Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See 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.
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UndisclosedUndisclosed2 - 9Falkirk, Scotland
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See all 1 projectsCameron Accounting offers services including payroll management and tax submissions. Reviews highlight their accuracy and reliability, with minimal errors over long-term partnerships. Clients appreciate their geographic proximity, budget-friendly pricing, and alignment of company values.
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UndisclosedUndisclosed2 - 9
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See all 1 projectsNshishi Attorneys offers specialized services including Tax Preparation, Financial Reporting, and Audit Services. The overall feedback indicates a high level of expertise in tax-related matters and effective project management. Clients appreciated their professionalism and customer care, noting that they consistently met deadlines and stayed within budget.
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UndisclosedUndisclosed10 - 49Nairobi, Kenya
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See all 1 projectsBridgeCap Advisory Limited offers networking and practice solutions for organizations, particularly focusing on collaboration with other companies. Reviews highlight their effectiveness in fostering partnerships and their positive impact on marginalized communities. Clients appreciate the company's cultural fit and their ability to facilitate meaningful change, indicating strong client satisfaction and successful outcomes.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsZenscale offers comprehensive solutions for production planning and inventory management, featuring user-friendly interfaces and customizable software. The reviews highlight exceptional customer support, timely project delivery, and improved operational efficiency, making Zenscale a valuable asset for businesses seeking to streamline their processes. Overall, clients commend Zenscale's commitment to customer satisfaction and their robust, adaptable solutions.
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UndisclosedUndisclosedFreelancer
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See all 1 projectsApexBridge Outsourcing specializes in services such as bookkeeping, accounts receivables and payables management, and compliance with accounting standards. Feedback highlights their exceptional communication, proficiency in ERP tools, and innovative approach to streamlining financial processes. Clients report significant improvements in financial operations, with a notable reduction in outstanding receivables and seamless payables processing.
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$1,000+$100 - $149 / hr1,000 - 9,999Washington, DC
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See all 1 projectsBlock Advisors offers comprehensive accounting services, including Bookkeeping, Tax Preparation, Financial Reporting, and CPA services. The overall feedback highlights their effective and successful deliverables, though some reviews suggest room for improvement in customer service. The company is praised for its budget-friendly pricing and effective virtual communication.
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UndisclosedUndisclosed50 - 249Sarasota, FL
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See all 1 projectsKerkering Barberio offers a comprehensive range of accounting services, including tax preparation, audit services, and financial reporting. Overall feedback highlights their professional expertise and effective communication, with clients particularly noting their positive reviews, geographic convenience, and cultural fit. The firm is highly recommended for their reliable and thorough financial services.
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UndisclosedUndisclosed10 - 49Orange City, IA
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See all 1 projectsVan Bruggen & Vande Vegte offers financial assistance services, including tax preparation and retirement savings advice. Reviews highlight timely work delivery and effective communication through various channels, such as in-person meetings, phone calls, and emails. However, some feedback suggests that the cost could be more reasonable.
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UndisclosedUndisclosedFreelancerAlameda, CA
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See all 1 projectsMaggie E. Chow, CPA offers services including Tax Preparation and bookkeeping, primarily focusing on preparing and filing income tax returns based on provided accounting books. The reviews emphasize the company's good value, budget-friendly pricing, and effective communication through in-person meetings, phone calls, and emails. Overall, clients express satisfaction with the results and report no areas for improvement.
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UndisclosedUndisclosed1,000 - 9,999Seattle, WA
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See all 1 projectsAndersen provides a range of accounting services, including international and domestic filing, bookkeeping, tax preparation, and financial reporting. The reviews highlight Andersen's ability to deliver cost-effective solutions that ensure compliance and promptness, contributing to significant cost savings. Clients appreciate their communication through various channels, although some suggest potential improvements in pricing.
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UndisclosedUndisclosed10 - 49Nottingham, England
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See all 1 projectsWe are a well established group of professionals with a range of skills that serve our clients in a number of key business areas. We also work closely with specialist providers as necessary
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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See all 1 projectsThe 1 Business Group offers services in selling and buying branded products, focusing on competitive household and durable goods. Customer reviews highlight the company's efficiency in workflow, quick adaptation, and successful delivery and sales processes. Clients appreciate the speed and resource planning, with suggestions for continuous development in quality and e-marketing.
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UndisclosedUndisclosed10 - 49London, England
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See all 1 projectsTax & Advise offers comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. Reviews highlight their expertise in finance optimization, tax handling, and cash flow management. Clients appreciate their professionalism, multilingual capabilities, and effective communication, despite noting some room for improvement in staff communication skills.
