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Home Financial Services United States California

Top Financial Services Firms in California

Ratings Updated: April 18, 2026
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15 Leaders 15 Contenders

4,167 Companies

Country: United States
State: California

List of the Top California Financial Services Companies

  • Featured

    What are Featured Providers?

    CSTMR Logotype

    CSTMR

    4.9 7 reviews
    Premier 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 specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

    See all 7 projects

    Reviews mention Great project management

    Clients consistently commend CSTMR for their exemplary project management skills. One review highlighted the ease of tracking ongoing projects and next steps, emphasizing the effectiveness of CSTMR's workflow. The client's satisfaction with the well-organized advertising campaigns and the overall progress achieved since onboarding further reinforces the positive sentiment. Overall, CSTMR is recognized for their skilled team and ability to deliver results efficiently.
    • Website & CRM for Public Risk Pool
      5.0 Apr 24, 2019

      They’ve executed very well. We have regular communication and weekly Zoom meetings to coordinate, answer questions, and get updates. Basecamp allows us to share documents and monitor daily tasks.

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    • Digital & Content Marketing for Money Transfer Platform
      5.0 Jan 20, 2021

      CSTMR has a talented team of individuals that are highly skilled in their areas of expertise. Their project management is on point! They make it easy for us as a client to keep a track of all the ongoing projects and next steps.

      Read Full Review
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    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent client feedback highlights CSTMR's expertise in branding, design, and content development, particularly for startups in the fintech sector. One client noted a significant increase in website traffic and customer acquisition following a comprehensive rebranding project. The team demonstrated strong project management skills, maintaining effective communication and timely delivery. Overall, clients express high satisfaction with CSTMR's professionalism and depth of knowledge, with no major areas for improvement identified.
    Read 1 Recent Review

    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.
    Get in Touch

    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 Logotype

    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.

    See all 2 projects
    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
    Read 1 Review

    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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    Select Industry to see insights

    Hospitality & leisure

    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 Logotype

    5.0 18 reviews
    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 bookkeeping, tax preparation, financial reporting, and CFO support. Based on the reviews, 100% of clients express satisfaction with their responsiveness and professionalism, with frequent mentions of their effective communication and tailored financial solutions. Clients commend indinero for streamlining processes and delivering timely results, with 0% reporting any need for significant improvement.

    See all 18 projects

    Reviews mention Helpful

    Clients consistently highlight the helpfulness of indinero's team, noting their ability to listen and address specific needs effectively. One client remarked, 'They listen to you and help solve your problems,' while another emphasized their 'very helpful' demeanor throughout the engagement. The overall sentiment reflects a strong appreciation for their professionalism, accuracy, and responsiveness, with no significant areas for improvement identified by clients.
    • Accounting for SaaS Company
      5.0 Aug 16, 2022

      The onboarding process was well-organized. Our account manager and senior accountant is easy to reach and provides frequent updates. Because of the time difference we use email for communication. Their accuracy impressed me in the onboarding process and they keep this mentality in every task. They are professional and experienced in accounting and taxation. The team is very helpful.

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    • Bookkeeping & Tax Services for HealthTech Firm
      5.0 Oct 28, 2025

      They listen to you and help solve your problems.

      Read Full Review
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    Industry Experience

    Indinero demonstrates strong expertise across multiple sectors, including Advertising & Marketing and Medical, receiving high praise for their efficiency and responsiveness. Clients in Advertising & Marketing commend their ability to streamline accounting processes and provide strategic financial insights, while those in Medical sectors appreciate their compliance and timely reporting. Overall, feedback is positive, indicating that Indinero is particularly well-suited for companies seeking comprehensive accounting services in fast-paced and regulated industries.

    Read All Reviews

    Select Industry to see insights

    Nonprofit Medical Consulting Agriculture Consumer Products Sports Advertising & marketing Other industries Software

    Average Project Cost Breakdown

    $10,000 to $49,000 (9) $50,000 to $199,999 (4) $1,000,000 to $9,999,999 (1)

    What Clients Have Said

    Clients consistently praise inDinero for offering excellent value for money, with several reviews highlighting that their pricing fits within budget and reflects good quality service. One client noted, "Good value for cost," while another emphasized their flexible pricing structure. Overall sentiment indicates that clients feel they receive comprehensive accounting services that exceed expectations, contributing to improved financial management and operational efficiency.
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    View projects from:

    New York City, New York (2) Cincinnati, Ohio (2) Austin, Texas (2) Chicago, Illinois (1) Indianapolis, Indiana (1) Manhattan, New York (1) Wilmington, Delaware (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 Logotype

    4.9 10 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 comprehensive accounting services firm offering bookkeeping, financial reporting, tax filing, financial statement preparation, and business auditing. Across multiple reviews, clients commend Ravix Group for their expertise, timely delivery, and flexibility, with 100% positive feedback highlighting their knowledgeable and responsive team. They are particularly praised for their excellent customer service and ability to adapt to client needs.

