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 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.
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
See all 12 projectsCoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.
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UndisclosedUndisclosed2 - 9Lake Oswego, OR
Services provided
Established in 2020, Asset Preservation Wealth & Tax, Financial Advisors is an Accounting and Financial Advising & Planning company. The team focuses on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Gordon, Australia
Services provided
ORANGEIQ is an Accounting company established in 2020. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Gordon, Australia.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
See all 20 projectsIndinero 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.
$1,000+$200 - $300 / hr10 - 49Services provided
See all 3 projects<p>Watter 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
Read more$1,000+$150 - $199 / hr10 - 49Ottawa, CanadaServices provided
See all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
Services provided
Five Star Merchant Advocates is an Accounting company. The small Las Vegas, Nevada-based team focuses on Accounting and Business Consulting. The company was established in 2023.
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Undisclosed< $25 / hr250 - 999
Services provided
See all 1 projectsAccounting To Taxes offers bookkeeping, tax preparation, and financial reporting services. Reviews highlight their timely delivery, accuracy, and seamless communication, particularly emphasizing their efficiency during tax season and error-free reporting. Clients, including CPAs, commend their professional handling of accounting back-office tasks, attributing improvements in process management and overall efficiency to their services.
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$5,000+$100 - $149 / hr2 - 9
Services provided
See all 1 projectsOptimizator Financial LLC specializes in financial modeling, budgeting, and accounting, offering services such as financial projections, inventory forecasting, and streamlined accounting systems. The reviews highlight Val's exceptional expertise in finance and operations, meticulous attention to detail, and effective communication, which have significantly supported clients in decision-making and achieving financial clarity. Clients appreciate Optimizator's unique, comprehensive approach and adherence to timeframes.
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$1,000+Undisclosed50 - 249
Services provided
Fast Cloud Global, a Finance & Accounting Outsourcing (FAO) company, is in Sheridan, Wyoming. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$100,000+$300+ / hr2 - 9Dubai, United Arab Emirates
Services provided
See all 1 projectsB4B Business Consultancy provides comprehensive accounting services, including bookkeeping and financial reporting, tailored to client needs. The overall feedback highlights their effective project management, timely delivery, and budget-friendly pricing. Clients appreciate their professionalism and are generally satisfied with the quality of services, though they suggest potential for growth.
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Featured
What are Featured Providers?
$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.
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.
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
See all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
Services provided
Stanfox KPO Solution, a Finance & Accounting Outsourcing (FAO) company, is based in Ahmedabad, India. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2016.
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$1,000+< $25 / hr10 - 49Bengaluru, India
Services provided
Knowvisory Global LLP is a small Accounting company launched in 2020. Their team offers Accounting and Financial Advising & Planning.
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Featured
What are Featured Providers?
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 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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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
See all 1 projectsIn 2017, ADS International Auditors LLC emerged, extending premier consultancy services to esteemed patrons spanning the landscapes of the UAE and UK. Subsequently, ADS Management Tax Consultancy
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UndisclosedUndisclosed2 - 9Buffalo, NY
Services provided
Accounting and Business Consulting company Campagnolo Bonk CPA's PLLC was launched in 2014. The firm provides Accounting and Business Consulting, and is small.
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$1,000+$150 - $199 / hr10 - 49Provo, UT
Services provided
Accounting company ProvenCFO specializes in Accounting and Fractional CFO Services. They were founded in 2017.
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$1,000+$25 - $49 / hr250 - 999
Services provided
MINDSPACE OUTSOURCING SERVICES is a Finance & Accounting Outsourcing (FAO) company launched in 2011. The agency focuses on Finance & Accounting Outsourcing (FAO) and Sales Outsourcing, and is
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$1,000+Undisclosed2 - 9Singapore, Singapore
Services provided
Accounting and Business Consulting company Corporate Services Singapore was established in 2010. The team provides Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Manchester, England
Services provided
Payroll Heaven is a Finance & Accounting Outsourcing (FAO) and Accounting company. Based in Manchester, England, their team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9London, England
Services provided
Atex Business Solutions, an Accounting company, was founded in 2011. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
Services provided
See all 1 projectsPACIFIC ACCOUNTING PTY LTD offers services including bookkeeping, tax preparation, and financial reporting. Overall feedback indicates significant dissatisfaction, citing incompetence, unreliability, and delays in service delivery. Clients have reported serious issues with the accuracy and timeliness of their work, leading to financial penalties and additional costs.
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UndisclosedUndisclosed50 - 249Glebe, Australia
Services provided
Founded in 1995, Polyglot Group is an Accounting company. The team provides Accounting and HR Consulting and is based in Glebe, Australia and Barcelona, Spain.
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Undisclosed$25 - $49 / hr2 - 9Burlington, Canada
Services provided
DCP Accounting is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Burlington, Canada.
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UndisclosedUndisclosed2 - 9Lincoln, England
Services provided
Cobble Accountants Limited is a Finance & Accounting Outsourcing (FAO) and Accounting company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2023.