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UndisclosedUndisclosed50 - 249Melville, NY
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See all 1 projectsPrestige Employee Administrators offers services including bookkeeping, tax preparation, and payroll processing. Client reviews highlight the company's efficiency in handling salaried and hourly employee processing and note their cost-effective, valuable services. Overall feedback is highly positive, emphasizing timely delivery and successful outcomes.
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UndisclosedUndisclosed50 - 249Albert Lea, MN
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See all 1 projectsIntellicents specializes in 401k management, providing training on financial literacy, and suggesting strategies for encouraging retirement savings. Reviewers consistently highlight the company's effectiveness in boosting employee engagement in retirement plans and their strong communication skills. Positive reviews and budget-friendly pricing are recurring themes in the feedback.
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UndisclosedUndisclosed2 - 9Tampa, FL
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See all 1 projectsGJW Bookkeeping & Tax Services LLC offers services including Tax Preparation, Bookkeeping, and Financial Analysis. Reviews highlight their ability to streamline processes and improve efficiency, with clients appreciating their accessibility and effective communication. Overall, the feedback is positive, emphasizing the company's role in enhancing operational ease for businesses.
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UndisclosedUndisclosed2 - 9Markham, Canada
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See all 1 projectsABC Financial Advisor offers insightful guidance in risk assessment and decision-making, enhancing operational efficiency. The reviews highlight a valuable partnership marked by improved risk tolerance and decision-making processes, with clients appreciating the firm for its budget-friendly pricing, cultural compatibility, and effective communication through multiple channels.
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UndisclosedUndisclosed50 - 249Chantilly, VA
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See all 1 projectsInaya offers a range of services including Bookkeeping, CPA, Financial Reporting, Tax Preparation, and Financial Analysis. Reviews emphasize Inaya's accuracy, reliability, and excellent communication, noting that they deliver the best possible results with 100% accuracy. Clients appreciate their knowledgeable and easy-to-work-with team, making Inaya a highly recommended partner for accounting needs.
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UndisclosedUndisclosed10,000+Boston, MA
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See all 1 projectsBoston Consulting Group (BCG) provides strategic planning and cost management services, helping clients make informed decisions and reduce expenses. Reviews highlight positive ratings, good value for cost, and effective communication through virtual meetings and calls. BCG's services have contributed to clients' prosperity, reflecting their expertise and reliability.
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UndisclosedUndisclosed2 - 9Emmitsburg, MD
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See all 1 projectsInsurance Brokers of Maryland, LLC specializes in providing long-term and short-term insurance solutions while maintaining cost-effectiveness. Reviews indicate that the company delivers high value for the cost and effectively manages to keep expenses within the client's budget. Communication is maintained through various channels, though there's a suggestion for more frequent meetings with employees to enhance collaboration.
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UndisclosedUndisclosed2 - 9Parkville, MD
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See all 1 projectsHolloway Tax Services & Company, LLC offers services in tax preparation and bookkeeping. Client reviews highlight their reliability and effective communication through virtual meetings, reflecting a successful partnership. Their service quality is consistently praised, with no noted areas for improvement.
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UndisclosedUndisclosed10 - 49Conshohocken, PA
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See all 1 projectsSage Financial Group offers comprehensive financial planning services, including cost-saving strategies and optimizing benefits for various financial situations. Feedback highlights their effective vendor recommendations and diverse communication methods, though a need for increased proactivity was noted. Overall, clients value their expertise and suitability as a cultural fit.
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UndisclosedUndisclosed1,000 - 9,999Philadelphia, PA
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See all 1 projectsDuane Morris LLP offers specialized legal services, including oversight of in-house products to ensure compliance with patent and copyright regulations. Reviews highlight the firm's experience, diligence, and excellent communication, demonstrating strong protection of intellectual properties and fostering innovation within client companies. The positive feedback underscores Duane Morris LLP's suitability for fintech and other industries seeking reliable legal partners.
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UndisclosedUndisclosed2 - 9Ceres, CA
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See all 1 projectsSchoonover Accurate Tax offers services in accounting, including Tax Preparation and potentially Bookkeeping and Financial Reporting. The reviews highlight positive feedback on their effective communication, cost-effectiveness, and the significant savings they provide, making them a valuable partner. Clients appreciate their flexibility and the overall enhancement of operational efficiency.
