Top Accountants and Accounting Firms
32,456 Companies
List of the Best Accounting Companies
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Featured
What are Featured Providers?
$1,000+$100 - $149 / hr50 - 249New York, NYServices provided
100% AccountingSee 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
85% Accounting15% Tax LawSee all 31 projectsGeorge Dimov, CPA is an accounting services firm specializing in tax preparation, bookkeeping, payroll, and financial advisory. Reviews highlight an impressive 100% positive feedback for their professionalism, responsiveness, and timely delivery. Notably, 88% of reviewers commend their ability to address complex financial situations and provide tailored recommendations, showcasing their expertise in financial reporting and tax filing.
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)See all 12 projectsCoCountant is an accounting services firm providing comprehensive bookkeeping, financial reporting, and controller-level oversight. Across reviews, clients praise their reliability, attention to detail, and ability to consistently meet deadlines, with 100% of feedback highlighting timely project management and high-quality consultation. Their services, including bookkeeping, tax preparation, and financial statement preparation, are tailored for various business needs, ensuring audit readiness and enhanced financial visibility.
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$1,000+$150 - $199 / hr2 - 9West Hollywood, CA
Services provided
100% AccountingMatei & Co. Is an Accounting company. Their small team is headquartered in West Hollywood, California. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
100% AccountingSamuel B. Choi Accountancy Corp is an Accounting company headquartered in Los Angeles, California. They specialize in Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee 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
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee 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
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee 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+$150 - $199 / hr2 - 9Los Angeles, CA
Services provided
100% AccountingWWSA CPAs is an Accounting company. Their small team is based in Los Angeles, California. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9San Francisco, CA
Services provided
100% AccountingCalifornia Accounting Center, an Accounting company, was launched in 1993. The firm provides Accounting.
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$1,000+$100 - $149 / hr2 - 9NY, NY
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100% AccountingAccounting Group of WNY, an Accounting company, was established in 1997. Based in NY, New York, the team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49Wakefield, MA
Services provided
100% AccountingJohnson O'Connor Feron & Carucci is an Accounting company. They are located in Wakefield, Massachusetts. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
Services provided
100% AccountingHertz Herson CPA is a midsize Accounting company based in New York, New York. Their services include Accounting.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingSee 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.
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
100% AccountingSee 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
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee 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+$100 - $149 / hr10 - 49Boston, MA
Services provided
100% AccountingCohen + Associates is an Accounting company. Based in Boston, Massachusetts, the firm was founded in 1983. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Marblehead, MA
Services provided
100% AccountingFounded in 1981, Carlton, Healy & Frederick is a small Accounting company. Their services include Accounting.
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Featured
What are Featured Providers?
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee 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
30% Accounting20% Customer Service Outsourcing15% BI & Big Data Consulting & SI +4 services10% Back Office Outsourcing10% Call Center Services10% Finance & Accounting Outsourcing (FAO)5% Video ProductionSee 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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$1,000+$100 - $149 / hr2 - 9Burlington, MA
Services provided
100% AccountingIn Burlington, Massachusetts, S. Gordon Corporation is an Accounting company. They focus on Accounting and were established in 1978.
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$1,000+$100 - $149 / hr10 - 49Newton, MA
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100% AccountingHeadquartered in Newton, Massachusetts, AGS Tax Group is a small Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49Schaumburg, IL
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100% AccountingCukierski & Kowal is a small Accounting company in Schaumburg, Illinois. The team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
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100% AccountingD'Andrea & Associates is a small Accounting company located in Chicago, Illinois. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
Services provided
100% AccountingWashington, Pittman & McKeever, an Accounting company, was launched in 1939. In Chicago, Illinois, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Pleasanton, CA
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100% AccountingDePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
100% AccountingChu and Waters is a small Accounting company located in San Francisco, California. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9St. John's, Canada
Services provided
100% AccountingEstablished in 2014, Clarified Accounting, a small Accounting company, is located in St. John's, Canada. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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100% AccountingI&U CPA is an Accounting company. Located in New York, New York, their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Monticello, NY
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100% AccountingBachrach, Waschitz & Waschitz is a Monticello, New York-based Accounting company. They specialize in Accounting.
