# Top Financial Services Firms in California Recommended Financial Services companies in California include indinero, Ravix Group, CFO Hub, George Dimov, CPA, Basis 365 Accounting, Dark Horse CPAs, 420 accounting services, Pilot, Escalon Services, Inc., Algo Clan Inc.. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Financial Services Firms in California Ratings Updated: Aug 11, 2026 ### [indinero](https://clutch.co/profile/indinero) #### 4.9 out of 5 star rating (20 reviews) - $100 - $149 average hourly rate - 50 - 249 employees - Walnut, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 5% Compliance Consulting - 50% Finance & Accounting Outsourcing (FAO) - 15% Fractional CFO Services #### Company description 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. [Visit Website](https://www.indinero.com/talk-to-an-expert/) #### Well-organized projects Clients have praised inDinero for their well-organized project management, particularly during the onboarding process. One financial manager noted that their account manager and senior accountant provided frequent updates and were easily accessible, ensuring effective communication. The accuracy of their work was highlighted as impressive, with clients expressing satisfaction with timely deliverables and a professional approach. Overall, feedback reflects a strong sentiment towards their ability to manage projects efficiently and meet client expectations. - Accounting Services for SaaS Company (5.0/5, Apr 20, 2022): Their project management style is well organized. The team is knowledgeable and very responsive, which contributes to the streamlined accounting, booking, and tax-filing process they provide. [Read Full Review](https://clutch.co/go-to-review/indinero/16363) #### 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. - 1 of 1 reviews is 5 stars - 1 new review for Accounting services - $10,000 – $49,000 avg. project cost [Read 1 Recent Review](https://clutch.co/profile/indinero?sort_by=date_desc&verified=true#reviews) #### 15 reviews mention Accounting Accounting Services for Financial Services Firm 5.0/5 — 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 nationwide. - 15 of 15 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/indinero/455230) #### Completed projects in 14 cities - Wilmington, Delaware (1 projects) - Orlando, Florida (1 projects) - Austin, Texas (2 projects) - Chicago, Illinois (1 projects) - Indianapolis, Indiana (1 projects) - Detroit, Michigan (1 projects) - Manhattan, New York (1 projects) - New York City, New York (2 projects) - Cincinnati, Ohio (2 projects) - Oakland, California (1 projects) - San Francisco, California (1 projects) - Henderson, Nevada (1 projects) - Boston, Massachusetts (1 projects) - Philadelphia, Pennsylvania (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 2 languages: - English - Spanish [View Reviews](https://clutch.co/profile/indinero?verified=true#reviews) --- ### [Ravix Group](https://clutch.co/profile/ravix-group) #### 4.9 out of 5 star rating (12 reviews) - 50 - 249 employees - San Jose, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Executive Search - 20% Fractional CFO Services - 15% HR Consulting - 15% HR Outsourcing #### Company description 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. [Visit Website](https://www.ravixgroup.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Communicative Clients consistently praise Ravix Group for their exceptional communication skills. One client highlighted the team's prompt responses and ability to connect them with knowledgeable professionals whenever needed, stating, 'They’re quick to respond and connect me with someone if I need to answer questions or provide resources.' Another emphasized the CEO's availability and top-notch communication, noting that feedback was implemented swiftly. Overall, the sentiment surrounding Ravix Group's communicative approach is overwhelmingly positive. - Accounting & HR Outsourcing for AV Production Support Co (5.0/5, Dec 3, 2025): Ravix Group's expertise and communication are impressive. If we need anything or have any questions, they can always connect me with someone on the team who is knowledgeable in their field and very helpful. They’re quick to respond and connect me with someone if I need to answer questions or provide resources. [Read Full Review](https://clutch.co/go-to-review/ravix-group/423439) - Interim Controller Services for Business Services Company (5.0/5, May 29, 2026): The CEO was available if there were any discrepancies. Their feedback was implemented quickly. Their availability and communication were top-notch. They could have communicated the limitation of a resource who was assigned to multiple projects. [Read Full Review](https://clutch.co/go-to-review/ravix-group/460824) #### 10 reviews mention Accounting Accounting & HR Outsourcing for AV Production Support Co 5.0/5 — Ravix Group provides accounting and HR outsourcing services for an AV production support company. The team provides accounting, tax preparation, and recruitment, as well as an HR expert for compliance support. - 8 of 10 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/ravix-group/423439) #### Experience in 8 industries 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. [Read All Reviews](https://clutch.co/profile/ravix-group?verified=true#reviews) ##### Business services Experience Ravix Group has received positive feedback for their expertise in accounting and financial management services within the business services industry. Clients highlighted their effectiveness in delivering timely, high-quality financial statements and audit support, which significantly improved operational efficiency. Their strong communication and client-focused approach, exemplified by the CEO's involvement, further reinforce their strengths. Overall, Ravix Group is well-regarded for tailoring solutions to client needs, making them a suitable choice for businesses seeking reliable support in financial management. - 2 reviews for business services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Accounting Firm Alliance (4.5/5, Nov 26, 2025): Ravix Group provided accounting services for an alliance of accounting firms. The team handled accounts receivable (AR) and cash analysis, bank reconciliations, and purchase accounting for acquisitions. [Read Full Review](https://clutch.co/go-to-review/ravix-group/422283) - Interim Controller Services for Business Services Company (5.0/5, May 29, 2026): Ravix Group provided interim controller services for a business services company. The team prepared monthly financial statements and managed all audit workstreams. [Read Full Review](https://clutch.co/go-to-review/ravix-group/460824) ##### Medical Experience Ravix Group has received positive feedback from clients in the medical industry, notably from Credence MedSystems, which commended their expertise in accounting and HR support tailored to the medical device sector. Clients appreciate Ravix’s adaptability to changing needs and their thorough understanding of startup challenges. The firm’s ongoing compliance success and effective project management underscore their value, making them a strong candidate for companies seeking reliable support in the medical field. - 1 review for medical industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & HR Consulting for Medical Device Company (5.0/5, Dec 16, 2025): Ravix Group provides ongoing accounting and HR support for a medical device company. The team's tasks include managing the client's accounting systems, financial statements, cash forecasts, and HR compliance. [Read Full Review](https://clutch.co/go-to-review/ravix-group/425731) ##### Healthcare Experience Ravix Group has received positive feedback from clients in the Healthcare industry, particularly for their financial expertise and operational support. The Cancer Support Community praised their responsiveness, training, and consistent meeting of deadlines, highlighting the company's impact on project success and management of annual audits. Their attention to customer service and ability to adapt to client needs further solidifies their reputation as a reliable partner for healthcare organizations seeking specialized financial services. - 1 review for healthcare industry - 1 review is 5 stars - Unknown avg. project cost - Accounting for Cancer Support Community (5.0/5, Sep 29, 2025): Ravix Group provides accounting services for a cancer support community. The team has assisted with daily accounting, monthly financial reports, and annual book closing and audit. [Read Full Review](https://clutch.co/go-to-review/ravix-group/409654) ##### Energy & natural resources Experience Ravix Group has a strong reputation in the Energy & Natural Resources sector, particularly for renewable energy companies. Clients commend their expertise in financial planning and accounting, noting significant cost savings and timely execution of services. Their collaborative approach supports the transition to full-time roles when necessary, demonstrating an understanding of client needs. Overall sentiment reflects high satisfaction with their professionalism and ability to meet industry-specific challenges. - 1 review for energy & natural resources industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Accounting Services for Renewable Energy Company (5.0/5, Oct 13, 2025): Ravix Group provides fractional accounting, HR, and finance services for a renewable energy company. The team tracks finances and manages accounts payable, budgeting, forecasting, and quarterly reporting. [Read Full Review](https://clutch.co/go-to-review/ravix-group/412978) ##### Research Experience Ravix Group has received positive feedback from clients in the Research industry, particularly in the biotech sector. Clients praise their expertise in financial operations, emphasizing their flexibility and proactive support during audits. The team's timely delivery and thorough management of accounting processes have significantly contributed to client satisfaction. Overall, Ravix Group is viewed as a strong partner for organizations seeking reliable financial leadership and support in the Research industry. - 1 review for research industry - Unknown avg. project cost - Accounting Services for Biotechnology Company (4.5/5, Oct 14, 2025): Ravix Group provides accounting support for a biotechnology company. The team handles accounts payable processing, general accounting, and monthly book closings using Bill.com and QuickBooks Online. [Read Full Review](https://clutch.co/go-to-review/ravix-group/413322) ##### Consumer products & services Experience Ravix Group demonstrates strong expertise in HR and compliance consulting within the Consumer products & services industry. Clients appreciate their thoroughness and timely delivery, noting significant cost savings by avoiding legal issues. Their knowledgeable consultants provide insightful guidance tailored to specific organizational challenges. Overall, the sentiment is positive, making Ravix Group a reliable partner for businesses seeking compliance support and effective HR management. - 1 review for consumer products & services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - HR & Compliance Consulting for Estate Organizing Services Co (5.0/5, Oct 24, 2025): Ravix Group provides HR and compliance consulting for an estate organizing and move management company. The team has helped the client address compliance and HR challenges, including an employee termination. [Read Full Review](https://clutch.co/go-to-review/ravix-group/415651) ##### Financial services Experience Ravix Group demonstrates significant expertise in the Financial services industry by providing comprehensive accounting, auditing, and tax services. Clients appreciate their ability to establish efficient back-office operations, ensuring compliance with investor reporting requirements. The firm’s commitment to timely deliverables and strong project management has notably improved organizational controls. Overall, client feedback is highly positive, reflecting Ravix Group's strengths in enhancing operational efficiency and compliance for financial entities. - 1 review for financial services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Tax Services for Tech-Focused Investment Firm (5.0/5, Feb 1, 2026): Ravix Group provides accounting, auditing, and tax services for a technology-focused investment firm. They help with distributions, capital calls, compliance, bookkeeping, tax returns, and audit management. [Read Full Review](https://clutch.co/go-to-review/ravix-group/433404) ##### Arts, entertainment & music Experience Ravix Group has received positive feedback from clients in the Arts, entertainment & music industry, particularly for their accounting and HR support. Clients commend their expertise, timely communication, and ability to streamline processes, significantly impacting operational efficiency. Their proficiency in integrating accounting systems like Sage Intacct and providing tailored HR solutions emphasizes their role as a valuable partner. Overall, Ravix Group is seen as a reliable choice for businesses seeking comprehensive support in this sector. - 1 review for arts, entertainment & music industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting & HR Outsourcing for AV Production Support Co (5.0/5, Dec 3, 2025): Ravix Group provides accounting and HR outsourcing services for an AV production support company. The team provides accounting, tax preparation, and recruitment, as well as an HR expert for compliance support. [Read Full Review](https://clutch.co/go-to-review/ravix-group/423439) ##### Other industries Experience Ravix Group has received positive feedback for their expertise in the Other industries sector, particularly in biotechnology and cancer support. Clients highlighted their proactive approach, flexible support, and timely delivery of accounting services, which enhanced operational efficiency. The team's ability to adapt to client needs and provide valuable training during audits was also well-regarded. Overall, Ravix Group is recognized for their commitment to quality service and strong client relationships, making them a suitable choice for businesses in the Other industries. - 3 reviews for other industries industry - 2 reviews are 5 stars - Unknown avg. project cost - Accounting Services for Biotechnology Company (5.0/5, Sep 22, 2025): Ravix Group provides ongoing accounting services for a biosciences company. The team assists with month-end closing activities, financial audits, payroll processing, and tax filing. [Read Full Review](https://clutch.co/go-to-review/ravix-group/407645) - Accounting for Cancer Support Community (5.0/5, Sep 29, 2025): Ravix Group provides accounting services for a cancer support community. The team has assisted with daily accounting, monthly financial reports, and annual book closing and audit. [Read Full Review](https://clutch.co/go-to-review/ravix-group/409654) - Accounting Services for Biotechnology Company (4.5/5, Oct 14, 2025): Ravix Group provides accounting support for a biotechnology company. The team handles accounts payable processing, general accounting, and monthly book closings using Bill.com and QuickBooks Online. [Read Full Review](https://clutch.co/go-to-review/ravix-group/413322) ##### Information technology Experience Ravix Group has received positive feedback from clients in the Information Technology industry, highlighting their expertise in outsourced financial services, project management, and operational efficiency. Clients appreciate the company's structured approach, timely delivery, and strong communication, which have led to significant improvements in financial processes and compliance. Their ability to align with client needs and values further underscores their suitability for technology-focused projects, making them a strong candidate for potential clients in the IT sector. - 2 reviews for information technology industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Outsourced CFO Services for IT Services Company (5.0/5, Nov 22, 2025): Ravix Group provides outsourced CFO, controller, and accounting services for an IT services company. The team manages the client's accounting operations, financial closes, cash-flow reporting, and forecasting. [Read Full Review](https://clutch.co/go-to-review/ravix-group/421397) - Executive Search for Disaster Recovery Services Company (5.0/5, Jul 14, 2026): A disaster recovery services company hired Ravix Group to provide recruitment process outsourcing services. The team was responsible for sourcing and hiring a controller for the client. [Read Full Review](https://clutch.co/go-to-review/ravix-group/472004) #### Very responsive Ravix Group is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [CFO Hub](https://clutch.co/profile/cfo-hub) #### 4.8 out of 5 star rating (5 reviews) - $1,000+ minimum project size - $150 - $199 average hourly rate - 50 - 249 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 5% Back Office Outsourcing - 10% Finance & Accounting Outsourcing (FAO) - 5% Financial Consulting - 30% Fractional CFO Services - 5% HR Consulting - 5% HR Outsourcing - 20% Business Consulting - 5% Recruitment Process Outsourcing #### Company description 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. [Visit Website](https://cfohub.