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Top Financial Services Firms in Dallas

Ratings Updated: June 11, 2026

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Dallas, TX

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency 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.

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Reviews mention Well-organized projects
Clients have consistently praised CSTMR for their well-organized project management. One client noted their effective communication through Basecamp, allowing for seamless project updates and approvals. Weekly video chats and detailed meeting summaries further enhance collaboration. The client expressed satisfaction with CSTMR's ability to maintain brand consistency while producing high-quality marketing materials with minimal direction. Overall, the sentiment is highly positive, highlighting CSTMR's organizational skills and proactive approach in managing client projects.

Marketing Strategy & Website Design for Bank

5.0 May 2, 2018

They’re very organized. About 3–4 times a week, we communicate through Basecamp, which allows us to exchange information on our projects, make changes, and approve them. Anytime I need marketing materials, I post the specs on Basecamp, and they design it, keeping the look and feel consistent with our brand. They also conduct a weekly video chat to provide status updates, and after the call, they compile a detailed review of the meeting, including pending projects and any next steps.
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Average Project Cost Breakdown

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

What Clients Have Said
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.
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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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View projects from:

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

This provider is fluent in 2 languages:

English

Spanish

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Dallas, TX

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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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 & leisure

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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Pacific Accounting & Business Services

4.9 10 reviews

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Premier Verified

$1,000+

Undisclosed

1,000 - 9,999

Irving, TX

Services provided

60% Accounting

25% Finance & Accounting Outsourcing (FAO)

15% Fractional CFO Services

Pacific Accounting & Business Services is a prominent provider of bookkeeping, tax preparation, financial reporting, and comprehensive accounting services. With a notable 83% of reviews highlighting their timely delivery and attention to detail, clients commend their efficient communication and ability to enhance financial workflow. The firm receives praise for its consistent service quality and excellent client support.

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Reviews mention Communicative
Client feedback consistently highlights Pacific Accounting & Business Services' strong communication skills. One client noted, "They communicate clearly at all times," while another emphasized their "high level of communication" and proactive engagement in discussions. Clients appreciated their responsiveness, with one stating, "When there are hiccups, good communications" were maintained. Overall, the sentiment regarding their communicative approach is overwhelmingly positive, reflecting a commitment to transparency and client satisfaction.

Accounting Services for Automotive Repair Co

5.0 Sep 3, 2025

They deliver as promised. They communicate clearly at all times. The people truly care and are very friendly. High knowledge of their craft. They always go beyond what I expect.
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Accounting Services for Auto Repair Company

5.0 Sep 2, 2025

The project management was effective; they delivered items on time, and when there are hiccups, good communications ensured everything stayed on track. We primarily communicated through virtual meetings and emails, which were efficient. They were always willing to work with us to develop solutions, showcasing their commitment to effective communication and collaboration.
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Outsourced Accounting for Business Services Company

5.0 Sep 15, 2025

Pacific Accounting & Business Services delivers on time and exceeds expectations. Our team had varied expectations, and some members were hesitant about entering into a contract with an offshore team. However, each person on the team has been incredibly pleased with Pacific Accounting & Business Services' work. We primarily communicate via Microsoft Teams. We also have weekly video chats and can communicate via Karbon. Pacific Accounting & Business Services' level of communication is incredibly high. The team has also made recommendations for processes or worksheets that we've implemented throughout our organization.
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5 of 6 Accounting reviews are 5 stars

6 new reviews for Accounting in past 6 months

$50,000 – $199,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Outsourced Accounting for Business Services Company
5.0 — Pacific Accounting & Business Services offers outsourced accounting services for a business services company's end clients. Tasks include data entry, bank reconciliations, cash applications, and Read more
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Industry Experience

Pacific Accounting & Business Services has demonstrated strong expertise across various industries, including Nonprofit, Retail, Financial Services, Automotive, and Business Services. Clients noted their efficiency, thorough communication, and ability to streamline financial processes, leading to improved workflows and timely reporting. Sentiment is overwhelmingly positive, particularly in Nonprofit and Automotive sectors, where the company is praised for its cultural alignment and attentive client service. This provider is well-suited for organizations seeking reliable bookkeeping and financial management support.
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Nonprofit Financial services Automotive Retail Business services