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UndisclosedUndisclosed1,000 - 9,999West Bend, WI
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See all 1 projectsWest Bend Mutual Insurance offers a range of insurance products, including Business Insurance, Workman's Compensation, and General Liability. Review feedback highlights the company's great joint products, good value for cost, and alignment with client values. Communication methods include in-person meetings, phone calls, and various messaging applications.
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UndisclosedUndisclosed250 - 999Chicago, IL
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See all 1 projectsCommunity Tax, LLC provides tax resolution, accounting, and financial consulting services. Reviews highlight their punctuality, positive ratings, and good value for the cost, indicating high client satisfaction. Clients appreciate their timely service and the overall quality of their work.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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See all 1 projectsBTB Financials offers a range of services including Bookkeeping, Tax Preparation, and Financial Reporting. The overall feedback highlights their ability to deliver exceptional results and unique services, with clients noting a positive experience in terms of communication and culture fit.
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UndisclosedUndisclosed2 - 9Wichita Falls, TX
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See all 1 projectsWelch, Sanders & Associates, LLP offers a comprehensive range of accounting services including bookkeeping, tax preparation, and payroll tax management. Reviews highlight their effectiveness in avoiding IRS audits and penalties, though some feedback suggests pricing improvements. The firm is noted for its reliable communication through virtual meetings, phone calls, and email.
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UndisclosedUndisclosed10 - 49Tampa, FL
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See all 1 projectsLLIS offers efficient and quick services, consistently meeting client expectations. Overall feedback highlights their intelligence and effectiveness in task completion, with clients appreciating their proximity and trusted recommendations. Communication methods include virtual meetings and phone calls, with some suggestions for improvement.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsAdvisor offers services in financial management, including bookkeeping and cost management, tailored to meet clients' needs. Clients highlight significant cost savings and value for money as key benefits of their partnership with Advisor. However, there is a noted desire for more frequent communication and enhanced understanding of financial processes.
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UndisclosedUndisclosed10,000+New York, NY
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See all 1 projectsNew York Life offers services in retirement planning through life insurance, as indicated by feedback highlighting their role in individual retirement planning. Reviews emphasize their positive reviews, ratings, and cultural fit, contributing to successful partnerships with enhanced communication options, including virtual meetings, with no noted areas for improvement.
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UndisclosedUndisclosed50 - 249Kingsburg, CA
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See all 1 projectsVan Beurden Insurance Services, Inc. offers business insurance and employee benefits insurance. The overall feedback indicates satisfaction with their services, highlighting reduced rates compared to other brokers and better offerings for employees. Clients appreciate their responsiveness and effective communication through various channels.
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UndisclosedUndisclosed2 - 9Listowel, Ireland
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See all 1 projectsMoloney McCarthy & Associates provides services including Bookkeeping, Financial Reporting, and Financial Analysis to assist companies in making sound financial decisions. Their overall client feedback highlights effective financial guidance and positive outcomes, although there are suggestions for enhancing communication.
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UndisclosedUndisclosed2 - 9Springfield, IL
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See all 1 projectsEstes Bridgewater & Ogden provides comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. Their clients consistently highlight their accuracy, reliability, and alignment with company values. Additionally, the firm is praised for its effective communication and commitment to ensuring financial accuracy.
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UndisclosedUndisclosed50 - 249Greenwood Village, CO
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See all 1 projectsGreat-West provides a range of financial services, including bookkeeping, tax preparation, and financial reporting. Reviews highlight positive employee engagement and efficient service delivery. However, there is feedback suggesting a need for a better selection of low-cost funds and additional ETFs. Overall, Great-West is valued for its good service and positive impact on employee financial well-being and retirement planning.
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UndisclosedUndisclosed50 - 249Conway, AR
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See all 1 projectsThe Mackey Firm offers comprehensive financial management services, including payroll, tax filings, investments, and retirement plans. The overall feedback from reviews highlights the firm's thoroughness, efficiency, and excellent communication, resulting in streamlined processes and accurate, timely deliverables. Clients particularly appreciate the firm's quick response and high-quality service.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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See all 1 projectsQPS offers services that facilitate domestic and international sales, focusing on delivering goods as a service. Reviews indicate that QPS effectively aligns with client expectations, providing good value for cost. Clients appreciate the company's ability to foster strong communication through in-person meetings, virtual meetings, and phone calls, resulting in mostly positive outcomes.
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UndisclosedUndisclosed10 - 49
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See all 1 projectsBaker Tilly offers a range of accounting services including Tax Preparation and related documentation. Overall feedback indicates satisfaction with their pricing and ability to reduce tax burden, although there is a desire for more cost savings. Communication methods include in-person meetings, virtual meetings, phone calls, and emails.
