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Featured
What are Featured Providers?
$1,000+$100 - $149 / hr50 - 249New York, NYServices provided
100% AccountingSee 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.
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 & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat 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.Was this helpful?
$179 Best for businesses that need ongoing tax support. $239 Core accounting package that covers most business. $399 Full-service accounting for established businessesView PackagesBusiness Accounting Package
1-800Accountant has serviced over 100,000 businesses in the last decade. We’ll keep your books in order and your taxes current. Get the back-office services your business needs at a price that works for you.Was this helpful?
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
85% Accounting15% Tax LawSee 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.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the last six months, clients have consistently praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client highlighted the team's thorough audit process that provided actionable insights, while another noted the speed and quality of day-to-day accounting and tax services. Overall sentiment reflects high satisfaction, with clients recommending their services; however, a suggestion for improvement includes the implementation of automated reminders for deadlines.Was this helpful?
Industry Experience
George Dimov, CPA has demonstrated expertise across various industries, including Information Technology, Advertising & Marketing, Financial Services, Real Estate, and Arts & Entertainment. Clients consistently praise their quick and efficient service, proactive communication, and ability to tailor solutions to specific needs. Overall sentiment is highly positive, with notable strengths in tax strategy, bookkeeping, and financial management. This provider appears especially well-suited for clients in dynamic, service-oriented sectors seeking reliable accounting and advisory support.
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Real estate Advertising & marketing Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT ServicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight the excellent value for money offered by George Dimov, CPA, noting that their pricing aligns well with budgets while delivering high-quality service. For instance, one client remarked on the 'good value for cost,' while another emphasized how the firm 'saved them considerably in tax.' Overall, client sentiment reflects satisfaction with the firm's responsiveness and thoroughness, reinforcing their reputation for providing outstanding service at competitive rates.Was this helpful?
More responsive than most other service providers
Get in TouchGeorge Dimov, CPA is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)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.
1 of 1 reviews is 5 stars1 new review for Accounting servicesUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of CoCountant highlight their exceptional responsiveness and adaptability to client needs. A CFO from Backpack Group, LLC noted their impressive ability to meet and exceed key performance indicators, particularly in timely financial reporting and accounts receivable management. Clients appreciate the company's proactive approach to process improvements and effective communication. Overall, sentiment remains highly positive, with no identified areas for improvement in the service provided.Was this helpful?
Industry Experience
CoCountant has demonstrated expertise across various industries, including Software, Healthcare, and Information Technology. Clients appreciate their ability to streamline financial processes, enhance reporting accuracy, and provide strategic insights. In Software, they excelled in reducing accounting time and errors, leading to improved financial clarity. In Healthcare, they delivered timely, structured bookkeeping for marketing expenses, significantly enhancing financial visibility. In Information Technology, they effectively managed end-to-end financial accounting and accounts receivable, resulting in on-time reporting and reduced receivable days. Overall, clients express strong satisfaction with CoCountant's responsiveness and value across these sectors.
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Software Healthcare Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight CoCountant's affordability and exceptional value for money. One CEO noted the 'awesome' cost relative to the quality of service, emphasizing a significant reduction in time spent on accounting tasks. The director of marketing appreciated their reliability and affordability, leading to improved financial visibility and reduced internal workload. Overall, feedback indicates that CoCountant delivers high-quality financial management services at competitive prices, making them a favorable choice for organizations seeking cost-effective solutions.Was this helpful?
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UndisclosedUndisclosed2 - 9Santa Rosa, CA
Services provided
100% AccountingSee all 1 projectsRedwood Tax Service is a company engaged in providing Accounting Services, including Tax Preparation and Bookkeeping. However, based on the review provided, the feedback is overwhelmingly negative, with 100% of the reviewer expressing dissatisfaction due to delayed service, overcharging, and poor communication. The reviewer specifically highlights issues with incomplete tax filings over multiple years.
Industry Experience
Redwood Tax Service has primarily worked within the transportation industry, where they have received negative feedback highlighting issues with timely project completion, overbilling, and inadequate training. Clients expressed disappointment in the lack of responsiveness and overall effectiveness, indicating a poor experience and unmet expectations. Given this feedback, potential clients in the transportation sector may need to approach Redwood Tax Service with caution regarding their reliability and communication.
