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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 Timely
Clients consistently express positive sentiments regarding the timeliness of 1-800Accountant's services. One client noted their punctuality in meetings and responsiveness to inquiries, stating they were 'on time for the meetings and very friendly.' Overall, feedback highlights that the company meets deadlines effectively and addresses client needs promptly, contributing to a satisfactory client experience.-
Accounting Services for Personal Development Coaching Co
5.0 Feb 21, 2025On time for the meetings and very friendly.
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Industry Experience
1-800Accountant has demonstrated expertise across diverse industries including Healthcare, Wellness & Fitness, Transportation, and Advertising & Marketing. Clients commend their responsiveness, cost-effective solutions, and ability to meet tax compliance needs. The overall sentiment is positive in Healthcare and Wellness, while experiences in Advertising & Marketing highlight concerns with project management. Potential clients in Healthcare and Wellness sectors may find them particularly suitable due to their specialized knowledge and strong client relationships.
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Wellness & Fitness Healthcare Transportation Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive 1-800Accountant as offering good value for money, frequently highlighting the company's pricing as fitting their budgets. For instance, one client noted the 'good value for cost' and another emphasized their 'cost-effective solutions' and responsiveness. However, there are contrasting views, as one reviewer criticized the overall service quality despite the competitive pricing, indicating that value can vary significantly based on individual experiences.Was this helpful?
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Undisclosed$200 - $300 / hr10 - 49New York, NYServices provided
85% Accounting15% Tax LawSee all 35 projectsGeorge Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.
2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In the past six months, clients have praised George Dimov, CPA for their professionalism, attention to detail, and effective communication. One client noted significant tax savings due to strategic advice, while another highlighted the team's thorough audit process that provided actionable insights. Overall, the sentiment is highly positive, with clients appreciating timely delivery and problem-solving capabilities, though some mentioned minor communication delays. The firm is recognized as a reliable partner for tax and audit services.Was this helpful?
Industry Experience
George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.
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Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight the value for money offered by George Dimov, CPA, noting that their pricing fits budgets and provides good value. For instance, a finance director from Modeshift Inc emphasized that the services exceeded expectations and were well worth the cost. Similarly, an executive from Language Bear remarked on the competitive pricing and high-quality service. Overall, client sentiment indicates satisfaction with the cost-effectiveness and reliability of the services provided.Was this helpful?
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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.
3 of 4 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsUnknown avg. project costRead 4 ReviewsAccounting PROJECT HIGHLIGHT
Accounting & Tax Filing Services for SaaS Data Company
5.0 — CoCountant provides accounting services for a SaaS data company. The team handles end-to-end financial accounting, monthly closing, financial statement preparation, A/R management, and sales tax Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with CoCountant's pricing, noting it fits their budgets and offers excellent value for the services provided. One client highlighted that the 'cost for the value is awesome,' while another emphasized 'competitive pricing' and the 'strong value of services offered.' Overall, the sentiment regarding cost-effectiveness is positive, with multiple clients affirming that CoCountant delivers high-quality work relative to its pricing.Was this helpful?
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View PackagesController-led finance on subscription
Pick the level of controller oversight that matches your complexity – upgrade anytime. $160 - Launch: Impeccably clean audit-ready books, signed-off with controller oversight. $460 - Scale: GAAP-perfect books, automated payroll + A P. $1270 -Command: Fractional finance team with Unlimited Ops-Finance and Pulse FP&A.Was this helpful?
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UndisclosedUndisclosed2 - 9Zagreb, Croatia
Services provided
10% Accounting20% Custom Software Development20% IT Managed Services +3 services20% IT Staff Augmentation20% IT Strategy Consulting10% Web DesignPantheon Računovodstvo is a small Accounting company based in Zagreb, Croatia. Their services include Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Cluj-Napoca, Romania
Services provided
10% Accounting20% IT Managed Services20% IT Strategy Consulting +4 services20% Mobile App Development10% Back Office Outsourcing10% Customer Service Outsourcing10% Sales OutsourcingNRS – No Rocket Science SRL is a small IT managed services company in Cluj-Napoca, Romania. The team provides IT managed services and IT strategy consulting.
