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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249New York, NYServices provided
100% AccountingSee all 31 projects1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.
Reviews mention Knowledgeable
Clients express strong sentiment regarding the knowledgeability of 1-800Accountant, highlighting their expertise in tax management as particularly impressive. One client noted, 'We’re very impressed with their expertise and knowledge of tax management,' underscoring the value they provide in addressing complex tax queries. Overall, the feedback reflects a high level of satisfaction with the team's knowledge and responsiveness, contributing to the client's ongoing partnership with the firm.-
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 Jan 12, 2022We’re very impressed with their expertise and knowledge of tax management.
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4 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read moreWas this helpful?
More responsive than most other service providers
Get in Touch1-800Accountant is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$209 Best for businesses that need essential year-round $249 Tax prep, strategy, and bookkeeping tools. $419 Full-service bookkeeping plus Core Accounting.View PackagesBusiness Accounting Package
Flat-rate accounting packages for small businesses, freelancers, and entrepreneurs. From year-round tax advisory to full-service bookkeeping and tax preparation, we have a plan for every stage of business. No hourly fees, no surprises.Was this helpful?
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
85% Accounting15% Tax LawSee all 37 projectsGeorge Dimov, CPA is a comprehensive accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. With a strong focus on timely delivery and problem-solving, 100% of reviewers commend their effective communication and professionalism. While a small percentage note communication could improve, clients overwhelmingly appreciate their proactive and detailed approach to complex financial needs.
Reviews mention Knowledgeable
Clients consistently highlight George Dimov, CPA's extensive knowledge and expertise in accounting and tax-related matters. One client noted their impressive ability to address any tax or accounting questions, while another praised their comprehensive understanding of financial needs from multiple perspectives. Additionally, a freelancer expressed confidence in the team's diligence and the secure handling of their taxes, emphasizing their attentiveness and helpfulness. Overall, the sentiment regarding their knowledge is overwhelmingly positive.-
Accounting, Bookkeeping & Tax Filing for SEO Services Co
5.0 Jul 12, 2024It's impressive how easy it is to work with George Dimov, CPA and how supportive and knowledgeable they are. Any questions or concerns I had about taxes or accounting, they had answers to.
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Accounting Services for Insurance Agency
5.0 Jan 31, 2024We were impressed with their ability to look at our overall financial and tax needs from several different angles and their comprehensive knowledge of how to tackle each situation.
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Tax Filing & Payment for Content Creator
5.0 Jul 22, 2020The attentiveness & helpfulness of George which has filtered down to the same standard within his team - very knowledgeable and I felt secure with my taxes being in the right hands.
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1 of 2 reviews are 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for George Dimov, CPA reflect a mixed sentiment. One client praised their timely delivery and problem-solving abilities, noting cost savings from an S-Corp switch. Conversely, another client expressed significant dissatisfaction, citing poor communication, technical incompetence, and a lack of support following payment. This disparity suggests that while some clients find value in their services, others have experienced serious shortcomings, particularly in customer service and professional competence.Was this helpful?
13 of 14 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 14 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall, clients have expressed mixed sentiments regarding the cost and value for money of George Dimov, CPA's services. While some reviews highlight good value and effective cost management, such as a client noting that pricing fit their budget and provided excellent returns, others criticized the quality of service post-engagement, indicating a drop in responsiveness and technical competence after payment. Clients appreciate transparent billing structures and fair rates, yet concerns about inconsistent communication and service delivery persist.Was this helpful?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 20 projectsIndinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.
Reviews mention Communicative
The feedback regarding Indinero's communication is overwhelmingly positive. Clients consistently highlight their responsiveness and clarity in communication. One client noted their 'great communication' and 'timeliness,' while another emphasized the team's 'attention to detail' and 'willingness to help.' Clients appreciated the regular virtual meetings and updates, stating that Indinero made them feel supported and informed throughout their engagements. Overall, the sentiment reflects a strong appreciation for Indinero's communicative approach and partnership ethos.-
Back Office Fiscal Services for Healthcare Consulting Firm
5.0 Apr 8, 2022They are communicative and timely. Our dedicated professionals meet regularly with key staff. The company has dedicated a professional to learning the nuances of the company to provide customized support.
