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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?
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?
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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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.Was 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.
1 of 2 reviews are 5 stars2 new reviews for Accounting servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent feedback for CoCountant indicates a strong overall sentiment, highlighting their responsiveness and quality of work. Clients noted the team's timely delivery of customized financial reports and effective communication, even across time zones. One client appreciated the thoroughness in bookkeeping and dedicated consultations, while another suggested enhancing direct phone support for urgent matters. Overall, CoCountant is recognized for their reliability, attention to detail, and willingness to integrate client feedback.Was this helpful?
3 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read moreWas this helpful?
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?
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Undisclosed$25 - $49 / hr2 - 9Ajax, Canada
Services provided
10% Accounting25% Search Engine Optimization25% Web Development +3 services20% Social Media Marketing10% Content Writing Services10% Graphic DesignAdcount is a SEO company. Their team is in Ajax, Canada. The firm offers Search Engine Optimization and Web Development.
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$1,000+$200 - $300 / hr2 - 9Bellaire, TX
Services provided
10% Accounting60% Business Valuation Services10% Business Consulting +2 services10% Funding & Investment10% Market ResearchAspen Valuations Inc., a Business Valuation Services company, was established in 2017. The agency focuses on Business Valuation Services and Market Research.
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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.
Reviews mention Accessible
Clients consistently commend inDinero for their accessibility, noting the firm's commitment to being available and responsive throughout the engagement. One client highlighted that the team was 'always available to work with me,' facilitating effective communication and collaboration. This sentiment reflects a strong overall positive perception regarding inDinero's approachability and support, contributing to their reputation as a reliable partner in financial management.-
Finance & Accounting Services for Software Development Firm
5.0 Mar 30, 2022Our projects have been goal based and they've always been available to work with me.
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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?
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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 Easy to work with
Clients consistently highlight Zenbooks as responsive and easy to work with, praising their timely delivery and proactive communication. One client noted, 'They delivered on time and never left us wondering where things stood,' while another emphasized their 'attentive' and 'friendly' project management. Overall, the sentiment reflects a strong appreciation for Zenbooks' collaborative approach and commitment to client satisfaction, with no significant areas for improvement mentioned.-
Accounting Services for Media Company
5.0 May 14, 2026Zenbooks was responsive and easy to work with throughout the whole process. They delivered on time and never left us wondering where things stood.
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Accounting Services for Medical Aesthetics Procurement Co
5.0 Mar 30, 2026Zenbooks' project management is excellent. The team is attentive, has great follow-up, and is friendly. We communicate via virtual meetings. Zenbooks is innovative, agile, knowledgeable, and overall excellent to work with.
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6 of 7 reviews are 5 stars7 new reviews for Accounting servicesLess than $10,000 avg. project costRead 7 Recent ReviewsReviewed 7 times in the past 6 months
In the last six months, clients have consistently praised Zenbooks for their responsiveness, expertise, and timely delivery of services. A co-founder noted their ability to clean up complex financials, enabling better decision-making. Another client highlighted the team's depth of knowledge and excellent communication. While most feedback is positive, one client suggested improvements in project visibility. Overall, sentiment remains highly favorable, with clients appreciating Zenbooks' professionalism and commitment to their financial goals.Was 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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Zenbooks' competitive pricing and exceptional value for money. Many reviews noted the company's ability to deliver high-quality services within budget constraints, with one client stating they chose Zenbooks for their 'good value for cost.' Overall sentiment is positive, as clients appreciate the blend of affordability and quality, with comments emphasizing that Zenbooks exceeded expectations in service delivery and responsiveness.Was this helpful?
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$100,000+$100 - $149 / hr2 - 9
Services provided
10% Accounting10% Business Consulting10% Business Valuation Services +8 services10% Commercial Financing10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & Planning10% Financial Consulting10% IT Managed Services10% IT Strategy Consulting5% Corporate Travel Management5% Funding & InvestmentAvere Advisors is a small Dubai, United Arab Emirates-based IT strategy consulting company. The team offers IT strategy consulting and IT managed services.
