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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249New York, NYServices provided
100% AccountingSee 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.
Reviews mention Timely
Clients consistently express positive sentiments regarding the timeliness of 1-800Accountant's services. One client noted their punctuality in meetings and responsiveness to inquiries, stating they were 'on time for the meetings and very friendly.' Overall, feedback highlights that the company meets deadlines effectively and addresses client needs promptly, contributing to a satisfactory client experience.-
Accounting Services for Personal Development Coaching Co
5.0 Feb 21, 2025On time for the meetings and very friendly.
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Industry Experience
1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & 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?
More responsive than most other service providers
Get in Touch1-800Accountant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
85% Accounting15% Tax LawSee 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.
Reviews mention Transparent
Clients consistently praised George Dimov, CPA for their transparency and communication throughout engagements. One client highlighted the 'incredible transparency' and 'clear pricing' with 'no surprise fees,' indicating a commitment to straightforward service. The promptness and professionalism in communication further reinforced a productive relationship, ensuring all timelines were met without issues. Overall, the sentiment reflects a strong appreciation for the company's openness and reliability.-
Accounting Services for Digital Media Agency
5.0 Feb 28, 2021The whole team offered incredible transparency and communication throughout the entire process, and always met the timelines they promised us. Very effective workflow, with providing documentation to receiving final filing documents for review.
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13 of 14 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 14 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read moreWas this helpful?
Industry Experience
George Dimov, CPA has demonstrated expertise across various industries, including Advertising & Marketing, Financial Services, Information Technology, and Business Services. Clients have praised their thoroughness and professionalism in tax filings, bookkeeping, and audits, noting strong communication and timely deliverables. However, feedback suggests issues with responsiveness in some projects, particularly in Consumer Goods Consulting. Overall, the firm is well-regarded for its impact in the Financial Services and Information Technology sectors, making it a suitable choice for clients seeking reliable accounting services.
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Real estate Financial services Consumer Products Construction Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Overall, clients have expressed mixed sentiments regarding the cost and value for money of George Dimov, CPA's services. While some reviews highlight good value and effective cost management, such as a client noting that pricing fit their budget and provided excellent returns, others criticized the quality of service post-engagement, indicating a drop in responsiveness and technical competence after payment. Clients appreciate transparent billing structures and fair rates, yet concerns about inconsistent communication and service delivery persist.Was this helpful?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee 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.
Reviews mention Accessible
Clients consistently commend inDinero for their accessibility, noting the firm's commitment to being available and responsive throughout the engagement. One client highlighted that the team was 'always available to work with me,' facilitating effective communication and collaboration. This sentiment reflects a strong overall positive perception regarding inDinero's approachability and support, contributing to their reputation as a reliable partner in financial management.-
Finance & Accounting Services for Software Development Firm
5.0 Mar 30, 2022Our projects have been goal based and they've always been available to work with me.
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1 of 1 reviews is 5 stars1 new review for Accounting services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Indinero highlight strong client satisfaction, particularly in budgeting, forecasting, and financial organization. Clients commend their responsiveness, attention to detail, and ability to simplify complex financial concepts. One client noted significant improvements in financial visibility and strategic budget allocation, stating the difference compared to previous firms was 'night and day.' Overall, Indinero is perceived as a reliable partner, with no major areas for improvement identified.Was this helpful?
15 of 15 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 15 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Indinero has received positive feedback regarding its cost-effectiveness and overall value. Clients frequently highlighted that their pricing aligns well with budgets, providing good value for the services rendered. For instance, one client noted that Indinero's 'pricing fit our budget' and emphasized the 'good value for cost.' Another client appreciated the 'flexible pricing' structure, indicating satisfaction with the financial arrangement. Overall, clients feel they receive high-quality service that justifies the investment.Was this helpful?
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UndisclosedUndisclosed250 - 999Chandler, AZ
Services provided
50% Accounting17% HR Consulting17% PEO/Employee Leasing +1 service16% HR OutsourcingSee all 1 projectsVensure Employer Services is a company specializing in payroll, benefits, and HR data management services. Based on the review provided, 100% of the feedback reflects significant dissatisfaction, citing consistent issues with payroll and benefit processing and a lack of responsive customer support. The review highlights recurring errors and ineffective communication, impacting the reviewer’s organization negatively.