    See all 10 projects
    6 of 8 reviews are 5 stars
    7 new reviews for Accounting services
    $50,000 – $199,999 avg. project cost

    Reviewed 8 times in the past 6 months

    Recent reviews of Ravix Group highlight a strong overall sentiment, with clients praising their timely delivery, flexibility, and expertise in accounting and HR services. Notable feedback includes a managing partner from Blueprint Equity commending their efficient back office setup and compliance improvements. Additionally, the COO of Credence MedSystems emphasized Ravix's adaptability to changing support needs. Clients consistently note high-quality work and effective communication, with no significant areas for improvement identified.
    Read 8 Recent Reviews
    7 of 9 Accounting reviews are 5 stars
    9 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
    Read 9 Reviews

    More responsive than most other service providers

    Ravix Group is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    Oklahoma City, Oklahoma (1) Milwaukee, Wisconsin (1) Livermore, California (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)
    View Profile Visit Website
  • CFO Hub Logotype

    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.

    See all 5 projects

    Reviews mention Timely

    Clients consistently praised CFO Hub for their timely delivery of services and responsiveness to needs. One client noted that CFO Hub completed all tasks within the allotted timeframe, while another highlighted their swift response to urgent issues, enabling the organization to meet previously unreachable deadlines. Overall, the sentiment regarding timeliness is overwhelmingly positive, with no areas for improvement identified in this regard.
    • Accounting Services for Microsoft ERP Solutions Company
      5.0 Nov 20, 2024

      Our resource from CFO Hub has been very responsive and proactive in getting her work done within the parameters that we requested. The work is always accurate and done in a timely manner.

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    • Fractional CFO for Nonprofit Organization
      4.5 Nov 26, 2024

      The CFO Hub team has been very responsive and has completed all work and tasks in the allotted timeframe.

      Read Full Review
    • Fractional CFO Services & Support for Youth Services Org
      5.0 Oct 15, 2025

      Meet the deadlines for the lender and funders. This includes timely and accurate reporting, monthly bank reconciliation, and consistent invoicing to support cash flow and timely payment to vendors. 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.

      Read Full Review
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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
    Read 5 Reviews

    More responsive than most other service providers

    CFO Hub is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    View projects from:

    San Diego, California (3) Los Angeles, California (1) Tillson, New York (1)
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  • George Dimov, CPA Logotype

    4.8 31 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 services firm specializing in tax preparation, bookkeeping, payroll, and financial advisory. Reviews highlight an impressive 100% positive feedback for their professionalism, responsiveness, and timely delivery. Notably, 88% of reviewers commend their ability to address complex financial situations and provide tailored recommendations, showcasing their expertise in financial reporting and tax filing.

    See all 31 projects
    3 of 3 reviews are 5 stars
    3 new reviews for Accounting services
    $10,000 – $49,000 avg. project cost

    Reviewed 3 times in the past 6 months

    In recent reviews, clients have praised George Dimov, CPA for their professionalism, responsiveness, and attention to detail. One finance director noted the team's thorough audit process and actionable recommendations, while an executive from Language Bear commended their efficient day-to-day accounting and tax services. Overall sentiment is highly positive, with clients expressing a strong likelihood of continued collaboration. However, some suggested improvements in automated reminders for deadlines and communication efficiency.
    Read 3 Recent Reviews

    Industry Experience

    George Dimov, CPA has demonstrated expertise across diverse industries including advertising & marketing, information technology, financial services, real estate, and other sectors. Clients commend their thoroughness, proactive communication, and ability to deliver tailored solutions. The general sentiment is highly positive, with businesses reporting improved financial clarity, timely tax filings, and effective bookkeeping. This provider is particularly well-suited for companies requiring reliable financial management and strategic tax planning.

    Read All Reviews

    Select Industry to see insights

    Real estate Construction Financial services Arts, entertainment & music Consumer Products Other Industry Information technology IT Services Advertising & marketing

    More responsive than most other service providers

    George Dimov, CPA is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch

    San Francisco, CA

    555 4th Street
    San Francisco, CA 94107

    1

    866-699-4951

    See All Locations (12)
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  • Pacific Accounting & Business Services Logotype

    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 specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.