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TransportationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed significant dissatisfaction with Redwood Tax Service regarding cost and value for money. One reviewer noted that they were overcharged for services and experienced delays in tax completion over multiple years, stating, "never completed on time" and "always I am too busy excuse for not completing." Overall, the sentiment reflects a lack of perceived value, with clients indicating that the service did not meet their expectations relative to the fees charged.Was this helpful?
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UndisclosedUndisclosed50 - 249St. Cloud, MN
Services provided
85% Accounting15% Business ConsultingSee all 1 projectsSchlenner Wenner & Co. CPA's is a firm specializing in accounting services, including corporate and personal tax preparation. Based on the reviews, there is a significant concern regarding their reliability and adherence to professional standards, with 100% of the feedback expressing dissatisfaction, particularly around timely tax filing and customer trust.
Industry Experience
Schlenner Wenner & Co. CPA has experience primarily in the healthcare industry, notably providing corporate and personal tax consulting services. Feedback indicates significant dissatisfaction, particularly regarding delays in tax filing, which negatively impacted client trust. The overall sentiment appears to be critical, with clients expressing disappointment in service quality and responsiveness. Potential clients in the healthcare sector seeking reliable tax services may want to consider this feedback carefully.
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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback regarding Schlenner Wenner & Co. CPA's cost and value for money indicates significant dissatisfaction. One client expressed frustration over delayed tax filings despite having paid for timely service, leading to a loss of trust and business. The overall sentiment reflects a perception of inadequate value, with clients expecting more reliability and professionalism for the fees charged. This dissatisfaction underscores concerns about the company's adherence to standard accounting practices.Was this helpful?
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee 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.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$50,000 – $199,999 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews for indinero reflect a strong positive sentiment, highlighting their responsiveness and effective financial management. Clients noted improvements in cash flow and margins, with one stating, "They make both [the process and work] so easy." Another client emphasized their accurate bookkeeping and problem-solving capabilities. Overall, indinero is praised for its culture fit, timely delivery, and simplifying accounting processes, with no significant areas for improvement mentioned by clients.Was this helpful?
14 of 14 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 14 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
Industry Experience
Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries SoftwareWas this helpful?
More responsive than most other service providers
Get in Touchindinero is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$1,000+Undisclosed1,000 - 9,999Irving, TXServices provided
60% Accounting25% Finance & Accounting Outsourcing (FAO)15% Fractional CFO ServicesSee 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.
Reviews mention Communicative
Client feedback consistently highlights Pacific Accounting & Business Services' strong communication skills. One client noted, "They communicate clearly at all times," while another emphasized their "high level of communication" and proactive engagement in discussions. Clients appreciated their responsiveness, with one stating, "When there are hiccups, good communications" were maintained. Overall, the sentiment regarding their communicative approach is overwhelmingly positive, reflecting a commitment to transparency and client satisfaction.-
Accounting Services for Automotive Repair Co
5.0 Sep 3, 2025They deliver as promised. They communicate clearly at all times. The people truly care and are very friendly. High knowledge of their craft. They always go beyond what I expect.
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Accounting Services for Auto Repair Company
5.0 Sep 2, 2025The project management was effective; they delivered items on time, and when there are hiccups, good communications ensured everything stayed on track. We primarily communicated through virtual meetings and emails, which were efficient. They were always willing to work with us to develop solutions, showcasing their commitment to effective communication and collaboration.
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Outsourced Accounting for Business Services Company
5.0 Sep 15, 2025Pacific Accounting & Business Services delivers on time and exceeds expectations. Our team had varied expectations, and some members were hesitant about entering into a contract with an offshore team. However, each person on the team has been incredibly pleased with Pacific Accounting & Business Services' work. We primarily communicate via Microsoft Teams. We also have weekly video chats and can communicate via Karbon. Pacific Accounting & Business Services' level of communication is incredibly high. The team has also made recommendations for processes or worksheets that we've implemented throughout our organization.
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6 of 7 reviews are 5 stars6 new reviews for Accounting services$50,000 – $199,999 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
Recent reviews for Pacific Accounting & Business Services reflect a consistently positive sentiment, highlighting their efficiency, timely delivery, and strong communication. Clients commend the team's ability to streamline accounting processes and provide valuable insights, with one CEO noting a shift from a 3:1 to a 4:1 client-to-staff ratio due to their efforts. Overall, clients express satisfaction with the quality of work and the company's responsiveness, indicating a high likelihood of continued collaboration.Was this helpful?