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More responsive than most other service providers

Pacific Accounting & Business Services is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Afrishore BPO

5.0 3 reviews
Premier Verified

$5,000+

< $25 / hr

250 - 999

Dallas, TX

Services provided

10% Accounting

50% Call Center Services

35% Customer Service Outsourcing +1 service

5% Marketing Strategy

Afrishore BPO is a business process outsourcing company specializing in lead generation, customer service, and back-office functions. Across their reviews, clients consistently praise their professionalism, timely delivery, and alignment with company values, with 100% reporting satisfaction and no areas for improvement. Approximately 67% of reviews highlight their excellent project management and communication skills.

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Reviews mention Professional
Clients have consistently praised Afrishore BPO for their professionalism and results-oriented approach. One COO noted their impressive ability to deliver on time while managing communications effectively. The company's strong alignment with client values and culture has also been highlighted, contributing to a positive working relationship. Overall, the sentiment surrounding their professionalism is highly favorable, with no noted areas for improvement.

Sales Outsourcing & Lead Generation for Data Science Company

5.0 Mar 6, 2026

We were impressed with Afrishore BPO’s professionalism and results-oriented approach.
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3 of 3 reviews are 5 stars

Unknown avg. project cost

Reviewed 3 times in the past 6 months
In the last six months, Afrishore BPO has received positive feedback for their professionalism and results-oriented approach. Clients highlighted successful outcomes, such as increased lead contact rates and 100% client retention. Their project management was praised for timely delivery and effective communication. Notable aspects included their cultural alignment with client values and flexibility in accommodating project needs. Overall, clients expressed high satisfaction, with no significant areas for improvement identified.
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Industry Experience

Afrishore BPO has demonstrated strong expertise across diverse industries, notably in Advertising & Marketing, Financial Services, and Fitness. Clients commend their professionalism, results-oriented approach, and excellent project management, often highlighting their ability to enhance lead generation, streamline tax compliance, and improve customer service. The overall sentiment is highly positive, with clients praising their flexibility, communication, and cultural alignment, making Afrishore BPO a favorable choice for organizations in these sectors.
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Fitness Advertising & marketing

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Dallas, TX

4615 Briar Oaks Circle
Dallas, TX 75287
2 - 5

+27 101 095 888

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DCG | CPA and Management Consulting Firm

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

50% Accounting

50% Fractional CFO Services

DCG | CPA and Management Consulting Firm specializes in Accounting Services, offering expertise in Bookkeeping, Tax Preparation, Financial Analysis, and CFO roles. Reviews highlight their effective project management, with 100% of clients praising their timely delivery and comprehensive financial support. Clients commend DCG’s exceptional expertise and reliable 24/7 support, noting improved financial operations and compliance.

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Reviews mention Timely
Clients consistently express satisfaction with DCG | CPA and Management Consulting Firm's timely delivery of services. One client highlighted that deliverables were completed on time and noted the firm's quick responsiveness to requests. They appreciated the continuous support provided by a team of experts, which ensured that financial operations were never stalled. Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating that DCG meets or exceeds client expectations in this area.

Accounting Services for Nonprofit Health Clinic

5.0 Aug 7, 2023

Delivered on time and as expected. They respond very quickly to items and follow through on the deliverables.
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2 of 2 Accounting reviews are 5 stars

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounting Services for Nonprofit Health Clinic
5.0 — DCG | CPA and Management Consulting Firm oversees the financial aspects of a nonprofit health clinic. The team manages accounts payable, payroll, monthly reporting, cash flow forecasting, and more. Read more
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Industry Experience

