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Top Financial Services Firms in Atlanta

Ratings Updated: April 30, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Atlanta, GA

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR 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.

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Reviews mention Collaborative
The feedback regarding collaboration with CSTMR is overwhelmingly positive. Clients appreciate the proactive engagement and integration of CSTMR's team into their own processes. One client noted the company's eagerness to solve problems even before formal engagement, highlighting a strong collaborative spirit. Communication is frequent and effective, with daily interactions noted as excellent. However, there is a suggestion for improvement in adapting to varying expectations around deadlines. Overall, clients feel supported and valued throughout the collaborative process.

Rebranding, Website Design, & SEO for Bank

5.0 May 4, 2018

The work has been really collaborative. They’re plugging into our team and adding resources. I’ve been really pleased with that as well.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with CSTMR's expertise in branding and marketing strategy. One notable feedback highlighted a significant increase in website traffic and customer base following a comprehensive rebranding effort. Clients commended CSTMR's responsive communication and methodical project management, with no reported areas for improvement. Overall, the sentiment is overwhelmingly positive, indicating CSTMR's capability to deliver impactful results for startups in the fintech sector.
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Industry Experience

CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial services

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More responsive than most other service providers

CSTMR 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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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Atlanta, GA

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent 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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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting 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 more
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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 & leisure

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Average Project Cost Breakdown

What 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.
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Manay CPA

Not yet reviewed

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Verified

Undisclosed

Undisclosed

50 - 249

Atlanta, GA

Services provided

45% Accounting

20% Financial Advising & Planning

15% Business Consulting +3 services

10% HR Consulting

5% Commercial Financing

5% PEO/Employee Leasing

Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning.
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More responsive than most other service providers

Manay CPA 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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Atlanta, GA

1995 North Park PL SE Suite 400F
Atlanta, GA 30339
16 - 20

+1(404)9001040

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Dark Horse CPAs

Not yet reviewed
Verified

$1,000+

$300+ / hr

50 - 249

Roswell, GA

Services provided

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
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Roswell, GA

760 Old Roswell Road
Roswell, GA 30076
2 - 5

404-383-5075

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Acuity Accounting

5.0 6 reviews

Undisclosed

Undisclosed

50 - 249

Atlanta, GA

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

10% Digital Asset Management +1 service

10% Fractional CFO Services

Acuity Accounting is a professional accounting services firm offering a wide range of solutions, including bookkeeping, tax preparation, financial reporting, and CFO services. Reviews highlight their timeliness, professionalism, and attention to detail, with 100% of reviewers noting responsiveness. They demonstrate a strong capability to manage complex financial needs, making them a reliable partner for businesses seeking comprehensive financial management and advisory services.

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Industry Experience

Acuity Accounting has garnered positive feedback across several industries, including Construction, Motion Pictures & Film, Business Services, Healthcare, Consumer Products, and Software. Clients commended their expertise in bookkeeping, tax preparation, and financial oversight. The construction and healthcare sectors highlighted their thoroughness and proactive communication, while the software industry praised their ability to streamline processes and enhance financial reporting. Overall, Acuity demonstrates strong organizational skills and responsiveness, making them a suitable partner for businesses seeking comprehensive accounting services.
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Construction Motion Pictures & Film Business services Healthcare Consumer Products Software

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently praise Acuity Accounting for their cost-effectiveness and value for money. One client noted, 'good value for cost,' while another highlighted that Acuity has saved them $6,000 through improved efficiency. Overall, feedback suggests that Acuity's services deliver high quality at competitive pricing, with many clients expressing satisfaction with the outcomes relative to their investment, making them a recommended choice for businesses seeking reliable accounting solutions.
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United States (5) Canada (1)

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2 of 2 Atlanta-based reviews are 5 stars

$10,000 – $49,000 avg. project cost for Accounting services in Atlanta

Atlanta-based Accounting project highlight

Accounting & Financial Services for Organ Donation Org
5.0 — Acuity Accounting provides accounting and financial services for an organ donation organization. The team provides a fractional CFO, has integrated the client's web sales with QuickBooks, and Read more
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LYFE Accounting

5.0 11 reviews

$1,000+

$50 - $99 / hr

2 - 9

Atlanta, GA

Services provided

100% Accounting

LYFE Accounting is a firm specializing in bookkeeping, tax preparation, financial reporting, and financial advisory services. Clients consistently praise the personalized and knowledgeable approach, with a notable 100% of reviewers highlighting the company's professionalism and effectiveness in communication. Many commend the firm's ability to tailor solutions specific to client needs, demonstrating expertise in CPA and financial management.