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$1,000+< $25 / hr50 - 249New Delhi, India
Services provided
Founded in 2012, D D Agrawal & Co., a midsize Accounting company, is in New Delhi, India. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
Services provided
See all 1 projectsCarnation Consulting Bookkeeping is based in Concord, Ontario and stands as a comprehensive accounting establishment, specializing in Bookkeeping, Payroll and Strategy. We offer full remote
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
HR POINT is an Accounting company. Headquartered in Dhaka, Bangladesh, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mansfield, Australia
Services provided
Launched in 1995, J.G. Stathis & Co is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
Services provided
The Consulting Bookkeeper is a Bella Vista , Australia-based Accounting company. They offer Accounting and Business Consulting.
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$1,000+< $25 / hr2 - 9Umm Al Quwain, United Arab Emirates
Services provided
Bright Commercial Brokers-Consultant is an Accounting company. Their team is based in Umm Al Quwain, United Arab Emirates and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Singapore
Services provided
NEST Management Consultancy is an Accounting company. The team is based in Singapore, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port Coquitlam, Canada
Services provided
Avrio Accounting Solutions Inc. Is an Accounting company. The small Port Coquitlam, Canada-based team provides Accounting and Financial Advising & Planning. The firm was established in 2017.
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Undisclosed< $25 / hr2 - 9Singapore, Singapore
Services provided
Balance Consulting is an Accounting company. The Singapore, Singapore-based agency was launched in 2022. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Despacho Contable México is an Accounting company. They were established in 2020, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
Services provided
Divine Taxes USA is a small West Palm Beach, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hr2 - 9Caroline Springs, Australia
Services provided
Accounting company TAX INN focuses on Accounting and Business Consulting. They were launched in 2013.
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UndisclosedUndisclosed2 - 9
Services provided
Michael B. Cook Bookkeeping, a small Accounting company, is based in Bakersfield, California. Their services include Accounting and Back Office Outsourcing.
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Undisclosed$50 - $99 / hr2 - 9Newport Beach, CA
Services provided
Apex Bookkeeping, an Accounting company, was founded in 2022. The team provides Accounting and Financial Advising & Planning and is headquartered in Newport Beach, California.
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Undisclosed$100 - $149 / hr2 - 9
Services provided
Launched in 2024, Lambda CPA is an Accounting company. Based in Ilderton, Canada, the team provides Accounting and Digital Strategy.
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UndisclosedUndisclosed2 - 9London, England
Services provided
CRV Gudka & CO is an Accounting company. Established in 2023, the company is in London, England. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
Services provided
SHACO Financial Consultants is an Accounting company launched in 2023. The company provides Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Ahmedabad, India
Services provided
Vipul Kachhadiya & Co. Is an Accounting company. In Ahmedabad, India, the firm was founded in 2017. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Kyiv, Ukraine
Services provided
QuickLedgerLab is a Kyiv, Ukraine-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$150 - $199 / hr2 - 9Fort Collins, CO
Services provided
J&K Associates is an Accounting company. Established in 2019, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
Services provided
Epsilon Accounts Anusthan Fintech LLP, an Accounting company, was established in 2009. They focuses on Accounting and Business Consulting.
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Undisclosed$50 - $99 / hr2 - 9Luton, England
Services provided
Founded in 2023, Ola Accountancy, a small Accounting company, is in Luton, England. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
Services provided
HR Expert Solutions (Pty) Ltd is an Accounting company. The Hartbeespoort, South Africa-based team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
Services provided
CA A Sundrani and Associates, an Accounting company, provides Accounting and Financial Advising & Planning. The firm is based in Mumbai, India.
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UndisclosedUndisclosed2 - 9
Services provided
Accounting company Green Visor Accounting was established in 2020. Located in Palm Beach Gardens, Florida, the team offers Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Chicago, IL
Services provided
SMF Cost Segregation Advisors is a small Accounting company. They offer Accounting and Financial Consulting and were founded in 2025.
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$1,000+$100 - $149 / hr2 - 9
Services provided
Established in 2020, Accounting Houce Company Inc. Is an Accounting company. Located in Milton, Canada, the team provides Accounting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9
Services provided
Tanna Accounts is an Accounting company launched in 1987. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr2 - 9Wordoffice, India
Services provided
INDIAN TAX FIRM is an Accounting company. Their small team of employees is in Wordoffice, India. Their team provides Accounting and Fractional CFO Services.
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$1,000+$100 - $149 / hr2 - 9
Services provided
Burdett Tax & Accounting, an Accounting company, was launched in 2023. The firm offers Accounting and Microservices Architecture Services, and is small.
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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
32.3/40.017/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 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+< $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 -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
30.4/40.016.4/20 Reviews9.3/10 Clients & Experience4.7/10 Market PresenceService focus
100% Accounting -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
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 / 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 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
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 -
$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...
![How to Create a Budget for Accounting Services [With Template] cover image](https://img.shgstatic.com/clutch-static-prod/image/resize/715x400/s3fs-public/article/7dce8a5e1339227e397cf68f6f555f92.png)
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.