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Top Financial Consultants in Orange County

Ratings Updated: November 6, 2026

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Vessel Advisors

5.0 10 reviews

$5,000+

$150 - $199 / hr

50 - 249

Irvine, CA

Services provided

10% Financial Consulting

55% Fractional CFO Services

25% Accounting +1 service

10% Executive Search

Vessel Advisors is a finance consultancy specializing in financial planning and consulting services. The company consistently receives high praise for its professionalism, integrity, and effective financial advisement. With 100% of reviewers highlighting their impressive strategic financial planning and structured reporting capabilities, Vessel Advisors excels in delivering clarity, accuracy, and growth-driven solutions to diverse industries.

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8 of 8 reviews are 5 stars

4 new reviews for Financial Consulting services

$50,000 – $199,999 avg. project cost

Reviewed 8 times in the past 6 months
Vessel Advisors has received overwhelmingly positive feedback in recent reviews, highlighting their expertise in financial consulting and strategic planning. Clients noted significant improvements in financial clarity, operational efficiency, and profitability. For instance, one client reported saving over $25,000 annually through Vessel Advisors' recommendations. Their adaptability, timely project management, and deep understanding of client needs were frequently praised, with many clients expressing satisfaction with their overall engagement and the alignment of values. No areas for improvement were identified across reviews.
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Industry Experience

Vessel Advisors has received positive feedback across various industries, including insurance, financial services, medical, business services, and construction. Clients commend their expertise in financial consulting, strategic planning, and operational efficiency. The overall sentiment highlights Vessel Advisors' adaptability, effective communication, and strong project management. They have notably improved clients' financial health, operational clarity, and strategic decision-making, making them a suitable partner for organizations seeking financial guidance in these sectors.
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Medical Financial services Insurance Construction

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2 of 2 Orange County-based reviews are 5 stars

2 Orange County-based reviews for Financial Consulting in past 6 months

Less than $10,000 avg. project cost for Financial Consulting services in Orange County

Orange County-based Financial Consulting project highlight

Financial Consulting for Medical Billing Company
5.0 — Vessel Advisors provided financial consulting services for a medical billing and practice management services company. The team created a financial forecasting tool to help the client maximize their Read more
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

4.9

Cost

4.9

Willing to Refer

5.0

Irvine-based clients praise Vessel Advisors for hands-on fractional CFO and accounting support, from forecasting, cash-flow planning, and job costing to financial reporting and finance-team development. They describe stronger financial visibility, more disciplined decisions, and trusted, proactive guidance embedded in their businesses.
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Life Elixir

4.5 2 reviews

$10,000+

$100 - $149 / hr

2 - 9

Newport Beach, CA

Services provided

10% Financial Consulting

30% AI Development

30% BI & Big Data Consulting & SI +2 services

20% Business Consulting

10% Logistics & Supply Chain Consulting

Life Elixir is a data science consulting firm specializing in leveraging data for meaningful insights and developing AI software models. Approximately 100% of reviewers highlighted their reliability and professional communication, although 50% noted opportunities for improved clarity with non-technical stakeholders. Their project management is efficient and responsive, making them a trustworthy choice for businesses seeking data-driven solutions.

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Reviews mention Knowledgeable
Clients express a highly positive sentiment regarding Life Elixir's knowledge and expertise, emphasizing their ability to create functional and reliable AI models. One client noted, 'I trusted and believed in their abilities,' highlighting their team's strong understanding of healthcare. The responsiveness and quick turnaround of assignments were also praised, with a client stating, 'Life Elixir was fast, turning assignments around quickly.' Overall, clients feel confident in Life Elixir's capabilities and their collaborative approach.