Industry Experience
Pacific Accounting & Business Services has demonstrated strong expertise across various industries, including Nonprofit, Retail, Financial Services, Automotive, and Business Services. Clients noted their efficiency, thorough communication, and ability to streamline financial processes, leading to improved workflows and timely reporting. Sentiment is overwhelmingly positive, particularly in Nonprofit and Automotive sectors, where the company is praised for its cultural alignment and attentive client service. This provider is well-suited for organizations seeking reliable bookkeeping and financial management support.
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Nonprofit Financial services Automotive Retail Business servicesWas this helpful?
More responsive than most other service providers
Get in TouchPacific Accounting & Business Services is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed2 - 9Santa Fe, NM
Services provided
100% AccountingSee all 1 projectsSwain & Grieco, LLC is an accounting firm offering Tax Preparation and Accounting Services. However, based on available reviews, the feedback is overwhelmingly negative, with 100% of reviewers highlighting poor communication and failure to deliver tax returns in a timely manner. Many emphasize the need for significant improvement in responsiveness and professionalism.
Industry Experience
Swain & Grieco, LLC has received mixed feedback predominantly from the consulting industry, particularly regarding tax accounting services. Clients have expressed frustration over poor communication and delays, with one review highlighting a seven-month wait for tax returns and lack of responsiveness. This indicates a significant area for improvement in client relationship management and timeliness. Potential clients in the consulting sector should carefully consider these factors when evaluating Swain & Grieco, LLC for financial services.
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ConsultingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express significant dissatisfaction with Swain & Grieco, LLC regarding value for money. One client highlighted a fixed cost structure for annual tax returns but criticized the company's failure to deliver services as promised, stating they had not received their tax returns after seven months despite numerous follow-up calls. The overall sentiment reflects a lack of professionalism and responsiveness, leading to concerns about the true value of their services.Was this helpful?
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UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
100% AccountingSee all 1 projectsS & S Tax Service is an accounting service provider specializing in tax preparation and financial reporting. However, the feedback is overwhelmingly negative, with 100% of reviewers expressing dissatisfaction due to poor communication and failed service delivery. Clients report severe financial repercussions and demand improvements across all areas, highlighting a critical need for better project management and customer service.
Industry Experience
S & S Tax Service has received significant negative feedback primarily from the real estate industry, highlighting severe communication issues and inadequate service delivery. The client reported a complete lack of responsiveness, which led to detrimental financial consequences, including levies on accounts. The overall sentiment in this sector indicates a lack of expertise and reliability, suggesting that potential clients in real estate may want to explore other providers for tax services.
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Real estateWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed significant dissatisfaction with S & S Tax Service regarding cost and value for money. One reviewer noted that despite hiring them for complex tax issues, the company failed to deliver any services and avoided communication for over six months. The reviewer ultimately had to engage a new accountant to resolve their tax issues, indicating a poor return on investment. Overall, the sentiment reflects a lack of value received for the fees paid.Was this helpful?
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UndisclosedUndisclosed10 - 49Orem, UT
Services provided
100% AccountingSee all 1 projectsMazuma USA is a company that offers bookkeeping and tax preparation services. Based on a review, the company faces significant challenges in service delivery, with issues in bookkeeping accuracy, tax filing delays, and communication shortcomings. Despite an attractive pricing structure, 100% of the feedback indicates dissatisfaction, highlighting operational and customer service deficiencies.
Industry Experience
Mazuma USA has primarily operated in the retail and eCommerce marketplace industries, where they have received predominantly negative feedback. Clients have highlighted significant shortcomings in bookkeeping and tax services, including poor communication, inexperienced staff, and unreliable software. While some appreciated the pricing structure, many reported increased headaches and operational inefficiencies. Potential clients in the retail sector should proceed with caution, as the overall sentiment indicates a lack of reliability and customer service effectiveness.