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Finance & Accounting Services for Consumer Products Company
5.0 Apr 1, 2022Great communication and timeliness are highlights of their project management style. The senior controller schedules regular calls with us to go over bills, finances, etc. They are very attentive and responsive.
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Accounting Services for Virtual Care Platform Company
5.0 Apr 1, 2022Communication with the team is extremely clear. They communicate their timelines and will freely as if they're coming against hurdles. They will clearly communicate if there are shifts in staff or who takes on which responsibilities.
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Accounting & Bookkeeping for Software Company
5.0 Jan 7, 2025We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
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Accrual Accounting Services for Food Service Management Co
5.0 Sep 6, 2023The project management was characterized by very efficient and great communication by Brittany and Carla. The primary forms of communication with inDinero were Virtual Meeting and Email or Messaging App. This approach ensured that our needs were met promptly and effectively.
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15 of 15 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 15 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read moreWas this helpful?
Industry Experience
Indinero has demonstrated strong expertise across various industries, including financial services, advertising & marketing, medical, and software. Clients commend their attention to detail, responsiveness, and organizational skills, particularly in financial management and strategic planning. Overall sentiment is highly positive, with businesses highlighting improved financial visibility and operational efficiency, making Indinero a suitable partner for companies looking to enhance their accounting and financial processes.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial servicesWas this helpful?
More responsive than most other service providers
Get in Touchindinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed50 - 249Saintes, France
Services provided
40% Accounting30% Financial Consulting20% Financial Advising & Planning +1 service10% Business ConsultingAccounting company FIMECO Walter France was launched in 1965. Headquartered in Saintes, France and Angoulême, France, the team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249Abuja, Nigeria
Services provided
40% Accounting20% Business Consulting20% Financial Advising & Planning +1 service20% Financial ConsultingNexia Agbo Abel & Co. Is a midsize Accounting company established in 2004. Their team focuses on Accounting and Business Consulting.
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Featured
What are Featured Providers?
$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$1,000+$150 - $199 / hr10 - 49Ottawa, CanadaServices provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
In recent reviews, Zenbooks has received consistently positive feedback for their responsiveness, knowledge, and project management. Clients praised their ability to deliver on time and provide high-quality work, with one noting they 'cleaned up years of messy books' and enabled reliable financial forecasting. However, a few clients suggested improvements in project visibility and language support. Overall, the sentiment is highly favorable, highlighting Zenbooks as a capable partner in accounting and financial services.Was this helpful?
7 of 8 Accounting reviews are 5 stars7 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 8 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 — Zenbooks provides bookkeeping services for a corporate travel and retreat planning company. The team oversees the client's month-end bookkeeping tasks and manages their tax filing and payroll Read moreWas this helpful?
Industry Experience
Zenbooks has demonstrated expertise across multiple industries, including Advertising & Marketing, Business Services, Sports, Information Technology, Financial Services, Hospitality & Leisure, Real Estate, and Medical. Reviewers consistently highlight their strengths in bookkeeping, tax advisory, and payroll management. Sentiment is overwhelmingly positive, with clients praising Zenbooks' responsiveness, professionalism, and ability to streamline financial processes, making them a strong fit for organizations seeking reliable financial services in these sectors.
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Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing MedicalWas this helpful?
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$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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed50 - 249
Services provided
40% Accounting40% Call Center Services20% RecruitingCallsultant is a call center company. They are in Bodrum, Türkiye. Their team offers Call Center Services and Accounting.
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UndisclosedUndisclosed50 - 249Norwich, England
Services provided
40% Accounting30% Business Valuation Services30% Commercial FinancingAston Shaw Accountants is an Accounting company. Headquartered in Norwich, England and Histon, England, the agency offers Accounting and Commercial Financing.
