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Top Financial Services Firms in California

Ratings Updated: August 12, 2026

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CSTMR

4.9 7 reviews

Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves California

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.

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Industry Experience

CSTMR has demonstrated extensive expertise in the financial services sector, supporting clients with brand optimization, digital marketing strategies, and website development. Reviews indicate strong capabilities in enhancing brand awareness and customer acquisition, resulting in significant traffic and engagement increases. Clients praised CSTMR for its collaborative approach and commitment to understanding their unique needs. Additionally, CSTMR's adaptability and effectiveness extend to other industries, including risk management and technology, suggesting a strong fit for any organization seeking comprehensive marketing support.
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Other industries Other Industry Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
CSTMR is perceived as providing strong value for money, with clients noting their expertise in digital marketing and brand strategy. One client highlighted a $210,000 investment resulting in doubled website traffic and significantly increased demo requests. Another praised their ability to reduce customer acquisition costs while enhancing brand visibility. Overall, feedback reflects satisfaction with CSTMR's pricing relative to the results achieved, emphasizing their commitment to delivering high-quality service and outcomes.
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More responsive than most other service providers

CSTMR is very responsive
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View projects from:

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

This provider is fluent in 2 languages:

English

Spanish

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indinero

4.9 20 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 a comprehensive accounting services firm specializing in bookkeeping, tax preparation, financial reporting, and fractional CFO services. Reviews indicate high satisfaction, emphasizing their responsiveness, professionalism, and ability to simplify complex financial tasks. A significant 100% of reviewers praise their project management skills, communication, and the tangible financial insights provided, with no notable areas for improvement identified.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of Indinero highlight strong client satisfaction, particularly in budgeting, forecasting, and financial organization. Clients commend their responsiveness, attention to detail, and ability to simplify complex financial concepts. One client noted significant improvements in financial visibility and strategic budget allocation, stating the difference compared to previous firms was 'night and day.' Overall, Indinero is perceived as a reliable partner, with no major areas for improvement identified.
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15 of 15 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Financial Services Firm
5.0 — Indinero has helped a financial services company restructure their QuickBooks, build budgeting and forecasting processes, and manage multistate tax filings across 25 states as they continue scaling Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Indinero has received positive feedback regarding its cost-effectiveness and overall value. Clients frequently highlighted that their pricing aligns well with budgets, providing good value for the services rendered. For instance, one client noted that Indinero's 'pricing fit our budget' and emphasized the 'good value for cost.' Another client appreciated the 'flexible pricing' structure, indicating satisfaction with the financial arrangement. Overall, clients feel they receive high-quality service that justifies the investment.
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More responsive than most other service providers

indinero is very responsive
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Ravix Group

4.9 12 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 provider of comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and audit services. The firm is highly praised for its professionalism, timely delivery, and expertise, with 100% of reviews highlighting their on-time performance and high-quality work. Clients consistently appreciate Ravix Group's communication, flexibility, and the ability to meet specific business needs.

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2 of 2 reviews are 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, Ravix Group has received positive feedback from clients, highlighting their effective project management and proactive communication. One client noted a significant reduction in financial closing time from 45 days to 10 days, attributing this success to Ravix's timely delivery of financial statements and audit processes. Clients appreciate the company's organizational structure and alignment with their values, with one stating they are 'highly recommend' Ravix Group. Areas for improvement include clearer communication regarding resource limitations.
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Industry Experience

Ravix Group has demonstrated expertise across various industries, including Information Technology, Financial Services, Medical, Arts & Entertainment, Business Services, Consumer Products, Energy, and Biotechnology. Clients commend their proactive project management, timely deliverables, and strong communication skills. Notably, they excel in accounting, HR consulting, and compliance support, making them particularly impactful in Financial Services and Medical sectors. Overall, feedback emphasizes their flexibility, cultural alignment, and ability to meet organizational needs, indicating a strong fit for startups and established firms alike.
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Business services Medical Healthcare Energy & natural resources Research Consumer products & services Financial services Arts, entertainment & music Other industries Information technology

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Average Project Cost Breakdown

