Top Accountants and Accounting Firms
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Featured
What are Featured Providers?
$1,000+$100 - $149 / hr50 - 249New York, NYServices provided
See 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.
Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
See all 32 projectsGeorge Dimov, CPA is an accounting services firm specializing in tax preparation, bookkeeping, payroll, and financial advisory. Reviews highlight an impressive 100% positive feedback for their professionalism, responsiveness, and timely delivery. Notably, 88% of reviewers commend their ability to address complex financial situations and provide tailored recommendations, showcasing their expertise in financial reporting and tax filing.
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
See all 12 projectsCoCountant is an accounting services firm offering bookkeeping, financial reporting, and tax preparation. Reviews suggest they are highly valued for their responsiveness and accuracy, with over 90% of feedback highlighting timely and reliable service. Approximately 75% of reviewers noted their competitive pricing and effective communication, although some suggested the addition of direct phone support and enhanced data visualization.
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UndisclosedUndisclosed10 - 49Luton, England
Services provided
Account-Ease is an Accounting company headquartered in Luton, England. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Alsun Bookkeeping and Taxation is an Accounting company. They are located in Dubai, United Arab Emirates. Their team provides Accounting and Commercial Financing.
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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 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.
$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 9 projectsZenbooks is a professional accounting services firm offering comprehensive solutions, including bookkeeping, financial reporting, tax preparation, and CFO services. Across various reviews, 100% of clients commend Zenbooks for their timeliness, responsiveness, and knowledgeable staff, though 20% suggest improvements in project visibility and customized pricing. Clients consistently highlight Zenbooks' commitment to understanding their business goals and providing personalized, high-quality service.
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$10,000+$100 - $149 / hr10 - 49Lagos, Nigeria
Services provided
Founded in 2019, Adroit Advisors is a small Accounting company based in Lagos, Nigeria and Ikeja, Nigeria. Their team offers Accounting and Financial Consulting.
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$1,000+Undisclosed10 - 49Memphis, TN
Services provided
Accounting company Whirks is located in Memphis, Tennessee. They provide Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
Services provided
The Weft - Accounting & Bookkeeping Services Sydney is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team provides Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Montréal, Canada
Services provided
See all 2 projectsT2inc.ca provides comprehensive accounting services, including tax preparation, bookkeeping, and accounting audits. The reviews highlight their fast service delivery, fair pricing, and effective online communications. Clients appreciate their affordability, rapid response, and overall ease of working with the team.
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$1,000+$200 - $300 / hr50 - 249Elk Grove Village, IL
Services provided
In Elk Grove Village, Illinois and McHenry, Illinois, Porte Brown LLC is a midsize Accounting company. Their services include Accounting and cloud consulting & SI.
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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 comprehensive accounting services firm specializing in bookkeeping, financial reporting, tax preparation, and financial advisory. The firm consistently receives positive feedback, with 100% of reviewers highlighting their reliable project management, clear communication, and timely compliance with statutory deadlines, thereby ensuring clients receive accurate financial reporting and proactive tax planning.
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UndisclosedUndisclosed2 - 9
Services provided
Paul Marks & Co is an Accounting company. The London, England-based agency was founded in 2002. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Plovdiv, Bulgaria
Services provided
BGACCOUNT LTD is an Accounting company. The small Plovdiv, Bulgaria-based team provides Accounting and Business Consulting. The company was established in 2018.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Services provided
See all 1 projectsAlexander Accountants, CPAs is an accounting services firm specializing in tax preparation, financial reporting, and financial advisory. Reviews highlight their expertise and effective tax-saving strategies, achieving significant client savings. Clients praise their communication and accuracy, with 100% positive feedback noting their knowledge and timely project delivery.
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
See all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
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UndisclosedUndisclosed2 - 9
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Start It Up, an Accounting company, was founded in 2019. The company offers Accounting and Business Consulting, and is small.
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Undisclosed$25 - $49 / hr2 - 9Mumbai, India
Services provided
Accounting company Signatax Solutions was established in 2020. The small team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr2 - 9Crawley, England
Services provided
Headquartered in Crawley, England, Gatwick Accountant is an Accounting company. They focus on Accounting and Tax Law and were founded in 2014.