Industry Experience
Vensure Employer Services has faced significant criticism primarily within the nonprofit sector due to inadequate handling of payroll, benefits, and HR services. The feedback indicates a lack of reliable customer support, frequent errors in payroll processing, and poor communication. Clients reported severe impacts on employee benefits and overall operational efficiency. Potential clients in the nonprofit industry should proceed with caution, as Vensure's current service execution suggests challenges in delivering effective HR solutions.
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NonprofitWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients report significant dissatisfaction with Vensure Employer Services regarding cost and value for money. One review highlighted persistent errors in payroll processing and benefits management, leading to severe operational disruptions. The lack of responsive customer service compounded these issues, with clients describing their experience as the worst with any vendor. Overall, feedback indicates that the company's services do not justify the costs, with many clients feeling their investments were wasted due to inadequate support and system functionality.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, receiving predominantly negative feedback. Clients have reported issues with timely completion of services, billing inaccuracies, and insufficient training. The overall sentiment indicates a lack of reliability and effectiveness, leading to dissatisfaction among clients. Potential clients in the transportation sector may find it prudent to consider other options, as the provider's expertise and impact appear limited in this area.
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TransportationWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed dissatisfaction with Redwood Tax Service's cost and value for money, citing instances of overcharging and incomplete work. One client noted that, despite being billed promptly, the service was never completed on time, leading to significant frustration. Overall sentiment reflects a lack of perceived value, with clients indicating that improvements are necessary across all aspects of service delivery.Was this helpful?
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Featured
What are Featured Providers?
$1,000+$200 - $300 / hr10 - 49Services provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee 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
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee 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.
6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
Recent reviews of Zenbooks indicate a consistently positive sentiment, highlighting their responsiveness, professionalism, and depth of knowledge. Clients appreciate timely deliverables, effective communication, and a strong culture fit. Specific feedback includes their ability to clean up financial records, provide valuable tax advisory, and streamline bookkeeping processes. A recurring theme is their commitment to client success, though some reviews suggest a need for improved visibility in project management. Overall, Zenbooks is regarded as a reliable partner in financial services.Was this helpful?
7 of 8 Accounting reviews are 5 stars7 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 8 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 — Zenbooks provides bookkeeping services for a corporate travel and retreat planning company. The team oversees the client's month-end bookkeeping tasks and manages their tax filing and payroll Read moreWas this helpful?
Industry Experience
Zenbooks has demonstrated notable expertise across diverse industries, including Advertising & Marketing, Business Services, Medical, Sports, Information Technology, Financial Services, Real Estate, and Hospitality & Leisure. Feedback highlights their strengths in accounting, financial advisory, and process optimization, with clients praising their responsiveness, knowledge, and project management. Overall sentiment is positive, particularly in Business Services and Financial Services, indicating a strong fit for clients seeking reliable bookkeeping and financial management solutions.
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Consulting Real estate Information technology Hospitality & leisure Financial services Sports Business services Advertising & marketing MedicalWas this helpful?
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UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
70% Accounting30% Fractional CFO ServicesSee 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.
Reviews mention Timely
Clients have consistently praised Wasserman Accounting CPA for their timeliness and reliability in delivering accounting services. One client noted that all statutory filings were submitted on time and highlighted the firm's steady project management, stating, 'Most core items were delivered on time, and statutory deadlines were met.' Their organized approach and clear communication contributed to a smooth operational flow, reinforcing the overall positive sentiment regarding their timeliness.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked.
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2 of 2 Accounting reviews are 5 stars$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read moreWas this helpful?
Industry Experience
Wasserman Accounting CPA has demonstrated expertise in the Advertising & Marketing and consulting industries, providing reliable accounting support and proactive financial management. Clients in these sectors appreciate their clear communication, timely delivery of services, and focus on usability of financial data for strategic decision-making. The overall sentiment reflects satisfaction with their organized approach and positive impact on business operations, making them a strong candidate for firms seeking accounting support in these industries.