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Accessible Clients have consistently praised CFO Hub for their accessibility and effective communication. One CEO noted that the CFO team is 'easy to reach' and maintains a 'consistent cadence' to ensure alignment. The expertise and responsiveness of the team contribute significantly to client satisfaction, as highlighted by the positive feedback regarding their guidance and ability to address inquiries promptly. Overall, the sentiment regarding accessibility is highly favorable. - Accounting Services for IT Services Company (5.0/5, Apr 13, 2021): The CFO team is easy to reach and we have a consistent cadence with them to make sure we are on the same page. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/123386) #### 5 reviews mention Accounting Fractional CFO Services & Support for Youth Services Org 5.0/5 — 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. - 3 of 5 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/cfo-hub/413695) #### Experience in 3 industries CFO Hub has garnered positive feedback across various industries, demonstrating expertise in non-profit, real estate, and ERP implementation sectors. Clients highlighted their strengths in financial management, responsiveness, and ability to streamline operations. In the non-profit sector, they excel at compliance and reporting, while in real estate, they enhance financial clarity and investor communication. In other industries, their efficiency in accounting processes was noteworthy. Overall, the sentiment is highly favorable, particularly for organizations seeking financial strategy and operational stability. [Read All Reviews](https://clutch.co/profile/cfo-hub?verified=true#reviews) ##### Non-profit Experience CFO Hub demonstrates significant expertise in the non-profit sector, providing essential financial services tailored to organizations like Zero Overdose. Clients appreciate their responsiveness, timely delivery, and comprehensive support in financial infrastructure development. The alignment of values and culture, along with a dedicated team, reinforces their suitability for non-profit projects. Overall, feedback indicates a strong positive sentiment, highlighting CFO Hub as a reliable partner for non-profits seeking financial guidance and management. - 1 review for non-profit industry - $10,000 – $49,000 avg. project cost - Fractional CFO for Nonprofit Organization (4.5/5, Nov 26, 2024): CFO Hub provides fractional CFO support to help establish a nonprofit organization's financial infrastructure. They offer financial advice, manage accounting and invoicing, and create monthly financial reports. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/333852) ##### Consulting Experience CFO Hub has received positive feedback in the Consulting industry, highlighting their expertise in accounting processes such as accounts payable and bank reconciliation. Clients appreciate the company's responsiveness, accuracy, and proactive approach, which resulted in significant time savings for internal teams. Their ability to quickly learn client-specific software and deliver quality service within budget constraints reinforces their value proposition. Overall, CFO Hub is well-regarded for providing effective consulting solutions tailored to client needs. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Microsoft ERP Solutions Company (5.0/5, Nov 20, 2024): CFO Hub provides accounting services for an ERP software company. The team processes accounts payable, bank reconciliation, and invoices customers for passthrough software invoices. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/332506) ##### IT Services Experience CFO Hub has received positive feedback for their extensive expertise in accounting and financial strategy within the IT Services industry. Clients appreciate their effective communication and consistent support, highlighting the team's ability to adapt to specific needs. The strong guidance provided by their knowledgeable staff enhances overall project success, making CFO Hub a reliable choice for companies seeking comprehensive financial solutions. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for IT Services Company (5.0/5, Apr 13, 2021): An IT services company hired CFO HUB to provide accounting services. They are tasked with managing the client's accounting and providing financial strategy processes.  [Read Full Review](https://clutch.co/go-to-review/cfo-hub/123386) ##### Real estate Experience CFO Hub has demonstrated significant expertise in the real estate industry, particularly among affordable housing developers. Clients appreciate their proactive financial management, which enhances clarity and decision-making. The assigned CFO effectively consolidates financial data, ensuring compliance with nonprofit reporting requirements. Overall, feedback highlights their strong communication, personalized service, and ability to foster investor relationships, making CFO Hub a valuable partner for organizations seeking to improve their financial performance and operational efficiency in the real estate sector. - 1 review for real estate industry - $50,000 – $199,999 avg. project cost - Financial Consulting & Planning for Affordable Housing Group (4.5/5, Mar 30, 2021): CFO Hub provides a full-time CFO for an affordable housing group. Responsibilities include processing reports at various intervals, establishing internal financial processes and visions, and filing taxes. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/112840) ##### Other industries Experience CFO Hub has received positive feedback from clients in the Other industries sector, highlighting their expertise in financial management and consulting. Clients commend their responsiveness, accuracy, and ability to quickly adapt to specific accounting needs. Notably, they have successfully stabilized finance departments and improved operational efficiency, showcasing a significant positive impact on client operations. Overall, CFO Hub is viewed as a reliable partner, making them a strong candidate for businesses seeking financial expertise in diverse industries. - 3 reviews for other industries industry - 3 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for IT Services Company (5.0/5, Apr 13, 2021): An IT services company hired CFO HUB to provide accounting services. They are tasked with managing the client's accounting and providing financial strategy processes.  [Read Full Review](https://clutch.co/go-to-review/cfo-hub/123386) - Accounting Services for Microsoft ERP Solutions Company (5.0/5, Nov 20, 2024): CFO Hub provides accounting services for an ERP software company. The team processes accounts payable, bank reconciliation, and invoices customers for passthrough software invoices. [Read Full Review](https://clutch.co/go-to-review/cfo-hub/332506) - Fractional CFO Services & Support for Youth Services Org (5.0/5, Oct 15, 2025): 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 Full Review](https://clutch.co/go-to-review/cfo-hub/413695) #### Very responsive CFO Hub is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [George Dimov, CPA](https://clutch.co/profile/george-dimov-cpa) #### 4.8 out of 5 star rating (37 reviews) - $200 - $300 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 85% Accounting - 15% Tax Law #### Company description 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. [Visit Website](https://dimovtax.com/contact/) #### Timely The overall sentiment regarding the timeliness of George Dimov, CPA's services is highly positive. Clients consistently commend their ability to deliver projects on time, with one client noting that they 'over-delivered on timelines.' Another client highlighted their 'extremely responsive' nature and ability to meet deadlines, even when expedited requests were made. While a few reviews mentioned minor delays, they were attributed to external factors, not the team's performance. Overall, clients express confidence in the timely execution of services. - Accounting & Tax Preparation Service for Landscaping Company (5.0/5, Mar 2, 2024): Emails get replied to within hours. I have never seen anything like this & wish my own business was as quick to reply! Yes, delivery was on time. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/272772) - Business Taxes for Real Estate Investment Company (5.0/5, Mar 31, 2021): They were submitted in under a week. They over-delivered on timelines. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/113726) - CPA Accounting Services for Media Production Company (4.5/5, Mar 10, 2021): Excellent, organized, thorough and timely. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/93548) - Business Taxes Filing for Apparel Design Services Company (5.0/5, Mar 1, 2021): They efficiently and quickly do what they say they're going to do. I also appreciate that they are on top of new rules and email me in advance of my needing to access those rules. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/83384) - Accounting Services for Digital Media Agency (5.0/5, Feb 28, 2021): The whole team offered incredible transparency and communication throughout the entire process, and always met the timelines they promised us. [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/82284) #### 14 reviews mention Accounting Accounting Services for Insurance Agency 5.0/5 — 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 statements. - 13 of 14 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/george-dimov-cpa/265544) #### Very responsive George Dimov, CPA is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 10 cities - Middletown, Delaware (1 projects) - Fort Lauderdale, Florida (1 projects) - Miami, United States (1 projects) - Bethesda, Maryland (1 projects) - Austin, Texas (1 projects) - Hamden, Connecticut (1 projects) - New York City, New York (5 projects) - Los Angeles, California (1 projects) - Boston, Massachusetts (1 projects) - Oakton, United States (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 12 languages: - English - Mandarin - Spanish - Arabic - Hindi - Russian - Korean - Turkish - Vietnamese - Urdu - Ukrainian - Cantonese [View Reviews](https://clutch.co/profile/george-dimov-cpa?verified=true#reviews) --- ### [Basis 365 Accounting](https://clutch.co/profile/basis-365-accounting) #### 4.9 out of 5 star rating (17 reviews) - $1,000+ minimum project size - 10 - 49 employees - West Hollywood, CA #### Services Provided - Allocation of Expertise by Percentage - 35% Accounting - 5% Back Office Outsourcing - 60% Finance & Accounting Outsourcing (FAO) #### Company description 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. [Visit Website](https://www.basis365.com/clutch/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### 17 reviews mention Accounting Outsourced CFO & International Expansion Support for Mobile Tech Studio 5.0/5 — As an outsourced partner, Basis 365 managed onboarding and international transaction processes. They provide a full suite of CFO services, including bookkeeping, invoicing, cash-flow forecasting, and metrics. - 15 of 17 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/basis-365-accounting/142079) #### Very responsive Basis 365 Accounting is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. #### Completed projects in 6 cities - Costa Mesa, California (1 projects) - Irvine, California (3 projects) - Los Angeles, California (3 projects) - San Francisco, California (2 projects) - San Rafael, California (1 projects) - Seattle, Washington (1 projects) This provider is available in 4 time zones: - Central Standard Time (CST) - Eastern Standard Time (EST) - Pacific Standard Time (PST) - Mountain Standard Time (MST) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/basis-365-accounting?verified=true#reviews) #### 3 fixed price Accounting packages Outsourced Accounting & Bookkeeping Plans Our fixed-price plans are customized to fit what you need. The base plans are summarized below. Pricing varies based on the services required. Visit "how we price" on our website: https://www.basis365.com/cost-to-outsource-accounting-and-bookkeeping. --- ### [Dark Horse CPAs](https://clutch.co/profile/dark-horse-cpas) - $1,000+ minimum project size - $300+ average hourly rate - 50 - 249 employees - Encinitas, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 40% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning #### Company description 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. [Visit Website](https://www.darkhorse.cpa) --- ### [420 accounting services](https://clutch.co/profile/420-accounting-services) - Freelancer employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 25% Corporate Training & Coaching - 25% Business Consulting #### Company description 420 accounting services is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting. [Visit Website](https://420-accountingservices.com/?utm_source=clutch.co&utm_medium=referral) --- ### [Pilot](https://clutch.co/profile/pilot-0) #### 4.8 out of 5 star rating (10 reviews) - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 45% Accounting - 5% Benefits Administration - 15% Finance & Accounting Outsourcing (FAO) - 20% Fractional CFO Services - 15% HR Outsourcing #### Company description 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. [Visit Website](https://pilot.