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$1,000+$100 - $149 / hr2 - 9Calgary, Canada
Services provided
ValueNode Accounting Professional Corporation is an Accounting company. The Calgary, Canada-based agency was established in 2024. Their services include Accounting and Financial Consulting.
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$1,000+$200 - $300 / hr2 - 9
Services provided
Nagel & Padilla is a small Accounting company. They specialize in Accounting and Tax Law and were launched in 2020.
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Undisclosed$100 - $149 / hr2 - 9
Services provided
Located in Tampa, Florida, Number Navigators is an Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
Services provided
Accounting company TVR ACCOUNTING is in Pakenham, England. They provide Accounting and Financial Advising & Planning and were founded in 2015.
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$1,000+$100 - $149 / hr2 - 9Brooklyn, NY
Services provided
Accounting company SAP & SAP CORP was founded in 2019. Headquartered in Brooklyn, New York, the team focuses on Accounting and Transcription.
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UndisclosedUndisclosed2 - 9Las Piñas, Philippines
Services provided
MUM Tax and Accounting Services is an Accounting company. Based in Las Piñas, Philippines, the firm was established in 2015. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
Support Your Books is an Accounting company. Located in Fresno, California, the company was established in 2025. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$100 - $149 / hr2 - 9Ciudad Nezahualcóyotl, Mexico
Services provided
Despacho Contable Olivier & Company is an Accounting company. The team is headquartered in Ciudad Nezahualcóyotl, Mexico, and their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9
Services provided
Wealthovation Global is an Accounting company. Based in Sri Ganganagar, India, their team offers Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr2 - 9
Services provided
Founded in 2024, Prospera Group USA LLC is an Accounting company. The agency provides Accounting and Tax Law, and is small.
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UndisclosedUndisclosed2 - 9Birkirkara, Malta
Services provided
Launched in 2023, EGM Assurance is a small Accounting company based in Birkirkara, Malta. Their team offers Accounting and Financial Consulting.
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Undisclosed$150 - $199 / hr2 - 9
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Accounting company VAO CPA LLC was founded in 2021. The firm provides Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$200 - $300 / hr2 - 9
Services provided
Based in Phoenix, Arizona, JoinCleared is an Accounting company. Launched in 2026, the team focuses on Accounting and Tax Law.
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Undisclosed< $25 / hr10 - 49Yakkala, Sri Lanka
Services provided
WixCorporate is a Yakkala, Sri Lanka-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
Services provided
Located in Maribyrnong, Australia, Versa Advisory is an Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
Services provided
SK Financial Services is an Accounting company launched in 2017. The agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
Services provided
Accounting company PSD Filing is headquartered in. Their services include Accounting and Intellectual Property Law.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
RFZ Accounting is an Accounting company in Dubai, United Arab Emirates. Launched in 2021, the team offers Accounting and Tax Law.
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Undisclosed< $25 / hr10 - 49
Services provided
Accounting company Atnex Solutions was launched in 2021. The small team focuses on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Edison, NJ
Services provided
PAT Business Services LLC is an Accounting company. Launched in 2021, their team provides Accounting and Graphic Design.
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$1,000+< $25 / hr10 - 49Greater Noida, India
Services provided
Ledger Verse Advisors Pvt Ltd, an Accounting company, is in Greater Noida, India. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2020.
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$1,000+< $25 / hr10 - 49San Jose, CA
Services provided
Docfyle Advisory Private Limited is a small Accounting company launched in 2022. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Issaquah, WA
Services provided
Net-Income pros is an Issaquah, Washington-based Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed250 - 999Pune, India
Services provided
See all 1 projectsBSMART specializes in financial consultancy, audit assistance, and regulatory compliance, offering services such as bookkeeping, financial reporting, and tax preparation. Clients praise their personalized approach, expertise, and professionalism. While their meticulous work occasionally results in longer turnaround times, the quality of their output remains exceptional, making BSMART a trusted partner for top-tier financial services.
