Top Accountants and Accounting Firms
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Featured
What are Featured Providers?
$1,000+$100 - $149 / hr50 - 249New York, NYServices provided
See all 31 projects1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
See all 31 projectsGeorge Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
See all 10 projectsCoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.
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UndisclosedUndisclosedFreelancer
Services provided
Enterprise Tax Service is a small Accounting company founded in 2020. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249
Services provided
MG Madrid & Company is a Business Consulting and Accounting company. They are based in Makati City, Philippines, and their services include Business Consulting and Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
See all 18 projectsindinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.
$1,000+$200 - $300 / hr10 - 49Services provided
See all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$1,000+< $25 / hr50 - 249
Services provided
Midsize Accounting and answering service Vision Sync Solutions, is in Newark, Delaware and Bengaluru, India. Their services include Accounting and Call Center Services.
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$1,000+< $25 / hr10 - 49Morden, England
Services provided
ACCOTAX - Chartered Accountants in London & Tax Consultants is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team provides Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed10 - 49New York, NY
Services provided
The A Team is a New York, New York-based Finance & Accounting Outsourcing (FAO) and Accounting company. They offer Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Cincinnati, OH
Services provided
Based in Cincinnati, Ohio, NETMARK is an Accounting and Business Valuation Services company. Founded in 2015, the team provides Accounting and Business Valuation Services.
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$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Services provided
See all 3 projectsCDA Accounting And Bookkeeping Services LLC provides a comprehensive range of accounting and financial services, including bookkeeping, tax preparation, financial reporting, and audit services. Clients consistently praise their expertise, professionalism, and ability to enhance financial management and decision-making processes. The firm is noted for its qualified staff and effective handling of financial transactions, resulting in increased efficiency and improved business operations.
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Featured
What are Featured Providers?
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
See all 2 projectsWasserman Accounting CPA is a comprehensive accounting services firm specializing in bookkeeping, financial reporting, tax preparation, and financial advisory. The firm consistently receives positive feedback, with 100% of reviewers highlighting their reliable project management, clear communication, and timely compliance with statutory deadlines, thereby ensuring clients receive accurate financial reporting and proactive tax planning.
UndisclosedUndisclosed10 - 49Services provided
See all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
UndisclosedUndisclosed10 - 49Services provided
See all 1 projectsAlexander Accountants, CPAs is an accounting services firm specializing in tax preparation, financial reporting, and financial advisory. Reviews highlight their expertise and effective tax-saving strategies, achieving significant client savings. Clients praise their communication and accuracy, with 100% positive feedback noting their knowledge and timely project delivery.
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$1,000+Undisclosed50 - 249
Services provided
Accounting company SS360 - Business Services was founded in 2020. The agency provides Accounting and IT staff augmentation.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
Services provided
HR Wise llc is an Accounting company. Established in 2008, the firm focuses on Accounting and HR Consulting.
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Featured
What are Featured Providers?
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
See all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
$1,000+< $25 / hr50 - 249Ho Chi Minh City, VietnamServices provided
See all 5 projectsInnovature Consulting Company Limited offers services in bookkeeping, tax preparation, financial planning, and outbound calling. Reviews highlight their responsiveness, adaptability, and effective communication. Clients appreciate their ability to manage accounting tasks and meet deadlines, noting a good cultural fit and budget-friendly pricing.
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UndisclosedUndisclosed2 - 9New Delhi, India
Services provided
See all 1 projectsRMG Consulting provides comprehensive services including bookkeeping, financial statement preparation, tax preparation and planning, and legal support. The reviews highlight their exceptional accuracy, efficiency, and commitment to delivering measurable outcomes, such as maintaining a reconciliation accuracy rate of over 98% and reducing tax liabilities by 10%. Clients consistently praise their professionalism, responsiveness, and dedication to cost efficiency.
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UndisclosedUndisclosed10 - 49Greenslopes, Australia
Services provided
Accounting company Austral Accountants was launched in 2012. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is in Greenslopes, Australia and Brisbane City, Australia.
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UndisclosedUndisclosed10 - 49Vilnius, Lithuania
Services provided
See all 1 projectsEasystaff offers bookkeeping and financial reporting services, focusing on efficient and legal payment processes for remote teams. Clients consistently praise Easystaff for their prompt response times, streamlined online tools, and automated payment systems, which enhance overall efficiency and reduce administrative burdens. The company's fixed commission structure and dedicated support contribute to a smooth and fast transaction experience.
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$1,000+$25 - $49 / hr10 - 49Brooklyn, NY
Services provided
Accounting company Accounting Heroes specializes in Accounting and Finance & Accounting Outsourcing (FAO). They were established in 2019.
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UndisclosedUndisclosed10 - 49Providence, RI
Services provided
GrowthLab Finance-as-a-Service is a small Providence, Rhode Island-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr2 - 9St. Louis, MO
Services provided
E&A CFO Group is an Accounting company. They are in St. Louis, Missouri. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Brad Smith, CPA, LLC is an Accounting company. The company is based in Indianapolis, Indiana. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Woburn, MA
Services provided
Analytix Finance & Accounting is a Finance & Accounting Outsourcing (FAO) company launched in 2006. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Berlin, Germany
Services provided
Qetax Corporation is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the firm is in and Berlin, Germany.