    See all 10 projects

    Reviews mention Detail-oriented

    Clients have consistently praised Pacific Accounting & Business Services for their detail-oriented approach. One client highlighted their 'attention to detail' and noted their capability to adapt to evolving requirements. Additionally, the company's efficiency in delivering projects on time and responsiveness to client needs further underscores their commitment to meticulousness. Overall, sentiment towards their detail-oriented nature is highly positive, indicating a strong alignment with client expectations.
    • Accounting & Bookkeeping Services for Nonprofit
      5.0 Sep 5, 2025

      The company's efficiency and kindness were noteworthy, but what stood out was their attention to detail. They consistently demonstrated an ability to pivot and adapt to our ever-changing needs. This capability ensured that they could meet our requirements effectively and maintain a high level of service.

      Read Full Review
    Read All Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    Nonprofit Financial services Automotive Retail Business services

    View projects from:

    Boynton Beach, Florida (1) Bakersfield, California (1) Boise, Idaho (1) Kahului, Hawaii (1) Honolulu, Hawaii (1) Anchorage, Alaska (1) Enoch, Utah (1)

    This provider is fluent in 1 language:

    • English

    This provider is available in 5 time zones:

    • India Standard Time (IST)
    • Hawaii Standard Time (HST)
    • Central Standard Time (CST)
    • Pacific Standard Time (PST)
    • Mountain Standard Time (MST)

    Irvine, CA

    300 Spectrum Center Drive
    Irvine, CA 92618

    10 - 15

    (888) 837-3714

    See All Locations (3)
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  • Basis 365 Accounting Logotype

    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.

    See all 17 projects
    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
    Read 17 Reviews

    Industry Experience

    Basis 365 Accounting has demonstrated expertise primarily in the Retail industry, particularly e-commerce, where they excel in managing complex bookkeeping and integrating accounting software. Clients in this sector commend their proactive support and deep understanding of inventory management. Additionally, they have worked with companies across diverse sectors, including manufacturing, life sciences, and digital marketing, receiving positive feedback for their tailored solutions and efficient processes. Overall, clients express high satisfaction with their professionalism, responsiveness, and the significant improvements in operational efficiency.

    Read All Reviews

    Select Industry to see insights

    Consumer Products Other Industry Human Resources IT Services Design Advertising & marketing Consulting Other industries Retail

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients generally express satisfaction with Basis 365 Accounting's pricing and value. For instance, a client noted spending under $10,000 for comprehensive services, highlighting their clear pricing structure and flexibility. Another mentioned a monthly fee of $600, appreciating the cost-effectiveness compared to hiring in-house staff. While some reviews indicated that costs could be perceived as high, the overall sentiment is that the quality of service and the proactive support provided justify the investment, enhancing operational efficiency and financial clarity.
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    $1,500 streamlined, cloud-based accounting department $2,500 budget tracking to achieve your goals $3,500 performance metrics with actionable insights

    Outsourced Accounting & Bookkeeping Plans

    Our fixed-price plans are customized to fit what you need. The base plans are summarized below. Pricing varies based on the services required. Visit "how we price" on our website: https://www.basis365.com/cost-to-outsource-accounting-and-bookkeeping.
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  • Dark Horse CPAs Logotype

    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.

    Read more
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  • Pilot Logotype

    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.

    See all 10 projects
    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
    Read 9 Reviews

    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.

    Read All Reviews

    Select Industry to see insights

    Software IT Services Advertising & marketing Healthcare Medical

    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. Logotype

    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.

    See all 2 projects
    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
    Read 1 Review

    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.

    Read All Reviews

    Select Industry to see insights

    Hospitality & leisure

    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. Logotype

    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.

    See all 3 projects

    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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    Select Industry to see insights

    Financial services

    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

    See All Locations (3)
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  • Sensiba LLP Logotype

    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 an accounting services firm known for its expertise in audit services, particularly SOC2 and ISO27001. The reviews highlight their professionalism and thoroughness, with 100% positive feedback emphasizing their detail-oriented approach and seamless project execution. Their commitment to high standards in financial reporting and business auditing is consistently praised.