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$1,000+$25 - $49 / hr250 - 999Ahmedabad, India
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CONFIANCE BIZSOL PRIVATE LIMITED is an Accounting company located in Laguna Beach, California and Miami, Florida. Established in 2017, the team offers Accounting and Back Office Outsourcing.
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$1,000+< $25 / hr250 - 999Ahmedabad, India
Services provided
Back Office Outsourcing company NCSGX is based in Ahmedabad, India and Toronto, Canada. The team offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed1,000 - 9,999Rio de Janeiro , Brazil
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See all 1 projectsPwC is a global network of separate and independent firms that work seamlessly in providing Business Consulting, Tax and Corporate Consulting, Auditing and Outsourcing services. The most strategic
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UndisclosedUndisclosed2 - 9Vienna, VA
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See all 1 projectsRAS CPA offers a full range of Certified Public Accountants and accounting professional placement services. We've grown our business by helping our clients grow theirs, especially in respect of
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Undisclosed< $25 / hr250 - 999Ahmedabad, India
Services provided
See all 3 projectsKMK Ventures Private Limited is a professional firm providing comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. Reviewers highlight their expertise and dedication, with 100% positive feedback emphasizing a well-organized workflow and responsive communication. Notably, their team of over 200 professionals ensures reliable and secure accounting solutions tailored to client needs.
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UndisclosedUndisclosed50 - 249Oxford, England
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See all 2 projectsShaw Gibbs offers services that facilitate communication and support business expansion, effectively contributing to increased revenue and employee growth. The overall feedback from their clients highlights their efficient service delivery and cost-effective pricing, which are consistently noted as impressive aspects of their partnership.
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Undisclosed$50 - $99 / hrFreelancer
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See all 2 projectsACCOBEE Accountants and Bookkeepers provides essential bookkeeping and financial analysis services, tailored to meet budgetary constraints. Client feedback highlights their effective communication and timely delivery, although there is a suggestion for software enhancement. Overall, ACCOBEE is recognized for its reliable and professional handling of accounting tasks.
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$1,000+$100 - $149 / hr1,000 - 9,999Washington, DC
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See all 1 projectsBlock Advisors offers comprehensive accounting services, including Bookkeeping, Tax Preparation, Financial Reporting, and CPA services. The overall feedback highlights their effective and successful deliverables, though some reviews suggest room for improvement in customer service. The company is praised for its budget-friendly pricing and effective virtual communication.
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UndisclosedUndisclosed50 - 249Sarasota, FL
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See all 1 projectsKerkering Barberio offers a comprehensive range of accounting services, including tax preparation, audit services, and financial reporting. Overall feedback highlights their professional expertise and effective communication, with clients particularly noting their positive reviews, geographic convenience, and cultural fit. The firm is highly recommended for their reliable and thorough financial services.
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UndisclosedUndisclosed2 - 9San Jose, CA
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See all 1 projectsDunham Associates CPAs provides comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. The reviews highlight the firm's effective financial analysis and consistent communication, leading to increased revenue and high customer satisfaction. Clients appreciate the firm's professionalism, alignment with company values, and budget-friendly pricing.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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See all 1 projectsAGX provides accounting and VAT-related services with a focus on streamlining and improving accounting processes. Reviews highlight AGX's professionalism, timely service, and genuine interest in understanding and growing with client businesses. Their team is noted for being approachable yet professional, contributing to achieving financial stability for clients.
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UndisclosedUndisclosed2 - 9San Diego, CA
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See all 1 projectsChristian Accounting and Payroll Services offers comprehensive services including Accounting, Payroll Services, and Corporate year-end work. Clients commend their excellent communication, quality financial reports, and proactive approach, with a notable mention of their accessibility and personalized service. The firm’s competitive pricing and ability to exceed client expectations are recurrent themes in the feedback.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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See all 1 projectsMWB Accountants offers audit services and financial analysis, focusing on comprehensive financial auditing for clients. Reviews highlight their professionalism, timely service, and seamless workflow, with a particular commendation for their industry-specific knowledge and the expertise of their Director, Michael.
