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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.
Reviews mention Accessible
Clients express a highly positive sentiment regarding the accessibility of 1-800Accountant. They commend the firm's responsiveness and availability, noting that communication is effective and guidance is provided without additional costs. One client highlighted the ease of reaching out via phone and messaging on their accounting software, reinforcing the notion of accessibility. Overall, clients appreciate the firm's commitment to being reachable and supportive throughout their engagement.-
Tax Management & Consultancy for Medical Dosimetry Provider
5.0 Jan 12, 2022Their communication is great and they’re always available to provide us with guidance at no additional costs. They’re also consistent in sticking to our budget and schedule, and they hold themselves accountable for everything that they do. We typically communicate through phone calls and the messaging board on their accounting software.
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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?
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.
Reviews mention Knowledgeable
Clients consistently highlight the extensive knowledge and expertise of George Dimov, CPA, noting their ability to provide clear answers to complex tax and accounting queries. One client remarked on the 'comprehensive knowledge' the team displayed, while another emphasized their impressive responsiveness and problem-solving capabilities. Overall, feedback conveys a strong sentiment of confidence in their knowledgeable approach, with clients feeling secure and supported in their financial matters.-
Accounting, Bookkeeping & Tax Filing for SEO Services Co
5.0 Jul 12, 2024It's impressive how easy it is to work with George Dimov, CPA and how supportive and knowledgeable they are. Any questions or concerns I had about taxes or accounting, they had answers to.
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Accounting Services for Insurance Agency
5.0 Jan 31, 2024We were impressed with their ability to look at our overall financial and tax needs from several different angles and their comprehensive knowledge of how to tackle each situation.
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Tax Filing & Payment for Content Creator
5.0 Jul 22, 2020The attentiveness & helpfulness of George which has filtered down to the same standard within his team - very knowledgeable and I felt secure with my taxes being in the right hands.
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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 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?
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?
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$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.
Reviews mention Reliable
Clients consistently commend CoCountant for their reliability and responsiveness. One client noted that the team 'consistently checks in' and is 'reliable and responds quickly to any inquiries,' ensuring timely delivery of organized work. Another client highlighted their '100% on-time monthly closes' and proactive communication, which fostered confidence in financial data. Overall, the sentiment reflects strong trust in CoCountant's ability to meet deadlines and adapt to client needs, establishing them as a dependable partner.-
Bookkeeping & Financial Consulting for VoIP Services Company
5.0 Apr 13, 2026The team consistently checks in and looks for areas to improve services. They are reliable and respond quickly to any inquiries. The work itself is organized and deliverables are met in a timely fashion. The CoCountant team consistently produces a high quality of work for us. The team is reliable and has a great attention to detail.
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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?
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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UndisclosedUndisclosed2 - 9Il-Belt Valletta, Malta
Services provided
25% Accounting25% Blockchain25% Business Consulting +1 service25% Finance & Accounting Outsourcing (FAO)BMCP Limited is a Blockchain company headquartered in Il-Belt Valletta, Malta. The team specializes in Blockchain and Business Consulting.
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UndisclosedUndisclosed2 - 9Tiranë, Albania
Services provided
25% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO) +1 service25% HR ConsultingAccounting company Mirnes Consulting focuses on Accounting and Finance & Accounting Outsourcing (FAO). They were launched in 2015.
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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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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?
More responsive than most other service providers
Get in Touchindinero 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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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?
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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UndisclosedUndisclosed2 - 9South Wing - Brasilia, Brazil
Services provided
25% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO) +1 service25% HR ConsultingCobras Contabilidade is an Accounting company established in 1983. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Bratislava, Slovakia
Services provided
25% Accounting25% Business Consulting25% IT Strategy Consulting +1 service25% Market ResearchSolidground Slovakia s. R. O. Is an Accounting company. They are based in Bratislava, Slovakia, and their services include Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Bratislava, Slovakia
Services provided
25% Accounting25% Business Consulting25% Digital Strategy +1 service25% IT Strategy ConsultingIn Bratislava, Slovakia, Business Cloud s.r.o. Is a small Accounting company. Their services include Accounting and Digital Strategy.