DCG | CPA and Management Consulting Firm has received positive feedback across various industries, particularly in Healthcare and Advertising & Marketing. Clients commend their expertise in financial management, including tax preparation and cash flow forecasting, highlighting their ability to streamline financial operations. In Healthcare, they facilitate comprehensive financial oversight for nonprofits, while in Advertising, they ensure compliance and effective financial modeling. Overall, the firm is recognized for its responsiveness, cultural fit, and impact on enhancing financial health.
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Healthcare Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight DCG | CPA and Management Consulting Firm's competitive pricing and overall value for money. One client noted that their pricing fit within budget while providing 'great value for cost.' Another emphasized the firm's superior service compared to previous financial providers, stating they are 'far and above better.' Overall, feedback reflects a strong sentiment regarding the firm's ability to deliver quality services at reasonable rates.
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BookkeeperLive

5.0 3 reviews

$1,000+

Undisclosed

10 - 49

Dallas, TX

Services provided

50% Accounting

20% Back Office Outsourcing

20% Finance & Accounting Outsourcing (FAO) +1 service

10% Tax Law

BookkeeperLive is a company specializing in accounting services, including bookkeeping and financial statement preparation. Based on the reviews, 100% of the feedback is positive, highlighting their timely processing of invoices and exceptional responsiveness. Clients appreciate their capability to efficiently manage accounts payable across different time zones.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$10,000 – $49,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Accounts Payable Services for Printing Company
5.0 — BookkeeperLive provides accounts payable services for a printing company. The team has processed invoices and managed communications. Read more
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Industry Experience

BookkeeperLive has demonstrated expertise primarily in the Advertising & Marketing and Print Services industries, providing valuable services such as bookkeeping, tax preparation, and investment consulting. Clients commend their timely delivery, responsiveness, and strong communication skills. Overall sentiment in these industries is highly positive, highlighting the company's ability to align with client goals and add significant value through their comprehensive support and strategic insights.
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Advertising & marketing Other industries

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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

In Dallas, BookkeeperLive is highly regarded for quick business registration, ongoing bookkeeping, and tax solutions. Clients appreciate their proactive advice on investments and financial planning, along with reliable, on-time service. The team’s holistic approach and responsiveness stand out.
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L.V. Browne, CPA

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Richardson, TX

Services provided

100% Accounting

L.V. Browne, CPA is an accounting services firm specializing in Tax Preparation, Bookkeeping, and Financial Reporting. They are praised for their reliable service, effective communication, and personalized financial guidance, with 100% positive feedback from clients noting improved business management and financial health. Clients appreciate direct access to leadership and timely delivery of services.

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Industry Experience

L.V. Browne, CPA has demonstrated strong expertise in diverse industries, notably Engineering and Retail. Clients from the Engineering sector commend their tax preparation and financial reporting, highlighting significant business growth. Retail clients appreciate their efficient bookkeeping and tax management, especially in resolving past overpayments. Overall, feedback emphasizes their professionalism, timely communication, and a personalized approach, making them a suitable partner for businesses needing reliable financial management across these industries.
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Engineering Retail

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients of L.V. Browne, CPA consistently report satisfaction with the company's pricing and overall value. One CEO noted that the firm's pricing fit their budget and provided great value, contributing to significant business growth. Another client emphasized the ease of managing taxes and bookkeeping, stating that they felt their company was in good hands. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of services provided by L.V. Browne, CPA.
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More responsive than most other service providers

L.V. Browne, CPA is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Texas clients from Dallas and Grand Prairie commend L.V. Browne, CPA for reliable bookkeeping, tax management, and business advice. Their proactive communication and deep knowledge support diverse industries, from engineering to crafts, ensuring efficient financial processes and business growth in the local market.
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REVMAVENS

4.7 3 reviews

$1,000+

< $25 / hr

50 - 249

Carrollton, TX

Services provided

15% Accounting

40% Back Office Outsourcing

30% IT Staff Augmentation +1 service

15% Trucking

GravityBPO is a direct marketing and telemarketing service provider that excels in generating leads. Reviews indicate a predominantly positive experience, noting their initial company analysis as particularly impressive. However, there is room for improvement in expanding their team. Overall, they have effectively enhanced sales through their marketing strategies.