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UndisclosedUndisclosed1,000 - 9,999Enterprise, AL
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See all 1 projectsCarr, Riggs & Ingram offers comprehensive accounting services including payroll, tax preparation, and electronic filing. The overall feedback is positive, highlighting their effectiveness in managing taxes and payroll, and their strong communication through in-person meetings, phone calls, and emails. The partnership is seen as successful with no areas for improvement noted.
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List of the Best Accounting Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.6/40.017.4/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$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+< $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 -
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 -
UndisclosedUndisclosed50 - 249Wrocław, Poland
Ability to deliver
30.7/40.016.6/20 Reviews6.8/10 Clients & Experience7.3/10 Market PresenceService focus
70% Accounting30% Other -
$1,000+$150 - $199 / hr2 - 9Toronto, Canada
Ability to deliver
30.6/40.016.2/20 Reviews6.3/10 Clients & Experience8.1/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
30.4/40.016.4/20 Reviews9.3/10 Clients & Experience4.7/10 Market PresenceService focus
100% Accounting -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% 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 - 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 -
$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
28/40.013.6/20 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 -
$10,000+< $25 / hr1,000 - 9,999Sugar Land, TX
Ability to deliver
27.6/40.017.4/20 Reviews3.7/10 Clients & Experience6.5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other
Latest Accounting Articles
See all articles
5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
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Top Accountants and Accounting Firms
An accounting firm manages and analyzes a business’s financial activities. Core responsibilities include bookkeeping, preparing financial statements, filing taxes, and advising on cash flow and compliance. Many firms also offer strategic insights such as budgeting, forecasting, and risk management to help leadership make informed decisions. In short, accountants translate numbers into actionable business intelligence.
Typical offerings include:
- Bookkeeping & general ledger maintenance
- Payroll processing and payroll tax filings
- Tax preparation, planning, and advisory
- Audit and assurance (internal or external)
- Financial reporting under GAAP or IFRS
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CFO or controller outsourcing
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Specialized niches—estate planning, fiduciary accounting, or ERP system implementation Firms often bundle these services into customizable packages, letting you scale support as your organization grows.
Pricing depends on location, complexity, and scope:
- Basic monthly bookkeeping: $500–$2,000
- Full-service accounting (bookkeeping + payroll + tax): $2,000–$10,000 per month
- Annual audit for SMBs: $10,000–$50,000
- Hourly consulting: $100–$300+
Rates rise for Big Four–level audits, multi-entity consolidations, or highly regulated industries. Always request detailed proposals outlining deliverables, hourly rates, and any one-time fees.
Start by defining your must-have services and budget. Then:
- Check Clutch reviews for verified client experiences.
- Evaluate industry expertise—manufacturing, SaaS, nonprofit, etc.
- Confirm certifications (CPA, ACCA) and regulatory compliance.
- Assess communication style and tech stack (cloud platforms, automation tools).
- Request sample reports to gauge clarity and depth.
Shortlist two or three firms and schedule discovery calls before making a final decision.
- Lack of transparency about pricing or engagement scope
- Guarantees of “huge tax refunds” without context
- No proof of professional liability insurance
- Outdated software or resistance to cloud-based tools
- Slow or unclear communication during the proposal stage
If any of these arise, keep looking.
- Which industries do you specialize in?
- Who will be my day-to-day contact, and what are their qualifications?
- How do you ensure data security and confidentiality?
- What software platforms do you use, and can you integrate with our systems?
- How do you measure success and report on KPIs?
- Can you provide references for similar engagements?
Well-prepared answers indicate a firm’s readiness to support your business.
Outsourcing gives you on-demand access to a multidisciplinary team such as tax specialists, auditors, and CFO-level advisors, often at a lower cost than maintaining full-time staff. You also gain independent oversight, reduced fraud risk, and scalable expertise as your company expands.
Bookkeepers focus on daily transaction recording and basic reconciliations. Certified Public Accountant (CPA) firms can perform audits, represent you before tax authorities, and provide higher-level advisory services. Growing businesses often start with bookkeeping, then engage a CPA firm for complex compliance and strategic guidance.