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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?
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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.
Reviews mention Proactive
Clients have consistently praised George Dimov, CPA for their proactive approach in identifying strategies that significantly save on taxes, with one client noting over $100,000 in annual savings. The firm's responsiveness and flexibility were highlighted, with emails answered within hours and deliverables consistently met on time. Clients appreciated their proactive thinking, stating they address deliverables before they become urgent. Overall, the sentiment surrounding their proactive service is highly positive, indicating strong client satisfaction.-
Accounting & Tax Preparation Service for Landscaping Company
5.0 Mar 2, 2024The responsiveness, flexibility, and proactive thinking were most impressive. They are on top of deliverables before anyone else is even thinking about them.
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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?
13 of 14 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 14 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read moreWas this helpful?
Industry Experience
George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketingWas this helpful?
$1,000+Undisclosed50 - 249Cambridge, MAServices provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)See all 12 projectsCoCountant is a proficient accounting services firm specializing in bookkeeping, financial reporting, and tax preparation. Across all reviews, clients commend their responsiveness and high-quality service, with 100% of reviewers noting timely deliverables and their ability to adapt to client needs. Key strengths include their comprehensive bookkeeping services and audit-ready financial statement preparation, while an area for improvement is more proactive data visualization.
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?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.Was this helpful?
View PackagesController-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.Was this helpful?
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UndisclosedUndisclosed2 - 9Seymour, CT
Services provided
20% Accounting40% Corporate Training & Coaching14% HR Outsourcing +2 services13% HR Consulting13% PEO/Employee LeasingCorporate Training & Coaching company The Human Resource Consulting Group is headquartered in Seymour, Connecticut. Their services include Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed2 - 9Fairfield, CT
Services provided
20% Accounting40% Corporate Training & Coaching20% HR Consulting +1 service20% PEO/Employee LeasingTrue Payroll Integration is a Corporate Training & Coaching company founded in 1997. The company focuses on Corporate Training & Coaching and Accounting.
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Featured
What are Featured Providers?
Undisclosed$100 - $149 / hr50 - 249Walnut, CAServices provided
30% Accounting50% Finance & Accounting Outsourcing (FAO)15% Fractional CFO Services +1 service5% Compliance ConsultingSee all 20 projectsIndinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.
Reviews mention Communicative
Overall, client feedback indicates a strong sentiment of satisfaction regarding communication with indinero. Clients consistently praised their responsiveness and clarity in communication, noting that the team is 'very responsive to feedback' and 'great at communicating.' Specific mentions highlight their ability to simplify complex financial topics and maintain clear timelines. Clients appreciated regular updates and proactive communication, which contributed to a seamless partnership and effective project management.-
Back Office Fiscal Services for Healthcare Consulting Firm
5.0 Apr 8, 2022They are communicative and timely. Our dedicated professionals meet regularly with key staff. The company has dedicated a professional to learning the nuances of the company to provide customized support.
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Finance & Accounting Services for Consumer Products Company
5.0 Apr 1, 2022Great communication and timeliness are highlights of their project management style. The senior controller schedules regular calls with us to go over bills, finances, etc. They are very attentive and responsive.
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Accounting Services for Virtual Care Platform Company
5.0 Apr 1, 2022Communication with the team is extremely clear. They communicate their timelines and will freely as if they're coming against hurdles. They will clearly communicate if there are shifts in staff or who takes on which responsibilities.
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Accounting & Bookkeeping for Software Company
5.0 Jan 7, 2025We are so happy with the level of service from the Indinero team. They are great at communicating, very responsive to feedback, and everything they do is very high quality.
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Accrual Accounting Services for Food Service Management Co
5.0 Sep 6, 2023The project management was characterized by very efficient and great communication by Brittany and Carla. The primary forms of communication with inDinero were Virtual Meeting and Email or Messaging App. This approach ensured that our needs were met promptly and effectively.
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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?
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.
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?
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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UndisclosedUndisclosed2 - 9Hamden, CT
Services provided
20% Accounting30% Corporate Training & Coaching25% HR Consulting +1 service25% PEO/Employee LeasingHRMC- Human Resource Management is a small Corporate Training & Coaching company based in Hamden, Connecticut. Their services include Corporate Training & Coaching and HR Consulting.