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Reviews mention Personable
Clients consistently praise LYFE Accounting for their personable approach, highlighting the hands-on support provided by Krystal, who was described as patient and easy to work with. One client noted that Krystal genuinely cared about their mission, contrasting her with previous accountants who lacked this dedication. The open communication and responsiveness were also emphasized, with clients feeling comfortable reaching out at any time. Overall, the sentiment reflects a strong appreciation for the firm's commitment to client success and personalized service.

Accounting & Financial Advising for Local Nonprofit

5.0 Sep 20, 2019

Krystal was patient with us and explained everything in layman’s terms so that we could understand something in the moment but then also be able to replicate it. Even though she’s a busy accountant, Krystal had no problem meeting with us weekly to go over objectives, especially leading up to the program. Our communication setup was very open; I could text Krystal at any time, and she was extremely responsive.
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Accounting & Financial Advising for Local Nonprofit

5.0 Sep 20, 2019

LYFE Accounting genuinely wanted to see us succeed. We’d worked with other accountants and money management people in the past who only cared about the money, not what we do as a faith-based nonprofit. Krystal cared about what we were going through and wasn’t just trying to sell us her services. She was personable and easy to work with.
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Industry Experience

LYFE Accounting has demonstrated expertise across multiple industries, including real estate, hospitality & leisure, arts, entertainment & music, sports, and nonprofit sectors. Clients have praised their thoroughness, communication, and personalized service, highlighting strengths in bookkeeping, tax preparation, and financial consulting. The overall sentiment reflects high satisfaction, with notable impacts on efficiency and cost savings. This provider is particularly well-suited for clients seeking reliable accounting services in these industries.
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Real estate Hospitality & leisure Arts, entertainment & music Sports Business services Nonprofit

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Average Project Cost Breakdown

Less than $10,000 (9)

What Clients Have Said
Clients generally express satisfaction with LYFE Accounting's cost and value for money. One client noted that their upfront costs were higher than typical tax preparers, yet they found the savings from deductions justified the expense. Another client appreciated the flat monthly rate, stating it was a great value for the comprehensive services received. Overall, clients felt they received high-quality service and expertise, making the investment worthwhile.
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4 of 4 Atlanta-based reviews are 5 stars

Less than $10,000 avg. project cost for Accounting services in Atlanta

Atlanta-based Accounting project highlight

Tax Preparation for Real Estate Agency
5.0 — LYFE Accounting provided accounting services for a real estate agency. Their team prepared tax returns and managed bookkeeping for a complex set of public and private deals. Read more
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ArboHQ

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Atlanta, GA

Services provided

50% Accounting

50% Financial Advising & Planning

ArboHQ is a professional accounting services firm specializing in bookkeeping, financial reporting, and financial advisory, offering customized solutions that cater to individual business needs. Reviewers consistently praise ArboHQ for their exceptional customer service, timeliness, and organized project management. Notably, 100% of clients highlight their expertise and personalized approach in handling financial tasks, making business accounting seamless and efficient.

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Reviews mention Detail-oriented
Clients have highlighted ArboHQ's meticulous approach to financial management, noting their accuracy and attention to detail. One CEO emphasized that their team's work is 'very organized' and 'straightforward,' significantly improving the accounting processes of his startup. The responsiveness and clarity in communication were also praised, with clients feeling well-supported and informed throughout their engagements. Overall, the sentiment regarding ArboHQ's detail-oriented nature is highly positive.

Accounting & Bookkeeping for Recruitment & Staffing Startup

5.0 Jan 19, 2022

ArboHQ is fast in processing my requests, which is important for me. Their work is also accurate and detail-oriented. They offer support when I'm lost with something, and I can rely on their team’s timeliness and responsiveness — they made my company’s accounting processes smoother.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise ArboHQ for their cost-effectiveness and the value they provide. One client noted a monthly fee of $199, describing their services as organized, straightforward, and tailored to their needs. Another client appreciated the standard monthly rates, emphasizing that they were not forced into a generic package. Overall, feedback indicates that ArboHQ offers excellent customer service and personalized support, making their services a smart investment for businesses seeking reliable accounting solutions.
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2 of 2 Atlanta-based reviews are 5 stars

Less than $10,000 avg. project cost for Accounting services in Atlanta

Atlanta-based Accounting project highlight

Accounting & Bookkeeping for Recruitment & Staffing Startup
5.0 — ArboHQ is a recruitment and staffing startup’s accounting partner. They monitor cash flow, manage payroll, and handle accounts receivable. Their team also supports the client in all things related Read more
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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