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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.
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?
Industry Experience
Indinero has demonstrated strong expertise across several industries, notably Advertising & Marketing, Medical, and Financial Services. Clients commend their responsiveness, effective communication, and capability to streamline accounting processes, leading to improved financial clarity and compliance. In the Advertising & Marketing sector, they excelled in setting up efficient accounting systems. In Medical and Financial Services, their support in budgeting and strategic planning was particularly valued, establishing Indinero as a reliable partner for companies seeking comprehensive accounting solutions.
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Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Client feedback highlights that inDinero provides excellent value for money, with several clients noting that their pricing fits within budget constraints while delivering high-quality services. For instance, one client emphasized the 'good value for cost' and another mentioned their 'flexible pricing' structure. Overall sentiment reflects satisfaction with the efficiency and responsiveness of the team, making their services a worthwhile investment for improving financial management.Was this helpful?
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?
$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 Personable
Clients have consistently highlighted the personable nature of the Zenbooks team, noting their genuine interest in understanding client businesses and financial goals. One client emphasized the exceptional responsiveness of team members, Tara and Eric, who provided timely support and virtual meeting opportunities. Overall, the sentiment reflects a strong appreciation for Zenbooks' approachable and knowledgeable service, contributing to a positive client experience.-
Accounting for Business Services Company
5.0 Mar 30, 2026They seemed very knowledgable, personalble and had a geniune interest in getting to know my business and my financial goals. Tara and Eric were exceptionally responsive with the questions I had, especially as it was my first year of business. All of my submissions were made on time and I was always offered the opportunity to book virtual meetings to review any of the information.
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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?
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 - 9Cluj-Napoca, Romania
Services provided
10% Accounting50% Business Consulting30% Architectural Design +1 service10% Financial ConsultingLocated in Cluj-Napoca, Romania, ODAS Global Consulting SRL is a Business Consulting company. They offer Business Consulting and Architectural Design and were launched in 2003.
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UndisclosedUndisclosed2 - 9Woodbridge, VA
Services provided
10% Accounting50% Business Consulting40% Corporate Training & CoachingPinnacle Management Solutions Inc. (PMSI) is a small Woodbridge, Virginia-based Business Consulting company. The team offers Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
10% Accounting10% Application Testing10% BI & Big Data Consulting & SI +7 services10% Cloud Consulting & SI10% Custom Software Development10% Enterprise App Modernization10% Market Research10% Mobile App Development10% Other Application Development10% Web DevelopmentColumbia Consulting Group is a Market Research company. Established in 1997, the team specializes in Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
10% Accounting50% Commercial Brokerage Services40% Commercial FinancingCapital Property Advisors is a small Commercial Brokerage Services company established in 2000. Their team focuses on Commercial Brokerage Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Austin, TX
Services provided
10% Accounting30% Commercial Brokerage Services30% Commercial Property Management +3 services10% Commercial Development10% Commercial Financing10% Market ResearchEstablished in 1980, KVA, Inc. Is a small Commercial Brokerage Services company based in Austin, Texas. Their team specializes in Commercial Brokerage Services and Commercial Property Management.
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Featured
What are Featured Providers?
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
UndisclosedUndisclosed10 - 49Services provided
25% Accounting25% Business Consulting25% Financial Advising & Planning +1 service25% Financial ConsultingSee all 3 projectsClarity Tax Group & CPA's is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. The reviews reflect 100% positive feedback, highlighting their timely and accurate service delivery. Clients appreciate their responsiveness and professionalism, with 50% mentioning the ease of maintaining bookkeeping records and tax information.
2 of 2 reviews are 5 stars2 new reviews for Accounting servicesLess than $10,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Recent client feedback for Clarity Tax Group & CPA's highlights their exceptional service and responsiveness. Clients appreciate timely payroll, accurate financial reporting, and effective bookkeeping practices. One client noted, 'Clarity always is quick to answer questions or needs,' while another emphasized their 'great service' and lack of issues compared to previous accounting experiences. Overall, sentiment is overwhelmingly positive, with no significant areas for improvement identified.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 monthsLess than $10,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting, Bookkeeping & Payroll Processing for Painting Co
5.0 — Clarity Tax Group & CPA's provides accounting and payroll processing services for a painting company. The team is responsible for managing the client's bookkeeping and payroll and creating financial Read moreWas this helpful?