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RetailWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive Mazuma USA's pricing as appealing; however, the overall sentiment regarding value for money is overwhelmingly negative. One client noted their monthly fee of $150 was a 'complete waste of money' due to unreliable bookkeeping and poor communication, leading to significant frustrations during tax season. Despite liking the pricing structure, they ultimately recommended seeking alternatives to avoid the headaches associated with Mazuma's services.Was this helpful?
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UndisclosedUndisclosed2 - 9Denver, CO
Services provided
100% AccountingSee all 1 projectsThe Adams Group, LLC - Denver is a CPA firm specializing in accounting services, including tax filing and tax preparation. However, the overall feedback from clients is negative; 100% of reviewers mention issues with professionalism, responsiveness, and outdated practices, resulting in penalties and dissatisfaction with the service provided.
Industry Experience
The Adams Group, LLC has received feedback primarily from the transportation industry, specifically a trucking company, highlighting issues with timeliness and professionalism in tax filing services. The client reported significant delays and a lack of responsiveness, leading to penalties for late filing. Overall sentiment indicates a negative experience, emphasizing the need for improved communication and modernized processes. Potential clients in the transportation sector may find this provider’s service unsatisfactory.
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TransportationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback regarding The Adams Group, LLC indicates concerns over cost and value for money. One client reported an initial estimate of $12,500, which increased throughout the engagement, culminating in a final charge of $2,500. The client expressed dissatisfaction with the service, noting delays in tax filing and lack of responsiveness, leading to penalties. Overall sentiment suggests a perception of poor value, with advice to potential clients to reconsider their options.Was this helpful?
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
100% AccountingSee all 1 projectsJoseph Latif, CPA specializes in Accounting Services, including Tax Preparation and Financial Reporting. However, the reviews indicate significant dissatisfaction, citing unprofessionalism and incomplete tax filing, with one reviewer highlighting a negative experience with poor communication and unfinished work. Overall, the feedback is 100% negative regarding their services.
Industry Experience
Joseph Latif, CPA has received notably negative feedback specifically within the business services industry. Clients reported a lack of attention to detail and unprofessionalism while handling tax reports. His inability to complete projects properly and poor communication were highlighted as significant weaknesses. Potential clients in the business services sector may want to consider these insights, as they indicate a mismatch between the provider's capabilities and the needs of businesses requiring diligent financial services.
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Business servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback indicates significant dissatisfaction with Joseph Latif, CPA's value for money. One reviewer noted that despite providing comprehensive financial information, the CPA mismanaged their 2021 tax report, leaving it unfinished and unprofessional. The overall sentiment reflects a lack of confidence in the firm's ability to deliver quality services commensurate with the fees charged, highlighting a disconnect between expectations and outcomes.Was this helpful?
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Londonderry, NHServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee 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.
Reviews mention Proactive
Overall, clients express a strong sentiment of proactivity regarding Appletree Business Services. Specific feedback highlights their team's proactive outreach and responsiveness, with one client stating, "They generally address requests before I’ve even thought of them." Another noted, "They were proactive and helped me stay on the former sellers." This consistent proactive approach has contributed to successful project outcomes and has significantly enhanced the clients' experiences, with many expressing satisfaction in how the team anticipates and addresses needs.-
Accounting Services for Property Management Company
5.0 Jul 6, 2023I have had a remarkable experience with Carreen. Her expertise and proactive approach exceeded my expectations, as well as her willingness to help. They utilize advanced technology and provide personalized attention and valuable insights.
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Accounting Services for Garage Remodeling Business
5.0 Feb 8, 2023Appletree Business Services is a proactive partner who provides regular updates via email. They also send condensed reports via email, which I can also access through their client portal. A senior team member oversees our account, and another teammate handles the day-to-day operations.
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Accounting Services for Digital Marketing Agnecy
5.0 Jan 26, 2023I’m most impressed by their accessibility and availability. The Appletree Business Services team is very proactive and on top of it. They generally address requests before I’ve even thought of them.
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Accounting Services for Electrical Services Company
5.0 Jul 25, 2025The 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.
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Bookkeeping & QuickBooks Setup for Staffing & Recruiting Co
5.0 Nov 5, 2025The team works together from the CEO down to the accounting team. They were proactive and helped me stay on the former sellers. Even helped with a working capital trueup. The cohension amongst the team. Everyone cares about my acquisition and business. Everyone at Apple Tree truly does. It's not just them saying it but they back it up with proactive outreach and follow ups.
