Top Accountants and Accounting Firms
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249New York, NYServices provided
See all 31 projects1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
See all 37 projectsGeorge Dimov, CPA is a distinguished accounting services firm specializing in tax preparation, bookkeeping, financial reporting, and business auditing. With a high client satisfaction rate, approximately 90% of reviews highlight their problem-solving capabilities, responsiveness, and thorough approach. Clients commend their cost-effective services and ability to meet deadlines, although some note room for improvement in communication efficiency.
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
See all 20 projectsIndinero is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and fractional CFO services. Reviews indicate high satisfaction, emphasizing their responsiveness, professionalism, and ability to simplify complex financial tasks. A significant 100% of reviewers praise their project management skills, communication, and the tangible financial insights provided, with no notable areas for improvement identified.
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UndisclosedUndisclosed250 - 999Phoenix, AZ
Services provided
See all 1 projectsLabor Max Staffing is a recruitment and staffing agency, specializing in candidate sourcing, recruitment, interviewing, and payroll management. Reviews indicate a successful track record, with 100% positive feedback on candidate fit and project management efficiency. However, 100% of reviewers suggest negotiating fees, as pricing was noted to be higher than competitors.
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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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Featured
What are Featured Providers?
$1,000+$200 - $300 / hr10 - 49Services provided
See all 3 projectsWatter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded by the
Read more$1,000+$150 - $199 / hr10 - 49Ottawa, CanadaServices provided
See all 10 projectsZenbooks is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Across their reviews, 100% of clients praise their responsiveness and knowledge in managing financial tasks, and many highlight their excellent project management and alignment with clients' needs. Clients also appreciate Zenbooks' timeliness, professionalism, and value for cost.
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
See all 2 projectsWasserman Accounting CPA is an accounting services firm offering comprehensive solutions such as bookkeeping, financial reporting, tax preparation, and financial advisory. The reviews highlight their consistent, reliable service delivery and clear communication, with 100% of reviewers emphasizing timely compliance with statutory deadlines and effective project management. Clients appreciate their focus on providing actionable financial insights and proactive tax planning.
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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
QX Accounting Services is an Accounting company. They are located in Skipton North Yorkshire, England and have large team of experts. 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 a company specializing in accounting services, financial planning, and tax preparation. Their clients commend them for their attention to detail and excellent customer service, with 100% of the feedback being positive. They provide monthly and quarterly financial reports and analyses, although some clients suggest a more aggressive long-term planning approach.
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UndisclosedUndisclosed10 - 49Baltimore, MD
Services provided
See all 1 projectsPL Consulting is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The company's reviews highlight their effective communication, fair pricing, and capability to exceed client expectations. Impressively, 100% of the feedback is positive, underscoring their role as a reliable partner in financial matters. Clients appreciate their proactive approach and the willingness to go the extra mile.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Services provided
See all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
UndisclosedUndisclosed10 - 49Services provided
See all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
See all 22 projectsAppletree Business Services is a professional accounting firm offering a wide range of services including bookkeeping, tax preparation, and financial advisory. The company is highly praised for its responsiveness, expertise, and alignment with client values, with over 90% of reviews highlighting their effective project management and ability to meet client needs. Their team is noted for delivering timely, accurate financial solutions and maintaining high levels of client satisfaction.
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
Services provided
See all 1 projectsKKAJ, LLP is a reputable CPA firm specializing in tax preparation, financial planning, and accounting services. Their professionalism and membership in The Big Six underscore their expertise, while their services reportedly minimize audit risks and accounting errors. However, 20% of reviewers suggest improved communication for strategic alignment, indicating high satisfaction despite minor critiques.
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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 Business Auditing, Financial Statement Preparation, and Financial Advisory. According to client reviews, they are praised for their efficiency, timely project management, and competitive pricing. With 100% positive feedback, clients highlight their straightforward processes and effective communication, demonstrating their expertise in managing annual audits and financial consulting.
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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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$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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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
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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 that handles comprehensive financial tasks, including Bookkeeping and Tax Preparation, for businesses. Review feedback is overwhelmingly positive, highlighting their precision and time management skills. All reviewers noted a significant reduction in paperwork, with 100% expressing full satisfaction and trust in their services, citing no areas for improvement.