AI Model & Dev for Medical Device Distributor

5.0 Jan 27, 2020

I trusted and believed in their abilities, so there was little risk engaging Life Elixir. Their team had knowledge of healthcare, which helped a lot. We worked together cohesively.
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Industry Experience

Life Elixir has demonstrated expertise in the healthcare, biopharmaceuticals, and data science sectors, providing valuable solutions for clients needing data analysis and modeling. Feedback highlights their responsiveness, reliability, and strong communication skills, particularly in project management. Clients commend their ability to transform complex data into actionable insights, although there is room for improved communication with non-technical stakeholders. Overall, they are well-suited for projects in healthcare, cold chain logistics, and automation domains.
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Healthcare Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Life Elixir's services as cost-effective, with one client noting a $1,000 investment for reliable, functional work that contributed significantly to their project. Another client emphasized the owner's reliability and professionalism, indicating that they can depend on Life Elixir to deliver on promises. Overall, the sentiment reflects positive experiences regarding value for money, with clients appreciating the quality of work relative to the costs involved.
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Review Rating from Clients

4.5/5.0

Quality

4.3

Schedule

4.3

Cost

4.0

Willing to Refer

4.8

Local businesses in Irvine describe Life Elixir as a dependable data science partner, delivering consulting and custom modeling for logistics and healthcare-related products. Their reviews cite promising test results, a functional model ready for third-party testing, and responsive project collaboration.
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Meru Accounting

4.5 35 reviews

Undisclosed

< $25 / hr

1,000 - 9,999

Santa Ana, CA

Services provided

10% Financial Consulting

40% Finance & Accounting Outsourcing (FAO)

20% Tax Law +3 services

15% Back Office Outsourcing

10% Financial Advising & Planning

5% Fractional CFO Services

Meru Accounting specializes in bookkeeping, accounting, and tax preparation services. Reviews reveal a mixed performance with approximately 57% of clients expressing concerns about missed deadlines, unfulfilled commitments, and unprofessional conduct, while around 43% highlight timely delivery, responsiveness, and professionalism. Some clients commend their industry knowledge and personalized service, although issues with communication and project management were noted by others.

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Reviews mention Knowledgeable
Clients consistently praised Meru Accounting for their extensive industry knowledge and expertise. One client noted their 'impressive knowledge of our industry' in e-commerce bookkeeping, while another highlighted their 'deep knowledge on Accounting and tax.' Overall, the sentiment reflects a strong appreciation for Meru's capability to deliver timely and effective solutions, with multiple clients emphasizing their ability to meet specific needs and provide valuable insights.

Accounting Services for Real Estate Group

5.0 Jun 21, 2023

I highly recommend Meru Accounting for their exceptional follow-up and thorough service. Their prompt responses, attention to detail, expertise, and commitment to client education make them an outstanding choice for any business owner seeking top-notch accounting services.
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Accounting & Management Template Dev for Real Estate Firm

5.0 May 16, 2023

Industry knowledge and my ability to leverage the same. They were very intimately involved in the project to ensure success.
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Bookkeeping Services for E-Commerce Business

5.0 Oct 4, 2023

Good performance, they responded quickly and they know about e-commerce bookkeeping. I was most impressed with their knowledge of our industry.
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Accounting Services for Gaming Coaching Company

5.0 Mar 17, 2023

Deep knowledge on Accounting and tax. They always deliver on time. Very cost effective. The human touch and customer service is superb (they always answer emails and requests in less than 24h)
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Industry Experience

Meru Accounting has received mixed feedback across various industries, including healthcare, real estate, business services, and gaming. Clients from healthcare and eCommerce praised their responsiveness and timely service, while those from software and consulting expressed dissatisfaction with missed deadlines and service quality. Overall, their strengths lie in bookkeeping and accounting, particularly for small businesses, yet some reviews highlight significant weaknesses, particularly in communication and project management. Prospective clients in healthcare, eCommerce, and consulting may find a better fit, while others should exercise caution.
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Information technology Real estate Business services Healthcare Financial services Consulting Other industries eCommerce Human Resources IT Services Advertising & marketing Sports Education Gaming Software Consumer Products

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Average Project Cost Breakdown

Less than $10,000 (13) $10,000 to $49,000 (5)

What Clients Have Said
Feedback regarding Meru Accounting's cost and value for money is mixed. While some clients praised the firm for its competitive pricing and good value, noting that it fit their budgets and met expectations (e.g., 'Pricing fit our budget, good value for cost'), others reported dissatisfaction, citing unfulfilled services and disputes over deposits. Notably, a client stated they were charged for services never rendered, leading to a loss of $509.85. Overall, sentiment varies significantly across reviews.
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United States (17) Australia (2) Canada (2) Cayman Islands (1) India (1) Ireland (1) New Zealand (1)