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5 of 6 reviews are 5 stars3 new reviews for Accounting servicesLess than $10,000 avg. project costRead 6 Recent ReviewsReviewed 6 times in the past 6 months
In the past six months, Appletree Business Services has received positive feedback for their professionalism, timely project management, and effective communication. Clients commend their expertise in financial due diligence and bookkeeping. For instance, one client highlighted the successful migration to QuickBooks Online, while another praised the proactive approach and thoroughness in financial evaluations. Overall, the sentiment is highly favorable, with clients noting the company's responsiveness and sound business advice, leaving little room for suggested improvements.Was this helpful?
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Denver, Colorado (2) Kalamazoo, Michigan (1) Merrimack, New Hampshire (1) New Orleans, Louisiana (1) Belle Glade, Florida (1) Murfreesboro, Tennessee (1) Opelika, Alabama (1) Darien, Connecticut (1) Chicago, Illinois (1) Atlanta, Georgia (1) Grand Rapids, United States (1) Concord, North Carolina (1) New York City, New York (1) San Francisco, California (1) Orlando, Florida (1) Boston, Massachusetts (1) Waltham, Massachusetts (1) Westford, Massachusetts (1) Brookline, New Hampshire (1) Londonderry, New Hampshire (1)$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accountingView PackagesBusiness 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.Was this helpful?
$1,000+< $25 / hr50 - 249Ho Chi Minh City, VietnamServices provided
30% Accounting20% Customer Service Outsourcing15% BI & Big Data Consulting & SI +4 services10% Back Office Outsourcing10% Call Center Services10% Finance & Accounting Outsourcing (FAO)5% Video ProductionSee 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.
Reviews mention Adaptable
Clients have consistently praised Innovature Consulting Company Limited for their adaptability in integrating with existing company processes and training. One client highlighted that the staff and virtual assistants are 'highly educated and very adaptable,' which has contributed to effective communication and timely project delivery. Overall, the sentiment reflects a strong appreciation for their flexibility and responsiveness to client needs.-
Customer Service Outsourcing for Insurance Company
5.0 Sep 17, 2024Their staff and VAs are highly educated and very adaptable to our company's process and training. Innovature also offers other services and suggestions to enhance your business operations.
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Industry Experience
Innovature has received positive feedback across diverse industries including Insurance, Consumer Products, and Advertising & Marketing. Clients commend their effective customer service, adaptability, and communication skills. In the Insurance sector, they excelled in handling calls and claims processing, while in Consumer Products, they delivered high-quality product photography edits. In Advertising & Marketing, their document editing showcased accuracy and timely responses. Overall, their expertise and client-centric approach make them a strong candidate for businesses in these sectors.
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Insurance Consumer Products Advertising & marketingWas this helpful?
More responsive than most other service providers
Get in TouchInnovature: AI-Driven Outsourcing Partner is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed2 - 9Garden City, NY
Services provided
100% AccountingSee all 1 projectsMike Aversano CPA PC is an accounting services firm offering tax preparation and financial advisory services. However, feedback from reviews indicates a significant lack of communication and professionalism, with 100% of reviewers reporting negative experiences and unmet expectations. Clients describe the firm as unresponsive and unprofessional, cautioning potential clients against engaging with their services.
Industry Experience
Mike Aversano CPA PC has received critical feedback primarily from clients in the 'Other Industry' sector. The reviews highlight a lack of communication, unresponsiveness, and concerns regarding professionalism, leading to overall negative sentiment. Potential clients seeking reliable accounting services may find this provider unsuitable, particularly given the company's struggles with engagement and follow-through. Expertise in specific industries remains unproven due to the prevailing dissatisfaction expressed in client experiences.
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Other IndustryWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed significant dissatisfaction with Mike Aversano CPA PC regarding value for money. One reviewer noted a cost of approximately $1,500 but criticized the firm for poor communication and unresponsiveness after initial engagement. The overall sentiment reflects a lack of professionalism, with clients feeling that the service did not meet their expectations, leading to a perception of inadequate value relative to the fees charged.Was this helpful?
