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Top Financial Services Firms in California

Ratings Updated: June 27, 2026

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CSTMR

4.9 7 reviews
Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves California

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 that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.

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Industry Experience

CSTMR has demonstrated expertise primarily in the financial services sector, receiving positive feedback for their branding, digital marketing, and content strategies. Clients from this industry noted significant improvements in brand awareness, customer acquisition, and website traffic. Additionally, CSTMR showcases flexibility and a collaborative approach in other sectors, such as risk management. Overall, sentiment is highly favorable across all industries, with clients highlighting CSTMR’s deep industry knowledge, responsiveness, and commitment to partnership.
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Other Industry Other industries Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Client feedback regarding CSTMR's overall cost and value for money is predominantly positive. For instance, one client noted a significant increase in website traffic and customer base, indicating strong ROI. Another mentioned a project investment of $210,000, which resulted in a tripling of demo requests and high-intent leads. Clients frequently highlight CSTMR's commitment to delivering tailored solutions and their effective project management, reinforcing the sentiment that their services provide substantial value relative to cost.
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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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View projects from:

Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

This provider is fluent in 2 languages:

English

Spanish

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves California

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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indinero

4.9 20 reviews

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Premier Verified

Undisclosed

$100 - $149 / hr

50 - 249

Walnut, CA

Services provided

30% Accounting

50% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services +1 service

5% Compliance Consulting

Indinero is an accounting services firm offering a range of solutions, including bookkeeping, tax preparation, and fractional CFO services. The company's reviews highlight their professionalism, responsiveness, and ability to simplify complex financial processes. Approximately 90% of reviewers commend their efficient communication and financial reporting capabilities. Clients appreciate their reliability in accounting oversight and strategic financial planning, making them a valuable partner for growing businesses.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Indinero indicate a strong overall sentiment, highlighting their exceptional communication, responsiveness, and expertise in financial management. Clients, such as the President & CEO of GO Processing, commend Indinero for effectively reorganizing financial structures and providing valuable insights that facilitate strategic decision-making. Notably, the attention to detail and the team's ability to simplify complex financial topics have been particularly appreciated. Clients report a significant improvement in financial visibility and organization, making Indinero a trusted partner in their growth.
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15 of 15 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read more
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More responsive than most other service providers

indinero 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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View projects from:

New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Manhattan, New York (1) Indianapolis, Indiana (1) Detroit, Michigan (1) Wilmington, Delaware (1) Chicago, Illinois (1) Orlando, Florida (1) Oakland, California (1) San Francisco, California (1) Henderson, Nevada (1) Boston, Massachusetts (1) Philadelphia, Pennsylvania (1)

This provider is fluent in 2 languages:

English

Spanish

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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Ravix Group

4.9 11 reviews
Premier Verified

Undisclosed

Undisclosed

50 - 249

San Jose, CA

Services provided

40% Accounting

20% Fractional CFO Services

15% HR Consulting +2 services

15% HR Outsourcing

10% Executive Search

Ravix Group is a professional services firm specializing in accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. The reviews highlight their competence in delivering timely and accurate financial statements and audit preparation, with 100% of the feedback being overwhelmingly positive. Clients commend their flexibility, communication, and expertise, particularly praising their ability to streamline processes and enhance compliance.

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8 of 10 Accounting reviews are 5 stars

4 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & HR Outsourcing for AV Production Support Co
5.0 — Ravix Group provides accounting and HR outsourcing services for an AV production support company. The team provides accounting, tax preparation, and recruitment, as well as an HR expert for Read more
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Industry Experience

Ravix Group has demonstrated strong expertise across various industries including financial services, medical, arts and entertainment, business services, information technology, consumer products, biotechnology, and renewable energy. Client feedback highlights their strengths in accounting, HR support, and compliance, with consistent praise for timely project management and responsiveness. Overall, sentiment is positive, particularly in financial services and healthcare sectors, indicating they are well-suited for organizations seeking reliable and efficient back-office solutions.
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Information technology Medical Healthcare Energy & natural resources Research Consumer products & services Financial services Arts, entertainment & music Other industries Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Ravix Group's competitive pricing and strong value for money. For instance, one client noted that their pricing fit within their budget while providing a great culture fit and good value. Another client emphasized significant savings, stating Ravix's services saved them operational costs compared to hiring full-time staff. Overall, feedback reflects satisfaction with the cost-effectiveness of their services, alongside high-quality deliverables and timely project management.
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Oklahoma City, Oklahoma (1) Milwaukee, Wisconsin (1) Livermore, California (1) Los Angeles, United States (1) Menlo Park, California (1) San Jose, California (1) Walnut Creek, California (1) Seattle, Washington (1) Fletcher, North Carolina (1) Brisbane, California (1) La Jolla, California (1)

This provider is fluent in 1 language:

English

This provider is available in 2 time zones:

Eastern Standard Time (EST)

Pacific Standard Time (PST)

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CFO Hub

4.8 5 reviews
Premier Verified

$1,000+

$150 - $199 / hr

50 - 249

San Diego, CA

Services provided

15% Accounting

30% Fractional CFO Services

20% Business Consulting +6 services

10% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

5% Financial Consulting

5% HR Consulting

5% HR Outsourcing

5% Recruitment Process Outsourcing

CFO Hub is a comprehensive accounting services provider, offering CFO, bookkeeping, financial analysis, and tax preparation services. Overall, the feedback is highly positive, with approximately 100% of reviewers praising their responsiveness, expertise, and ability to meet deadlines. The company is noted for quickly identifying client needs and providing precise financial reporting, making them a valued partner in financial strategy and management.

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Reviews mention Professional
The overall sentiment regarding professionalism at CFO Hub is highly positive. Clients noted their swift response to needs and ability to identify urgent issues, which led to immediate action. One CEO highlighted their friendly demeanor and professional approach, stating that CFO Hub exceeded expectations and gained the confidence of the team quickly. The company's ability to meet tight deadlines and provide clear insights was particularly impressive, leading to successful outcomes without noted areas for improvement.

Fractional CFO Services & Support for Youth Services Org

5.0 Oct 15, 2025

CFO Hub responded swiftly to our needs. They helped us meet deadlines that seemed unreachable and exceeded expectations by painting a clear picture of our challenges within a two week period. CFO Hub quickly gained the confidence of the operations team, CEO, and board. The most impressive piece with CFO Hub is how quickly they were able to deploy and how quickly they were able to identify our needs. They are also incredibly friendly and professional.
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3 of 5 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Fractional CFO Services & Support for Youth Services Org
5.0 — CFO Hub has been hired by a youth services organization to assess their fiscal needs, support the transition of the CFO, develop policies and procedures, and support meeting lender requirements. Read more
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Industry Experience

CFO Hub has garnered positive feedback across various industries, demonstrating expertise in non-profit, real estate, and ERP implementation sectors. Clients highlighted their strengths in financial management, responsiveness, and ability to streamline operations. In the non-profit sector, they excel at compliance and reporting, while in real estate, they enhance financial clarity and investor communication. In other industries, their efficiency in accounting processes was noteworthy. Overall, the sentiment is highly favorable, particularly for organizations seeking financial strategy and operational stability.
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Non-profit Consulting IT Services Real estate Other industries

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Average Project Cost Breakdown

$10,000 to $49,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight CFO Hub's competitive pricing and strong value for money. One client noted that CFO Hub's pricing fit their budget while providing excellent service and support. Another emphasized the significant reduction in internal accounting hours, showcasing efficiency gains. Overall, feedback reflects satisfaction with the cost-to-value ratio, with multiple clients appreciating the quality of service received relative to their investment.
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George Dimov, CPA

4.9 36 reviews
Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

San Francisco, CA

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is an accounting firm specializing in tax preparation, bookkeeping, financial reporting, and audit services. Across numerous reviews, clients commend their professionalism, responsiveness, and ability to deliver timely and accurate services. Notably, 100% of reviewers highlight their effective communication and problem-solving skills, while around 85% mention their ability to tailor solutions to specific business needs, contributing to substantial financial savings.

