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$50,000+$200 - $300 / hr10 - 49Serves CaliforniaServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
1 of 1 reviews is 5 starsUnknown avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.Was this helpful?
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
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Other Industry Other industries Financial servicesWas this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$25,000+Undisclosed250 - 999Serves CaliforniaServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingBiz Bookz is an Accounting and Business Consulting company founded in 2017. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingVSA Accounting Services is a small Los Angeles, California-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Temple City, CA
Services provided
60% Accounting40% Business ConsultingIn Temple City, California, KEVIN CHEUNG, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
70% Accounting30% Business ConsultingSmall Accounting company Trust Consulting Group, is located in Los Angeles, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monrovia, CA
Services provided
60% Accounting40% Business ConsultingGentile, McCloskey and Company is a small Accounting company in Monrovia, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
80% Accounting20% Business ConsultingMark G. McNelis & Associates, CPA's, Inc. Is an Accounting company. Their small team is based in Glendale, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Torrance, CA
Services provided
70% Accounting30% Business ConsultingBased in Torrance, California, Ladinez & Company is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Huntington Beach, CA
Services provided
40% Accounting60% StaffingMidsize Staffing company Mantek Solutions Inc. - IMS, is located in Huntington Beach, California. Their services include Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
80% Accounting20% Business ConsultingProvidence Accounting Group is a small Accounting company in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
75% Accounting25% Business ConsultingMooneem, a small Accounting company, is in Los Angeles, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingMJS & Associates, LLC is an Accounting and Business Consulting company. They are in Los Angeles, California and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Beverly Hills, CA
Services provided
50% Accounting50% Business ConsultingTAXATION SOLUTIONS, INC. Is an Accounting and Business Consulting company. The firm is based in Beverly Hills, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
Services provided
60% Accounting40% Business ConsultingWisdom CPA Group, an Accounting company, is in City of Industry, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
75% Accounting25% Business ConsultingKitchenSync, a midsize Accounting company, is based in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
75% Accounting25% Business ConsultingEstablished in 1972, Quiñones & CO., INC. Is an Accounting company. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
60% Accounting40% Business ConsultingOstiller and Hung Accountancy Corp. Is a Pasadena, California-based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
80% Accounting20% Business ConsultingLIV Bookkeeping, LLC, a small Accounting company, is in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Downey, CA
Services provided
75% Accounting25% Business ConsultingLocated in Downey, California, A&A Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingSmartbookkeeper dot com, an Accounting company, was established in 1999. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Hollywood, CA
Services provided
60% Accounting40% Business ConsultingPranas Accounting Tax & Bookkeeping Services is a small West Hollywood, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingLocated in Los Angeles, California, PBS Tax is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingBalanced ATM, LLC, an Accounting and Business Consulting company, is headquartered in Los Angeles, California. They offer Accounting and Business Consulting and were established in 2016.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
70% Accounting30% Business ConsultingWORLD ACCOUNTING GROUP INC. Is an Accounting company. The company is in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
75% Accounting25% Business ConsultingSmall Accounting company Adams & Associates, is located in Los Angeles, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hermosa Beach, CA
Services provided
65% Accounting35% Business ConsultingFounded in 1991, Sousa & Weber is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingEstablished in 1983, Payroll Management Solutions is a small Los Angeles, California-based Accounting and Business Consulting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingJohn W. Weldon CPA, a small Accounting and Business Consulting company, is located in Los Angeles, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Accounting70% Business Consulting10% Finance & Accounting Outsourcing (FAO)Founded in 2018, Punch Financial, a small Business Consulting company, is in Los Angeles, California. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
70% Accounting30% Business ConsultingLos Angeles Quickbooks Help, an Accounting company, was launched in 1997. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
Services provided
50% Accounting50% Business ConsultingEl Cid Bookkeeping Inc. Accountancy and Taxation Services is an Accounting and Business Consulting company. Located in Burbank, California, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingHeadquartered in Los Angeles, California, AccountingX is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
75% Accounting25% Business ConsultingTaurus Tek is an Accounting company launched in 1986. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingHonest Accounting Group, LLC, a small Accounting and Business Consulting company, is headquartered in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
Services provided
60% Accounting40% Business ConsultingIn Long Beach, California, Pacific Tax Professionals is an Accounting company. They offer Accounting and Business Consulting and were founded in 2012.