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UndisclosedUndisclosed50 - 249Norwich, Norfolk, England
Services provided
40% Accounting20% Business Valuation Services20% Financial Advising & Planning +2 services10% Business Consulting10% Financial ConsultingM+A Partners is an Accounting company. In Norwich, Norfolk, England and Attleborough, Norfolk, England, the firm offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Coral Gables, FL
Services provided
40% Accounting40% Business Valuation Services20% Commercial FinancingAbitOs, CPAs and Advisors is an Accounting company. They offer Accounting and Business Valuation Services and are headquartered in Coral Gables, Florida.
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UndisclosedUndisclosed1,000 - 9,999Montréal, Canada
Services provided
20% Accounting20% Business Consulting20% HR Consulting +5 services15% Financial Consulting10% Business Valuation Services5% AI Consulting5% Cybersecurity5% IT Strategy ConsultingRaymond Chabot Grant Thornton, a Business Consulting company, was launched in 1948. The large team specializes in Business Consulting and 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.
2 of 2 reviews are 5 stars2 new reviews for Accounting servicesLess than $10,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for Clarity Tax Group & CPA's reflect a strong overall sentiment, highlighting their professionalism and responsiveness. Clients praised the firm's ability to manage bookkeeping and payroll efficiently, with one client noting that 'everything is in order for the business.' Another client emphasized the firm's quick responses and helpfulness in maintaining good records. Overall, clients expressed satisfaction without any noted areas for improvement.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read moreWas this helpful?
Industry Experience
Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.Was this helpful?
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
100% AccountingSee all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
1 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In recent reviews, clients have praised Wasserman Accounting CPA for their reliable and organized approach to accounting services, noting timely submissions of statutory filings and accurate financial records. One client highlighted the firm's steady project management and effective communication, emphasizing their impressive consistency in handling essential tasks. Overall, the sentiment is highly positive, with clients appreciating the value provided without any identified areas for improvement.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.Was this helpful?
UndisclosedUndisclosed10 - 49Services provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas this helpful?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
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UndisclosedUndisclosed1,000 - 9,999Jericho, NY
Services provided
20% Accounting25% Business Consulting15% Business Valuation Services +3 services15% Cybersecurity15% Financial Advising & Planning10% BI & Big Data Consulting & SIJ.S. Held LLC is a Business Consulting company. They specialize in Business Consulting and Accounting and were launched in 1974.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
20% Accounting20% Business Valuation Services20% Commercial Financing +2 services20% Financial Consulting20% Funding & InvestmentB. Riley Financial is a Los Angeles, California-based Commercial Financing company. They specialize in Commercial Financing and Accounting and were founded in 1997.
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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 professional accounting firm offering a wide range of services including bookkeeping, tax preparation, and financial advisory. The company is highly praised for its responsiveness, expertise, and alignment with client values, with over 90% of reviews highlighting their effective project management and ability to meet client needs. Their team is noted for delivering timely, accurate financial solutions and maintaining high levels of client satisfaction.
Reviews mention Proactive
Overall, client feedback highlights Appletree Business Services' proactive approach as a significant strength. For instance, one client noted that Patrick consistently exceeded deadlines and was always proactive in addressing their needs. Another client emphasized the team's proactive outreach and follow-ups, stating that they often addressed requests before being asked. Such sentiments illustrate a strong overall satisfaction with the firm's proactive engagement, enhancing client confidence and satisfaction.-
Accounting Services for Property Management Company
5.0 Jul 6, 2023I have had a remarkable experience with Carreen. Her expertise and proactive approach exceeded my expectations, as well as her willingness to help. They utilize advanced technology and provide personalized attention and valuable insights.
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Accounting Services for Digital Marketing Agnecy
5.0 Jan 26, 2023I’m most impressed by their accessibility and availability. The Appletree Business Services team is very proactive and on top of it. They generally address requests before I’ve even thought of them.