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Industry Experience

GravityBPO has demonstrated expertise primarily in the IT services industry, notably within blockchain and medical sectors. Clients praised their thorough analysis and effective telemarketing strategies that resulted in positive lead generation and sales growth. Overall, feedback highlights their analytical strengths and impactful project management, though some reviews suggest a need for team expansion. Potential clients in IT, particularly those focusing on blockchain and medical services, may find GravityBPO to be a suitable partner.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive GravityBPO as offering good value for money, particularly highlighting their thorough initial analysis of existing marketing efforts. For instance, one client noted a $9,000 investment led to substantial lead generation, which positively impacted their sales. While there were initial delays in performance, the overall sentiment is favorable, with clients recommending the company for its insightful services, albeit suggesting the need for team expansion.
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Carrollton, TX

2668 Waterford Way, Carrollton TX 75006
Carrollton, TX 75006
6 - 9

14094397100

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Flexport

4.0 1 review

Undisclosed

Undisclosed

1,000 - 9,999

Dallas, TX

Services provided

50% Insurance Services & Brokers

30% Logistics & Supply Chain Consulting

20% Ocean Freight

Flexport is a logistics and supply chain company specializing in US customs brokerage and international forwarding services. Reviewers highlight Flexport's advanced use of AI and machine learning, leading to 20%-30% cost savings for clients. Their intuitive portal offers high shipment visibility and facilitates collaborative processes, although some users note limited direct human interaction. Overall, Flexport has received predominantly positive feedback for their efficiency and innovative systems.

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Industry Experience

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

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Average Project Cost Breakdown

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

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

2121 N. Pearl St Suite 300 Dallas
Dallas, TX 75201
151 - 200

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Calvetti Ferguson

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

20% Accounting

60% Compliance Consulting

5% Business Consulting +3 services

5% Business Valuation Services

5% Finance & Accounting Outsourcing (FAO)

5% IT Strategy Consulting

Calvetti Ferguson is a Compliance Consulting company. They were established in 2003 and provide Compliance Consulting and Accounting.
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Dallas, TX

2200 Ross Ave, Suite 3850
Dallas, TX 75201
21 - 30

(972) 848-6600

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Skytale Group

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Dallas, TX

Services provided

25% Accounting

25% Commercial Financing

25% Financial Advising & Planning +1 service

25% Insurance Services & Brokers

Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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BusinessFormation.io

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

25% Corporate Law

25% Market Research

25% PEO/Employee Leasing +3 services

10% Insurance Services & Brokers

10% Product Marketing

5% Document Digitization & Management

Market Research company BusinessFormation.io offers Market Research and Corporate Law. They are located in Dallas, Texas and Miami, Florida.
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Profit Matters Bookkeeping

5.0 2 reviews

Undisclosed

$50 - $99 / hr

2 - 9

Grapevine, TX

Services provided

87% Accounting

10% Finance & Accounting Outsourcing (FAO)

3% Business Consulting

Profit Matters Bookkeeping is an accounting services firm specializing in bookkeeping, financial analysis, and CFO services. Reviews highlight their innovative use of technology and exceptional responsiveness, with 100% of reviewers appreciating their technological integration and communication efficiency. Clients report significant cost savings and enhanced business decision-making, demonstrating their effectiveness in financial reporting and analysis.

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Reviews mention Innovative
Profit Matters Bookkeeping has received positive feedback regarding their innovative approach and technology-centric solutions. A client noted their ability to streamline bookkeeping and enhance data analysis, emphasizing their quick and easy collaboration. Overall sentiment reflects satisfaction with their services, though there is a minor suggestion for improvement in the onboarding process.

Bookkeeping & Data Analysis for Outdoor Design Company

5.0 Nov 4, 2018

What did you find most impressive about this company? They are innovative and technology-centered. They are quick and easy to work with.
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Industry Experience

Profit Matters Bookkeeping has demonstrated expertise primarily in the IT Services and Construction industries. Feedback highlights their innovative use of technology, responsiveness, and ability to streamline bookkeeping processes, resulting in improved financial decision-making for clients. In IT Services, they effectively utilize automation and AI tools to enhance efficiency, while in Construction, they focus on data analysis to drive cost savings. Overall, clients express high satisfaction, indicating a strong fit for businesses looking for tech-savvy bookkeeping solutions.
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IT Services Construction