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

What Clients Have Said
Clients praised Ravix Group for their competitive pricing and overall value for money. A CEO noted that their pricing fit within budget while maintaining a strong cultural fit and aligned values. Another client highlighted the good value for cost, stating that Ravix's services saved them time and money compared to hiring full-time staff. Overall, the sentiment reflects satisfaction with both the affordability and quality of services provided.
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More responsive than most other service providers

Ravix Group is very responsive
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CFO Hub

4.8 5 reviews

Premier Verified

$1,000+

$150 - $199 / hr

50 - 249

San Diego, CA

Services provided

15% Accounting

30% Fractional CFO Services

20% Business Consulting +6 services

10% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

5% Financial Consulting

5% HR Consulting

5% HR Outsourcing

5% Recruitment Process Outsourcing

CFO Hub is a comprehensive accounting services firm specializing in CFO services, bookkeeping, financial advisory, and tax preparation. Clients consistently praise the firm for its swift response, expertise, and ability to identify and address urgent financial challenges. Approximately 90% of reviews highlight their timely project management and effective communication, emphasizing their professional and friendly approach to financial reporting and advisory services.

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Reviews mention Customized support
CFO Hub is praised for providing customized support that has significantly improved client operations. One client noted that CFO Hub's assigned CFO streamlined communication with investors, ensuring timely and accurate reporting. The client appreciated the open dialogue and proactive approach of the CFO Hub team, which fostered a strong rapport. Overall, the sentiment reflects a high level of satisfaction with the tailored financial guidance and responsiveness, although there is room for improvement in encouraging more assertive communication from the CFO.

Financial Consulting & Planning for Affordable Housing Group

4.5 Mar 30, 2021

They took a bit nudging; I had to call them personally and tell them to push us a bit, asking them to ruffle our feathers if that’s what they had to do. Our CFO is a bit slow to invest in technology, but I encouraged CFO Hub to cut to the chase and tell us what we need to do in plain language. When they did that, we began seeing how to take ownership of our financial environment. Rather than sit back and be told what to do, we started to be candid and honest.
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Financial Consulting & Planning for Affordable Housing Group

4.5 Mar 30, 2021

I appreciate cool people who speak openly and honestly, and I can pick up the phone and call CFO Hub whenever I have a question. We’ve had a very good rapport from the starting gate. They wrap their inquiries around conversations that seek to get to know me and us as individuals and an organization. I don’t enjoy working through a formal process, and that’s normally what I experience with accountants, but it’s not the case with CFO Hub.
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3 of 5 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

CFO Hub is very responsive
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San Diego, California (3) Los Angeles, California (1) Tillson, New York (1)

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George Dimov, CPA

4.8 37 reviews

Premier Verified

Undisclosed

$200 - $300 / hr

10 - 49

San Francisco, CA

Services provided

85% Accounting

15% Tax Law

George Dimov, CPA is a distinguished accounting services firm specializing in tax preparation, bookkeeping, financial reporting, and business auditing. With a high client satisfaction rate, approximately 90% of reviews highlight their problem-solving capabilities, responsiveness, and thorough approach. Clients commend their cost-effective services and ability to meet deadlines, although some note room for improvement in communication efficiency.

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1 of 2 reviews are 5 stars

1 new review for Accounting services

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of George Dimov, CPA reflect mixed sentiments. One client expressed significant dissatisfaction, citing poor communication and inconsistent guidance on tax matters, labeling the experience as frustrating and disappointing. In contrast, another client praised the firm for timely delivery and effective problem-solving, noting beneficial tax strategies. Overall, while some clients appreciate the firm's capabilities, concerns regarding customer service and communication persist.
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13 of 14 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

George Dimov, CPA is very responsive
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San Francisco, CA

555 4th Street
San Francisco, CA 94107
1

866-699-4951

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Basis 365 Accounting

4.9 17 reviews

Verified

$1,000+

Undisclosed

10 - 49

West Hollywood, CA

Services provided

35% Accounting

60% Finance & Accounting Outsourcing (FAO)

5% Back Office Outsourcing

Basis 365 Accounting is a company specializing in comprehensive accounting services, including bookkeeping, financial reporting, and technology integration for e-commerce and other businesses. They are highly praised for their responsiveness, knowledge, and proactive approach, with nearly 100% positive feedback from clients. Approximately 80% of reviews highlight their expertise in technology integration and financial reporting, positioning them as a trusted partner in managing financial processes efficiently.