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13 of 14 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Agency
5.0 — George Dimov, CPA provided accounting services to an insurance agency. They filed the client's 2023 business taxes, reviewed their payroll processes, and audited the past year's books and P&L Read more
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Industry Experience

George Dimov, CPA demonstrates strong expertise in various industries, particularly in Advertising & Marketing, Information Technology, Financial Services, and Real Estate. Clients commend their responsiveness, thorough communication, and ability to provide tailored solutions that lead to significant financial benefits, including tax savings. Overall sentiment across industries remains highly positive, indicating that potential clients in these sectors can expect reliable, professional financial services that foster growth and clarity.
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Real estate Construction Financial services Consumer Products Other Industry Information technology IT Services Arts, entertainment & music Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (6) $10,000 to $49,000 (6) $50,000 to $199,999 (3)

What Clients Have Said
Clients consistently highlight George Dimov, CPA's competitive pricing and excellent value for money. For instance, one client noted that their pricing fit their budget while providing good value for the cost. Another client emphasized the significant tax savings achieved through strategic planning, stating they saved over $100,000 annually. Overall, the sentiment is overwhelmingly positive, with clients appreciating both the affordability and the high quality of service provided.
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New York City, New York (5) Middletown, Delaware (1) Fort Lauderdale, Florida (1) Miami, United States (1) Bethesda, Maryland (1) Austin, Texas (1) Hamden, Connecticut (1) Los Angeles, California (1) Boston, Massachusetts (1)

This provider is fluent in 12 languages:

English

Mandarin

Spanish

Arabic

Hindi

Russian

Korean

Turkish

Vietnamese

Urdu

Ukrainian

Cantonese

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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Pacific Accounting & Business Services

4.9 10 reviews
Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Irvine, CA

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Pacific Accounting & Business Services is a prominent provider of bookkeeping, tax preparation, financial reporting, and comprehensive accounting services. With a notable 83% of reviews highlighting their timely delivery and attention to detail, clients commend their efficient communication and ability to enhance financial workflow. The firm receives praise for its consistent service quality and excellent client support.

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5 of 6 Accounting reviews are 5 stars

6 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Outsourced Accounting for Business Services Company
5.0 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Read more
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Industry Experience

Pacific Accounting & Business Services has demonstrated strong expertise across various industries, including Nonprofit, Retail, Financial Services, Automotive, and Business Services. Clients noted their efficiency, thorough communication, and ability to streamline financial processes, leading to improved workflows and timely reporting. Sentiment is overwhelmingly positive, particularly in Nonprofit and Automotive sectors, where the company is praised for its cultural alignment and attentive client service. This provider is well-suited for organizations seeking reliable bookkeeping and financial management support.
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Nonprofit Financial services Automotive Retail Business services

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Average Project Cost Breakdown

$10,000 to $49,000 (3) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently highlight Pacific Accounting & Business Services' competitive pricing and strong value for money. One client noted that their pricing fit within budget and provided great value for the cost. Another emphasized the reasonable pricing and high-quality service received, stating, "Price. Quality. Timeliness." Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews mention good value and alignment with budgetary constraints.
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Basis 365 Accounting

4.9 17 reviews
Verified

$1,000+

Undisclosed

10 - 49

West Hollywood, CA

Services provided

35% Accounting

60% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

Basis 365 Accounting is a specialized accounting firm offering comprehensive bookkeeping, financial reporting, tax preparation, and financial advisory services. With an impressive 100% positive feedback rate, clients consistently commend their responsiveness, professionalism, and integration of technology into accounting processes. Approximately 90% of reviewers highlight their proficiency in streamlining bookkeeping and financial statement preparation, which supports informed business decisions. Their tailored approach and dedication to client needs further underscore their reputation as a reliable partner for e-commerce businesses.

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15 of 17 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Outsourced CFO & International Expansion Support for Mobile Tech Studio
5.0 — As an outsourced partner, Basis 365 managed onboarding and international transaction processes. They provide a full suite of CFO services, including bookkeeping, invoicing, cash-flow forecasting, Read more
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Industry Experience

Basis 365 Accounting has garnered positive feedback across various industries, particularly retail and other sectors including e-commerce, technology, and consulting. Clients praise their expertise in bookkeeping, technology integration, and proactive communication, leading to improved financial management and decision-making. Retail clients commend their understanding of e-commerce complexities, while other industries appreciate their tailored solutions and responsiveness. Overall, Basis 365 Accounting is well-suited for businesses in retail and tech, offering impactful services that enhance operational efficiency and financial clarity.
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IT Services Other Industry Human Resources Design Advertising & marketing Consulting Consumer Products Retail Other industries

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More responsive than most other service providers

Basis 365 Accounting 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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View projects from:

Irvine, California (3) Los Angeles, California (3) San Francisco, California (2) Costa Mesa, California (1) San Rafael, California (1) Seattle, Washington (1)

This provider is fluent in 1 language:

English

This provider is available in 4 time zones:

Central Standard Time (CST)

Eastern Standard Time (EST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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Dark Horse CPAs

Not yet reviewed
Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

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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420 accounting services

Not yet reviewed
Verified

Undisclosed

Undisclosed

Freelancer

Los Angeles, CA

Services provided

50% Accounting

25% Business Consulting

25% Corporate Training & Coaching

420 accounting services is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
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Pilot

4.8 10 reviews

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

45% Accounting

20% Fractional CFO Services

15% Finance & Accounting Outsourcing (FAO) +2 services

15% HR Outsourcing

5% Benefits Administration

Pilot is a company specializing in accounting services, including bookkeeping, tax preparation, and financial reporting. Across reviews, 100% of clients highlight Pilot's accuracy, timely delivery, and responsive communication. Approximately 80% appreciate the company's seamless integration with tools like QuickBooks and the accessibility of their digital platform, which facilitates efficient financial management and advisory services.

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5 of 9 Accounting reviews are 5 stars

9 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Services for Surgical Robot Manufacturer
5.0 — Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client. Read more
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Industry Experience

Pilot has received positive feedback across multiple industries, including Software, IT Services, Advertising & Marketing, and Healthcare. Clients highlight Pilot's strengths in bookkeeping, tax preparation, and CFO services, noting their responsiveness, organization, and ease of use. The overall sentiment is highly favorable, with clients in the Software industry particularly appreciating the accuracy and efficiency of services. For potential clients seeking reliable accounting solutions, Pilot demonstrates strong expertise in these sectors.
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Software IT Services Advertising & marketing Healthcare Medical

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Average Project Cost Breakdown

$10,000 to $49,000 (4) Less than $10,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Pilot's competitive pricing and overall value for money. They appreciate the company's responsiveness and timely delivery of services, with one client noting, "Pilot always supplies professional and efficient services," while another stated, "Pricing fit our budget and good value for cost." Overall, the sentiment is positive, with clients feeling that Pilot offers high-quality support at a reasonable price, making it a reliable choice for bookkeeping and accounting needs.
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Escalon Services, Inc.

3.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Palo Alto, CA

Services provided

90% Accounting

10% HR Consulting

Escalon Services, Inc. is a company specializing in Accounting Services, including bookkeeping, tax preparation, and financial advisory for startups. The feedback is overwhelmingly positive, with 100% of the reviewers highlighting their promptness and financial streamlining capabilities. Many clients appreciate the personal and professional synergy of their team, though a newsletter on tax trends was suggested as an improvement.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Digital Travel Agency
5.0 — A digital travel agency hired Escalon Services, Inc. for their accounting services. The team helps the startup with their filings, expense reports, and other accounting support. Their services are Read more
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Industry Experience

Escalon Services, Inc. has demonstrated expertise primarily in the Hospitality & Leisure industry, notably assisting startups like Tripelina with accounting logistics and financial guidance. Feedback highlights their strong client relations, timely project management, and the ability to streamline financial processes. Clients appreciate their reasonable pricing and professional staff. Overall sentiment is positive, indicating Escalon Services, Inc. is a suitable choice for startups in need of comprehensive accounting support.
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Hospitality & leisure

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally find Escalon Services, Inc. to provide excellent value for money, with one client noting their pricing as 'very reasonable' for the services rendered. The firm effectively streamlines financial processes and maintains prompt communication, which enhances perceived value. Overall, feedback indicates satisfaction with the cost relative to the professional support offered, highlighting their commitment to client interests.
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Algo Clan Inc.

5.0 3 reviews

$50,000+

$50 - $99 / hr

2 - 9

San Francisco, CA

Services provided

10% Accounting

15% AI Development

15% DevOps Managed Services +9 services

10% API Development

10% Custom Software Development

10% Warehousing & Distribution

5% AR/VR Development

5% E-Commerce Development

5% Funding & Investment

5% IoT Development

5% Mobile App Development

5% Web Development

Algo Clan Inc. is a technology integration firm specializing in API integrations and cloud infrastructure, with a focus on the accounting and finance sectors. According to client feedback, 100% of the reviews highlight their efficient project management, timely delivery, and exceptional culture fit. Clients appreciate their cutting-edge technology, although some mention the need for gradual onboarding due to the complexity of their tools.

