Top Accountants and Accounting Firms
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Featured
What are Featured Providers?
$1,000+$100 - $149 / hr50 - 249New York, NYServices provided
See all 31 projects1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
See all 28 projectsGeorge Dimov, CPA is an accounting firm specializing in services including bookkeeping, tax preparation, audit services, financial reporting, and business auditing. The reviews indicate a strong reputation for professionalism, responsiveness, and tailored solutions, with 100% of feedback being positive. Clients frequently praise the firm's attention to detail and ability to exceed expectations, with notable mentions of efficient tax filing and proactive financial advisory.
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
See all 10 projectsCoCountant is an accounting services company offering expertise in financial reporting, bookkeeping, and tax filing, with a strong focus on providing tailored solutions. The reviews reflect a 100% positive sentiment, praising CoCountant’s responsiveness, reliability, and controller-level oversight. Approximately 50% of the reviews highlighted their ability to streamline processes and improve financial visibility through accurate, audit-ready reporting.
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$1,000+$25 - $49 / hr10 - 49Great Missenden, England
Services provided
CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Cleveland, OH
Services provided
Founded in 1946, Barnes Wendling CPAs is an Accounting company. Their team provides Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
See all 18 projectsindinero is an accounting services firm offering bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.
$1,000+Undisclosed1,000 - 9,999Irving, TXServices provided
See all 10 projectsPacific Accounting & Business Services specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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Undisclosed< $25 / hr50 - 249Kolkata, India
Services provided
See all 7 projectsMyTasker is a virtual assistance and administrative support company that offers a range of services including market research, administrative support, and SEO services. Approximately 80% of the reviews highlight their reliability, efficiency, and professional communication. Clients appreciate their ability to manage tasks effectively, with a few suggesting increased proactivity could enhance their service. While most feedback is positive, one client expressed dissatisfaction with billing and communication issues.
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$1,000+$50 - $99 / hr10 - 49دبي, United Arab Emirates
Services provided
Push Digits is an Accounting company. Established in 2014, the agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr10 - 49Rajkot, India
Services provided
NAMRA NIMISH & CO. LLP (NNCL) is a small Accounting company established in 2018. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Muskego, WI
Services provided
See all 1 projectsBrew City Accounting and Tax is an accounting firm specializing in tax preparation and accounting services. However, based on the available review, their customer service is notably poor, with the reviewer reporting no responses despite multiple contacts and expressing dissatisfaction with their communication and workflow. This singular feedback suggests significant room for improvement in client relations and service delivery.
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UndisclosedUndisclosed250 - 999Coventry, England
Services provided
Corient Business Solution is an Accounting company. The Coventry, England-based firm specializes in Accounting.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Londonderry, NHServices provided
See all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
$1,000+< $25 / hr50 - 249Ho Chi Minh City, VietnamServices provided
See all 5 projectsInnovature Consulting Company Limited offers services in bookkeeping, tax preparation, financial planning, and outbound calling. Reviews highlight their responsiveness, adaptability, and effective communication. Clients appreciate their ability to manage accounting tasks and meet deadlines, noting a good cultural fit and budget-friendly pricing.
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$5,000+$100 - $149 / hr10 - 49Dar-el-Beida, Morocco
Services provided
See all 1 projectsUpsilon Consulting SARL specializes in legal and tax due diligence, offering services such as bookkeeping, financial reporting, and tax preparation. The reviews highlight the firm's experienced and dynamic team, flexible cost structure, and impressive expertise in legal and tax matters, providing detailed, high-quality reports that significantly aid in investment evaluations.
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$1,000+< $25 / hr10 - 49Truckee, CA
Services provided
See all 3 projectsTeamswell is a staffing and recruitment company known for providing high-quality development and talent acquisition solutions. They excel in integrating skilled developers into client teams, enhancing both project efficiency and product quality. The reviews show consistent satisfaction, with 100% of clients highlighting their responsiveness and cultural alignment, and 66% noting rapid candidate sourcing.
