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Featured
What are Featured Providers?
$1,000+$100 - $149 / hr50 - 249New York, NYServices provided
100% AccountingSee all 31 projects1-800Accountant is a professional firm specializing in accounting services such as bookkeeping, tax preparation, and financial advisory. Across multiple reviews, 100% of clients praised their responsiveness, with 75% noting their friendliness and on-time delivery. Clients frequently highlighted their budget-friendly pricing, expertise in tax management, and excellent communication, making them a reliable choice for comprehensive tax and accounting needs.
4 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 — A medical dosimetry provider was looking to alleviate their tax concerns and business operations, so they engaged with 1-800Accountant for their tax management and consultancy services. Read moreWas this helpful?
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 35 projectsGeorge Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client noted significant tax savings due to strategic advice, while another highlighted the team's thorough audit process that provided actionable insights. Overall, the sentiment is highly positive, with clients appreciating timely delivery and problem-solving capabilities, though some mentioned minor communication delays. The firm is recognized as a reliable partner for tax and audit services.Was this helpful?
13 of 14 Accounting reviews are 5 stars3 new reviews 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 diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketingWas this helpful?
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)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.
Industry Experience
CoCountant has demonstrated expertise in various industries, including Telecommunications, Information Technology, Healthtech, Non-profit, and other sectors. Clients commend them for their reliable bookkeeping, timely financial reporting, and strategic insights. In Telecommunications, they excelled in monthly bookkeeping and consultation; in IT, they provided thorough financial management; in Healthtech and Non-profits, they gained praise for improving financial visibility and reducing workloads. Overall, sentiment is highly positive across these sectors, highlighting CoCountant's value in enhancing financial operations.
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Non-profit Software Healthcare Information technology TelecommunicationsWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.Was this helpful?
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View PackagesController-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.Was this helpful?
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UndisclosedUndisclosed10 - 49Delhi, India
Services provided
25% Accounting25% Business Consulting25% Corporate Law +1 service25% CybersecurityDinesh Aarjav and Associates Chartered Accountants is a Cybersecurity company headquartered in Delhi, India and New Delhi, India. Their services include Cybersecurity and Business Consulting.
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UndisclosedUndisclosed10 - 49Calgary, Canada
Services provided
25% Accounting50% Finance & Accounting Outsourcing (FAO)25% Financial ConsultingEstablished in 2013, Accountant Calgary is a Finance & Accounting Outsourcing (FAO) company. The agency specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 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.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent reviews of indinero highlight their exceptional responsiveness, effective project management, and ability to simplify complex financial matters. Clients from diverse sectors, such as financial services and marketing, noted significant improvements in financial organization and cash flow management. One client praised their communication and support, stating the partnership felt genuinely collaborative. Overall, sentiment is overwhelmingly positive, with no major areas for improvement identified, underscoring indinero's value as a financial partner.Was this helpful?
15 of 15 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$50,000 – $199,999 avg. project costRead 15 ReviewsAccounting PROJECT HIGHLIGHT
Bookkeeping & Tax Services for HealthTech Firm
5.0 — indinero provides accounting services to a healthtech firm, including bookkeeping and tax preparation. Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback highlights that inDinero provides excellent value for money, with several clients noting that their pricing fits within budget constraints while delivering high-quality services. For instance, one client emphasized the 'good value for cost' and another mentioned their 'flexible pricing' structure. Overall sentiment reflects satisfaction with the efficiency and responsiveness of the team, making their services a worthwhile investment for improving financial management.Was this helpful?
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New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)Was this helpful?
$1,000+$200 - $300 / hr10 - 49Services provided
60% Accounting20% Business Valuation Services20% Fractional CFO ServicesSee 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
25% Accounting25% Finance & Accounting Outsourcing (FAO)20% Fractional CFO Services +3 services10% Back Office Outsourcing10% Business Consulting10% Financial ConsultingSee 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.