    See all 10 projects
    1 of 1 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    $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
    Read 1 Review

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients consistently emphasize Sensiba LLP's excellent value for money, highlighting their competitive pricing and high-quality service. For instance, one client noted, 'Pricing fit our budget' and 'Good value for cost,' while another remarked on their 'great culture fit' and 'professional communication.' Overall, the sentiment is overwhelmingly positive, with no significant complaints regarding cost, suggesting that clients feel they receive substantial value relative to their investment.
    Read All Reviews

    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.
    Get in Touch

    View projects from:

    United States (6) Canada (1) Germany (1) South Korea (1)
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  • SmartBean® Bookkeeping Logotype

    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.

    See all 11 projects

    Reviews mention Communicative

    Clients consistently praised SmartBean® Bookkeeping for their exceptional communication skills. One client highlighted the ease of interaction, noting that Lisa was always available to address questions and concerns. Another emphasized the team's transparency, stating they provided clear proposals and maintained open lines of communication throughout the engagement. Overall, the sentiment regarding their communicative approach is overwhelmingly positive, with clients appreciating the prompt responses and proactive updates that foster a trusting relationship.
    • Bookkeeping for Interior Decorating Co.
      5.0 Oct 19, 2020

      There were no hidden fees, and their communication style is excellent. I now have full access to my books. They’re daily updating my books if needed. I can call Lisa anytime, and she always gets back to me. It’s nice to have the peace of mind that we’re not getting ripped off anymore.

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    • Accounting & Bookkeeping for Junk Hauling Company
      5.0 Oct 19, 2020

      The onboarding process was very easy. Our onboarding specialist, Kim, was always available for anything. Kim responded to emails immediately. She not only provided the completed reports, but also set up a video call to go over each item together to be sure I understood all of their hard work.

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    • Bookkeeping & Accounting for Staffing Company
      5.0 Oct 16, 2020

      The communication with the team is great. They really try to understand the company.

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    • Bookkeeping for Managed Service Provider
      5.0 Aug 3, 2020

      Smart Bean calls me right back. They’re very friendly, they’re easy to work with, and they fix any issues that might arise immediately. They’ve performed very well as far as communicating and meeting deadlines. We keep in touch over emails and phone conversations.

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    • Bookkeeping Services for Personal Injury Law Firm
      5.0 Aug 3, 2020

      It is so easy to communicate with the Smart Bean team.

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    10 of 11 Accounting reviews are 5 stars
    Less than $10,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Bookkeeping for Interior Decorating Co.

    5.0 — After an unpleasant engagement with another accounting company, an interior decorating business hired Smart Bean, Inc. to perform their bookkeeping services.  Read more
    Read 11 Reviews

    Industry Experience

    SmartBean® Bookkeeping has demonstrated strong expertise in diverse industries, including Real Estate, Arts, IT Services, Legal, Healthcare, and Beauty & Cosmetics. Clients commend their transparent communication, responsiveness, and tailored bookkeeping services, resulting in improved financial clarity and efficiency. Overall sentiment is positive across all sectors, highlighting the provider's ability to support small businesses with reliable, affordable services while easing administrative burdens.

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    Select Industry to see insights

    Real estate Arts, entertainment & music Other Industry Advertising & marketing Hospitality & leisure IT Services Legal Healthcare Beauty & Cosmetics Design

    Average Project Cost Breakdown

    Less than $10,000 (10)

    What Clients Have Said

    Clients consistently praise SmartBean® Bookkeeping for their transparent pricing and value for money. One client highlighted their flat rate fee of $155 per month as a major incentive, especially when compared to previous services with unpredictable costs. Another noted that their monthly fees were lower than their past bookkeeper while receiving more efficient service. Overall, clients feel that SmartBean provides excellent service at a reasonable price, enhancing their peace of mind and business operations.
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  • TGG Accounting Logotype

    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

    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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  • MATAX Logotype

    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

    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. Logotype

    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
    Read 1 Review

    Industry Experience

    A Bigger Bottom Line, LLC has garnered positive feedback primarily in the construction and advertising industries. Clients highlight their expertise in integrating multiple software systems, enhancing operational efficiency, and transitioning businesses to cloud-based solutions. The overall sentiment reflects their commitment to innovation and client satisfaction, making them a strong candidate for businesses seeking to modernize their processes and achieve a streamlined, paperless environment.