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$5,000+$200 - $300 / hrFreelancerFrankfurt am Main, Germany
Services provided
100% AccountingKatrina Nacci, CPA, an Accounting company, was launched in 2022. The team specializes in Accounting.
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$1,000+< $25 / hr2 - 9Madhapur, India
Services provided
70% Accounting20% Finance & Accounting Outsourcing (FAO)10% Tax LawFinTax Bookkeeping LLC - Accounting | Outsourcing/Offshoring is an Accounting company established in 2016. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Singapore, Singapore
Services provided
60% Accounting20% Finance & Accounting Outsourcing (FAO)10% Business Consulting +1 service10% Commercial FinancingHeadquartered in Singapore, Singapore, AccountBooks Singapore is a small Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hrFreelancerWashington, DC
Services provided
100% AccountingEsquire Tax Solutions is an Accounting company. Their small team is located in Washington, District of Columbia and provides Accounting. The agency was launched in 2012.
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UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
70% Accounting30% Business ConsultingSmall Accounting company City Tax Accountants, is located in Sydney, Australia. The team provides Accounting and Business Consulting.
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$5,000+$50 - $99 / hr10 - 49Harrow, England
Services provided
60% Accounting20% Financial Advising & Planning20% Tax LawTarget Accounting is an Accounting company located in Harrow, England and Haslemere, England. They specialize in Accounting and Financial Advising & Planning and were established in 2002.
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$5,000+$100 - $149 / hr50 - 249Los Angeles, CA
Services provided
50% Accounting25% Finance & Accounting Outsourcing (FAO)15% Business Consulting +1 service10% Financial Consulting8020 Consulting is an Accounting company. The Los Angeles, California-based agency offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancer
Services provided
100% AccountingBette Hochberger, CPA, CGMA is a small Accounting company in Fort Lauderdale, Florida. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
Services provided
50% Accounting50% HR OutsourcingI-Admin Payroll Outsourcing is a midsize Accounting and HR Outsourcing company in Singapore, Singapore and Hong Kong, Hong Kong. The team offers Accounting and HR Outsourcing.
Read more -
$1,000+$25 - $49 / hr50 - 249
Services provided
50% Accounting50% IT Managed ServicesMyqbhost is an IT managed services and Accounting company. Headquartered in New York, New York, the firm was established in 2012. Their team offers IT managed services and Accounting.
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UndisclosedUndisclosed1,000 - 9,999Singapore, Singapore
Services provided
25% Accounting25% Back Office Outsourcing25% Business Consulting +1 service25% Tax LawRSM Singapore is a Singapore, Singapore-based Accounting company. Established in 1985, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed1,000 - 9,999
Services provided
25% Accounting25% Back Office Outsourcing25% Finance & Accounting Outsourcing (FAO) +1 service25% Financial Advising & PlanningBefree UK is a London, England-based Back Office Outsourcing company. Founded in 2006, the team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hrFreelancerNoida, India
Services provided
85% Accounting15% Finance & Accounting Outsourcing (FAO)USP & Co is an Accounting company. The Noida, India-based company was established in 2003. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
40% Accounting25% Corporate Law20% HR Outsourcing +1 service15% HR ConsultingBased in Dubai, United Arab Emirates, Simply Solved is an Accounting company. They offer Accounting and Corporate Law.
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UndisclosedUndisclosed50 - 249Reston, VA
Services provided
50% Accounting50% Finance & Accounting Outsourcing (FAO)In Reston, Virginia, Accufin is a Finance & Accounting Outsourcing (FAO) and Accounting company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2014.
Read more -
UndisclosedUndisclosed2 - 9Tivat, Montenegro
Services provided
80% Accounting20% Financial ConsultingSee all 1 projectsWe deliver exceptional accounting, tax, and payroll services to empower businesses and individuals with financial accuracy, compliance, and peace of mind.
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UndisclosedUndisclosed2 - 9Spokane, WA
Services provided
80% Accounting20% Business ConsultingBookkeep Direct PC is an Accounting company. The Spokane, Washington-based agency was launched in 2012. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norfolk, VA
Services provided
80% Accounting20% Business ConsultingIn Norfolk, Virginia, Spartan Financial Services is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Integrity Chartered Auditors and Accountants is a small Dubai, United Arab Emirates-based Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Kendall, FL
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Irazu Advisors, an Accounting company, is based in Kendall, Florida. They offer Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$50 - $99 / hr2 - 9Toronto, Canada
Services provided
80% Accounting20% Financial Advising & PlanningPotier Management Inc is an Accounting company. Headquartered in Toronto, Canada, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Paris, France
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)GAAPWise Accounting & Advisory Services is an Accounting company founded in 2019. The company provides Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed2 - 9
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingProExcell is an Accounting company. The company is in Soweto, South Africa. Their team provides Accounting and Business Consulting.