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UndisclosedUndisclosed2 - 9Providencia, Chile
Services provided
25% Accounting65% Business Consulting10% Financial ConsultingADMINISTRACION Y SERVICIOS METROPOLITANOS is a small Business Consulting company headquartered in Providencia, Chile. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Providencia, Chile
Services provided
25% Accounting40% Business Consulting25% Finance & Accounting Outsourcing (FAO) +1 service10% Financial ConsultingJC Advisors Ltda is a small Business Consulting company headquartered in Providencia, Chile. 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.
Reviews mention Timely
Clients have consistently praised Clarity Tax Group & CPA's for their timeliness in delivering services. One client highlighted that payroll was 'always on time and correct' and noted the team's ability to respond promptly to needs. Overall, feedback reflects a strong sentiment regarding their reliability in meeting deadlines, contributing to a seamless experience for clients.-
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 Dec 22, 2025Yes very much on time. Taxes are simple and correctly paid. Everything is in order for the business.
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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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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.
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?
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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UndisclosedUndisclosed2 - 9South Lake Brasilia, Brazil
Services provided
25% Accounting25% Business Consulting25% Finance & Accounting Outsourcing (FAO) +3 services10% HR Consulting8% Recruiting7% StaffingSena Martins Contabilidade, an Accounting company, is based in South Lake Brasilia, Brazil. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Las Condes, Chile
Services provided
25% Accounting75% Business ConsultingTBusiness, a small Business Consulting company, is headquartered in Las Condes, Chile. The team provides Business Consulting and Accounting.
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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?
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.
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?
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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Denver, Colorado (2) Kalamazoo, Michigan (1) Merrimack, New Hampshire (1) New Orleans, Louisiana (1) Belle Glade, Florida (1) Murfreesboro, Tennessee (1) Opelika, Alabama (1) Darien, Connecticut (1) Chicago, Illinois (1) Atlanta, Georgia (1) Grand Rapids, United States (1) Concord, North Carolina (1) New York City, New York (1) San Francisco, California (1) Orlando, Florida (1) Boston, Massachusetts (1) Waltham, Massachusetts (1) Westford, Massachusetts (1) Brookline, New Hampshire (1) Londonderry, New Hampshire (1)Was this helpful?
$650 Small service based businesses $1,500 Companies over $1M in revenue $3,000 +$3M revenue, complex accountingView PackagesBusiness Owners Package
We bundle bookkeeping and tax into an easy monthly subscription. We can also include payroll if needed. This saves you time and money only dealing with one firm, and we can be more proactive with tax strategy throughout the year. Fees range from $650/mo - $3000/mo depending on the size and complexity.Was this helpful?
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UndisclosedUndisclosed2 - 9Brasília, Brazil
Services provided
25% Accounting25% Back Office Outsourcing25% Business Consulting +1 service25% Finance & Accounting Outsourcing (FAO)JCBR Contabilidade is a small Accounting company headquartered in Brasília, Brazil. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Brasília, Brazil
Services provided
25% Accounting50% Business Consulting25% Back Office OutsourcingBusiness Consulting company Advocacia Murillo de Aragão provides Business Consulting and Accounting. They are headquartered in Brasília, Brazil.
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UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
Services provided
25% Accounting25% Business Consulting25% Corporate Training & Coaching +1 service25% IT Strategy ConsultingREGULATE, an Accounting company, was founded in 2015. The agency offers Accounting and Corporate Training & Coaching, and is small.
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UndisclosedUndisclosed2 - 9Nezahualcóyotl, Mexico
Services provided
25% Accounting25% Business Consulting25% Custom Software Development +1 service25% E-Commerce DevelopmentGuerra Olvera y Asociados S.C. Is an Accounting company. Their team is based in Nezahualcóyotl, Mexico and offers Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
25% Accounting25% Back Office Outsourcing25% Event Marketing +2 services13% Staffing12% RecruitingLennon BPO is an Accounting company. The company is in Walnut Creek, California. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
25% Accounting25% Back Office Outsourcing25% Business Consulting +1 service25% Finance & Accounting Outsourcing (FAO)Amezquita & Cia is a Bogotá, Colombia-based Accounting company. They specialize in Accounting and Back Office Outsourcing and were established in 1969.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
25% Accounting25% Back Office Outsourcing25% Business Consulting +1 service25% Finance & Accounting Outsourcing (FAO)Established in 2015, WorkAudit is a small Accounting company in Bogotá, Colombia. Their team offers Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
Services provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)25% HR Outsourcing +2 services15% Back Office Outsourcing10% Business ConsultingAsesorias EMG is a Bogotá, Colombia-based Accounting company. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2013.
