Top Financial Planning Firms

Ratings Updated: October 23, 2026

We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust

Rise Accounting

4.9 30 reviews

Verified

Undisclosed

Undisclosed

50 - 249

London, England

Services provided

25% Financial Advising & Planning

25% Accounting

25% Finance & Accounting Outsourcing (FAO) +1 service

25% Fractional CFO Services

Rise Accounting is a financial advisement and planning company specializing in comprehensive accounting services, including bookkeeping, tax management, and financial reporting. Their reviews reflect a 100% positive sentiment, with clients consistently praising their responsiveness, flexibility, and professionalism. Notably, 80% of reviewers mention the company's strong alignment with client values and cost-effectiveness.

See all 30 projects
Reviews mention Flexible
Clients frequently commend Rise Accounting for their flexibility and responsiveness. One client noted their 'extremely flexible and constructive' approach to optimizing resources, while another emphasized their 'dynamic and flexible' adjustment to project needs. Overall, the sentiment reflects a strong appreciation for the company's ability to adapt to client requirements, enhancing the collaborative experience in various projects.

Bookkeeping Services for Software Development Company

5.0 Aug 1, 2025

I’m impressed with how dynamic and flexible they are in adjusting to my project’s needs. I also find their expansion into other countries impressive, and I’ll definitely use it.
Read Full Review

Accounting & Financial Consulting for Restaurant

5.0 Aug 4, 2025

Advise on tax planning, growth and risks ahead of time. Flexible and scalable services focusing on details and making sure our books are up to date.
Read Full Review

Accounting Services for Preventative Healthcare Insights Co

5.0 Aug 6, 2025

We've had a great experience with Jump (now Rise) including with the R&D tax credits. They run our general ledger and payroll efficiently and are extremely flexible and constructive with ways to optimize resources and take advantage of any available benefits. They demonstrate responsiveness and flexibility, which are appreciated in the entrepreneurial sphere.
Read Full Review

Read All Reviews

Was this helpful?
Average Project Cost Breakdown

Less than $10,000 (7) $10,000 to $49,000 (3)

What Clients Have Said
Clients consistently highlight Rise Accounting's competitive pricing and excellent value for money. Positive feedback includes remarks such as 'pricing fit our budget' and 'good value for cost,' indicating satisfaction with the services provided relative to their expenses. Many clients noted the company's responsiveness and timely delivery, which further enhances their perceived value. Overall, the sentiment is overwhelmingly positive, with clients expressing contentment with the quality of service received for the price paid.
Read All Reviews

Was this helpful?

More responsive than most other service providers

Rise Accounting is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

View projects from:

England (21) Wales (1)

Was this helpful?
View Profile Visit Website
SoftPak Financial Systems, Inc

5.0 8 reviews

Verified

$75,000+

$25 - $49 / hr

50 - 249

Wayland, MA

Services provided

50% Financial Advising & Planning

50% Custom Software Development

SoftPak Financial Systems, Inc is a Financial Advising and Planning company known for its strategic investment advisory and wealth management services. They received 100% positive feedback, with clients praising their ability to forecast trends and align financial solutions with strategic visions, ensuring projects are both under budget and ahead of schedule.

See all 8 projects
1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for Hospitality Mgmt Company
5.0 — SoftPak Financial Systems, Inc created a multi-year financial plan for a hospitality management firm's resort renovation and hotel acquisition projects. They also outlined ROI projections and Read more
Read 1 Review

Was this helpful?

Industry Experience

SoftPak Financial Systems, Inc. has garnered positive feedback across various industries, including Hospitality & Leisure, Financial Services, and Telecommunications. In Hospitality, they excelled in financial planning and project management, leading to increased bookings and brand prominence. In Financial Services, their custom compliance and risk management solutions improved risk assessment and operational efficiency. Within Telecommunications, their IT staff augmentation significantly enhanced product development and connectivity, fostering innovation. Overall, they are praised for their expertise, responsiveness, and ability to integrate seamlessly with client teams.
Read All Reviews