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) #### Knowledgeable #### Experience in 5 industries Pilot has received positive feedback across multiple industries, including Software, IT Services, Advertising & Marketing, and Healthcare. Clients highlight Pilot's strengths in bookkeeping, tax preparation, and CFO services, noting their responsiveness, organization, and ease of use. The overall sentiment is highly favorable, with clients in the Software industry particularly appreciating the accuracy and efficiency of services. For potential clients seeking reliable accounting solutions, Pilot demonstrates strong expertise in these sectors. [Read All Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews) ##### Software Experience Pilot has received positive feedback from clients in the Software industry for their expertise in bookkeeping and accounting services. Clients appreciate their responsiveness, timely delivery, and proactive communication. The company is noted for its ability to manage complex bookkeeping needs, ensuring accuracy and efficiency in financial processes. Overall, the sentiment is highly favorable, positioning Pilot as a strong candidate for software companies seeking reliable financial management solutions. - 4 reviews for software industry - 2 reviews are 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Software Provider (4.5/5, Nov 1, 2024): Pilot provides accounting services for a software provider. Their work focuses on monthly bookkeeping and tax filing. [Read Full Review](https://clutch.co/go-to-review/pilot-0/327858) - Accounting Services for SaaS Company (5.0/5, Nov 4, 2024): Pilot handles a SaaS company's bookkeeping and accounting processes. They've set up the client's classing system to allow for accurate allocation of transactions. [Read Full Review](https://clutch.co/go-to-review/pilot-0/328271) - Accounting Services for Paywall Management Company (4.5/5, Jan 15, 2025): Pilot provides accounting services for a software company that manages paywalls. The team manages the client's books. [Read Full Review](https://clutch.co/go-to-review/pilot-0/343382) - Accounting & Tax Law for Software Company (5.0/5, Apr 4, 2025): Pilot provided accounting and tax services for a software company. They handled the client's monthly and annual bookkeeping and provided tax advice and filing support. [Read Full Review](https://clutch.co/go-to-review/pilot-0/364848) ##### IT Services Experience Pilot has received positive feedback in the IT Services industry, highlighting their expertise in accounting and project management. Clients appreciate their clear communication, attention to detail, and ability to meet expectations effectively. The overall sentiment indicates satisfaction with the results delivered, specifically the accessibility and organization of financial books. With high ratings and commendations for their service quality, Pilot appears to be a strong candidate for businesses seeking reliable IT services. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Cloud Computing Company (5.0/5, Jan 15, 2025): Pilot provided accounting services for a cloud computing company. The team was responsible for managing the client's books from the inception of the company to date. [Read Full Review](https://clutch.co/go-to-review/pilot-0/343394) ##### Advertising & marketing Experience Pilot has received positive feedback from clients in the Advertising & marketing industry, highlighting their expertise in bookkeeping and financial consulting. Clients appreciate their quick onboarding, responsive communication, and ability to understand unique business models. The company's strengths include high-quality reporting, timely deliverables, and strong alignment with client values. Overall sentiment reflects that Pilot is a reliable partner, effectively enhancing financial management for businesses in the sector. - 2 reviews for advertising & marketing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Marketing Company (5.0/5, Dec 21, 2024): Pilot handles a marketing company's bookkeeping efforts. They handle many of the client's AP duties, balance their books, and provide in-depth financial reports. [Read Full Review](https://clutch.co/go-to-review/pilot-0/339162) - Accounting Services for Creative Design Studio (4.5/5, Jan 8, 2025): Pilot provides accounting services for a creative design studio. The team manages the client's bookkeeping and tax and has built a 13-week cash flow forecast, and provides advice on profitability. [Read Full Review](https://clutch.co/go-to-review/pilot-0/341503) ##### Healthcare Experience Pilot has garnered positive feedback from healthcare clients, highlighting their expertise in managing accounting and financial reporting for foreign-based healthcare startups. Clients appreciate the efficient, organized project management and seamless digital platform that centralizes financial information, facilitating clear communication. Their reliability, responsiveness, and proactive approach are noted as key strengths, making them a suitable partner for healthcare businesses seeking effective bookkeeping and financial solutions. - 1 review for healthcare industry - $10,000 – $49,000 avg. project cost - Accounting for Healthcare Company (4.0/5, Nov 13, 2024): Pilot provides bookkeeping and accounting services for a healthcare company. The team uses their platform to manage the client's QuickBooks financial statements, data, and taxes. [Read Full Review](https://clutch.co/go-to-review/pilot-0/330533) ##### Medical Experience Pilot has received positive feedback from clients in the Medical industry, particularly for their expertise in bookkeeping, financial planning, and CFO services. A CEO of a surgical robotics company praised their timely deliverables, high-quality bookkeeping, and seamless tax filings. The firm's proactive and responsive approach, along with their ability to balance high and low-touch service, has been noted as a key strength, indicating their suitability for medical businesses seeking reliable financial support. - 1 review for medical industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Bookkeeping & Tax Services for Surgical Robot Manufacturer (5.0/5, Nov 1, 2024): 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 Full Review](https://clutch.co/go-to-review/pilot-0/327866) #### 4.7 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews) - $10,000 to $49,000 (4 reviews) - Less than $10,000 (2 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 2 countries - Spain (1 projects) - United States (8 projects) This provider is available in 2 time zones: - Central Standard Time (CST) - Pacific Standard Time (PST) This provider is fluent in 1 language: - English [View Reviews](https://clutch.co/profile/pilot-0?verified=true#reviews) --- ### [Escalon Services, Inc.](https://clutch.co/profile/escalon-services-1) #### 3 out of 5 star rating (2 reviews) - 50 - 249 employees - Palo Alto, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% HR Consulting #### Company description 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. [Visit Website](http://escalon.services/) #### Reasonable pricing Clients have consistently noted that Escalon Services, Inc. offers reasonable pricing for their services. One client specifically mentioned, "They’re very reasonably priced for what they’re doing," highlighting the value provided. Overall sentiment reflects satisfaction with the pricing model, as it aligns well with the quality of service and expertise delivered by the team, contributing to positive client experiences. #### 1 review mentions Accounting Accounting Services for Digital Travel Agency 5.0/5 — 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 ongoing.  - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/escalon-services-1/77894) #### Experience in 1 industry Escalon Services, Inc. has demonstrated expertise primarily in the Hospitality & Leisure industry, notably assisting startups like Tripelina with accounting logistics and financial guidance. Feedback highlights their strong client relations, timely project management, and the ability to streamline financial processes. Clients appreciate their reasonable pricing and professional staff. Overall sentiment is positive, indicating Escalon Services, Inc. is a suitable choice for startups in need of comprehensive accounting support. [Read All Reviews](https://clutch.co/profile/escalon-services-1?verified=true#reviews) ##### Hospitality & leisure Experience Escalon Services, Inc. has garnered positive feedback from clients in the Hospitality & leisure industry, particularly for their expertise in accounting for startups. One client highlighted their prompt communication and ability to streamline financial processes, emphasizing the personal touch and professionalism of their team. With a focus on client interests, Escalon's services have been deemed reasonably priced and impactful, making them a suitable partner for businesses seeking reliable financial support in the Hospitality sector. - 1 review for hospitality & leisure industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting Services for Digital Travel Agency (5.0/5, Feb 23, 2021): 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 ongoing.  [Read Full Review](https://clutch.co/go-to-review/escalon-services-1/77894) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/escalon-services-1?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Algo Clan Inc.](https://clutch.co/profile/algo-clan) #### 5 out of 5 star rating (3 reviews) - $50,000+ minimum project size - $50 - $99 average hourly rate - 2 - 9 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% API Development - 10% Custom Software Development - 5% AR/VR Development - 15% AI Development - 15% DevOps Managed Services - 5% E-Commerce Development - 5% Funding & Investment - 5% IoT Development - 5% Mobile App Development - 5% Web Development - 10% Warehousing & Distribution #### Company description 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. [Visit Website](https://algoclan.ca/) #### Communicative #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/algo-clan?verified=true#reviews) ##### Financial services Experience Algo Clan Inc. has demonstrated significant expertise in the Financial services industry, particularly in developing software solutions for tax advisors. Client feedback highlights their strengths in technology integration, workflow automation, and client communication enhancements. The company's commitment to meeting deadlines, effective communication, and post-launch support has positively impacted project outcomes, including time reductions in tax filing and improved client onboarding. Overall, their innovative approach and dedication make them a strong candidate for businesses seeking technological advancement in finance. - 1 review for financial services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - API & Software Development for Financial Software Provider (5.0/5, Jan 14, 2025): Algo Clan Inc. provided development support for an accounting software company. The team built a client dashboard and integrated tax filing automation and expense tracking features into the dashboard. [Read Full Review](https://clutch.co/go-to-review/algo-clan/343055) #### 4.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/algo-clan?verified=true#reviews) - $50,000 to $199,999 (1 reviews) #### 33% of employees work in San Francisco office San Francisco, CA 201 Spear Street 2 - 5 employees 5872878171 [See All Locations (3)](https://clutch.co/profile/algo-clan#location) --- ### [SmartBean® Bookkeeping](https://clutch.co/profile/smartbean-bookkeeping) #### 5 out of 5 star rating (11 reviews) - 10 - 49 employees - Tustin, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.smartbeaninc.com/) #### Communicative Client feedback on SmartBean® Bookkeeping consistently highlights their strong communication skills. Reviewers noted that the team is highly accessible, with Lisa and her staff promptly addressing questions and concerns. One client specifically praised the 'excellent communication style' and appreciated the transparency, stating they felt at ease from the first interaction. Another client emphasized the ease of communication and the willingness of the team to ensure complete satisfaction. Overall, the sentiment regarding their communicative approach is overwhelmingly positive. - Accounting & Bookkeeping for Junk Hauling Company (5.0/5, Oct 19, 2020): The onboarding process was very easy. Our onboarding specialist, Kim, was always available for anything. Kim responded to emails immediately. She not only provided the completed reports, but also set up a video call to go over each item together to be sure I understood all of their hard work. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/91585) - Bookkeeping Services for Personal Injury Law Firm (5.0/5, Aug 3, 2020): It is so easy to communicate with the Smart Bean team. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/28828) - Bookkeeping for Interior Decorating Co. (5.0/5, Oct 19, 2020): There were no hidden fees, and their communication style is excellent. I now have full access to my books. I can call Lisa anytime, and she always gets back to me. It’s nice to have the peace of mind that we’re not getting ripped off anymore. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/91711) - Bookkeeping for Interior Decorating Co. (5.0/5, Oct 19, 2020): Their communication, definitely. As I mentioned, there are no hidden fees, so I know exactly what to expect each month. It helps me plan out my own business and payroll. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/91711) - Bookkeeping & Accounting for Staffing Company (5.0/5, Oct 16, 2020): The communication with the team is great. They really try to understand the company. [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/90012) #### 11 reviews mention Accounting Bookkeeping for Skincare Clinic 5.0/5 — Smart Bean Inc was hired to organize the accounting books of a skincare clinic.  - 10 of 11 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/smartbean-bookkeeping/30860) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/smartbean-bookkeeping?verified=true#reviews) - Less than $10,000 (10 reviews) #### Completed projects in 8 cities - Tampa, Florida (1 projects) - Atlanta, Georgia (1 projects) - Decatur, Georgia (1 projects) - Costa Mesa, California (2 projects) - Newport Beach, California (1 projects) - Tustin, California (1 projects) - Puyallup, Washington (1 projects) - Orange County, California (3 projects) [View Reviews](https://clutch.co/profile/smartbean-bookkeeping?verified=true#reviews) --- ### [TGG Accounting](https://clutch.co/profile/tgg-accounting) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - 50 - 249 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 20% Financial Advising & Planning #### Company description 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. [Visit Website](https://tgg-accounting.com/) #### High-quality work Clients consistently commend TGG Accounting for delivering high-quality work that significantly enhances their financial management. One client highlighted their 'superlative' performance, noting that their reports are not only effective but also tailored to unique needs. The firm’s ability to simplify complex financial concepts and their proactive communication were also praised, with feedback indicating that they make financial processes easier and more efficient. Overall, the sentiment reflects strong satisfaction with TGG's expertise and service quality. #### 1 review mentions Accounting Accounting & Financial Services for Media & Events Company 5.0/5 — 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 financial matters. - 1 of 1 Accounting reviews are 5 stars - $200,000 – $999,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/tgg-accounting/130362) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/tgg-accounting?verified=true#reviews) ##### Legal Cannabis Experience TGG Accounting has received positive feedback from clients in the Legal Cannabis industry, highlighting their expertise in financial management and strategic advisory. A co-founder of a leading media company praised their ability to provide tailored financial reporting, effective budgeting support, and seamless integration with existing systems. The overall sentiment reflects satisfaction with their cost-effectiveness, communication, and professionalism, making TGG a strong candidate for businesses seeking reliable accounting support in the Legal Cannabis sector. - 1 review for legal cannabis industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Accounting & Financial Services for Media & Events Company (5.0/5, Sep 11, 2021): 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 financial matters. [Read Full Review](https://clutch.co/go-to-review/tgg-accounting/130362) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/tgg-accounting?