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UndisclosedUndisclosed2 - 9Bismarck, ND
Services provided
20% Accounting50% HR Outsourcing20% Business Consulting +1 service10% HR ConsultingSmall HR Outsourcing company GPBG Employer Advisers, is headquartered in Bismarck, North Dakota. Their services include HR Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Hillsboro, ND
Services provided
20% Accounting20% Advertising20% Business Consulting +2 services20% HR Consulting20% Marketing StrategyCompass Business Consulting is an Accounting company. The team is in Hillsboro, North Dakota, and their services include Accounting and Advertising.
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UndisclosedUndisclosed2 - 9Minot, ND
Services provided
20% Accounting30% Cloud Consulting & SI30% Web Design +1 service20% Custom Software DevelopmentAlbertson Consulting, a cloud consulting & SI company, was founded in 2000. The team specializes in cloud consulting & SI and Web Design and is in Minot, North Dakota.
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UndisclosedUndisclosed2 - 9Providence, RI
Services provided
20% Accounting40% Commercial Brokerage Services20% Business Consulting +1 service20% Commercial FinancingRodman Real Estate, a Commercial Brokerage Services company, was founded in 1960. They provides Commercial Brokerage Services 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 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.
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 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Commercial Property ManagementMW Real Estate Group is a Commercial Brokerage Services company established in 2010. The small team focuses on Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Providence, RI
Services provided
20% Accounting30% Commercial Brokerage Services20% Commercial Property Management +2 services20% Marketing Strategy10% Building Security ServicesWomen's Development Corporation is a Providence, Rhode Island-based Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Accounting and were founded in 1979.
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Featured
What are Featured Providers?
UndisclosedUndisclosed10 - 49Services provided
40% Accounting20% Commercial Financing20% Financial Advising & Planning +1 service20% Financial ConsultingSee all 1 projectsAlexander Accountants, CPAs is a professional accounting services firm specializing in tax preparation, financial advisory, and business structuring for tax savings. The overall feedback from their reviews is highly positive, with 100% of reviewers praising their accurate deliverables, effective communication, and substantial tax savings, resulting in financial benefits like $15,000 in tax savings.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 monthsLess than $10,000 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Consulting for Marketing Agency
5.0 — Alexander Accountants, CPAs provides consulting services regarding a marketing agency's company structure for tax savings. The team works with the client to provide yearly tax guidance. Read moreWas this helpful?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
14 of 16 Accounting reviews are 5 stars3 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 16 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Flooring Company
4.5 — Appletree Business Services provides accounting services for a flooring company. The team is responsible for maintaining accurate monthly financials, reconciling monetary transactions, and managing Read moreWas this helpful?
Industry Experience
Appletree Business Services has demonstrated strong expertise in various industries including real estate, advertising & marketing, construction, business services, financial services, home services, and manufacturing. Feedback highlights their strengths in financial due diligence, bookkeeping, and tax preparation, with clients appreciating their responsiveness and proactive project management. Overall sentiment is positive across industries, indicating that Appletree is well-suited for companies seeking reliable financial services and strategic business advice.
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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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?
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +2 services10% Commercial Property Management10% Market ResearchEast West Commercial Real Estate is a Commercial Brokerage Services company. Headquartered in Los Angeles, California, their team focuses on Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Santa Monica, CA
Services provided
20% Accounting40% Commercial Brokerage Services20% Business Consulting +1 service20% Commercial FinancingCommercial Brokerage Services company Scott Properties Group was established in 2011. The team focuses on Commercial Brokerage Services and Accounting and is based in Santa Monica, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting40% Commercial Financing40% Commercial Property ManagementMJM Investment Company is a Commercial Financing company. The team focuses on Commercial Financing and Commercial Property Management, and the agency is in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Manchester, NH
Services provided
20% Accounting60% Commercial Brokerage Services20% Commercial Property ManagementPeloquin Realty & Property Management is a Commercial Brokerage Services company in Manchester, New Hampshire. They offer Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Manchester, NH
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Business ConsultingCommercial Brokerage Services company Jackman Commercial Realty, Inc. Specializes in Commercial Brokerage Services and Commercial Financing. They were launched in 1995.
