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Top Accounting Firms in Frisco

Ratings Updated: June 5, 2026

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Featured

What are Featured Providers?
Hiline

5.0 3 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves Frisco, United States

Services provided

40% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

10% Back Office Outsourcing

Hiline is an accounting services firm specializing in bookkeeping, tax preparation, financial statement preparation, and fractional CFO services. Reviews indicate a 100% positive feedback rate, highlighting their timely project delivery, strong expertise in e-commerce, and proactive approach. Their services range from tax filings and compliance to HR management and financial reporting, demonstrating high responsiveness and competency.

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Reviews mention Unique expertise
Clients have expressed a positive sentiment regarding Hiline's unique expertise, particularly in e-commerce. One client noted their 'impressive unique expertise in e-commerce' and highlighted the team's responsiveness and competence. Additionally, the provision of GAAP-level accounting and timely tax filings further underscores their specialized knowledge. Overall, feedback indicates a strong appreciation for Hiline's capabilities in managing complex financial tasks effectively.

Fractional CFO, Accounting & HR Services for Food Company

5.0 Mar 10, 2025

The Hiline team is very responsive and available. I'm impressed by their unique expertise in e-commerce. Always on time and highly competent.
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2 of 2 reviews are 5 stars

1 new review for Accounting services

Unknown avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, client feedback for Hiline has been overwhelmingly positive. Clients, including the head of finance at Clayton Technologies and the CEO of BackEngine, praised Hiline for their excellent project management, proactive approach, and timely delivery of services. Notably, one client reported a significant reduction in time spent on back-office tasks, while another highlighted Hiline's contributions to cost savings and efficiency. Overall, clients found Hiline to be a strong cultural fit and expressed no areas for improvement.
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Industry Experience

Hiline demonstrates strong expertise in the Information Technology and Food & Beverage industries. Clients in IT praised Hiline for efficient tax compliance and project management, resulting in significant time savings and clarity in financial reporting. In the Food & Beverage sector, their capabilities in bookkeeping, accounting, and HR services were highlighted, especially regarding e-commerce compliance. Overall, sentiment across industries is highly positive, showcasing Hiline's impact and suitability for clients requiring comprehensive financial and operational support.
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Information technology Food & Beverage

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$495 Bookkeeping - automated finances $1,395 Bookkeeping Plus for growing companies $2,895 Controller Services for future-focused operations

Core Accounting Services
Hiline's Core Accounting Services deliver expert financial operations with dedicated bookkeeping teams, daily transaction management, and custom reporting. We handle your financial foundation so you can focus on growing your business.
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1-800Accountant

4.5 31 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves Frisco, United States

Services provided

100% Accounting

1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.

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Reviews mention Accessible
Clients express a highly positive sentiment regarding the accessibility of 1-800Accountant. They commend the firm's responsiveness and availability, noting that communication is effective and guidance is provided without additional costs. One client highlighted the ease of reaching out via phone and messaging on their accounting software, reinforcing the notion of accessibility. Overall, clients appreciate the firm's commitment to being reachable and supportive throughout their engagement.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

Their communication is great and they’re always available to provide us with guidance at no additional costs. They’re also consistent in sticking to our budget and schedule, and they hold themselves accountable for everything that they do. We typically communicate through phone calls and the messaging board on their accounting software.
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Industry Experience

1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.
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More responsive than most other service providers

1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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George Dimov, CPA

4.9 36 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

Serves Frisco, United States

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.

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Industry Experience

George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketing

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More responsive than most other service providers

George Dimov, CPA is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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View projects from:

New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

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indinero

4.9 20 reviews
Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Serves Frisco, United States

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

Indinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.

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Reviews mention Knowledgeable
The overall sentiment regarding inDinero's knowledgeability is highly positive. Clients frequently noted their expertise in accounting and financial management, emphasizing their ability to understand complex regulations and streamline processes. One client remarked on their 'detailed knowledge' and responsiveness, while another highlighted their 'attention to detail' and ability to simplify complex financial topics. The consistent feedback underscores inDinero's role as a knowledgeable partner, providing valuable insights and support tailored to diverse business needs.