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UndisclosedUndisclosed2 - 9La Crescenta-Montrose, CA
Services provided
50% Accounting50% Business ConsultingEckenrod Tax & Accounting Services is a small Accounting and Business Consulting company headquartered in La Crescenta-Montrose, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
70% Accounting30% Business ConsultingHeadquartered in Glendale, California, J.R. Bookkeeping & Accounting Services is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
60% Accounting40% Business ConsultingAccounting company Brilliant Tax & Accounting Services, Inc. Was launched in 2005. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingPB Tax & Accounting Services is an Accounting company. Their small team is headquartered in Los Angeles, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingTaxLoop is an Accounting and Business Consulting company. Their small team is headquartered in Los Angeles, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingAdvance Accounting & Tax Services is an Accounting company. They are based in Los Angeles, California and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
60% Accounting40% Business ConsultingWilliam D Truax, EA is an Accounting company. They are headquartered in Glendale, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
65% Accounting35% Business ConsultingSmall Accounting company ARLEN GHARAPETIAN CPA, is located in Glendale, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Torrance, CA
Services provided
70% Accounting30% Business ConsultingAccounting company Son and Associates offers Accounting and Business Consulting. They are in Torrance, California.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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75% Accounting25% Business ConsultingAccounts Portal, a small Accounting company, is in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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60% Accounting40% Business ConsultingDRAKO Tax & Accounting is a small Accounting company based in Los Angeles, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingAccounting and Business Consulting company US Tax Guru offers Accounting and Business Consulting. They were launched in 2017.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
60% Accounting40% Business ConsultingConsultax Professional Associates is a small Accounting company headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
50% Accounting50% Business ConsultingHeadquartered in Los Angeles, California, Artiga's Tax Services is a small Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9La Crescenta-Montrose, CA
Services provided
60% Accounting40% Business ConsultingAccounting company Paragon Business Solutions is based in La Crescenta-Montrose, California. Founded in 2008, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arcadia, CA
Services provided
60% Accounting40% Business ConsultingSmall Accounting company Budget Bookkeeping & Income Tax Services, is located in Arcadia, California. The team specializes in Accounting and Business Consulting.
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We evaluate service providers using a structured methodology that combines:
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 15 California Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$50,000+$50 - $99 / hr2 - 9San Francisco, CA
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
$5,000+$150 - $199 / hr2 - 9San Francisco, CA
Ability to deliver
26/40.016.2/20 Reviews1/10 Clients & Experience8.7/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$150 - $199 / hr2 - 9Irvine, CA
Ability to deliver
26/40.016.2/20 Reviews5.2/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$150 - $199 / hr50 - 249San Diego, CA
Ability to deliver
24.6/40.016/20 Reviews2.1/10 Clients & Experience6.5/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
24.6/40.016.2/20 Reviews2.8/10 Clients & Experience5.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Ability to deliver
24.1/40.016.2/20 Reviews2/10 Clients & Experience5.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr2 - 9Los Angeles, CA
Ability to deliver
24/40.016.2/20 Reviews1.5/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+$150 - $199 / hr2 - 9Los Angeles, CA
Ability to deliver
23.9/40.015.6/20 Reviews3.4/10 Clients & Experience4.9/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$25 - $49 / hr10 - 49Roseville, CA
Ability to deliver
23.7/40.016.2/20 Reviews1.3/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Beverly Hills, CA
Ability to deliver
23.5/40.016.2/20 Reviews1.3/10 Clients & Experience5.9/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
$1,000+$100 - $149 / hr10 - 49Culver City, CA
Ability to deliver
23/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr2 - 9Glendale, CA
Ability to deliver
22.6/40.016.2/20 Reviews1.4/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Simi Valley, CA
Ability to deliver
22.4/40.016.2/20 Reviews1.3/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+$200 - $300 / hr2 - 9Irvine, CA
Ability to deliver
22.1/40.016.2/20 Reviews1/10 Clients & Experience4.9/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Rolling Hills Estates, CA
Ability to deliver
22.1/40.016.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Palm Springs, CA
Ability to deliver
22.1/40.016.2/20 Reviews0.7/10 Clients & Experience5.2/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
Undisclosed$200 - $300 / hr2 - 9San Luis Obispo, CA
Ability to deliver
21.9/40.016.2/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249San Francisco, CA
Ability to deliver
21.7/40.016.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
40% Accounting60% Other -
Undisclosed< $25 / hr50 - 249Tracy, CA
Ability to deliver
21.1/40.016.2/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
$1,000+< $25 / hr10 - 49Truckee, CA
Ability to deliver
20.6/40.016.6/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$50 - $99 / hr50 - 249San Francisco, CA
Ability to deliver
20.2/40.016.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
30% Accounting20% Financial Advising & Planning50% Other
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