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Reviews mention High-quality work
Clients have consistently praised Basis 365 Accounting for delivering high-quality work, particularly highlighting their responsiveness and the effectiveness of the accounting tools implemented. One client noted, 'They’re highly responsive. They're easy to work with and provide quality services.' Additionally, feedback indicates satisfaction with the accuracy and efficiency of their monthly statements, which have been well-received by clients' investors. Overall, clients express confidence in the firm's capabilities and the positive impact on their accounting processes.

Financial Tracking & Modeling for Digital Production Studio

5.0 Oct 16, 2017

They generate management reports for us regularly. Prior to using Basis 365, we had a really average accountant which caused us a lot of problems. They went back through all of that work and tidied it all up. They basically do the role of a full-time employee but they do it remotely.
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Payroll Support & Bookkeping for Cybersecurity Company

5.0 Jan 30, 2018

We send our monthly statements to the accountants of our lead investor, which is a large, publicly-listed company. They’ve been consistently happy with Basis 365’s work. I go over the monthly statements with Elecia and she always responds within hours.
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Industry Experience

Basis 365 Accounting has demonstrated expertise primarily within the retail sector, particularly in e-commerce, where they have effectively assisted clients in streamlining bookkeeping and enhancing financial reporting. Positive feedback highlights their knowledge in integrating technology solutions like QuickBooks and Xero. Additionally, they have experience in other industries, including consulting, manufacturing, and advertising. Overall sentiment suggests that they are a strong fit for businesses seeking reliable, tech-savvy accounting support, particularly in sectors requiring complex inventory and financial management.
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IT Services Other Industry Human Resources Design Advertising & marketing Retail Consulting Consumer Products Other industries

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised Basis 365 Accounting for their cost-effectiveness and value for money, noting reasonable monthly fees ranging from $500 to $600. One client reported an investment of approximately $4,000, emphasizing the significant improvements in bookkeeping accuracy and operational efficiency. Another client highlighted the transparency in pricing and the proactive nature of the team, which has fostered trust. Overall, feedback reflects satisfaction with the services provided relative to their competitive pricing.
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More responsive than most other service providers

Basis 365 Accounting is very responsive
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Dark Horse CPAs

Not yet reviewed

Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

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

Not yet reviewed

Verified

Undisclosed

Undisclosed

Freelancer

Los Angeles, CA

Services provided

50% Accounting

25% Business Consulting

25% Corporate Training & Coaching

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

4.8 10 reviews

Undisclosed

Undisclosed

50 - 249

San Francisco, CA

Services provided

45% Accounting

20% Fractional CFO Services

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

15% HR Outsourcing

5% Benefits Administration

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

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5 of 9 Accounting reviews are 5 stars

9 new reviews for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

3.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Palo Alto, CA

Services provided

90% Accounting

10% HR Consulting

Escalon Services, Inc. is an accounting firm specializing in bookkeeping, CFO advisory, and tax filing for startups. Their services, including financial reporting and advisory, received positive feedback for being prompt and reliable, with 100% of reviewers highlighting their professional service. Clients appreciate their personalized approach, though there's a suggestion for enhancing client communication through newsletters on tax trends.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 3 reviews

$50,000+

$50 - $99 / hr

2 - 9

San Francisco, CA

Services provided

10% Accounting

15% AI Development

15% DevOps Managed Services +9 services

10% API Development

10% Custom Software Development

10% Warehousing & Distribution

5% AR/VR Development

5% E-Commerce Development

5% Funding & Investment

5% IoT Development

5% Mobile App Development

5% Web Development

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

201 Spear Street
San Francisco, CA 94105
2 - 5

5872878171

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SmartBean® Bookkeeping

5.0 11 reviews

Undisclosed

Undisclosed

10 - 49

Tustin, CA

Services provided

100% Accounting

SmartBean® Bookkeeping is a reputable firm specializing in bookkeeping and accounting services, offering a comprehensive suite of solutions including tax preparation and financial reporting. The company receives overwhelmingly positive feedback, with 100% of reviewers praising their excellent communication and transparency. Clients appreciate the flat-rate billing and efficient service, with many noting how SmartBean simplifies tax preparation and financial management, enhancing operational efficiency and peace of mind.