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Tehrani & Velez, LLP

5.0 1 review

$5,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

10% Financial Consulting

80% Accounting

10% Business Consulting

Tehrani & Velez, LLP is a financial services firm specializing in small business tax filing, bookkeeping, and financial strategy consulting. The company receives overwhelmingly positive feedback, with clients highlighting their timely service and personalized approach. Approximately 100% of reviewers appreciate their tailored support and effective project management.

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Industry Experience

Tehrani & Velez, LLP has demonstrated strong expertise in the IT Services sector, particularly in tax filing and bookkeeping for small businesses. Clients commend their personalized service, timely deliverables, and effective communication. The firm's tailored approach ensures a significant positive impact on client financial management, with no reported issues like audits. Overall sentiment in this industry is highly favorable, making them a suitable choice for companies seeking dedicated financial support.
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IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive Tehrani & Velez, LLP as offering good value for money, with one client noting an investment of over $10,000 since 2009 without any audits or issues. Their ongoing relationship is marked by timely tax filings and personalized service despite their growth. The firm is praised for maintaining a tailored approach and providing reliable support, which enhances the overall perceived value of their services.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Reviewers in Irvine emphasize Tehrani & Velez, LLP's expertise in tax filing, bookkeeping, and financial strategy for small businesses. One long-term client says the team has consistently met deadlines, avoided filing issues, and adapted its services to the business's needs.
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A Bigger Bottom Line, LLC.

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Services provided

10% Financial Consulting

50% Accounting

40% Business Consulting

A Bigger Bottom Line, LLC. is a forward-thinking consultancy specializing in software integration and process optimization. With 100% positive feedback, clients commend their ability to transform companies into efficient, paperless entities using various software solutions. Reviewers consistently highlight their future-focused approach, patience, and commitment to delivering a substantial return on investment.

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Industry Experience

A Bigger Bottom Line, LLC has demonstrated strong expertise in the construction and advertising industries, facilitating cloud integrations and process optimizations for their clients. Feedback highlights their innovative approach and commitment to detail, allowing businesses to streamline operations significantly. Clients commend their forward-thinking solutions, resulting in increased efficiency and reduced reliance on traditional systems. Overall sentiment is highly positive, suggesting this provider is particularly well-suited for companies seeking modernization and integration in their operational processes.
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Construction

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients express a strong sentiment that A Bigger Bottom Line, LLC offers exceptional value for money. One client noted, "You get a lot more than you pay for," highlighting their forward-thinking approach and integration of advanced technologies. The monthly investment of approximately $1,900 USD is viewed as worthwhile, with clients appreciating the company's commitment and detailed communication. Overall, feedback suggests that the firm's services significantly enhance operational efficiency, justifying their pricing.
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Los Angeles, CA

4470 W Sunset Blvd Unit 90599
Los Angeles, CA 90027
1

855-752-6886

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Exasure

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Newport Beach, CA

Services provided

100% Financial Consulting

Founded in 2018, Exasure is a midsize Newport Beach, California-based Financial Consulting company. Their team specializes in Financial Consulting.
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Libre Tax Service

Not yet reviewed

Undisclosed

$50 - $99 / hr

10 - 49

Cerritos, CA

Services provided

25% Financial Consulting

25% Accounting

25% Financial Advising & Planning +1 service

25% Tax Law

Libre Tax Service is an Accounting company. The Cerritos, California-based team offers Accounting and Financial Advising & Planning.
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FSSI

Not yet reviewed

$25,000+

Undisclosed

50 - 249

Santa Ana, CA

Services provided

10% Financial Consulting

35% Fulfillment

15% Direct Marketing +3 services

15% Print Design

15% Web Development

10% Business Consulting

FSSI is a Fulfillment company based in Santa Ana, California and Coppell, Texas. Their services include Fulfillment and Direct Marketing.
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Blackstone Commodity Group