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Undisclosed$25 - $49 / hr2 - 9
Services provided
10% Accounting15% Content Marketing15% Digital Strategy +5 services15% Social Media Marketing15% Video Marketing10% Graphic Design10% Search Engine Optimization10% Web DevelopmentDigital Solutions axis is a Digital Strategy company. Their team is in England. The agency focuses on Digital Strategy and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Wilmington, DE
Services provided
10% Accounting10% Financial Advising & Planning10% HR Consulting +14 services5% Back Office Outsourcing5% Content Writing Services5% Digital Strategy5% Email Marketing5% Freight forwarding5% Graphic Design5% Logistics & Supply Chain Consulting5% Mobile & App Marketing5% Pay Per Click5% Recruiting5% Search Engine Optimization5% Social Media Marketing5% Web Design5% Web DevelopmentAccounting company North Quest Solutions is based in Wilmington, Delaware. They focus on Accounting and Financial Advising & Planning and were founded in 2021.
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$1,000+< $25 / hr2 - 9Lewes, DE
Services provided
10% Accounting40% Recruiting40% Staffing +2 services5% Financial Advising & Planning5% Financial ConsultingFounded in 2021, South Offices is a Staffing company. The team specializes in Staffing and Recruiting and is headquartered in Lewes, Delaware.
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Undisclosed< $25 / hr2 - 9
Services provided
10% Accounting10% Business Consulting10% Business Continuity Management +7 services10% Business Valuation Services10% Commercial Financing10% Digital Asset Management10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & Planning10% Financial Consulting10% Funding & InvestmentEstablished in 2018, NJCPA USA - Accountants and Advisors is a Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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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 reviews are 5 stars2 new reviews for Accounting servicesLess than $10,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent client feedback for Clarity Tax Group & CPA's highlights their exceptional service and responsiveness. Clients appreciate timely payroll, accurate financial reporting, and effective bookkeeping practices. One client noted, 'Clarity always is quick to answer questions or needs,' while another emphasized their 'great service' and lack of issues compared to previous accounting experiences. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified.Was this helpful?
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 Timely
Clients express high satisfaction with Wasserman Accounting CPA's timeliness, noting that all statutory filings were submitted on time and payroll was processed correctly each month. One client highlighted their steady project management, stating that core items were generally delivered on time with clear communication and timely updates. Overall, the sentiment reflects reliability and consistency in meeting deadlines, contributing to a smooth operational experience.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked.
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2 of 2 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?
Industry Experience
Wasserman Accounting has garnered positive feedback across diverse sectors, including consulting, advertising, and healthcare. Clients commend their expertise in financial management, consistent communication, and reliability in delivering accurate accounting services. Notable strengths include proactive tax planning and detailed cash flow reporting, which have significantly benefited agencies and healthcare companies alike. Overall, the sentiment is highly favorable, indicating their suitability for businesses seeking organized and compliant financial partnerships.
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Advertising & marketingWas 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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Undisclosed$150 - $199 / hr2 - 9
Services provided
10% Accounting10% Business Consulting10% Cybersecurity +7 services10% Finance & Accounting Outsourcing (FAO)10% Financial Advising & Planning10% Financial Consulting10% IT Managed Services10% IT Staff Augmentation10% IT Strategy Consulting10% Procurement SupportNext Plus LLC is an IT strategy consulting company. The Mountain House, California-based company focuses on IT strategy consulting and Cybersecurity.
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UndisclosedUndisclosed2 - 9
Services provided
10% Accounting10% Business Consulting10% Digital Strategy +8 services10% Financial Advising & Planning10% Financial Consulting10% Pay Per Click10% Performance Marketing10% Search Engine Optimization10% Social Media Marketing5% Insurance Services & Brokers5% Other Digital MarketingCodrak Solutions is a Digital Strategy company. They are based in kanpur, India, and their services include Digital Strategy and Social Media Marketing.