Accounting Services for SaaS Company

5.0 Apr 20, 2022

Well organized. Knowledgable and very responsive. They have streamlined our complete accounting, booking, and tax-filing process - allowing us to have a lean finance team & focus on the core part of our business. Furthermore, the team understands the cross-country accounting rules that only a handful of firms do.
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Accounting Services for Agriculture FinTech Firm

5.0 Apr 6, 2022

They were responsive, courteous, knowledgeable, and resourceful. They have a Dashboard that is always updated and all required reports, information, etc are easily accessible. it is a very good and efficient tool.
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Accounting Services for Financial Services Firm

5.0 May 6, 2026

Indinero has helped us create much stronger visibility into our finances and spending habits. Our financial data is now significantly more organized, easier to understand, and much more useful for forecasting and decision-making in a changing production environment. Their attention to detail, knowledge, responsiveness, and willingness to help have made them feel like a genuine partner in our growth.
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2 of 2 reviews are 5 stars

2 new reviews for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, indinero has received overwhelmingly positive feedback for their financial services. Clients, such as GO Processing and W.Bradford, praised their responsiveness, communication, and ability to simplify complex financial matters. Notably, GO Processing highlighted indinero's significant impact on budgeting and forecasting, making financial data more organized and useful. Both clients noted the ease of collaboration and effective project management, with no significant areas for improvement mentioned.
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More responsive than most other service providers

indinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

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View projects from:

New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

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BookkeeperLive

5.0 3 reviews

$1,000+

Undisclosed

10 - 49

Dallas, TX

Services provided

50% Accounting

20% Back Office Outsourcing

20% Finance & Accounting Outsourcing (FAO) +1 service

10% Tax Law

BookkeeperLive is a company specializing in accounting services, including bookkeeping and financial statement preparation. Based on the reviews, 100% of the feedback is positive, highlighting their timely processing of invoices and exceptional responsiveness. Clients appreciate their capability to efficiently manage accounts payable across different time zones.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounts Payable Services for Printing Company
5.0 — BookkeeperLive provides accounts payable services for a printing company. The team has processed invoices and managed communications. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight BookkeeperLive's competitive pricing and strong value for money. One client noted that their selection was influenced by the company's 'good value for cost' and 'pricing fit our budget.' Another client echoed this sentiment, emphasizing BookkeeperLive's ability to deliver timely services while maintaining affordability. Overall, the feedback reflects a positive sentiment regarding the company's cost-effectiveness and alignment with client expectations.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Dallas-based clients praise BookkeeperLive for efficient business setup, timely document processing, and ongoing bookkeeping. They also value the company's expertise in investment consulting and tax strategies, with responsive communication and proactive guidance, making complex financial decisions straightforward.
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Kahiau Pacific LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Frisco, TX

Services provided

50% Accounting

30% Business Consulting

10% HR Consulting +1 service

10% Recruiting

Kahiau Pacific LLC is an Accounting company. They focus on Accounting and Business Consulting and are in Frisco, Texas.
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What are Featured Providers?
Appletree Business Services

4.9 22 reviews
Premier Verified

$1,000+

Undisclosed

10 - 49

Serves Frisco, United States

Services provided

80% Accounting

10% Back Office Outsourcing

10% Fractional CFO Services

Appletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.

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Reviews mention Unique expertise
The feedback regarding Appletree Business Services highlights their unique expertise, particularly through the commendation of Carreen, who is described as a 'true gem' for her exceptional communication and proactive approach. Clients appreciate the advanced technology employed, alongside personalized attention and valuable insights provided. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and noting that their expectations were exceeded without any suggested areas for improvement.

Accounting Services for Digital Training Company

5.0 Jul 19, 2023

The entire team is dedicated, focused, and endlessly helpful, and I can't say enough about Allen—he approaches our business and financials as if they were his own, constantly looking for new ways to help us view our financials and find new insights, as well as find opportunities and help us make the best decisions. I'm so happy and, frankly, relieved to have this team in our corner and be able to rely on their expertise.
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Accounting Services for Property Management Company

5.0 Jul 6, 2023

I have had a remarkable experience with Carreen. Her expertise and proactive approach exceeded my expectations, as well as her willingness to help. They utilize advanced technology and provide personalized attention and valuable insights. I can't say enough great things about them!
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Accounting Services for Digital Marketing Agnecy