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$5,000+< $25 / hr10 - 49Addis Ababa, Ethiopia
Services provided
See all 1 projectsZare Innovations, LLC is a talent acquisition company specializing in providing pre-screened and skilled developers for SMBs. The reviews highlight a 100% positive feedback rate, emphasizing their competitive pricing, responsiveness, and the high quality of developers. Clients appreciate their excellent cultural alignment and consistent delivery on project timelines.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
Services provided
Darcy Bookkeeping & Business Services, a small Accounting company, is located in Brisbane City, Australia and Perth, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bristol, England
Services provided
See all 2 projectsReed & Co Accountants Limited offers services including annual accounts preparation, VAT, personal tax returns, and compliance management. Reviews consistently highlight their professionalism, use of top-tier software, and efficient, stress-free processes. Clients particularly commend the director, Paul Reed, for his detailed attention and helpful communication, making financial management straightforward and timely.
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$5,000+Undisclosed50 - 249Singapore, Singapore
Services provided
Healy Consultants Group, an Accounting company, was launched in 2003. The midsize team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Zagreb, Croatia
Services provided
Astra Poslovni Inženjering is an Accounting company. They are located in Zagreb, Croatia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Phoenix, AZ
Services provided
See all 1 projectsLabor Max Staffing is a recruitment agency known for efficiently sourcing qualified candidates in the commercial property sector. Feedback highlights their effective project management and successful candidate placements, with 100% of reviewers mentioning satisfaction with their candidate's fit. However, some note their pricing could be more competitive.
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$5,000+$100 - $149 / hr50 - 249San Diego, CA
Services provided
Midsize Accounting company Signature Analytics, is based in San Diego, California and Irvine, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bloomington, MN
Services provided
Boyum Barenscheer is a Bloomington, Minnesota-based Accounting company. Founded in 1975, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+< $25 / hr1,000 - 9,999
Services provided
Large Accounting company QXAS Ltd, is based in Skipton North Yorkshire, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Braddon, Australia
Services provided
Founded in 2009, Tailored Accounts is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Dimas, CA
Services provided
See all 1 projectsJAAG Financial Services is an accounting firm offering comprehensive services such as accounting, financial planning, and tax preparation. Clients report high satisfaction, praising their detail-oriented approach and excellent customer service. With an ongoing client relationship since 2011, JAAG Financial Services provides detailed financial analysis and advice, contributing significantly to business financial strategy and planning.
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UndisclosedUndisclosed10 - 49Baltimore, MD
Services provided
See all 1 projectsPL Consulting is an accounting services provider specializing in bookkeeping, tax preparation, payroll, and financial reporting. Reviews highlight their ability to assist with building business plans and financial projections, with 100% of reviewers noting their excellent communication and fair pricing. Their dedication to client needs and ability to go the extra mile are consistently praised.
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
Services provided
See all 1 projectsKKAJ, LLP is a CPA firm providing comprehensive accounting services, including tax preparation and financial planning. Praised for their professionalism and effective project management, they have successfully reduced accounting errors and eliminated audits. However, 20% of reviewers suggest enhanced communication for strategic alignment, while 80% highlight their cost-saving capabilities.
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Undisclosed$50 - $99 / hr50 - 249Newton, MA
Services provided
BooksTime is a midsize Accounting company located in Newton, Massachusetts. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Crystal Lake, IL
Services provided
See all 1 projectsGRA, PC (George Roach & Associates) is an accounting services firm specializing in audit services, financial statement preparation, and financial advisory. With a focus on affordability, they are praised for their efficiency, timeliness, and excellent project management. Notably, 100% of reviewers appreciate their straightforward approach and competitive pricing.
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UndisclosedUndisclosed10 - 49Canton, OH
Services provided
Hall, Kistler & Company LLP is an Accounting company. Their small team is headquartered in Canton, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
Services provided
The Tunstall Organization, Inc. Is an Accounting company. The Charlotte, North Carolina-based team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
See all 2 projectsKBA Accounting and Bookkeeping Services LLC offers comprehensive accounting, bookkeeping, tax preparation, and VAT consultancy services. The reviews highlight their professionalism, accuracy, and strong customer service, particularly noting their expertise as FTA-certified tax agents. Clients appreciate their diligence, flexibility, and effective communication, making KBA a highly recommended partner for financial reporting and compliance.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Rood & Associates, LLP is an Accounting company. The team is headquartered in Sacramento, California, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Bristol, England
Services provided
Headquartered in Bristol, England, Evans & Partners Chartered Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
Launched in 1994, Parm Advisory is an Accounting company. In London, England, the team offers Accounting.