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Accounting Services for Electrical Services Company
5.0 Jul 25, 2025The team at Appletree encountered unexpected hurdles with our company and finances, but they tackled it head on and helped ensure that we were set up for success. Diane was especially knowledgeable and extremely professional and helpful. She responded with a positive and proactive attitude, and I've learned a lot working with her.
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Bookkeeping & QuickBooks Setup for Staffing & Recruiting Co
5.0 Nov 5, 2025The team works together from the CEO down to the accounting team. They were proactive and helped me stay on the former sellers. Even helped with a working capital trueup. The cohension amongst the team. Everyone cares about my acquisition and business. Everyone at Apple Tree truly does. It's not just them saying it but they back it up with proactive outreach and follow ups.
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Business Consulting & Continuity Mgmt for Branding Agency
5.0 Dec 22, 2025Patrick is always proactive and exceeds any and all deadlines.
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Industry Experience
Appletree Business Services has received positive feedback across various industries, including Advertising & Marketing, Construction, Business Services, and Financial Services. Clients commend their expertise in financial consulting, bookkeeping, and tax preparation, highlighting their responsiveness and proactive communication. The overall sentiment is favorable, with clients noting their ability to provide tailored solutions for business growth and financial clarity. This provider is particularly well-suited for small to medium-sized businesses seeking comprehensive financial services within these sectors.
Read All ReviewsSelect Industry to see insights
Advertising & marketing Business services Other Industry Manufacturing Home Services Financial services Hospitality & leisure Wellness & Fitness Real estate Design ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback on Appletree Business Services highlights their strong value for money and competitive pricing. Clients frequently noted that their costs fit within budgets, with one client stating they found a 'good value for cost.' Another mentioned a fixed fee structure that prevented budget overruns. Overall sentiment is positive, emphasizing their efficiency, expertise, and the high quality of service provided for the investment, with clients feeling that the services rendered exceeded expectations.Was this helpful?
$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accountingView PackagesBusiness Owners Package
We bundle bookkeeping and tax into an easy monthly subscription. We can also include payroll if needed. This saves you time and money only dealing with one firm, and we can be more proactive with tax strategy throughout the year. Fees range from $650/mo - $3000/mo depending on the size and complexity.Was this helpful?
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UndisclosedUndisclosed1,000 - 9,999New York, NY
Services provided
20% Accounting25% Business Consulting20% Cybersecurity +2 services20% Finance & Accounting Outsourcing (FAO)15% Business Valuation ServicesEstablished in 1891, PKF O'Connor Davies is a Business Consulting company. The team specializes in Business Consulting and Cybersecurity and is based in New York, New York and Miami, Florida.
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UndisclosedUndisclosed1,000 - 9,999Brisbane City, Australia
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +3 services20% Financial Consulting10% Cybersecurity10% Finance & Accounting Outsourcing (FAO)BDO in Australia, a Business Consulting company, is headquartered in Brisbane City, Australia. They offer Business Consulting and Accounting.
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$1,000+< $25 / hr50 - 249Kitchener, Canada
Services provided
20% Accounting20% Back Office Outsourcing20% Tax Law +4 services10% Customer Service Outsourcing10% Financial Consulting10% Insurance Services & Brokers10% Logistics & Supply Chain ConsultingBack Office Outsourcing company ActRatio was established in 2018. The team provides Back Office Outsourcing and Accounting and is located in Kitchener, Canada.
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UndisclosedUndisclosed1,000 - 9,999Richmond, VA
Services provided
20% Accounting20% Benefits Administration20% Compliance Consulting +2 services20% Corporate Law20% Real Estate LawMcGuireWoods LLP is an Accounting company. Their team is located in Richmond, Virginia and Charlotte, North Carolina. The firm focuses on Accounting and Corporate Law.
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UndisclosedUndisclosed50 - 249York, PA
Services provided
40% Accounting20% Commercial Financing20% HR Consulting +2 services10% Cybersecurity10% IT Managed ServicesEstablished in 1918, Stambaugh Ness, a midsize Accounting company, is located in York, Pennsylvania. Their team focuses on Accounting and Commercial Financing.