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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 reviews is 5 stars1 new review for Accounting servicesLess than $10,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent reviews of Alexander Accountants, CPAs indicate a strong client satisfaction, particularly in their expertise in tax structuring. One client highlighted achieving $15,000 in tax savings due to their effective guidance. The firm is commended for timely delivery, clear communication, and a good cultural fit. Clients appreciate their knowledge and the professional relationship established, with no noted areas for improvement.Was this helpful?
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 Unique expertise
The feedback regarding Appletree Business Services highlights their unique expertise, particularly through the commendation of Carreen, who is described as a 'true gem' for her exceptional communication and proactive approach. Clients appreciate the advanced technology employed, alongside personalized attention and valuable insights provided. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and noting that their expectations were exceeded without any suggested areas for improvement.-
Accounting Services for Digital Training Company
5.0 Jul 19, 2023The entire team is dedicated, focused, and endlessly helpful, and I can't say enough about Allen—he approaches our business and financials as if they were his own, constantly looking for new ways to help us view our financials and find new insights, as well as find opportunities and help us make the best decisions. I'm so happy and, frankly, relieved to have this team in our corner and be able to rely on their expertise.
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Accounting Services for Property Management Company
5.0 Jul 6, 2023I have had a remarkable experience with Carreen. Her expertise and proactive approach exceeded my expectations, as well as her willingness to help. They utilize advanced technology and provide personalized attention and valuable insights. I can't say enough great things about them!
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Accounting Services for Digital Marketing Agnecy
5.0 Jan 26, 2023Appletree Business Services has familiarized themselves with our business. They’re knowledgeable, intelligent, and personable partners. Additionally, they’re great people who are willing to go above and beyond the scope of work to help us. For example, they’ve been gracious enough to answer our questions, and we've leveraged their expertise to help us make business decisions.
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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?
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.
Read All ReviewsSelect Industry to see insights
Advertising & marketing Construction Other Industry Business services Home Services Financial services Manufacturing Hospitality & leisure Wellness & Fitness Real estate DesignWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Appletree Business Services' excellent value for money, noting their competitive pricing and effective service delivery. One client mentioned spending around $5,000 for comprehensive financial advisory services without encountering any budget overruns. Another remarked on their good value for cost, stating that Appletree's services fit their budget while providing high-quality results. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and the quality of service provided.Was this helpful?
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$10,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
Services provided
10% Accounting50% Custom Software Development20% ERP Consulting and SI +2 services10% HR Consulting10% Web DevelopmentStackFX ERP is a software development company founded in 2017. Their services include Custom Software Development and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Croydon, Australia
Services provided
10% Accounting25% AI Agents15% AI Development +5 services10% AI Consulting10% Back Office Outsourcing10% Business Consulting10% Finance & Accounting Outsourcing (FAO)10% Generative AIAI Agents company Agentive is located in Croydon, Australia. Their services include AI Agents and Artificial Intelligence.
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UndisclosedUndisclosedFreelancer
Services provided
60% Accounting25% Finance & Accounting Outsourcing (FAO)15% Back Office OutsourcingSee all 1 projectsApexBridge Outsourcing specializes in services such as bookkeeping, accounts receivables and payables management, and compliance with accounting standards. Feedback highlights their exceptional communication, proficiency in ERP tools, and innovative approach to streamlining financial processes. Clients report significant improvements in financial operations, with a notable reduction in outstanding receivables and seamless payables processing.
