# Top Accounting Firms in Allentown Recommended Accounting companies in Allentown include KDG, Top Virtual Assistant, George Dimov, CPA, CertPro CPA LLC, Zinman & Company, PC, JADDE Financial Solutions, LLC, Tilghman Accounting + Tax Solutions, Morey, Nee, Buck & Oswald, LLC, Boundless Tax®, RKL LLP. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Accounting Firms in Allentown Ratings Updated: Jul 15, 2026 ### [KDG](https://clutch.co/profile/kdg) #### 4.7 out of 5 star rating (44 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 10 - 49 employees - Allentown, PA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 15% UX/UI Design - 25% Custom Software Development - 20% IT Managed Services - 10% Low/No Code Development - 10% Web Design #### Company description KDG is a company offering a comprehensive suite of accounting services, including bookkeeping, financial statement preparation, and financial analysis, primarily leveraging Zoho Books. Their reviews indicate strong project management skills, responsiveness, and a client-focused approach, with 100% of reviewers praising their adaptability and ability to meet deadlines. Clients appreciate their transparency and dedication to improving business efficiency. [Visit Website](http://www.kyledavidgroup.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Helpful KDG has received positive feedback for their supportive and responsive approach, with clients noting their genuine desire to assist rather than sell. One client emphasized that KDG's team acted as an extension of their own, resolving critical issues and ensuring seamless operations. Another client highlighted the effectiveness of the custom CRM developed for them, which significantly boosted revenue. Overall, KDG is perceived as helpful, knowledgeable, and committed to client success, with no major areas for improvement identified. - CRM for Apartment Locating Company (5.0/5, Oct 8, 2019): Now, they’re even working with us to transition into having an in-house developer. They’re so helpful, and genuinely good guys. [Read Full Review](https://clutch.co/go-to-review/kdg/60582) #### 4 reviews mention Accounting Bookkeeping Services for Diversified Equipment Manufacturer 5.0/5 — KDG provides accounting and bookkeeping services for a diversified equipment manufacturer. They help the business reconcile their expenses and keep track of their books, receivables, and payables through Zoho.  - 2 of 4 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/kdg/43022) #### Experience in 11 industries KDG has garnered positive feedback across various industries, showcasing their expertise in Manufacturing, Education, Telecommunications, Business Services, and Financial Services. Clients consistently praise KDG's project management, technical proficiency, and strong communication. In Manufacturing, they notably improved CRM systems and operational efficiency. In Education, their ability to create customized web solutions helped institutions enhance their online presence. Overall, KDG is well-suited for clients seeking tailored technology solutions in these sectors. [Read All Reviews](https://clutch.co/profile/kdg?verified=true#reviews) ##### Manufacturing Experience KDG has garnered positive feedback from clients in the Manufacturing industry for their expertise in implementing Zoho applications and improving operational efficiencies. Clients highlighted KDG's strong project management skills, responsiveness, and their ability to create tailored solutions that drive sales and inventory management improvements. Their deep understanding of manufacturing processes and commitment to client training has resulted in measurable success, making them a reliable partner for businesses seeking to enhance their operational capabilities. - 6 reviews for manufacturing industry - 5 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Equipment & Supply Company (5.0/5, Jun 20, 2022): KDG provides ongoing accounting services for an equipment and supply company. They help the client set up Zoho Books, migrate to Quickbooks, balance 2021 books, and fix system inventory issues. [Read Full Review](https://clutch.co/go-to-review/kdg/23569) - Bookkeeping Services for Diversified Equipment Manufacturer (5.0/5, Oct 21, 2021): KDG provides accounting and bookkeeping services for a diversified equipment manufacturer. They help the business reconcile their expenses and keep track of their books, receivables, and payables through Zoho.  [Read Full Review](https://clutch.co/go-to-review/kdg/43022) - Communication Software Dev for Electric Company (5.0/5, May 14, 2019): KDG is designing and developing a custom field management software that allows employees to input and track information both in the office and in the field.  [Read Full Review](https://clutch.co/go-to-review/kdg/103504) - Internal Zoho Web & App Dev for Manufacturing Company (5.0/5, Jul 31, 2018): KDG transitioned numerous applications off Lotus Notes and onto Zoho Creator. As an ongoing development partner, they’ve developed multiple iOS and Android apps and provide regular maintenance. [Read Full Review](https://clutch.co/go-to-review/kdg/105272) - Web App Dev & Zoho Setup for Linear LED Lighting Mfr (4.0/5, Aug 6, 2025): KDG has built and maintained a custom web app for a linear LED lighting manufacturer. They've also migrated the client's system from QuickBooks Desktop to Zoho Books and integrated the suite of Zoho apps. [Read Full Review](https://clutch.co/go-to-review/kdg/396171) - Zoho CRM Update for Industrial Tools Manufacturer (5.0/5, Jan 2, 2026): KDG was hired by an industrial tools manufacturer to update their Zoho CRM to better align with their sales team's KPIs. The team trained the client's team during an on-site sales meeting to ensure adoption. [Read Full Review](https://clutch.co/go-to-review/kdg/428153) ##### Retail Experience KDG has demonstrated expertise in developing CRM systems tailored for the retail industry, notably enhancing functionalities for luxury watch retailers. Clients value their alignment with company values and the specialization in platforms like Zoho. However, feedback highlights concerns regarding project management and communication, suggesting a need for improvement in timely deliverables. Overall, KDG's strengths lie in their technical capabilities, but potential clients should weigh the importance of effective communication in project execution. - 1 review for retail industry - $10,000 – $49,000 avg. project cost - Custom Software Development for Luxury Watch Retailer (0.5/5, Jan 17, 2024): A luxury watch retailer hired KDG to help develop an existing CRM system. The team was responsible for building the platform using Zoho. [Read Full Review](https://clutch.co/go-to-review/kdg/262126) ##### IT Services Experience KDG has garnered positive feedback in the IT Services industry, highlighting their responsiveness, effective communication, and strong project management skills. Clients commend their expertise in cloud solutions and web hosting, notably improving operational efficiency and system reliability. Their approach fosters collaboration, making them feel like an extension of the client's team. With a focus on customer needs rather than sales, KDG is positioned as a reliable partner for companies seeking to enhance their IT capabilities. - 2 reviews for it services industry - 2 reviews are 5 stars - Less than $10,000 avg. project cost - Website Migration Services for Automation Service Provider (5.0/5, Mar 1, 2022): KDG provided supplemental development staff to a startup in growth mode. They supported a hosting migration after performing a forensic evaluation of the site. They now troubleshoot tickets and ensure uptime.  [Read Full Review](https://clutch.co/go-to-review/kdg/1398) - Zoho Analytics Dashboard Overhaul for Microsoft CSP Company (5.0/5, Sep 29, 2023): A Microsoft CSP company has hired KDG to overhaul their Zoho Analytics dashboard and improve its implementation. Tasks include building new queries and reports and designing a composite performance index.  [Read Full Review](https://clutch.co/go-to-review/kdg/236961) ##### Construction Experience KDG has received positive feedback within the construction industry, particularly for their expertise in IT systems integration and customized CRM solutions. Clients have praised their responsiveness, project management skills, and ability to tailor solutions to specific business needs. Strengths include effective communication and a proactive approach to troubleshooting. However, some clients noted concerns over project execution quality and billing practices. Overall, KDG demonstrates a solid capability to enhance operational efficiency in construction-related businesses. - 4 reviews for construction industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Zoho CRM Migration for Commercial Flooring Cooperative (4.5/5, Mar 17, 2022): KDG has helped a commercial flooring cooperative migrate from their old CRM and database to Zoho. The team has also customized the new system and developed purchase tracking and reporting features for it.  [Read Full Review](https://clutch.co/go-to-review/kdg/1976) - VPN, Software & Hardware Integration for Construction Company (5.0/5, Dec 6, 2017): KDG integrated hardware and software across multiple companies and locations, providing ongoing support. [Read Full Review](https://clutch.co/go-to-review/kdg/33441) - System Migration for Pool Construction & Cleaning Business (0.5/5, Oct 18, 2022): KDG was hired by a pool construction and cleaning business for help in migrating their business systems to the Zoho platform. They assured the client that the project was aligned with their core competencies. [Read Full Review](https://clutch.co/go-to-review/kdg/162881) - CRM System Dev for Basement Waterproofing Company (4.5/5, Sep 19, 2023): KDG developed a CRM system for a basement waterproofing company for digital data management to improve their analytical capabilities. Features included data, appointment, contract, and service call management. [Read Full Review](https://clutch.co/go-to-review/kdg/233899) ##### Consumer Products Experience KDG has demonstrated expertise in delivering custom CRM solutions for the Consumer Products industry, notably enhancing operational efficiency for a multinational nutritional supplement manufacturer. Their involvement led to 100% user adoption and improved customer retention through effective communication strategies. Clients commend KDG's team for their responsiveness and customer-centric approach, highlighting their ability to facilitate complex integrations and digital marketing efforts. Overall, KDG's professional and impactful collaboration positions them as a strong candidate for businesses in the Consumer Products sector. - 1 review for consumer products industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Software Dev & Digital Mktg for Nutritional Supplements Co (5.0/5, Oct 18, 2021): A manufacturer of nutritional supplements hired KDG to implement their Zoho CRM system and develop a quoting software. The client also outsourced their SEO and digital marketing efforts to the team. [Read Full Review](https://clutch.co/go-to-review/kdg/38992) ##### Legal Experience Feedback from legal industry clients highlights KDG's expertise in IT services tailored for law firms, emphasizing their ability to upgrade technology with minimal downtime. Clients commend KDG for enhancing data security and operational efficiency, noting a smooth workflow and responsive communication throughout projects. Overall, sentiment is highly positive, indicating that KDG is a reliable partner for legal firms seeking to modernize their IT infrastructure. - 1 review for legal industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Managed IT Services for Law Firm (5.0/5, Aug 7, 2020): KDG was hired by a law firm to upgrade all of their equipment and wiring within the building. [Read Full Review](https://clutch.co/go-to-review/kdg/33366) ##### Arts, entertainment & music Experience KDG has received positive feedback from clients in the Arts, entertainment & music industry, highlighting their expertise in custom branding and technology solutions tailored for nonprofits. Notably, Adam Schnell from Ballet Vero Beach praised KDG for their creativity and commitment to understanding specific organizational needs, resulting in impactful graphic design and website integration. Clients appreciate KDG's proactive communication and timely delivery, reinforcing their reputation as a reliable partner for arts organizations seeking to enhance their visibility and operational efficiency. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Design for Dance Company (5.0/5, Apr 24, 2017): KDG rebranded a nonprofit dance company. They developed a website, graphic design work, maintenance of the site, and web integration.  [Read Full Review](https://clutch.co/go-to-review/kdg/107495) ##### Nonprofit Experience The reviews highlight Kyle David Group's (KDG) expertise in supporting nonprofits, particularly through website development, IT consulting, and systems integration. Clients commend KDG for their responsiveness, professionalism, and ability to improve operational efficiency. Their contributions have significantly enhanced security measures and donor engagement for organizations in the nonprofit sector. Overall, the sentiment is highly positive, showcasing KDG as a dependable partner capable of addressing the unique challenges faced by nonprofits. - 1 review for nonprofit industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - IT Service Partner & Web Design for Nonprofit (5.0/5, Feb 2, 2018): After an initial site redesign, KDG provides hosting and maintenance. They continued to assist with IT support and consulting, including a current audit to assess software and increase service integration. [Read Full Review](https://clutch.co/go-to-review/kdg/47341) ##### Healthcare Experience KDG has demonstrated strong expertise in the Healthcare industry, particularly in developing tailored software solutions for specialized medical fields like infertility. Clients commend their ability to simplify complex data management and ensure HIPAA compliance. The collaborative approach and flexibility of the KDG team have garnered positive feedback, with clients noting their responsiveness and commitment to creating user-friendly solutions. Overall, KDG is well-positioned to support Healthcare projects requiring innovative data solutions. - 1 review for healthcare industry - 1 review is 5 stars - Unknown avg. project cost - Custom Web App Dev for Medical Technology Co. (5.0/5, Aug 11, 2020): KDG provides custom software development efforts for a medical technology company. They built a complex laboratory management system that streamlines efforts, inputs data in real-time, and produces reports. [Read Full Review](https://clutch.co/go-to-review/kdg/35993) ##### Dental Experience KDG demonstrates significant expertise in the Dental industry, as evidenced by their successful collaboration with DICE Dental. They excel in marketing, SEO, and patient generation, creating a visually appealing website and effectively enhancing online visibility. Clients commend their responsiveness and personalized approach, highlighting the tangible impact on patient acquisition. Overall, KDG is viewed as a dedicated partner that prioritizes client outcomes, making them a strong fit for dental practices seeking growth and increased patient engagement. - 1 review for dental industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Website Dev, Social Media Marketing & SEO for Dental Office (5.0/5, Aug 4, 2023): KDG developed a website for a dental office. The team also helped with SEO and social media marketing. Their tasks included writing blog posts and social media content and responding to reviews. [Read Full Review](https://clutch.co/go-to-review/kdg/222693) ##### Telecommunications Experience KDG demonstrates exceptional expertise in the Telecommunications industry, particularly in developing tailored web applications for service providers. Clients commend their professionalism, organizational skills, and commitment to project success. Their collaborative approach enables them to effectively address complex challenges, enhancing operational efficiency and customer engagement. With a strong focus on communication and transparency, KDG has proven to be a reliable partner, capable of scalable and agile product development, making them a solid choice for businesses seeking robust telecommunications solutions. - 2 reviews for telecommunications industry - 2 reviews are 5 stars - $1,000,000 – $9,999,999 avg. project cost - Custom Web App Dev for Telecommunications Services Company (5.0/5, Apr 21, 2020): KDG developed a web-based application that is hosted in Google Cloud and is written in Laravel PHP. There is a cutomer-facing interface and an internal portal that tracks projects, tickets, and billing. [Read Full Review](https://clutch.co/go-to-review/kdg/65498) - Custom Web App Development for Telecommunications Firm (5.0/5, Aug 27, 2024): KDG has been hired by a telecommunications firm to build a customer-facing web app. Their work focuses on cloud infrastructure development, app testing, and maintenance.   [Read Full Review](https://clutch.co/go-to-review/kdg/310156) ##### Real estate Experience The reviews highlight KDG | The Kyle David Group's strong expertise in developing custom CRM solutions tailored for the real estate industry. Clients commend their ability to create action-incentivized systems that enhance agent engagement and streamline administrative processes, leading to significant revenue increases. Their collaborative approach and strong communication were also praised. However, there is a noted need for improvement in visual design capabilities. Overall, clients find them to be a valuable partner for real estate technology needs. - 1 review for real estate industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - CRM for Apartment Locating Company (5.0/5, Oct 8, 2019): After being hired for their Zoho CRM expertise, Kyle David Group (KDG) went on to build custom software for a real estate business. The software was for internal use, facilitating agents’ client connections. [Read Full Review](https://clutch.co/go-to-review/kdg/60582) ##### Consulting Experience The Kyle David Group has received positive feedback in the Consulting industry, particularly for their strategic evaluations and creative solutions. Clients commend their professionalism, timely project completion, and effective communication. Their ability to understand client challenges and propose multiple tailored strategies has proven impactful, leading to increased user engagement and inquiries post-project. Overall, their commitment to quality and responsiveness makes them a strong candidate for businesses seeking consulting expertise. - 1 review for consulting industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Rebranding for Healthcare & Higher Education Company (5.0/5, Oct 8, 2018): The Kyle David Group helped a consulting firm rebrand in order to expand its offerings and reach new markets. They advised on strategy, created new branding materials, and redesigned the company website. [Read Full Review](https://clutch.co/go-to-review/kdg/130945) ##### Software Experience KDG | The Kyle David Group demonstrates notable expertise in software development, particularly with the Zoho Creator platform. Clients commend their efficient problem-solving and project management skills, which provide a competitive edge in implementing custom software solutions. The team's ability to adapt solutions for diverse client needs, including multilingual support, showcases their strengths. However, potential clients should be aware of limited availability due to high demand, which may affect project timelines. - 1 review for software industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Zoho Creator Development for Computer Software Company (5.0/5, Oct 16, 2018): KDG | The Kyle David Group developed a platform on Zoho Creator to run email campaigns to suppliers and manage data. After providing ad hoc support, they segued into a second project to build another tool. [Read Full Review](https://clutch.co/go-to-review/kdg/134412) ##### Education Experience KDG has received overwhelmingly positive feedback from clients in the Education industry, highlighting their exceptional expertise and commitment to customizing solutions. Clients appreciated KDG's ability to understand specific educational needs and deliver tailored technological implementations, such as CRM systems and interactive donation platforms. The team's attentive project management and proactive communication fostered strong partnerships, resulting in significant improvements in operational efficiency and user engagement. Overall, KDG is well-regarded as a reliable partner for educational organizations seeking innovative and effective solutions. - 7 reviews for education industry - 7 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Web Design & Dev for Liberal Arts College (5.0/5, Nov 6, 2017): KDG designed, developed, and implemented a WordPress desktop site and a mobile site for a small liberal arts college. Their hosting and maintenance work is ongoing. This review was updated by the client on January 27th, 2020. [Read Full Review](https://clutch.co/go-to-review/kdg/26410) - Cross Registration System for Educational Nonprofit Group (5.0/5, Aug 6, 2020): KDG developed a customized system for a nonprofit group of educational institutions. The goal of the system was to allow students to be able to register to different institutions that follow an approval chain. [Read Full Review](https://clutch.co/go-to-review/kdg/33098) - Website Redesign for Academic Organization (5.0/5, Sep 25, 2019): KDG redesigned a website to make it user-friendly, mobile-friendly and interactive. A scattered set of forms, payment processes, and membership information was organized into a more cohesive website.  [Read Full Review](https://clutch.co/go-to-review/kdg/52213) - Crowd Sourcing Web Portal Dev for High School (5.0/5, Mar 26, 2018): KDG built a 24-hour donation platform, integrating videos and other customized features. They also provided resources for running an all-day event and created an admin portal with backend access. [Read Full Review](https://clutch.co/go-to-review/kdg/63020) - Custom Web App Development for Law Tutoring Platform (5.0/5, Apr 20, 2020): A law school tutoring company hired KDG to help them build their new product, a web app. After creating wireframes, the team has begun building the platform’s database. They also built a Wordpress site. [Read Full Review](https://clutch.co/go-to-review/kdg/64220) - Web Dev for Liberal Arts College (5.0/5, Apr 24, 2017): KDG built the website for a college’s massive one-day giving campaign. The site included videos, social media, and graphics. Over 11 years, KDG completed multiple other projects, like a targeted email matrices. [Read Full Review](https://clutch.co/go-to-review/kdg/107344) - Custom Software Dev for Educational Systems Company (5.0/5, Aug 18, 2025): KDG has transitioned Salesforce, QuickBooks, SharePoint, and Excel into Zoho One CRM and Books for an educational systems company. The team has customized the platform to fit the client's business model. [Read Full Review](https://clutch.co/go-to-review/kdg/399085) ##### Financial services Experience KDG has demonstrated significant expertise in the Financial services industry, particularly through their accounting and UX design services. Clients appreciate their adaptability, effective communication, and ability to enhance operational efficiency. Feedback highlights KDG's strengths in project management and delivering tailored solutions, leading to improved customer satisfaction and lead generation. Their collaborative approach and focus on understanding client needs position them as a strong partner for businesses seeking to optimize financial operations and digital presence. - 4 reviews for financial services industry - 3 reviews are 5 stars - Less than $10,000 avg. project cost - Web Redesign for Financial Management Company (5.0/5, Apr 24, 2019): KDG redesigned and developed a website, including content development. [Read Full Review](https://clutch.co/go-to-review/kdg/94114) - Web Redesign, SEO, & Digital Marketing for Insurance Company (5.0/5, Oct 8, 2018): Initially commissioned to build a payroll app compatible with Zoho CRM, KDG | The Kyle David Group’s scope expanded to include frontend development, site migration, and ongoing digital marketing services. [Read Full Review](https://clutch.co/go-to-review/kdg/131007) - UX Design for Financial Services Company (5.0/5, Nov 8, 2022): A financial services company has hired KDG to provide UX design. They've been using Adobe XD as the main tool to enhance the client's website interface for their members. [Read Full Review](https://clutch.co/go-to-review/kdg/165958) - Accounting Services for Insurance Company (4.5/5, Feb 8, 2023): KDG provides accounting services for an insurance firm. Their tasks includes creating cash flow statements, conducting a budget analysis, and making financial forecasts. They use QuickBooks to execute the work. [Read Full Review](https://clutch.co/go-to-review/kdg/179923) ##### Business services Experience KDG demonstrates strong expertise in the Business Services industry, particularly in custom software solutions like CRM and invoicing systems. Clients praise their exceptional communication, project management, and the ability to tailor services to meet specific business goals. Their approach fosters a collaborative atmosphere, resulting in successful project outcomes, such as streamlined operations and enhanced brand representation. Overall, KDG is highly recommended for businesses seeking reliable and effective technology solutions. - 3 reviews for business services industry - 2 reviews are 5 stars - $50,000 – $199,999 avg. project cost - Web Design for Human Resources Services Company (4.0/5, Mar 12, 2020): KDG created a new website with a focus on establishing a clear brand identity. [Read Full Review](https://clutch.co/go-to-review/kdg/34877) - Dev & Data Migration for Staffing Agency (5.0/5, Feb 17, 2020): KDG transitioned a staffing company’s accounting software from QuickBooks to Zoho books. Their team is also building a custom solution that’s integrated with the client’s payroll system to automate invoicing. [Read Full Review](https://clutch.co/go-to-review/kdg/141332) - Zoho CRM Customization for Managed Services Company (5.0/5, Aug 15, 2024): KDG has customized and automated Zoho CRM for a managed services company. Their work has included integrating Zoho applications for data sharing and interaction, as well as customer onboarding. [Read Full Review](https://clutch.co/go-to-review/kdg/307765) #### 12 reviews from clients near Allentown Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.9 - Quality: 4.8 - Schedule: 4.9 - Cost: 4.5 - Willing to Refer: 4.9 Local clients commend KDG for their technical skill across web, app, and system integrations, achieving measurable improvements in online presence, operational efficiency, and security. They appreciate their proactive management, personalized service, and capacity to adapt to evolving project requirements. [Read Local Reviews](https://clutch.co/profile/kdg?verified=true#reviews) --- ### [Top Virtual Assistant](https://clutch.co/profile/top-virtual-assistant) #### 5 out of 5 star rating (72 reviews) - $1,000+ minimum project size - 50 - 249 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 30% Back Office Outsourcing - 10% Call Center Services - 30% Content Writing Services - 10% Search Engine Optimization - 10% Social Media Marketing #### Company description Top Virtual Assistant is a premier service provider offering comprehensive virtual assistant solutions, such as handling customer inquiries, managing schedules, and supporting administrative tasks. Reviews reflect a 100% positive feedback rate, highlighting their professionalism, reliability, and efficiency. Clients commend their ability to improve organizational efficiency and enhance customer communication, with over 75% noting significant improvements in operational workflows and response times. [Visit Website](https://topvirtualassistant.pro) #### Reviewed 2 times in the past 6 months In recent reviews, clients praised Top Virtual Assistant for their professionalism, efficiency, and strong communication skills. A towing service noted improved response times and organized customer communication, while a repair service highlighted faster inquiry responses and increased scheduled appointments. Both clients emphasized the reliability of the team and their ability to handle tasks proactively. Overall sentiment is highly positive, with only minor suggestions for improvement regarding onboarding processes. - 2 of 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read 2 Recent Reviews](https://clutch.co/profile/top-virtual-assistant?sort_by=date_desc&verified=true#reviews) #### Experience in 15 industries Top Virtual Assistant has garnered positive feedback across multiple industries, showcasing expertise in Home Services, Automotive, Construction, Education, Non-profit, and more. Clients emphasized their strengths in administrative support, customer communication, and project management, leading to improved operational efficiency and customer satisfaction. Industries such as Automotive and Construction particularly noted significant workflow enhancement, while Non-profit clients appreciated their adaptable support. Overall sentiment is highly favorable, indicating that Top Virtual Assistant is well-equipped to cater to diverse sector needs. [Read All Reviews](https://clutch.co/profile/top-virtual-assistant?verified=true#reviews) ##### Contracting Experience Clients in the contracting industry praise the provider for their reliability, attention to detail, and effective project management. Feedback highlights improved workflow and efficiency due to timely communication and organized task handling. The company’s ability to support administrative functions allows contractors to focus on core projects, making them a strong fit for those seeking dependable assistance in enhancing operational effectiveness. - 1 review for contracting industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Administrative Support for Renovation & Flooring Company (5.0/5, Dec 20, 2025): Top Virtual Assistant provided administrative support for a renovation and flooring company. The team's tasks included email management, appointment scheduling, client follow-ups, and other admin duties. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/426801) ##### Agriculture Experience Top Virtual Assistant has demonstrated expertise in the Agriculture sector by providing valuable administrative support that enhances operational efficiency. Clients have noted improved scheduling accuracy and reduced communication errors, allowing their teams to focus more on fieldwork. The flexibility and adaptability of their service in response to fluctuating workloads were particularly praised, indicating a strong capability to meet the unique demands of agricultural businesses. Overall, the positive feedback reflects a strong alignment with the needs of the industry. - 1 review for agriculture industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Outsourced Call Center & Customer Service for Tree Care Co (5.0/5, Dec 17, 2025): Top Virtual Assistant provided call center and customer service outsourcing for a tree care services company. The team handled customer inquiries, organized schedules, booked appointments, and kept records. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/426222) ##### Non-profit Experience Top Virtual Assistant has received positive feedback from clients in the Non-profit sector, highlighting their expertise in administrative support and effective project management. Organizations like Bridge To Home Org noted significant improvements in donor communication, volunteer coordination, and overall operational efficiency. Clients praised the team's responsiveness, organizational discipline, and proactive approach to identifying process improvements, enabling internal teams to focus on mission-driven activities. Overall, the sentiment indicated strong satisfaction and a solid fit for Non-profit organizations seeking reliable support. - 3 reviews for non-profit industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Back-Office Support for Nonprofit Organization (5.0/5, Nov 29, 2025): Top Virtual Assistant provided back-office support for a nonprofit organization. The team managed the client's donor database, organized donor and volunteer schedules, and coordinated outreach emails and calls. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/422729) - Administrative Support for Childhood Education Consultancy (5.0/5, Dec 10, 2025): Top Virtual Assistant provided administrative support to an early childhood education consultancy. Their tasks included managing emails and calendars, updating the CRM, and scheduling social media content. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/424789) - Back-Office Outsourcing for Housing Nonprofit (5.0/5, Dec 17, 2025): Top Virtual Assistant provided back-office outsourcing services for a housing nonprofit. The team was responsible for managing messages, responding to inquiries, organizing calendars, and ensuring follow-ups. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/426227) ##### IT Services Experience Top Virtual Assistant has received positive feedback from clients in the IT Services industry, highlighting their expertise in managing technical support and communication tools like chatbots. Clients appreciate their adherence to service-level agreements and effective project management, consistently meeting deadlines. The company's alignment with client values and competitive pricing further enhances their appeal. Overall, Top Virtual Assistant is viewed as a reliable partner capable of seamlessly integrating into existing processes and providing valuable technical support. - 1 review for it services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Virtual Assistant Services for Data Engineering Company (5.0/5, Aug 6, 2025): Top Virtual Assistant provides virtual assistant services for a data engineering company. The team manages the client's phone lines and chatbots and answer customer questions about the client's system. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/395907) ##### Real estate Experience Top Virtual Assistant has received positive feedback from real estate clients, highlighting their expertise in sales, property management, and client engagement. Clients reported significant improvements in efficiency and sales growth, with one noting a 20-30% increase in sales. Their trained team effectively manages tasks such as listings and client communication, demonstrating reliability and timely delivery. Overall, the sentiment is highly favorable, recommending Top Virtual Assistant as a valuable resource for real estate businesses seeking to enhance operational effectiveness. - 3 reviews for real estate industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Virtual Assistant Services for Real Estate Company (5.0/5, Jul 23, 2025): Top Virtual Assistant provides seven virtual assistants for a real estate company. These resources manage properties, answer calls, list properties on different platforms, and schedule meetings with realtors. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/392599) - Back Office & Call Center Services for Real Estate Company (5.0/5, Aug 5, 2025): Top Virtual Assistant has managed a real estate company's property management portal. The team has updated the listings, spoken with clients, and done back-office work, such as scheduling meetings. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/395771) - Customer Service & Sales Outsourcing for Real Estate Company (5.0/5, Aug 5, 2025): Top Virtual Assistant provides ongoing virtual assistant services for a real estate company. The team offers sales, retention, and customer engagement support through phone calls, chats, and emails. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/395839) ##### Retail Experience Top Virtual Assistant has demonstrated strong expertise in the Retail industry, particularly in providing technical and customer support services. Clients appreciate their prompt communication and adherence to project timelines, which aligns well with the operational needs of retail firms. Their ability to run systems like phone lines and chatbots has been noted as a significant asset, ensuring smooth operations. Overall, feedback indicates a high level of satisfaction, suggesting that they are a valuable partner for retail businesses seeking reliable support. - 1 review for retail industry - 1 review is 5 stars - Unknown avg. project cost - Customer Support for Retail Services Company (5.0/5, Aug 2, 2025): Top Virtual Assistant provides technical and customer support for a retail services company. They run the client's phone lines and chatbots and answer questions from clients regarding their systems. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/395093) ##### Advertising & marketing Experience Top Virtual Assistant demonstrates strong expertise in the Advertising & Marketing sector, effectively enhancing customer engagement and support for their clients. Notable strengths include high-quality service delivery, structured project management, and significant cost savings for clients. Their successful integration of live chat solutions and proactive communication has led to measurable improvements in customer satisfaction and conversion rates. Overall, client feedback reflects a positive sentiment, indicating that Top Virtual Assistant is a suitable partner for businesses seeking to elevate their advertising efforts. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Call Center & Customer Support Services for Advertising Co (5.0/5, Aug 17, 2025): Top Virtual Assistant provided customer support services for an advertising company. The team handled inbound and outbound communication via phone, chat, and email, and also used RingCentral and Tawk. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/398842) ##### Software Experience Top Virtual Assistant demonstrates strong expertise in customer support solutions within the software industry, delivering enhanced response times and customer satisfaction. Clients appreciate their professionalism, 24/7 availability, and adaptability, which contribute significantly to operational efficiency. Although feedback suggests a desire for more detailed performance analytics, overall sentiment reflects confidence in their project management and timely delivery, positioning them as a valuable partner for software businesses seeking reliable support services. - 1 review for software industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Call Center Services for Construction Management Software Co (5.0/5, Aug 18, 2025): Top Virtual Assistant provides ongoing call center services for a construction management software company. The team handles inbound calls, responds to customer inquiries, and maintains accurate call logs. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/399154) ##### Financial services Experience Top Virtual Assistant has demonstrated strong expertise in enhancing sales and revenue growth within the financial services sector. Clients commend their structured approach to lead generation and effective project management, resulting in a 20%-30% increase in qualified leads. Their proactive team, dedicated to understanding client objectives, provides tailored support that significantly boosts client engagement and conversion rates. Overall, their commitment to measurable results and transparent communication makes them a valuable partner for businesses in the financial services industry. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Sales Outsourcing for Venture Capital Firm (5.0/5, Aug 19, 2025): Top Virtual Assistant provided sales support services to a venture capital firm. The team handled lead generation, prospect research, initial outreach, follow-ups, and CRM management. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/399190) ##### Home Services Experience The feedback from Home Services industry clients highlights Top Virtual Assistant's expertise in managing customer communication and administrative tasks effectively. Clients noted improvements in response times, customer satisfaction, and internal efficiency following their support. Strengths include professionalism, adaptability to business needs, and proactive communication. Overall sentiment is highly positive, indicating that Top Virtual Assistant is a valuable partner for businesses seeking enhanced operational efficiency and customer engagement in the Home Services sector. - 3 reviews for home services industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Back Office Outsourcing for Locksmith Company (5.0/5, Aug 15, 2025): Top Virtual Assistant provides call center services for a locksmith company. The team handles inbound and outbound calls, answers inquiries, resolves customer issues, schedules appointments, and documents calls. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/398481) - Call Center & Sales Support Services for Locksmith Company (5.0/5, Aug 21, 2025): Top Virtual Assistant provides call center and sales support services for a locksmith company. The team handles inbound and outbound calls, manages follow-ups on leads, and schedules appointments. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/399844) - Virtual Assistance Services for Appliance Repair Company (5.0/5, Jan 30, 2026): Top Virtual Assistant provided virtual assistant services for an appliance repair company. The team managed customer inquiries via email and chat, scheduled repair appointments, and managed follow-ups. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/433229) ##### Supply Chain, Logistics, and Transport Experience The reviews highlight Top Virtual Assistant's strong expertise in the Supply Chain, Logistics, and Transport industry by providing effective call center and sales support services. Clients appreciate their professionalism, quick response times, and ability to enhance customer satisfaction through streamlined processes. Their detailed reporting and proactive sales assistance have led to measurable improvements in lead generation and appointment scheduling. Overall, the company is well-regarded for its impactful contributions, making it a promising fit for businesses in this sector. - 1 review for supply chain, logistics, and transport industry - 1 review is 5 stars - Unknown avg. project cost - Call Center & Sales Support for Logistics Company (5.0/5, Aug 22, 2025): Top Virtual Assistant provides call center and sales support services for a logistics company. The team has handled inbound and outbound calls, updating customers, and scheduling appointments. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/400245) ##### Business services Experience Top Virtual Assistant has received positive feedback in the Business services industry for its effective support in operational tasks. Clients commend their strong focus on transparency, adaptability, and communication, which significantly enhance productivity and client satisfaction. Their ability to manage incoming requests and perform data management tasks efficiently allows businesses to concentrate on core activities. Overall, their expertise and commitment to client needs make them a suitable partner for companies seeking reliable administrative assistance. - 2 reviews for business services industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Call Center Services for Data Solutions Company (5.0/5, Sep 3, 2025): Top Virtual Assistant provided call center services for a data solutions company. The team recorded and received inbound calls in Japanese and sent them to clients to resolve. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/403056) - AI Agents for Appliance Repair Company (5.0/5, Dec 6, 2025): Top Virtual Assistant provided virtual assistant services for an appliance repair company. The team managed emails and support requests, scheduled meetings, and performed data entry and back-office tasks. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/424037) ##### Insurance Experience Top Virtual Assistant has received positive feedback from clients in the Insurance industry, highlighting their expertise in customer support management. The company effectively improved response times and customer satisfaction for New York Life Insurance Company, showcasing strengths in project management and adaptability. Clients appreciate their prompt communication and professional service, although there is room for enhancement in providing more personalized responses. Overall, they are well-regarded for their capability to support insurance businesses in achieving operational efficiency. - 1 review for insurance industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Customer Support Services for Life Insurance Company (5.0/5, Aug 15, 2025): Top Virtual Assistant provided customer support services for a life insurance firm. The team responded to emails and live chats, resolved basic issues, escalated complex cases, and documented all interactions. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/398390) ##### Education Experience Top Virtual Assistant has received positive feedback from clients in the Education industry, particularly for their expertise in managing administrative tasks for childcare providers. Clients noted significant improvements in response times, organization, and overall operational efficiency, allowing them to focus more on educational outcomes. The company demonstrated exceptional project management and adaptability, consistently meeting deadlines and responding to needs. Overall, potential clients can expect a reliable partner that enhances productivity within educational environments. - 2 reviews for education industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Back Office Outsourcing for Childcare Academy (5.0/5, Dec 15, 2025): Top Virtual Assistant provided administrative support for a childcare academy. They managed the client's email inbox, scheduled meetings, provided customer support, and organized files. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/425548) - Virtual Assistant Services for Daycare Center (5.0/5, Dec 19, 2025): Top Virtual Assistant provided virtual assistant services for a daycare center. The team managed emails, scheduled appointments, handled customer inquiries, organized documents, and performed other tasks. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/426677) ##### Construction Experience Client feedback highlights Top Virtual Assistant's expertise in enhancing administrative efficiency for construction and renovation companies. Clients praised their reliable support in managing communications and tasks, which significantly improved organization and response times. The overall sentiment reflects a strong appreciation for their professionalism, adaptability, and positive impact on project execution. This company appears well-suited for firms seeking to streamline operations and focus on core construction activities. - 2 reviews for construction industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Administrative Support for Construction Company (5.0/5, Dec 19, 2025): Top Virtual Assistant provided administrative support for a construction company. Their tasks included scheduling appointments, managing emails and client communications, and organizing documents. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/426694) - Virtual Assistant Services for Renovation Company (5.0/5, Dec 22, 2025): Top Virtual Assistant provided virtual assistant services for a renovation company. The team managed email, scheduled appointments, followed up with clients, organized files, and assisted with office tasks. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/427017) ##### Automotive Experience Top Virtual Assistant has demonstrated notable expertise in the Automotive industry through consistent client feedback across various towing and detailing services. Clients appreciate their ability to streamline operations, improve customer communications, and enhance service efficiency. The company's strengths lie in their responsiveness, professionalism, and adaptability, making them a strong fit for businesses seeking reliable administrative support in the Automotive sector. Overall, the sentiment is overwhelmingly positive, indicating a solid partnership potential. - 3 reviews for automotive industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Call Center Services for Auto Detailing Company (5.0/5, Dec 18, 2025): Top Virtual Assistant provided ongoing call center services for an auto detailing company. The team handled customer inquiries, managed appointment scheduling, responded to customer messages, and organized tasks. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/426399) - Virtual Assistant Services for Towing Company (5.0/5, Dec 22, 2025): Top Virtual Assistant provided virtual assistant services for a towing company. The team handled inquiries, managed schedules, organized documentation, processed data, and executed administrative tasks. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/427034) - Virtual Assistant Services for Towing Company (5.0/5, Feb 2, 2026): Top Virtual Assistant provided virtual assistant services for a towing company. The team handled calls, customer support, appointment scheduling, dispatch assistance, and daily administrative tasks. [Read Full Review](https://clutch.co/go-to-review/top-virtual-assistant/433429) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight the excellent value for money provided by Top Virtual Assistant, noting their competitive pricing and high-quality service. One marketing manager remarked on the 'good value for cost,' while another client emphasized their ability to streamline operations, leading to significant time savings and improved efficiency. Overall, feedback reflects a strong sentiment of satisfaction with the cost-effectiveness of the services, with many stating they avoided the need for additional full-time staff, thereby reducing overhead costs. [Read All Reviews](https://clutch.co/profile/top-virtual-assistant?verified=true#reviews) - $10,000 to $49,000 (21 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 4 countries - Australia (1 projects) - Canada (7 projects) - United States (14 projects) - England (1 projects) This provider is available in 37 time zones: - Colombia Time (COT) - Near East Time (NET) - Middle East Time (MET) - China Taiwan Time (CTT) - Gulf Standard Time (GST) - Brazil Eastern Time (BET) - Greenwich Mean Time (GMT) - India Standard Time (IST) - Japan Standard Time (JST) - Midway Islands Time (MIT) - Arabia Standard Time (AST) - Central African Time (CAT) - Eastern African Time (EAT) - Hawaii Standard Time (HST) - Israel Daylight Time (IDT) - Pakistan Lahore Time (PLT) - Central European Time (CET) - Central Standard Time (CST) - Eastern European Time (EET) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Phoenix Standard Time (PNT) - Solomon Standard Time (SST) - Vietnam Standard Time (VST) - Australia Central Time (ACT) - Australia Eastern Time (AET) - Mountain Standard Time (MST) - Argentina Standard Time (AGT) - Singapore Standard Time (SGT) - Bangladesh Standard Time (BST) - Canada Newfoundland Time (CNT) - New Zealand Standard Time (NST) - Universal Coordinated Time (UTC) - (Arabic) Egypt Standard Time (ART) - South African Standard Time (SAST) - Indiana Eastern Standard Time (IET) - Puerto Rico and US Virgin Islands Time (PRT) [View Reviews](https://clutch.co/profile/top-virtual-assistant?verified=true#reviews) --- ### [George Dimov, CPA](https://clutch.co/profile/george-dimov-cpa) #### 4.8 out of 5 star rating (37 reviews) - $200 - $300 average hourly rate - 10 - 49 employees - Mount Laurel Township, NJ #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Tax Law #### Company description George 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. [Visit Website](https://dimovtax.com/contact/) #### Reviewed 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. - 1 of 2 reviews are 5 stars - 1 new review for Accounting services - $10,000 – $49,000 avg. project cost [Read 2 Recent Reviews](https://clutch.co/profile/george-dimov-cpa?sort_by=date_desc&verified=true#reviews) #### 14 reviews mention Accounting Accounting Services for Insurance Agency 5.0/5 — 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 statements. - 13 of 14 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/265544) #### Responsive George Dimov, CPA is responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 10 cities - Middletown, Delaware (1 projects) - Fort Lauderdale, Florida (1 projects) - Miami, United States (1 projects) - Bethesda, Maryland (1 projects) - Austin, Texas (1 projects) - Hamden, Connecticut (1 projects) - New York City, New York (5 projects) - Los Angeles, California (1 projects) - Boston, Massachusetts (1 projects) - Oakton, United States (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 12 languages: - English - Mandarin - Spanish - Arabic - Hindi - Russian - Korean - Turkish - Vietnamese - Urdu - Ukrainian - Cantonese [View Reviews](https://clutch.co/profile/george-dimov-cpa?verified=true#reviews) --- ### [CertPro CPA LLC](https://clutch.co/profile/certpro-cpa) #### 4.8 out of 5 star rating (29 reviews) - 50 - 249 employees - Newark, DE #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Business Valuation Services - 80% Cybersecurity #### Company description CertPro CPA LLC is an accounting services firm specializing in SOC 2 readiness and attestation for AI-driven platforms. The company consistently delivers organized and reliable project management, enhancing clients’ audit readiness scores to over 95%. Approximately 100% of reviewers highlight their responsiveness and practical guidance, making compliance processes more efficient and less disruptive to engineering and operations teams. [Visit Website](https://www.certpro.com/) #### 2 reviews mention Accounting Compliance Consulting for AI Solutions Company 5.0/5 — CertPro CPA LLC provided SOC 2 compliance consulting for an AI solutions company. The team did a gap assessment, aligned policies and processes, performed a risk analysis, and guided control implementation. - 2 of 2 Accounting reviews are 5 stars - 2 new reviews for Accounting in past 6 months - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/425156) #### Experience in 8 industries CertPro CPA LLC has demonstrated expertise across various industries, notably in Information Technology, Supply Chain, and Financial Services. Clients praised their structured project management, timely delivery, and ability to simplify compliance processes, achieving ISO 27001 and SOC certifications effectively. Feedback indicates strong alignment with client values and goals, particularly in tech sectors requiring rigorous security standards. Overall, sentiment across industries is highly positive, making CertPro a suitable choice for companies emphasizing compliance and security. [Read All Reviews](https://clutch.co/profile/certpro-cpa?verified=true#reviews) ##### Financial services Experience CertPro CPA LLC has received positive feedback from clients in the Financial services industry, highlighting their expertise in compliance management. They successfully streamlined the compliance process for a proprietary quant fund, achieving full compliance without delays or rework. Clients noted their organized project management, clear communication, and the ability to simplify complex requirements, resulting in a faster and more efficient certification process. Overall, their approach led to significant improvements in operational efficiency and internal clarity, making them a strong candidate for firms seeking compliance solutions. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Compliance Consulting for Proprietary Quantitative Firm (5.0/5, Dec 11, 2025): CertPro CPA LLC provided compliance consulting for a proprietary quantitative firm. They prepared all required documents, drafted and reviewed policies, and coordinated the entire certification process. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/424955) ##### Pharmaceuticals Experience CertPro CPA LLC has demonstrated significant expertise in the Pharmaceuticals industry, particularly in achieving HIPAA compliance and CE Mark certification. Clients report a structured, proactive approach that effectively identifies compliance gaps and enhances internal controls. Feedback highlights their commitment to clarity in complex regulatory frameworks and provides measurable success in reducing compliance-related risks. Overall, CertPro is recognized for their responsiveness, professionalism, and ability to deliver audit-ready solutions, making them a strong candidate for pharmaceutical companies seeking compliance support. - 1 review for pharmaceuticals industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Compliance Consulting for Pharmaceutical Company (5.0/5, Oct 29, 2025): CertPro CPA LLC provided compliance consulting services for a pharmaceutical company. The team assisted the client in achieving HIPAA compliance and CE Mark requirements and provided end-to-end support. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/416456) ##### Arts, entertainment & music Experience CertPro CPA LLC has demonstrated significant expertise in the Arts, entertainment, and music industry by providing comprehensive consultation on compliance and regulatory matters. Clients commend their ability to standardize internal processes and enhance project delivery, resulting in a remarkable 75% reduction in project delays. Their professionalism and responsiveness are frequently highlighted, affirming their position as a reliable partner for organizations in this sector seeking to improve operational efficiency and compliance. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - Unknown avg. project cost - Compliance Consulting for Event Management & PR Services Co (5.0/5, Oct 31, 2025): CertPro CPA LLC provided compliance consulting services for an event management and PR services company. The team was responsible for assessing the client's internal processes against industry best practices. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/416994) ##### Hospitality & leisure Experience CertPro CPA LLC has demonstrated strong expertise in the Hospitality & Leisure industry, particularly in achieving SOC 2 compliance for companies like NearBangalore.com. Clients appreciate their organized project management, timely delivery, and responsive communication, which enhance trust and security in their operations. The hands-on support provided in policy drafting is highlighted as a key strength. Overall, CertPro CPA LLC is well-suited for businesses in this sector seeking to improve compliance and data security. - 1 review for hospitality & leisure industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Compliance Consulting for Travel Platform Company (5.0/5, Nov 6, 2025): CertPro CPA LLC provided SOC 2 compliance services for a travel platform company. The team created policies, conducted risk assessments, set up internal controls, and prepared for audits. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/418135) ##### Logistics & Supply Chain Experience CertPro CPA LLC has received positive feedback from clients in the Logistics & Supply Chain industry, particularly for their effective teamwork and budget-friendly pricing. Clients appreciate their dedication and responsiveness, highlighting successful project management and timely deliverables. The company has demonstrated expertise in audit and certification implementation, significantly benefiting clients' operations. Overall, CertPro CPA LLC is viewed as a reliable partner, making them a strong candidate for businesses seeking support in the Logistics & Supply Chain sector. - 1 review for logistics & supply chain industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Compliance Consulting for Logistics & Supply Chain Company (5.0/5, Nov 11, 2025): CertPro CPA LLC provided compliance consulting services for a logistics and supply chain company. The team provided audit and certification implementation services. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/418929) ##### Consulting Experience CertPro CPA LLC has received strong positive feedback in the Consulting industry, particularly for its deep subject-matter expertise and effective project management. Clients have praised their proactive and responsive approach, which facilitates smooth collaborations. The successful execution of ISO 27001 and SOC certifications demonstrates their capability to meet stringent industry standards, enhancing client confidence and operational readiness. Overall, CertPro is recognized as a valuable partner, making them a suitable choice for businesses seeking reliable consulting services. - 1 review for consulting industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Compliance Consulting Services for Mgmt Consulting Firm (5.0/5, Nov 19, 2025): CertPro CPA LLC provided end-to-end implementation and audit support for ISO 27001 and SOC Type 1 and 2 certifications for a management consulting firm. This included conducting a gap assessment for the client. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/420711) ##### IT Services Experience CertPro CPA LLC has received positive feedback within the IT Services industry for their expertise in conducting SOC 2 Type II audits. Clients highlight their timely delivery, effective communication, and alignment with client values as key strengths. The company's ability to provide valuable services at a reasonable cost enhances its reputation. Overall, CertPro CPA LLC demonstrates a strong impact on client projects, making them a suitable choice for businesses seeking reliable IT service providers. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Services for Digital Learning Platform (5.0/5, Jan 27, 2026): A digital learning platform hired CertPro CPA LLC to conduct a SOC 2 Type II audit on controls relevant to security, availability, and confidentiality. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/432125) ##### Business services Experience CertPro CPA LLC has received positive feedback for its expertise in conducting ISO 27001 Surveillance Audits, showcasing strong project management and responsiveness to client needs. Clients commend the company's good value for cost, making it a favorable choice for Tech Startup Founders seeking fractional GRC and financial operations support. However, there is a note on the potential for improved attention to detail. Overall, CertPro CPA LLC demonstrates a solid fit for businesses in the Business services industry. - 1 review for business services industry - Unknown avg. project cost - Compliance Consulting for Financial Services Company (4.5/5, Dec 12, 2025): CertPro CPA LLC conducted an ISO 27001 surveillance audit for a financial services company. The team provided an audit report and the ISO 27001 certificate. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/425285) ##### Engineering Experience CertPro CPA LLC has received positive feedback for its expertise in conducting ISO and SOC 2 Type II audits, particularly within the Engineering sector. Clients highlight their structured approach, strong project management, and proactive communication, which lead to successful audit completions without major non-conformities. The company's ability to simplify complex requirements while aligning with client needs establishes them as a capable partner for organizations seeking to enhance their security and compliance posture. - 1 review for engineering industry - 1 review is 5 stars - Unknown avg. project cost - Compliance Consulting for Digital Payment Company (5.0/5, Jan 19, 2026): CertPro CPA LLC has conducted ISO and SOC 2 Type II audits for a digital payment company. The team has executed the audits, reviewed control designs, and validated compliance across people, processes, and tech. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/430659) ##### Education Experience CertPro CPA LLC has demonstrated substantial expertise in the Education industry by successfully assisting MS Education Academy in achieving ISO 21001:2018 certification. Clients commend their prompt support, clear communication, and effective project management. The team’s ability to navigate ISO standards and deliver timely, high-quality documentation and training highlights their strengths. Overall, they are viewed as a valuable partner for educational institutions seeking compliance and quality assurance. - 1 review for education industry - Unknown avg. project cost - Compliance Consulting for Educational Institution (4.0/5, Dec 5, 2025): CertPro CPA LLC provides ISO certification services for an educational institution. The team helps the client attain the ISO 21001:2018 certificate, facilitates proper documentation, and conducts training. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/423795) ##### Information technology Experience CertPro CPA LLC has received positive feedback within the Information Technology sector, particularly for their expertise in achieving ISO 27001 and SOC 2 certifications. Clients commend their efficient project management, clear communication, and ability to simplify complex compliance processes. The company's strengths include a structured approach, quick responsiveness, and a strong alignment with client values, making them a reliable partner for businesses seeking to enhance their security and compliance posture. - 10 reviews for information technology industry - 6 reviews are 5 stars - Less than $10,000 avg. project cost - Compliance Consulting for Software Development Firm (5.0/5, Nov 19, 2025): CertPro CPA LLC provided consulting and support to help a software development firm achieve SOC 2 compliance. The team handled policy development, process implementation, evidence collection, and tooling setup. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/420714) - Cybersecurity Consulting & Audit for SaaS company (4.5/5, Dec 26, 2025): CertPro CPA LLC has managed a SaaS company's ISO 27001 certification process and delivered an audit report. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/427444) - Compliance Certification for B2B Wealth Tech SaaS Platform (5.0/5, Jan 8, 2026): CertPro CPA LLC provided compliance certification services for a B2B wealth technology SaaS platform. They conducted an external audit of the client's ISO 27001 and GDPR compliance and delivered certificates. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/428939) - ISO 27001 Certification Audit for Nonprofit Organization (4.5/5, Jan 23, 2026): CertPro CPA LLC has conducted an ISO 27001 certification audit for a nonprofit organization. The team has handled the entire audit process and delivered an audit report and certificate. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/431567) - Cybersecurity for Automated Research Intelligence Platform (4.5/5, Feb 3, 2026): CertPro CPA LLC provided auditing services for an automated research intelligence platform. The team guided the client through the ISO 27001 certification process and delivered an audit report. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/433943) - Cybersecurity & Compliance Consulting for IT Company (4.0/5, Feb 18, 2026): An IT company hired CertPro CPA LLC to provide cybersecurity and compliance consulting services. The team was responsible for assisting the client in completing an SOC 2 audit. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/437143) - Cybersecurity for Digital Banking Experience Platform (5.0/5, Feb 19, 2026): CertPro CPA LLC provided auditing services for a digital banking experience platform. The team helped the client obtain their ISO 27001 and SOC 2 certifications. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/437337) - Compliance Consulting for AI-Powered Legal Associate Company (5.0/5, Mar 2, 2026): CertPro CPA LLC provided compliance and certification consulting services for an AI-powered legal associate company. The team assisted the client in achieving ISO 27001 and SOC II compliance. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/439964) - Compliance Consulting for IT Company (5.0/5, May 5, 2026): CertPro CPA LLC provided compliance consulting services for an IT company. They helped the client achieve their ISO 27001:2022 certification by building their ISMS and conducting audits. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/454665) - Compliance Consulting for SaaS & IT Solutions Company (5.0/5, May 5, 2026): CertPro CPA LLC provided IT consulting services for a SaaS and IT solutions company. The team helped the client achieve ISO 27001 compliance by implementing an ITSM tool and conducting audits. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/454868) ##### Supply Chain, Logistics, and Transport Experience CertPro CPA LLC demonstrates strong expertise in the Supply Chain, Logistics, and Transport industry through its efficient handling of ISO 27001 certification audits for clients like BuyCo. Feedback highlights their timely project management, clear communication, and impressive efficiency, showcasing their ability to enhance operational visibility and compliance. Overall, clients express satisfaction with their services, indicating that CertPro CPA LLC is a suitable partner for businesses seeking to improve their logistics and supply chain management. - 1 review for supply chain, logistics, and transport industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Certification for Maritime Management Platform (5.0/5, Mar 3, 2026): CertPro CPA LLC conducted internal and verification audits for a cloud-based maritime management platform. The team helped the client maintain their ISO 27001 certification. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/440164) ##### Software Experience CertPro CPA LLC demonstrates strong expertise in compliance and security within the Software industry, particularly regarding SOC 2 readiness and attestation. Clients from AI-driven software firms report significant improvements in audit readiness and operational efficiency, achieving compliance milestones ahead of schedule. The firm’s structured project management and clear communication are consistently praised, alongside their capacity to translate complex requirements into actionable steps. Overall, CertPro CPA LLC is highly regarded for its reliability, responsiveness, and domain knowledge, making it a valuable partner for software companies seeking compliance support. - 3 reviews for software industry - 3 reviews are 5 stars - Less than $10,000 avg. project cost - Compliance Services for Software Company (5.0/5, Dec 11, 2025): CertPro CPA LLC provided compliance services for a software company. The team was responsible for conducting a SOC 2 audit and attestation for the client and providing a final SOC 2 report. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/424976) - SOC 2 Compliance Consulting for Software Company (5.0/5, Dec 13, 2025): CertPro CPA LLC provides SOC 2 compliance consulting for a software company. The team conducts a gap assessment, aligns security policies and operational procedures, and performs a risk assessment. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/425367) - SOC 2 Readiness & Attestation Support for Software Company (5.0/5, Dec 13, 2025): CertPro CPA LLC provides SOC 2 readiness and attestation services for a software company. This involves a comprehensive gap assessment and security and process alignment.  [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/425370) ##### Other Industry Experience CertPro CPA LLC has demonstrated significant expertise in the Other Industry by effectively assisting clients with ISO 27001 certification. Their strengths lie in delivering timely and thorough audits, as well as providing valuable feedback for compliance documentation. Clients have praised their efficient processes and strong communication, highlighting their commitment to achieving desired outcomes. Overall, the positive sentiment reflects CertPro CPA LLC's ability to enhance compliance and operational effectiveness within the Other Industry. - 1 review for other industry industry - 1 review is 5 stars - Unknown avg. project cost - Cybersecurity Compliance for Translation Services Company (5.0/5, Jan 23, 2026): CertPro CPA LLC conducted an initial audit for a translation services company's ISO 27001 certification. The team provided a list of required and missing evidence for compliance and gave feedback. [Read Full Review](https://clutch.co/go-to-review/certpro-cpa/431610) #### 4.8 out of 5.0 rating for cost What Clients Have Said Clients consistently praise CertPro CPA LLC for providing exceptional value for money, often noting that their pricing aligns well with project budgets. Feedback highlights that the company delivers quality services, such as ISO and SOC compliance audits, on time and without major issues. One client remarked, 'Their pricing fit our budget, and they offered good value for the cost.' Overall sentiment reflects satisfaction with the cost-effectiveness and efficiency of their services. [Read All Reviews](https://clutch.co/profile/certpro-cpa?verified=true#reviews) - Less than $10,000 (8 reviews) #### Completed projects in 8 countries - Canada (1 projects) - Cyprus (1 projects) - France (1 projects) - Guyana (1 projects) - India (15 projects) - Netherlands (1 projects) - United States (5 projects) - England (1 projects) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/certpro-cpa?verified=true#reviews) --- ### [Zinman & Company, PC](https://clutch.co/profile/zinman-company-pc) - 10 - 49 employees - Southampton, PA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Commercial Financing - 20% Financial Advising & Planning - 20% Financial Consulting - 20% Business Consulting #### Company description Headquartered in Southampton, Pennsylvania, Zinman & Company, PC is a Business Consulting company. They focus on Business Consulting and Commercial Financing. [Visit Website](https://www.thecpa.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) --- ### [JADDE Financial Solutions, LLC](https://clutch.co/profile/jadde-financial-solutions) - 10 - 49 employees - Marlboro Township, NJ #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 30% Fractional CFO Services #### Company description JADDE Financial Solutions, LLC, an Accounting company, was established in 2004. They provides Accounting and Fractional CFO Services. [Visit Website](http://jaddefs.com) #### Very responsive JADDE Financial Solutions, LLC is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [Tilghman Accounting + Tax Solutions](https://clutch.co/profile/tilghman-accounting-tax-solutions) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Allentown, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Tilghman Accounting + Tax Solutions is an accounting service provider specializing in tax preparation and filing for both business and personal needs. With a focus on attention to detail and exemplary project management skills, 100% of reviewers highlighted their organized and responsive approach, demonstrating a high level of client satisfaction. [Visit Website](https://www.tilghtax.com/) #### Helpful Clients express a highly positive sentiment towards Tilghman Accounting + Tax Solutions, highlighting their organized and helpful approach. One client noted Cynthia's responsiveness and attention to detail, stating, "She’s been really nice and sympathetic in working with me through life changes." Overall, clients appreciate the firm's thoroughness and support, with no suggested areas for improvement, indicating a strong fit for those seeking reliable accounting services. #### 1 review mentions Accounting Tax Preparation for Blogging Company 5.0/5 — Tilghman Accounting provided tax services to the client, filing both business and personal taxes for them.  - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/tilghman-accounting-tax-solutions/41087) #### Experience in 1 industry Tilghman Accounting + Tax Solutions has demonstrated expertise in the Arts, Entertainment, and Music industry, particularly for a blogging company. Clients praise their attention to detail, responsiveness, and organizational skills, highlighting a supportive approach during personal transitions. Overall, feedback indicates a strong sentiment of satisfaction, suggesting that they are well-suited for projects requiring meticulous tax preparation and personalized client engagement. [Read All Reviews](https://clutch.co/profile/tilghman-accounting-tax-solutions?verified=true#reviews) ##### Arts, entertainment & music Experience Tilghman Accounting + Tax Solutions has received positive feedback from clients in the Arts, entertainment & music industry, highlighting their expertise in tax preparation and filing. One client praised Cynthia's detail-oriented approach and her supportive nature during personal transitions. The firm is noted for its responsiveness and thoroughness, making it a reliable choice for businesses seeking professional accounting services. Overall, their strong attention to detail and empathetic client engagement positions them as a suitable partner for projects within this sector. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Tax Preparation for Blogging Company (5.0/5, Mar 20, 2020): Tilghman Accounting provided tax services to the client, filing both business and personal taxes for them.  [Read Full Review](https://clutch.co/go-to-review/tilghman-accounting-tax-solutions/41087) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients of Tilghman Accounting + Tax Solutions consistently express satisfaction with the company's cost-effectiveness and value for money. One client noted spending only $300 for comprehensive tax preparation and filing services, highlighting the affordability of their offerings. The overall sentiment reflects appreciation for the detailed and organized service provided, with no reported areas for improvement, indicating a strong alignment between cost and quality. [Read All Reviews](https://clutch.co/profile/tilghman-accounting-tax-solutions?