Not yet reviewed

$10,000+

< $25 / hr

50 - 249

Newport Beach, CA

Services provided

20% Financial Consulting

20% Commercial Financing

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Advising & Planning

20% Funding & Investment

Launched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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Tandy Consulting Inc

Not yet reviewed

Undisclosed

$100 - $149 / hr

2 - 9

Fullerton, CA

Services provided

15% Financial Consulting

45% Accounting

25% Fractional CFO Services +1 service

15% Business Consulting

Small Accounting company Tandy Consulting Inc, is based in Fullerton, California and Grover Beach, California. The team focuses on Accounting and Fractional CFO Services.
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The HXS Group

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Long Beach, CA

Services provided

10% Financial Consulting

20% Corporate Training & Coaching

20% HR Consulting +4 services

20% HR Outsourcing

10% Business Consulting

10% Recruiting

10% Staffing

Established in 2019, The HXS Group is a small Corporate Training & Coaching company. Their team specializes in Corporate Training & Coaching and HR Consulting.
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Long Beach, CA

261 Orizaba Avenue
Long Beach, CA 90803
2 - 5

8003740386

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CX Collective

5.0 13 reviews

$5,000+

$150 - $199 / hr

2 - 9

Inglewood, CA

Services provided

10% Financial Consulting

30% CRM Consulting and SI

20% Business Consulting +2 services

20% Call Center Services

20% Customer Service Outsourcing

CX Collective is a customer experience consultancy specializing in optimizing customer support systems, particularly through Zendesk implementation. Reviews consistently highlight their professionalism, expertise, and efficiency, with 100% of reviewers noting timely delivery and responsiveness. Impressively, they significantly reduced manual workloads and improved communication workflows, with some clients experiencing up to a 50% increase in ticket handling capacity without expanding their teams.

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Average Project Cost Breakdown

Less than $10,000 (7) $10,000 to $49,000 (3)

What Clients Have Said
Clients frequently commend CX Collective for providing excellent value for money, citing their competitive pricing and high-quality deliverables. One client noted that their pricing fit within budget while delivering 'good value for cost,' while another emphasized that the services exceeded expectations without exceeding the agreed-upon contract cost. Overall, feedback highlights a strong sentiment of satisfaction regarding the cost-effectiveness of CX Collective's services, with numerous clients expressing that the investment was worthwhile.
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More responsive than most other service providers

CX Collective is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (12) Canada (1)

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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Irvine-based clients praise CX Collective’s broad customer experience expertise, especially its Zendesk implementation, searchable help center, clear FAQs, automated replies, and agent playbooks. Reviewers also highlight its collaboration with developers and practical staffing and product-support recommendations, delivered on time to create a more efficient, scalable support operation.
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Service Squared

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Fountain Valley, CA

Services provided

10% Financial Consulting

45% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +3 services

10% Business Consulting

10% Compliance Consulting

10% Financial Advising & Planning

Service Squared is a Finance & Accounting Outsourcing (FAO) company. The Cupertino, California-based team specializes in Finance & Accounting Outsourcing (FAO) and Fractional CFO Services.
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Fountain Valley, CA

18396 Brookhurst Street
Fountain Valley, CA 927086704
16 - 20

(650) 960-7420

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London Consulting Group

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Irvine, CA

Services provided

20% Financial Consulting

80% Business Consulting

London Consulting Group, a Business Consulting company, offer Business Consulting and Financial Consulting. They were founded in 1991.
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bluhalo io Ltd

5.0 11 reviews

$1,000+

$300+ / hr

2 - 9

Los Angeles, CA

Services provided

10% Financial Consulting

80% Business Consulting

10% Marketing Strategy

bluhalo io Ltd is a Finance Consultancy offering Financial Consulting Services. Their clients report a 100% positive feedback rate, highlighting the company's ability to transform annual plans and targets. Clients commend their project management and personalized industry insights, indicating strong expertise in Financial Analysis and Planning.