Reviews mention Timely
Overall, the sentiment regarding Zenbooks' timeliness is highly positive. Clients consistently noted their ability to deliver on time, with one stating they 'never left us wondering where things stood.' Another client emphasized the 'on time, error-free payroll and accounting,' while a third highlighted their 'good project management' and timely deliverables. Despite a few suggestions for improved visibility on projects, the general consensus reflects satisfaction with Zenbooks' punctuality and responsiveness.-
Bookkeeping Services for Outsourced Conscious Sales Agency
5.0 Jul 21, 2023On-time and accurate delivery of needed tasks, as mentioned in the project description portion. Yes, 90%+ of the time. The only time things were delayed was when payroll would fall on a day that the person assigned to my account does not work (Fridays), which has definitely caused some issues.
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Accounting Services for Commercial Real Estate Company
5.0 Jul 19, 2023Bookkeeping is up to date, reconciliations and payables all on time. Year Ends were filed and completed on time. Project management is very good. Deliverables are on time and process is smooth and efficient.
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Bookkeeping & Tax Filing Service for Corporate Travel Firm
5.0 Jul 13, 2023Always deliver on time as agreed to in our service agreement. Quick to respond when we have any questions, and very accessible.
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Accounting Services for AI-Powered Platform
5.0 Mar 19, 2026Zenbooks has completed our financials and taxes with accuracy and timeliness. The team has also helped us with faster month-end closing and filing-ready financials. Zenbooks' project management is good, and they deliver on time.
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Bookkeeping Services for Reverse Sourcing Platform
5.0 Mar 19, 2026Zenbooks delivers on time and provides high-quality work and support. They usually answer within 72 hours, which we appreciate. Zenbooks respects deadlines in most of the cases.
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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 expertise across multiple industries, including Advertising & Marketing, Business Services, Sports, Information Technology, Financial Services, Hospitality & Leisure, Real Estate, and Medical. Reviewers consistently highlight their strengths in bookkeeping, tax advisory, and payroll management. Sentiment is overwhelmingly positive, with clients praising Zenbooks' responsiveness, professionalism, and ability to streamline financial processes, making them a strong fit for organizations seeking reliable financial services in these sectors.
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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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$1,000+Undisclosed10 - 49
Services provided
25% Accounting25% Business Consulting10% Banking Law +4 services10% Corporate Law10% Corporate Relocation10% Finance Law10% Tax LawQuick Venture, a small Business Consulting company, is headquartered in Dubai, United Arab Emirates. The team offers Business Consulting and Accounting.
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$1,000+$300+ / hr10 - 49Miami, FL
Services provided
25% Accounting50% Compliance Consulting25% Financial ConsultingCompliance Consulting company The Molieri Group LLC provides Compliance Consulting and Accounting. They were established in 2016.
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UndisclosedUndisclosed10 - 49
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingCBM Accounting UAE is a Business Consulting company founded in 2010. Based in Ilford, England and Dubai, United Arab Emirates, the team offers Business Consulting and Accounting.
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Undisclosed< $25 / hr10 - 49
Services provided
25% Accounting50% Financial Advising & Planning25% Commercial FinancingHelprize, a small Financial Advising & Planning company, is based in. The team focuses on Financial Advising & Planning and Commercial Financing.
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$1,000+$25 - $49 / hr10 - 49Islamabad, Pakistan
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +3 services10% Business Valuation Services10% Financial Consulting5% Funding & InvestmentSmall Business Consulting company OPTIMA Business Consulting, is based in Islamabad, Pakistan. Their services include Business Consulting and Accounting.
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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?
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
100% AccountingSee 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.
Reviews mention Reliable
Clients consistently highlight Wasserman Accounting CPA's reliability in managing essential accounting tasks. One client noted their 'steady project management,' with most deliverables completed on time and clear communication maintained throughout the process. Another praised their 'consistent' handling of accounting needs, emphasizing compliance and organization without complications. Overall, the sentiment reflects a strong appreciation for the company's dependable service and commitment to meeting statutory deadlines.-
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. They provided updates when required and handled tasks in a reliable, organised way.