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UndisclosedUndisclosed50 - 249Bolton, England
Services provided
30% Accounting70% Business ConsultingSee all 1 projectsKBS Corporate offers a highly creative and proactive approach in order to identify prospective acquirers from across the globe. With a history of delivering success, we can provide a tailored sale
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UndisclosedUndisclosed50 - 249Hartford, FL
Services provided
30% Accounting20% Cybersecurity20% HR Outsourcing +3 services10% Business Consulting10% Financial Consulting10% IT Strategy ConsultingBlumShapiro is a Hartford, Florida-based Accounting company. The team offers Accounting and Cybersecurity.
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UndisclosedUndisclosed50 - 249Providence, RI
Services provided
30% Accounting10% Cybersecurity10% HR Consulting +5 services10% HR Outsourcing10% IT Strategy Consulting10% Other IT Consulting and SI10% Web Design10% Web DevelopmentKLR is a midsize Providence, Rhode Island-based Accounting company. Their services include Accounting and Web Design.
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
30% Accounting35% Business Consulting35% HR ConsultingHeadquartered in Chicago, Illinois, Resolution Economics is a Business Consulting company. The team specializes in Business Consulting and HR Consulting.
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UndisclosedUndisclosed1,000 - 9,999Lucan, Ireland
Services provided
15% Accounting40% Call Center Services15% Graphic Design +2 services15% Recruiting15% StaffingCRL Recruitment Ltd is a phone answering service. The company is located in Lucan, Ireland. Their services include Call Center Services and Accounting.
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UndisclosedUndisclosed50 - 249Burlington, Canada
Services provided
30% Accounting35% Recruiting35% StaffingEstablished in 1999, ABL Employment is a Staffing company. Their team specializes in Staffing and Recruiting.
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UndisclosedUndisclosed50 - 249Plattsburgh, NY
Services provided
30% Accounting70% HR ConsultingFounded in 2008, Triton Benefits and HR Solutions is a HR Consulting company. The team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Denver, CO
Services provided
30% Accounting70% HR ConsultingFounded in 2006, Employers Edge is a midsize HR Consulting company. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosedFreelancerDhaka, Bangladesh
Services provided
60% Accounting20% Business Consulting10% HR Consulting +1 service10% StaffingEstablished in 1967, K.M.ALAM & CO is an Accounting company. In Dhaka, Bangladesh, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Hillsboro, OR
Services provided
30% Accounting70% StaffingFounded in 2012, Cinder Staffing, a midsize Staffing company, is located in Hillsboro, Oregon. Their team provides Staffing and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Houston, TX
Services provided
30% Accounting50% Business Consulting20% HR ConsultingMidsize Business Consulting company DRDA, PLLC, is in Houston, Texas. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosedFreelancerFrisco, TX
Services provided
60% Accounting40% Business ConsultingAccounting company SMD Consulting and Accounting, LLC was founded in 2006. The firm focuses on Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed50 - 249Windsor, Canada
Services provided
30% Accounting30% Corporate Training & Coaching20% Staffing +2 services10% HR Outsourcing10% RecruitingAccu-Staff, an Accounting company, is in Windsor, Canada. The team offers Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed50 - 249Wellesley, MA
Services provided
30% Accounting30% IT Managed Services15% HR Outsourcing +3 services10% Business Consulting10% HR Consulting5% RecruitingInsource Services, Inc is an IT managed services company. The company is headquartered in Wellesley, Massachusetts. Their services include IT managed services and Accounting.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
Services provided
30% Accounting70% HR ConsultingHR Consulting company AdvanStaff HR is based in Las Vegas, Nevada. They specialize in HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Roseville, MN
Services provided
30% Accounting35% HR Consulting35% RecruitingDahl Consulting, a Recruiting company, provides Recruiting and HR Consulting. The company is based in Roseville, Minnesota.
Read more -
UndisclosedUndisclosed50 - 249Boston, MA
Services provided
30% Accounting70% Market ResearchAite Group is a Market Research company. Launched in 2005, their team provides Market Research and Accounting.