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Industry Experience

Algo Clan Inc. has demonstrated expertise primarily within the financial services industry, providing technology integration, API integrations, and cloud infrastructure support for accounting and finance solutions. Feedback highlights their strengths in workflow automation, client communication, and timely project delivery. Clients appreciate their cultural fit and ownership mindset, though some noted challenges in adapting to advanced technologies. Overall sentiment reflects a strong capability in enhancing operational efficiency for financial service providers.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently noted Algo Clan Inc. offers good value for the cost, with one CEO specifically highlighting their 'great culture fit' and 'good value for cost.' The company's commitment to meeting deadlines and responsiveness further enhances the perceived value. However, some feedback suggests that the advanced technologies used may require additional client onboarding time, indicating a potential area for improvement in aligning client capabilities with the services provided.
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San Francisco, CA

201 Spear Street
San Francisco, CA 94105
2 - 5

5872878171

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SmartBean® Bookkeeping

5.0 11 reviews

Undisclosed

Undisclosed

10 - 49

Tustin, CA

Services provided

100% Accounting

SmartBean® Bookkeeping is a reputable firm providing comprehensive bookkeeping and financial services. Clients consistently highlight their exceptional communication and transparency, with no hidden fees, and 100% satisfaction. Approximately 90% of reviewers commend their efficient processes and reliable access to financial data, making SmartBean an ideal partner for small businesses seeking dependable bookkeeping and financial reporting solutions.

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10 of 11 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping for Skincare Clinic
5.0 — Smart Bean Inc was hired to organize the accounting books of a skincare clinic. Read more
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Industry Experience

Smart Bean, Inc. has demonstrated expertise across various industries, including Real Estate, Arts & Entertainment, Legal, Hospitality, and Advertising. Clients commend their exceptional communication, transparency, and reliability in bookkeeping and accounting services. The overall sentiment reflects strong satisfaction, particularly in the Real Estate and Legal sectors, highlighting their ability to reduce stress and enhance operational efficiency for small businesses. Potential clients in these industries can expect tailored, trustworthy support that aligns with their financial needs.
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Arts, entertainment & music Advertising & marketing Hospitality & leisure IT Services Legal Healthcare Beauty & Cosmetics Design Other Industry Real estate

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Average Project Cost Breakdown

Less than $10,000 (10)

What Clients Have Said
Clients consistently praise Smart Bean, Inc. for their transparent and reasonable pricing structure, highlighted by a flat rate fee model that enhances predictability for small businesses. One client noted a significant reduction from $250 to a manageable $155 monthly fee, while others appreciated the overall cost-effectiveness compared to previous services. The sentiment is overwhelmingly positive, with many clients expressing satisfaction that Smart Bean's services provide excellent value for money, alleviating financial stress and improving business efficiency.
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Orange County, California (3) Costa Mesa, California (2) Tampa, Florida (1) Atlanta, Georgia (1) Decatur, Georgia (1) Newport Beach, California (1) Tustin, California (1) Puyallup, Washington (1)

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TGG Accounting

5.0 1 review

$5,000+

Undisclosed

50 - 249

San Diego, CA

Services provided

80% Accounting

20% Financial Advising & Planning

TGG Accounting is a professional accounting services firm specializing in CFO-level financial advisory, financial reporting, and strategic financial analysis. Reviews highlight their exceptional service, with 100% positive feedback praising their cost-effectiveness, expert financial reporting, and ease of collaboration. Clients particularly appreciate their tailored financial solutions and strategic advice, enhancing budgeting efficiency and financial understanding.

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Financial Services for Media & Events Company
5.0 — TGG Accounting provides accounting and financial services for a media and events company. They are responsible for financial reports, including the status, budget, and provides advice about Read more
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Industry Experience

TGG Accounting has demonstrated expertise primarily in the Legal Cannabis industry, where they provided comprehensive accounting support, strategic advice, and tailored financial reporting. Clients highlight their cost-effectiveness, swift project management, and clear communication, leading to improved budgeting processes and financial understanding. Overall, the sentiment towards TGG is highly positive, particularly in the cannabis sector, making them a strong candidate for clients seeking specialized financial services in this industry.
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Legal Cannabis

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised TGG Accounting for their cost-effectiveness, noting that they provide a higher level of expertise at a lower cost compared to in-house staff. One client specifically highlighted that TGG's services are 'far more cost-effective' and expressed willingness to retain them even at a higher price. Overall, the sentiment indicates strong value for money, reinforced by positive feedback on their efficiency and the quality of financial reports provided.
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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

25% Accounting

20% Cybersecurity

15% Finance & Accounting Outsourcing (FAO) +4 services

10% Business Consulting

10% Compliance Consulting

10% Financial Advising & Planning

10% Financial Consulting

Sensiba LLP is a firm specializing in audit services, particularly SOC2 and ISO27001 certifications. Clients commend their professionalism, expertise, and commitment, with 100% of reviewers noting their thoroughness and guidance. They consistently deliver projects on time, ensuring seamless and efficient processes for their clients.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Auditing Services for Property Assessment Co
5.0 — Sensiba LLP was hired to provide auditing and consulting services for a property assessment company. The team conducted an SOC 2 and ISO 27001 audit. Read more
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Industry Experience

Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects.
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Consulting Other Industry Human Resources IT Services Information technology Advertising & marketing Telecommunications Software Financial services

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More responsive than most other service providers

Sensiba LLP 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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MATAX

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

San Francisco, CA

Services provided

50% Accounting

25% Business Consulting

15% Cloud Consulting & SI +1 service

10% Financial Consulting

MATAX is a company specializing in Accounting Services, including bookkeeping and financial training. Reviewers highlight their exceptional project management skills and ability to simplify complex issues, with 100% of feedback being positive. Their training services notably reduced processing time in Xero by 75%, showcasing their effectiveness and expertise in financial systems.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Xero Accounting System Training for Advertising Agency
5.0 — An ad agency hired matax to train their staff on the ins and outs of the Xeros accounting system. They launched preliminary sessions and followed through with succeeding training based on client Read more
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Industry Experience

MATAX has received positive feedback primarily in the Advertising & Marketing industry, where they demonstrated expertise in training and project management, specifically in Xero software. Clients appreciated their ability to simplify complex processes, resulting in a significant 75% reduction in processing time. Their strengths include strong communication skills and a solution-oriented approach. Overall, MATAX is well-suited for projects requiring training and process optimization within similar sectors.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that MATAX provides excellent value for money, particularly highlighting the effectiveness of their training sessions. One client noted spending $500 for training that led to a 75% reduction in processing time, showcasing significant ROI. Their project management skills were also praised for optimizing learning efforts, with no areas for improvement identified. Overall, the sentiment reflects satisfaction with MATAX's pricing relative to the quality and impact of their services.
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A Bigger Bottom Line, LLC.

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Irvine, CA

Services provided

50% Accounting

40% Business Consulting

10% Financial Consulting

A Bigger Bottom Line, LLC. is a forward-thinking company specializing in Accounting Services, particularly in leveraging cloud-based systems and software integrations. The company receives overwhelmingly positive feedback for its transformative impact, with clients appreciating its futuristic approach and the enhanced freedom it provides. Reviewers commend their detailed project management and communication, with 100% highlighting their commitment and innovative solutions.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services & Cloud Integrations for Broker Company
5.0 — A Bigger Bottom Line, LLC. went above bookkeeping, helping with software integration. Moving a broker firm into the cloud, they set them up on 23 pieces of software including Cludo, Hubdoc, Keap, Read more
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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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Bharmal & Associates, Inc.

5.0 3 reviews

$1,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

90% Accounting

10% Business Consulting

Bharmal & Associates, Inc. is an accounting firm offering services such as bookkeeping, CPA, tax preparation, and financial advisory. Reviews highlight their responsiveness and expertise, with 100% of clients appreciating their tailored approach and strategic tax advice. Although not the most affordable, clients value the quality and trust established, with notable praise for their personalized client care.

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Reviews mention Trustworthy
Clients express a strong sense of trust in Bharmal & Associates, Inc., highlighting their ethical approach and dedication to client interests. One client noted their proactive communication and responsiveness, especially during critical situations. The CFO of A1 Healthcare Management emphasized the importance of trust in the CPA-client relationship, stating that their methodical and knowledgeable team has consistently provided valuable insights and support since 2013. Overall, feedback indicates a high level of confidence and satisfaction with the firm's services.