Atlanta-based clients praise ArboHQ for their comprehensive financial services, including bookkeeping, payroll, and financial reporting, tailored to startups and small businesses. Reviewers highlight their responsiveness, organization, and personalized approach, making complex accounting processes seamless and reliable for local entrepreneurs.
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Acclarity

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Atlanta, GA

Services provided

20% Accounting

20% Commercial Financing

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

Acclarity is an accounting services firm that specializes in KPI dashboard creation, interim accounting support, and financial consulting. With 100% positive feedback, clients commend their technological proficiency and responsiveness. Approximately 50% of reviewers highlight their adeptness in data analytics and financial reporting, which aids in informed business decision-making.

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Reviews mention Innovative
Clients have consistently praised Acclarity for its innovative approach, particularly in utilizing technology to enhance project outcomes. One client highlighted their impressive use of technology, which facilitated accurate and meaningful data reporting, enabling timely business decisions. This innovative strategy has led to significant improvements in patient volume and resource alignment, demonstrating Acclarity's ability to provide creative solutions that effectively address client needs.

Financial Consulting for Dermatology Clinic

5.0 Sep 19, 2025

Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive.
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2 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

Unknown avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Consulting for Dermatology Clinic
5.0 — Acclarity provides financial consulting services for a dermatology clinic. The team assists the client with setting up routine KPI reporting, interim accounting support, and ad hoc financial Read more
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Industry Experience

Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
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Healthcare

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Atlanta, GA

800 Battery Avenue Southeast
Atlanta, GA 30339
16 - 20

(678) 648-2796

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Global Payments

4.3 19 reviews

$1,000+

< $25 / hr

1,000 - 9,999

Atlanta, GA

Services provided

10% Accounting

70% Back Office Outsourcing

20% HR Outsourcing

Global Payments is a versatile company specializing in payment processing and back office services. Reviews indicate that 100% of clients appreciate their ability to save time and money, with savings ranging from $1,500 to $50,000 monthly. Strengths include experience and versatility, though 37.5% note pricing improvements are needed. Overall, Global Payments is commended for their efficiency and quality service.

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Reviews mention Efficient
Clients consistently highlight Global Payments' efficiency in their operations. One client noted that the service allowed them to focus on their core business while Global Payments handled billing seamlessly, saving them 20% in overhead costs. Another client emphasized the efficiency in organizing payments and responding to customer inquiries, resulting in a 50% reduction in time and expenses. Overall, the sentiment surrounding efficiency is overwhelmingly positive, with clients appreciating the reliable and timely service provided.

Payment Processing Services for Therapy Practice

4.0 Aug 18, 2017

We've been overjoyed to find that we were able to focus on our business while the trusty little engine ran efficiently in the background. And we no longer need to devote as much full-time equivalent to this function. Plus we get paid on time.
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Gaming Company Payment Processing

4.5 Aug 12, 2017

I think their strength is their efficiency.
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Industry Experience

Global Payments has garnered positive feedback across various industries, including Financial Services, Education, Healthcare, Real Estate, Business Services, IT Services, and Telecommunications. Clients consistently highlight their expertise in payment processing and back office management, noting significant time and cost savings. The sentiment is overwhelmingly favorable, with their strengths lying in efficiency, quality service, and strong customer support. However, areas for improvement often include pricing competitiveness. This provider is well-suited for businesses in need of robust financial solutions and operational support.
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IT Services Financial services Education Real estate Business services Healthcare Retail Other Industry Manufacturing Information technology Arts, entertainment & music Telecommunications

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Average Project Cost Breakdown

$200,000 to $999,999 (6) $1,000,000 to $9,999,999 (4) Less than $10,000 (3) $50,000 to $199,999 (3) $10,000 to $49,000 (2) $10,000,000 + (1)

What Clients Have Said
Client feedback on Global Payments highlights a generally positive sentiment regarding cost and value for money. Many clients reported significant savings, with estimates ranging from $1,500 to $50,000 per month. However, several reviews indicated room for improvement in pricing competitiveness. For instance, one client mentioned a desire for more competitive rates while another noted that their costs were reasonable given the quality of service. Overall, while clients appreciate the savings and efficiency provided, many suggest that pricing could be more flexible.
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Miami, Florida (6) Hammond, Indiana (1) Apopka, Florida (1) Tampa, Florida (1) Milledgeville, Georgia (1) Bowie, Maryland (1) Little Rock, Arkansas (1) Elizabeth, New Jersey (1) Columbus, Ohio (1) Canton, Ohio (1) Los Angeles, California (1) Palo Alto, California (1) Magnolia, Texas (1) Moriah, New York (1)