5.0 Jan 26, 2023

Appletree Business Services has familiarized themselves with our business. They’re knowledgeable, intelligent, and personable partners. Additionally, they’re great people who are willing to go above and beyond the scope of work to help us. For example, they’ve been gracious enough to answer our questions, and we've leveraged their expertise to help us make business decisions.
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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Appletree Business Services highlight their exceptional support and expertise, particularly from team member Patrick. Clients commend his proactive approach, professionalism, and ability to meet deadlines consistently. One client noted significant benefits from his sound business advice, emphasizing his knowledge and authenticity as standout qualities. Overall, feedback is overwhelmingly positive, with no reported areas for improvement, indicating a strong fit for businesses seeking reliable consulting services.
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Industry Experience

Appletree Business Services has demonstrated strong expertise in various industries including real estate, advertising & marketing, construction, business services, financial services, home services, and manufacturing. Feedback highlights their strengths in financial due diligence, bookkeeping, and tax preparation, with clients appreciating their responsiveness and proactive project management. Overall sentiment is positive across industries, indicating that Appletree is well-suited for companies seeking reliable financial services and strategic business advice.
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Advertising & marketing Construction Other Industry Business services Home Services Financial services Manufacturing Hospitality & leisure Wellness & Fitness Real estate Design

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Average Project Cost Breakdown

Less than $10,000 (9) $10,000 to $49,000 (7)

What Clients Have Said
Clients consistently highlight Appletree Business Services' excellent value for money, noting their competitive pricing and effective service delivery. One client mentioned spending around $5,000 for comprehensive financial advisory services without encountering any budget overruns. Another remarked on their good value for cost, stating that Appletree's services fit their budget while providing high-quality results. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and the quality of service provided.
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A2 AutoCare

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Plano, TX

Services provided

10% Accounting

75% Business Consulting

15% Business Valuation Services

Founded in 2019, A2 AutoCare is a Business Consulting company. The small team focuses on Business Consulting and Business Valuation Services.
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Infinity Globus - a springline company

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Dallas, TX

Services provided

45% Accounting

35% Finance & Accounting Outsourcing (FAO)

20% Tax Law

Infinity Globus - a springline company is an Accounting company. Located in Dallas, Texas, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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Kurtz & Co.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

100% Accounting

Kurtz & Co. Is an Accounting company. Established in 1992, the company is in Dallas, Texas. Their team offers Accounting.
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Xact Numbers

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Located in Allen, Texas, Xact Numbers is an Accounting company. Their services include Accounting.
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Merki & Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Denton, TX

Services provided

85% Accounting

15% Business Consulting

Merki & Associates is an Accounting company. They are based in Denton, Texas, and their services include Accounting and Business Consulting.
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Peter Marshall & Company CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Flower Mound, TX

Services provided

70% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO) +1 service

10% Financial Consulting

Peter Marshall & Company CPA is an Accounting company. They were launched in 1984, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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McKinnon Patten & Associates

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

70% Accounting

30% Business Consulting

McKinnon Patten & Associates is an Accounting company established in 1969. The company offers Accounting and Business Consulting, and is small.
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MB Accounting

Not yet reviewed

$1,000+

$200 - $300 / hr

10 - 49

Irving, TX

Services provided

40% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting +3 services

10% Business Continuity Management

10% Finance Law

10% Financial Consulting

Small Accounting company MB Accounting, is based in Irving, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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East 57th Street Partners

Not yet reviewed

$5,000+

Undisclosed

10 - 49

Dallas, TX

Services provided

70% Accounting

20% Business Consulting

10% Financial Consulting

East 57th Street Partners, a small Accounting company, is based in Dallas, Texas. The team provides Accounting and Business Consulting.
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Mikiba, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Allen, TX

Services provided

75% Accounting

15% Staffing

10% Back Office Outsourcing

Headquartered in Allen, Texas, Mikiba, LLC is an Accounting company. Launched in 2015, the team offers Accounting and Staffing.
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Gnesist LLC

5.0 2 reviews

$1,000+

$50 - $99 / hr

2 - 9

Richardson, TX

Services provided

30% Accounting

30% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +2 services

15% Financial Consulting

10% Fractional CFO Services

Gnesist LLC is an accounting services firm specializing in bookkeeping, tax preparation, financial planning, and business consulting. With a 100% positive feedback rate, clients praise their affordability, responsiveness, and personalized approach. Reviewers consistently highlight their timely service and impressive client portal, making them a trusted partner for businesses seeking reliable financial management.