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Reviews mention Transparent
Clients have expressed high satisfaction with SmartBean® Bookkeeping's transparency, particularly noting their flat rate fees and open communication. One client highlighted the significant contrast to their previous service, emphasizing the ease of access to their financial records and the absence of hidden fees. They appreciated the reliability and responsiveness of the team, which provided them with peace of mind and allowed for better financial planning. Overall, the sentiment reflects strong approval of SmartBean's transparent practices.

Bookkeeping for Interior Decorating Co.

5.0 Oct 19, 2020

Our biggest thing is transparency and communication. Our last company wouldn’t allow us to see our QuickBooks, and it seemed like we worked for them and not the other way around. They also charged us with a rate without receipts or a straight answer. There were no hidden fees, and their communication style is excellent. I now have full access to my books. Their communication, definitely. As I mentioned, there are no hidden fees, so I know exactly what to expect each month.
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10 of 11 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

SmartBean® Bookkeeping has demonstrated expertise across various industries, including Real Estate, Arts & Entertainment, Legal, and Hospitality & Leisure. Clients consistently praise their communication, transparency, and efficiency, highlighting their ability to streamline bookkeeping processes and improve financial organization. The overall sentiment is highly positive, with businesses noting significant reductions in administrative burdens and enhanced financial clarity, making SmartBean a suitable choice for small to medium-sized enterprises across diverse sectors.
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Arts, entertainment & music Beauty & Cosmetics Legal Healthcare IT Services Hospitality & leisure Advertising & marketing Design Other Industry Real estate

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Average Project Cost Breakdown

Less than $10,000 (10)

What Clients Have Said
SmartBean® Bookkeeping has received positive feedback regarding their pricing structure, which is characterized by flat monthly rates and no hidden fees, providing clients with transparency and predictability. For instance, one client noted a significant reduction in costs compared to previous services, while another highlighted their reasonable pricing options that saved them money. Overall, clients express satisfaction with the value for money, emphasizing the efficiency and quality of service provided.
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TGG Accounting

5.0 1 review

$5,000+

Undisclosed

50 - 249

San Diego, CA

Services provided

80% Accounting

20% Financial Advising & Planning

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

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1 of 1 Accounting reviews are 5 stars

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

25% Accounting

20% Cybersecurity

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

10% Business Consulting

10% Compliance Consulting

10% Financial Advising & Planning

10% Financial Consulting

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

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Reviews mention Exceptional performance
Sensiba LLP received exceptional feedback for their professionalism, expertise, and commitment during the SOC2 and ISO27001 audit process. The client, a Director of Engineering at MPAC, highlighted the auditors' thoroughness and attention to detail, which ensured compliance with high certification standards. The overall sentiment is overwhelmingly positive, with no suggested areas for improvement, emphasizing the seamless and efficient support provided throughout the engagement.

Auditing Services for Property Assessment Co

5.0 Jun 25, 2025

From beginning to end, their team exhibited outstanding professionalism, deep expertise, and unwavering commitment. The auditors were exceptionally thorough and detail-oriented, ensuring our systems and processes met the highest standards for certification. Their insightful guidance and consistent support made the entire process seamless and efficient.
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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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More responsive than most other service providers

Sensiba LLP is very responsive
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A Bigger Bottom Line, LLC.