Accounting for Patient Relationship Management Company

5.0 Aug 20, 2020

I appreciate that they always have my best interest at heart. They keep up with what’s going on in the taxation industry, advising me on any new changes. They’re an ethical, forthcoming, and methodical CPA to work with.
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Accounting for Patient Relationship Management Company

5.0 Aug 20, 2020

The relationship between a business and their CPA has to be based on trust. Give yourself enough time to develop that level of trust, and tell them your needs. They’re good at listening and will make sure that you get the best out of the relationship.
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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Glass Installation Company
5.0 — Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing. Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients generally perceive Bharmal & Associates, Inc. as providing good value for money, though some noted their pricing is not the cheapest. One client invested approximately $6,000–$8,000 annually, stating they achieved substantial tax savings and benefit from attentive service. Another client, spending around $1,500 quarterly, highlighted the firm's responsiveness and reliability. While one review suggested a desire for lower prices, the overall sentiment is positive, emphasizing quality service and expertise over cost.
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Laguna Hills, California (1) Orange, California (1) Santa Ana, California (1)

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SFBay Financial

5.0 2 reviews

$1,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

SFBay Financial is a comprehensive accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With consistently positive feedback, 100% of reviewers commend their efficient service and strong problem-solving approach. Clients highlight the firm's proactive communication and excellent support, noting the quality of their expert staff, particularly in navigating complex financial situations.

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Reviews mention Efficient
Clients have consistently praised SFBay Financial for their efficiency in handling ongoing accounting services. One client highlighted the ease of setup and the swift resolution of issues, stating, 'Everything is very easy' and commending their quick follow-up with solutions. Another review noted the outstanding performance of their primary contact, Sarah, describing her as 'easy to work with' and 'efficient.' Overall, the sentiment surrounding their efficiency is highly positive, reflecting a strong capability to meet client needs promptly.

Accounting Services for Non-Profit Organization

5.0 Aug 3, 2021

I have been very impressed by the Staff. Sarah was assigned to our company a few years ago and has been outstanding. Easy to work with, solution approach, and efficient. They have done everything I need at a price that work for my small business.
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Industry Experience

SFBay Financial has received positive feedback across various industries, notably Nonprofit and Business Services. Clients in the Nonprofit sector praised the firm for efficient accounting support and navigating complex financial processes like PPP loans. In Business Services, the firm is recognized for its timely communication and expertise in specialized tax situations. Overall sentiment indicates strong client satisfaction, highlighting SFBay Financial's strengths in bookkeeping, tax preparation, and responsive service, making them a suitable partner for organizations in these sectors.
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Nonprofit Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of SFBay Financial consistently highlight the company's excellent value for money, particularly noting their flexible hourly billing structure that accommodates various budgets. One client emphasized that SFBay provided services at a price that worked for their small business, while another mentioned their ongoing satisfaction and absence of tax problems as indicators of effective service. Overall, feedback reflects a strong sentiment of appreciation for the cost-effectiveness and quality of service provided.
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Canada (1) United States (1)

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Westside Financial

5.0 1 review

$1,000+

< $25 / hr

2 - 9

Los Angeles, CA

Services provided

50% Accounting

50% Business Consulting

Westside Financial offers comprehensive Accounting Services, including bookkeeping, tax preparation, financial reporting, and acting as a remote CFO. Review feedback is overwhelmingly positive, with 100% of comments highlighting their expertise in handling complex tax and legal issues internationally. Clients appreciate their commitment to ongoing education and commend their ability to significantly reduce operational costs.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Business Accounting for Digital Agency
5.0 — Westside Tax and Accounting Services provides financial reporting for a digital agency, allocating a constant CPA resource to manage and meet all legal and tax-related requirements. Read more
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Industry Experience

Westside Financial has demonstrated expertise primarily in the IT Services industry, providing comprehensive accounting solutions as a remote CFO. Clients appreciate their ability to manage complex, multi-state tax challenges and custom reporting needs, resulting in significant operational efficiencies. The firm is noted for its commitment to ongoing education and adaptation to client needs. Overall sentiment is positive, with clients recommending Westside for companies requiring tailored financial management, particularly in tech and remote-working environments.
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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 Westside Financial as offering good value for money, with one CEO noting a monthly investment of $500–$1,000 for comprehensive accounting services. The client emphasized that Westside's expertise has significantly reduced operational costs and improved efficiency, particularly in managing complex tax issues across multiple states and countries. While there are minor concerns about response times, the overall sentiment reflects strong satisfaction with the firm's cost-effectiveness and the quality of service provided.
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VargasAndrews

4.8 2 reviews

$10,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Services provided

15% Accounting

20% ERP Consulting and SI

15% IT Strategy Consulting +6 services

10% Back Office Outsourcing

10% Business Consulting

10% Commercial Financing

10% Funding & Investment

5% HR Consulting

5% Recruiting

VargasAndrews is a strategic consulting firm specializing in business and digital transformation, CRM refinement, and executive recruitment. Reviewers highlight the company's responsiveness, expertise in evolving technology needs, and thorough project management. Clients appreciate their role in shaping company culture and providing strategic guidance, with 100% of reviews noting their value in facilitating organizational growth and transformation.

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Reviews mention Customized support
Clients have praised VargasAndrews for their customized support, highlighting their thoroughness and proactive communication. One client noted, 'They provide a lot of high-touch communication and updates,' and emphasized their commitment to company culture and coaching. Despite some initial challenges in task assignments, feedback was addressed promptly. Overall, the sentiment reflects a strong appreciation for VargasAndrews' dedication to client needs and their integral role in business transformation efforts.

Recruiting & Business Strategy for Automotive Battery Co.

5.0 Jan 8, 2021

VargasAndrews has stepped up to help us work properly, get our priorities straight, and iron out dysfunctions. This is outside of their scope; they’re doing it willingly. It’s clear that they’re deeply embedded in our business and have a large stake in it. They do consult but they’re also building and shaping our culture; that’s very unique.
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Industry Experience

VargasAndrews demonstrates strong capabilities in the Information Technology and Automotive industries. Clients praise their responsiveness, expertise in digital transformations, and strategic recruitment efforts. In IT, they effectively refine CRM systems and facilitate organizational growth. In the Automotive sector, they support business and digital transformations, enhancing team dynamics and culture. Overall, their impact is marked by thorough project management and a commitment to client success, making them well-suited for companies undergoing significant changes.
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Information technology Other Industry

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients have expressed satisfaction with VargasAndrews' pricing, noting it as reasonable compared to market standards. One client highlighted their thoroughness and value, stating they received significant return on a $270,000 investment. Overall sentiment indicates a strong sense of value for money, with clients appreciating the company's responsiveness and commitment to delivering high-quality results, despite some areas for improvement in project clarity and speed of execution.
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RTA Group, LLC

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Roseville, CA

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

RTA Group, LLC is a professional Accounting Services firm offering CFO, bookkeeping, and financial analysis solutions. Clients praise their effective financial forecasting and personalized service, with 100% of reviews highlighting their commitment to client success and sincere approach to business relationships. Their flexible billing structure and proactive financial guidance are particularly valued, making them a reliable partner for business growth.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Finance & Accounting Outsourcing for Solution Provider
5.0 — RTA Group, LLC was hired by a software solution provider for their accounting services. Key deliverables include financial forecasts and product budgeting for profit and growth increase purposes. Read more
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Industry Experience

RTA Group, LLC has demonstrated expertise primarily in the IT Services and education sectors, particularly K12 communications. Clients commend their strong forecasting capabilities, professionalism, and effective communication, noting significant improvements in financial management and growth strategies. The overall sentiment reflects satisfaction with RTA's responsiveness and tailored solutions, making them a suitable partner for organizations seeking financial expertise within similar industries.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have praised RTA Group, LLC for their cost-effective solutions, particularly valuing the project-based billing structure that eliminates concerns over time waste. One client highlighted the affordability of part-time financial services, which allowed them to access essential expertise without full-time costs. Overall, the sentiment reflects high satisfaction with the value received relative to pricing, as clients appreciate tailored services that align with their budgetary constraints.
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Lalea & Black

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

60% Accounting

20% Business Consulting

10% Finance & Accounting Outsourcing (FAO) +1 service

10% Financial Consulting

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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New City Insurance

5.0 1 review

Undisclosed

Undisclosed

10 - 49

San Diego, CA

Services provided

70% Insurance Services & Brokers

30% HR Consulting

New City Insurance is a benefits consultancy firm specializing in health, vision, and dental insurance services. Feedback indicates a 100% positive experience, highlighting their low cost, responsive service, and effective collaboration. Notably, they are commended for presenting multiple benefits alternatives tailored to client needs.

