Top Financial Services Firms in Columbus
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113 Companies
List of the Top Columbus Financial Services Companies
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$50,000+$200 - $300 / hr10 - 49Serves Columbus, OHServices 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 that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.Was 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 Columbus, OHServices 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 - 9Westerville, OH
Services provided
100% AccountingAccounting company Numbers Up is located in Westerville, Ohio. Launched in 2013, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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100% AccountingLaunched in 2009, Leppert Company CPAs, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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100% AccountingAccounting company CPA Advisory Group, Inc was launched in 1985. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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100% AccountingLocated in Columbus, Ohio, Mefford & Company, CPAs and Business Advisors is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Columbus, OH
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100% AccountingEstablished in 2002, Bodine Perry is a midsize Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Westerville, OH
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100% AccountingProfessional Practice Management Inc, a small Accounting company, is based in Westerville, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Westerville, OH
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100% AccountingNichols & Company, CPAs is an Accounting company. Launched in 1985, the company offers Accounting.
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UndisclosedUndisclosed2 - 9Hilliard, OH
Services provided
100% AccountingKirkey & Co is an Accounting company. They are located in Hilliard, Ohio and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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100% AccountingSchaefer & Associates is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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100% AccountingMarino & Company CPA, Inc., a small Accounting company, is headquartered in Columbus, Ohio. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Lancaster, OH
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100% AccountingBased in Lancaster, Ohio, Snyder & Company is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Mansfield, OH
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100% AccountingBased in Mansfield, Ohio, Wilging, Roush & Parsons is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Marion, OH
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100% AccountingCustom Professional Accounting is an Accounting company. Their small team is headquartered in Marion, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hilliard, OH
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100% AccountingSmall Accounting company Susan E Thomas CPA Ltd, is in Hilliard, Ohio. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
10% Accounting10% Advertising10% Branding +7 services10% Customer Service Outsourcing10% IT Managed Services10% Logo10% Public Relations10% Sales Outsourcing10% Web Design10% Web DevelopmentFlywheel Advertising, a small Advertising company, is located in Columbus, Ohio. The team offers Advertising and Branding.
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UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingHarQuin Bookkeeping and Consulting Services, LLC. Is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Powell, OH
Services provided
100% AccountingWarnick Consultants LLC, a small Accounting company, is located in Powell, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingJP Tax and Bookkeeping LLC is an Accounting company. They are based in Columbus, Ohio and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Centerville, OH
Services provided
100% AccountingIn Centerville, Ohio, P & A Popoff Tax & Accounting Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Powell, OH
Services provided
100% AccountingPowell Accounting Services is a small Powell, Ohio-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fredericktown, OH
Services provided
100% AccountingBuckeye Bookkeeping Solutions is an Accounting company. Their small team is in Fredericktown, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westerville, OH
Services provided
100% AccountingHHM Bookkeeping & Tax Services, a small Accounting company, is headquartered in Westerville, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
Services provided
100% AccountingGlenn Bookkeeping Service, Inc. Is an Accounting company. Their small team is based in Columbus, Ohio. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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100% AccountingFounded in 1979, Smith Denlinger & Company is an Accounting company. The agency offers Accounting.
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UndisclosedUndisclosed10 - 49Dayton, OH
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100% AccountingDuvall & Associates is an Accounting company in Dayton, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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100% AccountingManning & Associates, an Accounting company, was founded in 1980. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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80% Accounting10% Business Consulting10% Financial ConsultingDelk Rutherford & Associates is a small Accounting company founded in 1998. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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90% Accounting10% Business ConsultingSchock & Poores is an Accounting company. They are in Dayton, Ohio. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dayton, OH
Services provided
100% AccountingFaulkner & Company is an Accounting company. Their midsize team is in Dayton, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dayton, OH
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80% Accounting20% Business ConsultingHammerman Graf Hughes & Company is a Dayton, Ohio-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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100% AccountingGudorf Tax Group is an Accounting company. They were launched in 1981 and offer Accounting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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100% AccountingA.L. Schmidt is an Accounting company. Launched in 2015, the team provides Accounting. The agency is located in Dayton, Ohio.
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UndisclosedUndisclosed2 - 9Dayton, OH
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80% Accounting10% Business Consulting10% Financial ConsultingBardon & Brackman is a small Accounting company headquartered in Dayton, Ohio. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dayton, OH
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80% Accounting20% Business ConsultingSkelley & Company is an Accounting company. Based in Dayton, Ohio, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
80% Accounting10% Business Consulting10% Financial ConsultingLloyd, Darner, Guenther, & Ellis is an Accounting company. The team specializes in Accounting and Business Consulting and is in Dayton, Ohio.
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UndisclosedUndisclosed2 - 9Centerville, OH
Services provided
70% Accounting30% Business ConsultingSugarcreek Consulting is an Accounting company. They offer Accounting and Business Consulting and are headquartered in Centerville, Ohio.