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1 of 1 Financial Consulting reviews are 5 stars

Unknown avg. project cost

Financial Consulting PROJECT HIGHLIGHT

Financial Consulting for B2B Marketing Company
5.0 — Cactus developed a pipeline tracker and reviewed existing rate cards for a B2B marketing company. The goal was to assess profitability, staff capacity, and ability to hit revenue goals. Read more
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Industry Experience

Bluhalo io Ltd has demonstrated expertise primarily in the Advertising & Marketing sector, with notable success helping agencies grow, improve profitability, and refine strategic planning. Clients from this industry report a transformational impact on business outcomes, reaching growth targets and increasing revenue through tailored consulting. Additionally, they have provided valuable insights to clients in other sectors, such as Pharmaceuticals and Film Production, emphasizing their versatility and strong project management capabilities. Overall sentiment reflects high satisfaction, particularly within Marketing-related industries.
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Arts, entertainment & music Other industries Advertising & marketing

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $50,000 to $199,999 (3) $200,000 to $999,999 (2) Less than $10,000 (1)

What Clients Have Said
Overall feedback on bluhalo io Ltd indicates a strong alignment between cost and value. Clients frequently mention that their investment has yielded significant returns; for instance, one client stated, "the investment into their services is possibly the best money I have ever spent." Another highlighted that their business doubled in size due to Cactus' support. Clients appreciate the exceptional quality of service relative to cost, with sentiments like, "the quality of their work is exceptional," reinforcing their satisfaction with the pricing structure.
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Los Angeles, CA

The Preserve, 1370 N St. Andrews Place
Los Angeles, CA 90028
1

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Beyond Enterprizes

5.0 2 reviews

$10,000+

$50 - $99 / hr

10 - 49

Los Angeles, CA

Services provided

10% Financial Consulting

50% Blockchain

10% Business Consulting +3 services

10% Custom Software Development

10% IT Strategy Consulting

10% Mobile App Development

Beyond Enterprizes is a blockchain development company specializing in creating token and staking smart contracts, as well as developing innovative mobile apps. Feedback from reviews is overwhelmingly positive, highlighting their professionalism, responsiveness, client-centric approach, and cost control. Approximately 100% of reviewers mentioned their satisfaction with project management and communication, emphasizing timely delivery and flexibility.

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Reviews mention Unique expertise
Clients consistently commend Beyond Enterprizes for their unique expertise in blockchain technology and mobile app development. One client highlighted their extensive know-how and support during the discovery process, leading to a well-defined product strategy. Additionally, the ability to control costs and adhere to timelines, even in innovative projects, further emphasizes their specialized skills. Overall, the sentiment is highly positive, with clients expressing satisfaction and no noted areas for improvement.

MVP Development for Decentralized Ecosystem

5.0 Oct 18, 2022

They know how to build blockchain-based products, together with the skills and experience in building mobile apps.
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Industry Experience

Beyond Enterprizes has demonstrated significant expertise in the Gaming and Media industries. Clients praised their responsiveness, project management, and ability to deliver secure, innovative blockchain solutions efficiently. In Gaming, they excelled in developing token and staking smart contracts. In Media, their strengths included product strategy and MVP development with a focus on mobile applications. Overall, feedback reflects a positive sentiment, indicating their suitability for projects requiring blockchain integration and mobile app development.
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Gaming Media

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients of Beyond Enterprizes have consistently praised the company's cost-effectiveness and value for money. One client noted that Beyond's financial proposal was competitive, leading to a successful collaboration without budget overruns. Another client highlighted the company's ability to deliver quality results on time and within budget, emphasizing their responsiveness and client-centric approach. Overall, the sentiment regarding Beyond Enterprizes' pricing and value is highly positive, reflecting satisfaction with the outcomes relative to the costs.
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Lalea & Black

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

10% Financial Consulting

60% Accounting

20% Business Consulting +1 service

10% Finance & Accounting Outsourcing (FAO)

Lalea & Black is a financial services company specializing in accounting, tax strategy, and executive-level financial advice. They have received 100% positive feedback, with clients praising their high-quality financial services and seamless workflows. Many reviewers highlight the team's expertise, particularly Daniel's exceptional client care and actionable financial guidance.