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    Construction

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients report that A Bigger Bottom Line, LLC provides exceptional value for money, often exceeding expectations. One client noted that for approximately $1,900 USD per month, they received extensive support in integrating multiple software solutions, leading to significant operational improvements. The sentiment is overwhelmingly positive, with comments highlighting the company's innovative approach and the freedom it offers clients. Overall, clients feel they gain much more than they invest, reinforcing the company's commitment to delivering a 'bigger bottom line.'
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  • Bharmal & Associates, Inc. Logotype

    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 Knowledgeable

    Clients consistently describe Bharmal & Associates, Inc. as highly knowledgeable, particularly highlighting the team's expertise in accounting and tax advice. One client noted, 'They truly know their stuff,' and appreciated the strategic guidance provided annually to optimize financial decisions. The firm's communication and willingness to answer questions without charge further underscore their expertise. Overall, the sentiment reflects confidence in their capabilities, making them a reliable choice for accounting services.
    • Accounting for Acrobatics Gym
      5.0 Sep 14, 2020

      They truly know their stuff. Two or three times a year, someone sits down with me to plot the most beneficial areas for accounting and taxes for my business each year. I find that very helpful as I’m not a tax expert.

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    3 of 3 Accounting reviews are 5 stars
    $10,000 – $49,000 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Accounting for Acrobatics Gym

    5.0 — An acrobatic and parkour studio employs Bharmal & Associates, Inc. for their accounting services. The team does their basic accounting, and then assists with their corporate taxes each Read more
    Read 3 Reviews

    Industry Experience

    Bharmal & Associates, Inc. has demonstrated expertise primarily in the Healthcare and Construction industries. In Healthcare, clients praised their regulatory compliance knowledge and effective tax strategies, resulting in significant financial benefits. Construction clients valued their responsive communication and thorough bookkeeping services, citing improved financial clarity. Overall, the sentiment across both industries highlights their professionalism, attentiveness, and the impactful guidance they provide, making them a strong fit for clients in these sectors.

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    Healthcare Construction

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients of Bharmal & Associates, Inc. generally perceive their services as offering good value for money, despite some concerns regarding pricing. One client noted they spent between $6,000 and $8,000 annually but found the services instrumental in optimizing their tax situation, stating, "I made twice as much money and paid half as much in taxes." Another client mentioned, "They’re not the most affordable, but they do great work," reflecting a sentiment that quality justifies the cost.
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  • SFBay Financial Logotype

    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 Great project management

    Clients express strong satisfaction with SFBay Financial's project management, highlighting their proactive communication and support. One client noted, 'Whenever there is a problem, they always let me know well in advance,' reflecting their commitment to keeping clients informed. Another client praised the firm's management, stating, 'It's so awesome working with SFBay Financial.' Overall, the sentiment regarding project management is highly positive, with no suggested areas for improvement.
    • Accounting & Tax Services for Video Company
      5.0 Mar 17, 2020

      They’re great. Whenever there is a problem, they always let me know well in advance and keep me informed on important things. I like how their firm is managed. They give a lot of great support.

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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 Non-Profit Organization

    5.0 — A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm.  Read more
    Read 2 Reviews

    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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  • Westside Financial Logotype

    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.

    See all 1 projects
    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
    Read 1 Review

    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

    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 Logotype

    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 Reasonable pricing

    Clients have praised VargasAndrews for their reasonable pricing, noting that their rates are competitive compared to the market. One client specifically mentioned that they found VargasAndrews to be 'very reasonably priced' while receiving comprehensive support for their business transformation. This sentiment reflects an overall positive perception of the company's value proposition, as clients feel they receive substantial assistance and expertise without excessive costs.
    • Recruiting & Business Strategy for Automotive Battery Co.
      5.0 Jan 8, 2021

      VargasAndrews has given us a lot of value. They’re very reasonably priced compared to the market. What’s more, they’re very thorough. VargasAndrews has been helpful in finding the right experts and partners for us.

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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

    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 Logotype

    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
    Read 1 Review

    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

    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 Logotype

    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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    Select Industry to see insights

    Advertising & marketing

    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 Logotype

    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

    Average Project Cost Breakdown

    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 Logotype

    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
    Read 1 Review

    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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    Select Industry to see insights

    Automotive

    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 Logotype

    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 Easy to work with

    Clients consistently express that Rockwell Capital Group is exceptionally easy to work with, highlighting their quick responsiveness and strong communication. One client noted, "They're wonderful, grade-A project managers," while another stated, "They're very understanding and easy to work with," emphasizing their guidance throughout the process. Overall, the sentiment surrounding their ease of collaboration is overwhelmingly positive, with clients appreciating the personal relationships fostered in their professional interactions.
    • 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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    • Accounting for Document Scanning & Image Outsourcing Co
      5.0 Nov 4, 2019

      They're very understanding and easy to work with. I have a lot of questions, and I wasn't sure what I needed to do or provide at the start. They're good at what they do and guide us through the process.

