Top Accountants and Accounting Firms
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Featured
What are Featured Providers?
UndisclosedUndisclosed50 - 249New York, NYServices provided
See all 31 projects1-800Accountant is an accounting services firm specializing in bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their affordability, responsiveness, and comprehensive tax management, with over 90% of clients expressing satisfaction. Clients appreciate their friendly approach and timely communication, with no significant areas for improvement noted.
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
See all 37 projectsGeorge Dimov, CPA is a comprehensive accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. With a strong focus on timely delivery and problem-solving, 100% of reviewers commend their effective communication and professionalism. While a small percentage note communication could improve, clients overwhelmingly appreciate their proactive and detailed approach to complex financial needs.
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
See all 12 projectsCoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.
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UndisclosedUndisclosed10 - 49London, England
Services provided
UK Business Consulting is an Accounting company. They provide Accounting and Financial Consulting and were launched in 1980. The company is located in London, England.
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$5,000+$50 - $99 / hr10 - 49T'bilisi, Georgia
Services provided
ACG - Audit & Consulting Group LLC is a small Finance & Accounting Outsourcing (FAO) company. Established in 2005, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
See all 20 projectsIndinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.
$1,000+$200 - $300 / hr10 - 49Services provided
See all 3 projects<p>Watter CPA is your trusted partner in accounting and advisory services. Located in Rockville, Maryland, we have been serving clients across various industries since 1988. Our firm, founded
Read more$1,000+$150 - $199 / hr10 - 49Ottawa, CanadaServices provided
See all 10 projectsZenbooks is a comprehensive accounting services company specializing in bookkeeping, tax preparation, financial advisory, and CPA services. The company is highly praised for its responsiveness, knowledge, and alignment with client values, with approximately 90% of reviews highlighting their professionalism and timely delivery. Some clients mentioned a need for improved project tracking and more tailored pricing solutions.
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UndisclosedUndisclosed10 - 49Bangkok, Thailand
Services provided
B-Accounting is a small Bangkok, Thailand-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
Services provided
Siac Consulting, an Accounting company, was established in 2006. The company provides Accounting and Corporate Law, and is small.
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UndisclosedUndisclosed10 - 49Ikeja, Nigeria
Services provided
NGK & Associates Limited is an Accounting company. Headquartered in Ikeja, Nigeria, the firm was founded in 2002. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Gwarinpa, Nigeria
Services provided
Located in Gwarinpa, Nigeria, Nemoz Consult Professional Services is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Abuja, Nigeria
Services provided
In Abuja, Nigeria, Olaoluwa & Co Chartered Accountants is a small Accounting company. Their services include Accounting and Financial Advising & Planning.
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
UndisclosedUndisclosed10 - 49Services provided
See all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
See all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
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UndisclosedUndisclosed10 - 49Blackburn , England
Services provided
Pierce Business Advisory & Accountancy Group is an Accounting company. The Blackburn , England-based team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Derby, England
Services provided
Mabe Allen LLP is an Accounting company. Located in Derby, England and Ilkeston, Derbyshire, England, the firm focuses on Accounting and Financial Advising & Planning.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Services provided
See all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
See all 22 projectsAppletree Business Services is a professional accounting firm offering a wide range of services including bookkeeping, tax preparation, and financial advisory. The company is highly praised for its responsiveness, expertise, and alignment with client values, with over 90% of reviews highlighting their effective project management and ability to meet client needs. Their team is noted for delivering timely, accurate financial solutions and maintaining high levels of client satisfaction.
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UndisclosedUndisclosed10 - 49Saint Paul, MN
Services provided
Accounting company Ramsay and Associates, Ltd. Is in Saint Paul, Minnesota. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
Services provided
Taylor Associates LLP is an Accounting company founded in 2012. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49York, England
Services provided
Change Accountants is an Accounting company. They are in York, England. Their team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Leeds, England
Services provided
Launched in 2010, Care Accountancy Ltd. Is an Accounting company. Based in Leeds, England and Birmingham, England, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Erlanger, KY
Services provided
Accounting company Chamberlin Owen & Co., CPAs focuses on Accounting and Business Consulting. They were founded in 2000.
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UndisclosedUndisclosedFreelancerAlameda, CA
Services provided
See all 1 projectsMaggie E. Chow, CPA offers services including Tax Preparation and bookkeeping, primarily focusing on preparing and filing income tax returns based on provided accounting books. The reviews emphasize the company's good value, budget-friendly pricing, and effective communication through in-person meetings, phone calls, and emails. Overall, clients express satisfaction with the results and report no areas for improvement.