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QuatrroBSS

4.1 5 reviews

Undisclosed

Undisclosed

1,000 - 9,999

Marietta, GA

Services provided

55% Accounting

20% BI & Big Data Consulting & SI

20% Finance & Accounting Outsourcing (FAO) +1 service

5% Back Office Outsourcing

QuatrroBSS is a back-office service provider specializing in streamlining operations such as payroll, billing, and data processing. Based on reviews, 100% of clients commend their efficiency and cost-effectiveness, with significant time savings reported. Clients consistently praise QuatrroBSS for their reliability and customer service, although a minor area for improvement noted is customer response time.

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Industry Experience

QuatrroBSS has garnered positive feedback across various industries, including Retail, Business Services, Healthcare, and IT Services. Clients appreciate their efficiency, cost savings, and reliable customer service. In Retail, they excel in time management, saving over 50 hours monthly. In Business Services, they enhance billing and payroll processes, yielding significant savings. Healthcare clients value their effective customer service, while IT Services highlight their user-friendly solutions. Overall, QuatrroBSS is well-suited for companies seeking back-office efficiency and cost reduction.
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Retail Business services Healthcare IT Services

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Average Project Cost Breakdown

Less than $10,000 (2) $200,000 to $999,999 (2)

What Clients Have Said
Clients generally perceive QuatrroBSS as providing excellent value for money, with many highlighting significant cost savings and efficiency improvements. One client noted saving $77,000 monthly, attributing this to the effective handling of billing and payroll. Another mentioned a 80% reduction in costs compared to previous expenditures. The company's pricing structure, described as a monthly subscription or package deal, aligns well with client needs, reinforcing positive sentiments regarding overall cost-effectiveness.
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Saint Augustine, Florida (1) Charlotte, North Carolina (1) Morristown, Tennessee (1) Houston, Texas (1) Fountain Valley, California (1)

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PYA

Not yet reviewed

$5,000+

Undisclosed

250 - 999

Atlanta, GA

Services provided

80% Accounting

10% Business Consulting

10% IT Strategy Consulting

Founded in 1983, PYA is an Accounting company. The firm offers Accounting and IT strategy consulting.
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Atlanta, GA

Resurgens Plaza, Suite 2100 945 East Paces Ferry Road Northeast
Atlanta, GA 30326
41 - 49

404-266-9876

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Fusion CPA

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Atlanta, GA

Services provided

80% Accounting

20% Financial Advising & Planning

Fusion CPA is an Accounting company launched in 2011. The team provides Accounting and Financial Advising & Planning.
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Mulko Accounting, Taxation and Consulting, LLC

Not yet reviewed

Undisclosed

$200 - $300 / hr

10 - 49

Atlanta, GA

Services provided

50% Accounting

20% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +1 service

15% Financial Consulting

Launched in 2021, Mulko Accounting, Taxation and Consulting, LLC is an Accounting company. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Paces Ferry Wealth Advisors

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Atlanta, GA

Services provided

100% Financial Advising & Planning

Paces Ferry Wealth Advisors is a Financial Advising & Planning company. Founded in 2019, the team provides Financial Advising & Planning.
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Peach BPO Atlanta & Athens

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Sandy Springs, GA

Services provided

40% Accounting

60% Finance & Accounting Outsourcing (FAO)

Peach BPO Atlanta & Athens is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2019.
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Sandy Springs, GA

10 Glenlake Parkway Northeast
Sandy Springs, GA 30328
10 - 15

(770) 268-0373

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Infosys BPM Limited

Not yet reviewed

$1,000+

$25 - $49 / hr

10,000+

Atlanta, GA

Services provided

10% Accounting

10% AI Development

10% Business Consulting +7 services

10% Call Center Services

10% Corporate Training & Coaching

10% Digital Strategy

10% Finance & Accounting Outsourcing (FAO)

10% HR Consulting

10% Procurement Support

10% Robotics Process Automation

Large Digital Strategy company Infosys BPM Limited, is in Bengaluru, India and Atlanta, Georgia. Their services include Digital Strategy and Artificial Intelligence.
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Atlanta, GA