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Other industries Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently praised Wasserman Accounting CPA for their competitive pricing and excellent value for money. One client noted that their selection was influenced by the firm's good value for cost. Another emphasized the firm's ability to provide clean monthly books and proactive tax planning, which reflects a focus on delivering usable financial insights rather than just compliance. Overall, feedback indicates strong satisfaction with pricing relative to the quality of services provided.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's has primarily operated within the healthcare industry, providing corporate and personal tax consulting services. Feedback indicates a significant concern regarding their timeliness and reliability, with a notable incident causing a potential tax penalty for a client. Overall sentiment reflects disappointment in their service quality, suggesting potential clients in healthcare may need to consider alternative providers for tax and accounting needs.
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HealthcareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback indicates significant dissatisfaction with Schlenner Wenner & Co. CPA's overall value and cost-effectiveness. One client expressed frustration over a failure to file taxes on time despite years of prompt service, highlighting negligence and a breach of trust. The client, who has since withdrawn their business, noted they had been paying standard fees to avoid such issues. Overall sentiment reflects disappointment in the perceived value received for the costs incurred.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 negative feedback primarily from clients in the real estate industry, citing severe communication issues and inadequate service delivery. A client reported dissatisfaction with their handling of corporate and personal taxes, leading to significant financial consequences. This experience highlights a lack of expertise and responsiveness, suggesting that potential clients in real estate may find better alternatives. The overall sentiment for this industry is decidedly unfavorable, indicating a mismatch for real estate-related projects.
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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's value for money, noting a lack of communication and ineffective service delivery. One client reported that after nine months, the company could only handle personal returns, leading to severe financial repercussions, including levies on accounts. The overall sentiment indicates that clients feel they did not receive the expected services for the fees paid, with one stating it was the 'worst experience ever'.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 an accounting services firm specializing in CPA and tax filing. According to client feedback, they have been criticized for their untimely project management and outdated processes, leading to penalties for clients. 100% of the reviewers expressed dissatisfaction, citing a lack of professionalism and responsiveness.
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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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingSee 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.
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read moreWas this helpful?
Industry Experience
Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.Was this helpful?
UndisclosedUndisclosed10 - 49Services provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee 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 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas this helpful?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee 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.
14 of 16 Accounting reviews are 5 starsLess than $10,000 avg. project costRead 16 ReviewsAccounting PROJECT HIGHLIGHT
Acccounting Services for Industrial Machinery Manufacturer
5.0 — An industrial machinery manufacturer has hired Appletree Business Services for accounting services. Their work includes bookkeeping, taxes, and payroll handling. Read moreWas this helpful?
Industry Experience
Appletree Business Services has garnered positive feedback across various industries including Advertising & Marketing, Construction, Business Services, Real Estate, Financial Services, and Hospitality. Clients noted their expertise in financial advisory, bookkeeping, and tax preparation, highlighting strengths in project management and proactive communication. The overall sentiment suggests strong alignment with businesses seeking reliable support and tailored financial solutions, particularly in sectors requiring precision in financial reporting and due diligence.
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Advertising & marketing Business services Other Industry Manufacturing Wellness & Fitness Home Services Financial services Hospitality & leisure Real estate Design ConstructionWas 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)Was this helpful?
$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?
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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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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.
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$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% Business Consulting25% IT Managed Services +1 service25% Tax LawAccounting company RSM Singapore offers Accounting and Business Consulting. They are based in Singapore, Singapore.
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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).
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$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.
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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).
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$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.
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$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.
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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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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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Undisclosed< $25 / hr2 - 9Perungalathur, India
Services provided
80% Accounting10% Back Office Outsourcing10% Direct MarketingZavira Business is an Accounting company. The Perungalathur, India-based team provides Accounting and Direct Marketing.
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UndisclosedUndisclosed2 - 9
Services provided
80% Accounting20% Financial Advising & PlanningAccounting company MS Financial Services was established in 2024. The small team offers Accounting and Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9Lakewood Ranch, FL
Services provided
80% Accounting20% Business ConsultingOak Leaf Boutique is an Accounting company. The company is in Lakewood Ranch, Florida. Their services include Accounting and Business Consulting.
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Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
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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
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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.
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.