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Reviews mention High-quality work
Clients express high satisfaction with Gnesist LLC's quality of work, noting their consistent delivery of accurate financial records and timely tax services. One client highlighted their exceptional client portal as a standout feature, enhancing the overall experience. The firm is praised for exceeding expectations and maintaining excellent communication, with clients recommending them for their reliability and effective integration of technology. Overall, the sentiment reflects a strong endorsement of Gnesist's commitment to high-quality service.

Accounting for Affiliate Sites Management Company

5.0 Jul 1, 2024

We have been working with the Gnesist team for over a year now, and we couldn't be happier with their services. As a small business, accurate financial records and saving as much money as possible on our taxes are crucial. Gnesist has consistently delivered above and beyond!
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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients of Gnesist LLC consistently commend the company for its affordability and excellent value for money. One client highlighted their $200-per-month plan as reasonable and noted that Gnesist's services exceeded expectations, providing peace of mind and allowing focus on core business activities. Another client appreciated the alignment of Gnesist's pricing with their budget and described the firm as delivering above and beyond, making it a reliable choice for bookkeeping and tax services.
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$200 For small businesses with streamlined needs. $300 For pre-revenue companies. $650 For companies with streamlined needs.

Bookkeeping Plan
Bookkeeping services
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2 of 2 Frisco-based reviews are 5 stars

Less than $10,000 avg. project cost for Accounting services in Frisco

Accounting project highlight

Accounting & Business Consulting for Women Empowerment Co
5.0 — Gnesist Accounting Firm provides accounting, tax preparation, and bookkeeping services for a women empowerment company. The team also provides business consulting, financial planning, and website Read more
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KHA Accountants

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Flower Mound, TX

Services provided

60% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting +1 service

10% Financial Consulting

KHA Accountants is an Accounting company. Founded in 1973, the firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Skytale Group

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Dallas, TX

Services provided

25% Accounting

25% Commercial Financing

25% Financial Advising & Planning +1 service

25% Insurance Services & Brokers

Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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Lane Gorman Trubitt

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

65% Accounting

35% Business Consulting

Accounting company Lane Gorman Trubitt provides Accounting and Business Consulting. They are in Dallas, Texas.
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Alesa D. Downing CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Small Accounting company Alesa D. Downing CPA, is based in Allen, Texas. The team focuses on Accounting.
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Paula Field, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Paula Field, CPA is an Accounting company. The team focuses on Accounting and is based in Allen, Texas.
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Su CPA, PLLC

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Plano, TX

Services provided

100% Accounting

Small Accounting company Su CPA, PLLC, is based in Plano, Texas. Their services include Accounting.
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Michelle L. Wright, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Plano, TX

Services provided

100% Accounting

Michelle L. Wright, CPA is an Accounting company. The team provides Accounting, and the company is located in Plano, Texas.
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Sudha Periasamy, CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Sudha Periasamy, CPA is a small Accounting company headquartered in Allen, Texas. The team offers Accounting.
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Charlene G Moffatt, PC

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Allen, TX

Services provided

100% Accounting

Charlene G Moffatt, PC is a small Allen, Texas-based Accounting company. Their services include Accounting.
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Calvetti Ferguson

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

20% Accounting

60% Compliance Consulting

5% Business Consulting +3 services

5% Business Valuation Services

5% Finance & Accounting Outsourcing (FAO)

5% IT Strategy Consulting

Calvetti Ferguson is a Compliance Consulting company. They were established in 2003 and provide Compliance Consulting and Accounting.
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Dallas, TX

2200 Ross Ave, Suite 3850
Dallas, TX 75201
21 - 30

(972) 848-6600

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Riveron

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Dallas, TX

Services provided

20% Accounting

70% Business Consulting

10% ERP Consulting and SI

Business Consulting company Riveron was founded in 2006. The team specializes in Business Consulting and Accounting and is located in Dallas, Texas.
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QBOOKSHUB

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Garland, TX

Services provided

50% Accounting

30% Financial Advising & Planning

20% Business Consulting

QBOOKSHUB is a -based Accounting company. They focus on Accounting and Financial Advising & Planning.
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Pine and Company , CPA's

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Keller, TX

Services provided

75% Accounting

25% Business Consulting

Launched in 2014, Pine and Company , CPA's is an Accounting company. The agency provides Accounting and Business Consulting.
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Tax by Lonestar