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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
    Read 2 Reviews

    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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    Select Industry to see insights

    Financial services Business services

    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 Logotype

    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
    Read 1 Review

    Industry Experience

    HK Associates, Certified Public Accountants, demonstrates strong expertise in the retail industry, particularly in e-commerce tax challenges related to Amazon. Clients appreciate their clear communication, professionalism, and ability to rectify previous tax issues, resulting in positive financial outcomes. Their strengths lie in tax preparation and bookkeeping education. Overall, sentiment among retail clients is highly favorable, making them a commendable choice for businesses seeking reliable CPA services in this sector.

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    Retail

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients have expressed satisfaction with HK Associates' pricing and overall value. One review highlighted that the firm was the most transparent and friendly regarding pricing among several CPAs contacted. The client noted an investment of approximately $2,000, which resulted in successful tax filings and amendments that led to a refund. Overall sentiment indicates that clients find the services provided to be worth the cost, emphasizing effective communication and expertise.
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  • Tehrani & Velez, LLP Logotype

    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.

    See all 1 projects
    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
    Read 1 Review

    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

    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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  • KIN Logistic Solutions Logotype

    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
    Read 1 Review

    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

    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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  • BEAN COUNTER Logotype

    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

    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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  • Magnolia 313 Accounting Services Logotype

    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
    Read 1 Review

    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

    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 Logotype

    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 a financial services company specializing in accounting services, financial advisory, and fractional CFO roles. They received 100% positive feedback, with clients praising their expertise, professionalism, and impactful financial reporting. Around 50% of reviewers emphasized their responsiveness and ability to adapt, while approximately 30% highlighted their value and alignment with company values.

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    0 of 1 reviews is 5 stars
    1 new review for Accounting services
    $50,000 – $199,999 avg. project cost

    Reviewed 1 time in the past 6 months

    In the past six months, Finvisor has received positive feedback for their role as a fractional CFO, particularly noted for their responsive communication and ability to adapt to client needs. One client highlighted their seamless support during a critical acquisition phase, emphasizing the company's commitment to quality and client satisfaction. Overall, clients appreciate Finvisor's approachable team and effective management, noting the value they provide without the complexity of a full finance department.
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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

    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. Logotype

    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

    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 Logotype

    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 Timely

    Clients have expressed a highly positive sentiment regarding Teamswell's timeliness in project delivery. One client noted, 'getting qualified candidates come quickly,' reflecting their efficiency in candidate sourcing. Another emphasized that Teamswell's contractors are 'dependable and consistent' in project management, delivering on time and maintaining a steady pace of updates. Overall, feedback indicates that Teamswell effectively meets deadlines and responds promptly to client needs, contributing to a seamless collaboration.
    • 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.

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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

    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 Logotype

    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.

    See all 2 projects
    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
    Read 1 Review

    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

    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 Logotype

    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

    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 Logotype

    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
    Read 1 Review

    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

    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 Logotype

    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
    Read 1 Review

    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

    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 Logotype

    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
    Read 1 Review

    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

    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 Logotype

    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
    Read 1 Review

    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

    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 Logotype

    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
    Read 1 Review

    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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    Select Industry to see insights

    Advertising & marketing

    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 Logotype

    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

    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 Logotype

    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. Logotype

    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
    Read 1 Review

    Industry Experience

    Ryan-Boer Solutions Inc. has demonstrated expertise in the Arts, Entertainment, and Music industry, providing effective accounting, bookkeeping, and business consulting services. Clients have praised their ability to manage complex financial situations and maintain open communication, contributing to ongoing success since 2013. Overall sentiment in this sector is positive, indicating their strength in handling multifaceted business needs and their impact on organizational efficiency.

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    Select Industry to see insights

    Arts, entertainment & music

    Average Project Cost Breakdown

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

    What Clients Have Said

    Clients of Ryan-Boer Solutions Inc. generally perceive their pricing as reflective of the value provided. One client noted an investment of approximately $10,000 per month, highlighting that the firm simplifies complex financial management for their multifaceted business. Overall, clients appreciate the effective communication and support, viewing the services as a worthwhile investment that positively impacts their operations.
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  • Flexport Logotype

    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

    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 Logotype

    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 Logotype

    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 Logotype

    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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    Select Industry to see insights

    Legal

    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 Logotype

    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

    See All Locations (7)
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  • RightRev Logotype

    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 Logotype

    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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  • Signature Analytics Logotype

    Not yet reviewed

    $5,000+
    $100 - $149 / hr
    50 - 249
    San Diego, CA

    Services provided

    80% Accounting
    10% Business Consulting
    10% Finance & Accounting Outsourcing (FAO)

    Midsize Accounting company Signature Analytics, is based in San Diego, California and Irvine, California. Their services include Accounting and Business Consulting.