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UndisclosedUndisclosed50 - 249St Albans, England
Services provided
40% Accounting40% Business Consulting20% Financial ConsultingWMT Chartered Accountants is a Business Consulting company. They are headquartered in St Albans, England, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249London, England
Services provided
40% Accounting30% Commercial Financing30% Financial ConsultingSRLV is an Accounting company. Launched in 1988, the team offers Accounting and Commercial Financing. The firm is based in London, England.
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UndisclosedUndisclosed1,000 - 9,999Sao Paulo, Brazil
Services provided
20% Accounting20% Executive Search20% Recruiting +2 services20% Recruitment Process Outsourcing20% StaffingChronos Consulting is an Accounting company. They are headquartered in Las Vegas, Nevada and Sao Paulo, Brazil, and their services include Accounting and Staffing.
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UndisclosedUndisclosed1,000 - 9,999Vancouver, Canada
Services provided
20% Accounting30% Recruitment Process Outsourcing20% HR Consulting +2 services20% Staffing10% Executive SearchHeadquartered in Vancouver, Canada, NR Consulting is a Recruitment Process Outsourcing company. Their services include Recruitment Process Outsourcing and Accounting.
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Undisclosed< $25 / hrFreelancerLahore, Pakistan
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)20% ERP Consulting and SIICounsel is a Finance & Accounting Outsourcing (FAO) company. In Lahore, Pakistan, their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Teaneck, NJ
Services provided
20% Accounting20% Business Consulting20% Corporate Law +2 services20% Fractional CFO Services20% Web DesignIn Teaneck, New Jersey, Trademark Lobby is a web design company. They specialize in Web Design and Business Consulting.
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UndisclosedUndisclosed50 - 249Corona, CA
Services provided
20% Accounting20% Business Consulting20% Corporate Law +2 services20% Fractional CFO Services20% Intellectual Property LawTrademark Imperial is a midsize Business Consulting company headquartered in Corona, California. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Tirana, Albania
Services provided
20% Accounting20% Back Office Outsourcing20% CRM Consulting and SI +2 services20% Direct Marketing20% Web DevelopmentVigan Solutions, a Direct Marketing company, was launched in 2017. The team specializes in Direct Marketing and CRM consulting and SI.
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Undisclosed< $25 / hr50 - 249Kathmandu, Nepal
Services provided
20% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Advising & Planning20% Financial ConsultingP. & B. Associates is a Business Consulting company headquartered in Kathmandu, Nepal. They focus on Business Consulting and Finance & Accounting Outsourcing (FAO) and were established in 2016.
Read moreMore responsive than most other service providers
Get in TouchP. & B. Associates is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Services provided
20% Accounting20% Business Consulting20% Compliance Consulting +2 services20% Recruiting20% TranslationBusiness Consulting company BRIGHTLINK MANAGEMENT CONSULTANCY L.L.C is located in Dubai, United Arab Emirates. They focus on Business Consulting and Translation.
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$1,000+$25 - $49 / hr50 - 249Wilmington, DE
Services provided
20% Accounting20% Branding20% Cybersecurity +2 services20% Mobile App Development20% UX/UI DesignBranding firm Kavis IT Services is headquartered in Wilmington, Delaware. They offer Branding and UX/UI Design and were founded in 2024.
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$5,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Services provided
20% Accounting20% Business Consulting20% Business Valuation Services +2 services20% Financial Advising & Planning20% Financial ConsultingGerald Duthie Accounting LLC, a Business Consulting company, was founded in 2023. The team focuses on Business Consulting and Accounting and is in Dubai, United Arab Emirates.