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2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In recent reviews, clients highlight Wasserman Accounting CPA's reliability and proactive communication. One client noted their impressive consistency in managing essential accounting tasks and meeting statutory deadlines, while another emphasized their focus on delivering clean financial statements and proactive tax planning. Overall, feedback reflects a high level of satisfaction with their project management and responsiveness, with no reported areas for improvement, indicating a strong fit for businesses seeking dependable financial support.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.Was this helpful?
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UndisclosedUndisclosed10 - 49
Services provided
25% Accounting25% Commercial Financing25% Financial Advising & Planning +1 service25% Financial ConsultingAventus Consultants is a Commercial Financing company. The small Dagenham, England-based team offers Commercial Financing and Accounting. The firm was established in 2014.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
Services provided
25% Accounting25% Business Consulting25% Compliance Consulting +1 service25% Corporate Travel ManagementBusiness Consulting company LFL International Group was established in 2000. The firm specializes in Business Consulting and Accounting, and is small.
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Featured
What are Featured Providers?
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 comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
Reviews mention Timely
Overall, clients express strong satisfaction with Appletree Business Services' timeliness. They consistently meet deadlines and deliverables, as noted by a client who highlighted their 'great project management' and 'timely' completion of tasks. Another client emphasized that all items were delivered on time, ensuring a smooth transition of financial processes. Feedback indicates that Appletree is proactive in communication and responsive to inquiries, contributing to a seamless experience for their clients.-
Bookkeeping Services for Debt Consolidation Services Co
5.0 Sep 26, 2024They deliver on time.
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Bookkeeping & Tax Services for Biopharmaceutical Company
4.5 Mar 8, 2024Successfully transitioned all internal financial processes to Appletree in a timely fashion. There was very little delay in submission of invoices and collection of payments.
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Accounting Services for Step Stool Manufacturing Company
5.0 Feb 13, 2024Yes, everything was done in a timely manner.
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Acccounting Services for Industrial Machinery Manufacturer
5.0 Nov 6, 2023There have been a lot of questions and a lot of things to set up with the new Quickbooks system as well as making sure all tax items are paid on time, and the team has been very helpful with all of that.
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Accounting Services for Wedding Venue Management Company
5.0 Oct 26, 2023They were very organized with project management and delivered items in a timely manner.
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3 of 3 reviews are 5 stars1 new review for Accounting servicesLess than $10,000 avg. project costRead 3 Recent ReviewsReviewed 3 times in the past 6 months
Recent reviews for Appletree Business Services reflect a strong overall sentiment, highlighting professionalism and expertise. Clients commend Patrick's proactive approach and sound business advice, noting significant benefits in growth and financial planning. One reviewer emphasized the team's cohesion and dedication, while another praised their efficient project management and timely deliverables. Overall, clients express high satisfaction with no reported areas for improvement, indicating that Appletree is a reliable partner for various business needs.Was this helpful?
14 of 16 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 16 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Flooring Company
4.5 — Appletree Business Services provides accounting services for a flooring company. The team is responsible for maintaining accurate monthly financials, reconciling monetary transactions, and managing Read moreWas this helpful?
Industry Experience
Appletree Business Services has demonstrated strong expertise in various industries including real estate, advertising & marketing, construction, business services, financial services, home services, and manufacturing. Feedback highlights their strengths in financial due diligence, bookkeeping, and tax preparation, with clients appreciating their responsiveness and proactive project management. Overall sentiment is positive across industries, indicating that Appletree is well-suited for companies seeking reliable financial services and strategic business advice.
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Advertising & marketing Construction Other Industry Business services Home Services Financial services Manufacturing Hospitality & leisure Wellness & Fitness Real estate DesignWas this helpful?
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UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
25% Accounting25% HR Consulting25% HR Outsourcing +1 service25% Recruitment Process OutsourcingSERVIQ BPO Limited is an Accounting company. They were established in 2018, and their services include Accounting and HR Outsourcing.