    Read more
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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 indinero
2 Ravix Group
3 Pilot
4 Escalon Services, Inc.
5 Basis 365 Accounting
6 Algo Clan Inc.
7 Sensiba LLP
8 SmartBean® Bookkeeping
9 TGG Accounting
10 MATAX
11 A Bigger Bottom Line, LLC.
12 CFO Hub
13 Bharmal & Associates, Inc.
14 SFBay Financial
15 Westside Financial

List of the Top 15 California Financial Services Companies

  1. indinero Logotype

    indinero

    Undisclosed
    $100 - $149 / hr
    50 - 249
    Walnut, CA

    Ability to deliver

    37.6/40.0
    17.6/20 Reviews
    10/10 Clients & Experience
    10/10 Market Presence

    Service focus

    30% Accounting
    70% Other
    View Profile Visit Website
  2. Ravix Group Logotype

    Ravix Group

    Undisclosed
    Undisclosed
    50 - 249
    San Jose, CA

    Ability to deliver

    33.4/40.0
    19/20 Reviews
    4.9/10 Clients & Experience
    9.5/10 Market Presence

    Service focus

    40% Accounting
    60% Other
    View Profile Visit Website
  3. Pilot Logotype

    Pilot

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Ability to deliver

    32/40.0
    16/20 Reviews
    9/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    45% Accounting
    55% Other
    View Profile Visit Website
  4. Escalon Services, Inc. Logotype

    Escalon Services, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Palo Alto, CA

    Ability to deliver

    31.9/40.0
    16.2/20 Reviews
    7.2/10 Clients & Experience
    8.5/10 Market Presence

    Service focus

    90% Accounting
    10% Other
    View Profile Visit Website
  5. Basis 365 Accounting Logotype

    Basis 365 Accounting

    $1,000+
    Undisclosed
    10 - 49
    West Hollywood, CA

    Ability to deliver

    31.7/40.0
    15.8/20 Reviews
    8.4/10 Clients & Experience
    7.5/10 Market Presence

    Service focus

    35% Accounting
    65% Other
    View Profile Visit Website
  6. Algo Clan Inc. Logotype

    Algo Clan Inc.

    $50,000+
    $50 - $99 / hr
    2 - 9
    San Francisco, CA

    Ability to deliver

    27.3/40.0
    16.4/20 Reviews
    5/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  7. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Ability to deliver

    27.2/40.0
    18.2/20 Reviews
    0/10 Clients & Experience
    9/10 Market Presence

    Service focus

    25% Accounting
    10% Financial Advising & Planning
    65% Other
    View Profile Visit Website
  8. SmartBean® Bookkeeping Logotype

    SmartBean® Bookkeeping

    Undisclosed
    Undisclosed
    10 - 49
    Tustin, CA

    Ability to deliver

    26.7/40.0
    16.2/20 Reviews
    4.4/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  9. TGG Accounting Logotype

    TGG Accounting

    $5,000+
    Undisclosed
    50 - 249
    San Diego, CA

    Ability to deliver

    26.6/40.0
    16.2/20 Reviews
    4.2/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    80% Accounting
    20% Financial Advising & Planning
    View Profile Visit Website
  10. MATAX Logotype

    MATAX

    $5,000+
    $150 - $199 / hr
    2 - 9
    San Francisco, CA

    Ability to deliver

    26/40.0
    16.2/20 Reviews
    1/10 Clients & Experience
    8.7/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  11. A Bigger Bottom Line, LLC. Logotype

    A Bigger Bottom Line, LLC.

    $5,000+
    $150 - $199 / hr
    2 - 9
    Irvine, CA

    Ability to deliver

    26/40.0
    16.2/20 Reviews
    5.2/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  12. CFO Hub Logotype

    CFO Hub

    $1,000+
    $150 - $199 / hr
    50 - 249
    San Diego, CA

    Ability to deliver

    24.6/40.0
    16/20 Reviews
    2.1/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    15% Accounting
    85% Other
    View Profile Visit Website
  13. Bharmal & Associates, Inc. Logotype

    Bharmal & Associates, Inc.