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

Irvine, CA

Services provided

50% Accounting

40% Business Consulting

10% Financial Consulting

A Bigger Bottom Line, LLC. is an advanced accounting services organization focusing on bookkeeping, financial analysis, and cloud-based integrations. Reviewers consistently highlight their innovative approach and effective use of technology, with 100% praising their futuristic systems and operational efficiency. Clients commend their commitment, detail-oriented project management, and seamless software integrations, leading to enhanced business operations and significant satisfaction.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 1 review

$5,000+

$150 - $199 / hr

2 - 9

San Francisco, CA

Services provided

45% Accounting

25% AI Agents

20% Business Consulting +1 service

10% Cloud Consulting & SI

MATAX is an accounting services firm specializing in bookkeeping, financial reporting, and training on accounting software like Xero. The company received 100% positive feedback, emphasizing their excellent project management and ability to simplify complex tasks, resulting in a 75% reduction in processing time. Clients appreciate their knowledgeable and solution-oriented approach.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 3 reviews

$1,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

90% Accounting

10% Business Consulting

Bharmal & Associates, Inc. is a highly-regarded CPA firm providing comprehensive accounting services, including bookkeeping, tax preparation, and financial analysis. With a 100% positive feedback rate, clients commend their expertise, communication, and personalized advice. Notable strengths include their responsiveness and tailored financial strategies, particularly in complex tax and audit scenarios, making them a trusted partner for business auditing and financial advisory.

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3 of 3 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Bharmal & Associates, Inc. has demonstrated strong expertise in the healthcare and other industries, particularly in accounting and tax services. Clients in healthcare appreciate their compliance knowledge and methodical approach, while businesses in other sectors value their responsiveness and personalized service. Overall sentiment across industries is positive, highlighting their ability to provide effective solutions, maintain client trust, and deliver substantial financial benefits.
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Construction Healthcare

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Laguna Hills, California (1) Orange, California (1) Santa Ana, California (1)

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SFBay Financial

5.0 2 reviews

$1,000+

$100 - $149 / hr

10 - 49

San Francisco, CA

Services provided

100% Accounting

SFBay Financial is a professional accounting services firm offering a range of solutions including bookkeeping, tax preparation, and financial advisory services. Client reviews consistently highlight their efficient, solution-oriented approach and strong support, particularly praising their staff, with 100% of reviewers expressing satisfaction and noting their expertise in navigating complex financial scenarios such as PPP loans and unique tax circumstances.

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

Accounting Services for Non-Profit Organization

5.0 Aug 3, 2021

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

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Westside Financial

5.0 1 review

$1,000+

< $25 / hr

2 - 9

Los Angeles, CA

Services provided

50% Accounting

50% Business Consulting

Accounting, Tax, and Financial Advisory Services in Los Angeles CA.
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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Westside Financial has demonstrated expertise primarily in the IT Services industry, providing comprehensive accounting solutions as a remote CFO. Clients appreciate their ability to manage complex, multi-state tax challenges and custom reporting needs, resulting in significant operational efficiencies. The firm is noted for its commitment to ongoing education and adaptation to client needs. Overall sentiment is positive, with clients recommending Westside for companies requiring tailored financial management, particularly in tech and remote-working environments.
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IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Westside Financial as offering good value for money, with one CEO noting a monthly investment of $500–$1,000 for comprehensive accounting services. The client emphasized that Westside's expertise has significantly reduced operational costs and improved efficiency, particularly in managing complex tax issues across multiple states and countries. While there are minor concerns about response times, the overall sentiment reflects strong satisfaction with the firm's cost-effectiveness and the quality of service provided.
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VargasAndrews

4.8 2 reviews

$10,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Services provided

15% Accounting

20% ERP Consulting and SI

15% IT Strategy Consulting +6 services

10% Back Office Outsourcing

10% Business Consulting

10% Commercial Financing

10% Funding & Investment

5% HR Consulting

5% Recruiting

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

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Reviews mention 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

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Average Project Cost Breakdown

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

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

5.0 1 review

$1,000+

$25 - $49 / hr

10 - 49

Roseville, CA

Services provided

50% Accounting

50% Finance & Accounting Outsourcing (FAO)

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

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Beverly Hills, CA

Services provided

60% Accounting

20% Business Consulting

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

10% Financial Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

San Diego, CA

Services provided

70% Insurance Services & Brokers

30% HR Consulting

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

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Industry Experience

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

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

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Culver City, CA

Services provided

100% Accounting

Prime Accounting Solutions is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. The feedback highlights exceptional support and efficiency, with 100% of reviewers praising their responsiveness and helpful guidance. Notably, Prime Accounting Solutions played a crucial role in assisting clients during COVID-19, demonstrating their commitment to client success.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Glendale, CA

Services provided

100% Accounting

Rockwell Capital Group is an accounting services firm specializing in bookkeeping, tax preparation, and financial advisory. With 100% positive feedback from reviewers, clients commend their effective project management, transparency, and ability to foster personal relationships. Their expertise in maintaining financial records and low tax liabilities is highly valued, resulting in smoother operations and strategic financial guidance for businesses.

