, and Collective. Underlying data: [Grid® JSON](https://www.g2.com/categories/accounting-firms/grids.json?focus%5B%5D=pilot&focus%5B%5D=zeni&focus%5B%5D=pwc-pwc&focus%5B%5D=inkle-2024-11-18&focus%5B%5D=kpmg&focus%5B%5D=haven-2025-06-02&focus%5B%5D=indinero&focus%5B%5D=collective) **Sponsored** ### BNTouch Mortgage CRM BNTouch Mortgage CRM is an all-in-one mortgage CRM and point-of-sale platform built specifically for mortgage loan originators (MLOs), brokers, mortgage teams, and mortgage companies. It brings the full mortgage relationship lifecycle into one system: capture a lead, work the prospect, collect an application, manage borrower and partner communication while the loan is in process, and keep the relationship active after funding. BNTouch includes: - Mortgage CRM and lead management: Capture leads from forms and web chat; organize borrowers, prospects, past clients, and referral partners; route and distribute leads; manage stages, notes, tags, groups, custom fields, tasks, activities, and follow-up. - Sales and pipeline workflows: Use task lists, checklists, reminders, call and email activity, lead-source tracking, dashboards, scorecards, reporting, forecasting, and team workflow visibility. - Mortgage marketing: Deploy 400+ prebuilt mortgage marketing campaigns, email campaigns, newsletters, video marketing, social content, co-marketing, direct-mail and postcard workflows, and milestone follow-up for birthdays, loan anniversaries, and funded loans. - Digital mortgage and POS workflows: Support digital 1003 applications, borrower and referral-partner portals, document requests and collection, e-signature options, preapproval-letter workflows, and in-process borrower communication. Post-close retention: Manage past-client follow-up, refinance opportunities, rate-related opportunities, listing signals, referral requests, and ongoing relationship marketing after funding. - MAIA AI Assistant: Use natural-language requests to find CRM information, summarize conversations, draft emails and marketing content, create or update tasks, notes, records, and statuses, set reminders, and navigate BNTouch. MAIA is user-directed CRM assistance and does not underwrite loans or replace compliance review. - Opportunity Mining: An available intelligence module that can surface credit, equity, refinance, rate, and listing-related opportunities from a mortgage database. The loan officer chooses the next action: call, text, email, assign a task, or place the contact into an appropriate workflow. - Connected workflows: BNTouch supports LOS-connected CRM workflows, plus email, calendar, lead-source, calling, pricing, and Zapier-connected tools. Buyers should confirm their specific LOS, integration method, module, and plan availability during evaluation. - White Glove managed CRM service: An optional service for teams that want help with process analysis, configuration, campaign creation, automation, workflow setup, reporting, implementation, and training. BNTouch at a glance: - 22+ years built only for mortgage - 40+ mortgage tools across CRM, marketing, borrower workflows, and available modules - 400+ prebuilt mortgage marketing campaigns - 4,500+ active mortgage offices - 6,500+ mortgage offices served since 2003 - $43.7B+ in mortgage loans closed by users over the last two years - 1300+ verified reviews at a 4.7-star aggregate across BNTouch review sources [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=797&secure%5Bchosen_at%5D=2026-08-11T10%3A20%3A53Z&secure%5Bdisplayable_resource_id%5D=66318&secure%5Bdisplayable_resource_type%5D=Software&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=66318&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=66318&secure%5Bresource_id%5D=797&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Faccounting-firms%2Flocations%2Fsan-diego-ca-us&secure%5Btoken%5D=74a89cdef1e736da7ded832db683df96e0dae5a0296be9eac875ec5929d6ab59&secure%5Burl%5D=https%3A%2F%2Fwww.bntouch.com&secure%5Burl_type%5D=company_website) ### [KPMG](https://www.g2.com/products/kpmg/reviews) We offer broad management consulting skills including technology enablement. **Average Rating:** 4.2/5.0 **Total Reviews:** 22 #### Who Is the Company Behind KPMG? - **Seller:** [KPMG](https://www.g2.com/sellers/kpmg-e2874d4d-01ea-4fab-aa80-7344e39b9d73) - **HQ Location:** New York - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6484382897b6c40df8932121e1811ba762577fa5b7c029aabc8189b25bf072fc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkpmg-us&secure%5Burl_type%5D=linkedin_company_website) 53,551 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 50% Medium, 36% Small #### What Are Recent G2 Reviews of KPMG? **["The greatest financial service"](https://www.g2.com/survey_responses/kpmg-review-7640920)** **Rating:** 5.0/5.0 stars _— John M._ [Read full review](https://www.g2.com/survey_responses/kpmg-review-7640920) **["KPMG - Right Choice"](https://www.g2.com/survey_responses/kpmg-review-8605228)** **Rating:** 4.0/5.0 stars _— Verified User in Consulting_ [Read full review](https://www.g2.com/survey_responses/kpmg-review-8605228) ### [Avitus Group](https://www.g2.com/products/avitus-group/reviews) Avitus Group is a company that simplifies, strengthens and grows businesses by providing administrative support such as Payroll, accounting, taxes, HR and much