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$1,000+$100 - $149 / hr10 - 49Glasgow, Scotland
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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 a distinguished accounting services firm recognized for its expertise in tax preparation, bookkeeping, and financial advisory. With a 100% positive review rate, clients appreciate their bespoke solutions and flexible approach. Praise for their strong industry knowledge and effective management through tools and a support desk is consistent across reviews.
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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
Services provided
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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$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+$100 - $149 / hr2 - 9Sofia, Bulgaria
Services provided
See all 3 projectsPlan Bulgaria is a consulting firm offering services such as law and tax consulting, contract management, and business networking. Across the reviews, 100% of clients commend their responsiveness, innovation, and effective project management. Additionally, both reviews highlight their excellent alignment with client needs and their impressive initiative, with no areas for improvement mentioned.
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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 company that specializes in investment and business development strategies. They offer services such as financial advisory and risk assessment. Reviews indicate that 100% of clients found their financial advice effective, with notable praise for timely delivery and a strong understanding of regional business dynamics.
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UndisclosedUndisclosed10 - 49Wilton Manors, FL
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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
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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
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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
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Located in West Drayton, England, Passman Leonard is an Accounting company. They offer Accounting and were established in 2010.
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UndisclosedUndisclosed2 - 9Manchester, England
Services provided
Taxwise Accounting is an Accounting company. Their team is based in Manchester, England and provides Accounting.
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$1,000+$100 - $149 / hr50 - 249Los Angeles, CA
Services provided
Green Hasson Janks, an Accounting company, was launched in 1953. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Camberwell, Australia
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Located in Camberwell, Australia and Camberwell, Australia, Alexander Spencer is a midsize Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Peterborough, Canada
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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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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
AgileCPA Professional Corporation is an Accounting company. The firm is in Toronto, Canada. Their team specializes in Accounting.
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Undisclosed$50 - $99 / hr10 - 49Vilnius, Lithuania
Services provided
1stopVAT is a small Accounting company. Established in 2020, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249
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Fincent is a Fremont, California-based Accounting company. Launched in 2020, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Utrecht, Netherlands
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Expatax B.V. - the Netherlands, an Accounting company, was established in 2001. The team specializes in Accounting and Tax Law and is based in Utrecht, Netherlands.
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UndisclosedUndisclosed50 - 249Kelso, Scotland
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Douglas Home & Co is an Accounting company. Launched in 1983, the team offers Accounting. The firm is headquartered in Kelso, Scotland and Edinburgh, Scotland.
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UndisclosedUndisclosed2 - 9Visalia, CA
Services provided
See all 1 projectsANJA, Inc. is an accounting services firm specializing in tax preparation and financial reporting. Despite their professionalism and generally positive interactions, the reviews highlight recurring issues with errors in tax filings, such as incorrect social security numbers and missing tax exemption codes, with 100% of reviewers mentioning these errors. Clients appreciate their amicable nature, but emphasize the need for improved accuracy and accountability in their services.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsCapital Auditores is an auditing firm specializing in business auditing and financial statement preparation. While they have a long-term engagement with clients, feedback indicates mixed reviews, with some challenges in understanding client businesses initially and a significant accounting mistake in 2020. The majority (around 70%) of feedback lacks mention of standout performance or impressive features.
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$250,000+< $25 / hr250 - 999Miami, FL
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Founded in 1999, IBN Bookkeeping Services is an Accounting company. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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$1,000+$100 - $149 / hr250 - 999Los Angeles, CA
Services provided
SingerLewak is a Los Angeles, California-based Accounting company. They specialize in Accounting.
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List of the Best Accounting Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31/40.016.2/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$150 - $199 / hr2 - 9Toronto, Canada
Ability to deliver
30.6/40.016.2/20 Reviews6.3/10 Clients & Experience8.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9
Ability to deliver
30.4/40.016.4/20 Reviews9.3/10 Clients & Experience4.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Wrocław, Poland
Ability to deliver
30.3/40.016.2/20 Reviews6.8/10 Clients & Experience7.3/10 Market PresenceService focus
70% Accounting30% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Wrocław, Poland
Ability to deliver
28.5/40.016.2/20 Reviews6.2/10 Clients & Experience6.1/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
Ability to deliver
28.4/40.015.2/20 Reviews7.7/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Harrow, HA1 1PD, England
Ability to deliver
28.2/40.016.2/20 Reviews6/10 Clients & Experience6/10 Market PresenceService focus
90% Accounting10% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
31.6/40.016.4/20 Reviews9.3/10 Clients & Experience5.9/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
27.8/40.013.4/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other
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.