Cumberland Center IV 6th & 7th Floors, Suite 600 & 700 3225, Cumberland Boulevard
Atlanta, GA 30339
More than 5k

17706901500

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FORVIS

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Atlanta, GA

Services provided

50% Accounting

25% Business Consulting

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

10% Cybersecurity

FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
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Atlanta, GA

191 Peachtree Street Northeast Suite 2700
Atlanta, GA 30303
41 - 49

4045758900

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PeopleStrategy

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Atlanta, GA

Services provided

40% Accounting

40% HR Consulting

20% HR Outsourcing

Midsize Accounting company PeopleStrategy, is in Atlanta, Georgia. The team specializes in Accounting and HR Consulting.
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ZMC & Associates LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Atlanta, GA

Services provided

80% Accounting

20% Business Consulting

ZMC & Associates LLC is an Atlanta, Georgia-based Accounting company. They provide Accounting and Business Consulting and were launched in 2009.
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Human Resource Dimensions

Not yet reviewed

$5,000+

$100 - $149 / hr

10 - 49

Atlanta, GA

Services provided

20% Accounting

80% HR Consulting

HR Consulting company Human Resource Dimensions was established in 1991. Headquartered in Atlanta, Georgia, the team provides HR Consulting and Accounting.
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KNAV

Not yet reviewed

$5,000+

$100 - $149 / hr

50 - 249

Atlanta, GA

Services provided

100% Accounting

KNAV, a midsize Accounting company, is located in Atlanta, Georgia. Their services include Accounting.
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Atlantic Consulting Solutions

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Chamblee, GA

Services provided

10% Accounting

40% Business Consulting

15% Finance & Accounting Outsourcing (FAO) +6 services

15% Financial Advising & Planning

10% Financial Consulting

5% Insurance Services & Brokers

2% Corporate Training & Coaching

2% Finance Law

1% Banking Law

Atlantic Consulting Solutions is a Business Consulting company. The firm is in Chamblee, Georgia. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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Intrepid

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Atlanta, GA

Services provided

80% Insurance Services & Brokers

10% Benefits Administration

10% HR Outsourcing

Intrepid is an Insurance Services & Brokers company. The Atlanta, Georgia-based firm provides Insurance Services & Brokers and Benefits Administration.
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CKH Group

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Atlanta, GA

Services provided

55% Accounting

20% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +1 service

10% Financial Consulting

CKH Group is an Accounting company established in 2003. Based in Atlanta, Georgia and Cape Town, South Africa, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Estate Management Counselors, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Atlanta, GA

Services provided

15% Accounting

55% Commercial Financing

30% Financial Advising & Planning

Estate Management Counselors, LLC is a Commercial Financing company. Their team is headquartered in Atlanta, Georgia. The agency provides Commercial Financing and Financial Advising & Planning.
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Capital Recovery Corporation

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Alpharetta, GA

Services provided

20% Accounting

20% Call Center Services

20% Commercial Financing +2 services

20% Financial Advising & Planning

20% Insurance Services & Brokers

Capital Recovery Corporation is a company specializing in accounting services, notably in collections management and financial recovery. Feedback from clients emphasizes their responsiveness and expertise, with 100% of reviewers highlighting their knowledge and efficiency. Their local presence is appreciated, facilitating in-person collaboration, though there's a minor note on potential website improvements.

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Industry Experience

Capital Recovery Corporation has demonstrated strong expertise in the financial services sector, particularly in collections management. Clients appreciate their responsiveness and effective communication, highlighting their ability to recover outstanding accounts efficiently. Their local presence fosters positive relationships, enhancing client satisfaction. Overall sentiment within the financial services industry is highly favorable, suggesting that companies seeking collection solutions would find a good match with this provider.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Capital Recovery Corporation as offering good value for money, particularly due to their contingency-based fee structure, which means they only charge when collections are successful. One client noted an annual investment of $750,000–$1 million with a collection rate of 12%, highlighting the effectiveness of their services. Additionally, their responsiveness and local presence were praised, further enhancing their perceived value.
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$200,000 – $999,999 avg. project cost for Accounting services in Atlanta

Atlanta-based Accounting project highlight

Collection Services for Staffing Firm
4.5 — Assisting with a collections process, Capital Recovery Corporation contacts customers and facilitates legal suits with collections attorneys. Read more
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Review Rating from Clients

4.5/5.0

Quality

4.5

Schedule

4.0

Cost

5.0

Willing to Refer

5.0

Atlanta clients commend Capital Recovery Corporation for their expertise in collections, offering tailored solutions like legal referrals and account management. Their responsiveness and local presence enable effective communication and relationship-building, supporting recovery of substantial accounts with a high level of professionalism.
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JTC CPAs