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Industry Experience

Lalea & Black has demonstrated expertise primarily in the Advertising & Marketing industry, where they provided ongoing accounting and financial strategy services. Clients commend their world-class CPA skills, emphasizing Daniel's relationship management and actionable financial advice, which positively impacted profitability. The overall sentiment is highly favorable, indicating that Lalea & Black is a strong fit for companies seeking reliable financial support in this sector.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend Lalea & Black for delivering high-quality financial services that align with their pricing. One CEO noted that the expertise provided by Daniel, a world-class CPA, has significantly enhanced their profitability, justifying the investment. The seamless workflow and minimal demands on their team further emphasize the value for money. Overall, clients express satisfaction with the cost relative to the exceptional quality and personalized care received.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Los Angeles clients praise Lalea & Black for expert outsourced accounting, bookkeeping, tax preparation, and executive-level financial strategy. They highlight seamless workflows, actionable planning, and attentive service, noting that the financial advice has helped improve profitability.
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Orange County Bookkeeping

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Aliso Viejo, CA

Services provided

20% Financial Consulting

20% Accounting

20% Digital Asset Management +2 services

20% Finance & Accounting Outsourcing (FAO)

20% Tax Law

Orange County Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company located in Aliso Viejo, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Brookseed Partners, Inc.

Not yet reviewed

$1,000+

$150 - $199 / hr

Freelancer

Huntington Beach, CA

Services provided

34% Financial Consulting

33% Business Consulting

33% Fractional CFO Services

Brookseed Partners, Inc. Is a Financial Consulting company. The team provides Financial Consulting and Business Consulting, and the firm is headquartered in Huntington Beach, California.
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Aim Group LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

City of Industry, CA

Services provided

50% Financial Consulting

50% Insurance Services & Brokers

Financial Consulting and Insurance Services & Brokers company Aim Group LLC provides Financial Consulting and Insurance Services & Brokers. They were established in 2000.
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Grace Wealth Management Group, Inc.

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Costa Mesa, CA

Services provided

20% Financial Consulting

20% Business Consulting

20% Business Continuity Management +2 services

20% Financial Advising & Planning

20% Insurance Services & Brokers

Based in Costa Mesa, California, Grace Wealth Management Group, Inc. Is a Business Consulting company. They focus on Business Consulting and Financial Advising & Planning.
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Upmetrics

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Los Angeles, CA

Services provided

20% Financial Consulting

60% Business Consulting

20% Market Research

Business Consulting company Upmetrics was established in 2019. The firm focuses on Business Consulting and Market Research.
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First Financial Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Pasadena, CA

Services provided

20% Financial Consulting

50% Financial Advising & Planning

30% Funding & Investment

Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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Business taxes and More

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

La Cañada Flintridge, CA

Services provided

50% Financial Consulting

50% Accounting

Business taxes and More is an Accounting and Financial Consulting company launched in 2017. The team focuses on Accounting and Financial Consulting and is based in La Cañada Flintridge, California.
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Harry C. Lin, CPA A Professional Corporation

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Diamond Bar, CA

Services provided

10% Financial Consulting

70% Accounting

20% Business Consulting

Harry C. Lin, CPA A Professional Corporation is an Accounting company. They provide Accounting and Business Consulting and are headquartered in Diamond Bar, California.
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Center for Nonprofit Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

80% Financial Consulting

20% Corporate Training & Coaching

Launched in 1995, Center for Nonprofit Management is a small Los Angeles, California-based Financial Consulting company. Their services include Financial Consulting and Corporate Training &
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Wave 3 Consultants

Not yet reviewed

$25,000+

$150 - $199 / hr

2 - 9

Laguna Niguel, CA

Services provided

10% Financial Consulting

40% Business Consulting

20% Digital Strategy +3 services

10% Finance & Accounting Outsourcing (FAO)

10% HR Consulting

10% HR Outsourcing

Wave 3 Consultants is a Business Consulting company. In Laguna Niguel, California, the company focuses on Business Consulting and Digital Strategy.
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KBKG

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Pasadena, CA

Services provided

40% Financial Consulting

50% Accounting

10% Business Consulting

Headquartered in Pasadena, California, KBKG is an Accounting company. Their services include Accounting and Financial Consulting.
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Ecostrat Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Anaheim, CA

