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Top Accounting Firms in Plano

Ratings Updated: May 26, 2026

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Featured

What are Featured Providers?

Hiline

5.0 3 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

Serves Plano, TX

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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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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2 of 2 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting for Code Scanning Company
5.0 — Hiline provided tax compliance services for a code scanning company. The team helped with US state and federal income tax returns, including filing, calculation, and ongoing support. Read more
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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

$1,000+

$100 - $149 / hr

50 - 249

Serves Plano, TX

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 Unique expertise
Clients have expressed high satisfaction with 1-800Accountant's unique expertise in tax management and accounting services. One client noted their impressive knowledge and responsiveness, highlighting effective communication and cost-effective solutions tailored to specific business needs. The firm’s entrepreneurial background also instilled confidence in their capabilities. Overall, the feedback reflects a strong sentiment favoring their specialized skills and commitment to client support.

Tax Management & Consultancy for Medical Dosimetry Provider

5.0 Jan 12, 2022

We’re very impressed with their expertise and knowledge of tax management.
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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 Plano, TX

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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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, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client noted significant tax savings due to strategic advice, while another highlighted the team's thorough audit process that provided actionable insights. Overall, the sentiment is highly positive, with clients appreciating timely delivery and problem-solving capabilities, though some mentioned minor communication delays. The firm is recognized as a reliable partner for tax and audit services.
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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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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (6) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.
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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 Plano, TX

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 Open to feedback
Clients express high satisfaction with Indinero's responsiveness to feedback, highlighting their effective communication and quality service. One client noted, 'They are great at communicating, very responsive to feedback, and everything they do is very high quality.' Overall, the sentiment indicates that Indinero is open to client input, fostering a collaborative environment, although there is a suggestion for improvement regarding the development of a mobile application.

Accounting & Bookkeeping for Software Company

5.0 Jan 7, 2025

We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
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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
Recent reviews of indinero highlight their exceptional responsiveness, effective project management, and ability to simplify complex financial matters. Clients from diverse sectors, such as financial services and marketing, noted significant improvements in financial organization and cash flow management. One client praised their communication and support, stating the partnership felt genuinely collaborative. Overall, sentiment is overwhelmingly positive, with no major areas for improvement identified, underscoring indinero's value as a financial partner.
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Industry Experience

Indinero has demonstrated strong expertise across several industries, notably Advertising & Marketing, Medical, and Financial Services. Clients commend their responsiveness, effective communication, and capability to streamline accounting processes, leading to improved financial clarity and compliance. In the Advertising & Marketing sector, they excelled in setting up efficient accounting systems. In Medical and Financial Services, their support in budgeting and strategic planning was particularly valued, establishing Indinero as a reliable partner for companies seeking comprehensive accounting solutions.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial services

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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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XTGlobal

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Plano, TX

Services provided

10% Accounting

30% Application Testing

30% Cloud Consulting & SI +1 service

30% IT Managed Services

XTGlobal is a cloud consulting & SI company established in 1998. Based in Plano, Texas and Nanakaramguda, India, the team provides cloud consulting & SI and IT managed services.
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Windsor HR Services, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Frisco, TX

Services provided

50% Accounting

17% HR Consulting

17% PEO/Employee Leasing +1 service

16% HR Outsourcing

Windsor HR Services, Inc. Is an Accounting company founded in 1999. The company specializes in Accounting and HR Consulting.
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Featured

What are Featured Providers?
Appletree Business Services

4.9 22 reviews
Premier Verified

$1,000+

Undisclosed

10 - 49

Serves Plano, TX

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 Helpful
The sentiment regarding Appletree Business Services is overwhelmingly positive, with clients highlighting their helpfulness and professionalism. Notable feedback includes a client's appreciation for Diane's proactive attitude and expertise during a complex bookkeeping transition, and another client's praise for Wendy and Abigail's ability to simplify tax processes, saving them money. Clients consistently noted the team's responsiveness and dedication to their success, emphasizing a personal touch that differentiates Appletree from other firms.

Acccounting Services for Industrial Machinery Manufacturer

5.0 Nov 6, 2023

The team is always very fast to respond to requests. We are navigating a complex business that has been around for almost 30 years. There have been a lot of questions and a lot of things to set up with the new Quickbooks system as well as making sure all tax items are paid on time, and the team has been very helpful with all of that.
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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 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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Accounting Services for Residential Remodeling Company

5.0 Jan 25, 2023

Appletree Business Services saves us a lot of time in bookkeeping; they’re a huge help. Before them, I spent 12 hours a week doing paperwork and taxes. We have a biweekly Zoom meeting to review our numbers and what’s coming up. They have a proprietary virtual platform where we can log in and upload or receive files. Moreover, they plan in advance and help us set our goals.
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Accounting Services for Electrical Services Company

5.0 Jul 25, 2025

The team at Appletree encountered unexpected hurdles with our company and finances, but they tackled it head on and helped ensure that we were set up for success. Diane was especially knowledgeable and extremely professional and helpful. She responded with a positive and proactive attitude, and I've learned a lot working with her. They provide a very professional, yet very practical approach to their services. They are also very direct with their input and recommendations, which is extremely helpful.
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14 of 16 Accounting reviews are 5 stars