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Industry Experience

New City Insurance has demonstrated expertise primarily within the engineering industry, providing effective health benefits, vision, and dental insurance solutions. Clients commend their low-cost offerings and exceptional service, particularly highlighting their notable response time and ability to present multiple alternatives tailored to employee needs. Overall sentiment is positive, suggesting that New City Insurance is a strong candidate for engineering firms seeking reliable insurance services.
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Engineering

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What Clients Have Said
Clients consistently highlight New City Insurance's competitive pricing as a significant factor in their selection process, emphasizing low costs along with quality service. One client, a COO of an engineering firm, noted their impressive response time and the effective presentation of multiple health benefit alternatives, reinforcing the overall sentiment that the company offers good value for money without compromising on service quality.
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Prime Accounting Solutions

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Culver City, CA

Services provided

100% Accounting

Prime Accounting Solutions is an accounting services provider specializing in bookkeeping, tax preparation, and financial advisory. Based on reviews, the company demonstrates strong client satisfaction, with 100% positive feedback on their efficient project management and attentive customer service. Clients highlight Andrew's proactive approach to tax filing and business support, particularly during challenging times like the COVID-19 pandemic.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Accounting, Bookkeeping, & Advisory for Automotive Co.
5.0 — Prime Accounting Solutions provides business accounting services through bookkeeping, payroll, and invoicing for an automotive machine shop. The team also prepares their state and federal Read more
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Industry Experience

Prime Accounting Solutions has garnered positive feedback primarily from the automotive industry, specifically automotive machine shops. Clients appreciate their comprehensive accounting services, including tax preparation and bookkeeping, highlighting their responsiveness and supportive nature, especially during critical times like COVID-19. Overall sentiment is highly favorable, indicating strong expertise and a reliable partnership. Potential clients in the automotive sector and related fields, such as marine and aerospace, would find Prime Accounting Solutions a suitable match for their accounting needs.
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Automotive

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express high satisfaction with Prime Accounting Solutions, noting their affordable pricing of $120–$140 per month provides excellent value. One client highlighted the company's responsiveness and the comprehensive support received, especially during challenging times like COVID-19. Overall, the sentiment is overwhelmingly positive, with clients appreciating the personal attention and efficiency offered by Andrew, which enhances their overall experience and confidence in the services provided.
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Rockwell Capital Group

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Glendale, CA

Services provided

100% Accounting

Rockwell Capital Group is a reputable company providing accounting services, including bookkeeping, tax filing, and financial advisory. Their clients commend their project management skills and accessibility, with 100% of reviewers expressing satisfaction and noting their effectiveness in managing financial tasks and providing valuable advice. Their ability to foster personal relationships and transparency is frequently highlighted.

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Reviews mention Transparent
Clients express a highly positive sentiment regarding Rockwell Capital Group's transparency. One client noted their ease of communication and the establishment of a personal relationship, stating, "They’re willing to speak to their customers with transparency," which has been described as a game-changer. Overall, feedback highlights the firm's commitment to open dialogue and accessibility, contributing to a trusting partnership.

Accounting Services for Insurance Brokerage

5.0 Nov 4, 2019

Unlike other accounting firms, they’re quick and easy to get ahold of. We’ve been able to foster a close relationship, so we can communicate on a more personal level. They’re willing to speak to their customers with transparency. To be able to get a personal relationship through our business was a game-changer.
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2 of 2 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Insurance Brokerage
5.0 — In their longterm relationship with their partner, Rockwell Capital Group has handled all transactions and bookkeeping for an insurance brokerage. They also offer management advice as needed. Read more
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Industry Experience

Rockwell Capital Group has demonstrated expertise primarily in the financial services and business services industries. Clients praise their efficiency in bookkeeping, tax management, and advisory roles, notably for enhancing financial clarity and reducing tax liabilities. Overall sentiment is highly positive, highlighting their responsiveness, project management skills, and personalized service. Organizations seeking reliable accounting and financial guidance, particularly in these sectors, would find Rockwell Capital Group a suitable partner.
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Financial services Business services

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Average Project Cost Breakdown

Less than $10,000 (2)

What Clients Have Said
Clients have expressed positive sentiments regarding Rockwell Capital Group's cost-effectiveness and value for money. One client noted spending about $5,000 over several years for comprehensive bookkeeping and tax services, highlighting the significant relief from financial management burdens. Another client mentioned an annual investment of over $2,000, emphasizing that their low tax liabilities and overall satisfaction stem from Rockwell's expertise. Overall, the feedback indicates that clients find the services to be both affordable and impactful.
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HK Associates, Certified Public Accountants

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Simi Valley, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

HK Associates, Certified Public Accountants, is an accounting firm specializing in tax preparation, bookkeeping, and financial advisory services. They are highly regarded for their expertise in navigating complex tax situations, with 100% of reviewers highlighting their impressive communication and problem-solving skills. Clients appreciate their ability to amend past tax errors and maintain transparent communication throughout.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Prep for Retail Company
5.0 — HK Associates, Certified Public provides tax preparation services. The team helps an online store file their taxes and manage their books. Their services are ongoing. Read more
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Industry Experience

HK Associates, Certified Public has demonstrated strong expertise in the retail industry, particularly in navigating tax complexities for e-commerce businesses. Client feedback highlights their effective communication, thoroughness in tax preparation, and proactive support in correcting past errors, resulting in financial recoveries. Their personable approach and commitment to client education contribute positively to their reputation, making them a suitable choice for retail businesses seeking reliable financial guidance.
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Retail

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with HK Associates, noting their clear pricing and friendly communication. One client mentioned spending around $2,000, highlighting that the firm went above and beyond in tax filing, resulting in refunds for overpaid state taxes. Overall, feedback indicates that the company provides good value for money, with effective support and expertise in navigating complex tax issues, leaving clients feeling well-supported and informed throughout the process.
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Tehrani & Velez, LLP

5.0 1 review

$5,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Tehrani & Velez, LLP is an accounting firm specializing in bookkeeping, tax filing, and financial advisory services. The firm is praised for its personalized and timely service, with a perfect client satisfaction rate, as all feedback is positive. Reviewers highlight their effective project management and tailored advice, noting the firm's ability to adapt to clients' needs despite its growth.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep & Bookkeeping for Video Production Agency
5.0 — Tehrani & Velez, LLP provides ongoing tax filing and bookkeeping services. In addition to managing these accounts monthly and yearly, they also give insight into financial planning and Read more
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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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BEAN COUNTER

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Services provided

50% Accounting

50% Financial Advising & Planning

BEAN COUNTER is an accounting services company specializing in bookkeeping, tax preparation, and financial advisory. Their clients praise their communicative approach and consistent on-time delivery of tax documents, with 100% of reviewers highlighting cost reduction and fair pricing. Some suggest expanding their staff to further enhance service delivery.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for International Trade & Dev Company
5.0 — An international trade and development company hired Bean Counter Bookkeeping LLC to provide accounting services. They manage the clients bookkeeping tasks regarding California's and federal's Read more
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Industry Experience

Bean Counter Bookkeeping LLC has demonstrated expertise primarily in the international trade and development sector, with notable strengths in accounting for the cannabis industry, inheritance, and federal tax laws. Clients commend their effective communication, commitment to cost reduction, and timely project management. Overall sentiment is positive, highlighting reliability and a client-centric approach, making them an ideal fit for businesses in need of specialized accounting services in these sectors.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express a high level of satisfaction with Bean Counter Bookkeeping LLC's pricing, describing it as fair and indicative of the value received. One client noted their ability to reduce costs while maintaining quality service, stating, 'They have our best interests at heart.' Additionally, the ongoing relationship since 2017 highlights a strong perceived value for money, further supported by their excellent project management and communication skills.
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KIN Logistic Solutions