Industry Experience
Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
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ConstructionWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.Was this helpful?
UndisclosedUndisclosed2 - 9Hainesport, NJServices provided
100% AccountingSee all 2 projectsWasserman Accounting CPA is a professional accounting services firm offering comprehensive solutions such as bookkeeping, tax preparation, financial reporting, and business auditing. The reviews indicate a strong focus on reliability, compliance, and clear communication, with 100% of reviewers noting their impressive project management and responsiveness. Clients appreciate their proactive approach to financial statement preparation and tax planning.
Reviews mention Timely
Clients express high satisfaction with Wasserman Accounting CPA's timeliness, noting that all statutory filings were submitted on time and payroll was processed correctly each month. One client highlighted their steady project management, stating that core items were generally delivered on time with clear communication and timely updates. Overall, the sentiment reflects reliability and consistency in meeting deadlines, contributing to a smooth operational experience.-
Accounting Services for Digital Marketing Agency
5.0 Dec 1, 2025Their project management was steady. Most core items were delivered on time, and statutory deadlines were met. Communication was generally clear, and they responded to my needs when asked.
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2 of 2 reviews are 5 stars2 new reviews for Accounting services$10,000 – $49,000 avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
In recent reviews, clients highlight Wasserman Accounting CPA's reliability and proactive communication. One client noted their impressive consistency in managing essential accounting tasks and meeting statutory deadlines, while another emphasized their focus on delivering clean financial statements and proactive tax planning. Overall, feedback reflects a high level of satisfaction with their project management and responsiveness, with no reported areas for improvement, indicating a strong fit for businesses seeking dependable financial support.Was this helpful?
2 of 2 Accounting reviews are 5 stars2 new reviews for Accounting in past 6 months$10,000 – $49,000 avg. project costRead 2 ReviewsAccounting PROJECT HIGHLIGHT
Accounting Services for Digital Marketing Agency
5.0 — Wasserman Accounting CPA provides ongoing financial support for a digital marketing agency. The tasks include managing payroll, preparing statutory filings, maintaining financial records, and Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients commend Wasserman Accounting for their cost-effectiveness and overall value for money. One client noted the firm's pricing fit their budget while providing good value for the cost, emphasizing their reliable and consistent service. Another client highlighted the firm's proactive approach, ensuring timely financial reporting and tax planning, which contributed to their satisfaction. Overall, the sentiment reflects a strong appreciation for the firm's affordability relative to the quality of service delivered.Was this helpful?
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UndisclosedUndisclosed2 - 9Shanghai, China
Services provided
10% Accounting20% Business Consulting10% Advertising +8 services10% Event Marketing10% Logistics & Supply Chain Consulting10% Market Research10% Translation5% Bankruptcy Law5% Corporate Law5% Intellectual Property Law5% Tax LawCEC - China Expert Consulting (China) Limited is a small Business Consulting company in Shanghai, China. The team offers Business Consulting and Advertising.
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UndisclosedUndisclosed2 - 9Rochester, NY
Services provided
10% Accounting80% Financial Consulting10% Business ConsultingCar-Len Enterprise Corporation, a Financial Consulting company, is based in Rochester, New York. The team focuses on Financial Consulting and Business Consulting.
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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?
Industry Experience
Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
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Advertising & marketingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.Was this helpful?
$1,000+Undisclosed10 - 49Londonderry, NHServices provided
80% Accounting10% Back Office Outsourcing10% Fractional CFO ServicesSee all 22 projectsAppletree Business Services is a comprehensive accounting services firm offering bookkeeping, tax preparation, payroll, and financial analysis. Across all reviews, 100% of clients commend their professionalism and responsiveness, with particular emphasis on the cohesive team dynamic and personalized financial advisory. Many clients also appreciate their ability to handle transitions smoothly, ensuring financial clarity and efficiency.