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$1,000+Undisclosed50 - 249Kuala Lumpur, Malaysia
Services provided
10% Accounting10% Back Office Outsourcing10% Business Consulting +9 services10% Corporate Training & Coaching10% Finance & Accounting Outsourcing (FAO)10% IT Staff Augmentation10% Recruiting10% Staffing5% Branding5% HR Consulting5% HR Outsourcing5% Market ResearchFounded in 1997, ManpowerGroup - Malaysia is a midsize Accounting company. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Salina, KS
Services provided
30% Accounting30% IT Strategy Consulting20% Finance & Accounting Outsourcing (FAO) +1 service20% HR ConsultingK·Coe Isom is a midsize Accounting company located in Salina, Kansas. The team provides Accounting and IT strategy consulting.
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UndisclosedUndisclosedFreelancerAnnapolis, MD
Services provided
60% Accounting40% Business ConsultingSmall Accounting company Kenneth M. Gerstein, CPA, is based in Annapolis, Maryland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bethesda, MD
Services provided
30% Accounting40% Finance & Accounting Outsourcing (FAO)30% Business ConsultingGelman, Rosenberg & Freedman CPAs is a midsize Bethesda, Maryland-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
30% Accounting40% IT Staff Augmentation30% Other IT Consulting and SIPareto Solutions Group, Inc. Is an IT staff augmentation company established in 2006. Their team offers IT staff augmentation and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Bogotá, Colombia
Services provided
30% Accounting35% Recruiting35% StaffingSero Servicios Ocasionales is a Bogotá, Colombia-based Staffing company. They specialize in Staffing and Recruiting and were established in 1980.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
Services provided
30% Accounting40% HR Consulting30% Mobile App DevelopmentRise People is a HR Consulting company. The agency is headquartered in Vancouver, Canada. Their services include HR Consulting and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Lansing, MI
Services provided
30% Accounting30% Business Consulting20% CRM Consulting and SI +1 service20% ERP Consulting and SILocated in Lansing, Michigan, Maner Costerisan is a midsize Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Union City, CA
Services provided
30% Accounting30% Staffing20% HR Consulting +1 service20% RecruitingCarson Consulting Corp is a midsize Union City, California-based Accounting company. The team provides Accounting and Staffing.
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UndisclosedUndisclosed50 - 249Alexandria, VA
Services provided
30% Accounting40% Finance & Accounting Outsourcing (FAO)20% Business Consulting +1 service10% Financial ConsultingHalt, Buzas & Powell, a Finance & Accounting Outsourcing (FAO) company, is based in Alexandria, Virginia. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosedFreelancerSt. Petersburg, FL
Services provided
60% Accounting40% Business ConsultingBased in St. Petersburg, Florida, Russell E. Ansley, P.A. Is an Accounting company. Founded in 2004, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Goiânia, Brazil
Services provided
30% Accounting30% Finance & Accounting Outsourcing (FAO)20% Business Consulting +1 service20% ERP Consulting and SIFounded in 2008, Soma Contabilidades is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Goiânia, Brazil.
Read more -
UndisclosedUndisclosed50 - 249Nottingham, England
Services provided
30% Accounting70% RecruitingBlusource is a Recruiting company. Headquartered in Nottingham, England, their midsize team offers Recruiting and Accounting. The company was founded in 2008.
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UndisclosedUndisclosed50 - 249Milano, Italy
Services provided
30% Accounting40% HR Consulting30% Business ConsultingGi HR Services is a Milano, Italy-based HR Consulting company. They provide HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Milano, Italy
Services provided
30% Accounting70% Business ConsultingExcellence Consulting is a Business Consulting company. They are in Milano, Italy and have midsize team of experts. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Nice, France
Services provided
30% Accounting70% Business ConsultingGFE - Gestion France Entreprises is a Business Consulting company founded in 1975. The midsize team provides Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Milano, Italy
Services provided
30% Accounting70% Business ConsultingPirola Pennuto Zei & Associati is a Business Consulting company. They are headquartered in Milano, Italy and have midsize team. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Rockville, MD
Services provided
30% Accounting40% Business Consulting30% IT Strategy ConsultingBusiness Consulting company TFC Consulting, Inc. Is headquartered in Rockville, Maryland. They focus on Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Virginia Beach, VA
Services provided
30% Accounting70% Corporate Training & CoachingPrevailance, Inc. Is a Virginia Beach, Virginia-based Corporate Training & Coaching company. Founded in 2005, the team offers Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed50 - 249Bogotá, Colombia
Services provided
30% Accounting70% Call Center ServicesCOS Colombian Outsourcing Solutions is a phone answering service. Located in Bogotá, Colombia, their team offers Call Center Services and Accounting.