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$1,000+< $25 / hr50 - 249Rutherford, NJ
Services provided
See all 1 projectsRemote Resource LLC is a digital marketing agency focusing on enhancing online presence and brand awareness through targeted social media campaigns. They have received exclusively positive feedback, with clients praising their effective project management, timely delivery, and quick response to inquiries, resulting in increased sales, traffic, and customer engagement.
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UndisclosedUndisclosed2 - 9In-Naxxar, Malta
Services provided
See all 1 projectsMiTo Consultancy is an accounting services firm specializing in comprehensive financial management, including bookkeeping, tax filing, and financial statement preparation. Reviewers consistently praise their precision and timely delivery, with 100% of feedback highlighting their ability to significantly reduce administrative burden, enabling clients to focus on core business activities.
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$1,000+$100 - $149 / hr10 - 49Glasgow, Scotland
Services provided
Consilium Chartered Accountants is an Accounting company headquartered in Glasgow, Scotland. Founded in 2013, the team offers Accounting.
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UndisclosedUndisclosed50 - 249
Services provided
See all 1 projectsThe Wow Company is an accounting services firm offering comprehensive solutions, including tax preparation, bookkeeping, and financial advisory. With 100% positive feedback, clients commend their deep understanding of agency operations and flexible problem-solving. Despite minor reactivity concerns, clients appreciate their personalized service and effective support during challenging periods such as the pandemic.
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$1,000+$100 - $149 / hr10 - 49Atlanta, GA
Services provided
Fusion CPA is an Accounting company launched in 2011. The team provides Accounting and Financial Advising & Planning.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Services provided
Based in Los Angeles, California and Torrance, California, Gursey Schneider is a midsize Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Aglantzia, Cyprus
Services provided
See all 2 projectsAMS & Partners is a strategy consulting firm specializing in business development. The company is praised for its personal approach and effectiveness, with a 10% increase in clientele reported by a reviewer. All reviewers highlighted the team's promptness and hands-on management, with 100% expressing satisfaction and no suggested areas for improvement.
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$1,000+< $25 / hr250 - 999
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Outbooks Australia, an Accounting company, is based in Southport, Australia. They provide Accounting and were established in 2011.
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$1,000+$100 - $149 / hr10 - 49Lewes, DE
Services provided
Launched in 2019, Host Docket is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Peterborough, Canada
Services provided
Gauvreau Accounting Tax Law Advisory is an Accounting company. The Peterborough, Canada-based agency was founded in 2008. Their services include Accounting and Business Consulting.
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$5,000+$150 - $199 / hr50 - 249
Services provided
Founded in 1982, PNATC - QuickBooks Consulting and Zoho Consultants is an Accounting company. The team offers Accounting and is located in New York, New York and Stamford, Connecticut.
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Undisclosed$100 - $149 / hr2 - 9
Services provided
See all 1 projectsW. Gomez CPA, LLC is a dedicated provider of accounting services, including bookkeeping, tax preparation, and CPA services. The firm is lauded for its availability, effective communication, and personalized service, with 100% of reviewers highlighting the firm's timely responses and financial guidance. Clients appreciate the firm's willingness to tackle complex financial challenges with diligence and confidence.
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$1,000+$150 - $199 / hr2 - 9Kelowna, Canada
Services provided
Founded in 2016, Creekside Accounting Ltd. Is an Accounting company. The team specializes in Accounting.
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$1,000+$25 - $49 / hr10 - 49Irvine, CA
Services provided
Launched in 2009, Irvine Bookkeeping is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kigali, Rwanda
Services provided
See all 1 projectsAplexion is a financial advisory firm specializing in services such as financial advisory, investment strategy, and risk assessment. The company is highly praised for its timely delivery and budget-friendly solutions, with 100% of the feedback highlighting their understanding of regional business dynamics and successful project outcomes.
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UndisclosedUndisclosed10 - 49Wilton Manors, FL
Services provided
RMS Accounting is an Accounting company. Located in Wilton Manors, Florida, the agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49Pyrmont, Australia
Services provided
Bacchus Advisory is an Accounting company. They were established in 2004 and focus on Accounting.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
Services provided
Accounting company Wilke CPAs & Advisors, LLP is in Pittsburgh, Pennsylvania. Established in 1998, the team focuses on Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9
Services provided
Based in Kherli Nuh, India and Pune, India, Agarwal Gupta & Associates is an Accounting company. Launched in 2022, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49West Drayton, England
Services provided
Located in West Drayton, England, Passman Leonard is an Accounting company. They offer Accounting and were established in 2010.