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Roswell, GA

Services provided

100% Accounting

JTC CPAs is a company specializing in comprehensive accounting services, including bookkeeping, tax preparation, and financial reporting. They achieved a 95% client satisfaction rate, enhancing financial accuracy by 25% and reducing tax filing errors by 30%. Reviewers consistently highlight their attention to detail, technical expertise, and client-focused approach.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Advising for Marketing Company
5.0 — JTC CPAs provided accounting and financial advisory services for a marketing company. The team handled monthly bookkeeping, tax preparation, payroll processing, and financial reporting and advisory Read more
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Industry Experience

JTC CPAs has effectively served the IT Services industry by delivering comprehensive accounting and financial management solutions, including bookkeeping, tax preparation, and payroll processing. Clients have noted a marked improvement in financial accuracy and timely reporting, alongside high satisfaction rates. Their strengths lie in organized project management, strong communication, and a client-centered approach. This suggests they are well-suited for small businesses seeking financial services, particularly in technology-driven sectors.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with JTC CPAs' pricing, noting that their costs fit within budget constraints while delivering substantial value. One client highlighted the company's ability to improve financial accuracy by 25% and reduce tax errors by 30%, indicating a strong return on investment. Overall sentiment reflects that JTC CPAs provides excellent value for money through their organized project management and client-focused solutions, making them a commendable choice for businesses seeking reliable accounting services.
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Whitnah CPA LLC

5.0 1 review

$1,000+

$100 - $149 / hr

2 - 9

Roswell, GA

Services provided

50% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Tax Law

Whitnah CPA LLC is an accounting services firm specializing in financial reporting and tax preparation. Reviews highlight their proficiency in managing annual reviewed financials and multistate sales tax, with 100% of feedback emphasizing their accuracy, timely delivery, and responsiveness. Clients express high satisfaction, indicating no areas for improvement.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$50,000 – $199,999 avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback highlights Whitnah CPA LLC's strong performance in managing annual financial reviews and multistate sales tax for SwissWatchExpo. Clients commend their responsiveness and timely project delivery, noting significant improvements in financial statement accuracy. One client, who has engaged their services since 2019, expressed satisfaction with their overall project management and indicated no areas for improvement. The overall sentiment reflects a positive experience, reinforcing the firm's reliability and expertise.
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Industry Experience

Whitnah CPA LLC has demonstrated strong expertise in the eCommerce sector, specifically in managing annual reviewed financials and multistate sales tax for companies like SwissWatchExpo. Clients commend their accuracy in financial reporting and responsiveness, highlighting their effective project management. Overall sentiment is highly positive, indicating that they are a suitable choice for eCommerce businesses seeking reliable financial services.
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Average Project Cost Breakdown

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

What Clients Have Said
Clients express a positive sentiment regarding the value for money provided by Whitnah CPA LLC, highlighting their responsiveness and timely project management. One client noted an investment exceeding $100,000, emphasizing the accuracy gained in financial statements as a significant benefit. Overall, clients feel that the services rendered justify the costs, with no notable areas for improvement mentioned.
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1 of 1 Atlanta-based review is 5 stars

1 Atlanta-based review for Accounting in past 6 months

$50,000 – $199,999 avg. project cost for Accounting services in Atlanta

Atlanta-based Accounting project highlight

Accounting Services for Luxury Watch Retailer
5.0 — Whitnah CPA LLC provides accounting services for a luxury watch retailer. The team manages the client's annual reviewed financials and multistate sales tax. Read more
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Americ Tax

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Forest Park, GA

Services provided

60% Accounting

30% Immigration Law

10% Commercial Brokerage Services

Established in 2019, Americ Tax is an Accounting company. Based in Forest Park, Georgia, the team specializes in Accounting and Immigration Law.
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Emergent Financial Group

Not yet reviewed

Undisclosed

$300+ / hr

2 - 9

Atlanta, GA

Services provided

25% Financial Advising & Planning

25% Financial Consulting

25% Funding & Investment +1 service

25% Insurance Services & Brokers

Emergent Financial Group, a Financial Advising & Planning company, specialize in Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.
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MCA Accounting Solutions / MyCannabisAccountant.com

4.7 3 reviews

$5,000+

$150 - $199 / hr

10 - 49

Buford, GA

Services provided

85% Accounting

10% Finance & Accounting Outsourcing (FAO)

5% Financial Advising & Planning

MCA Accounting Solutions / MyCannabisAccountant.com is an accounting firm that specializes in CPA services, tax preparation, and financial advisory, particularly for clients in the cannabis industry. Approximately 100% of reviews indicate strong project management and responsiveness, with clients commending their industry expertise and personalized approach. Some clients suggest improvements in marketing and timeliness, but overall satisfaction is high.