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UndisclosedUndisclosed2 - 9Richmond, VA
Services provided
25% Accounting25% Corporate Training & Coaching25% HR Consulting +1 service25% Marketing StrategyWestover Strategic Advisors is a Richmond, Virginia-based Accounting company. They specialize in Accounting and Corporate Training & Coaching and were launched in 2015.
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UndisclosedUndisclosed2 - 9Campinas, Brazil
Services provided
25% Accounting25% Finance & Accounting Outsourcing (FAO)10% HR Consulting +4 services10% HR Outsourcing10% PEO/Employee Leasing10% Recruiting10% StaffingPMRH Consultores Associados is an Accounting company located in Campinas, Brazil. Founded in 1998, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Cercado de Lima, Peru
Services provided
25% Accounting40% Business Consulting25% Corporate Training & Coaching +1 service10% HR ConsultingBusiness Consulting company Acosta & Asociados del Perú was launched in 2014. The company provides Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Caracas, Venezuela
Services provided
25% Accounting25% Business Consulting25% HR Consulting +1 service25% Social Media MarketingAsesoresachc is an Accounting company. The firm is located in Caracas, Venezuela. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lo Barnechea, Chile
Services provided
25% Accounting50% Business Consulting25% HR ConsultingJ&E Business Consulting, a Business Consulting company, was launched in 2014. They provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
Services provided
25% Accounting25% Business Consulting25% Corporate Training & Coaching +2 services15% Recruiting10% HR ConsultingFounded in 2008, Fuenzalida Contadores Auditores Consultores is a small Accounting company. Their team focuses on Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Hitchin, England
Services provided
25% Accounting50% Business Consulting25% HR ConsultingHeadquartered in Hitchin, England, Comenius Talent Management Ltd is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
Services provided
25% Accounting50% Cybersecurity25% TranslationFar East Support Services., a Cybersecurity company, was founded in 2010. The team focuses on Cybersecurity and Accounting.
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UndisclosedUndisclosed2 - 9
Services provided
25% Accounting50% Web Design15% Web Development +1 service10% AR/VR DevelopmentWeb design company None.bg offers Web Design and Accounting. They are in Bulgaria.
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UndisclosedUndisclosed2 - 9Shanghai, China
Services provided
25% Accounting25% ERP Consulting and SI25% IT Strategy Consulting +1 service25% Other IT Consulting and SIYGL Shanghai is a Shanghai, China-based IT strategy consulting company. Their services include IT strategy consulting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Princeton, NJ
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningFounded in 1963, The Mercadien Group is a small Business Consulting company. Their team specializes in Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
25% Accounting25% Business Consulting25% Public Relations +1 service25% Warehousing & DistributionTriassic Enterprises is a Boca Raton, Florida-based PR agency. They focus on Public Relations and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
25% Accounting25% Commercial Property Management25% Cybersecurity +1 service25% HR ConsultingRegionwide Management Group is a Cybersecurity company launched in 2005. Their services include Cybersecurity and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Richmond, VA
Services provided
25% Accounting25% Business Consulting25% HR Consulting +1 service25% IT Strategy ConsultingIT strategy consulting company LHO Business Solutions, LLC is located in Richmond, Virginia. The team provides IT strategy consulting and Business Consulting.
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UndisclosedUndisclosed2 - 9Red Lion, PA
Services provided
25% Accounting25% Corporate Training & Coaching25% HR Consulting +2 services13% Staffing12% RecruitingTLR BUSINESS SOLUTIONS is a Corporate Training & Coaching company established in 2004. The firm offers Corporate Training & Coaching and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
25% Accounting40% Business Consulting25% E-Commerce Development +1 service10% Web DesignEnterprise ENP Technology, LLC is a Business Consulting company launched in 2014. Their team specializes in Business Consulting and E-Commerce Development.