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Sensiba LLP](https://clutch.co/profile/sensiba-llp) #### 5 out of 5 star rating (10 reviews) - 250 - 999 employees - San Ramon, CA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 10% Compliance Consulting - 15% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Financial Consulting - 20% Cybersecurity - 10% Business Consulting #### Company description 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. [Visit Website](https://sensiba.com/?utm_source=google&utm_medium=organic&utm_campaign=clutch.co) #### Personable Clients expressed a highly positive sentiment towards Sensiba LLP's personable approach, highlighting their 'very personal and involved support throughout the whole process.' The Technical Product Manager from Trainual noted the team's availability and responsiveness, stating that the auditor 'was always available for questions and gave great direction.' Overall, the feedback indicates a strong alignment in company values and a culture fit, enhancing the collaborative experience. - Cybersecurity Services for Business Playbook Software Co (5.0/5, Sep 19, 2025): Sensiba LLP offered very personal and involved support throughout the whole process. [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/407407) #### 1 review mentions Accounting Auditing Services for Property Assessment Co 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/sensiba-llp/385128) #### 4.8 out of 5.0 rating for cost What Clients Have Said Clients consistently commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided. [Read All Reviews](https://clutch.co/profile/sensiba-llp?verified=true#reviews) - Less than $10,000 (1 reviews) - $10,000 to $49,000 (1 reviews) - $50,000 to $199,999 (1 reviews) #### Very responsive Sensiba LLP is very responsive They are a great candidate to start a conversation with. Send them a short message or project inquiry. --- ### [A Bigger Bottom Line, LLC.](https://clutch.co/profile/bigger-bottom-line) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 10% Financial Consulting - 40% Business Consulting #### Company description 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. [Visit Website](https://www.abiggerbottom-line.com/) #### Exceptional results Clients have expressed exceptional satisfaction with A Bigger Bottom Line, LLC, highlighting their forward-thinking approach and integration of advanced technologies. One client noted, "You get a lot more than you pay for," emphasizing the freedom gained from their services. The company’s commitment to detail and communication has also been praised, with feedback indicating they consistently deliver results that exceed expectations. Overall, clients recommend engaging with them sooner for optimal benefits. #### 1 review mentions Accounting Accounting Services & Cloud Integrations for Broker Company 5.0/5 — 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, and more. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/bigger-bottom-line/137261) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/bigger-bottom-line?verified=true#reviews) ##### Construction Experience Clients in the Construction industry highlight A Bigger Bottom Line, LLC's expertise in integrating complex software solutions, significantly enhancing operational efficiency. Feedback emphasizes their commitment to innovative technologies, exceptional communication, and detailed project management. Clients note a transformative impact on their business processes, suggesting that the company's forward-thinking approach can help construction firms achieve greater operational freedom and effectiveness. Overall, sentiment is highly positive, indicating a strong fit for businesses seeking modernization in their operations. - 1 review for construction industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services & Cloud Integrations for Broker Company (5.0/5, Feb 11, 2020): 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, and more. [Read Full Review](https://clutch.co/go-to-review/bigger-bottom-line/137261) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/bigger-bottom-line?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [MATAX](https://clutch.co/profile/matax) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 45% Accounting - 25% AI Agents - 10% Cloud Consulting & SI - 20% Business Consulting #### Company description 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. [Visit Website](http://mataxhq.com/) #### Knowledgeable Clients have consistently highlighted the knowledgeability of MATAX, noting their effective training methods and ability to simplify complex concepts. One client reported a 75% reduction in processing time after their training sessions, emphasizing MATAX's skill in making each phase understandable. Furthermore, they were praised for their excellent project management and the ability to provide tailored solutions. Overall, the sentiment reflects strong confidence in MATAX's expertise and approach. #### 1 review mentions Accounting Xero Accounting System Training for Advertising Agency 5.0/5 — 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 feedback. - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/matax/54957) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/matax?verified=true#reviews) ##### Advertising & marketing Experience MATAX has received positive feedback in the Advertising & marketing sector, highlighting their expertise in training and project management. Clients appreciate their ability to simplify complex challenges, leading to significant improvements in operational efficiency, such as a 75% reduction in processing time. The team's solution-oriented approach and effective communication have been particularly noted. Overall, MATAX is well-regarded for their professionalism and ability to deliver impactful training solutions, making them a strong candidate for businesses seeking expertise in this field. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Xero Accounting System Training for Advertising Agency (5.0/5, Nov 3, 2021): 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 feedback. [Read Full Review](https://clutch.co/go-to-review/matax/54957) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/matax?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Bharmal & Associates, Inc.](https://clutch.co/profile/bharmal-associates) #### 5 out of 5 star rating (3 reviews) - $1,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 90% Accounting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.bharmalcpas.com/) #### Exceptional results Clients express exceptional satisfaction with Bharmal & Associates, Inc., highlighting their thorough understanding of complex accounting needs, particularly in the healthcare sector. A CFO from A1 Healthcare Management noted their proactive advice that saved significant tax expenses, praising their responsiveness and dedication, especially during critical transactions. Overall, feedback emphasizes their methodical approach, ethical standards, and commitment to clients' best interests, establishing them as a reliable and knowledgeable CPA partner. - Accounting for Patient Relationship Management Company (5.0/5, Aug 20, 2020): It’s a seamless process, and their employees are very methodical. They’re also responsive, responding promptly whenever I need advice. I recently faced a complicated business transaction, and Shoaib helped me a lot. I took my call late at night because he knew how important it was for me to close out this deal. I appreciate that they always have my best interest at heart. They keep up with what’s going on in the taxation industry, advising me on any new changes. [Read Full Review](https://clutch.co/go-to-review/bharmal-associates/44899) #### 3 reviews mention Accounting Accounting Services for Glass Installation Company 5.0/5 — Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing.  - 3 of 3 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/bharmal-associates/42935) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/bharmal-associates?verified=true#reviews) ##### Construction Experience Bharmal & Associates, Inc. demonstrates strong expertise in the Construction industry, particularly in financial management services like bookkeeping and tax work. Clients highlight their responsiveness and personalized attention, showcasing a commitment to client satisfaction. The firm has notably helped clients avoid potential audit issues by ensuring compliance and providing thorough support. Overall, they are seen as a reliable partner for construction businesses seeking attentive financial assistance. - 1 review for construction industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting Services for Glass Installation Company (5.0/5, Aug 19, 2020): Bharmal & Associates, Inc. performs bookkeeping, payroll, and tax services for a company that does commercial and residential glasswork. Their services are ongoing.  [Read Full Review](https://clutch.co/go-to-review/bharmal-associates/42935) ##### Healthcare Experience Feedback from the Healthcare sector highlights Bharmal & Associates, Inc.'s strong expertise in accounting and taxation, significantly benefiting clients by optimizing financial performance. Clients appreciate the firm's proactive communication and strategic advice, particularly in navigating complex tax regulations. The overall sentiment is positive, with users noting substantial financial improvements and a high level of professionalism. This provider is well-suited for healthcare businesses seeking reliable financial guidance to enhance their operational efficiency. - 1 review for healthcare industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting for Acrobatics Gym (5.0/5, Sep 14, 2020): An acrobatic and parkour studio employs Bharmal & Associates, Inc. for their accounting services. The team does their basic accounting, and then assists with their corporate taxes each year.  [Read Full Review](https://clutch.co/go-to-review/bharmal-associates/62980) #### Completed projects in 3 cities - Laguna Hills, California (1 projects) - Orange, California (1 projects) - Santa Ana, California (1 projects) [View Reviews](https://clutch.co/profile/bharmal-associates?verified=true#reviews) --- ### [SFBay Financial](https://clutch.co/profile/sfbay-financial) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.sfbayfinancial.com/) #### Great project management Clients express strong satisfaction with SFBay Financial's project management, highlighting their proactive communication and support. One client noted, 'Whenever there is a problem, they always let me know well in advance,' reflecting their commitment to keeping clients informed. Another client praised the firm's management, stating, 'It's so awesome working with SFBay Financial.' Overall, the sentiment regarding project management is highly positive, with no suggested areas for improvement. - Accounting & Tax Services for Video Company (5.0/5, Mar 17, 2020): They’re great. Whenever there is a problem, they always let me know well in advance and keep me informed on important things. I like how their firm is managed. They give a lot of great support. [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/37895) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews) ##### Nonprofit Experience SFBay Financial has received positive feedback from nonprofit clients for their expertise in accounting services, notably in navigating complex financial processes like PPP loans and payroll tax credits. Clients commend the company's responsiveness and the exceptional support from their staff, particularly in providing tailored solutions that align with budgetary needs. Overall, their strengths lie in delivering efficient, reliable service and fostering strong communication, making them a valuable partner for nonprofits seeking comprehensive financial management. - 1 review for nonprofit industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Non-Profit Organization (5.0/5, Aug 3, 2021): A non-profit organization hired SFBay Financial to provide accounting services. The team is tasked with rectifying the lapses of the client's previous accounting firm.  [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/98684) ##### Business services Experience SFBay Financial has received positive feedback for their expertise in accounting services, particularly in bookkeeping and tax preparation. Clients appreciate their proactive communication and ability to handle complex tax situations, providing tailored advice as needed. The sentiment is overwhelmingly positive, with clients noting satisfaction and the absence of tax issues as indicators of their effective management. Their strong support and reliable service make them a compelling choice for businesses seeking professional accounting solutions. - 1 review for business services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting & Tax Services for Video Company (5.0/5, Mar 17, 2020): SFBay Financial provides accounting services including bookkeeping, tax preparation, and financial consulting. [Read Full Review](https://clutch.co/go-to-review/sfbay-financial/37895) #### 4.8 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews) - Less than $10,000 (1 reviews) #### Completed projects in 2 countries - Canada (1 projects) - United States (1 projects) [View Reviews](https://clutch.co/profile/sfbay-financial?verified=true#reviews) --- ### [Westside Financial](https://clutch.co/profile/westside-financial) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 2 - 9 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Business Consulting #### Company description Accounting, Tax, and Financial Advisory Services in Los Angeles CA.  [Visit Website](http://westside.financial) #### High-quality work Clients consistently praise Westside Financial for delivering high-quality work, particularly in setting up complex accounting processes and custom reports. One client highlighted the founder's expertise, stating, "Kenny has earned my trust and gone above and beyond many times." The ongoing education and certifications pursued by Kenny further enhance the firm's service quality, resulting in significant operational improvements for clients. Overall sentiment reflects strong satisfaction with the quality and impact of Westside's services. #### 1 review mentions Accounting Business Accounting for Digital Agency 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/westside-financial/108095) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/westside-financial?verified=true#reviews) ##### IT Services Experience Westside Financial demonstrates strong expertise in accounting and financial services, particularly in managing complex, multi-state operations for clients. Their proactive approach, led by founder Kenny, emphasizes continuous learning and adaptation to client needs. Clients report significant improvements in operational efficiency and cost management, particularly for remote workforce challenges. However, timely communication can be an area for improvement. Overall, Westside Financial is highly regarded for delivering tailored solutions that enhance business performance. - 1 review for it services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Business Accounting for Digital Agency (5.0/5, Apr 26, 2017): 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 Full Review](https://clutch.co/go-to-review/westside-financial/108095) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/westside-financial?