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UndisclosedUndisclosed10 - 49
Services provided
25% Accounting25% Business Consulting25% HR Consulting +1 service25% Recruitment Process OutsourcingYours Faithfully Advisors LLP is a Business Consulting company. Based in , their small team specializes in Business Consulting and Accounting. The firm was launched in 2016.
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$1,000+< $25 / hr10 - 49Karachi, Pakistan
Services provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)25% Fractional CFO Services +1 service25% Tax LawTirsol, a Finance & Accounting Outsourcing (FAO) company, was founded in 2017. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Harbour city, Hong Kong
Services provided
25% Accounting25% Business Consulting25% Corporate Relocation +1 service25% Finance & Accounting Outsourcing (FAO)Established in 1996, Mckallen is a Business Consulting company. Based in Harbour city, Hong Kong and Gurugram, India, the team provides Business Consulting and Finance & Accounting Outsourcing
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
25% Accounting25% Business Consulting25% Corporate Law +1 service25% Financial ConsultingBusiness Consulting company Dominic and Partners is located in Dubai, United Arab Emirates and Dubai, United Arab Emirates. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49Richmond, TX
Services provided
25% Accounting25% Commercial Financing25% Financial Advising & Planning +1 service25% Financial ConsultingCriterion Business Services is a small Commercial Financing company. Established in 2020, the team offers Commercial Financing and Accounting.
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$1,000+$50 - $99 / hr10 - 49
Services provided
25% Accounting25% Business Consulting25% Corporate Law +1 service25% Tax LawFounded in 2020, Startup Consultancy is a Business Consulting company. The team specializes in Business Consulting and Accounting.
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$10,000+$25 - $49 / hr10 - 49Ottawa, Canada
Services provided
25% Accounting25% Financial Advising & Planning25% Financial Consulting +1 service25% Funding & InvestmentRothwell Funding is a small Accounting company. Launched in 2019, the team offers Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
Services provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)25% Financial Advising & Planning +1 service25% Fractional CFO ServicesLaunched in 2020, Shami Tree Business Advisors Private Limited is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49
Services provided
25% Accounting25% Business Consulting20% Back Office Outsourcing +2 services20% Finance & Accounting Outsourcing (FAO)10% Fractional CFO ServicesBusiness Consulting company DMA Business Strategist was founded in 2015. The team focuses on Business Consulting and Accounting.
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$10,000+$25 - $49 / hr10 - 49
Services provided
25% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO) +1 service25% Financial Advising & PlanningSixstonecapital, a Business Consulting company, is located in Delhi, India. They offer Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed10 - 49
Services provided
25% Accounting25% Back Office Outsourcing25% Business Consulting +1 service25% Fractional CFO ServicesHeadquartered in Ottawa, Canada, Astral Solutions is a Business Consulting company. They focus on Business Consulting and Back Office Outsourcing.
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$1,000+$100 - $149 / hr10 - 49Brampton, Canada
Services provided
25% Accounting25% Financial Advising & Planning25% Financial Consulting +1 service25% Tax LawMPCPA Professional Corporation is an Accounting company established in 2018. The team provides Accounting and Financial Advising & Planning and is in Brampton, Canada.
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$1,000+$50 - $99 / hr10 - 49
Services provided
25% Accounting35% Market Research25% Business Consulting +1 service15% Marketing StrategyBusiness Curative is a Market Research company established in 2023. Located in New Delhi, India, the team offers Market Research and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
Services provided
25% Accounting25% Financial Advising & Planning25% Financial Consulting +3 services15% Funding & Investment5% Commercial Financing5% Digital Asset ManagementBased in Surrey, Canada, AccEdge is an Accounting company. They offer Accounting and Financial Advising & Planning and were founded in 2024.
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$10,000+Undisclosed10 - 49Clearwater, FL
Services provided
25% Accounting25% Financial Advising & Planning25% Financial Consulting +1 service25% Fractional CFO ServicesAdvisorOne, an Accounting company, was launched in 2022. Located in Clearwater, Florida, the team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
Services provided
25% Accounting25% Financial Advising & Planning25% Financial Consulting +1 service25% Fractional CFO ServicesM&L Consulting is a small Financial Advising & Planning company. They focus on Financial Advising & Planning and Accounting and were launched in 2020.