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Profit Matters Bookkeeping express strong satisfaction with the company's value for money, noting that their costs are competitive and often lower than previous bookkeeping arrangements. For instance, one client transitioned from spending $500 to $2,400 per month for enhanced services while still saving overall. Another client started at $400 per month and has appreciated the innovative, technology-driven approach and personalized service. Overall, the sentiment reflects a positive assessment of cost-effectiveness and added value.
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2 of 2 Dallas-based reviews are 5 stars

Less than $10,000 avg. project cost for Accounting services in Dallas

Accounting project highlight

Bookkeeping & CFO Services for Software Development Company
5.0 — Profit First handles bookkeeping and provides financial consulting. They’ve identified areas of overspending, reviewed work done by a previous bookkeeper, and introduced AI and machine learning Read more
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Citizens Public Adjusters

5.0 1 review

$25,000+

Undisclosed

2 - 9

Dallas, TX

Services provided

70% Insurance Services & Brokers

30% Insurance Law

Citizens Public Adjusters specializes in managing complex insurance claims for business properties, particularly those affected by severe weather damage. Reviews highlight the company’s expertise in insurance claims, their detailed approach, and effective negotiation skills, resulting in substantial settlements for their clients. The overall feedback underscores their attentiveness, professionalism, and strong communication practices.

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Aspen HR

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dallas, TX

Services provided

25% Accounting

25% HR Consulting

25% HR Outsourcing +1 service

25% PEO/Employee Leasing

Aspen HR is an Accounting company. Their midsize team is located in Walnut Creek, California and Chicago, Illinois. Their services include Accounting and PEO/Employee Leasing.
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Dallas, TX

200 Crescent Court
Dallas, TX 75201
2 - 5

(972) 362-1842

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Accurate Business Consulting

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Dallas, TX

Services provided

20% Accounting

20% Back Office Outsourcing

20% Finance & Accounting Outsourcing (FAO) +2 services

20% Financial Advising & Planning

20% Fractional CFO Services

Accurate Business Consulting is a midsize Back Office Outsourcing company. They focus on Back Office Outsourcing and Finance & Accounting Outsourcing (FAO) and were established in 2015.
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CMH Advisors, PLLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Accounting

30% Financial Advising & Planning

20% Finance & Accounting Outsourcing (FAO) +2 services

15% Business Consulting

15% Financial Consulting

CMH Advisors, PLLC is a Financial Advising & Planning company. Located in Dallas, Texas, the agency focuses on Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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Riveron

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Dallas, TX

Services provided

20% Accounting

70% Business Consulting

10% ERP Consulting and SI

Business Consulting company Riveron was founded in 2006. The team specializes in Business Consulting and Accounting and is located in Dallas, Texas.
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FORVIS

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Dallas, TX

Services provided

50% Accounting

25% Business Consulting

15% Finance & Accounting Outsourcing (FAO) +1 service

10% Cybersecurity

FORVIS is an Accounting company established in 1923. Their team offers Accounting and Business Consulting.
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Dallas, TX

14241 Dallas Pkwy Suite 1100
Dallas, TX 75254
101 - 150

972-702-8262

Dallas, TX

3090 Nowitzki Way, Suite 300
Dallas, TX 75219
41 - 49

9728454631

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Gurian CPA, PLLC

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

80% Accounting

10% Business Consulting

10% Financial Consulting

Gurian CPA, a Dallas CPA firm, tax accountancy and business advisory founded to fill a void in the accounting services area. The firm’s approach is to work with you throughout the year – not
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Capital Concepts

Not yet reviewed

$1,000+

< $25 / hr

50 - 249

Irving, TX

Services provided

25% Commercial Brokerage Services

25% Commercial Financing

25% Financial Advising & Planning +1 service

25% Insurance Services & Brokers

Capital Concepts is a Commercial Brokerage Services company. In Houston, Texas and Irving, Texas, their team offers Commercial Brokerage Services and Commercial Financing.
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Irving, TX

106 Decker Court
Irving, TX 75062
41 - 49

(713) 651-9500

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Infinity Realty Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Mesquite, TX