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [VargasAndrews](https://clutch.co/profile/vargasandrews) #### 4.8 out of 5 star rating (2 reviews) - $10,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 15% Accounting - 10% Back Office Outsourcing - 10% Commercial Financing - 20% ERP Consulting and SI - 10% Funding & Investment - 5% HR Consulting - 15% IT Strategy Consulting - 10% Business Consulting - 5% Recruiting #### Company description 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. [Visit Website](https://vargasandrews.com) #### Knowledgeable Clients have consistently praised VargasAndrews for their extensive knowledge in technology and business processes. One CEO noted their 'very knowledgeable' resources, particularly in understanding the technology needs of growing companies. This expertise has been instrumental in refining CRM functionalities and hiring key personnel, such as a competent CFO. Overall, the sentiment regarding their knowledge is highly positive, although some clients have suggested a need for improved pace in collaboration. - HR & IT Services for Access Management Platform (4.5/5, Feb 3, 2021): They are very responsive. They also are very knowledgeable about stages and technology needs as a company grows. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/56113) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/vargasandrews?verified=true#reviews) ##### Information technology Experience VargasAndrews has received positive feedback in the Information Technology sector, particularly for their expertise in CRM optimization and access management solutions. Clients highlight their responsiveness and deep understanding of technological needs during growth phases. The collaboration has resulted in improved data flows and intelligent resource hiring, indicating a strong impact on operational efficiency. However, clients desire swifter progress in project execution, suggesting potential areas for enhancement. - 1 review for information technology industry - $10,000 – $49,000 avg. project cost - HR & IT Services for Access Management Platform (4.5/5, Feb 3, 2021): VargasAndrews recruited a CFO for an access management platform. They are also refining the Zoho CRM functionality of the client. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/56113) ##### Other Industry Experience VargasAndrews demonstrates significant expertise in the Other Industry sector, particularly in business and digital transformation. Clients commend their thorough project management, high-touch communication, and commitment to company culture enhancement. The VP at Ramcar Batteries highlighted their effective recruitment strategies and proactive support, noting that VargasAndrews goes beyond consulting to actively shape client environments. While minor organizational challenges were noted, the overall sentiment is highly positive, indicating their strong fit for clients seeking transformative assistance. - 1 review for other industry industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Recruiting & Business Strategy for Automotive Battery Co. (5.0/5, Jan 8, 2021): VargasAndrews provides strategy consulting services for an automotive battery manufacturer. They're assisting in a business and digital transformation, utilizing Microsoft Office 365 and handling recruiting. [Read Full Review](https://clutch.co/go-to-review/vargasandrews/30759) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/vargasandrews?verified=true#reviews) - $10,000 to $49,000 (1 reviews) - $200,000 to $999,999 (1 reviews) --- ### [RTA Group, LLC](https://clutch.co/profile/rta-group) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Roseville, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Finance & Accounting Outsourcing (FAO) #### Company description 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. [Visit Website](https://rtagroupllc.com/#top) #### Professional RTA Group, LLC has received positive feedback regarding their professionalism, with clients noting their sincere approach and commitment to understanding client needs beyond financial metrics. One client highlighted their impressive forecasting capabilities and effective communication, stating, "They care about how we are doing as people and not just always the financial aspect." Overall, the sentiment reflects a strong appreciation for their professional demeanor and collaborative engagement. #### 1 review mentions Accounting Finance & Accounting Outsourcing for Solution Provider 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/rta-group/38499) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/rta-group?verified=true#reviews) ##### IT Services Experience RTA Group, LLC demonstrates significant expertise in providing tailored financial solutions for the IT Services sector, particularly in K12 communications. Clients appreciate their forecasting capabilities, professionalism, and dedication to understanding their unique needs. The collaborative approach fosters effective communication and timely project completion, positively impacting cash flow and growth. Overall, RTA Group is well-suited for businesses seeking reliable financial guidance without the overhead of full-time staffing. - 1 review for it services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Finance & Accounting Outsourcing for Solution Provider (5.0/5, Jan 18, 2021): 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 Full Review](https://clutch.co/go-to-review/rta-group/38499) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/rta-group?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Lalea & Black](https://clutch.co/profile/lalea-black) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Beverly Hills, CA #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 10% Finance & Accounting Outsourcing (FAO) - 10% Financial Consulting - 20% Business Consulting #### Company description 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. [Visit Website](https://laleablack.com/) #### Exceptional performance Clients consistently praise Lalea & Black for their exceptional performance, particularly highlighting Daniel's expertise as a CPA and his strong interpersonal skills. One client noted, "Daniel cares about his clients and provides actionable, step-by-step advice," which has significantly contributed to their profitability. The seamless workflow and high-quality service have led to no identified areas for improvement, reflecting an overall sentiment of satisfaction and trust in their capabilities. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/lalea-black?verified=true#reviews) ##### Advertising & marketing Experience Lalea & Black has received positive feedback within the Advertising & marketing industry for their high-quality financial strategy and accounting services. Clients highlight their expertise in providing actionable advice, seamless workflow, and excellent relationship management. The team's ability to enhance profitability through personalized financial planning is a noted strength. Overall, their commitment to client success and streamlined processes positions them as a reliable partner for businesses seeking expert support in their marketing-related financial needs. - 1 review for advertising & marketing industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Financial Strategy & Accounting for Digital Marketing Agency (5.0/5, Dec 20, 2019): Lalea & Black provided financial strategy and accounting services for a digital marketing agency. The team provides tax strategy and preparation on a daily, monthly, and yearly basis. [Read Full Review](https://clutch.co/go-to-review/lalea-black/107384) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/lalea-black?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [New City Insurance](https://clutch.co/profile/new-city-insurance) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 30% HR Consulting - 70% Insurance Services & Brokers #### Company description 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. [Visit Website](https://newcityinsurance.com/) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/new-city-insurance?verified=true#reviews) ##### Engineering Experience New City Insurance has demonstrated strong expertise in providing health benefits solutions tailored for the engineering sector. Clients highlight their low-cost options and exceptional service, particularly noting impressive response times and effective teamwork. Their ability to present multiple plan alternatives showcases a commitment to meeting specific client needs, making them a reliable choice for engineering firms seeking comprehensive insurance solutions. - 1 review for engineering industry - 1 review is 5 stars - Unknown avg. project cost - Human Resources for Engineering Firm (5.0/5, Jan 6, 2022): An engineering firm hired New City Insurance for human resources services. The team is tasked with managing the client's employees' health benefits. [Read Full Review](https://clutch.co/go-to-review/new-city-insurance/8095) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/new-city-insurance?verified=true#reviews) --- ### [Prime Accounting Solutions](https://clutch.co/profile/prime-accounting-solutions) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Culver City, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.primeaccsolutions.com) #### Efficient Clients have consistently praised Prime Accounting Solutions for their efficiency, particularly highlighting Andrew's quick response times and attentiveness to inquiries. One client noted, 'Andrew is quite efficient. I can email and get a response shortly after.' Additionally, his proactive approach in managing tax preparations and navigating financial challenges during COVID-19 further underscores the company's commitment to effective service delivery. #### 1 review mentions Accounting Tax Accounting, Bookkeeping, & Advisory for Automotive Co. 5.0/5 — 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 taxes.  - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/prime-accounting-solutions/40821) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/prime-accounting-solutions?verified=true#reviews) ##### Automotive Experience Prime Accounting Solutions has received positive feedback from clients in the automotive industry, particularly for their personalized service and expertise. One client praised Andrew's efficiency and his proactive approach during challenging times, such as COVID-19, where he navigated grant and loan programs successfully. The company's long-term relationship with clients highlights their reliability and ability to address specific accounting needs effectively, making them a strong candidate for businesses seeking dedicated support in the automotive sector. - 1 review for automotive industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Tax Accounting, Bookkeeping, & Advisory for Automotive Co. (5.0/5, Jan 20, 2021): 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 taxes.  [Read Full Review](https://clutch.co/go-to-review/prime-accounting-solutions/40821) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/prime-accounting-solutions?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Rockwell Capital Group](https://clutch.co/profile/rockwell-capital-group) #### 5 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 2 - 9 employees - Glendale, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://rockwellcapitalgroup.com/) #### Easy to work with Clients consistently express that Rockwell Capital Group is exceptionally easy to work with, highlighting their quick responsiveness and strong communication. One client noted, "They're wonderful, grade-A project managers," while another stated, "They're very understanding and easy to work with," emphasizing their guidance throughout the process. Overall, the sentiment surrounding their ease of collaboration is overwhelmingly positive, with clients appreciating the personal relationships fostered in their professional interactions. - Accounting Services for Insurance Brokerage (5.0/5, Nov 4, 2019): Unlike other accounting firms, they’re quick and easy to get ahold of. We’ve been able to foster a close relationship, so we can communicate on a more personal level. They’re willing to speak to their customers with transparency. To be able to get a personal relationship through our business was a game-changer. [Read Full Review](https://clutch.co/go-to-review/rockwell-capital-group/78507) - Accounting for Document Scanning & Image Outsourcing Co (5.0/5, 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. [Read Full Review](https://clutch.co/go-to-review/rockwell-capital-group/78469) #### 2 reviews mention Accounting Accounting Services for Insurance Brokerage 5.0/5 — 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. - 2 of 2 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/rockwell-capital-group/78507) #### Experience in 2 industries 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. [Read All Reviews](https://clutch.co/profile/rockwell-capital-group?verified=true#reviews) ##### Financial services Experience Rockwell Capital Group has received positive feedback for its expertise in bookkeeping and accounting services within the financial services industry. Clients commend their hands-on approach, effective project management, and transparent communication, which have significantly alleviated financial management burdens. Their ability to foster close working relationships and provide tailored advice has been particularly impactful, making them a valuable partner for businesses seeking reliable financial services. - 1 review for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Insurance Brokerage (5.0/5, Nov 4, 2019): 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 Full Review](https://clutch.co/go-to-review/rockwell-capital-group/78507) ##### Business services Experience Rockwell Capital Group has received positive feedback from clients in the business services industry, highlighting their expertise in accounting and financial advisory. Clients appreciate their effective bookkeeping, tax management, and supportive guidance throughout financial processes. The firm is recognized for timely project management and clear communication, resulting in low tax liabilities and overall satisfaction. Potential clients seeking reliable financial services may find Rockwell Capital Group to be a strong fit for their needs. - 1 review for business services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting for Document Scanning & Image Outsourcing Co (5.0/5, Nov 4, 2019): Rockwell Capital Group is the accounting and bookkeeping firm for a document scanning and imaging firm. They explain tax liabilities and provide general financial advice as needed. [Read Full Review](https://clutch.co/go-to-review/rockwell-capital-group/78469) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/rockwell-capital-group?verified=true#reviews) - Less than $10,000 (2 reviews) --- ### [HK Associates, Certified Public Accountants](https://clutch.co/profile/hk-associates-certified-public-accountants) #### 5 out of 5 star rating (2 reviews) - 2 - 9 employees - Simi Valley, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.hkcpas.net/) #### Communicative Clients express a highly positive sentiment regarding communication with HK Associates. One client noted, 'The communication was impressive,' highlighting their daily interactions and responsiveness. They appreciated the firm's ability to clarify complex issues through phone calls and emails, ensuring clients were well-informed throughout the process. Furthermore, the client emphasized the importance of transparency, stating that sharing complete information leads to effective collaboration. Overall, HK Associates is recognized for their clear and effective communication skills. #### 1 review mentions Accounting Bookkeeping & Tax Prep for Retail Company 5.0/5 — 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.  - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/hk-associates-certified-public-accountants/57061) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/hk-associates-certified-public-accountants?verified=true#reviews) ##### Retail Experience HK Associates, Certified Public has received positive feedback from clients in the Retail industry, notably for their expertise in navigating complex tax issues related to e-commerce platforms like Amazon. Their proactive communication and educational approach have been highlighted as key strengths, ensuring clients feel informed and supported. Clients appreciate their thoroughness in tax preparation and their ability to rectify past filing errors, demonstrating a significant positive impact on their businesses. - 1 review for retail industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping & Tax Prep for Retail Company (5.0/5, Sep 4, 2020): 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 Full Review](https://clutch.co/go-to-review/hk-associates-certified-public-accountants/57061) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/hk-associates-certified-public-accountants?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Vessel Advisors](https://clutch.co/profile/vessel-advisors) #### 5 out of 5 star rating (3 reviews) - $5,000+ minimum project size - $150 - $199 average hourly rate - 10 - 49 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 10% Executive Search - 20% Financial Consulting - 50% Fractional CFO Services #### Company description 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. [Visit Website](https://vesseladvisors.com/) --- ### [Tehrani & Velez, LLP](https://clutch.co/profile/tehrani-velez-llp) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 2 - 9 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% Financial Consulting - 10% Business Consulting #### Company description 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. [Visit Website](http://www.tandvllp.com/) #### Customized support Clients express high satisfaction with the customized support provided by Tehrani & Velez, LLP. One client highlighted their tailored service, noting, 'Though they’re growing, they still provide us with a tailored, customized service that fits our needs.' Furthermore, the firm's accessibility and consistent performance in meeting deadlines reinforce their commitment to personalized client care. Overall, the sentiment reflects a strong appreciation for their individualized approach. #### 1 review mentions Accounting Tax Prep & Bookkeeping for Video Production Agency 5.0/5 — 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 strategies.  - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/tehrani-velez-llp/111481) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/tehrani-velez-llp?verified=true#reviews) ##### IT Services Experience Tehrani & Velez, LLP has received positive feedback in the IT Services industry for their expertise in bookkeeping and tax-related solutions. Clients appreciate the customized service and prompt communication provided by their dedicated team, highlighting their reliability in managing financial responsibilities. The firm's ability to sustain long-term relationships and deliver consistent results without issues, such as audits, underscores their impact and reliability, making them a strong candidate for businesses seeking trustworthy IT service partners. - 1 review for it services industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Tax Prep & Bookkeeping for Video Production Agency (5.0/5, Jan 3, 2020): 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 strategies.  [Read Full Review](https://clutch.co/go-to-review/tehrani-velez-llp/111481) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/tehrani-velez-llp?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [BEAN COUNTER](https://clutch.co/profile/bean-counter) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Palm Springs, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Financial Advising & Planning #### Company description 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. [Visit Website](https://beanc.com/) #### Trustworthy Clients regard Bean Counter Bookkeeping LLC as a trustworthy partner, highlighting their commitment to client interests and fair pricing. One client noted their dedication, stating, 'Trust them; they’ll commit to your interests.' Additionally, the consistent and timely management of tax documents further reinforces their reliability. Overall, the sentiment conveyed in reviews indicates a strong trust in their expertise and communication. #### 1 review mentions Accounting Accounting Services for International Trade & Dev Company 5.0/5 — 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 cannabis tax laws. - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/bean-counter/87651) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/bean-counter?verified=true#reviews) ##### Other Industry Experience Bean Counter Bookkeeping LLC has received positive feedback from clients in the Other Industry, highlighting their expertise in accounting and bookkeeping, particularly in specialized areas such as cannabis and federal tax laws. Clients appreciate their dedication, fair pricing, and excellent project management, noting timely communication and a commitment to their interests. Their capacity to reduce costs further enhances their value. However, some clients suggest that expanding their staff could improve service delivery. Overall, they are well-regarded for their professionalism and client-focused approach. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for International Trade & Dev Company (5.0/5, Dec 10, 2021): 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 cannabis tax laws. [Read Full Review](https://clutch.co/go-to-review/bean-counter/87651) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/bean-counter?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [KIN Logistic Solutions](https://clutch.co/profile/kin-logistic-solutions) #### 5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 50 - 249 employees - Rolling Hills Estates, CA #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Back Office Outsourcing - 10% Customs brokerage - 10% Logistics & Supply Chain Consulting - 10% Ocean Freight - 10% Rail Freight - 10% Recruiting - 10% Recruitment Process Outsourcing - 10% Staffing - 10% Trucking #### Company description 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. [Visit Website](https://www.kinlogic.com/) #### Timely Clients consistently express a positive sentiment regarding KIN Logistic Solutions' timeliness. One CEO noted their 'punctual' delivery and highlighted their commitment to efficiency and accuracy. The organization was praised for providing real-time updates and maintaining smooth coordination of daily operations. Overall, feedback indicates that KIN Logistic Solutions meets deadlines effectively, contributing to enhanced operational efficiency. #### 1 review mentions Accounting Back Office Outsourcing for General Sales Supplier 5.0/5 — 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 reporting. - 1 of 1 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/kin-logistic-solutions/368977) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/kin-logistic-solutions?verified=true#reviews) ##### Consumer Products Experience KIN Logistic Solutions has received positive feedback from clients in the Consumer Products industry, particularly for their expertise in streamlining operations and enhancing financial accuracy. One client highlighted their punctuality and commitment to efficiency, which resulted in improved operational workflows and time savings on administrative tasks. Overall sentiment indicates that KIN Logistic Solutions is well-equipped to support businesses in the Consumer Products sector, making them a strong candidate for potential partnerships. - 1 review for consumer products industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Back Office Outsourcing for General Sales Supplier (5.0/5, Apr 22, 2025): 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 reporting. [Read Full Review](https://clutch.co/go-to-review/kin-logistic-solutions/368977) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/kin-logistic-solutions?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Magnolia 313 Accounting Services](https://clutch.co/profile/magnolia-313-accounting-services) #### 5 out of 5 star rating (1 reviews) - $200 - $300 average hourly rate - 2 - 9 employees - San Luis Obispo, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://magnolia313.com) #### Detail-oriented Clients have consistently praised Magnolia 313 Accounting Services for their detail-oriented approach. One client highlighted that Carolyn is 'always ahead of deadlines' and 'diligent with requesting documents,' which significantly improved their previously disorganized accounting system. Additionally, her meticulous nature led to the discovery of errors that had cost the client tens of thousands of dollars. Overall, the sentiment reflects high satisfaction with Carolyn's thoroughness and responsiveness. #### 1 review mentions Accounting Bookkeeping & Tax Preparation for Analytics Company 5.0/5 — Magnolia 313 Accounting Services provides bookkeeping and tax preparation services using QuickBooks. This involves reconciling business transactions each month and consulting on payroll strategies. - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/magnolia-313-accounting-services/65564) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/magnolia-313-accounting-services?verified=true#reviews) ##### Information technology Experience Magnolia 313 Accounting Services demonstrates strong expertise in the Information Technology sector, particularly in bookkeeping and tax preparation using QuickBooks. Clients highlight the provider's diligence, attention to detail, and ability to streamline disorganized financial systems. Overall sentiment is highly positive, with clients noting significant cost and time savings, as well as effective guidance on financial strategies. This makes Magnolia 313 a compelling choice for businesses seeking reliable accounting services tailored to their needs. - 1 review for information technology industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Bookkeeping & Tax Preparation for Analytics Company (5.0/5, Apr 21, 2020): Magnolia 313 Accounting Services provides bookkeeping and tax preparation services using QuickBooks. This involves reconciling business transactions each month and consulting on payroll strategies. [Read Full Review](https://clutch.co/go-to-review/magnolia-313-accounting-services/65564) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/magnolia-313-accounting-services?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Finvisor](https://clutch.co/profile/finvisor) #### 4.8 out of 5 star rating (2 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 40% Accounting - 10% Benefits Administration - 10% Compliance Consulting - 25% Fractional CFO Services - 15% HR Consulting #### Company description 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. [Visit Website](https://finvisor.com/) #### Unique expertise Clients have consistently highlighted Finvisor's unique expertise in financial services, particularly in cash flow management and financial modeling. One CEO noted their impressive professionalism, stating, "I couldn't operate our company as well as I do without them." The company's ability to deliver timely and professional reporting has also enhanced client trust and satisfaction, demonstrating their specialized skills in meeting complex financial needs. #### 2 reviews mention Accounting Fractional CFO Services for Flexible Workspace Platform 4.5/5 — 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 communications. - 1 of 2 Accounting reviews are 5 stars - 2 new reviews for Accounting in past 6 months - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/finvisor/417070) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/finvisor?verified=true#reviews) ##### Other industries Experience Clients in the Other industries sector commend Finvisor for their exceptional financial expertise and professionalism. They effectively managed critical financial responsibilities, including accounting and forecasting, which significantly contributed to successful outcomes like clean audits and enhanced investor relations. Feedback highlights their responsiveness, timely delivery, and ability to integrate seamlessly with client operations, making them a strong fit for businesses seeking reliable financial management in diverse industries. - 2 reviews for other industries industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Financial Services for AI Transformation Services Company (5.0/5, Oct 10, 2025): Finvisor provides financial services for an AI transformation services company. The team has delivered various reports and created multiple forecasting models. [Read Full Review](https://clutch.co/go-to-review/finvisor/412634) - Fractional CFO Services for Flexible Workspace Platform (4.5/5, Oct 31, 2025): 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 communications. [Read Full Review](https://clutch.co/go-to-review/finvisor/417070) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/finvisor?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [EZ Buzz Solutions Pvt. Ltd.](https://clutch.co/profile/ez-buzz-solutions) #### 5 out of 5 star rating (1 reviews) - < $25 average hourly rate - 50 - 249 employees - Tracy, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://ezbuzzsolutions.com/) #### Communicative Clients have consistently praised EZ Buzz Solutions Pvt. Ltd. for their excellent communication and responsiveness. One client noted their 'clear and proactive' communication, which ensured smooth collaboration throughout the project. Additionally, they were highlighted for consistently delivering items on time and adapting their services to meet client needs. Overall, the sentiment regarding their communicative approach is overwhelmingly positive, reflecting a commitment to maintaining effective client relationships. #### 1 review mentions Accounting Bookkeeping Support for Accounting & Consultancy Firm 5.0/5 — 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 reports. - 1 of 1 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/ez-buzz-solutions/316929) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/ez-buzz-solutions?verified=true#reviews) ##### Business services Experience EZ Buzz Solutions Pvt. Ltd. has received positive feedback from clients in the business services industry, particularly for their expertise in bookkeeping and financial management. Clients highlighted the company's ability to streamline processes, improve cash flow management by 15%, and enhance financial transparency. The personalized approach and timely delivery were commended, contributing to a 95% client retention rate. Overall, EZ Buzz Solutions is recognized for its reliability and impactful solutions, making it a strong candidate for businesses seeking efficient financial services. - 1 review for business services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Bookkeeping Support for Accounting & Consultancy Firm (5.0/5, Sep 24, 2024): 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 reports. [Read Full Review](https://clutch.co/go-to-review/ez-buzz-solutions/316929) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/ez-buzz-solutions?