Not yet reviewed

$50,000+

$100 - $149 / hr

2 - 9

Allen, TX

Services provided

30% Accounting

30% Account-Based Marketing

30% Finance & Accounting Outsourcing (FAO) +1 service

10% Financial Consulting

Tax by Lonestar is a small Account-Based Marketing company founded in 2025. Their services include Account-Based Marketing and Finance & Accounting Outsourcing (FAO).
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Swanson Reed | Specialist R&D Tax Advisors

5.0 18 reviews

$25,000+

< $25 / hr

10 - 49

Fort Worth, TX

Services provided

100% Accounting

Swanson Reed | Specialist R&D Tax Advisors is a consultancy firm specializing in R&D tax advisory services. They are highly regarded for their technical expertise, particularly in the medical technology sector, securing substantial tax credits that exceeded client expectations by 18%. Clients appreciate their exemplary project management and technical literacy, with positive feedback present in 100% of reviews.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for Swanson Reed | Specialist R&D Tax Advisors highlights their exemplary project management and deep technical expertise, particularly in the medical technology sector. A client noted that their thorough technical audit led to a tax credit exceeding expectations by 18%. The team’s efficient communication and understanding of engineering challenges were also praised. While an integrated digital platform for claim tracking was suggested for improvement, the overall sentiment remains highly positive.
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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Consulting & Audit for MedTech Company
5.0 — Swanson Reed | Specialist R&D Tax Advisors conducted a technical audit of a medtech company's R&D work. The team prepared technical narratives, calculated qualifying expenditures, and managed the Read more
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Industry Experience

Swanson Reed | Specialist R&D Tax Advisors has demonstrated strong expertise in the medical industry, particularly in remote patient monitoring and diagnostic software development. Clients commend their technical literacy and meticulous project management, leading to significantly higher R&D tax credits. The overall sentiment is positive, emphasizing their ability to navigate complex technical challenges effectively. Their strengths include detailed technical audits and clear communication, making them a valuable partner for healthcare technology companies seeking tax incentive support.
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Ablon and Company, PLLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

80% Accounting

20% Business Consulting

Accounting company Ablon and Company, PLLC is located in Dallas, Texas. They focus on Accounting and Business Consulting.
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Epstein & Co.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Rockwall, TX

Services provided

65% Accounting

20% Business Consulting

15% Finance & Accounting Outsourcing (FAO)

Epstein & Co. Is an Accounting company. Based in Rockwall, Texas, the team provides Accounting and Business Consulting.
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Barr Advanced Tax Solutions

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Southlake, TX

Services provided

25% Accounting

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Tax Law

Barr Advanced Tax Solutions, an Accounting company, is in Southlake, Texas. Their services include Accounting and Financial Advising & Planning.
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FAS Accounting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Frisco, TX

Services provided

25% Accounting

25% Financial Advising & Planning

25% Financial Consulting +1 service

25% Insurance Services & Brokers

Founded in 2025, FAS Accounting is an Accounting company. The firm focuses on Accounting and Financial Advising & Planning, and is small.
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Valor Mineral Management

5.0 1 review

$10,000+

$150 - $199 / hr

10 - 49

Fort Worth, TX

Services provided

50% Accounting

50% Business Consulting

Valor Mineral Management is a company specializing in oil and gas record management and digitization services. Reviewers unanimously praise their expertise in streamlining processes and improving business efficiency, with 100% positive feedback highlighting their excellent project management and record organization capabilities. Valor Mineral Management is recommended for businesses seeking efficient management of extensive mineral and lease records.

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Industry Experience

Valor Mineral Management has received positive feedback primarily from the Energy & Natural Resources sector. Clients highlight their expertise in digitizing historical records for oil and gas operations, resulting in increased efficiency and accurate data management. Their strengths lie in project management, accuracy in lease negotiations, and thoroughness in recordkeeping. Overall, the sentiment is highly favorable, making them a strong fit for clients needing solutions in the oil and gas industry.
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Energy & natural resources

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Valor Mineral Management's cost-effectiveness, particularly highlighting the significant value derived from their services. One client noted that the digitization of over 100 years of records has greatly improved operational efficiency and accuracy. Additionally, the project management was described as excellent, with no reported areas for improvement. Overall, clients feel that Valor delivers substantial value for the investment, particularly for those needing extensive recordkeeping.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Clients in Fort Worth commend Valor Mineral Management for their proficiency in digitizing century-old oil and gas data, improving record accuracy, and supporting lease negotiations. Their project management is highly rated, making them a trusted partner for streamlining mineral management processes.
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J Chester & Associates, Inc Dallas CPA Firm