3 new reviews for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Flooring Company
4.5 — Appletree Business Services provides accounting services for a flooring company. The team is responsible for maintaining accurate monthly financials, reconciling monetary transactions, and managing Read more
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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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$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accounting

Business Owners Package
We bundle bookkeeping and tax into an easy monthly subscription. We can also include payroll if needed. This saves you time and money only dealing with one firm, and we can be more proactive with tax strategy throughout the year. Fees range from $650/mo - $3000/mo depending on the size and complexity.
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DPLOYIT, Inc

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Addison, TX

Services provided

50% Accounting

25% Recruiting

25% Staffing

In Addison, Texas, DPLOYIT, Inc is an Accounting company. Their services include Accounting and Staffing.
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Garcia CPA, PC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Plano, TX

Services provided

50% Accounting

25% Business Consulting

25% Financial Consulting

Based in Plano, Texas, Garcia CPA, PC is an Accounting company. The team offers Accounting and Business Consulting.
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Finclore

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Allen, TX

Services provided

30% Accounting

35% Tax Law

25% Commercial Financing +1 service

10% Fractional CFO Services

Finclore is a Tax Law company. Launched in 2025, the team specializes in Tax Law and Accounting.
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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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3gistix

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Accounting

20% CRM Consulting and SI

20% Customer Service Outsourcing +2 services

20% E-Commerce Development

20% IT Managed Services

Founded in 2009, 3gistix, a small CRM consulting and SI company, is based in Dallas, Texas. Their team focuses on CRM consulting and SI and IT managed services.
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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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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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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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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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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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StubCreator

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Denton, TX

Services provided

100% Accounting

Founded in 2016, StubCreator is an Accounting company. Headquartered in Denton, Texas, the team offers Accounting.
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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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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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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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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 Helpful
Clients express high satisfaction with Gnesist LLC, highlighting their responsiveness and tailored services. One client noted that Gnesist took a significant workload off their shoulders, allowing them to focus on other business areas. The founder's proactive communication and support were particularly praised, with clients appreciating updates and timely responses. Overall, the sentiment is overwhelmingly positive, with clients feeling reassured and well-supported in their accounting needs.

Accounting & Business Consulting for Women Empowerment Co

5.0 Jul 2, 2024

The founder has been very helpful and, overall, amazing. Whatever updates she makes, she always keeps me informed and lets me know what's going on, so I'm never in the blind. Moreover, she's always open to answering questions. If there's something she can't answer immediately, she finds an answer in less than 24 hours and brings it to me.
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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 Plano-based reviews are 5 stars

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

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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Alexander CPA PLLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

25% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Financial Advising & Planning +2 services

15% Financial Consulting

10% Business Consulting

Alexander CPA PLLC is a Dallas, Texas-based Finance & Accounting Outsourcing (FAO) company. Established in 2015, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Stratford Land (also known as The Stratford Company)

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

25% Accounting

25% Commercial Development

25% Commercial Property Management +1 service

25% Market Research

Launched in 1998, Stratford Land (also known as The Stratford Company) is a Market Research company. Located in Dallas, Texas, the team offers Market Research and Commercial Property Management.
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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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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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Accountant Ally

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Dallas, TX

Services provided

100% Accounting

Accounting company Accountant Ally is located in Dallas, Texas. Their services include Accounting.
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Jean Boenker Hood CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lewisville, TX

Services provided

100% Accounting

Jean Boenker Hood CPA is an Accounting company. The Lewisville, Texas-based company was launched in 2015. Their services include Accounting.
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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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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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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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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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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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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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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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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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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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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently noted that Swanson Reed offers exceptional value for money, with one CTO highlighting that their pricing fit within budget while delivering good value. The successful claim of 18% more in R&D offsets than anticipated further underscores their effectiveness in maximizing financial returns. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, demonstrating a strong alignment between pricing and the value provided.
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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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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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Eminent Business Advisors LLC

Not yet reviewed

Undisclosed

< $25 / hr

2 - 9

Prosper, TX

Services provided

50% Accounting

25% Business Consulting

25% Finance & Accounting Outsourcing (FAO)

Eminent Business Advisors LLC is an Accounting company established in 2024. Based in Prosper, Texas, the team specializes in Accounting and Business Consulting.
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bshaccounting

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

Dallas, TX

Services provided

35% Accounting

35% Business Consulting

30% Finance & Accounting Outsourcing (FAO)

Business Consulting company bshaccounting is in Dallas, Texas. Established in 2000, the team specializes in Business Consulting and Accounting.
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Estrella Group LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

20% Accounting

20% Cybersecurity

20% Graphic Design +2 services

20% Logistics & Supply Chain Consulting

20% Web Development

Accounting company Estrella Group LLC is headquartered in Dallas, Texas. The team specializes in Accounting and Graphic Design.
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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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Aspen HR

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

25% Accounting

25% HR Consulting

25% HR Outsourcing +1 service

25% PEO/Employee Leasing

Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
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Dallas, TX

200 Crescent Court
Dallas, TX 75201
2 - 5

(972) 362-1842

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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 comprehensive record digitization and mineral management services. They deliver precise data verification, lease analysis, and operational streamlining, with reviewers emphasizing their smart, reliable approach and excellent project execution.
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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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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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