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$1,000+< $25 / hr10 - 49
Services provided
25% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO) +1 service25% Financial Advising & PlanningJAKS Australia, a Business Consulting company, was launched in 2018. The team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49
Services provided
25% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO) +1 service25% Financial Advising & PlanningFire Fly Accountancy is a Business Consulting company established in 2010. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO) and is located in Clovis, California.
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$5,000+< $25 / hr10 - 49
Services provided
25% Accounting25% Back Office Outsourcing25% Commercial Financing +1 service25% Financial Advising & PlanningMRE Partners LLP is a Back Office Outsourcing company established in 2005. Located in Mississauga, Canada, the team specializes in Back Office Outsourcing and Commercial Financing.
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$5,000+$25 - $49 / hr10 - 49
Services provided
25% Accounting25% Financial Advising & Planning20% Financial Consulting +2 services20% Funding & Investment10% Business Valuation ServicesEstablished in 2014, WHITE PAPER ADVISORY is a Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
25% Accounting15% Financial Advising & Planning10% Business Valuation Services +5 services10% Commercial Financing10% Digital Asset Management10% Financial Consulting10% Funding & Investment10% Insurance Services & BrokersRay And Insight Chartered Accountants L.L.C is a Dubai, United Arab Emirates-based Accounting company. They specialize in Accounting and Financial Advising & Planning.
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$25,000+< $25 / hr10 - 49
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingEstablished in 2023, Carvy Consultants is a Business Consulting company. The company provides Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49
Services provided
25% Accounting50% Financial Consulting25% Financial Advising & PlanningFinko Consulting is a Helsinki, Finland-based Financial Consulting company. Their services include Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
Services provided
25% Accounting20% Commercial Financing20% Corporate Law +2 services20% Financial Consulting15% Financial Advising & PlanningCGCA Global is an Accounting company headquartered in Emirates, United Arab Emirates. They provide Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Pune, India
Services provided
25% Accounting25% Financial Advising & Planning15% Financial Consulting +4 services10% Commercial Financing10% Finance & Accounting Outsourcing (FAO)10% Funding & Investment5% Insurance Services & BrokersAccunex Solution is an Accounting company. The team is located in Pune, India, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Delhi, India
Services provided
25% Accounting40% Financial Advising & Planning35% Financial ConsultingKKKD & CO, a Financial Advising & Planning company, is in Delhi, India. The team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49
Services provided
25% Accounting70% Business Consulting5% Business Valuation ServicesAl Moheet Business Setup Consultant in Dubai, UAE is a Business Consulting company. They specialize in Business Consulting and Accounting and are in Dubai, United Arab Emirates.
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$5,000+$100 - $149 / hr10 - 49Fort Myers, FL
Services provided
25% Accounting30% Financial Consulting25% Business Valuation Services +1 service20% Finance & Accounting Outsourcing (FAO)Noack & Company is a Financial Consulting company. Headquartered in Fort Myers, Florida, the company was founded in 2007. Their team focuses on Financial Consulting and Accounting.
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$1,000+< $25 / hr10 - 49
Services provided
25% Accounting25% AI Agents20% IT Managed Services +2 services20% Web Design10% Social Media MarketingAccounting company One Smart Biz was launched in 2023. The team offers Accounting and AI Agents and is located in Doha, Qatar.
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$1,000+$50 - $99 / hr10 - 49
Services provided
25% Accounting30% Financial Consulting15% Business Valuation Services +3 services15% ERP Consulting and SI10% BI & Big Data Consulting & SI5% Financial Advising & PlanningEstablished in 2022, SynergyStrat Consulting is a Financial Consulting company. The small team specializes in Financial Consulting and Accounting.
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$1,000+< $25 / hr10 - 49
Services provided
25% Accounting30% Business Valuation Services15% Financial Consulting +3 services10% Digital Asset Management10% Funding & Investment10% Insurance Services & BrokersFounded in 2025, haadi tax and accountants is a small Business Valuation Services company. Their team offers Business Valuation Services and Accounting.