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Morey, Nee, Buck & Oswald, LLC](https://clutch.co/profile/morey-nee-buck-oswald) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Bethlehem, PA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Morey, Nee, Buck & Oswald, LLC is a Certified Public Accountant (CPA) firm specializing in tax preparation and financial advisory services. The company's meticulous attention to detail and responsive communication are highlighted in client reviews, with 100% positive feedback noting their proficiency in tax filing and financial reporting. Clients appreciate their strategic recommendations and the assurance of compliance and accuracy in financial matters. [Visit Website](https://moreycpa.com/) #### Knowledgeable Clients express strong sentiment regarding the knowledgeability of Morey, Nee, Buck & Oswald, LLC, particularly highlighting Bill's expertise in tax-related matters. One client noted, 'He’s incredibly knowledgeable and detail-oriented when it comes to all the tax work,' emphasizing that his insights prevent potential errors. Additionally, clients appreciate his proactive recommendations, such as strategic payment schedules, which showcase his thorough understanding of their financial needs. #### Experience in 1 industry Morey, Nee, Buck & Oswald, LLC has received positive feedback particularly in the education sector for their CPA services. Clients highlight their expertise in tax filing, attention to detail, and proactive financial strategies. The firm's partner, Bill, is noted for exceptional responsiveness and knowledge, ensuring compliance and accuracy. Overall sentiment is highly favorable, indicating that they are a strong fit for educational organizations requiring meticulous accounting support. [Read All Reviews](https://clutch.co/profile/morey-nee-buck-oswald?verified=true#reviews) ##### Education Experience Morey, Nee, Buck & Oswald, LLC has received positive feedback in the Education industry for their expertise and attention to detail in handling CPA work. Clients commend their responsiveness and strategic recommendations, which enhance financial management. Notably, their approach has helped clients avoid tax-related issues, showcasing their reliability and conservative practices. Overall, their extensive knowledge and client-centric service make them a strong candidate for businesses seeking financial guidance in the Education sector. - 1 review for education industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Tax Accounting & Bookkeeping for E-Learning Company (5.0/5, Mar 18, 2020): Morey, Nee, Buck & Oswald, LLC provide CPA services, including filing local and state tax returns.  [Read Full Review](https://clutch.co/go-to-review/morey-nee-buck-oswald/39224) #### 1 Review mentions Accounting in Allentown - 1 of 1 Allentown-based review is 5 stars - $10,000 – $49,000 avg. project cost for Accounting services in Allentown Accounting project highlight Tax Accounting & Bookkeeping for E-Learning Company 5.0/5 — Morey, Nee, Buck & Oswald, LLC provide CPA services, including filing local and state tax returns.  [Read More](https://clutch.co/go-to-review/morey-nee-buck-oswald/39224) [Read Similar Reviews](https://clutch.co/profile/morey-nee-buck-oswald?location=27259&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 1 review from clients near Allentown Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 Local clients highlight the firm’s meticulous approach to tax and accounting, emphasizing their responsiveness and strategic insights. They appreciate the personalized service and the firm’s conservative, by-the-book methodology that prevents issues and ensures compliance. [Read Local Reviews](https://clutch.co/profile/morey-nee-buck-oswald?verified=true#reviews) --- ### [Boundless Tax®](https://clutch.co/profile/boundless-tax) - $100 - $149 average hourly rate - 2 - 9 employees - Bethlehem, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Boundless Tax® is an Accounting company established in 2013. The team specializes in Accounting and is in Bethlehem, Pennsylvania. [Visit Website](https://boundlesstax.com) --- ### [RKL LLP](https://clutch.co/profile/rkl-llp) - 250 - 999 employees - Allentown, PA #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 30% IT Strategy Consulting - 35% Business Consulting #### Company description RKL LLP is a midsize Accounting company in Lancaster, Pennsylvania and York, Pennsylvania. The team provides Accounting and Business Consulting. [Visit Website](https://www.rklcpa.com/) #### 12% of employees work in Allentown office Allentown, PA Butz Corporate Center 840 W. Hamilton Street 2 - 5 employees +1.610.791.2110 [See All Locations (10)](https://clutch.co/profile/rkl-llp#location) --- ### [Maillie LLP](https://clutch.co/profile/maillie-llp) #### 5 out of 5 star rating (1 reviews) - 50 - 249 employees - Mont Clare, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Maillie LLP is an accounting firm specializing in tax preparation, financial advisory, and business auditing. Feedback highlights their strategic consulting expertise and resourcefulness in addressing complex financial queries, with over 85% of reviews positively noting their value and specialized departments. However, some reviews mention delayed communication during peak tax seasons. [Visit Website](https://www.maillie.com/) #### Experience in 1 industry Maillie LLP has received positive feedback primarily from the IT Services industry, where they excel in tax accounting, business advisory, and financial consulting. Clients commend their expertise in handling acquisitions and delivering strategic insights, showcasing a strong ability to add value. Their responsiveness and resourcefulness are appreciated, though some delays during peak tax season were noted. Overall, they are well-regarded for their comprehensive support, making them a suitable partner for IT firms needing financial guidance. [Read All Reviews](https://clutch.co/profile/maillie-llp?verified=true#reviews) ##### IT Services Experience The reviews highlight Maillie LLP's expertise in tax accounting and business advisory services, underscoring their proactive approach and diverse departmental specializations. Clients appreciate their collaborative communication and strategic insights, particularly in complex situations like mergers and acquisitions. Overall sentiment reflects strong satisfaction, although some feedback indicates occasional delays in response times during peak periods. This suggests that Maillie LLP is well-suited for businesses seeking reliable IT consulting and strategic financial services. - 1 review for it services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Tax Accounting & Business Advisory for IT & Dev Company (5.0/5, Feb 21, 2020): An IT consulting firm employs Maillie LLP to assist with their accounting needs. They provide tax strategy & filing services, financial consulting, and business advisory services. [Read Full Review](https://clutch.co/go-to-review/maillie-llp/145303) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients express a strong sentiment regarding the value for money offered by Maillie LLP, noting that their services are worth the annual investment of $15,000–$20,000. One client highlighted their team's ability to provide great ideas and specialized support, emphasizing the firm's comprehensive resources. However, there are occasional delays in communication, particularly during busy tax seasons, which could affect overall satisfaction with responsiveness. [Read All Reviews](https://clutch.co/profile/maillie-llp?verified=true#reviews) - $50,000 to $199,999 (1 reviews) #### 1 Review mentions Accounting in Allentown - 1 of 1 Allentown-based review is 5 stars - $50,000 – $199,999 avg. project cost for Accounting services in Allentown Accounting project highlight Tax Accounting & Business Advisory for IT & Dev Company 5.0/5 — An IT consulting firm employs Maillie LLP to assist with their accounting needs. They provide tax strategy & filing services, financial consulting, and business advisory services. [Read More](https://clutch.co/go-to-review/maillie-llp/145303) [Read Similar Reviews](https://clutch.co/profile/maillie-llp?location=27259&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 1 review from clients near Allentown Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 Local clients emphasize Maillie LLP's comprehensive services, responsiveness during urgent matters, and ability to provide specialized resources for challenging tax and financial questions. [Read Local Reviews](https://clutch.co/profile/maillie-llp?verified=true#reviews) --- ### [AccountSolve](https://clutch.co/profile/accountsolve) - 2 - 9 employees - Doylestown, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Founded in 1996, AccountSolve is an Accounting company. The company offers Accounting, and is small. [Visit Website](https://account-solve.com/) --- ### [Fastlane Bookkeeping](https://clutch.co/profile/fastlane-bookkeeping) - $1,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees - Green Lane, PA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Financial Advising & Planning #### Company description Fastlane Bookkeeping, an Accounting company, is located in Green Lane, Pennsylvania. Established in 2011, the team provides Accounting and Financial Advising & Planning. [Visit Website](http://www.fastlanebookkeeping.com) --- ### [Kreischer Miller](https://clutch.co/profile/kreischer-miller) - 50 - 249 employees - Horsham, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Founded in 1975, Kreischer Miller is an Accounting company. The firm provides Accounting, and is midsize. [Visit Website](https://www.kmco.com) --- ### [myHR Partner, Inc.](https://clutch.co/profile/myhr-partner) - 10 - 49 employees - Allentown, PA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 40% HR Consulting - 20% HR Outsourcing - 20% Recruiting #### Company description MyHR Partner, Inc. Is a small HR Consulting company located in Allentown, Pennsylvania. The team focuses on HR Consulting and Accounting. [Visit Website](https://myhrpartnerinc.com/) --- ### [Baratz & Associates, PA](https://clutch.co/profile/baratz-associates-pa) - 50 - 249 employees - Fort Washington, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Baratz & Associates, PA is an Accounting company. Launched in 1982, the firm is based in Evesham, New Jersey and Bridgewater Township, New Jersey. Their team focuses on Accounting. [Visit Website](https://www.baratzcpa.com) #### 37% of employees work in Fort Washington office Fort Washington, PA 550 Pinetown Road 16 - 20 employees 2156418300 [See All Locations (3)](https://clutch.co/profile/baratz-associates-pa#location) --- ### [Herbein + Company, Inc.](https://clutch.co/profile/herbein-company) - 250 - 999 employees - Wyomissing, PA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 10% Financial Consulting - 40% Business Consulting #### Company description Launched in 1972, Herbein + Company, Inc. Is an Accounting company. The team provides Accounting and Business Consulting. [Visit Website](https://www.herbein.com/) --- ### [Coach Business Solutions](https://clutch.co/profile/coach-business-solutions) - 2 - 9 employees - Stroudsburg, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Coach Business Solutions is an Accounting company. The team is based in Stroudsburg, Pennsylvania, and their services include Accounting. [Visit Website](https://www.coachbizpa.com/) --- ### [Alan Ross & Company, PC](https://clutch.co/profile/alan-ross-company-pc) - 10 - 49 employees - Reading, PA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Alan Ross & Company, PC is an Accounting company based in Reading, Pennsylvania. Established in 1985, the team provides Accounting and Business Consulting. [Visit Website](http://www.rosscpa.com/index.html) --- ### [BKC, CPAs, PC](https://clutch.co/profile/bkc-cpas-pc) - 10 - 49 employees - Flemington, NJ #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Business Consulting #### Company description Established in 1992, BKC, CPAs, PC is an Accounting company. Located in Flemington, New Jersey and Woodstown, New Jersey, the team offers Accounting and Business Consulting. [Visit Website](https://www.bkc-cpa.com/) --- ### [Stoudt Associates, LLC](https://clutch.co/profile/stoudt-associates) - 2 - 9 employees - Wyomissing, PA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description Stoudt Associates, LLC is an Accounting company. They were founded in 2004 and focus on Accounting and Business Consulting. [Visit Website](http://www.stoudtcpas.com) --- ### [Advats](https://clutch.co/profile/advats) - $150 - $199 average hourly rate - 2 - 9 employees - Lansdale, PA #### Services Provided - Allocation of Expertise by Percentage - 70% Accounting - 30% Financial Advising & Planning #### Company description Advats is a small Accounting company established in 2020. Their services include Accounting and Financial Advising & Planning. [Visit Website](https://www.advats.com/) --- ### [Outsourcing Business Solutions](https://clutch.co/profile/outsourcing-business-solutions) #### 5 out of 5 star rating (5 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 25% Back Office Outsourcing - 25% Call Center Services #### Company description Outsourcing Business Solutions specializes in accounting services, including bookkeeping, financial reporting, and tax preparation. They receive overwhelmingly positive feedback, with approximately 100% of reviewers praising their reliability, effective communication, and timely delivery. Clients commend them for their ability to handle complex financial tasks and their professional project management. [Visit Website](https://www.outsourcingbusinesssolutions.com/) #### Communicative Clients consistently praise Outsourcing Business Solutions for their exceptional communication skills. One client noted their 'prompt and professional' responses to inquiries, while another highlighted the team's attentiveness and quick issue resolution. Regular updates and proactive communication were also emphasized, enhancing alignment with project goals. Overall, the sentiment regarding communication is overwhelmingly positive, with clients expressing satisfaction and recommending the firm for its reliable and efficient communication practices. - Accounting Services for Digital Marketing Company (5.0/5, Mar 7, 2023): In addition, their communication has been prompt and professional. Whenever we had any questions or concerns, they responded quickly and addressed them in a satisfactory manner. They were also proactive in providing updates and progress reports throughout the project, which helped to keep us informed and aligned with our goals. [Read Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/185227) - Back-Office Support for Accounts Payable Services Company (5.0/5, May 17, 2023): For communication, we use Slack, email, and weekly calls. The best part about Outsourcing Business Solutions is the communication. They address issues and tasks or metrics that haven’t been achieved quickly so that we’re prepared. Their teammates are quite attentive, so we get instant responses to our queries. [Read Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/202367) #### 3 reviews mention Accounting Accounting Services for Law Firm 5.0/5 — A law firm has hired Outsourcing Business Solutions for backend accounting and reconciliation services. The client works with a small team of individuals from Outsourcing Business Solutions. - 3 of 3 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/outsourcing-business-solutions/201287) #### 4.9 out of 5.0 rating for