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$1,000+$25 - $49 / hr50 - 249Kurunegala, Sri Lanka
Services provided
20% Accounting20% Business Valuation Services20% Digital Asset Management +2 services20% Financial Advising & Planning20% Financial ConsultingFounded in 2021, Accounting Buddy Holdings (Pvt) Ltd is a midsize Accounting company. Their team focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed1,000 - 9,999Raleigh, NC
Services provided
20% Accounting20% BI & Big Data Consulting & SI20% Custom Software Development +4 services10% CRM Consulting and SI10% Conversion Optimization10% ERP Consulting and SI10% Fractional CFO ServicesData analytics company insightsoftware is headquartered in Raleigh, North Carolina. The team provides BI & big data consulting & SI and Custom Software Development.
Read more -
$1,000+$25 - $49 / hr50 - 249Naples, FL
Services provided
20% Accounting20% Back Office Outsourcing20% Branding +2 services20% Conversion Optimization20% Financial Advising & PlanningSouthdesk is a branding company. In Naples, Florida and Medellín, Colombia, the team provides Branding and Conversion Optimization.
Read more -
$25,000+$25 - $49 / hr50 - 249Hyderabad, India
Services provided
20% Accounting20% Back Office Outsourcing20% Business Consulting +2 services20% Customer Service Outsourcing20% Finance & Accounting Outsourcing (FAO)Business Consulting company Kuchimanchi & Gautham Data Management Services was launched in 2019. The firm specializes in Business Consulting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Services provided
20% Accounting40% Business Consulting20% Business Valuation Services +1 service20% Sales OutsourcingIBASE BUSINESS CENTER is a Business Consulting company launched in 2023. Their team focuses on Business Consulting and Accounting.
Read more -
Undisclosed< $25 / hr50 - 249New York, NY
Services provided
20% Accounting20% Content Moderation Services20% Conversion Optimization +2 services20% Search Engine Optimization20% Social Media MarketingBrand Tempest is a social media marketing agency. Their team is in New York, New York. The company specializes in Social Media Marketing and Conversion Optimization.
Read more -
UndisclosedUndisclosedFreelancerWinnipeg, Canada
Services provided
40% Accounting20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +1 service20% Financial ConsultingPeridem is an Accounting company. The Winnipeg, Canada-based company was established in 2019. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$50 - $99 / hr50 - 249Islamabad, Pakistan
Services provided
20% Accounting40% IT Strategy Consulting20% CRM Consulting and SI +1 service20% Financial ConsultingInnoval Technologies is an IT strategy consulting company. They are based in Islamabad, Pakistan and Houston, Texas. Their team offers IT strategy consulting and CRM consulting and SI.
Read more -
$1,000+< $25 / hr50 - 249Hunters Hill, Australia
Services provided
20% Accounting20% Back Office Outsourcing20% Content Writing Services +2 services20% Graphic Design20% Search Engine OptimizationBula Outsourcing is a SEO agency founded in 2021. Based in Hunters Hill, Australia and Suva, Fiji, the team specializes in Search Engine Optimization and Graphic Design.
Read more -
$1,000+$25 - $49 / hr50 - 249Woodbridge Township, NJ
Services provided
20% Accounting30% Business Consulting30% Intellectual Property Law +1 service20% BrandingTrademark Registrations Experts is a midsize Business Consulting company. Launched in 2019, the team offers Business Consulting and Intellectual Property Law.
Read more -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Services provided
20% Accounting20% Business Consulting20% Commercial Financing +2 services20% Financial Advising & Planning20% Funding & InvestmentVANGUARD ACCOUNTANTS & TAX CONSULTANTS is a Business Consulting company based in Dubai, United Arab Emirates. Their services include Business Consulting and Commercial Financing.
Read more -
$5,000+Undisclosed50 - 249San Diego, CA
Services provided
20% Accounting60% Back Office Outsourcing20% Customer Service OutsourcingMedical Care Billing is a Back Office Outsourcing company. The midsize San Diego, California-based team focuses on Back Office Outsourcing and Accounting. The company was established in 2012.