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Reviews mention Understands their clients' needs
Client feedback highlights Rockwell Capital Group's strong understanding of client needs, particularly in navigating financial complexities. One client emphasized their ability to keep tax liabilities low and guide them through the financing process, stating, 'I'd be lost without them.' The sentiment is overwhelmingly positive, with clients appreciating their responsiveness and comprehensive support, noting that the team is 'very understanding and easy to work with.' Overall, Rockwell Capital Group demonstrates a commitment to client success.

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
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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (2)

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

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Simi Valley, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

HK Associates, Certified Public Accountants is an accounting service firm specializing in tax preparation, bookkeeping, and financial statement preparation. The reviews highlight their expertise in managing complex tax situations, particularly with Amazon, and their exceptional communication, which 100% of reviewers found impressive. Clients also appreciate their proactive approach in resolving past tax issues and providing financial advisory support.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 3 reviews

$5,000+

$150 - $199 / hr

10 - 49

Irvine, CA

Services provided

20% Accounting

50% Fractional CFO Services

20% Financial Consulting +1 service

10% Executive Search

Vessel Advisors is a financial advisory firm specializing in Accounting Services, including Financial Reporting, Bookkeeping, and Tax Preparation. The firm is highly praised for bringing financial clarity and structure, receiving 100% positive feedback. Clients appreciate their service-oriented approach, effective communication, and ability to manage various projects efficiently, with 67% mentioning their impressive project management skills.

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Tehrani & Velez, LLP

5.0 1 review

$5,000+

$200 - $300 / hr

2 - 9

Irvine, CA

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Tehrani & Velez, LLP is a firm specializing in Accounting Services, including bookkeeping, tax preparation, and financial advisory. Clients consistently praise their timely tax filing and personalized service, with 100% positive feedback. Their ability to provide tailored, reliable financial solutions as a small yet growing company is highly valued.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Services provided

50% Accounting

50% Financial Advising & Planning

BEAN COUNTER is an accounting service provider specializing in bookkeeping, tax preparation, and financial reporting. With 100% positive feedback, clients praise their cost-effective solutions and exceptional project management. Around 100% of reviewers highlight their communicative approach, and they are noted for their expertise in complex tax laws, making them a reliable choice for businesses.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

$1,000+

< $25 / hr

50 - 249

Rolling Hills Estates, CA

Services provided

10% Accounting

10% Back Office Outsourcing

10% Customs brokerage +7 services

10% Logistics & Supply Chain Consulting

10% Ocean Freight

10% Rail Freight

10% Recruiting

10% Recruitment Process Outsourcing

10% Staffing

10% Trucking

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

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

$200 - $300 / hr

2 - 9

San Luis Obispo, CA

Services provided

100% Accounting

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

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Magnolia 313 Accounting Services has received positive feedback primarily from clients in the Information Technology sector, highlighting their expertise in bookkeeping and tax preparation. Clients commend their detail-oriented approach, responsiveness, and ability to streamline disorganized accounting systems. The firm has significantly impacted their clients by uncovering financial oversights and saving substantial amounts in taxes. Overall, the sentiment within the IT industry reflects strong satisfaction, suggesting that Magnolia 313 is well-suited for technology-focused businesses seeking reliable accounting solutions.
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Information technology

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised Magnolia 313 Accounting Services for their cost-effectiveness and value for money. One client noted significant savings, stating that Carolyn's services saved them tens of thousands of dollars and countless hours, transforming their disorganized accounting into an efficient system. The sentiment is overwhelmingly positive, with clients appreciating both the affordability and the exceptional service provided, which far exceeds the investment made.
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Finvisor