Reviews mention Professional
The feedback regarding Appletree Business Services highlights a strong sense of professionalism. Clients praised the team for their knowledgeable and proactive approach, specifically noting Diane's contributions as extremely helpful and professional. The company is recognized for delivering a practical and direct methodology in their services, ensuring that clients are well-informed and supported throughout the process. Overall, sentiments reflect a high level of satisfaction with their professionalism and effectiveness in project management.-
Accounting Services for Electrical Services Company
5.0 Jul 25, 2025The team at Appletree encountered unexpected hurdles with our company and finances, but they tackled it head on and helped ensure that we were set up for success. Diane was especially knowledgeable and extremely professional and helpful. She responded with a positive and proactive attitude, and I've learned a lot working with her. They provide a very professional, yet very practical approach to their services. They are also very direct with their input and recommendations, which is extremely helpful.
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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 - 9Atlanta, GA
Services provided
10% Accounting50% Marketing Strategy40% Business ConsultingDynamic Essential Services Consulting Group is a Marketing Strategy company. Their small team is based in Atlanta, Georgia. Their team specializes in Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
10% Accounting10% Advertising10% Business Consulting +7 services10% Commercial Property Management10% Corporate Training & Coaching10% Cybersecurity10% Marketing Strategy10% Mobile App Development10% Staffing10% Web DevelopmentAll Inclusive Management Group is an Advertising company. Launched in 2019, their team offers Advertising and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Berlin, Germany
Services provided
10% Accounting30% Commercial Property Management20% Commercial Brokerage Services +2 services20% Commercial Financing20% Financial Advising & PlanningCommercial Property Management company G&E Property Invest GmbH was founded in 2018. Headquartered in Berlin, Germany, the team offers Commercial Property Management and Commercial Brokerage
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UndisclosedUndisclosed2 - 9Cape Town, South Africa
Services provided
10% Accounting20% Content Marketing20% Social Media Marketing +5 services10% Back Office Outsourcing10% Email Marketing10% Event Marketing10% Graphic Design10% Web DesignSocial media marketing agency The Virtual Studio SA was founded in 2019. Headquartered in Cape Town, South Africa, the team offers Social Media Marketing and Content Marketing.
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UndisclosedUndisclosed2 - 9Akureyri, Iceland
Services provided
10% Accounting90% Commercial FinancingEnor is a small Commercial Financing company in Akureyri, Iceland and Húsavík, Iceland. The team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Sopot, Poland
Services provided
10% Accounting20% Business Consulting20% E-Commerce Development +4 services20% Internet & Technology Law10% Cloud Consulting & SI10% Corporate Training & Coaching10% IT Strategy ConsultingLegal Geek is a small e-commerce development firm based in Sopot, Poland. Their services include E-Commerce Development and Business Consulting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
10% Accounting20% Financial Advising & Planning15% Business Consulting +5 services15% Financial Consulting10% Commercial Brokerage Services10% Commercial Financing10% Commercial Property Management10% Funding & InvestmentFounded in 2018, Burlington Real Estate is a Financial Advising & Planning company. Their team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
10% Accounting30% Business Consulting20% Architectural Design +2 services20% Commercial Brokerage Services20% Commercial DevelopmentREINA Company is a Business Consulting company. They specialize in Business Consulting and Architectural Design and were founded in 2020.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
10% Accounting15% Branding10% Business Consulting +8 services10% Email Marketing10% Mobile App Development10% Pay Per Click10% Search Engine Optimization10% Web Development5% Content Marketing5% E-Commerce Development5% Graphic DesignBranding firm MARS Management Consultants was launched in 2004. The agency specializes in Branding and Email Marketing, and is small.