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UndisclosedUndisclosed2 - 9Nashua, NH
Services provided
20% Accounting30% Commercial Property Management20% Commercial Brokerage Services +2 services20% Marketing Strategy10% AdvertisingCommercial Property Management company Central Realty Inc specializes in Commercial Property Management and Accounting. They are headquartered in Nashua, New Hampshire.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
20% Accounting50% Commercial Brokerage Services30% Market ResearchBespoke Commercial Real Estate is a Commercial Brokerage Services company founded in 2013. The small team provides Commercial Brokerage Services and Market Research.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting60% Commercial Financing20% Digital StrategyRJ Investments, a Commercial Financing company, was launched in 2017. The team focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
20% Accounting40% HR Outsourcing20% Corporate Training & Coaching +1 service20% HR ConsultingLocated in Oklahoma City, Oklahoma, Onward Solutions is a HR Outsourcing company. Their services include HR Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
Services provided
20% Accounting50% HR Outsourcing10% HR Consulting +2 services10% Recruiting10% StaffingPartners Human Resources is a HR Outsourcing company. They are headquartered in Oklahoma City, Oklahoma. Their team provides HR Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting30% Business Consulting30% Commercial Financing +1 service20% Market ResearchRoupp Acquisitions Inc is a small Commercial Financing company in Seattle, Washington. The team provides Commercial Financing and Business Consulting.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting40% Commercial Property Management20% Commercial Brokerage Services +1 service20% Commercial FinancingIn Seattle, Washington, Real Assets Property Services, Inc. Is a small Commercial Property Management company. The team specializes in Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting30% Commercial Brokerage Services20% Commercial Property Management +2 services20% Marketing Strategy10% AdvertisingReal Property Management Boston, a Commercial Brokerage Services company, is in Boston, Massachusetts. They specialize in Commercial Brokerage Services and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Boston, MA
Services provided
20% Accounting60% Commercial Property Management20% Commercial Brokerage ServicesWalcott Corporation is a Commercial Property Management company. Their small team of employees is located in Boston, Massachusetts. Their team focuses on Commercial Property Management and
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UndisclosedUndisclosed2 - 9
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Commercial Property ManagementActon Management is a small Commercial Brokerage Services company. Launched in 1975, the team specializes in Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Lakeland, FL
Services provided
20% Accounting30% Commercial Brokerage Services25% Commercial Financing +1 service25% Commercial Property ManagementSteinbauer Associates Inc. Is a Lakeland, Florida-based Commercial Brokerage Services company. Their services include Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting40% Commercial Property Management20% Commercial Financing +1 service20% StaffingWPS Inc. Is a small Seattle, Washington-based Commercial Property Management company. The team specializes in Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Commercial Property ManagementNCDG Realty & Property Management is a Commercial Brokerage Services company. Founded in 2014, the company provides Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Wayland, MA
Services provided
20% Accounting60% Commercial Brokerage Services20% Business ConsultingThe Orlov Company is a Commercial Brokerage Services company. The Wayland, Massachusetts-based firm was launched in 1994. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting40% Commercial Brokerage Services40% Commercial Property ManagementNiche Realty Associates is a Commercial Brokerage Services company. The Seattle, Washington-based company specializes in Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Accounting60% Commercial Property Management20% Commercial Brokerage ServicesApple Property Management is a Commercial Property Management company. They were established in 1989 and offer Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
Services provided
20% Accounting40% Commercial Property Management20% Commercial Brokerage Services +1 service20% Commercial FinancingSmall Commercial Property Management company Cascade Pacific Real Estate Services, LLC, is in Tacoma, Washington. The team provides Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Knoxville, TN
Services provided
20% Accounting40% HR Consulting20% Business Consulting +1 service20% Corporate Training & CoachingIntegrity HR Services, LLC is a HR Consulting company. Established in 2015, the team focuses on HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Charlestown, Australia
Services provided
20% Accounting40% Business Consulting40% Corporate Training & CoachingReal Balance Business Consulting is a Corporate Training & Coaching company. The team specializes in Corporate Training & Coaching and Business Consulting and is in Charlestown, Australia.