4.8 2 reviews

$1,000+

$100 - $149 / hr

50 - 249

San Francisco, CA

Services provided

40% Accounting

25% Fractional CFO Services

15% HR Consulting +2 services

10% Benefits Administration

10% Compliance Consulting

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

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1 of 2 Accounting reviews are 5 stars

2 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

< $25 / hr

50 - 249

Tracy, CA

Services provided

100% Accounting

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

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

4.8 3 reviews

$1,000+

< $25 / hr

10 - 49

Truckee, CA

Services provided

10% Accounting

30% PEO/Employee Leasing

30% Recruiting +3 services

10% Executive Search

10% Finance & Accounting Outsourcing (FAO)

10% IT Staff Augmentation

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

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Reviews mention Team players
Clients express a strongly positive sentiment regarding Teamswell's team-player qualities. One client noted the seamless integration of Teamswell's developers into their company culture, highlighting their collaborative spirit and effective communication. The developers were described as highly skilled and capable of operating like full-time employees, which greatly enhanced project efficiency. The proactive support from Teamswell's account management further contributed to a productive partnership, underscoring their commitment to aligning with client needs.

Dev Staff Augmentation & Recruiting for Creative Agency

5.0 Apr 20, 2025

The project management from Teamswell was exactly what we needed. Their account team operated smoothly in the background, allowing our developers to seamlessly integrate with our team. We didn’t have to worry about constant management or micromanagement. What stood out the most about Teamswell was the exceptional talent and seamless integration of their developers into our team. Their developers were not just highly skilled, they were incredibly collaborative and fully embraced our company culture.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 2 reviews

Undisclosed

$50 - $99 / hr

50 - 249

San Francisco, CA

Services provided

30% Accounting

30% Finance & Accounting Outsourcing (FAO)

20% Financial Advising & Planning +1 service

20% Financial Consulting

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

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Irvine, CA

Services provided

20% Accounting

50% Commercial Brokerage Services

30% Architectural Design

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Sacramento, CA

Services provided

75% Accounting

25% Business Consulting

ALTIUSCPA is a professional accounting services firm specializing in bookkeeping, tax preparation, and financial reporting. With an efficient and communicative team, they excel in delivering cost-effective solutions, leading to significant time and cost savings for clients. Impressively, 100% of the feedback highlights their efficiency and communication skills, with no areas noted for improvement.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Diego, CA

Services provided

100% Accounting

Barsa & Company, CPAs is an accounting services firm specializing in bookkeeping, tax preparation, and financial consulting. The firm is highly praised for its detailed financial reporting, accuracy, and responsiveness, with clients noting significant improvements in bookkeeping and financial organization. All feedback is positive, highlighting the firm's effective communication and impactful tax advice.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Murrieta, CA

Services provided

75% Accounting

25% Business Consulting

E.G. SANCHEZ & ASSOCIATES, CPAS, APC is a distinguished accounting services firm offering expertise in tax preparation, financial planning, and strategic forecasting. Praised for their professionalism and attention to detail, they have been credited with significantly reducing taxes and providing excellent project management. The firm receives 100% positive feedback, with 100% of reviewers highlighting their effectiveness in strategizing 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

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Pleasanton, CA

Services provided

100% Accounting

EBC TAXES is an accounting services firm specializing in bookkeeping, tax preparation, and financial analysis. They receive overwhelmingly positive feedback, with 100% of reviewers praising their professionalism, responsiveness, and customer service. Clients appreciate their comprehensive handling of accounting needs and timely project management, making them a highly recommended provider for businesses.

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1 of 1 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

100% Accounting

Wertz & Company, LLP is a comprehensive accounting services firm offering expertise in bookkeeping, tax preparation and filing, and financial advisory. Clients praise their strategic partnership and responsive communication, with 100% highlighting their efficiency in saving time and optimizing processes. While some suggest simplifying jargon, the firm’s holistic approach is valued for general business advisement.

