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Top Financial Services Firms in Dallas

Ratings Updated: April 1, 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 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.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 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.
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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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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 specializes in comprehensive accounting services, including bookkeeping, financial reporting, tax preparation, and financial analysis. They are highly regarded, with 100% of reviews highlighting their timely delivery and excellent communication. Clients commend their efficiency and high-level attention to detail, with 83% noting their good value for cost and adaptability to client needs.

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Reviews mention Exceptional performance
Clients have consistently praised Pacific Accounting & Business Services for their exceptional performance, highlighting their clear communication and timely delivery of services. One client noted, 'The people truly care and are very friendly,' and emphasized their extensive knowledge and ability to exceed expectations. Overall, the sentiment reflects a strong satisfaction with the company's commitment to managing accounting effectively and enhancing visibility over business performance.

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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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 responsive
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View projects from:

Boynton Beach, Florida (1) Bakersfield, California (1) Boise, Idaho (1) Kahului, Hawaii (1) Honolulu, Hawaii (1) Anchorage, Alaska (1) Enoch, Utah (1)

This provider is fluent in 1 language:

English

This provider is available in 5 time zones:

India Standard Time (IST)

Hawaii Standard Time (HST)

Central Standard Time (CST)

Pacific Standard Time (PST)

Mountain Standard Time (MST)

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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 company specializing in lead generation, customer service support, and back-office functions. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their professionalism, on-time delivery, and alignment with client values. Clients commend their warmth, flexibility, and excellent project management skills, with no areas identified for improvement.

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Reviews mention Personable
Clients consistently highlight Afrishore BPO's personable approach, noting the warmth and friendliness of their team. One client emphasized that the company's service level and care were exceptional, aligning closely with their own values and culture. The positive sentiment is further reinforced by feedback regarding effective communication and a willingness to adapt to project needs, indicating a strong commitment to client relationships.

Customer Service Outsourcing for Fitness Startup

5.0 Mar 6, 2026

Their people are all so warm and friendly and you can tell their level of service and care to the work they do is exceptional. Their company values and culture really aligned with ours.
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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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Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Afrishore BPO's competitive pricing and excellent value for money. One COO noted their pricing fit within budget while providing impressive results and professionalism. Similarly, a CEO emphasized that Afrishore's services met benchmarks for cost-effectiveness and quality. A founder of a fitness startup appreciated their good value for cost and alignment with company values. Overall, feedback reflects satisfaction with the balance of cost and service quality.
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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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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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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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Dallas, TX

Dallas Parkway
Dallas, TX 75240
2 - 5

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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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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight BookkeeperLive's competitive pricing and strong value for money. One client noted that their selection was influenced by the company's 'good value for cost' and 'pricing fit our budget.' Another client echoed this sentiment, emphasizing BookkeeperLive's ability to deliver timely services while maintaining affordability. Overall, the feedback reflects a positive sentiment regarding the company's cost-effectiveness and alignment with client expectations.
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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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Reviews mention Trustworthy
Clients consistently express high levels of trust in L.V. Browne, CPA, highlighting their reliable service and expertise. One CEO noted that trusting the team allowed for business growth, while another client emphasized feeling secure knowing their company was in capable hands. Furthermore, timely communication and responsiveness to inquiries reinforce the sentiment of reliability, with clients feeling assured about their financial management and decision-making.

Accounting & Financial Consulting for Engineering Company

5.0 Aug 9, 2024

Being able to trust LV Browne and the accounting team has allowed me to free up time to work on other things in my business and has allowed my business to continue to grow rapidly. I know I can trust the end product, and anyone in L.V. Browne, CPA will take the time to educate me and answer questions so that I am comfortable signing important documents and making business decisions.
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Accounting & Bookkeeping Services for Crafting Supplies Provider

5.0 Apr 6, 2024

Projects always delivered promptly and on time. Extremely knowledgeable with any question we have had. I genuinely feel my company is in good hands with a trustworthy company.
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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
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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 Easy to work with
Clients have consistently noted that Profit Matters Bookkeeping is quick and easy to work with, highlighting effective communication and innovative approaches. For instance, a client mentioned, "Our communication has been fantastic" and praised the team for their responsiveness. Overall, the sentiment regarding their ease of collaboration is overwhelmingly positive, with only minor suggestions for improvement during the onboarding process.

Bookkeeping & Data Analysis for Outdoor Design Company

5.0 Nov 4, 2018

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

Fort Worth-based Valor Mineral Management specializes in digitizing oil and gas records, lease management, and royalty verification. Their meticulous approach and strong project management have improved data accuracy and operational efficiency for local oil and gas stakeholders.
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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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Swanson Reed | Specialist R&D Tax Advisors

4.9 8 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
In the past six months, feedback for Swanson Reed | Specialist R&D Tax Advisors has been overwhelmingly positive. A client praised their exemplary project management and technical literacy, noting that they secured a tax credit exceeding expectations, which accelerated product development. The team's understanding of engineering challenges was highlighted as a key strength. While a suggestion was made for a more integrated digital platform, the overall sentiment reflects satisfaction with their efficient communication and robust documentation processes.
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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

Less than $10,000 avg. project cost

Accounting PROJECT HIGHLIGHT

Financial Consulting & Audit for MedTech Company
5.0 — Swanson Reed | Specialist R&D Tax Advisors conducted a technical audit of a medtech company's R&D work. The team prepared technical narratives, calculated qualifying expenditures, and managed the Read more
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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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Apexvision Tax and Accounting Solutions

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Allen, TX

Services provided

100% Accounting

Apexvision Tax and Accounting Solutions, a small Accounting company, is in Allen, Texas. Their services include Accounting.
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