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Teamswell](https://clutch.co/profile/teamswell) #### 4.8 out of 5 star rating (3 reviews) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - Truckee, CA #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 10% Executive Search - 10% Finance & Accounting Outsourcing (FAO) - 30% PEO/Employee Leasing - 30% Recruiting - 10% IT Staff Augmentation #### Company description 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. [Visit Website](https://teamswell.co/) #### Communicative Clients have expressed high satisfaction with Teamswell's communication, noting their dependability and clarity in project management. One client highlighted that the contractors consistently deliver on time and proactively address any blockers, fostering seamless collaboration with internal teams. Additionally, the client appreciated the alignment of Teamswell's values with their own, indicating that this cultural fit enhances communication and teamwork. A minor suggestion for improvement involved maintaining regular check-ins with managers to ensure ongoing support for team members. - Development Staff Augmentation for Software Company (5.0/5, Jul 3, 2025): The contractors we've worked with through TeamsWell have been dependable and consistent with their project management. They deliver on time, communicate clearly, and respond quickly when our priorities shift. They’re proactive about raising blockers and checking in on progress, and they take real ownership of their work. [Read Full Review](https://clutch.co/go-to-review/teamswell/387254) #### Experience in 3 industries 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. [Read All Reviews](https://clutch.co/profile/teamswell?verified=true#reviews) ##### Software Experience Teamswell demonstrates strong expertise in the Software industry, particularly in cloud-based ERP solutions. Clients appreciate their ability to deliver high-quality talent and streamline hiring processes, resulting in successful legacy system modernization and enhanced user experiences. The company's commitment to values-driven culture fosters dependable project management and clear communication. Overall, Teamswell's strengths in integrating technology and improving system functionality make them a suitable partner for software projects that demand reliability and innovation. - 1 review for software industry - 1 review is 5 stars - Unknown avg. project cost - Development Staff Augmentation for Software Company (5.0/5, Jul 3, 2025): Teamswell provides staff augmentation services for a software company. The team assists the client in modernizing a legacy ERP system by handling module development, UI/UX design, and security enhancement. [Read Full Review](https://clutch.co/go-to-review/teamswell/387254) ##### Design Experience Teamswell has received positive feedback in the Design industry, highlighting their expertise in developing high-quality websites and optimizing client projects. Clients praised their collaborative approach, exceptional talent, and seamless integration with internal teams, which significantly enhanced project outcomes. Measurable results included faster build times, improved website performance, and increased client satisfaction. Overall, Teamswell is regarded as a strong partner for businesses seeking reliable and skilled design and development support. - 1 review for design industry - 1 review is 5 stars - $200,000 – $999,999 avg. project cost - Dev Staff Augmentation & Recruiting for Creative Agency (5.0/5, Apr 20, 2025): Teamswell augmented development staff for a creative agency. The team helped the client hire 2-3 senior WordPress developers and a lead developer to support web development and maintenance. [Read Full Review](https://clutch.co/go-to-review/teamswell/368582) ##### Manufacturing Experience Teamswell demonstrates strong expertise in the Manufacturing industry, particularly in talent acquisition for specialized roles such as Project Accountants and Signage Programming Specialists. Clients appreciate their rapid candidate sourcing and effective project management, resulting in successful placements and ongoing performance. The overall sentiment reflects satisfaction with Teamswell's responsiveness and ability to meet industry-specific hiring needs, making them a solid choice for manufacturing businesses seeking efficient recruitment solutions. - 1 review for manufacturing industry - $10,000 – $49,000 avg. project cost - Recruiting Services for Architectural Signage Manufacturer (4.5/5, Mar 18, 2024): Teamswell provides recruiting services for an architectural signage manufacturer. Teamswell assists the client in hiring a project accountant and a signage programming specialist. [Read Full Review](https://clutch.co/go-to-review/teamswell/276227) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/teamswell?verified=true#reviews) - $10,000 to $49,000 (1 reviews) - $200,000 to $999,999 (1 reviews) #### Completed projects in 3 cities - New York City, New York (1 projects) - San Francisco, California (1 projects) - Denver, Colorado (1 projects) [View Reviews](https://clutch.co/profile/teamswell?verified=true#reviews) --- ### [Sage Finance](https://clutch.co/profile/sage-finance) #### 5 out of 5 star rating (2 reviews) - $50 - $99 average hourly rate - 50 - 249 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 30% Accounting - 30% Finance & Accounting Outsourcing (FAO) - 20% Financial Advising & Planning - 20% Financial Consulting #### Company description 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. [Visit Website](https://trysage.finance/) #### Timely #### 1 review mentions Accounting Accounting & Tax Prep for Smart Emergency Support Co 5.0/5 — Sage Finance provided accounting services for a smart emergency support company. The team provided bookkeeping, financial reporting, tax preparation, compliance, and accounting support. - 1 of 1 Accounting reviews are 5 stars - 1 new review for Accounting in past 6 months - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/sage-finance/361848) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/sage-finance?verified=true#reviews) ##### IT Services Experience Sage Finance has received positive feedback in the IT Services industry, particularly for their expertise in accounting and financial management. Clients have noted their ability to deliver timely financial reports, ensure tax compliance, and offer insightful financial advisory services. The team's responsiveness and proactive approach significantly enhance client satisfaction, allowing businesses to focus on growth. Overall, Sage Finance is well-regarded for streamlining financial operations and providing exceptional support, making them a valuable partner for IT service providers. - 1 review for it services industry - 1 review is 5 stars - Unknown avg. project cost - Accounting for IT Services Co (5.0/5, Mar 18, 2025): Sage Finance provided accounting and tax services for an IT services company. The team handled bookkeeping, tax preparation, payroll processing, and financial reporting. [Read Full Review](https://clutch.co/go-to-review/sage-finance/360653) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/sage-finance?verified=true#reviews) --- ### [The Muller Company](https://clutch.co/profile/muller-company) #### 5 out of 5 star rating (1 reviews) - 50 - 249 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 30% Architectural Design - 50% Commercial Brokerage Services #### Company description 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. [Visit Website](http://www.themullercompany.com/) #### Timely Clients have expressed a strong sentiment regarding The Muller Company's timeliness, highlighting their ability to deliver projects on schedule. One client noted, 'They stuck to a reasonable timeline, delivering everything right on time,' which emphasizes their reliability. Additionally, the same client appreciated the guidance provided throughout the process, ensuring they were not overwhelmed. Overall, the feedback indicates a consistent commitment to meeting deadlines and maintaining effective communication. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/muller-company?verified=true#reviews) ##### Financial services Experience The Muller Company has received positive feedback from clients in the Financial services industry, particularly for their expertise in rebranding and messaging. Clients highlight their attention to detail, strong communication, and ability to enhance brand professionalism. The impact of their work is evident, with measurable increases in customer engagement and inquiries. Overall, the sentiment is highly favorable, suggesting that The Muller Company is well-suited for businesses seeking effective marketing strategies and professional branding in the Financial services sector. - 1 review for financial services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Branding & Content Marketing for Financial Consulting Firm (5.0/5, Sep 3, 2024): The Muller Company provided branding and content marketing services for a financial consulting firm. The team refined the client's messaging to help people better understand their service packages and brand. [Read Full Review](https://clutch.co/go-to-review/muller-company/311434) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/muller-company?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [ALTIUSCPA](https://clutch.co/profile/altiuscpa) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Sacramento, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description 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. [Visit Website](https://altiuscpa.com/) #### Efficient Clients have consistently praised ALTIUSCPA for their efficiency and swift service delivery. One client highlighted significant time savings and cost reductions attributed to ALTIUSCPA's effective management of their accounting needs. They noted the team's impressive communication skills and proactive project management, stating, 'They’re incredibly efficient, quick, and great at communication.' Overall, the sentiment reflects a strong endorsement of ALTIUSCPA's efficient service model. #### 1 review mentions Accounting Accounting Services for Online Cremation Services Company 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/altiuscpa/2716) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/altiuscpa?verified=true#reviews) ##### Other Industry Experience ALTIUSCPA has garnered positive feedback within the Other Industry sector, particularly for their comprehensive accounting services, including bookkeeping, tax reports, and payroll management. Clients have highlighted their efficiency, effective communication, and strong project management skills. One client noted significant time savings and cost reductions as a direct result of their services. Overall, sentiment is highly favorable, making ALTIUSCPA a strong candidate for businesses seeking reliable financial management solutions in the Other Industry. - 1 review for other industry industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Accounting Services for Online Cremation Services Company (5.0/5, Apr 12, 2022): 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 Full Review](https://clutch.co/go-to-review/altiuscpa/2716) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/altiuscpa?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Barsa & Company, CPAs](https://clutch.co/profile/barsa-company-cpas) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.barsaco.com/about/) #### Great project management Barsa & Company, CPAs received high praise for their exceptional project management capabilities. A client noted their 'fantastic' performance, highlighting impressive response times and accuracy in their work. The monthly reports provided were described as detailed and accurate, showcasing their commitment to maintaining organized financial records. Overall, clients expressed confidence in their project management, indicating a strong alignment with their business needs. #### 1 review mentions Accounting Tax Prep, Bookkeeping, Consulting for Digital Agency 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/barsa-company-cpas/42997) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/barsa-company-cpas?verified=true#reviews) ##### IT Services Experience Barsa & Company, CPAs demonstrates exceptional expertise in bookkeeping, accounting, and tax preparation, with clients praising their meticulousness and responsiveness. A notable engagement involved a digital agency that benefited from their ability to reorganize disordered financial records and provide detailed monthly reports. Overall, clients express high satisfaction, highlighting their accuracy and helpfulness, making Barsa & Company a strong candidate for businesses seeking reliable IT-related financial services. - 1 review for it services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Tax Prep, Bookkeeping, Consulting for Digital Agency (5.0/5, Mar 24, 2020): 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 Full Review](https://clutch.co/go-to-review/barsa-company-cpas/42997) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/barsa-company-cpas?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [E.G. SANCHEZ & ASSOCIATES, CPAS, APC](https://clutch.co/profile/eg-sanchez-associates-cpas-apc) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Murrieta, CA #### Services Provided - Allocation of Expertise by Percentage - 75% Accounting - 25% Business Consulting #### Company description 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. [Visit Website](http://www.egsanchez.com/) #### Detail-oriented Clients consistently highlight E.G. SANCHEZ & ASSOCIATES, CPAS, APC's exceptional attention to detail. One client noted their impressive ability to help reduce taxes significantly while providing top-notch services. The firm's project management process is described as fantastic, reflecting a professional approach to client engagement. Overall, the sentiment around their detail-oriented nature is overwhelmingly positive, with clients expressing satisfaction and a willingness to refer their services to others. #### 1 review mentions Accounting B2C Tax Preparation & Financial Planning for Business Dev VP 5.0/5 — 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. - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/eg-sanchez-associates-cpas-apc/125312) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/eg-sanchez-associates-cpas-apc?verified=true#reviews) ##### Business services Experience E.G. SANCHEZ & ASSOCIATES, CPAS, APC has received positive feedback from clients in the business services industry, highlighting their expertise in tax preparation and financial planning. Clients commend their professionalism, attention to detail, and effective project management. Their ability to significantly reduce taxes and provide strategic advice for business growth positions them as a strong choice for businesses seeking comprehensive accounting services. - 1 review for business services industry - 1 review is 5 stars - Less than $10,000 avg. project cost - B2C Tax Preparation & Financial Planning for Business Dev VP (5.0/5, Jan 27, 2022): 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 Full Review](https://clutch.co/go-to-review/eg-sanchez-associates-cpas-apc/125312) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/eg-sanchez-associates-cpas-apc?