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1 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

Wertz & Company, LLP has demonstrated expertise primarily in the Advertising & Marketing industry, providing comprehensive financial services including bookkeeping, tax planning, and cash flow management. Clients have praised their proactive approach, strategic partnership, and ability to save time through efficient automation. The overall sentiment reflects a strong capability in serving B2B marketing agencies, with recommendations to engage them for a holistic understanding of business finances and potential advisory roles.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Wertz & Company, LLP as offering good value for money, particularly through their holistic approach and efficiency. One client noted a yearly investment of approximately $15,000, resulting in significant time savings of 30-40 hours monthly due to improved processes. Their proactive communication and comprehensive service were highlighted positively, suggesting that their pricing is justified by the strategic partnership they provide. However, some clients recommend simplifying communication to enhance understanding.
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David L. Moonie & Co., LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Eureka, CA

Services provided

100% Accounting

David L. Moonie & Co., LLP is an accounting firm specializing in tax preparation and consultation services, particularly for businesses with complex regulatory needs like cannabis manufacturers. Review feedback is overwhelmingly positive, highlighting their expertise and responsiveness, with 100% of reviewers noting their ability to explain complex issues and provide multiple solutions.

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1 of 1 Accounting reviews are 5 stars

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Santa Monica, CA

Services provided

100% Accounting

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

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Concord, CA

Services provided

80% Accounting

10% Business Consulting

10% HR Consulting

Ryan-Boer Solutions Inc. is an accounting firm offering comprehensive services, including bookkeeping and financial advisory. With a focus on complicated businesses, they are praised for their effective financial management and communication skills. Most feedback is positive, highlighting their ability to simplify complex financial processes, though there is a minor mention of occasional disorganization due to multifaceted client structures.

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0 of 1 Accounting reviews are 5 stars

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

San Francisco, CA

Services provided

50% Insurance Services & Brokers

30% Logistics & Supply Chain Consulting

20% Ocean Freight

Flexport is a logistics and freight forwarding company that specializes in customs brokerage and international forwarding services. Reviewers highlight their advanced use of AI and machine learning for efficiency, resulting in 20%-30% cost savings. The company's portal is praised for offering comprehensive shipment visibility and effective collaboration. Overall, clients report high satisfaction with Flexport's project management and innovative systems, with no significant areas for improvement noted.

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Industry Experience

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

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Average Project Cost Breakdown

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

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

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

100% Insurance Services & Brokers

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

1.5 1 review

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Services provided

100% Accounting

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

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Squar Milner

1.0 1 review

$1,000+

$100 - $149 / hr

250 - 999

Los Angeles, CA

Services provided

100% Accounting

Squar Milner is a CPA firm specializing in Accounting Services, Financial Reporting, and Tax Preparation, with a notable focus on international transactions. Reviews reflect critical feedback, with 100% of reviewers highlighting issues related to unclear billing practices and incomplete work impacting client financials. However, they have demonstrated expertise in international tax issues and identifying tax deductions from past filings.

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Industry Experience

Squar Milner has demonstrated expertise primarily in the Legal industry, particularly with clients involved in international transactions and tax compliance. Feedback indicates they possess strong capabilities in identifying tax deductions and preparing complex returns, though concerns about billing practices and project management were noted. Overall sentiment within this sector is mixed; while their technical skills are acknowledged, issues with transparency and communication may deter potential clients. Firms seeking guidance on international tax matters may find them suitable, but should proceed with caution.
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Legal

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Average Project Cost Breakdown

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

What Clients Have Said
Clients express significant concerns regarding Squar Milner's pricing and value for money. One client reported an investment exceeding $360,000, questioning the lack of itemized billing and clarity in charges, suggesting that the total was disproportionate to the services rendered. They experienced issues with incomplete work and communication. While some acknowledged the firm's expertise in international transactions, the overall sentiment highlights dissatisfaction with transparency and perceived overcharging, advising potential clients to secure detailed engagement letters.
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Aldrich

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Carlsbad, CA

Services provided

60% Accounting

40% Business Consulting

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

5946 Priestly Drive
Carlsbad, CA 92008
76 - 100

7604318440

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RightRev

Not yet reviewed

$25,000+

Undisclosed

50 - 249

Santa Clara, CA

Services provided

100% Accounting

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

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Irvine, CA

Services provided

50% Accounting

50% Business Consulting

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