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UndisclosedUndisclosed2 - 9Gaithersburg, MD
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningACCOUNTING, TAX AND FINANCIAL SERVICES, LLC (ATNF SERVICES. LLC), a small Business Consulting company, is in Gaithersburg, Maryland. The team focuses on Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
25% Accounting25% IT Strategy Consulting25% Logistics & Supply Chain Consulting +2 services13% Staffing12% RecruitingBMT Consulting Inc. Is an IT strategy consulting company in Washington, District of Columbia. They focus on IT strategy consulting and Logistics & Supply Chain Consulting.
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UndisclosedUndisclosed2 - 9Bowie, MD
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% HR ConsultingBased in Bowie, Maryland, Wsc Associates is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Odessa, TX
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningADEPSON ENTERPRISE LLC is a Business Consulting company. They are in Odessa, Texas and have small team. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Hiram, GA
Services provided
25% Accounting25% Insurance Services & Brokers25% Litigation Support Services +1 service25% Tax LawFounded in 2019, The Burrellz Enterprise LLC is an Accounting company. Their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Bowie, MD
Services provided
25% Accounting25% Business Consulting25% IT Managed Services +2 services13% Staffing12% RecruitingBHL Consortium, LLC is an IT managed services company headquartered in Bowie, Maryland. They offer IT managed services and Business Consulting.
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UndisclosedUndisclosed2 - 9Falls Church, VA
Services provided
25% Accounting25% Cybersecurity25% IT Strategy Consulting +1 service25% Web DesignGlobal Tunnels Limited Company is a web design agency. The company is in Falls Church, Virginia. Their team provides Web Design and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
Services provided
25% Accounting25% Cybersecurity25% Finance & Accounting Outsourcing (FAO) +1 service25% IT Managed ServicesLocated in Alexandria, Virginia, Intelipath Group is a Cybersecurity company. Launched in 2010, the team focuses on Cybersecurity and IT managed services.
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UndisclosedUndisclosed2 - 9Simpsonville, SC
Services provided
25% Accounting25% Logo25% Staffing +1 service25% Web DesignHeadquartered in Simpsonville, South Carolina, Embark Business Solutions, LLC is a small web design company. Their services include Web Design and Logo.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
25% Accounting25% Business Consulting25% E-Commerce Development +1 service25% Finance & Accounting Outsourcing (FAO)Gagne Associates CPAs is an e-commerce development company. They were founded in 2009, and their services include E-Commerce Development and Business Consulting.
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UndisclosedUndisclosed2 - 9Baltimore, MD
Services provided
25% Accounting50% IT Managed Services25% Custom Software DevelopmentEstablished in 1995, Immediate System Resources, Inc. Is an IT managed services company. The team focuses on IT managed services and Custom Software Development.
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UndisclosedUndisclosed2 - 9Rockville, MD
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +3 services10% HR Consulting10% Staffing5% RecruitingNLH Contracting is a Business Consulting company. Their small team is based in Rockville, Maryland. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Cairo, Egypt
Services provided
25% Accounting25% Business Consulting25% Commercial Financing +1 service25% Financial Advising & PlanningMMA Mohamed Mostafa Public Accountant is a Business Consulting company. Their small team is in Cairo, Egypt. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Malibu, CA
Services provided
25% Accounting25% Marketing Strategy15% Financial Consulting +3 services15% Public Relations10% Business Consulting10% Event ManagementMiglex LLC is a small Malibu, California-based Marketing Strategy company. Their services include Marketing Strategy and Accounting.
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UndisclosedUndisclosed2 - 9Kailua-Kona, HI
Services provided
25% Accounting25% Back Office Outsourcing25% Call Center Services +1 service25% Commercial Property ManagementSuite Possibilities LLC, a small call center company, is in Kailua-Kona, Hawaii. The team specializes in Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Janesville, WI
Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Litigation Support ServicesIn Janesville, Wisconsin, Hagen CPA, LLC is a Business Consulting company. They focus on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Kyiv, Ukraine
Services provided
25% Accounting30% Business Consulting25% Market Research +1 service20% Corporate LawBusiness Consulting company Lobusch Consulting is headquartered in Kyiv, Ukraine and Hamburg, Germany. The team offers Business Consulting and Market Research.
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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.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
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
-
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.