Read more -
$1,000+$50 - $99 / hrFreelancer
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)20% Graphic DesignOcean Trading & Consulting, a Finance & Accounting Outsourcing (FAO) company, was established in 2020. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$150 - $199 / hr50 - 249
Services provided
20% Accounting20% Call Center Services20% Digital Strategy +2 services20% Sales Outsourcing20% Web DesignCallix llc is a Digital Strategy company launched in 2024. The team offers Digital Strategy and Web Design.
Read more -
$1,000+UndisclosedFreelancerChandler, AZ
Services provided
40% Accounting40% Finance & Accounting Outsourcing (FAO)20% Fractional CFO ServicesHathaway Accounting Services is a Finance & Accounting Outsourcing (FAO) company. Their team is headquartered in Chandler, Arizona and provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+< $25 / hr50 - 249Katugastota, Sri Lanka
Services provided
20% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO) +2 services20% Financial Consulting20% HR ConsultingGlobal Contriver is a Business Consulting company established in 2012. The midsize team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
$5,000+$50 - $99 / hr50 - 249
Services provided
20% Accounting20% Branding20% Cybersecurity +2 services20% Mobile App Development20% Sales OutsourcingSamIT Global, a branding firm, is located in Samarkand, Uzbekistan. They offer Branding and Cybersecurity.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
20% Accounting20% Business Consulting20% Corporate Law +2 services20% HR Outsourcing20% Tax LawTargolegal is a Business Consulting company. The midsize Kochi, India-based team provides Business Consulting and Accounting. The company was founded in 2021.
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Undisclosed$50 - $99 / hrFreelancerRomulus, MI
Services provided
40% Accounting20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & Planning +1 service20% Financial ConsultingTBF Consulting Services is a small Accounting company headquartered in Romulus, Michigan. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$25,000+< $25 / hr50 - 249
Services provided
20% Accounting20% Back Office Outsourcing20% Customer Service Outsourcing +2 services20% Video Production20% Web DevelopmentBIN - BPO IN Nepal is a video production company. The team is located in Kathmandu, Nepal, and their services include Video Production and Web Development.
Read more -
$50,000+$25 - $49 / hr50 - 249
Services provided
20% Accounting20% Back Office Outsourcing20% Call Center Services +2 services20% Customer Service Outsourcing20% StaffingVesper services private limited is a call center company launched in 2022. The midsize team specializes in Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed1,000 - 9,999Ridgeland, MS
Services provided
20% Accounting20% AI Development20% Commercial Financing +3 services20% Cybersecurity10% Compliance Consulting10% Corporate Training & CoachingHORNE is a Cybersecurity company. They focus on Cybersecurity and Artificial Intelligence and were founded in 1962. The company is located in Ridgeland, Mississippi.
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$1,000+$50 - $99 / hr50 - 249
Services provided
20% Accounting20% Business Consulting20% Compliance Consulting +2 services20% Financial Advising & Planning20% TranslationTRIIDE is a Business Consulting company. They are headquartered in Shanghai, China, and their services include Business Consulting and Translation.
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$1,000+< $25 / hr50 - 249Lusaka, Zambia
Services provided
20% Accounting20% Cybersecurity20% Digital Strategy +2 services20% IT Managed Services20% Mobile App DevelopmentINFOWISE ENTERPRISES LIMITED is a Digital Strategy company. Located in Lusaka, Zambia, their midsize team focuses on Digital Strategy and Cybersecurity. The agency was founded in 2023.
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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
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- Market presence
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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
-
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.3/40.017/20 Reviews8.4/10 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
32.3/40.018.2/20 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+< $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 -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31/40.016.2/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
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 -
$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 -
UndisclosedUndisclosed50 - 249Wrocław, Poland
Ability to deliver
30.3/40.016.2/20 Reviews6.8/10 Clients & Experience7.3/10 Market PresenceService focus
70% Accounting30% 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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% 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 -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$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 -
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
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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
-
CFO or controller outsourcing
-
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 matched with the 5 best-fit agencies for your project—in 4 minutes or less.