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UndisclosedUndisclosed2 - 9Centerville, OH
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100% AccountingSmall Accounting company Gates Kitze & Company, is headquartered in Centerville, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Springfield, OH
Services provided
50% Accounting50% StaffingARC Staffing Solutions, LLC. Is a small Accounting and Staffing company located in Springfield, Ohio and Huber Heights, Ohio. The team focuses on Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Marysville, OH
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90% Accounting10% Business ConsultingAccounting company Crippen & Associates was established in 2017. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Columbus, OH
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100% AccountingJC FINANCIAL CONCEPTS, LLC is a Columbus, Ohio-based Accounting company. They specialize in Accounting and were founded in 1997.
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UndisclosedUndisclosed2 - 9Columbus, OH
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20% Accounting50% IT Managed Services20% BI & Big Data Consulting & SI +1 service10% ERP Consulting and SISritech Global is an IT managed services company. The team is headquartered in Columbus, Ohio, and their services include IT managed services and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
20% Accounting10% Architectural Design10% Engineering +6 services10% Graphic Design10% Logistics & Supply Chain Consulting10% Marketing Strategy10% Social Media Marketing10% Trucking10% Video ProductionFaulks Resources International LLC is an Accounting company. The Dayton, Ohio-based agency offers Accounting and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Brice, OH
Services provided
20% Accounting20% Back Office Outsourcing20% Call Center Services +3 services20% Web Development10% HR Consulting10% RecruitingWebsite development company ASSIST Office Support Services LLC was founded in 2017. The small team offers Web Development and Call Center Services.
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UndisclosedUndisclosed10 - 49Tipp City, OH
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100% AccountingSee all 1 projectsAult Henderson & Lewis CPAs provide services including Tax Preparation and bookkeeping. Reviews highlight their reliability in handling taxes effectively, with clients noting they have never faced audits. The firm is appreciated for its strong communication through in-person meetings, phone calls, and emails, though some feedback suggests that services could be more cost-effective.
See All Locations (4)Tipp City, OH
1440 W. Main St.
Tipp City, OH 4537141 - 49
(937) 836-2163
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UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
40% Insurance Services & Brokers30% Commercial Financing30% Funding & InvestmentCREC is an Insurance Services & Brokers company launched in 2001. The firm provides Insurance Services & Brokers and Commercial Financing, and is small.
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UndisclosedUndisclosed50 - 249Columbus, OH
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35% Commercial Financing35% Funding & Investment30% Financial Advising & PlanningEstablished in 1999, Rockbridge Capital, LLC is a Commercial Financing company. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Columbus, OH
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25% Commercial Financing25% Funding & Investment20% Commercial Property Management +2 services20% Financial Advising & Planning10% Commercial DevelopmentIn Columbus, Ohio, RiverWest Partners is a Commercial Financing company. The team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Columbus, OH
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30% Commercial Financing30% Funding & Investment20% Financial Advising & Planning +2 services10% Business Consulting10% Financial ConsultingFootprint Capital, a Commercial Financing company, was launched in 2022. Based in Columbus, Ohio, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Dayton, OH
Services provided
20% Accounting20% Commercial Financing20% Financial Advising & Planning +2 services20% Funding & Investment20% Insurance Services & BrokersThe Private Investment Group is a Commercial Financing company. The small Dayton, Ohio-based team focuses on Commercial Financing and Accounting. The company was established in 2014.
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UndisclosedUndisclosed2 - 9Columbus, OH
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35% Commercial Financing35% Funding & Investment30% Financial Advising & PlanningTri-W Group is a Commercial Financing company. The Columbus, Ohio-based company was founded in 1912. Their services include Commercial Financing and Funding & Investment.
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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
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List of the Top 2 Columbus Financial Services Companies
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$1,000+$100 - $149 / hr10 - 49Columbus, OH
Ability to deliver
22.7/40.016.2/20 Reviews1.6/10 Clients & Experience4.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249Powell, OH
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Financial Advising & Planning50% Insurance Services & Brokers -
$1,000+$50 - $99 / hr10 - 49Columbus, OH
Ability to deliver
7.2/40.00/20 Reviews1.8/10 Clients & Experience5.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed1,000 - 9,999Columbus, OH
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed10 - 49Powell, OH
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed2 - 9Columbus, OH
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Columbus, OH
Ability to deliver
5.3/40.00/20 Reviews0.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$150 - $199 / hr2 - 9Westerville, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% Financial Advising & Planning75% Other -
$1,000+$50 - $99 / hr2 - 9Columbus, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosedFreelancerPickerington, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosedFreelancerColumbus, OH
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
15% Accounting85% Other -
$1,000+$300+ / hr50 - 249Newark, OH
Ability to deliver
8.7/40.00/20 Reviews3.7/10 Clients & Experience5/10 Market PresenceService focus
50% Accounting10% Financial Advising & Planning40% Other -
UndisclosedUndisclosed2 - 9Hilliard, OH
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr50 - 249Columbus, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$25 - $49 / hr10 - 49Columbus, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr2 - 9Columbus, OH
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other
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