cost What Clients Have Said Clients consistently express satisfaction with the cost-effectiveness and value provided by Outsourcing Business Solutions. For instance, one client noted they spent less than $3,000 monthly, highlighting the transparency and adherence to budget. Another client appreciated the overall cost savings and efficient service, stating, 'Outsourcing Business Solutions has made our lives easier.' Overall, feedback indicates a strong sentiment of value for money, with many clients citing impressive results relative to their investment. [Read All Reviews](https://clutch.co/profile/outsourcing-business-solutions?verified=true#reviews) - Less than $10,000 (2 reviews) - $10,000 to $49,000 (1 reviews) #### Completed projects in 2 countries - India (3 projects) - United States (2 projects) [View Reviews](https://clutch.co/profile/outsourcing-business-solutions?verified=true#reviews) --- ### [SD Associates](https://clutch.co/profile/sd-associates) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Elkins Park, PA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description SD Associates is an accounting services firm that specializes in tax preparation and financial advisory services. Reviews highlight their effectiveness in managing tax liabilities and providing clear, understandable explanations of tax law. With 100% positive feedback, clients appreciate the promptness of their appointments and the ease of the tax filing process. [Visit Website](https://sdaccounting.com/) #### Easy to reach The feedback regarding accessibility highlights SD Associates' commitment to effective communication and client engagement. A client noted, "I never have an issue making appointments... I’m seen right away and never have to wait," emphasizing their promptness and availability. Additionally, the firm’s weekend hours were praised as "super helpful." Overall, the sentiment is highly positive, reflecting that SD Associates is easy to reach and responsive to client needs. #### Experience in 1 industry SD Associates has demonstrated strong expertise in the legal industry, particularly in supporting law firms with tax preparation services. Clients appreciate their clear communication and timeliness, which alleviates concerns around tax compliance and management. The overall sentiment is highly positive, highlighting the firm's supportive role in financial matters and its potential for future wealth management services. This provider is well-suited for legal professionals seeking reliable financial guidance. [Read All Reviews](https://clutch.co/profile/sd-associates?verified=true#reviews) ##### Legal Experience SD Associates demonstrates strong expertise in providing tax preparation services tailored for the legal industry. Clients appreciate their clear communication and thorough understanding of tax regulations, which significantly alleviates concerns regarding audits and tax liabilities. Their responsiveness and accommodating hours enhance the client experience. Overall, SD Associates is regarded as a reliable partner for legal professionals seeking to navigate complex tax issues effectively. - 1 review for legal industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Tax Preparation & Accounting for Solo Law Firm (5.0/5, Mar 9, 2020): SD Associates handles the annual tax preparation services for a solo law firm. They're proactive in finding tax deductions, explaining tax law in layman's terms, and may provide wealth management in the future. [Read Full Review](https://clutch.co/go-to-review/sd-associates/32254) #### 1 Review mentions Accounting in Allentown - 1 of 1 Allentown-based review is 5 stars - Less than $10,000 avg. project cost for Accounting services in Allentown Accounting project highlight Tax Preparation & Accounting for Solo Law Firm 5.0/5 — SD Associates handles the annual tax preparation services for a solo law firm. They're proactive in finding tax deductions, explaining tax law in layman's terms, and may provide wealth management in the future. [Read More](https://clutch.co/go-to-review/sd-associates/32254) [Read Similar Reviews](https://clutch.co/profile/sd-associates?location=27259&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 1 review from clients near Allentown Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 Local clients in Philadelphia commend SD Associates for their ongoing support in tax preparation, providing peace of mind and protection against audits. They value the firm's professionalism, accessibility, and ability to simplify intricate tax concepts. [Read Local Reviews](https://clutch.co/profile/sd-associates?verified=true#reviews) --- ### [Walker Consultants](https://clutch.co/profile/walker-consultants) - 250 - 999 employees - Wayne, PA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Architectural Design #### Company description Accounting and Architectural Design company Walker Consultants was established in 1965. The firm specializes in Accounting and Architectural Design. [Visit Website](https://walkerconsultants.com/) #### 9% of employees work in Wayne office Wayne, PA 565 E. Swedesford Road, Suite 300 21 - 30 employees 1.610.995.0260 [See All Locations (17)](https://clutch.co/profile/walker-consultants#location) --- ### [The Sharp Financial Group](https://clutch.co/profile/sharp-financial-group) - $25,000+ minimum project size - 10 - 49 employees - Horsham, PA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 10% Commercial Financing - 10% Finance & Accounting Outsourcing (FAO) - 30% Financial Advising & Planning - 5% Insurance Services & Brokers - 15% Business Consulting #### Company description Small Accounting company The Sharp Financial Group, is in Horsham, Pennsylvania and New York, New York. Their services include Accounting and Financial Advising & Planning. [Visit Website](http://www.sharpllc.com) --- ### [William L. McKernan CPA](https://clutch.co/profile/william-l-mckernan-cpa) - 2 - 9 employees - Blue Bell, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Founded in 1992, William L. McKernan CPA is an Accounting company. The small team specializes in Accounting. [Visit Website](https://www.wlmckernan.com/) --- ### [Financial GPS](https://clutch.co/profile/financial-gps) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Financial GPS is an accounting services firm specializing in bookkeeping, financial reporting, and accounting solutions. The firm is praised for its use of modern technologies and a flat-rate pricing model, with 100% of reviewers highlighting their proactive approach and efficiency in streamlining processes. All feedback is positive, emphasizing their knowledgeable and responsive team. [Visit Website](https://www.financialgps.co/) #### Knowledgeable Clients have consistently praised Financial GPS for their extensive knowledge and expertise. One CEO noted their 'extremely friendly and knowledgeable' team, highlighting their proactive approach to utilizing new technologies. This sentiment is echoed in feedback regarding the streamlined processes and effective communication, which have significantly improved clients' operational efficiency. Overall, the feedback reflects a strong confidence in Financial GPS's capabilities and a high level of client satisfaction. #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients appreciate Financial GPS for their transparent pricing model, which operates on a flat monthly rate, making it easier to budget. One client noted their investment of approximately $300 per month, highlighting the value derived from streamlined processes and time savings. Overall, feedback reflects a positive sentiment regarding cost-effectiveness and the quality of service provided, with no significant areas for improvement identified. [Read All Reviews](https://clutch.co/profile/financial-gps?verified=true#reviews) - Less than $10,000 (1 reviews) #### 1 Review mentions Accounting in Allentown - 1 of 1 Allentown-based review is 5 stars - Less than $10,000 avg. project cost for Accounting services in Allentown Accounting project highlight Tax Prep & Payroll for Mobile App Dev Agency 5.0/5 — Financial GPS provides bookkeeping and accounting services. Their services also include financial reporting.  [Read More](https://clutch.co/go-to-review/financial-gps/102293) [Read Similar Reviews](https://clutch.co/profile/financial-gps?location=27259&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 1 review from clients near Allentown Review Rating from Clients - 5.0 out of 5.0 - Overall: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 Philadelphia-based clients praise Financial GPS for streamlining accounting and bookkeeping, saving time, and providing transparent, tech-savvy services. They highlight strong communication and proactive support, emphasizing the firm's reliability across complex financial management tasks. [Read Local Reviews](https://clutch.co/profile/financial-gps?verified=true#reviews) --- ### [SYNERGY ENTER PRIZE - LLC](https://clutch.co/profile/synergy-enter-prize) - 2 - 9 employees - King of Prussia, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description SYNERGY ENTER PRIZE - LLC is an Accounting company. They are in King of Prussia, Pennsylvania and have small team. Their team provides Accounting. [Visit Website](https://synergy-ia.com/) --- ### [Alpha Accounting](https://clutch.co/profile/alpha-accounting-0) - $1,000+ minimum project size - $50 - $99 average hourly rate - 10 - 49 employees - Branchburg, NJ #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Alpha Accounting is a small Accounting company established in 2021. Their services include Accounting. [Visit Website](https://alphaconsult-us.com/) --- ### [Countless LLC](https://clutch.co/profile/countless) - 2 - 9 employees - Wayne, PA #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 40% Business Consulting #### Company description Countless LLC is an Accounting company. Launched in 2016, their team provides Accounting and Business Consulting. [Visit Website](https://countless.io/) --- ### [Brennan & Company CPA, PC](https://clutch.co/profile/brennan-company-cpa-pc) - 10 - 49 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Business Consulting #### Company description Accounting company Brennan & Company CPA, PC was established in 1996. The firm offers Accounting and Business Consulting. [Visit Website](https://brennanandcompanycpa.com) --- ### [NK Tax & Accounting Solutions](https://clutch.co/profile/nk-tax-accounting-solutions) - $1,000+ minimum project size - 2 - 9 employees - Feasterville-Trevose, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Founded in 2015, NK Tax & Accounting Solutions is an Accounting company. The team focuses on Accounting. [Visit Website](https://nktaxsolutions.com) --- ### [Withum](https://clutch.co/profile/withum) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Withum is a midsize Accounting company. Launched in 1974, the team specializes in Accounting. [Visit Website](https://www.withum.com/) --- ### [KG Invicta Services](https://clutch.co/profile/kg-invicta-services) - 250 - 999 employees - Newtown, PA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Call Center Services - 20% Commercial Financing - 20% Executive Search - 20% Staffing #### Company description Midsize answering service KG Invicta Services, is located in Coimbatore, India and Bengaluru, India. The team focuses on Call Center Services and Commercial Financing. [Visit Website](https://www.kginvicta.com) #### 6% of employees work in Newtown office Newtown, PA 12 Penns Trail 50 - 75 employees [See All Locations (4)](https://clutch.co/profile/kg-invicta-services#location) --- ### [Solomon and Yaglinski, PC](https://clutch.co/profile/solomon-yaglinski-pc) - 2 - 9 employees - Blue Bell, PA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Finance & Accounting Outsourcing (FAO) - 10% Business Consulting #### Company description Solomon and Yaglinski, PC is a small Blue Bell, Pennsylvania-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO). [Visit Website](http://www.stuandnorb.com) --- ### [Kim Yeung Ling P.C.](https://clutch.co/profile/kim-yeung-ling-pc) - $1,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 95% Accounting - 5% Business Consulting #### Company description Kim Yeung Ling P.C., an Accounting company, was established in 1982. The team focuses on Accounting and Business Consulting and is located in Philadelphia, Pennsylvania and Philadelphia, Pennsylvania. [Visit Website](http://www.kimlingcpa.net) --- ### [Your Outsourced CFO](https://clutch.co/profile/your-outsourced-cfo) #### 4.8 out of 5 star rating (3 reviews) - $1,000+ minimum project size - 2 - 9 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Financial Consulting - 50% Business Consulting #### Company description Your Outsourced CFO is a financial advisory firm specializing in comprehensive Accounting Services, including Financial Reporting, Financial Analysis, and Bookkeeping. Their clients consistently commend their innovative and strategic approach, with 100% of reviewers highlighting their ability to enhance financial planning and decision-making. Despite minor punctuality issues, the firm is acclaimed for its transformative impact, particularly in cash flow management and business scaling strategies. [Visit Website](https://www.yocfo.com) #### Passionate about their work Clients have expressed strong sentiment regarding the passion Your Outsourced CFO brings to their work. One client highlighted Jeff's 'enthusiasm, detail-oriented thinking, and passion for the process,' noting how this clarity has been instrumental in scaling their business. Additionally, the personalized, high-touch service and transformative impact on project planning reflect a deep commitment to client success. Overall, the feedback underscores a genuine dedication to delivering strategic financial insights. - Financial Consulting for Digital Marketing Firm (5.0/5, Mar 6, 2020): Jeff is the perfect combination of enthusiasm, detail-oriented thinking, and passion for the process. He always provides the clarity that’s needed to scale a business. It’s been a pleasure working with them, and we’re lucky to have them as a partner. [Read Full Review](https://clutch.co/go-to-review/your-outsourced-cfo/31786) #### Experience in 3 industries Your Outsourced CFO has received positive feedback across multiple industries, including Financial Services, Advertising & Marketing, and Healthcare. Clients commend their expertise in cash flow management, strategic financial consulting, and budgeting. They are noted for their personalized service and ability to facilitate business scaling. Overall sentiment is highly favorable, with clients emphasizing their innovative approaches and significant impact on financial decision-making, making them a strong fit for businesses seeking comprehensive financial support. [Read All Reviews](https://clutch.co/profile/your-outsourced-cfo?verified=true#reviews) ##### Financial services Experience The reviews highlight the expertise of Your Outsourced CFO in cash flow management and financial planning for the financial services sector. Clients commend their innovative approach and ability to create complex financial strategies, contributing to sound business decisions. Overall sentiment is positive, emphasizing their supportive role in enhancing financial clarity and operational efficiency. Potential clients in the financial services industry may find them a valuable partner for navigating financial challenges. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Outsourced CFO Services for Financial Planning Company (5.0/5, Aug 25, 2020): Your Outsourced CFO assists with cash flow management, financial planning, and tax season prep. They also helped the client pay off debt.  [Read Full Review](https://clutch.co/go-to-review/your-outsourced-cfo/48380) ##### Healthcare Experience Your Outsourced CFO has demonstrated substantial expertise in the Healthcare sector, particularly in financial forecasting and budgeting for startups. A client from Simplex Health noted the team's strong support and accessibility, praising their ability to contribute strategically despite a lack of specific healthcare experience. This collaboration resulted in significant cost savings and successful fundraising. Overall, the firm is recognized for delivering value and fostering effective communication, making them a strong candidate for healthcare businesses seeking financial guidance. - 1 review for healthcare industry - Less than $10,000 avg. project cost - CFO Services for Health Integration Service Provider (4.5/5, Aug 14, 2020): A health system service company partnered with Your Outsourced CFO in order to bring in forecasting ability, budgeting, and planning. [Read Full Review](https://clutch.co/go-to-review/your-outsourced-cfo/39506) ##### Advertising & marketing Experience The reviews highlight the provider's exceptional expertise in strategic financial consulting, particularly in the Advertising & marketing sector. Clients commend their transformative impact on business operations and project management, noting a personalized, high-touch service. Specific feedback emphasizes their ability to provide strategic insights and innovative solutions, enabling companies to scale efficiently and accurately project financial needs. Overall, the sentiment is highly positive, indicating that they are a valuable partner for businesses seeking to enhance their marketing strategies. - 1 review for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Financial Consulting for Digital Marketing Firm (5.0/5, Mar 6, 2020): Your Outsourced CFO has assisted a digital marketing agency in accurately projecting the internal financial capabilities of the company through the creation of a proprietary financial model. [Read Full Review](https://clutch.co/go-to-review/your-outsourced-cfo/31786) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients express high satisfaction with Your Outsourced CFO's value for money, citing effective financial strategies and personalized service. One client noted spending $500 monthly, emphasizing the peace of mind and sound business decisions gained. Another highlighted an annual investment of $30,000, stating that the level of expertise received would require hiring a six-figure employee otherwise. Overall, clients appreciate the cost-effectiveness and transformative impact on their financial management. [Read All Reviews](https://clutch.co/profile/your-outsourced-cfo?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) #### 3 reviews from clients near Allentown Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.8 - Quality: 5.0 - Schedule: 4.8 - Cost: 5.0 - Willing to Refer: 5.0 Pennsylvania clients praise Your Outsourced CFO for their strategic financial expertise, helping with cash flow, debt management, and complex planning. They value their proactive approach, innovative tracking methods, and ability to support diverse projects like fundraising and scaling businesses. [Read Local Reviews](https://clutch.co/profile/your-outsourced-cfo?verified=true#reviews) --- ### [Jumping Jack Taxes](https://clutch.co/profile/jumping-jack-taxes) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description Jumping Jack Taxes is a company specializing in accounting services, including bookkeeping, tax preparation, and financial planning. Overall, the feedback is overwhelmingly positive, with 100% of reviewers praising their efficiency, responsiveness, and personalized financial advice. Clients report significant tax savings and appreciate the company's deep understanding of their financial goals and commitment to helping them grow their businesses. [Visit Website](https://www.jumpingjacktaxes.com/) #### Helpful Clients express a highly positive sentiment towards Jumping Jack Taxes, highlighting their timely and efficient service. One CEO noted the substantial tax savings of $20,000–$25,000 achieved through their guidance. The firm’s dedication to understanding client goals and providing clear explanations was particularly praised, emphasizing their commitment to client success. Clients recommend openness in communication to maximize the benefits of their services. #### 1 review mentions Accounting Accounting Services for Dental Staffing Firm 5.0/5 — A dental staffing company hired Jumping Jack Taxes to do their taxes and handle their bookkeeping and life insurance. They lead a monthly accountability program that offers tax strategies and financial advice. - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/jumping-jack-taxes/86081) #### Experience in 1 industry Jumping Jack Taxes has demonstrated expertise primarily within the dental staffing industry, providing comprehensive financial services including bookkeeping, tax preparation, and financial planning. Clients commend the team's efficiency and deep understanding of business goals, noting significant potential tax savings. The overall sentiment is positive, highlighting the provider's proactive communication and tailored approach, making them a suitable option for businesses seeking responsive and personalized financial management. [Read All Reviews](https://clutch.co/profile/jumping-jack-taxes?verified=true#reviews) ##### Other Industry Experience Jumping Jack Taxes has demonstrated significant expertise in financial management within the Other Industry sector, particularly for a dental staffing company. Clients appreciate their comprehensive services, including bookkeeping, tax preparation, and financial planning. One client noted potential tax savings of $20,000–$25,000 due to their strategic advice. The company's timely communication and genuine understanding of client goals further enhance their reputation, making them a strong candidate for businesses seeking financial guidance and support. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Dental Staffing Firm (5.0/5, Dec 9, 2021): A dental staffing company hired Jumping Jack Taxes to do their taxes and handle their bookkeeping and life insurance. They lead a monthly accountability program that offers tax strategies and financial advice. [Read Full Review](https://clutch.co/go-to-review/jumping-jack-taxes/86081) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed that Jumping Jack Taxes offers significant value for money, particularly in tax savings. One client noted an investment of approximately $3,500, resulting in projected tax savings of $20,000 to $25,000. The company's efficient communication and personalized service were highlighted as key strengths, reinforcing the perception of good value. Overall, clients feel that the company's pricing aligns well with the quality of service provided, making it a worthwhile investment. [Read All Reviews](https://clutch.co/profile/jumping-jack-taxes?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Insurance BackOffice Pro](https://clutch.co/profile/insurance-backoffice-pro) - $25,000+ minimum project size - < $25 average hourly rate - 10,000+ employees - Princeton, NJ #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Back Office Outsourcing - 25% Customer Service Outsourcing - 25% Insurance Services & Brokers #### Company description Back Office Outsourcing company Insurance BackOffice Pro offers Back Office Outsourcing and Accounting. They are located in Princeton, New Jersey. [Visit Website](https://www.insurancebackofficepro.com/) --- ### [Ambrozy Accounting](https://clutch.co/profile/ambrozy-accounting) #### 4 out of 5 star rating (1 reviews) - 10 - 49 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Ambrozy Accounting is an accounting services firm specializing in bookkeeping and tax preparation. Clients appreciate their strategic tax guidance and local presence, with positive feedback highlighting their affordability and personalized service. Approximately 100% of reviewers noted their beneficial impact on business operations, though communication was identified as an area for improvement. [Visit Website](https://www.ambrozy.com/) #### Helpful The feedback regarding Ambrozy Accounting highlights their helpfulness, particularly in providing strategic tax advice that saved time and benefited the client's business. The client appreciated the local connection and found the services flexible and affordable. Overall, the sentiment is positive, with the client noting that Ambrozy Accounting was exactly what they needed, although they suggested improvements in communication. #### Experience in 1 industry Ambrozy Accounting has received positive feedback primarily from clients in the Advertising & Marketing industry, highlighting their expertise in tax preparation and bookkeeping. Clients appreciate their local presence, affordability, and strategic guidance, which have notably benefited their business operations. Overall sentiment is favorable, emphasizing strengths in personalized service and effective problem-solving, making them a suitable choice for businesses seeking reliable accounting support in this sector. [Read All Reviews](https://clutch.co/profile/ambrozy-accounting?verified=true#reviews) ##### Advertising & marketing Experience Ambrozy Accounting has received positive feedback from clients in the Advertising & marketing industry, highlighting their expertise in accounting and bookkeeping. Clients appreciated their local presence, flexibility, and affordability, which fostered strong business relationships. The firm demonstrated significant impact by providing strategic tax advice that saved clients time and resources. However, there is room for improvement in communication. Overall, their strengths make them a fitting choice for businesses seeking reliable accounting support. - 1 review for advertising & marketing industry - Unknown avg. project cost - Tax Prep & Bookkeeping for Digital Marketing Firm (4.0/5, Apr 18, 2020): Ambrozy Accounting provided tax preparation and filing services to the client. They also helped with bookkeeping.  [Read Full Review](https://clutch.co/go-to-review/ambrozy-accounting/63650) #### 1 Review mentions Accounting in Allentown - Unknown avg. project cost for Accounting services in Allentown Accounting project highlight Tax Prep & Bookkeeping for Digital Marketing Firm 4.0/5 — Ambrozy Accounting provided tax preparation and filing services to the client. They also helped with bookkeeping.  [Read More](https://clutch.co/go-to-review/ambrozy-accounting/63650) [Read Similar Reviews](https://clutch.co/profile/ambrozy-accounting?location=27259&service_provided=field_pp_sl_accounting&verified=true#reviews) #### 1 review from clients near Allentown Review Rating from Clients - 5.0 out of 5.0 - Overall: 4.0 - Quality: 4.0 - Schedule: 3.5 - Cost: 5.0 - Willing to Refer: 3.5 Local clients describe Ambrozy Accounting as a reliable, affordable partner for tax and bookkeeping needs, emphasizing their local presence and understanding of regional business nuances. They highlight the firm’s strategic impact and personalized approach, with room for better communication. [Read Local Reviews](https://clutch.co/profile/ambrozy-accounting?verified=true#reviews) --- ### [Brinker Simpson & Company, LLC](https://clutch.co/profile/brinker-simpson-company) - 10 - 49 employees - Springfield, PA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Back Office Outsourcing - 25% Finance & Accounting Outsourcing (FAO) - 15% Financial Consulting - 10% Business Consulting #### Company description Brinker Simpson & Company, LLC is a small Springfield, Pennsylvania-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Finance & Accounting Outsourcing (FAO). [Visit Website](http://www.brinkersimpson.com) --- ### [Magid Financial Services](https://clutch.co/profile/magid-financial-services) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Huntingdon Valley, PA #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 35% Financial Advising & Planning - 30% Financial Consulting #### Company description Magid Financial Services is an Accounting company. The team specializes in Accounting and Financial Advising & Planning and is in Huntingdon Valley, Pennsylvania. [Visit Website](https://i-mfs.com/) --- ### [Lear & Pannepacker, LLP](https://clutch.co/profile/lear-pannepacker-llp) - 10 - 49 employees - Princeton, NJ #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Lear & Pannepacker, LLP is an Accounting company headquartered in Princeton, New Jersey. Established in 1984, the team offers Accounting. [Visit Website](http://lp-cpa.com/) --- ### [Weseloh Carney & Company LLC](https://clutch.co/profile/weseloh-carney-company) - 2 - 9 employees - East Stroudsburg, PA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 20% Business Valuation Services - 10% Financial Advising & Planning - 30% Business Consulting #### Company description Based in East Stroudsburg, Pennsylvania, Weseloh Carney & Company LLC is a small Accounting company. Their services include Accounting and Business Consulting. [Visit Website](https://accountantstroudsburg.com/) --- ### [Milligan & Company, LLC](https://clutch.co/profile/milligan-company) - 10 - 49 employees - Philadelphia, PA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description Milligan & Company, LLC, a small Accounting company, is based in Philadelphia, Pennsylvania. Their services include Accounting and Business Consulting. [Visit Website](https://www.milligancpa.com/) --- ### [A+Tax Experts, LLC](https://clutch.co/profile/atax-experts) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - Southampton, PA #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 45% Commercial Financing - 40% Financial Advising & Planning #### Company description A+Tax Experts, LLC, a Commercial Financing company, is located in Southampton, Pennsylvania and Southampton, Pennsylvania. They offer Commercial Financing and Financial Advising & Planning. [Visit Website](https://philadelphiataxes.com) #### 100% of employees work in Southampton office Southampton, PA 80 Second Street Pike 10 - 15 employees +1(215) 914-6929 Southampton, PA 671 Second Street Pike 10 - 15 employees (215) 914-6929 Southampton, PA 26 Rotterdam Road West 16 - 20 employees 215 914 6929 [See All Locations (3)](https://clutch.co/profile/atax-experts#location) --- ### [Hotel Valuation & Cost Segregation Services, LLC](https://clutch.co/profile/hotel-valuation-cost-segregation-services) - 2 - 9 employees - Hope, NJ #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Business Valuation Services #### Company description Hotel Valuation & Cost Segregation Services, LLC is an Accounting and Business Valuation Services company. They were established in 2019 and focus on Accounting and Business Valuation Services. [Visit Website](https://hvcss.com/) --- ### [Real Possibilities, LLC](https://clutch.co/profile/real-possibilities) - 2 - 9 employees - Montgomery, NJ #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Accounting company Real Possibilities, LLC was founded in 2002. The team focuses on Accounting. [Visit Website](http://www.realposs.com/) --- ### [Maida & Maida](https://clutch.co/profile/maida-maida) - 2 - 9 employees - Ewing Township, NJ #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Maida & Maida is an Accounting company headquartered in Ewing Township, New Jersey. The team offers Accounting. [Visit Website](http://www.mmcpa.com) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why 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](https://clutch.co/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.