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UndisclosedUndisclosed10 - 49Taguig, Philippines
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Proseso Consulting is a small Finance & Accounting Outsourcing (FAO) and Accounting company founded in 2019. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hr10 - 49
Services provided
WISEWEL LLC is a Finance & Accounting Outsourcing (FAO) and Accounting company established in 2020. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
Accountz LLC is an Accounting and Financial Advising & Planning company established in 2023. The company offers Accounting and Financial Advising & Planning, and is small.
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$1,000+< $25 / hr10 - 49Pune, India
Services provided
See all 2 projectsLedgerAce Consulting LLP provides a range of accounting services, including bookkeeping, financial reporting, and the preparation of financial statements. Reviews highlight their efficiency, timely delivery, and strong work ethics. Clients appreciate their commitment to quality and responsiveness, making them a reliable partner for outsourcing accounting tasks.
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UndisclosedUndisclosed10 - 49Lalitpur, Nepal
Services provided
Tigg is a small cloud consulting & SI and Accounting company. Established in 2019, the team offers cloud consulting & SI and Accounting.
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$1,000+< $25 / hr2 - 9
Services provided
AURIGA ACCOUNTING PRIVATE LIMITED is a Business Consulting and Accounting company. The team is in New Delhi, India, and their services include Business Consulting and Accounting.
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Undisclosed$25 - $49 / hr2 - 9Brooklyn, NY
Services provided
Ceptrum is a Finance & Accounting Outsourcing (FAO) and Accounting company established in 2021. The small team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Preston, Australia
Services provided
Float Accounting is an Accounting company. They specialize in Accounting and BI & big data consulting & SI and were launched in 2021. The agency is in Preston, Australia and Melbourne, Australia.
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$5,000+$25 - $49 / hr10 - 49Cumming, GA
Services provided
KAELVEN CONSULTANCY SERVICES PRIVATE LIMITED is an Accounting company. Launched in 2021, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr10 - 49Winnipeg, Canada
Services provided
Cayde Accounting & Tax is an Accounting company founded in 2020. Headquartered in Winnipeg, Canada and Calgary, Canada, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
Services provided
Based in Sheridan, Wyoming, Books At Ease is a Finance & Accounting Outsourcing (FAO) and Accounting company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$25 - $49 / hr2 - 9
Services provided
Black & White Creative is a small Advertising company headquartered in Reedsville, West Virginia. Their services include Advertising and Social Media Marketing.
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$5,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Services provided
Business Link UAE, an Accounting company, was established in 1996. The team specializes in Accounting and Business Consulting and is based in دبي, United Arab Emirates.
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
Services provided
Small Accounting and Financial Advising & Planning company Penny Software, is in Abu Dhabi, United Arab Emirates. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Nashville, TN
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XMI, a midsize Accounting company, is located in Nashville, Tennessee. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249
Services provided
Exco A²A Polska is an Accounting company founded in 1999. Based in Warszawa, Poland and Kraków, Poland, the team provides Accounting and Business Consulting.
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$1,000+< $25 / hr2 - 9Delhi, India
Services provided
Legal Salaah is an Accounting company. They are in Delhi, India and have small team. They focus on Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr10 - 49Dubai, United Arab Emirates
Services provided
Acuvat Auditing is an Accounting company. The firm is in Dubai, United Arab Emirates. Their services include Accounting and Financial Advising & Planning.
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$5,000+$200 - $300 / hr10 - 49West Leederville, Australia
Services provided
Accounting company Insight Advisory Group was established in 1990. Located in West Leederville, Australia, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sheung Wan, Hong Kong
Services provided
Galaxy integrated corporate solution is an Accounting company. The Sheung Wan, Hong Kong-based agency was established in 2020. Their services include Accounting and Financial Advising & Planning.
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$1,000+$150 - $199 / hr10 - 49Tucson, AZ
Services provided
Founded in 2019, MOD Ventures LLC is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Finace Consultancy, an Accounting company, is in Dubai, United Arab Emirates. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr250 - 999Bogotá, Colombia
Services provided
Finance & Accounting Outsourcing (FAO) company Crowe Co S.A.S. (Colombia) was launched in 1995. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49
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Ayam Groups is a small Accounting company. The team focuses on Accounting and Translation.
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UndisclosedUndisclosed10 - 49
Services provided
See all 1 projectsThustt Accounting provides comprehensive services including bookkeeping, tax preparation, and financial reporting. Client reviews highlight their efficient and timely project management, pocket-friendly pricing, and prompt responsiveness. Overall, Thustt Accounting is praised for updating and balancing financial books, facilitating easier tax filing for businesses.