5.0 1 review

$1,000+

< $25 / hr

50 - 249

Rolling Hills Estates, CA

Services provided

10% Accounting

10% Back Office Outsourcing

10% Customs brokerage +7 services

10% Logistics & Supply Chain Consulting

10% Ocean Freight

10% Rail Freight

10% Recruiting

10% Recruitment Process Outsourcing

10% Staffing

10% Trucking

KIN Logistic Solutions specializes in Accounting Services, emphasizing financial reporting and bookkeeping. Reviews indicate a 100% positive feedback rate, highlighting their strong commitment to efficiency and accuracy. Clients commend their timely invoicing, payment tracking, and operational efficiency enhancements through real-time updates and reporting.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Back Office Outsourcing for General Sales Supplier
5.0 — KIN Logistic Solutions provided virtual assistance and back office services for a general sales supplier. The team organized the client's financial records, invoicing, payment tracking, and Read more
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Industry Experience

KIN Logistic Solutions demonstrates strong expertise in the Consumer Products industry, with a focus on operational efficiency and financial accuracy. Client feedback highlights their commitment to timely project execution and enhanced administrative processes. This positive sentiment reflects their capability to streamline operations and improve reporting systems, making them a suitable partner for businesses seeking operational improvements in consumer-centric sectors.
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Consumer Products

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding KIN Logistic Solutions' cost-effectiveness and value for money. One CEO noted improvements in financial accuracy and operational efficiency, highlighting the company's commitment to timely invoicing and smooth coordination, which delivered significant time savings on administrative tasks. Overall, clients found the pricing reasonable given the high level of service and commitment to efficiency, with no significant areas for improvement identified.
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Magnolia 313 Accounting Services

5.0 1 review

Undisclosed

$200 - $300 / hr

2 - 9

San Luis Obispo, CA

Services provided

100% Accounting

Magnolia 313 Accounting Services is a firm specializing in bookkeeping and tax preparation, praised for its meticulous attention to detail and effectiveness. One hundred percent of reviewers commend Carolyn's ability to streamline financial processes and provide valuable financial and tax guidance, resulting in significant time and cost savings for clients.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Bookkeeping & Tax Preparation for Analytics Company
5.0 — Magnolia 313 Accounting Services provides bookkeeping and tax preparation services using QuickBooks. This involves reconciling business transactions each month and consulting on payroll Read more
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Industry Experience

Magnolia 313 Accounting Services has received positive industry feedback primarily in the Information Technology sector. Clients commend the firm for its expertise in bookkeeping, tax preparation, and financial guidance, particularly in utilizing QuickBooks. The overall sentiment highlights strengths in organization, responsiveness, and a proactive approach, resulting in significant cost savings and efficiency improvements. Potential clients in the IT industry can expect reliable accounting services tailored to their specific needs.
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Information technology

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised Magnolia 313 Accounting Services for their exceptional value and cost-effectiveness. One client noted significant savings, stating that Carolyn identified errors that saved them tens of thousands of dollars. Additionally, clients appreciate the efficiency gained, with one remarking that tax preparation time was drastically reduced from weeks to mere signatures. Overall, the sentiment reflects a strong belief that the services provided exceed their costs, making them a worthwhile investment.
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Finvisor

4.8 2 reviews

$1,000+

$100 - $149 / hr

50 - 249

San Francisco, CA

Services provided

40% Accounting

25% Fractional CFO Services

15% HR Consulting +2 services

10% Benefits Administration

10% Compliance Consulting

Finvisor is an accounting services company specializing in fractional CFO roles, financial advisory, and comprehensive financial reporting. The company has received overwhelmingly positive feedback, with 100% of reviewers praising their professional reporting, responsive communication, and valuable financial insights. Clients highlight their flawless financial reporting, adaptability, and the ability to deliver a robust finance department experience without high costs.

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1 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Fractional CFO Services for Flexible Workspace Platform
4.5 — Finvisor serves as a fractional CFO for a flexible workspace platform. The team manages the client's financial responsibilities, including accounting, forecasting, budgeting, and investor Read more
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Industry Experience

Finvisor has demonstrated expertise across various sectors, notably in health, wellness, and flexible workspace platforms. Clients highlight their strengths in financial reporting, modeling, and advisory services, noting timely delivery and responsiveness. Overall sentiment is highly positive, emphasizing professionalism and strong alignment with company values, making them an ideal partner for businesses seeking reliable financial management and strategic guidance.
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Other industries

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Finvisor's competitive pricing and excellent value for money. One CEO noted that Finvisor's pricing fit their budget while providing a great culture fit and good value. Another client emphasized that Finvisor delivered professional financial services without the high costs typically associated with a full finance department, allowing for effective financial management throughout critical phases of their business.
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EZ Buzz Solutions Pvt. Ltd.

5.0 1 review

Undisclosed

< $25 / hr

50 - 249

Tracy, CA

Services provided

100% Accounting

EZ Buzz Solutions Pvt. Ltd. is a reputable firm specializing in bookkeeping and comprehensive accounting services, including financial reporting and tax preparation. Reviewers consistently highlight the company's efficiency and expertise, with a noted 95% client retention rate and a significant 15% improvement in cash flow management. Clients commend their personalized financial solutions and secure data management, though some suggest they could enhance long-term financial strategy advisory.

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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

Bookkeeping Support for Accounting & Consultancy Firm
5.0 — EZ Buzz Solutions Pvt. Ltd. provided bookkeeping support for an accounting and consultancy firm. The team implemented a financial dashboard, tracked monthly cash flow, managed expenses, and provided Read more
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Industry Experience

EZ Buzz Solutions Pvt. Ltd. has demonstrated strong expertise in the Business Services sector, particularly in financial management and bookkeeping. Clients have praised their personalized approach, timely project delivery, and effective solutions that led to improved cash flow management and operational efficiency. Overall sentiment in this sector is highly positive, reflecting the provider's strengths in enhancing financial transparency and reducing errors. Their success in implementing customized financial dashboards positions them well for similar projects in consultancy and accounting services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that EZ Buzz Solutions Pvt. Ltd. offers good value for cost, particularly highlighting their ability to streamline bookkeeping processes effectively. One client noted a 15% improvement in cash flow management and significant cost savings due to EzBuzz's detailed expense tracking and analysis. Overall sentiment reflects satisfaction with the company's pricing relative to the quality of service, although some clients suggested the need for more proactive financial strategy insights.
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Teamswell

4.8 3 reviews

$1,000+

< $25 / hr

10 - 49

Truckee, CA

Services provided

10% Accounting

30% PEO/Employee Leasing

30% Recruiting +3 services

10% Executive Search

10% Finance & Accounting Outsourcing (FAO)

10% IT Staff Augmentation

Teamswell is a staffing and recruitment company known for providing high-quality development and talent acquisition solutions. They excel in integrating skilled developers into client teams, enhancing both project efficiency and product quality. The reviews show consistent satisfaction, with 100% of clients highlighting their responsiveness and cultural alignment, and 66% noting rapid candidate sourcing.

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Reviews mention Proactive
Clients consistently praised Teamswell for their proactive approach to project management. They highlighted the team's responsiveness and ownership of tasks, noting that Teamswell's account team was quick to address concerns and facilitate communication. For instance, one client mentioned, 'They’re proactive about raising blockers and checking in on progress,' while another emphasized their ability to maintain focus on their business due to Teamswell's seamless integration and support. Overall, the sentiment surrounding Teamswell's proactivity is highly positive.

Dev Staff Augmentation & Recruiting for Creative Agency

5.0 Apr 20, 2025

When issues arose or when we needed to have a tough conversation, the Teamswell account team was always there—super responsive and proactive in addressing any concerns. They were quick to jump in when needed, but otherwise, we were able to focus on the work at hand without distraction. We had a dedicated point of contact, and senior leadership was easily accessible whenever we needed them.
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Development Staff Augmentation for Software Company

5.0 Jul 3, 2025

The contractors we've worked with through TeamsWell have been dependable and consistent with their project management. They deliver on time, communicate clearly, and respond quickly when our priorities shift. They’re proactive about raising blockers and checking in on progress, and they take real ownership of their work. They operate seamlessly with our internal team and have become an integral part of our R&D function. It’s been easy to keep things moving forward with them on board.
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Industry Experience

Teamswell exhibits strong expertise in the Software, Design, and Manufacturing industries. In Software, they excel at modernizing ERP systems and improving user experience, receiving positive feedback for timely delivery and proactive communication. In Design, they successfully integrated talented developers, enhancing web project efficiency and quality. In Manufacturing, they quickly sourced qualified candidates, demonstrating effective recruitment processes. Overall, Teamswell is regarded positively across all sectors, with clients highlighting their collaborative culture and project management strengths.
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Software Design Manufacturing

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients consistently praise Teamswell for their competitive pricing and overall value for money. One client highlighted that Teamswell's pricing fit their budget and offered 'good value for cost.' Another noted the efficiency of their hiring process, underscoring a 'cost-effective hiring solution.' Overall, the sentiment reflects satisfaction with the balance between cost and quality, indicating that clients feel they receive significant value relative to their investment.
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New York City, New York (1) San Francisco, California (1) Denver, Colorado (1)

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Sage Finance

5.0 2 reviews

Undisclosed

$50 - $99 / hr

50 - 249

San Francisco, CA

Services provided

30% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +1 service

20% Financial Consulting

Sage Finance is an accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and payroll management. They received positive feedback for their efficient and accurate financial operations, with 100% of reviewers praising their timely tax compliance and financial insights. Clients appreciate their exceptional support, seamless communication, and ability to optimize tax strategies, enabling businesses to focus on growth.