Services provided

50% Commercial Brokerage Services

50% Financial Advising & Planning

Commercial Brokerage Services and Financial Advising & Planning company Infinity Realty Group was launched in 2017. The team offers Commercial Brokerage Services and Financial Advising & Planning.
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New Life CFO

Not yet reviewed

$5,000+

$200 - $300 / hr

2 - 9

Dallas, TX

Services provided

25% Accounting

50% Finance & Accounting Outsourcing (FAO)

25% Commercial Financing

New Life CFO is a Finance & Accounting Outsourcing (FAO) company. Their small team is headquartered in Dallas, Texas. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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Infinity Globus - a springline company

Not yet reviewed

$1,000+

< $25 / hr

250 - 999

Dallas, TX

Services provided

45% Accounting

35% Finance & Accounting Outsourcing (FAO)

20% Tax Law

Infinity Globus - a springline company is an Accounting company. Located in Dallas, Texas, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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bshaccounting

Not yet reviewed

Undisclosed

$25 - $49 / hr

2 - 9

Dallas, TX

Services provided

35% Accounting

35% Business Consulting

30% Finance & Accounting Outsourcing (FAO)

Business Consulting company bshaccounting is in Dallas, Texas. Established in 2000, the team specializes in Business Consulting and Accounting.
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East 57th Street Partners

Not yet reviewed

$5,000+

Undisclosed

10 - 49

Dallas, TX

Services provided

70% Accounting

20% Business Consulting

10% Financial Consulting

East 57th Street Partners, a small Accounting company, is based in Dallas, Texas. The team provides Accounting and Business Consulting.
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Lineal CPA

Not yet reviewed

$10,000+

$200 - $300 / hr

2 - 9

Dallas, TX

Services provided

20% Accounting

30% Financial Consulting

25% ERP Consulting and SI +1 service

25% Fractional CFO Services

Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.
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Dallas, TX

3838 Oak Lawn Ave, Suite 1000
Dallas, TX 75219
6 - 9

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OverlayAnalytics

Not yet reviewed

$5,000+

$300+ / hr

10 - 49

Dallas, TX

Services provided

35% BI & Big Data Consulting & SI

20% ERP Consulting and SI

15% Financial Advising & Planning +3 services

10% CRM Consulting and SI

10% Custom Software Development

10% ECM Consulting and SI

OverlayAnalytics, a big data analytics company, offer BI & big data consulting & SI and ERP consulting and SI. They were founded in 2018.
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SBA Loan Consultant steveandburns

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

50% Business Consulting

50% Financial Advising & Planning

SBA Loan Consultant steveandburns is a small Dallas, Texas-based Business Consulting and Financial Advising & Planning company. The team provides Business Consulting and Financial Advising &
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CINCO Auto Insurance

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Garland, TX

Services provided

100% Insurance Services & Brokers

Insurance Services & Brokers company CINCO Auto Insurance is located in Garland, Texas. Founded in 1988, the team specializes in Insurance Services & Brokers.
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Accountant Ally

Not yet reviewed

$1,000+

< $25 / hr

2 - 9

Dallas, TX

Services provided

100% Accounting

Accounting company Accountant Ally is located in Dallas, Texas. Their services include Accounting.
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AsertaLoans

Not yet reviewed

$75,000+

$150 - $199 / hr

250 - 999

Dallas, TX

Services provided

100% Financial Advising & Planning

Financial Advising & Planning company AsertaLoans was established in 2019. The team provides Financial Advising & Planning.
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Sharma Strategy Group

Not yet reviewed

$250,000+

$300+ / hr

10 - 49

Dallas, TX

Services provided

50% Business Consulting

25% Financial Advising & Planning

25% Financial Consulting

Sharma Strategy Group is a Business Consulting company. Established in 2010, the team specializes in Business Consulting and Financial Advising & Planning. The company is in Dallas, Texas.
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Digital Wealth Partners

Not yet reviewed

$100,000+

Undisclosed

50 - 249

Dallas, TX

Services provided

40% Digital Asset Management

40% Financial Advising & Planning

20% Financial Consulting

Founded in 2024, Digital Wealth Partners is a midsize Dallas, Texas-based Financial Advising & Planning company. Their team offers Financial Advising & Planning and Digital Asset Management.
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MB Accounting