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Accounting company J Chester & Associates, Inc Dallas CPA Firm is located in Dallas, Texas. The team offers Accounting and Business Consulting.
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Pulliam & Cable, PC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

100% Accounting

Pulliam & Cable, PC is an Accounting company. In Dallas, Texas, the company was established in 1998. Their services include Accounting.
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The Burns Firm Capital

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Accounting

30% Financial Advising & Planning

20% Commercial Financing +2 services

20% Funding & Investment

10% Business Consulting

Financial Advising & Planning company The Burns Firm Capital was established in 2018. The team specializes in Financial Advising & Planning and Commercial Financing and is located in Dallas, Texas.
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Simplii Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Melissa, TX

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

In Melissa, Texas, Simplii Inc. Is an Accounting company. The team offers Accounting and Business Consulting.
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Ranjeet Koirala CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Irving, TX

Services provided

100% Accounting

Ranjeet Koirala CPA is a small Irving, Texas-based Accounting company. Their services include Accounting.
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SG Inc CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

80% Accounting

20% Business Consulting

Accounting company SG Inc CPA is located in Dallas, Texas. The team offers Accounting and Business Consulting.
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ALICIA SANDERS CPA PC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

100% Accounting

Small Accounting company ALICIA SANDERS CPA PC, is headquartered in Dallas, Texas and DeSoto, Texas. Their services include Accounting.
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Perfectly Kept Books, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

100% Accounting

Perfectly Kept Books, LLC, a small Accounting company, is based in Dallas, Texas. Their services include Accounting.
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Dana McGuffin CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Southlake, TX

Services provided

80% Accounting

20% Business Consulting

Accounting company Dana McGuffin CPA focuses on Accounting and Business Consulting. They are in Southlake, Texas.
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Kral Ussery LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Southlake, TX

Services provided

75% Accounting

25% Business Valuation Services

Kral Ussery LLC is an Accounting company. Located in Southlake, Texas and Las Vegas, Nevada, their small team offers Accounting and Business Valuation Services. The agency was founded in 2017.
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Tricia Moore CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Flower Mound, TX

Services provided

100% Accounting

Tricia Moore CPA is an Accounting company. They are located in Flower Mound, Texas and have small team of experts. Their services include Accounting.
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SMD Consulting and Accounting, LLC

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Frisco, TX

Services provided

60% Accounting

40% Business Consulting

Accounting company SMD Consulting and Accounting, LLC was founded in 2006. The firm focuses on Accounting and Business Consulting, and is small.
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Fractional CFO Partners

Not yet reviewed

$1,000+

$100 - $149 / hr

Freelancer

McKinney, TX

Services provided

20% Accounting

20% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Fractional CFO Partners, a Finance & Accounting Outsourcing (FAO) company, is located in McKinney, Texas. They focus on Finance & Accounting Outsourcing (FAO) and Accounting.
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E4U Solutions LLC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

50% Accounting

25% Commercial Financing

25% Financial Advising & Planning

E4U Solutions LLC specializes in Tax Preparation, Financial Reporting, and monthly financial reviews for businesses across multiple jurisdictions. Reviews highlight their professionalism, effective communication, and alignment with client values, noting significant progress in documentation and tax filings. Clients appreciate their cost-effective services and consistent results, with no immediate areas for improvement identified.

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TrendHR

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Rockwall, TX

Services provided

50% Accounting

50% HR Consulting

TrendHR is an Accounting and HR Consulting company. They offer Accounting and HR Consulting and were founded in 1997. The firm is based in Rockwall, Texas.
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Chandler & Knowles CPAs

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Flower Mound, TX

Services provided

65% Accounting

15% Business Consulting

10% Digital Strategy +1 service

10% Finance & Accounting Outsourcing (FAO)

Chandler & Knowles CPAs is an Accounting company. They provide Accounting and Business Consulting and were launched in 1996.
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R. Jeffrey Whittaker CPA

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Flower Mound, TX

Services provided

100% Accounting

Accounting company R. Jeffrey Whittaker CPA is in Flower Mound, Texas. The team focuses on Accounting.
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