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UndisclosedUndisclosed2 - 9Wilmette, IL
Services provided
10% Accounting50% Financial Advising & Planning30% Insurance Services & Brokers +1 service10% Commercial FinancingLifetime Financial Group, a Financial Advising & Planning company, is in Wilmette, Illinois. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
10% Accounting50% Financial Advising & Planning40% Insurance Services & BrokersMerino Wealth Management is a Financial Advising & Planning company founded in 2016. Based in Chicago, Illinois, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
Services provided
10% Accounting20% Advertising20% Blockchain Marketing +3 services20% Email Marketing15% Business Consulting15% Financial Advising & PlanningZero Ω, a small Advertising company, is located in Denver, Colorado and Vancouver, Canada. The team provides Advertising and Email Marketing.
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UndisclosedUndisclosed2 - 9Berlin, Germany
Services provided
10% Accounting20% Branding20% Commercial Development +4 services20% Marketing Strategy10% Commercial Financing10% Graphic Design10% LogoThe Drivery, a branding company, offer Branding and Marketing Strategy. They were established in 2018.
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UndisclosedUndisclosed2 - 9
Services provided
10% Accounting20% Commercial Property Management10% Building Security Services +6 services10% Business Consulting10% Corporate Training & Coaching10% Digital Strategy10% Recruiting10% Sales Outsourcing10% UX/UI DesignCoworking Wednesday is a Commercial Property Management company in Kharkiv, Ukraine. They focus on Commercial Property Management and Digital Strategy.
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UndisclosedUndisclosed2 - 9
Services provided
10% Accounting60% Commercial Property Management20% Business Consulting +1 service10% Search Engine OptimizationSmartworking GARDEN is a Commercial Property Management company. The company is headquartered in Kyiv, Ukraine. Their services include Commercial Property Management and Business Consulting.
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UndisclosedUndisclosed2 - 9
Services provided
10% Accounting80% Executive Search10% Commercial FinancingTim Green Executive Search is an Executive Search company established in 2013. Headquartered in London, England, the team specializes in Executive Search and Commercial Financing.
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UndisclosedUndisclosed2 - 9Alicante (Alacant), Spain
Services provided
10% Accounting30% Commercial Brokerage Services30% Commercial Property Management +2 services20% Commercial Development10% Commercial FinancingParadise Property Spain is an Alicante (Alacant), Spain-based Commercial Brokerage Services company. They provide Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9
Services provided
10% Accounting10% Application Testing10% BI & Big Data Consulting & SI +7 services10% Business Consulting10% Cybersecurity10% Digital Strategy10% IT Managed Services10% Mobile App Development10% Public Relations10% Web DevelopmentLaunched in 2019, 13 Layers is a small public relations company. Their services include Public Relations and Digital Strategy.
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UndisclosedUndisclosed2 - 9Valparaiso, IN
Services provided
10% Accounting30% Business Valuation Services30% Financial Advising & Planning +1 service30% Insurance Services & BrokersFinancial Advising & Planning company Harvest Wealth Partners is in Valparaiso, Indiana. They provide Financial Advising & Planning and Insurance Services & Brokers and were established in 2008.
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UndisclosedUndisclosed2 - 9
Services provided
10% Accounting20% Cybersecurity15% Business Consulting +4 services15% Compliance Consulting15% IT Managed Services15% Mobile App Development10% Corporate Training & CoachingCybersecurity company Lipovsky Consulting Group, LLC provides Cybersecurity and IT managed services. They are based in Arlington, Virginia.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
10% Accounting50% Content Writing Services20% Business Consulting +2 services10% Funding & Investment10% Market ResearchContent Writing Services company Canadian Grants was launched in 2022. Based in Toronto, Canada, the team specializes in Content Writing Services and Business Consulting.
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UndisclosedUndisclosed2 - 9Plano, TX
Services provided
10% Accounting40% Financial Advising & Planning20% Financial Consulting +2 services20% Insurance Services & Brokers10% Business ConsultingFinancial Advising & Planning company Surely Now was launched in 2021. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Hook Norton, England
Services provided
10% Accounting70% BI & Big Data Consulting & SI20% CybersecurityS-branch is a big data company. Launched in 2018, their team specializes in BI & big data consulting & SI and Cybersecurity.