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UndisclosedUndisclosed50 - 249Ridgefield, CT
Services provided
See all 1 projectsReynolds + Rowella offers CPA services with a focus on Tax Preparation and Financial Reporting for companies. The reviews highlight their expertise in managing complex tax situations, ensuring timely and accurate filings, and their ability to secure tax savings. Clients value their availability, communication, and the high-quality service provided, though they note the firm's services are relatively expensive.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
See all 1 projectsFocalPoint offers comprehensive financial services including bookkeeping, financial reporting, and financial analysis. The overall feedback from reviews indicates that clients appreciate their support in economic growth and value their alignment with company values, budget-friendly pricing, and positive culture fit.
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$1,000+$25 - $49 / hr50 - 249Duluth, GA
Services provided
NetPEO is an Accounting company. Headquartered in Duluth, Georgia, the agency was established in 2000. Their services include Accounting and HR Consulting.
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$10,000+$100 - $149 / hr50 - 249
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QueBIT is an Accounting and Financial Advising & Planning company founded in 2001. Based in Scarsdale, New York, the team provides Accounting and Financial Advising & Planning.
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$10,000+$150 - $199 / hr50 - 249Bruxelles, Belgium
Services provided
Fipra Bulgaria is an Accounting and PR firm. In Bruxelles, Belgium, their team offers Accounting and Public Relations.
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$5,000+$50 - $99 / hr50 - 249Beijing, China
Services provided
Zhongrui Yuehua is an Accounting company. They are located in Beijing, China and Beijing, Andorra and have midsize team. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerOmaha, NE
Services provided
Established in 2015, Barb Brady, LLC is a small Accounting company headquartered in Omaha, Nebraska. Their team focuses on Accounting.
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$1,000+$25 - $49 / hrFreelancerOrlando, FL
Services provided
Peter Freuler & Associates CPA, an Accounting company, was launched in 1984. The company specializes in Accounting.
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$1,000+$25 - $49 / hrFreelancerPhoenix, AZ
Services provided
Richard Avellone LLC, a small Accounting company, is in Phoenix, Arizona. The team provides Accounting.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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THORNTON Tax Firm LLC is a small Accounting company in St. Louis, Missouri. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancerSanta Rosa, CA
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Kenneth W. Escobar, CPA is an Accounting company. They are based in Santa Rosa, California and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Casablanca, Morocco
Services provided
M2T, an Accounting and IT managed services company, was founded in 2001. The agency focuses on Accounting and IT managed services, and is midsize.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Established in 1954, Mayer Hoffman McCann P.C., a midsize Accounting and Business Consulting company, is in Los Angeles, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Miller Kaplan Arase LLP, an Accounting and Business Consulting company, was established in 1941. Located in Los Angeles, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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RGP is a Los Angeles, California-based Accounting and Business Consulting company. Launched in 1996, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Victoriaville, Canada
Services provided
Groupe RDL is a midsize Victoriaville, Canada-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Orem, UT
Services provided
Accounting and Business Consulting company Squire & Company was launched in 1973. The midsize team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Glendale, CA
Services provided
Hutchinson and Bloodgood is an Accounting and Business Consulting company. Founded in 1922, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
Digital Marketing Reputation Agency is a PPC company and Accounting company. They are in Toronto, Canada and have midsize team. They specialize in Pay Per Click and Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Media Services is an Accounting and Business Consulting company. Their midsize team is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Manchester, NH
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InSync Staffing, an Accounting and HR Consulting company, was launched in 2011. The midsize team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249Rochester, MN
Services provided
Smith Schafer and Associates is an Accounting company. Founded in 1971, the firm is located in Rochester, Minnesota. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Brentwood, TN
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Rezult Group, Inc. Is an Accounting and Business Consulting company. The team offers Accounting and Business Consulting and is headquartered in Brentwood, Tennessee.
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UndisclosedUndisclosedFreelancerDes Moines, IA
Services provided
Clarity Accounting Services is an Accounting company. Founded in 2012, the team focuses on Accounting.
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UndisclosedUndisclosedFreelancerDes Moines, IA
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Fundamentax Financial Services is an Accounting company based in Des Moines, Iowa. Their services include Accounting.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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David P. Linderer, LLC. , an Accounting company, was established in 1990. The agency provides Accounting.