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UndisclosedUndisclosed10 - 49Arnhem, Netherlands
Services provided
25% Accounting25% Business Valuation Services25% Financial Advising & Planning +1 service25% Financial ConsultingFounded in 2015, Amanah Boekhouding & Belastingadvies, a small Accounting company, is in Arnhem, Netherlands. Their services include Accounting and Financial Consulting.
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$1,000+$25 - $49 / hr10 - 49Dhahran, Saudi Arabia
Services provided
25% Accounting35% Business Consulting20% Compliance Consulting +1 service20% HR OutsourcingTax it is a Business Consulting company. Located in Dhahran, Saudi Arabia, their small team offers Business Consulting and Accounting. The company was established in 2021.
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$1,000+< $25 / hr2 - 9New Delhi, India
Services provided
15% Accounting50% HR Outsourcing20% HR Consulting +2 services10% Business Consulting5% Corporate Training & CoachingSee all 1 projectsRapport HR Solutions provides comprehensive business registration services, including Trade License, GST Registration, and Import-Export Code, among others. Reviews consistently highlight their deep industry expertise, transparent pricing, and efficient handling of paperwork. Clients appreciate their strict adherence to deadlines and effective liaison with government departments.
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$5,000+$25 - $49 / hr2 - 9Battle, England
Services provided
20% Accounting20% Branding20% Search Engine Optimization +2 services20% UX/UI Design20% Web DesignLaunched in 2023, Martlet Studio, a small branding agency, is located in Battle, England. Their team offers Branding and Search Engine Optimization.
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$1,000+$25 - $49 / hr50 - 249Faisalabad, Pakistan
Services provided
15% Accounting20% Logistics & Supply Chain Consulting20% Warehousing & Distribution +5 services15% Business Consulting10% Freight forwarding10% Fulfillment5% Customs brokerage5% Pay Per ClickSee all 1 projectsTheBrandSpur offers supply chain management services with a focus on streamlining operations and optimizing logistics. Their reviews highlight efficient, tailored solutions and excellent communication, resulting in an 8% cost reduction for clients. TheBrandSpur is praised for its structured approach, timely delivery, and commitment to transparency, while minor improvements could further enhance their already commendable project management and client experience.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Services provided
15% Accounting35% Business Consulting25% Business Valuation Services +1 service25% Financial Advising & PlanningWMS MIDDLE EAST LLC is a Business Consulting company. Founded in 2009, the team specializes in Business Consulting and Financial Advising & Planning.
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$1,000+Undisclosed50 - 249Rochester, NY
Services provided
15% Accounting10% Engineering10% HR Consulting +12 services10% Staffing5% Benefits Administration5% Business Valuation Services5% Employer of Record (EOR) Services5% Executive Search5% Financial Consulting5% HR Outsourcing5% Other IT Consulting and SI5% PEO/Employee Leasing5% Recruiting5% Recruitment Process Outsourcing5% Talent RepresentationLocated in Rochester, New York, FTS is an Accounting company. Launched in 2017, the team offers Accounting and Staffing.
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UndisclosedUndisclosed2 - 9
Services provided
25% Accounting25% Business Valuation Services25% Financial Consulting +1 service25% Fractional CFO ServicesSee all 1 projectsIota Finance is a forward-thinking financial services firm built for the modern business landscape. We specialize in seamlessly integrated financial operations, offering bespoke solutions in
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UndisclosedUndisclosed2 - 9Albuquerque, NM
Services provided
25% Accounting50% Tax Law20% Business Consulting +1 service5% Corporate LawSee all 1 projectsWe're IRS-approved Certifying Acceptance Agents (CAA). Our team has completed IRS training and is authorized to help non-U.S. citizens without Social Security Number (SSN) get
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
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- Market presence
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Best Accounting Companies
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Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31.2/40.016.4/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$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 -
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 -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting
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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
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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.