Services provided

30% Financial Consulting

40% Business Consulting

30% Waste Management

Ecostrat Inc. Is a Business Consulting company founded in 1997. The agency specializes in Business Consulting and Waste Management, and is small.
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Anaheim, CA

PMB 3033 201 E Center St Ste 112
Anaheim, CA 92805
1

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Harmon Street

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Irvine, CA

Services provided

25% Financial Consulting

25% Business Consulting

25% Commercial Financing +1 service

25% Financial Advising & Planning

Harmon Street, a Business Consulting company, is headquartered in Irvine, California. Their services include Business Consulting and Commercial Financing.
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Diamond H Financial

Not yet reviewed

Undisclosed

$200 - $300 / hr

Freelancer

Diamond Bar, CA

Services provided

30% Financial Consulting

20% Business Consulting

20% Funding & Investment +2 services

20% Immigration Law

10% Commercial Development

Diamond H Financial, a small Financial Consulting company, is based in Diamond Bar, California. The team offers Financial Consulting and Funding & Investment.
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DealPoint Merrill

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

10% Financial Consulting

50% Commercial Financing

40% Funding & Investment

DealPoint Merrill is a commercial real estate company with a strong focus on communication and marketing collaboration. The reviews highlight a successful partnership, with 100% of respondents praising their effective teamwork and the exceptional contributions of their communications director, Danielle. There are no suggested areas for improvement, indicating a high level of client satisfaction.

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Industry Experience

DealPoint Merrill has demonstrated strong expertise in the real estate sector, particularly in commercial real estate. Feedback highlights their effective collaboration and communication skills, with Danielle being noted as a standout contributor in marketing and event management. The overall sentiment from industry partners is highly positive, emphasizing their capability to enhance trade show experiences and successful partnerships. Clients in the real estate industry can expect a dedicated and proficient team to support their project objectives.
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Real estate

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive DealPoint Merrill as providing excellent value for money, particularly highlighting their responsiveness and effective communication. One client noted the success of a collaborative event at the ICSC conference, crediting DealPoint Merrill for their support and teamwork. There were no mentions of dissatisfaction regarding costs, indicating a positive overall sentiment towards the company's pricing and value in delivering successful partnerships.
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Kaizen Sigma LLC

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Los Angeles, CA

Services provided

10% Financial Consulting

20% Content Marketing

15% Social Media Marketing +5 services

15% Video Production

10% Advertising

10% Business Consulting

10% Corporate Photography

10% Search Engine Optimization

Kaizen Sigma LLC offers professional design services, particularly in book design. Client feedback consistently highlights their exceptional work quality and effective collaboration, with no noted areas for improvement. Overall, Kaizen Sigma LLC is highly recommended for their reliable and impressive service delivery.

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Progressive Realty Partners, Inc

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

10% Financial Consulting

20% Commercial Brokerage Services

20% Commercial Financing +4 services

20% Commercial Property Management

10% Business Consulting

10% Market Research

10% Marketing Strategy

Progressive Realty Partners, Inc is a Commercial Brokerage Services company established in 1996. The team offers Commercial Brokerage Services and Commercial Financing.
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Athena Property Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Tustin, CA

Services provided

10% Financial Consulting

30% Commercial Brokerage Services

30% Commercial Property Management +2 services

20% Digital Strategy

10% Business Consulting

Small Commercial Brokerage Services company Athena Property Management, is based in Tustin, California. The team offers Commercial Brokerage Services and Commercial Property Management.
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Milan Capital Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Anaheim, CA

Services provided

10% Financial Consulting

30% Commercial Brokerage Services

30% Commercial Development +2 services

20% Commercial Property Management

10% Business Consulting

Milan Capital Management is a Commercial Brokerage Services company. The team is in Anaheim, California, and their services include Commercial Brokerage Services and Commercial Development.
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One Hub Financial Services

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

Laguna Niguel, CA

Services provided

20% Financial Consulting

40% Accounting

20% Business Consulting +1 service

20% Financial Advising & Planning

One Hub Financial Services is an Accounting company. Their small team is located in Laguna Niguel, California. Their services include Accounting and Business Consulting.
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Commonwealth Capital Funding