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Reviews mention Puts the customer first
Overall, MCA Accounting Solutions demonstrates a strong customer-first approach, as highlighted by a client who noted their responsiveness and personal rapport with Managing Partner Harry. The client praised Harry for ensuring thorough tax management and effective communication through text, emphasizing that they listen to suggestions and deliver results. Although email communication could be improved, the client’s positive experience indicates a commitment to prioritizing client needs and fostering a collaborative relationship.

Bookkeeping for Real Estate Brokerage

4.5 Feb 9, 2021

He’s very responsive to me. Whenever I text him, he texts back. There’s a lot of last-minute things, as with any accountant. They always listen to whatever suggestions we make. Harry’s like any of my friends and we really hit it off.
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Industry Experience

MCA Accounting Solutions / MyCannabisAccountant.com has demonstrated strong expertise in financial services, real estate, and cannabis-related business services. Feedback highlights their responsiveness, thoroughness, and industry knowledge, particularly in navigating complex tax laws for cannabis operations. Clients appreciate their personal approach and effective project management. Overall sentiment is positive, suggesting strong suitability for businesses in financial services and cannabis sectors, while also showing capability in real estate.
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Financial services Real estate Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive MCA Accounting Solutions as offering good value for money, particularly for those in the cannabis sector. One client noted an investment of $750 for ongoing support and found their responsiveness and accessibility commendable. Conversely, another client, spending over $100,000, emphasized the importance of their services for substantial incomes, suggesting they may be less suitable for lower earners. Overall, feedback highlights a strong return on investment through personalized service and industry expertise.
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$50,000 – $199,999 avg. project cost for Accounting services in Atlanta

Atlanta-based Accounting project highlight

Bookkeeping for Real Estate Brokerage
4.5 — MCA Accounting Solutions provides accounting services for a real estate brokerage. The team is on retainer and handles the client’s taxes from start to finish. Read more
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The Savvy DigiSQuad LLC

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Atlanta, GA

Services provided

25% Back Office Outsourcing

25% Business Consulting

25% Finance & Accounting Outsourcing (FAO) +1 service

25% Financial Advising & Planning

The Savvy DigiSQuad LLC is a Business Consulting company launched in 2021. The small team specializes in Business Consulting and Back Office Outsourcing.
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Baker DMM

Not yet reviewed

Undisclosed

$50 - $99 / hr

2 - 9

Atlanta, GA

Services provided

100% Accounting

Baker DMM is an Accounting company. Their small team of employees is located in Atlanta, Georgia. Their team focuses on Accounting.
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Balog + Tamburri

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Atlanta, GA

Services provided

100% Accounting

Balog + Tamburri is an Accounting company. Their small team is in Atlanta, Georgia and St. Augustine, Florida. Their services include Accounting.
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Quality Systems Enhancement

Not yet reviewed

$5,000+

Undisclosed

10 - 49

Roswell, GA

Services provided

20% Accounting

20% Architectural Design

20% BI & Big Data Consulting & SI +2 services

20% Conversion Optimization

20% Social Media Marketing

Quality Systems Enhancement is a social media marketing firm. They focus on Social Media Marketing and Conversion Optimization and were launched in 2021.
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QTax Services LLC

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Atlanta, GA

Services provided

100% Accounting

In Atlanta, Georgia, QTax Services LLC is an Accounting company. Their services include Accounting.
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Stark PLLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Atlanta, GA

Services provided

20% Business Valuation Services

20% Corporate Law

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Insurance Services & Brokers

Headquartered in Atlanta, Georgia, Stark PLLC is a Financial Advising & Planning company. Founded in 2020, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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Business Financial Group

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Norcross, GA

Services provided

80% Accounting

20% Business Consulting

Business Financial Group is an Accounting company. They are based in Norcross, Georgia, and their services include Accounting and Business Consulting.
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CJ Business Solutions, LLC

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Atlanta, GA

Services provided

100% Accounting

CJ Business Solutions, LLC, an Accounting company, was founded in 2015. The team focuses on Accounting and is located in Atlanta, Georgia.
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BestLyfe Group