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UndisclosedUndisclosed2 - 9Chino Hills, CA
Services provided
20% Accounting30% Commercial Property Management20% Commercial Brokerage Services +2 services20% Social Media Marketing10% Architectural DesignEagle Management is a Chino Hills, California-based Commercial Property Management company. Launched in 2018, the team focuses on Commercial Property Management and Accounting.
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UndisclosedUndisclosed2 - 9Federal Way, WA
Services provided
20% Accounting50% Commercial Property Management30% Commercial FinancingCommercial Property Management company Zaran Sayre & Associates, Inc. Is located in Federal Way, Washington. They offer Commercial Property Management and Commercial Financing.
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UndisclosedUndisclosed2 - 9Jacksonville Beach, FL
Services provided
20% Accounting40% E-Commerce Development20% Custom Software Development +1 service20% Web DevelopmentCDev Technologies, a small e-commerce development firm, is based in Jacksonville Beach, Florida. The team offers E-Commerce Development and Accounting.
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UndisclosedUndisclosed2 - 9Palmdale, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Property Management +1 service20% Market ResearchEstablished in 1979, Dp Commercial Brokerage Inc is a small Commercial Brokerage Services company. Their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Development +3 services20% Commercial Property Management10% Commercial Financing10% Interior DesignREDD │Real Estate & Developmental Design, Inc., a small Accounting company, is headquartered in Beverly Hills, California. The team focuses on Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Kent, WA
Services provided
20% Accounting40% Commercial Brokerage Services40% Commercial Property ManagementAround The Clock, Inc. CRMC is a small Commercial Brokerage Services company founded in 1990. Their team provides Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
20% Accounting80% Commercial Brokerage ServicesDJM Commercial Real Estate is a Commercial Brokerage Services company based in Agoura Hills, California. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Development30% Commercial Financing +1 service20% Commercial Brokerage ServicesSmall Commercial Development company Sassony Commercial Real Estate Development, is in Los Angeles, California. Their services include Commercial Development and Commercial Financing.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting60% Commercial Financing20% Marketing StrategyThe Veld Group - Business Brokerage, Mergers & Acquisition is a small Commercial Financing company based in Los Angeles, California. The team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
20% Accounting60% Commercial Financing20% Market ResearchIn Pasadena, California, Valbridge Property Advisors | Los Angeles is a Commercial Financing company. They provide Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Culver City, CA
Services provided
20% Accounting50% Commercial Financing30% Commercial DevelopmentSmall Commercial Financing company Continental Development Group, LLC, is in Culver City, California. The team specializes in Commercial Financing and Commercial Development.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting20% Commercial Brokerage Services20% Commercial Development +2 services20% Commercial Financing20% Commercial Property ManagementLT Executive Search is a Los Angeles, California-based Accounting company. The team focuses on Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
Services provided
20% Accounting30% Commercial Financing30% Commercial Property Management +1 service20% Commercial Brokerage ServicesGold Standard Asset Management is a small Hawthorne, California-based Commercial Financing company. The team focuses on Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting40% Commercial Property Management20% Commercial Brokerage Services +1 service20% Marketing StrategyConrad Property Management Inc., a Commercial Property Management company, offer Commercial Property Management and Accounting. They were established in 2015.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting30% Commercial Brokerage Services30% Commercial Financing +1 service20% Commercial Property ManagementPlatinum Capital Realty, a small Commercial Brokerage Services company, is based in Los Angeles, California. The team specializes in Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Rancho Palos Verdes, CA
Services provided
20% Accounting40% Commercial Brokerage Services20% Commercial Property Management +1 service20% Market ResearchCommercial Brokerage Services company Harbor Property Management focuses on Commercial Brokerage Services and Accounting. They are based in Rancho Palos Verdes, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting40% Commercial Property Management30% Commercial Brokerage Services +1 service10% Digital StrategyLocated in Los Angeles, California, TNG Property Management is a small Commercial Property Management company. The team offers Commercial Property Management and Commercial Brokerage Services.
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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
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
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
Latest Accounting Articles
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5 Tips for Small Businesses Filing Their Taxes
Tax season is right around the corner — partnerships, LLCs, and S-Corporations are expected to file by March 14, 2024, while C-Corporations have until...
How to Create a Budget for Accounting Services [With Template]
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.