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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 & Tax Prep for Smart Emergency Support Co
5.0 — Sage Finance provided accounting services for a smart emergency support company. The team provided bookkeeping, financial reporting, tax preparation, compliance, and accounting support. Read more
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Industry Experience

Sage Finance has received positive feedback primarily from the IT Services industry, particularly focusing on digital marketing and IT support for restaurants and SMBs. Clients praised their expertise in accounting, tax preparation, and payroll processing, noting improved financial accuracy and timely compliance. Their strengths lie in delivering efficient financial operations, proactive communication, and valuable insights. Overall, the sentiment is highly favorable, making them a strong fit for companies seeking reliable financial services in the IT and digital marketing sectors.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients have noted that Sage Finance offers competitive pricing, making their services budget-friendly. One client specifically mentioned that the pricing fit their budget, which contributed to their decision to hire the company. Overall, the sentiment is positive, with clients appreciating the value for money in terms of comprehensive accounting services and proactive support, resulting in improved financial accuracy and timely compliance.
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The Muller Company

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Irvine, CA

Services provided

20% Accounting

50% Commercial Brokerage Services

30% Architectural Design

The Muller Company is a branding and marketing firm renowned for its expertise in refining brand messaging and website content. The company's reviews reflect a 100% positive sentiment, highlighting their exceptional attention to detail and commitment to timely delivery. A consistent theme is their ability to enhance brand professionalism, leading to increased customer engagement and inquiries.

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Industry Experience

The Muller Company has received positive feedback primarily from clients in the financial services sector. They are praised for their expertise in rebranding and website content development, with clients noting significant improvements in customer engagement and professional appearance. Their strengths include attentive project management, clear communication, and a strong alignment with client values. This indicates a strong fit for clients in financial services looking for impactful branding and marketing solutions.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with The Muller Company's cost-effectiveness and value for money. One review highlighted a significant improvement in brand presentation and customer engagement, indicating that the investment led to tangible results. The company's commitment to delivering projects on time and their attentiveness to client needs were also praised, reinforcing the perception that clients received excellent value for their expenditure. Overall, the sentiment reflects a strong alignment of service quality with pricing.
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ALTIUSCPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Sacramento, CA

Services provided

75% Accounting

25% Business Consulting

ALTIUSCPA is an accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. Reviewers commend their efficiency, communication, and cost-effectiveness, noting significant time savings and expense reductions. With 100% positive feedback, the company demonstrates strong project management and a client-focused approach.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Online Cremation Services Company
5.0 — An online cremation services company hired ALTIUSCPA to provide accounting services. They handle the client's bookkeeping, tax reports, profit and loss statements, and payroll needs. Read more
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Industry Experience

ALTIUSCPA has demonstrated expertise in the 'Other Industry,' specifically providing accounting services for online cremation services. Clients commend their efficiency, communication skills, and cost-effective solutions, leading to significant time savings and improved internal processes. Overall, feedback suggests a strong fit for businesses seeking reliable accounting support, with an emphasis on client engagement and satisfaction.
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Other Industry

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Client feedback highlights ALTIUSCPA's competitive pricing and exceptional value for money. One client noted they spent less than $10,000 while benefiting from substantial time savings and cost reductions. The firm's efficiency and effective communication were particularly praised, with clients appreciating their willingness to engage without upfront payments until trust was established. Overall, sentiment reflects strong satisfaction with the cost-effectiveness of the services provided.
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Barsa & Company, CPAs

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Diego, CA

Services provided

100% Accounting

Barsa & Company, CPAs is a professional firm specializing in bookkeeping, tax preparation, and financial consulting services. They are highly praised for their organized and accurate financial reporting, with 100% positive feedback on their responsiveness and attention to detail. Clients commend the firm's owner for providing insightful tax advice and comprehensive financial assessments.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep, Bookkeeping, Consulting for Digital Agency
5.0 — A digital agency hired Barsa & Company, CPAs to take over their books, which were in disarray. Since then, they've managed bookkeeping, accounting, tax preparation, and financial consulting. Read more
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Industry Experience

Barsa & Company, CPAs has received positive feedback primarily from clients in the IT Services sector, where they provided accounting, bookkeeping, tax preparation, and financial consulting services. Clients highlighted their expertise in organizing complex financial situations, delivering detailed monthly reports, and offering valuable tax advice. Overall sentiment within the IT Services industry is highly favorable, emphasizing Barsa & Company's strong communication, responsiveness, and accuracy, making them a reliable choice for businesses seeking financial management.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Barsa & Company, CPAs demonstrates strong value for money, as highlighted by a client who invested over $100,000 since 2012. They effectively organized the client's disorganized books and provided detailed monthly reports, showcasing their commitment to accuracy and responsiveness. Clients appreciate the owner's helpfulness, particularly in tax advice, indicating that the overall cost aligns well with the quality of service received.
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E.G. SANCHEZ & ASSOCIATES, CPAS, APC

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Murrieta, CA

Services provided

75% Accounting

25% Business Consulting

E.G. SANCHEZ & ASSOCIATES, CPAS, APC is a comprehensive accounting services firm specializing in tax preparation, financial planning, and bookkeeping. The company is praised for its exceptional attention to detail and professional project management, with 100% positive feedback from reviewers. Their strategic financial advisory services are highly recommended for businesses experiencing rapid growth.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

B2C Tax Preparation & Financial Planning for Business Dev VP
5.0 — E.G. SANCHEZ & ASSOCIATES, CPAS, APC is providing accounting services to a business development VP. They prepare the client's taxes, and they provide financial planning services. Read more
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Industry Experience

E.G. SANCHEZ & ASSOCIATES, CPAS, APC has received positive feedback particularly from the business services industry. Clients commend their expertise in tax preparation and financial planning, noting significant reductions in personal tax burdens. Their strengths lie in attention to detail, effective project management, and strategic advice for growing businesses. Overall sentiment is highly favorable, indicating they are well-suited for clients in evolving business environments seeking comprehensive financial services.
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Business services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express high satisfaction with E.G. SANCHEZ & ASSOCIATES, CPAS, APC regarding their cost and value for money. One client noted a significant reduction in taxes after investing over $2,000, highlighting the firm's effectiveness. The overall sentiment reflects that the services provided are seen as top-notch, with one reviewer stating they consistently refer the firm to others, reinforcing the belief in its value relative to cost.
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EBC TAXES

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

EBC TAXES is a proficient accounting services provider specializing in bookkeeping, financial reporting, and tax preparation. With 100% positive feedback, clients commend their professionalism, responsiveness, and exceptional customer service. They manage comprehensive accounting tasks seamlessly, ensuring smooth operations since 2018, and are highly recommended by their clients for their reliable and timely service delivery.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Polyester Enclosure Manufacturer
5.0 — A manufacturer of polyester enclosures hired EBC TAXES for their accounting and bookkeeping services. The team audits purchases, invoices, taxes, and bills weekly using the client’s accounting Read more
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Industry Experience

EBC TAXES has garnered positive feedback primarily from the manufacturing industry, where they provide comprehensive accounting and bookkeeping services. Clients highlight their professionalism, responsiveness, and exceptional customer service. The ongoing partnership indicates a high level of satisfaction and reliability. Overall, EBC TAXES is well-suited for businesses in the manufacturing sector seeking efficient and expert financial management.
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Manufacturing

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Average Project Cost Breakdown

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

What Clients Have Said
EBC TAXES is perceived as providing excellent value for money, with clients noting their services at a competitive rate of approximately $500 per month for comprehensive accounting and bookkeeping. The general manager of a client company praised their professionalism and responsiveness, stating there have been no challenges since the partnership began in 2018. Overall sentiment reflects strong satisfaction, with the client recommending EBC TAXES as a reliable service provider.
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Wertz & Company, LLP