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UndisclosedUndisclosedFreelancerEl Paso, TX
Services provided
60% Accounting40% Back Office OutsourcingEstablished in 2021, Riverstar Billing Solutions, LLC is an Accounting company. Headquartered in El Paso, Texas, the team provides Accounting and Back Office Outsourcing.
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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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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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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
Latest Accounting Articles
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How to Create a Budget for Accounting Services [With Template]
Use our custom template for your accounting budgeting process.
Top Accountants and Accounting Firms
An accounting firm manages and analyzes a business’s financial activities. Core responsibilities include bookkeeping, preparing financial statements, filing taxes, and advising on cash flow and compliance. Many firms also offer strategic insights such as budgeting, forecasting, and risk management to help leadership make informed decisions. In short, accountants translate numbers into actionable business intelligence.
Typical offerings include:
- Bookkeeping & general ledger maintenance
- Payroll processing and payroll tax filings
- Tax preparation, planning, and advisory
- Audit and assurance (internal or external)
- Financial reporting under GAAP or IFRS
-
CFO or controller outsourcing
-
Specialized niches—estate planning, fiduciary accounting, or ERP system implementation Firms often bundle these services into customizable packages, letting you scale support as your organization grows.
Pricing depends on location, complexity, and scope:
- Basic monthly bookkeeping: $500–$2,000
- Full-service accounting (bookkeeping + payroll + tax): $2,000–$10,000 per month
- Annual audit for SMBs: $10,000–$50,000
- Hourly consulting: $100–$300+
Rates rise for Big Four–level audits, multi-entity consolidations, or highly regulated industries. Always request detailed proposals outlining deliverables, hourly rates, and any one-time fees.
Start by defining your must-have services and budget. Then:
- Check Clutch reviews for verified client experiences.
- Evaluate industry expertise—manufacturing, SaaS, nonprofit, etc.
- Confirm certifications (CPA, ACCA) and regulatory compliance.
- Assess communication style and tech stack (cloud platforms, automation tools).
- Request sample reports to gauge clarity and depth.
Shortlist two or three firms and schedule discovery calls before making a final decision.
- Lack of transparency about pricing or engagement scope
- Guarantees of “huge tax refunds” without context
- No proof of professional liability insurance
- Outdated software or resistance to cloud-based tools
- Slow or unclear communication during the proposal stage
If any of these arise, keep looking.
- Which industries do you specialize in?
- Who will be my day-to-day contact, and what are their qualifications?
- How do you ensure data security and confidentiality?
- What software platforms do you use, and can you integrate with our systems?
- How do you measure success and report on KPIs?
- Can you provide references for similar engagements?
Well-prepared answers indicate a firm’s readiness to support your business.
Outsourcing gives you on-demand access to a multidisciplinary team such as tax specialists, auditors, and CFO-level advisors, often at a lower cost than maintaining full-time staff. You also gain independent oversight, reduced fraud risk, and scalable expertise as your company expands.
Bookkeepers focus on daily transaction recording and basic reconciliations. Certified Public Accountant (CPA) firms can perform audits, represent you before tax authorities, and provide higher-level advisory services. Growing businesses often start with bookkeeping, then engage a CPA firm for complex compliance and strategic guidance.
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