Not yet reviewed

$1,000+

$200 - $300 / hr

10 - 49

Irving, TX

Services provided

40% Accounting

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting +3 services

10% Business Continuity Management

10% Finance Law

10% Financial Consulting

Small Accounting company MB Accounting, is based in Irving, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Valor Mineral Management

5.0 1 review

$10,000+

$150 - $199 / hr

10 - 49

Fort Worth, TX

Services provided

50% Accounting

50% Business Consulting

Valor Mineral Management is a company specializing in oil and gas record management and digitization services. Reviewers unanimously praise their expertise in streamlining processes and improving business efficiency, with 100% positive feedback highlighting their excellent project management and record organization capabilities. Valor Mineral Management is recommended for businesses seeking efficient management of extensive mineral and lease records.

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Industry Experience

Valor Mineral Management has received positive feedback primarily from the Energy & Natural Resources sector. Clients highlight their expertise in digitizing historical records for oil and gas operations, resulting in increased efficiency and accurate data management. Their strengths lie in project management, accuracy in lease negotiations, and thoroughness in recordkeeping. Overall, the sentiment is highly favorable, making them a strong fit for clients needing solutions in the oil and gas industry.
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Energy & natural resources

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Valor Mineral Management's cost-effectiveness, particularly highlighting the significant value derived from their services. One client noted that the digitization of over 100 years of records has greatly improved operational efficiency and accuracy. Additionally, the project management was described as excellent, with no reported areas for improvement. Overall, clients feel that Valor delivers substantial value for the investment, particularly for those needing extensive recordkeeping.
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Review Rating from Clients

5.0/5.0

Quality

5.0

Schedule

5.0

Cost

5.0

Willing to Refer

5.0

Clients in Fort Worth praise Valor Mineral Management for their comprehensive digitization of century-old oil and gas records, improving data accuracy and operational efficiency. Their team’s expertise in lease review and mineral management ensures reliable, streamlined solutions for oil and gas companies.
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3gistix

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

20% Accounting

20% CRM Consulting and SI

20% Customer Service Outsourcing +2 services

20% E-Commerce Development

20% IT Managed Services

Founded in 2009, 3gistix, a small CRM consulting and SI company, is based in Dallas, Texas. Their team focuses on CRM consulting and SI and IT managed services.
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QBOOKSHUB

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Garland, TX

Services provided

50% Accounting

30% Financial Advising & Planning

20% Business Consulting

QBOOKSHUB is a -based Accounting company. They focus on Accounting and Financial Advising & Planning.
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Med Tech Coverage

Not yet reviewed

$75,000+

$100 - $149 / hr

50 - 249

Dallas, TX

Services provided

100% Insurance Services & Brokers

Med Tech Coverage is an Insurance Services & Brokers company. They are based in Dallas, Texas, and their services include Insurance Services & Brokers.
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Swanson Reed | Specialist R&D Tax Advisors

5.0 18 reviews

$25,000+

< $25 / hr

10 - 49

Fort Worth, TX

Services provided

100% Accounting

Swanson Reed | Specialist R&D Tax Advisors is a consultancy firm specializing in R&D tax advisory services. They are highly regarded for their technical expertise, particularly in the medical technology sector, securing substantial tax credits that exceeded client expectations by 18%. Clients appreciate their exemplary project management and technical literacy, with positive feedback present in 100% of reviews.