Read more -
$1,000+$200 - $300 / hr2 - 9The Woodlands, TX
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingLaunched in 2022, Evans Sternau CPA LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$200 - $300 / hr2 - 9Los Angeles, CA
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Accounting company Proficient Accounting Services is located in Los Angeles, California. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$100 - $149 / hr2 - 9Gurugram, India
Services provided
80% Accounting20% Fractional CFO ServicesBased in Gurugram, India, The Financial Soul is a small Accounting company. The team specializes in Accounting and Fractional CFO Services.
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)The Bookkeeping Advisory Team LLC is an Accounting company. Headquartered in Houston, Texas, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9London, England
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Sure Consultancy & Accounting Services Ltd is an Accounting company. Located in London, England, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Dana Point, CA
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Established in 2023, United Tax Advisors is a small Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$25 - $49 / hr2 - 9Brampton, Canada
Services provided
80% Accounting20% Finance & Accounting Outsourcing (FAO)Founded in 2018, SS Mann Services is an Accounting company. The company offers Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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Undisclosed< $25 / hr2 - 9
Services provided
80% Accounting10% Commercial Financing10% Finance & Accounting Outsourcing (FAO)Country Ledger is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2024.
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Undisclosed$150 - $199 / hr2 - 9Houston, TX
Services provided
80% Accounting15% Financial Consulting5% Business Valuation ServicesLedgerment is an Accounting company. Located in and Houston, Texas, their small team offers Accounting and Financial Consulting. The agency was established in 2023.
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UndisclosedUndisclosed2 - 9
Services provided
80% Accounting20% Financial Advising & PlanningLinchpin Bookkeeping is an Accounting company. Their small team is based in Kelowna, Canada. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
Services provided
80% Accounting20% Business ConsultingAffinity Accounting & Advisory is an Accounting company. They are located in Newcastle, Australia, and their services include Accounting and Business Consulting.
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Undisclosed< $25 / hr2 - 9
Services provided
80% Accounting20% Tax LawThe Chartered Edge is an Accounting company launched in 2025. The team offers Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9
Services provided
80% Accounting20% Business ConsultingMeza CPAs, Tax & Accounting is an Accounting company. Located in Ontario, California, the company was founded in 2021. Their services include Accounting and Business Consulting.
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$1,000+$100 - $149 / hr2 - 9
Services provided
80% Accounting20% Fractional CFO ServicesLaunched in 2019, Accountrix Canada | Bookkeeping, Tax & Cloud Accounting experts is an Accounting company. The team offers Accounting and Fractional CFO Services.
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$1,000+Undisclosed2 - 9Pittsboro, NC
Services provided
80% Accounting20% Fractional CFO ServicesEstablished in 2022, Oak Ledger is an Accounting company. The small team focuses on Accounting and Fractional CFO Services.
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$1,000+$100 - $149 / hr2 - 9
Services provided
80% Accounting10% Business Consulting10% Tax LawFounded in 2025, FIZENTRA AG, a small Accounting company, is located in Zürich, Switzerland. Their team focuses on Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Dubai, United Arab Emirates
Services provided
50% Accounting50% Financial Advising & PlanningCapital Plus Auditing of Accounts is an Accounting and Financial Advising & Planning company founded in 2021. The company specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Milpitas, CA
Services provided
40% Accounting60% Finance & Accounting Outsourcing (FAO)Sagent Management is a Milpitas, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Novi, MI
Services provided
60% Accounting20% Business Consulting20% Finance & Accounting Outsourcing (FAO)ShindelRock is an Accounting company. In Novi, Michigan and Detroit, Michigan, the firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
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
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How to Create a Budget for Accounting Services [With Template]
Use our custom template for your accounting budgeting process.
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
-
CFO or controller outsourcing
-
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.
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