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UndisclosedUndisclosed50 - 249Richmond, VA
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Founded in 1944, Mitchell, Wiggins & Company is an Accounting and Business Consulting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Oro Valley, AZ
Services provided
Heinfeld Meech & Co., an Accounting and Business Consulting company, is in Oro Valley, Arizona. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Little Rock, AR
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FROST is a midsize Accounting and Finance & Accounting Outsourcing (FAO) company located in Little Rock, Arkansas. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerChula Vista, CA
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Bonilla Accounting Firm, an Accounting company, is located in Chula Vista, California. They focus on Accounting.
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UndisclosedUndisclosedFreelancerBrea, CA
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Accounting company Dennis Jao CPA, Bookkeeping and Accounting is headquartered in Brea, California. Established in 2006, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Chandler, AZ
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Accounting and Business Consulting company Wallace Plese + Dreher was founded in 1996. The agency specializes in Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed50 - 249Eden Prairie, MN
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Boulay is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the company is headquartered in Eden Prairie, Minnesota.
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UndisclosedUndisclosedFreelancerLafayette, LA
Services provided
Accounting company Steve M. Pressler, LLC was launched in 2007. The team focuses on Accounting and is in Lafayette, Louisiana.
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UndisclosedUndisclosedFreelancerLake Saint Louis, MO
Services provided
John Hoff CPA, PC is an Accounting company established in 1983. The team offers Accounting.
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List of the Best Accounting Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.3/40.017/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31/40.016.2/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$150 - $199 / hr2 - 9Toronto, Canada
Ability to deliver
30.6/40.016.2/20 Reviews6.3/10 Clients & Experience8.1/10 Market PresenceService focus
100% Accounting -
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
38/40.018/20 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 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
![How to Create a Budget for Accounting Services [With Template] cover image](https://img.shgstatic.com/clutch-static-prod/image/resize/715x400/s3fs-public/article/7dce8a5e1339227e397cf68f6f555f92.png)
Top Accountants and Accounting Firms
An accounting firm manages and analyzes a business’s financial activities. Core responsibilities include bookkeeping, preparing financial statements, filing taxes, and advising on cash flow and compliance. Many firms also offer strategic insights such as budgeting, forecasting, and risk management to help leadership make informed decisions. In short, accountants translate numbers into actionable business intelligence.
Typical offerings include:
- Bookkeeping & general ledger maintenance
- Payroll processing and payroll tax filings
- Tax preparation, planning, and advisory
- Audit and assurance (internal or external)
- Financial reporting under GAAP or IFRS
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CFO or controller outsourcing
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Specialized niches—estate planning, fiduciary accounting, or ERP system implementation Firms often bundle these services into customizable packages, letting you scale support as your organization grows.
Pricing depends on location, complexity, and scope:
- Basic monthly bookkeeping: $500–$2,000
- Full-service accounting (bookkeeping + payroll + tax): $2,000–$10,000 per month
- Annual audit for SMBs: $10,000–$50,000
- Hourly consulting: $100–$300+
Rates rise for Big Four–level audits, multi-entity consolidations, or highly regulated industries. Always request detailed proposals outlining deliverables, hourly rates, and any one-time fees.
Start by defining your must-have services and budget. Then:
- Check Clutch reviews for verified client experiences.
- Evaluate industry expertise—manufacturing, SaaS, nonprofit, etc.
- Confirm certifications (CPA, ACCA) and regulatory compliance.
- Assess communication style and tech stack (cloud platforms, automation tools).
- Request sample reports to gauge clarity and depth.
Shortlist two or three firms and schedule discovery calls before making a final decision.
- Lack of transparency about pricing or engagement scope
- Guarantees of “huge tax refunds” without context
- No proof of professional liability insurance
- Outdated software or resistance to cloud-based tools
- Slow or unclear communication during the proposal stage
If any of these arise, keep looking.
- Which industries do you specialize in?
- Who will be my day-to-day contact, and what are their qualifications?
- How do you ensure data security and confidentiality?
- What software platforms do you use, and can you integrate with our systems?
- How do you measure success and report on KPIs?
- Can you provide references for similar engagements?
Well-prepared answers indicate a firm’s readiness to support your business.
Outsourcing gives you on-demand access to a multidisciplinary team such as tax specialists, auditors, and CFO-level advisors, often at a lower cost than maintaining full-time staff. You also gain independent oversight, reduced fraud risk, and scalable expertise as your company expands.
Bookkeepers focus on daily transaction recording and basic reconciliations. Certified Public Accountant (CPA) firms can perform audits, represent you before tax authorities, and provide higher-level advisory services. Growing businesses often start with bookkeeping, then engage a CPA firm for complex compliance and strategic guidance.