Not yet reviewed

$1,000+

$150 - $199 / hr

10 - 49

Lawrenceville, GA

Services provided

15% Accounting

25% Social Media Marketing

20% Pay Per Click +3 services

20% Search Engine Optimization

15% Corporate Training & Coaching

5% Web Design

BestLyfe Group is a Lawrenceville, Georgia-based social media marketing firm. The team offers Social Media Marketing and Search Engine Optimization.
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Virtue CPAs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Alpharetta, GA

Services provided

50% Accounting

25% Financial Advising & Planning

25% Financial Consulting

Virtue CPAs is an Accounting company. The team is in Alpharetta, Georgia, and their services include Accounting and Financial Advising & Planning.
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Stroman Insurance Advisors

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Marietta, GA

Services provided

100% Insurance Services & Brokers

Stroman Insurance Advisors, an Insurance Services & Brokers company, was founded in 2023. The small team provides Insurance Services & Brokers.
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HappyAR

Not yet reviewed

$1,000+

$50 - $99 / hr

2 - 9

Alpharetta, GA

Services provided

10% Accounting

90% Finance & Accounting Outsourcing (FAO)

HappyAR, a Finance & Accounting Outsourcing (FAO) company, specializes in Finance & Accounting Outsourcing (FAO) and Accounting. The agency is based in Alpharetta, Georgia.
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CITITAX Associates

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Alpharetta, GA

Services provided

100% Accounting

CITITAX Associates is an Alpharetta, Georgia-based Accounting company. Their services include Accounting.
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JDC Consultancy

Not yet reviewed

$1,000+

$100 - $149 / hr

2 - 9

Canton, GA

Services provided

20% Accounting

45% Business Consulting

20% Market Research +2 services

10% Marketing Strategy

5% Social Media Marketing

Business Consulting company JDC Consultancy is headquartered in Canton, Georgia. The team offers Business Consulting and Accounting.
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SMB Benefits Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Marietta, GA

Services provided

90% Insurance Services & Brokers

10% Benefits Administration

SMB Benefits Group is a Marietta, Georgia-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Benefits Administration.
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TitleTechs LLC

Not yet reviewed

$1,000+

< $25 / hr

10 - 49

Atlanta, GA

Services provided

20% Accounting

20% Back Office Outsourcing

20% Business Consulting +2 services

20% Business Valuation Services

20% Commercial Brokerage Services

TitleTechs LLC is a Business Consulting company. The team provides Business Consulting and Back Office Outsourcing, and the agency is located in Atlanta, Georgia and Bengaluru, India.
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Jamison Private Wealth Management, Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Milton, GA

Services provided

100% Financial Advising & Planning

Jamison Private Wealth Management, Inc. Is a Financial Advising & Planning company. Based in Milton, Georgia, the agency was founded in 2022. Their services include Financial Advising & Planning.
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KAELVEN CONSULTANCY SERVICES PRIVATE LIMITED

Not yet reviewed

$5,000+

$25 - $49 / hr

10 - 49

Cumming, GA

Services provided

50% Accounting

25% Finance & Accounting Outsourcing (FAO)

25% Tax Law

KAELVEN CONSULTANCY SERVICES PRIVATE LIMITED is an Accounting company. Launched in 2021, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Berkeley Access

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Milton, GA

Services provided

20% Business Consulting

20% Business Continuity Management

20% Content Writing Services +2 services

20% Financial Advising & Planning

20% Fractional CFO Services

Berkeley Access, a Business Consulting company, was launched in 1995. The team provides Business Consulting and Financial Advising & Planning.
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Aventex Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Lawrenceville, GA

Services provided

20% Accounting

20% Call Center Services

20% Digital Strategy +2 services

20% IT Strategy Consulting

20% Search Engine Optimization

Aventex Consulting, a small Digital Strategy company, is located in Lawrenceville, Georgia. The team provides Digital Strategy and Search Engine Optimization.
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KTS Tax Financial Services, LLC

Not yet reviewed

Undisclosed

< $25 / hr

2 - 9

Conyers, GA

Services provided

20% Accounting

20% Business Consulting

20% Corporate Training & Coaching +2 services

20% Financial Advising & Planning

20% Tax Law

Business Consulting company KTS Tax Financial Services, LLC is located in Conyers, Georgia. Founded in 2005, the team provides Business Consulting and Corporate Training & Coaching.
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Collection Services for Staffing Firm

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Reviewed 1 time in the past 6 months

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Bookkeeping for Real Estate Brokerage

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