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [EBC TAXES](https://clutch.co/profile/ebc-taxes) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Pleasanton, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.essentialbusinessconcepts.com/) #### Professional EBC TAXES has received overwhelmingly positive feedback regarding their professionalism. Clients appreciate their excellent adherence to schedules, responsiveness, and overall customer service. One client stated, "They are very professional and their customer service is fantastic," highlighting the smoothness of their ongoing partnership since November 2018. Additionally, the absence of any complaints underscores their reliability and effectiveness in managing accounting services. #### 1 review mentions Accounting Accounting & Bookkeeping for Polyester Enclosure Manufacturer 5.0/5 — 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 software. - 1 of 1 Accounting reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/ebc-taxes/41720) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/ebc-taxes?verified=true#reviews) ##### Manufacturing Experience EBC TAXES has garnered positive feedback in the Manufacturing industry, particularly for their comprehensive accounting and bookkeeping services tailored for manufacturers. Clients appreciate their professionalism, excellent customer service, and ability to manage financial operations effectively. One client noted a seamless partnership since engagement, with no challenges faced and impressive responsiveness. Their expertise and reliability make them a strong candidate for manufacturing businesses seeking efficient financial management solutions. - 1 review for manufacturing industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Accounting & Bookkeeping for Polyester Enclosure Manufacturer (5.0/5, Oct 20, 2021): 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 software. [Read Full Review](https://clutch.co/go-to-review/ebc-taxes/41720) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/ebc-taxes?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Wertz & Company, LLP](https://clutch.co/profile/wertz-company-llp) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](https://www.wertzco.com/) #### Proactive Clients consistently highlight the proactive nature of Wertz & Company, LLP. One client noted their timely preparation for tax season, stating, "They’ve stayed ahead of the game, especially with taxes," while another emphasized their quick response times, mentioning, "They answer our emails within a day and are proactive about following up." Overall, the sentiment reflects strong appreciation for their anticipatory approach and commitment to client needs, contributing positively to the client relationship. #### 1 review mentions Accounting Accounting & Tax Services for Digital Agency 5.0/5 — 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 issues. - 1 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/wertz-company-llp/147268) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/wertz-company-llp?verified=true#reviews) ##### Advertising & marketing Experience Wertz & Company, LLP is highly regarded in the Advertising & Marketing sector for their strategic partnership and comprehensive financial services. Clients appreciate their expertise in managing cash flow, bookkeeping, and tax services, which have streamlined operations and saved significant time. Their proactive communication and holistic understanding of business needs contribute to their strong reputation. Potential clients are encouraged to explore their full range of services and seek industry-specific case studies to assess alignment with their goals. - 1 review for advertising & marketing industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Accounting & Tax Services for Digital Agency (5.0/5, Feb 25, 2020): 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 issues. [Read Full Review](https://clutch.co/go-to-review/wertz-company-llp/147268) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/wertz-company-llp?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [David L. Moonie & Co., LLP](https://clutch.co/profile/david-l-moonie-co-llp) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees - Eureka, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://dlm-cpa.com/) #### Unique expertise Clients have consistently praised David L. Moonie & Co., LLP for their unique expertise in the cannabis sector, highlighting their understanding of specific deductions and regulations. One client noted the firm's significant benefit in navigating complex tax requirements, emphasizing their responsive and approachable CPA. The firm's ability to explain intricate issues clearly and provide multiple solutions has been particularly appreciated, reinforcing their reputation as knowledgeable partners in the cannabis industry. #### 1 review mentions Accounting Tax Prep Accounting for Medical Cannabis Manufacturer 5.0/5 —  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 payroll.  - 1 of 1 Accounting reviews are 5 stars - Less than $10,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/david-l-moonie-co-llp/56949) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/david-l-moonie-co-llp?verified=true#reviews) ##### Legal Cannabis Experience David L. Moonie & Co., LLP demonstrates strong expertise in the Legal Cannabis industry, particularly in tax and regulatory compliance. Clients commend their responsiveness and ability to simplify complex cannabis regulations. One client noted the firm's extensive knowledge of unique cannabis deductions and their consistent support since 2018. This record of professionalism and understanding of the industry's specific needs suggests they are a solid choice for cannabis businesses seeking reliable tax and bookkeeping assistance. - 1 review for legal cannabis industry - 1 review is 5 stars - Less than $10,000 avg. project cost - Tax Prep Accounting for Medical Cannabis Manufacturer (5.0/5, Apr 10, 2020):  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 payroll.  [Read Full Review](https://clutch.co/go-to-review/david-l-moonie-co-llp/56949) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/david-l-moonie-co-llp?verified=true#reviews) - Less than $10,000 (1 reviews) --- ### [Gumbiner Savett](https://clutch.co/profile/gumbiner-savett) - $1,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Santa Monica, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Launched in 1950, Gumbiner Savett is an Accounting company. Their team offers Accounting. [Visit Website](http://gscpa.com/) --- ### [Ryan-Boer Solutions Inc.](https://clutch.co/profile/ryan-boer-solutions) #### 4.5 out of 5 star rating (1 reviews) - 10 - 49 employees - Concord, CA #### Services Provided - Allocation of Expertise by Percentage - 80% Accounting - 10% HR Consulting - 10% Business Consulting #### Company description 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. [Visit Website](https://www.ryanboer.com/) #### Communicative Clients have consistently praised Ryan-Boer Solutions Inc. for their strong communication skills, noting that their primary contact is particularly effective in reaching out to team members as needed. One client highlighted the team's ability to keep their complex organization on track, describing them as a 'realistic sounding board.' Overall, the sentiment is positive, with clients appreciating the proactive communication that supports project management despite the challenges of their multifaceted operations. #### 1 review mentions Accounting Accounting & Bookkeeping for Music Services & Resources Firm 4.5/5 — Ryan-Boer Solutions Inc. provides accounting services for an entertainment company. Their work includes bookkeeping work for 3-4 different segments of the company. - 0 of 1 Accounting reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/ryan-boer-solutions/28266) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/ryan-boer-solutions?verified=true#reviews) ##### Arts, entertainment & music Experience Ryan-Boer Solutions Inc. has demonstrated strong expertise in financial management and consulting for a multifaceted entertainment company, receiving positive feedback for simplifying complex financial processes and providing effective communication. Clients appreciate their ability to support diverse business needs, offering a reliable sounding board and ensuring smooth operations despite the company's intricate structure. This adaptability positions them as a valuable partner for those in the Arts, entertainment & music industry seeking comprehensive financial solutions. - 1 review for arts, entertainment & music industry - $50,000 – $199,999 avg. project cost - Accounting & Bookkeeping for Music Services & Resources Firm (4.5/5, Jul 31, 2020): 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 Full Review](https://clutch.co/go-to-review/ryan-boer-solutions/28266) #### 4.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/ryan-boer-solutions?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Flexport](https://clutch.co/profile/flexport-0) #### 4 out of 5 star rating (1 reviews) - 1,000 - 9,999 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Insurance Services & Brokers - 30% Logistics & Supply Chain Consulting - 20% Ocean Freight #### Company description 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. [Visit Website](https://www.flexport.com/) #### Collaborative The overall sentiment regarding Flexport's collaborative approach is highly favorable. Clients appreciate the use of a centralized portal that facilitates communication and document sharing, allowing for a more efficient and integrated workflow. One client noted, "the system allows a more collaborative approach" and highlighted the effectiveness of their forum for addressing questions and issues. Additionally, the visibility provided through the portal enhances the collaborative experience, reinforcing Flexport's commitment to teamwork and responsiveness. #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/flexport-0?verified=true#reviews) ##### Manufacturing Experience Flexport has demonstrated significant expertise in the manufacturing industry, particularly in logistics and customs brokerage for companies reliant on imported materials. Clients reported a marked improvement in efficiency and cost savings of 20%-30% due to advanced technologies like AI and OCR. Their user-friendly portal enhances shipment visibility and collaboration, facilitating smoother operations. Overall, Flexport is viewed as a strong partner for manufacturing firms seeking reliable logistics solutions, with high project management skills and a pioneering approach in the industry. - 1 review for manufacturing industry - $200,000 – $999,999 avg. project cost - US Customs Brokerage Service for Towel & Tissue Manufacturer (4.0/5, May 27, 2021): Flexport is the US customs brokerage representative of a towel and tissue manufacturer. They help the client with customs clearance, importer security filing, and other forwarding services. [Read Full Review](https://clutch.co/go-to-review/flexport-0/37980) #### 5.0 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/flexport-0?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Fullsteam - Insurance Brokerage](https://clutch.co/profile/fullsteam-insurance-brokerage) - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Fullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers. [Visit Website](https://www.fullsteam.io) --- ### [Armanino](https://clutch.co/profile/armanino) #### 1.5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://www.armaninollp.com/) --- ### [Squar Milner](https://clutch.co/profile/squar-milner) #### 1 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $100 - $149 average hourly rate - 250 - 999 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description 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. [Visit Website](http://squarmilner.com/) #### Experience in 1 industry 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. [Read All Reviews](https://clutch.co/profile/squar-milner?verified=true#reviews) ##### Legal Experience Squar Milner presents significant expertise in international taxation, as evidenced by their ability to identify errors in prior tax returns and uncover deductions that saved clients money. However, feedback from legal industry clients highlights concerns regarding transparency in billing and project management, with reports of incomplete work leading to adverse financial impacts. While their understanding of complex tax issues is a strength, potential clients should be cautious and secure detailed engagement agreements to mitigate risks. - 1 review for legal industry - $200,000 – $999,999 avg. project cost - Accounting Services for Law Firm (1.0/5, Aug 22, 2018): Squar Milner prepared end-of-year national and international tax returns, reviewed internal filings on a monthly and quarterly basis, and ensured the accuracy of past returns prepared by a different firm. [Read Full Review](https://clutch.co/go-to-review/squar-milner/113440) #### 0.5 out of 5.0 rating for cost 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. [Read All Reviews](https://clutch.co/profile/squar-milner?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Aldrich](https://clutch.co/profile/aldrich) - 250 - 999 employees - Carlsbad, CA #### Services Provided - Allocation of Expertise by Percentage - 60% Accounting - 40% Business Consulting #### Company description Founded in 1973, Aldrich is an Accounting company. The team provides Accounting and Business Consulting. [Visit Website](https://aldrichadvisors.com/) #### 13% of employees work in Carlsbad office Carlsbad, CA 5946 Priestly Drive 76 - 100 employees 7604318440 [See All Locations (7)](https://clutch.co/profile/aldrich#location) --- ### [RightRev](https://clutch.co/profile/rightrev-1) - $25,000+ minimum project size - 50 - 249 employees - Santa Clara, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Accounting #### Company description Accounting company RightRev is in Santa Clara, California. Their services include Accounting. [Visit Website](https://www.rightrev.com) --- ### [Cosentus](https://clutch.co/profile/cosentus) - 10 - 49 employees - Irvine, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Accounting - 50% Business Consulting #### Company description Cosentus, a Business Consulting and Accounting company, is in Irvine, California. They focus on Business Consulting and Accounting. [Visit Website](https://cosentus.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria. Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them. 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