more.) **Average Rating:** 3.8/5.0 **Total Reviews:** 2 #### Who Is the Company Behind Avitus Group? - **Seller:** [Avitus Group](https://www.g2.com/sellers/avitus-group) - **Year Founded:** 1996 - **HQ Location:** Billings, US - **Twitter:** @AvitusGroup 389 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9f59e1e8bb30b190a84ef24c90a04aac001242df8941a7d5c4ac681b4a2996e5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Favitus-group&secure%5Burl_type%5D=linkedin_company_website) 131 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small #### What Are Recent G2 Reviews of Avitus Group? **["Avitus Group Help and work reduction !!"](https://www.g2.com/survey_responses/avitus-group-review-4443974)** **Rating:** 4.0/5.0 stars _— Brent C._ [Read full review](https://www.g2.com/survey_responses/avitus-group-review-4443974) ### [Ernst & Young](https://www.g2.com/products/ernst-young/reviews) One of the world's leading professional services organizations, helps companies across the globe to identify and capitalize on business opportunities. **Average Rating:** 4.1/5.0 **Total Reviews:** 20 #### Who Is the Company Behind Ernst & Young? - **Seller:** [Ernst & Young (E&Y)](https://www.g2.com/sellers/ernst-young-e-y) - **Year Founded:** 1989 - **HQ Location:** London - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=340d34cb6814593cb6be46462017d68a16b372058fc6a3ec69bc30c2ac8b9ee0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fernstandyoung&secure%5Burl_type%5D=linkedin_company_website) 403,177 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 70% Large, 40% Medium #### What Are Recent G2 Reviews of Ernst & Young? **["Advisory and Implementation"](https://www.g2.com/survey_responses/ernst-young-review-11769267)** **Rating:** 4.0/5.0 stars _— Verified User in Consulting_ [Read full review](https://www.g2.com/survey_responses/ernst-young-review-11769267) **["Good company to work with for rich experience"](https://www.g2.com/survey_responses/ernst-young-review-10658599)** **Rating:** 4.5/5.0 stars _— Aavinashh L._ [Read full review](https://www.g2.com/survey_responses/ernst-young-review-10658599) #### What Are G2 Users Discussing About Ernst & Young? - [Who owns EY India?](https://www.g2.com/discussions/who-owns-ey-india) - [Why is EY famous?](https://www.g2.com/discussions/why-is-ey-famous) - [What is Max Ernst known for?](https://www.g2.com/discussions/what-is-max-ernst-known-for) - [What is Ernst short for?](https://www.g2.com/discussions/what-is-ernst-short-for) ### [Wald & Company, P.C](https://www.g2.com/products/wald-company-p-c/reviews) Wald & Company, P.C is a firm that provides accounting, tax, audit, and consulting services for corporations, entrepreneurs, emerging growth companies, and individual clients. #### Who Is the Company Behind Wald & Company, P.C? - **Seller:** [Wald & Company, P.C](https://www.g2.com/sellers/wald-company-p-c) - **HQ Location:** Quincy, MA - **Twitter:** @WaldandCompany 13 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® Spotlight Categories [Webinar Platforms](https://www.g2.com/categories/webinar) [Customer Service Automation Software](https://www.g2.com/categories/customer-service-automation) [Robotic Process Automation (RPA) Software](https://www.g2.com/categories/robotic-process-automation-rpa) [Electronic Data Interchange (EDI) Software](https://www.g2.com/categories/electronic-data-interchange-edi) [E-Signature Software](https://www.g2.com/categories/e-signature) Similar Categories - [409A Valuations Providers](/categories/409a-valuations-providers) - [Auditing Services](/categories/auditing-services) - [Bookkeeping Services](/categories/bookkeeping-services) - [Business Process Outsourcing (BPO) Service](/categories/business-process-outsourcing-bpo-service) - [Enterprise Performance Management (EPM) Consultants](/categories/enterprise-performance-management-epm-consultants) - [Financial Consulting](/categories/financial-consulting) - [Investment Firms](/categories/investment-firms) - [Other Business Finance](/categories/other-business-finance) - [Tax Credit Providers](/categories/tax-credit-providers) - [Tax Services](/categories/tax-services) [Browse Accounting Firms Themes](/categories/accounting-firms/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated October 3, 2024 Accounting firms provide comprehensive financial management services to businesses. By carefully tracking financial information, accounting firms are able to assure legal compliance and advise organizations on financial decisions. Businesses will typically work with these companies year-round but will have the most contact during the generation of quarterly or monthly reports and tax information. Many accounting firms offer [tax services](https://www.g2.com/categories/tax-services) and some firms specialize in taxes entirely. In addition to tracking financial information and providing tax services, accounting firms conduct large-scale examinations known as accounting audits. The purpose of an accounting audit is to systematically review an organization’s accounting process for inefficient, inconsistent, or suspicious procedures and transactions. Like [bookkeeping services](https://www.g2.com/categories/bookkeeping-services), many accounting firms will offer record keeping of a business's day-to-day financial transactions. Show More