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$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Services provided
Risians Accounting & Auditing Firm in Dubai, an Accounting company, is headquartered in دبي, United Arab Emirates. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249New Delhi, India
Services provided
Ahlawat & Associates is an Accounting company. They offer Accounting and Commercial Financing and are in New Delhi, India and Mumbai, India.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
GENNEX ACCOUNTING AND BOOKKEEPING is an Accounting company headquartered in Dubai, United Arab Emirates. Founded in 2021, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
Gould+Partners LLC is an Accounting company. They are in New York, New York and have small team. They specialize in Accounting and Marketing Strategy.
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$1,000+$50 - $99 / hr10 - 49Ahmedabad, India
Services provided
Established in 2020, CHAPA KAZI BUSINESS SERVICES is a web design company. The team specializes in Web Design and Accounting and is headquartered in Ahmedabad, India.
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UndisclosedUndisclosed10 - 49Chatham, England
Services provided
Carleys is a small Accounting company. Launched in 1950, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Services provided
Accounting company MASAR Chartered Accountants was launched in 2013. The company offers Accounting and Financial Advising & Planning.
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List of the Best Accounting Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.4/40.016.6/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249Wrocław, Poland
Ability to deliver
30.7/40.016.6/20 Reviews6.8/10 Clients & Experience7.3/10 Market PresenceService focus
70% Accounting30% Other -
$1,000+$150 - $199 / hr2 - 9Toronto, Canada
Ability to deliver
30.6/40.016.2/20 Reviews6.3/10 Clients & Experience8.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9
Ability to deliver
30.4/40.016.4/20 Reviews9.3/10 Clients & Experience4.7/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Wrocław, Poland
Ability to deliver
28.5/40.016.2/20 Reviews6.2/10 Clients & Experience6.1/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Ability to deliver
28.4/40.015.2/20 Reviews7.7/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Harrow, HA1 1PD, England
Ability to deliver
28.2/40.016.2/20 Reviews6/10 Clients & Experience6/10 Market PresenceService focus
90% Accounting10% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
31.6/40.016.4/20 Reviews9.3/10 Clients & Experience5.9/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr1,000 - 9,999Sugar Land, TX
Ability to deliver
27.6/40.017.4/20 Reviews3.7/10 Clients & Experience6.5/10 Market PresenceService focus
100% Accounting
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
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Top Accountants and Accounting Firms
An accounting firm manages and analyzes a business’s financial activities. Core responsibilities include bookkeeping, preparing financial statements, filing taxes, and advising on cash flow and compliance. Many firms also offer strategic insights such as budgeting, forecasting, and risk management to help leadership make informed decisions. In short, accountants translate numbers into actionable business intelligence.
Typical offerings include:
- Bookkeeping & general ledger maintenance
- Payroll processing and payroll tax filings
- Tax preparation, planning, and advisory
- Audit and assurance (internal or external)
- Financial reporting under GAAP or IFRS
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CFO or controller outsourcing
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Specialized niches—estate planning, fiduciary accounting, or ERP system implementation Firms often bundle these services into customizable packages, letting you scale support as your organization grows.
Pricing depends on location, complexity, and scope:
- Basic monthly bookkeeping: $500–$2,000
- Full-service accounting (bookkeeping + payroll + tax): $2,000–$10,000 per month
- Annual audit for SMBs: $10,000–$50,000
- Hourly consulting: $100–$300+
Rates rise for Big Four–level audits, multi-entity consolidations, or highly regulated industries. Always request detailed proposals outlining deliverables, hourly rates, and any one-time fees.
Start by defining your must-have services and budget. Then:
- Check Clutch reviews for verified client experiences.
- Evaluate industry expertise—manufacturing, SaaS, nonprofit, etc.
- Confirm certifications (CPA, ACCA) and regulatory compliance.
- Assess communication style and tech stack (cloud platforms, automation tools).
- Request sample reports to gauge clarity and depth.
Shortlist two or three firms and schedule discovery calls before making a final decision.
- Lack of transparency about pricing or engagement scope
- Guarantees of “huge tax refunds” without context
- No proof of professional liability insurance
- Outdated software or resistance to cloud-based tools
- Slow or unclear communication during the proposal stage
If any of these arise, keep looking.
- Which industries do you specialize in?
- Who will be my day-to-day contact, and what are their qualifications?
- How do you ensure data security and confidentiality?
- What software platforms do you use, and can you integrate with our systems?
- How do you measure success and report on KPIs?
- Can you provide references for similar engagements?
Well-prepared answers indicate a firm’s readiness to support your business.
Outsourcing gives you on-demand access to a multidisciplinary team such as tax specialists, auditors, and CFO-level advisors, often at a lower cost than maintaining full-time staff. You also gain independent oversight, reduced fraud risk, and scalable expertise as your company expands.
Bookkeepers focus on daily transaction recording and basic reconciliations. Certified Public Accountant (CPA) firms can perform audits, represent you before tax authorities, and provide higher-level advisory services. Growing businesses often start with bookkeeping, then engage a CPA firm for complex compliance and strategic guidance.