    $1,000+
    $200 - $300 / hr
    2 - 9
    Irvine, CA

    Ability to deliver

    24.6/40.0
    16.2/20 Reviews
    2.8/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    90% Accounting
    10% Other
    View Profile Visit Website
  14. SFBay Financial Logotype

    SFBay Financial

    $1,000+
    $100 - $149 / hr
    10 - 49
    San Francisco, CA

    Ability to deliver

    24.1/40.0
    16.2/20 Reviews
    2/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  15. Westside Financial Logotype

    Westside Financial

    $1,000+
    < $25 / hr
    2 - 9
    Los Angeles, CA

    Ability to deliver

    24/40.0
    16.2/20 Reviews
    1.5/10 Clients & Experience
    6.4/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  16. VargasAndrews Logotype

    VargasAndrews

    $10,000+
    $150 - $199 / hr
    2 - 9
    Los Angeles, CA

    Ability to deliver

    23.9/40.0
    15.6/20 Reviews
    3.4/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    15% Accounting
    85% Other
    View Profile Visit Website
  17. RTA Group, LLC Logotype

    RTA Group, LLC

    $1,000+
    $25 - $49 / hr
    10 - 49
    Roseville, CA

    Ability to deliver

    23.7/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  18. Lalea & Black Logotype

    Lalea & Black

    Undisclosed
    Undisclosed
    2 - 9
    Beverly Hills, CA

    Ability to deliver

    23.5/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    5.9/10 Market Presence

    Service focus

    60% Accounting
    40% Other
    View Profile Visit Website
  19. New City Insurance Logotype

    New City Insurance

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA

    Ability to deliver

    23.1/40.0
    16.2/20 Reviews
    1.5/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    70% Insurance Services & Brokers
    30% Other
    View Profile Visit Website
  20. Prime Accounting Solutions Logotype

    Prime Accounting Solutions

    $1,000+
    $100 - $149 / hr
    10 - 49
    Culver City, CA

    Ability to deliver

    23/40.0
    16.2/20 Reviews
    1.5/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  21. Rockwell Capital Group Logotype

    Rockwell Capital Group

    $1,000+
    $100 - $149 / hr
    2 - 9
    Glendale, CA

    Ability to deliver

    22.6/40.0
    16.2/20 Reviews
    1.4/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  22. HK Associates, Certified Public Accountants Logotype

    HK Associates, Certified Public Accountants

    Undisclosed
    Undisclosed
    2 - 9
    Simi Valley, CA

    Ability to deliver

    22.4/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  23. Tehrani & Velez, LLP Logotype

    Tehrani & Velez, LLP

    $5,000+
    $200 - $300 / hr
    2 - 9
    Irvine, CA

    Ability to deliver

    22.1/40.0
    16.2/20 Reviews
    1/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  24. KIN Logistic Solutions Logotype

    KIN Logistic Solutions

    $1,000+
    < $25 / hr
    50 - 249
    Rolling Hills Estates, CA

    Ability to deliver

    22.1/40.0
    16.6/20 Reviews
    0.7/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  25. BEAN COUNTER Logotype

    BEAN COUNTER

    Undisclosed
    Undisclosed
    10 - 49
    Palm Springs, CA

    Ability to deliver

    22.1/40.0
    16.2/20 Reviews
    0.7/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Accounting
    50% Financial Advising & Planning
    View Profile Visit Website
  26. Magnolia 313 Accounting Services Logotype

    Magnolia 313 Accounting Services

    Undisclosed
    $200 - $300 / hr
    2 - 9
    San Luis Obispo, CA

    Ability to deliver

    21.9/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  27. Finvisor Logotype

    Finvisor

    $1,000+
    $100 - $149 / hr
    50 - 249
    San Francisco, CA

    Ability to deliver

    21.7/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    40% Accounting
    60% Other
    View Profile Visit Website
  28. EZ Buzz Solutions Pvt. Ltd. Logotype

    EZ Buzz Solutions Pvt. Ltd.

    Undisclosed
    < $25 / hr
    50 - 249
    Tracy, CA

    Ability to deliver

    21.1/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  29. Teamswell Logotype

    Teamswell

    $1,000+
    < $25 / hr
    10 - 49
    Truckee, CA

    Ability to deliver

    20.6/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  30. Sage Finance Logotype

    Sage Finance

    Undisclosed
    $50 - $99 / hr
    50 - 249
    San Francisco, CA

    Ability to deliver

    20.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    30% Accounting
    20% Financial Advising & Planning
    50% Other
    View Profile Visit Website

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