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UndisclosedUndisclosed250 - 999Little Rock, AR
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See all 1 projectsCrews provides comprehensive financial services including Financial Reporting, Audit Services, and Financial Analysis. Clients appreciate their client-oriented approach, effective virtual communication, and timely deliverables. Though occasional in-person meetings are suggested for enhanced partnership growth, Crews is praised for aligning with client values and offering a suitable pricing structure.
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UndisclosedUndisclosed10 - 49Star Prairie, WI
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See all 1 projectsJLC Bookkeeping Plus offers services including bookkeeping, financial reporting, and tax preparation. Their clients appreciate the company's experienced staff and effective communication methods, highlighting their positive impact on monthly financial close processes. The feedback consistently underscores their reliability and cost-effective solutions.
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UndisclosedUndisclosed10 - 49Ħal Balzan, Malta
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See all 1 projectsKSi Malta offers accounting management and personal tax declaration services. However, feedback indicates significant dissatisfaction with their pricing practices, citing inflated costs for services and discrepancies in charges compared to other advisors. A common theme is a need for improvement regarding customer treatment and pricing fairness.
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UndisclosedUndisclosed50 - 249Boston, MA
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See all 1 projectsWelch & Forbes LLC provides comprehensive accounting services, including Bookkeeping, Financial Reporting, and Tax Preparation. Clients appreciate their trustworthy and professional approach, noting that the partnership yielded positive results and effective communication through various channels. The firm's strong cultural fit and positive reviews further underscore their capability in financial services.
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UndisclosedUndisclosed250 - 999Port Washington, WI
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See all 1 projectsAnsay & Associates offers coverage for property, liability, and workers compensation insurance. Feedback from clients highlights timely processing of requests and the benefit of consistent communication with long-term agents. However, some clients expressed a desire for more competitive rates.
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UndisclosedUndisclosed10 - 49Dallas, TX
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See all 1 projectsResolution Finance offers a comprehensive suite of services including bookkeeping, financial reporting, tax preparation, and CPA services. Their clientele appreciates the company for enhancing success and popularity, although some suggest increasing their workforce for improved efficiency. Virtual meetings, phone calls, and emails facilitate their communication.
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UndisclosedUndisclosed2 - 9Rochester, NY
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See all 1 projectsConlon & Company specializes in bookkeeping, tax preparation, and corporate filings. However, reviews indicate significant dissatisfaction with their performance, citing frequent mistakes, poor communication, and unfulfilled contractual obligations. Overall, clients experienced inefficiencies that resulted in additional costs and frustration.
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UndisclosedUndisclosed2 - 9New York, NY
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See all 1 projectsLefstein-Suchoff CPA & Associates specializes in Tax Preparation, Bookkeeping, and Financial Reporting. Overall feedback indicates significant dissatisfaction with their services, citing errors in tax returns and poor responsiveness to issues. Clients reported a lack of professionalism and accountability, with some recommending against using this firm.
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UndisclosedUndisclosed50 - 249Bolton, England
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See all 1 projectsKBS Corporate offers a highly creative and proactive approach in order to identify prospective acquirers from across the globe. With a history of delivering success, we can provide a tailored sale
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UndisclosedUndisclosed50 - 249Washington, IA
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See all 1 projectsLattaHarris, LLP offers comprehensive Accounting services including Bookkeeping, CPA, Financial Reporting, and Tax Preparation. Reviews indicate significant dissatisfaction, with clients reporting poor communication, delays, and errors in tax preparation. The overall feedback highlights a need for improvement in project management and responsiveness.
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UndisclosedUndisclosed50 - 249Spring Hill, Australia
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See all 1 projectsMarsh & Partners offers a range of accounting services, including reconciliation of accounts. However, the overall feedback highlights serious concerns, with allegations of fraudulent practices and unethical behavior by a senior accountant, and inadequate responses from the management team when challenged. Potential clients should thoroughly research and consider these reviews before engaging Marsh & Partners.
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UndisclosedUndisclosed10 - 49Landover, MD
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See all 1 projectsThe HR Source specializes in staffing for HR and administrative roles. Reviews reveal significant concerns, citing poor management, lack of effective communication, and high employee turnover. There is a consistent theme of dissatisfaction with the company's leadership, training, and unrealistic performance expectations, which ultimately contribute to a negative working environment.
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List of the Top 15 Financial Services Companies
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$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 -
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.6/40.017.8/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% 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+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
33/40.017.8/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% 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+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.