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List of the Best Accounting Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
31.6/40.016.4/20 Reviews9.3/10 Clients & Experience5.9/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.4/40.016.6/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.4/40.017.8/20 Reviews6.6/10 Clients & Experience7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Wrocław, Poland
Ability to deliver
31.1/40.017/20 Reviews6.8/10 Clients & Experience7.3/10 Market PresenceService focus
70% Accounting30% Other -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$150 - $199 / hr2 - 9Toronto, Canada
Ability to deliver
30.6/40.016.2/20 Reviews6.3/10 Clients & Experience8.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Toronto, Canada
Ability to deliver
30.6/40.016.6/20 Reviews9.3/10 Clients & Experience4.7/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
Undisclosed$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Wrocław, Poland
Ability to deliver
28.7/40.016.4/20 Reviews6.2/10 Clients & Experience6.1/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Ability to deliver
28.4/40.015.2/20 Reviews7.7/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Harrow, HA1 1PD, England
Ability to deliver
28.2/40.016.2/20 Reviews6/10 Clients & Experience6/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28.1/40.013.8/20 Reviews5.7/10 Clients & Experience8.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Vilnius, Lithuania
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
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Top Accountants and Accounting Firms
An accounting firm manages and analyzes a business’s financial activities. Core responsibilities include bookkeeping, preparing financial statements, filing taxes, and advising on cash flow and compliance. Many firms also offer strategic insights such as budgeting, forecasting, and risk management to help leadership make informed decisions. In short, accountants translate numbers into actionable business intelligence.
Typical offerings include:
- Bookkeeping & general ledger maintenance
- Payroll processing and payroll tax filings
- Tax preparation, planning, and advisory
- Audit and assurance (internal or external)
- Financial reporting under GAAP or IFRS
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CFO or controller outsourcing
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Specialized niches—estate planning, fiduciary accounting, or ERP system implementation Firms often bundle these services into customizable packages, letting you scale support as your organization grows.
Pricing depends on location, complexity, and scope:
- Basic monthly bookkeeping: $500–$2,000
- Full-service accounting (bookkeeping + payroll + tax): $2,000–$10,000 per month
- Annual audit for SMBs: $10,000–$50,000
- Hourly consulting: $100–$300+
Rates rise for Big Four–level audits, multi-entity consolidations, or highly regulated industries. Always request detailed proposals outlining deliverables, hourly rates, and any one-time fees.
Start by defining your must-have services and budget. Then:
- Check Clutch reviews for verified client experiences.
- Evaluate industry expertise—manufacturing, SaaS, nonprofit, etc.
- Confirm certifications (CPA, ACCA) and regulatory compliance.
- Assess communication style and tech stack (cloud platforms, automation tools).
- Request sample reports to gauge clarity and depth.
Shortlist two or three firms and schedule discovery calls before making a final decision.
- Lack of transparency about pricing or engagement scope
- Guarantees of “huge tax refunds” without context
- No proof of professional liability insurance
- Outdated software or resistance to cloud-based tools
- Slow or unclear communication during the proposal stage
If any of these arise, keep looking.
- Which industries do you specialize in?
- Who will be my day-to-day contact, and what are their qualifications?
- How do you ensure data security and confidentiality?
- What software platforms do you use, and can you integrate with our systems?
- How do you measure success and report on KPIs?
- Can you provide references for similar engagements?
Well-prepared answers indicate a firm’s readiness to support your business.
Outsourcing gives you on-demand access to a multidisciplinary team such as tax specialists, auditors, and CFO-level advisors, often at a lower cost than maintaining full-time staff. You also gain independent oversight, reduced fraud risk, and scalable expertise as your company expands.
Bookkeepers focus on daily transaction recording and basic reconciliations. Certified Public Accountant (CPA) firms can perform audits, represent you before tax authorities, and provide higher-level advisory services. Growing businesses often start with bookkeeping, then engage a CPA firm for complex compliance and strategic guidance.