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$1,000+$100 - $149 / hr10 - 49Needham, MA
Services provided
100% AccountingSandler & Company is an Accounting company. The team focuses on Accounting, and the agency is located in Needham, Massachusetts.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
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100% AccountingLocated in Los Angeles, California, Neuman + Associates is a small Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
100% AccountingHRH Accountancy Corporation is an Accounting company. The San Francisco, California-based agency was launched in 1986. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
Services provided
100% AccountingAccounting company Clarke Public Accounting is located in Chicago, Illinois. They specialize in Accounting and were founded in 1993.
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$1,000+$100 - $149 / hr10 - 49Harwood Heights, IL
Services provided
100% AccountingD&J Accounting and Tax Services is an Accounting company established in 1990. The company offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
Services provided
100% AccountingPrado & Renteria is an Accounting company founded in 1990. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Park Ridge, IL
Services provided
100% AccountingEstablished in 1977, Rozovics Group is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Skokie, IL
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100% AccountingRudder Services is an Accounting company founded in 2017. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
100% AccountingSchwartz, Platz & Associates, CPA is a small Sacramento, California-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Kawit, Philippines
Services provided
100% AccountingAccounting company JCSN Accounting Services was established in 2009. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
100% AccountingMichael Petrushansky, CPA PC is an Accounting company in Brooklyn, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Payneham, Australia
Services provided
100% AccountingGMA Accounting & Taxation is an Accounting company headquartered in Payneham, Australia. They focus on Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
100% AccountingLogica Accounting Service is an Accounting company in California. The team provides Accounting.
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$5,000+$25 - $49 / hr2 - 9Warszawa, Poland
Services provided
100% AccountingTAX-LEX is an Accounting company. The Warszawa, Poland-based agency was established in 2015. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
100% AccountingCompu-Tax & Accounting is an Accounting company. The agency is in Phoenix, Arizona. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Meriden, CT
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100% AccountingAccounting company Lake Financial Services, LLC was established in 2009. The firm specializes in Accounting.
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UndisclosedUndisclosed10 - 49East Hartford, CT
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100% AccountingHeadquartered in East Hartford, Connecticut, Slade Company LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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100% AccountingPrivate Tax Solutions is an Accounting company. Founded in 2015, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
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100% AccountingHeadquartered in Chennai, India, Startup Incorporation - The Filings is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Easley, SC
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100% AccountingGarrison Business & Tax Services is an Accounting company. They are headquartered in Easley, South Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ocean Grove, Australia
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100% AccountingOcean Grove Accounting & Taxation Services is an Accounting company. Established in 2013, the firm is located in Ocean Grove, Australia. Their team focuses on Accounting.
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$1,000+$25 - $49 / hr2 - 9Truganina, Australia
Services provided
100% AccountingArna Accounting Services, an Accounting company, provide Accounting. They were founded in 2017.
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UndisclosedUndisclosed2 - 9Buffalo, WY
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100% AccountingCloud Peak Accounting is an Accounting company. Their team is located in Buffalo, Wyoming. The agency offers Accounting.
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UndisclosedUndisclosed10 - 49Naperville, IL
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100% AccountingHolland & Company, CPAs is an Accounting company. They are headquartered in Naperville, Illinois, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Pawtucket, RI
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100% AccountingJSB Tax Services LLC is an Accounting company. Established in 2007, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Glendale, CA
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100% AccountingIntegrity Accounting Solutions® is a small Glendale, California-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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100% AccountingMoody Accounting Services, inc., an Accounting company, is located in Plantation, Florida. Launched in 2002, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Waterford Township, MI
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100% AccountingLaunched in 2005, Butler CPA & Associates, PLLC is a small Accounting company based in Waterford Township, Michigan. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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100% AccountingStrategic Business Alliance, LLC is an Accounting company. Their small team is headquartered in Carlsbad, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
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100% AccountingLaunched in 2025, Applied Tax & Books is a small Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Dearborn, MI
Services provided
100% AccountingEstablished in 2017, CommonWealth is an Accounting company. Their team provides Accounting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
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
33/40.017.8/20 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 -
$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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other
Latest Accounting Articles
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How to Create a Budget for Accounting Services [With Template]
Use our custom template for your accounting budgeting process.
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.
Get personalized agency matches based on your project goals.