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Los Angeles, CA

Services provided

50% Financial Consulting

50% Financial Advising & Planning

Commonwealth Capital Funding is a Financial Advising & Planning and Financial Consulting company launched in 2023. The small team provides Financial Advising & Planning and Financial Consulting.
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B. Riley Financial

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Los Angeles, CA

Services provided

20% Financial Consulting

20% Accounting

20% Business Valuation Services +2 services

20% Commercial Financing

20% Funding & Investment

B. Riley Financial is a Los Angeles, California-based Commercial Financing company. They specialize in Commercial Financing and Accounting and were founded in 1997.
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Herbert Financial Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Monrovia, CA

Services provided

20% Financial Consulting

20% Accounting

20% Business Consulting +2 services

20% Financial Advising & Planning

20% Insurance Services & Brokers

Herbert Financial Group, a Business Consulting company, was launched in 2021. The team offers Business Consulting and Accounting.
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California Short Sale Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Newport Beach, CA

Services provided

10% Financial Consulting

80% Commercial Brokerage Services

10% Business Consulting

Commercial Brokerage Services company California Short Sale Solutions offers Commercial Brokerage Services and Business Consulting. They are in Newport Beach, California.
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Facio LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

La Palma, CA

Services provided

10% Financial Consulting

70% Business Consulting

10% HR Consulting +1 service

10% Recruiting

Facio LLC is a small La Palma, California-based Business Consulting company. Their services include Business Consulting and Recruiting.
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State Financial

Not yet reviewed

$100,000+

Undisclosed

10 - 49

Los Angeles, CA

Services provided

25% Financial Consulting

25% Business Valuation Services

25% Commercial Financing +1 service

25% Financial Advising & Planning

State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.
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GB3 | CO

Not yet reviewed

$1,000+

$200 - $300 / hr

Freelancer

Laguna Niguel, CA

Services provided

20% Financial Consulting

60% Business Consulting

20% Market Research

In Laguna Niguel, California, GB3 | CO is a Business Consulting company. Launched in 2020, the team focuses on Business Consulting and Market Research.
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Partner Engineering & Science

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Torrance, CA

Services provided

10% Financial Consulting

60% Commercial Development

20% Engineering +1 service

10% Business Consulting

Launched in 2007, Partner Engineering & Science is a Commercial Development company. The large team specializes in Commercial Development and Engineering.
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ROARK

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Newport Beach, CA

Services provided

20% Financial Consulting

50% Accounting

20% Commercial Financing +1 service

10% Business Consulting

ROARK is an Accounting company. Based in Ontario, California and Los Angeles, California, their team provides Accounting and Commercial Financing.
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Newport Beach, CA

4695 MacArthur Blvd
Newport Beach, CA 92660
1

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Accrulyn Financial Services

Not yet reviewed

$1,000+

$25 - $49 / hr

2 - 9

Torrance, CA

Services provided

15% Financial Consulting

60% Accounting

15% Finance & Accounting Outsourcing (FAO) +1 service

10% Fractional CFO Services

Accrulyn Financial Services is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the company is headquartered in Torrance, California.
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Taxefide

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

West Covina, CA

Services provided

10% Financial Consulting

80% Accounting

10% Financial Advising & Planning

Taxefide is an Accounting company. Their team is based in Karachi, Pakistan and West Covina, California and offers Accounting and Financial Advising & Planning.
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West Covina, CA

100 Barranca Street
West Covina, CA 91791
1

+13233453949

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The Plan Writers

Not yet reviewed

$5,000+

Undisclosed

2 - 9

Los Angeles, CA

Services provided

33% Financial Consulting

34% Commercial Financing

33% Market Research

The Plan Writers is a Commercial Financing company. The company is based in Los Angeles, California. Their services include Commercial Financing and Market Research.
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Simpson & Simpson, LLP

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

20% Financial Consulting

50% Accounting

20% HR Consulting +1 service

10% Business Consulting

Simpson & Simpson, LLP is an Accounting company headquartered in Los Angeles, California. They specialize in Accounting and HR Consulting.
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