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

100% Accounting

Wertz & Company, LLP is an accounting services firm providing comprehensive bookkeeping, tax preparation, and financial advisory services. Reviews highlight their efficiency, saving clients 30-40 hours monthly, and their proactive tax management. While 100% of feedback is positive, clients suggest clearer communication in layman's terms. They excel as strategic business partners beyond core financial services.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Tax Services for Digital Agency
5.0 — Wertz & Company provided full-service accounting solutions for the client, including bookkeeping and tax planning. The team also acted as a consultant for the client, advising them on financial Read more
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Industry Experience

Wertz & Company, LLP has demonstrated expertise primarily in the Advertising & Marketing industry, where they provide comprehensive financial management services, including bookkeeping and tax planning. Clients appreciate their strategic partnership approach, proactive communication, and ability to implement efficient systems that save time and costs. Overall, their strengths lie in financial advisory and operational efficiency, making them a suitable choice for businesses seeking holistic financial solutions within this sector.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Wertz & Company, LLP as providing good value for money. One client noted an annual investment of approximately $15,000, highlighting significant time savings of 30-40 hours per month due to the firm's efficiency and automation tools. Their clear and understandable proposals were also appreciated. However, some feedback suggested that simplifying technical jargon could enhance client understanding. Overall, the sentiment reflects a strong value proposition with effective service delivery.
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David L. Moonie & Co., LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Eureka, CA

Services provided

100% Accounting

David L. Moonie & Co., LLP is an accounting firm specializing in tax preparation, bookkeeping consultation, and financial advisory for businesses, particularly excelling in handling complex regulations for cannabis companies. The reviews highlight their responsiveness and expertise, with 100% of clients appreciating their ability to explain intricate tax regulations clearly and offer multiple solutions when challenges arise.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Tax Prep Accounting for Medical Cannabis Manufacturer
5.0 — David L. Moonie & Co., LLP provided end of year tax preparation and filing services to the client. Along the way, they advised the client on best practices for bookkeeping and Read more
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Industry Experience

David L. Moonie & Co., LLP has demonstrated strong expertise in the Legal Cannabis industry, providing valuable assistance with tax filing and compliance in a complex regulatory environment. Feedback highlights their responsiveness, clarity in communication, and thorough understanding of cannabis-specific deductions. Clients appreciate their ongoing support, which has positively impacted business operations. Overall sentiment is highly favorable, indicating that cannabis businesses seeking financial guidance would find a reliable partner in this firm.
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Legal Cannabis

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of David L. Moonie & Co., LLP have expressed high satisfaction with the firm's cost-effectiveness, citing a yearly investment of approximately $800 for comprehensive tax filing assistance. One client highlighted the value derived from their expertise in navigating complex cannabis regulations, stating that the firm's responsiveness and clarity in communication significantly enhanced their experience. Overall, the sentiment indicates that clients perceive strong value for money, with no reported areas for improvement.
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Gumbiner Savett

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Santa Monica, CA

Services provided

100% Accounting

Launched in 1950, Gumbiner Savett is an Accounting company. Their team offers Accounting.
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Ryan-Boer Solutions Inc.

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Concord, CA

Services provided

80% Accounting

10% Business Consulting

10% HR Consulting

Ryan-Boer Solutions Inc. is a comprehensive accounting services firm offering bookkeeping, financial management, and business consulting. Clients commend their effective communication and problem-solving abilities, with 100% positive feedback on streamlining complex financial processes. Their ability to manage diverse business needs and maintain efficient operations is highly appreciated, though occasional challenges arise due to client complexities.

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0 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting & Bookkeeping for Music Services & Resources Firm
4.5 — Ryan-Boer Solutions Inc. provides accounting services for an entertainment company. Their work includes bookkeeping work for 3-4 different segments of the company. Read more
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Industry Experience

Ryan-Boer Solutions Inc. has demonstrated expertise primarily in the Arts, Entertainment & Music industry, where they have provided comprehensive accounting, bookkeeping, and business consulting services since 2013. Clients commend their ability to simplify complex financial operations and facilitate effective communication within multi-faceted organizations. Overall sentiment reflects a strong satisfaction with their responsiveness and collaborative approach, making them a suitable choice for businesses seeking financial management in creative sectors.
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Arts, entertainment & music

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Ryan-Boer Solutions Inc. as providing good value for money, particularly due to their comprehensive accounting and consulting services. One client noted an investment of approximately $10,000 per month, highlighting the effectiveness of their support in managing a complex business structure. The sentiment reflects satisfaction with their communication and ability to simplify financial processes, although some complexity in project management was acknowledged. Overall, clients recommend clear communication to maximize the partnership's value.
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Flexport

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

San Francisco, CA

Services provided

50% Insurance Services & Brokers

30% Logistics & Supply Chain Consulting

20% Ocean Freight

Flexport is a logistics and supply chain company specializing in US customs brokerage and international forwarding services. Reviewers highlight Flexport's advanced use of AI and machine learning, leading to 20%-30% cost savings for clients. Their intuitive portal offers high shipment visibility and facilitates collaborative processes, although some users note limited direct human interaction. Overall, Flexport has received predominantly positive feedback for their efficiency and innovative systems.

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Industry Experience

Flexport has demonstrated expertise in the manufacturing sector, particularly in logistics and customs brokerage. Clients highlight their use of AI and machine learning for efficiency, resulting in significant cost savings and enhanced shipment visibility. The positive feedback emphasizes their project management capabilities and innovative portal for collaboration. Overall sentiment in manufacturing is highly favorable, indicating Flexport's suitability for companies needing robust logistics solutions.
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Manufacturing

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Average Project Cost Breakdown

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

What Clients Have Said
Flexport has received positive feedback regarding their overall cost and value for money. Clients have reported savings of 20%–30% in customs-related costs due to Flexport's efficient use of AI and machine learning, which minimizes manual data entry. The investment range of $250,000–$500,000 has been deemed worthwhile, with clients appreciating the high visibility and collaborative tools offered through Flexport's portal. Overall, the sentiment indicates that Flexport provides significant value relative to their pricing.
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Fullsteam - Insurance Brokerage

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

100% Insurance Services & Brokers

Fullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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Armanino

1.5 1 review

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Services provided

100% Accounting

Armanino offers a range of services including Audit Services, Financial Reporting, and Tax Preparation. The overall feedback suggests that while Armanino's pricing was budget-friendly, their billing transparency was a concern due to undisclosed fees. Clients appreciated their timely delivery but noted the need for improved transparency in billing practices.

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Squar Milner

1.0 1 review

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Services provided

100% Accounting

Squar Milner is a firm specializing in Accounting Services, including CPA, Financial Reporting, Tax Preparation, and Business Auditing. While they demonstrate expertise in international transactions and complex tax preparation, feedback indicates significant dissatisfaction, with 100% of reviewers expressing concerns over billing transparency and incomplete services. Squar Milner's understanding of international transactions was noted positively, but other aspects were problematic for clients.

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Industry Experience

Squar Milner has experience primarily in the legal and corporate sectors, particularly with international tax matters. Feedback indicates strengths in understanding complex international transactions and providing tax advice. However, their performance has faced criticism for unclear billing practices, missed deadlines, and incomplete work, leading to negative impacts on clients' finances. Overall, the sentiment in the legal industry leans towards caution, suggesting potential clients emphasize clear communication and detailed engagement agreements.
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Legal

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed significant concerns regarding Squar Milner's pricing and value for money. One client reported spending nearly $500,000 but received vague billing statements and felt that charges were made for incomplete work. They emphasized the need for detailed engagement letters to clarify costs. Overall, the sentiment reflects dissatisfaction with the perceived lack of transparency and the high costs compared to the quality of service delivered.
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Aldrich

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Carlsbad, CA

Services provided

60% Accounting

40% Business Consulting

Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting.
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Carlsbad, CA

5946 Priestly Drive
Carlsbad, CA 92008
76 - 100

7604318440

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RightRev

Not yet reviewed

$25,000+

Undisclosed

50 - 249

Santa Clara, CA

Services provided

100% Accounting

Accounting company RightRev is in Santa Clara, California. Their services include Accounting.
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Cosentus

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

50% Accounting

50% Business Consulting

Cosentus, a Business Consulting and Accounting company, is in Irvine, California. They focus on Business Consulting and Accounting.
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