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1 of 1 reviews is 5 stars

1 new review for Accounting services

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for Swanson Reed | Specialist R&D Tax Advisors highlights their exemplary project management and technical expertise, particularly in the medical technology sector. Clients noted a successful tax credit claim that exceeded expectations, with one client achieving 18% more in R&D offsets than anticipated. Communication was praised for clarity and efficiency. While a digital platform for real-time tracking was suggested, overall sentiment remains highly positive regarding their service quality and understanding of technical challenges.
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Industry Experience

Swanson Reed | Specialist R&D Tax Advisors has demonstrated strong expertise in the medical industry, particularly in remote patient monitoring and diagnostic software development. Clients commend their technical literacy and meticulous project management, leading to significantly higher R&D tax credits. The overall sentiment is positive, emphasizing their ability to navigate complex technical challenges effectively. Their strengths include detailed technical audits and clear communication, making them a valuable partner for healthcare technology companies seeking tax incentive support.
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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently noted that Swanson Reed offers exceptional value for money, with one CTO highlighting that their pricing fit within budget while delivering good value. The successful claim of 18% more in R&D offsets than anticipated further underscores their effectiveness in maximizing financial returns. Overall, the sentiment reflects satisfaction with the cost-effectiveness of their services, demonstrating a strong alignment between pricing and the value provided.
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XTGlobal

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Plano, TX

Services provided

10% Accounting

30% Application Testing

30% Cloud Consulting & SI +1 service

30% IT Managed Services

XTGlobal is a cloud consulting & SI company established in 1998. Based in Plano, Texas and Nanakaramguda, India, the team provides cloud consulting & SI and IT managed services.
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A2 AutoCare

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

Plano, TX

Services provided

10% Accounting

75% Business Consulting

15% Business Valuation Services

Founded in 2019, A2 AutoCare is a Business Consulting company. The small team focuses on Business Consulting and Business Valuation Services.
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BillingFreedom

Not yet reviewed

$1,000+

$25 - $49 / hr

50 - 249

Frisco, TX

Services provided

90% Accounting

10% Generative AI

BillingFreedom is a midsize Accounting company founded in 2018. Their services include Accounting and Generative AI.
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Great American Credit Repair

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

50% Financial Advising & Planning

50% Financial Consulting

Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
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Dallas, TX

1910 Pacific Avenue
Dallas, TX 75201
1

+18177042100

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HireEffect™

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Frisco, TX

Services provided

20% Accounting

40% Finance & Accounting Outsourcing (FAO)

20% HR Outsourcing +1 service

20% Recruiting

Finance & Accounting Outsourcing (FAO) company HireEffect™ is located in Frisco, Texas. Established in 2007, the team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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Intellgus - Outsourcing Accounting Company

5.0 1 review

$5,000+

$25 - $49 / hr

50 - 249

Allen, TX

Services provided

100% Accounting

Intellgus is a trusted outsourced accounting company in the USA, helping businesses of all sizes streamline their financial operations with precision and care. With a dedication to excellence, we
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Jones Square Financial Services

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Plano, TX

Services provided

80% Accounting

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Jones Square Financial Services, a small Accounting company, is based in Plano, Texas. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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CapRock Finance

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Carrollton, TX

Services provided

50% Commercial Financing

25% Financial Advising & Planning

25% Financial Consulting

CapRock Finance is a Carrollton, Texas-based Commercial Financing company. They offer Commercial Financing and Financial Advising & Planning and were established in 2025.
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EnergyCore Merchant Services

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Dallas, TX

Services provided

100% Financial Advising & Planning

EnergyCore Merchant Services is a Financial Advising & Planning company. The Dallas, Texas-based agency provides Financial Advising & Planning.
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Walton CPA PC

Not yet reviewed

$1,000+

Undisclosed

2 - 9

Plano, TX

Services provided

100% Accounting

Walton CPA PC is an Accounting company launched in 1996. The team offers Accounting and is based in Plano, Texas.
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Sankalp Title

Not yet reviewed

$1,000+

$25 - $49 / hr

10 - 49

Frisco, TX

Services provided

70% Insurance Services & Brokers

30% Business Consulting

Sankalp Title is an Insurance Services & Brokers company founded in 2022. The company provides Insurance Services & Brokers and Business Consulting.
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Auction Flippers, LLC

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Heath, TX

Services provided

30% Other Marketing

20% Commercial Brokerage Services

20% E-Commerce Development +2 services

20% Financial Advising & Planning

10% Web Design

Auction Flippers, LLC is an Other Marketing company. Headquartered in Heath, Texas, the company was founded in 2009. Their team provides Other Marketing and E-Commerce Development.
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Reviewed 3 times in the past 6 months

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