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UndisclosedUndisclosed2 - 9Windsor, Canada
Services provided
10% Accounting40% Financial Advising & Planning20% Financial Consulting +2 services20% Funding & Investment10% Insurance Services & BrokersDevin Financial Group, a Financial Advising & Planning company, offers Financial Advising & Planning and Funding & Investment. The firm is located in Windsor, Canada.
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UndisclosedUndisclosed2 - 9London, England
Services provided
10% Accounting20% Business Consulting20% Financial Advising & Planning +3 services20% Financial Consulting20% Insurance Services & Brokers10% Funding & InvestmentSwallow Financial Planning is a Business Consulting company. The London, England-based company focuses on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9London, England
Services provided
10% Accounting20% Financial Advising & Planning20% Financial Consulting +3 services20% Funding & Investment20% Insurance Services & Brokers10% Market ResearchBunker Riley Financial Planning is a small Financial Advising & Planning company. Established in 1997, the team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Lanark, Scotland
Services provided
10% Accounting30% Financial Advising & Planning20% Financial Consulting +2 services20% Funding & Investment20% Insurance Services & BrokersFinancial Advising & Planning company Adelp Financial Solutions offers Financial Advising & Planning and Insurance Services & Brokers. They are headquartered in Lanark, Scotland.
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UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
10% Accounting50% Funding & Investment20% Commercial Financing +2 services10% Business Consulting10% Financial Advising & PlanningBased in Dallas, Texas, Strait Lane Capital Partners, LLC is a small Funding & Investment company. The team focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
10% Accounting70% Financial Advising & Planning20% Financial ConsultingShilanski & Associates, Inc is a small Anchorage, Alaska-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
Services provided
10% Accounting50% Financial Advising & Planning20% Financial Consulting +1 service20% Insurance Services & BrokersU.S. Central Financial is a small Omaha, Nebraska-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Riverview, FL
Services provided
10% Accounting30% Business Consulting30% Commercial Financing +1 service30% Financial ConsultingIn Riverview, Florida, Luis Zavala Consulting is a small Business Consulting company. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Falls Church, VA
Services provided
10% Accounting50% Financial Consulting40% Financial Advising & PlanningLaunched in 2005, Krosnowski & Scott is a Financial Consulting company. Their services include Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Dartford, England
Services provided
10% Accounting60% Financial Consulting10% Commercial Financing +2 services10% HR Consulting10% RecruitingKnowledge Base Associates (Pvt) Ltd is a small Financial Consulting company based in Dartford, England. Their services include Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9London, England
Services provided
10% Accounting60% Financial Consulting10% Executive Search +2 services10% Financial Advising & Planning10% Funding & InvestmentCaravel is a Financial Consulting company. The team is headquartered in London, England and Luxembourg, Luxembourg, and their services include Financial Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bratislava, Slovakia
Services provided
10% Accounting20% Mobile App Development10% Application Testing +6 services10% Content Marketing10% Event Marketing10% Pay Per Click10% Search Engine Optimization10% Social Media Marketing10% Web DevelopmentQS GO Solutions s.r.o., a mobile application development firm, was launched in 2020. Headquartered in Bratislava, Slovakia, the team focuses on Mobile App Development and Event Marketing.
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UndisclosedUndisclosed2 - 9Quincy, MA
Services provided
10% Accounting20% Recruiting20% Recruitment Process Outsourcing +4 services20% Staffing10% Back Office Outsourcing10% Benefits Administration10% HR ConsultingLaunched in 2016, Ronan HR Solutions is a Staffing company. The team provides Staffing and Recruiting and is located in Quincy, Massachusetts.
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UndisclosedUndisclosed2 - 9New York, NY
Services provided
10% Accounting30% Recruitment Process Outsourcing20% Executive Search +2 services20% Recruiting20% StaffingBased in New York, New York and Manchester, New Hampshire, PharmaOut is a Recruitment Process Outsourcing company. The team offers Recruitment Process Outsourcing and Staffing.
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UndisclosedUndisclosed2 - 9Conshohocken, PA
Services provided
10% Accounting50% Executive Search20% Recruiting +1 service20% Recruitment Process OutsourcingJo D Consulting, an Executive Search company, provide Executive Search and Recruiting. They were launched in 2012.
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UndisclosedUndisclosed2 - 9Berlin, Germany
Services provided
10% Accounting50% Talent Representation20% Corporate Training & Coaching +2 services10% Financial Advising & Planning10% Public RelationsBased in Berlin, Germany, B360 Sports Agency SE is a small Talent Representation company. Their services include Talent Representation and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Köln, Germany
Services provided
10% Accounting50% Talent Representation20% Sports Marketing +2 services10% Branding10% Public RelationsSport Humanagement GmbH is a Talent Representation company. Established in 2016, their team specializes in Talent Representation and Sports Marketing.
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UndisclosedUndisclosed2 - 9Hopkins, MN
Services provided
10% Accounting25% Executive Search25% Recruitment Process Outsourcing +3 services20% Business Consulting10% Recruiting10% StaffingHenderson Search & Consulting is an Executive Search company located in Hopkins, Minnesota. They provide Executive Search and Recruitment Process Outsourcing and were launched in 2019.
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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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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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How to Create a Budget for Accounting Services [With Template]
Use our custom template for your accounting budgeting process.
Top Accountants and Accounting Firms
An accounting firm manages and analyzes a business’s financial activities. Core responsibilities include bookkeeping, preparing financial statements, filing taxes, and advising on cash flow and compliance. Many firms also offer strategic insights such as budgeting, forecasting, and risk management to help leadership make informed decisions. In short, accountants translate numbers into actionable business intelligence.
Typical offerings include:
- Bookkeeping & general ledger maintenance
- Payroll processing and payroll tax filings
- Tax preparation, planning, and advisory
- Audit and assurance (internal or external)
- Financial reporting under GAAP or IFRS
-
CFO or controller outsourcing
-
Specialized niches—estate planning, fiduciary accounting, or ERP system implementation Firms often bundle these services into customizable packages, letting you scale support as your organization grows.
Pricing depends on location, complexity, and scope:
- Basic monthly bookkeeping: $500–$2,000
- Full-service accounting (bookkeeping + payroll + tax): $2,000–$10,000 per month
- Annual audit for SMBs: $10,000–$50,000
- Hourly consulting: $100–$300+
Rates rise for Big Four–level audits, multi-entity consolidations, or highly regulated industries. Always request detailed proposals outlining deliverables, hourly rates, and any one-time fees.
Start by defining your must-have services and budget. Then:
- Check Clutch reviews for verified client experiences.
- Evaluate industry expertise—manufacturing, SaaS, nonprofit, etc.
- Confirm certifications (CPA, ACCA) and regulatory compliance.
- Assess communication style and tech stack (cloud platforms, automation tools).
- Request sample reports to gauge clarity and depth.
Shortlist two or three firms and schedule discovery calls before making a final decision.
- Lack of transparency about pricing or engagement scope
- Guarantees of “huge tax refunds” without context
- No proof of professional liability insurance
- Outdated software or resistance to cloud-based tools
- Slow or unclear communication during the proposal stage
If any of these arise, keep looking.
- Which industries do you specialize in?
- Who will be my day-to-day contact, and what are their qualifications?
- How do you ensure data security and confidentiality?
- What software platforms do you use, and can you integrate with our systems?
- How do you measure success and report on KPIs?
- Can you provide references for similar engagements?
Well-prepared answers indicate a firm’s readiness to support your business.
Outsourcing gives you on-demand access to a multidisciplinary team such as tax specialists, auditors, and CFO-level advisors, often at a lower cost than maintaining full-time staff. You also gain independent oversight, reduced fraud risk, and scalable expertise as your company expands.
Bookkeepers focus on daily transaction recording and basic reconciliations. Certified Public Accountant (CPA) firms can perform audits, represent you before tax authorities, and provide higher-level advisory services. Growing businesses often start with bookkeeping, then engage a CPA firm for complex compliance and strategic guidance.
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