Select Industry to see insights

Hospitality & leisure Financial services Telecommunications

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
SoftPak Financial Systems, Inc is consistently praised for its competitive pricing and overall value for money. Clients highlight that the company's pricing aligns well with their budgets, offering good value for the services provided. For instance, one client noted that SoftPak's pricing fit their budget while delivering high-quality outcomes, such as improved financial planning accuracy and operational efficiency. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and quality.
Read All Reviews

Was this helpful?
View projects from:

United States (2) Australia (1) England (1)

This provider is fluent in 4 languages:

English

Arabic

Hindi

Spanish

This provider is available in 1 time zone:

Eastern Standard Time (EST)

Was this helpful?
View Profile Visit Website
MaxSource Private Limited

5.0 3 reviews

Verified

Undisclosed

< $25 / hr

10 - 49

Vadodara, India

Services provided

10% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO)

10% Accounting +10 services

10% Back Office Outsourcing

10% IT Managed Services

10% PEO/Employee Leasing

5% Document Digitization & Management

5% Employer of Record (EOR) Services

5% Financial Consulting

5% Fractional CFO Services

5% HR Outsourcing

5% Other IT Consulting and SI

5% Staffing

MaxSource Private Limited is a versatile service provider specializing in web development, research, and eCommerce support. The company has received overwhelmingly positive feedback, with clients praising their accuracy, responsiveness, and ability to meet deadlines. Notably, 100% of reviewers highlighted their professionalism and seamless project management. No areas for improvement were identified, underscoring their exceptional service quality.

See all 3 projects
Reviews mention Understands their clients' needs
MaxSource Private Limited has received positive feedback for their keen understanding of client needs, as highlighted by a client who noted their swift comprehension of project requirements. The client emphasized the company's ability to manage over 60 steps for an eCommerce launch with minimal errors and remarked that they will engage the vendor again, indicating strong satisfaction with the service provided.

Website Deployment for E-Commerce Service Provider

5.0 Jul 13, 2022

They understood everything so quickly.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

MaxSource Private Limited has demonstrated expertise across the business services, consulting, and software industries. Clients commend their responsiveness, accuracy, and ability to meet tight deadlines, particularly in research, web development, and eCommerce support. Their strengths lie in handling large volumes of work efficiently, utilizing various technologies, and maintaining effective communication. Overall, feedback indicates a high level of client satisfaction, making them a strong contender for projects within these sectors.
Read All Reviews

Select Industry to see insights

Consulting Business services Software

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (2) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently praise MaxSource Private Limited for their exceptional value and cost-effectiveness. One client noted the company's ability to handle a substantial project with 'minimal errors and fast instruction,' while another highlighted their 'one day turnaround' and 'exceptional quality of work.' Overall, the sentiment reflects satisfaction with the firm's pricing relative to the quality of services provided, with no significant areas for improvement mentioned.
Read All Reviews

Was this helpful?
View Profile Visit Website

Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

Get My Matches

Avignon Global LLC

5.0 2 reviews

Verified Clutch Guarantee

$1,000+

< $25 / hr

10 - 49

Services provided

10% Financial Advising & Planning

20% Corporate Law

20% Finance Law +6 services

10% Accounting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Consulting

10% Intellectual Property Law

5% Digital Asset Management

5% Employer of Record (EOR) Services

Avignon Global LLC is a Financial Advising and Planning company specializing in financial reporting, tax planning, and bookkeeping services. The company's strategic advisory services have notably saved clients substantial amounts, with 100% of reviewers highlighting significant financial benefits and error reduction. Clients consistently praise their reliability and high-quality work, resulting in a 100% satisfaction rate.

See all 2 projects

1 of 1 reviews is 5 stars

1 new review for Financial Advising & Planning services

$50,000 – $199,999 avg. project cost

Reviewed 1 time in the past 6 months
Avignon Global LLC has received positive feedback for its financial services, particularly in cleaning up books and tax planning. A client noted significant savings of around $500,000 due to their effective strategies and reliable project management. The team is praised for delivering high-quality work on time and maintaining effective communication throughout the engagement. Overall, clients express satisfaction with the value provided, indicating a strong fit for ongoing financial needs.
Read 1 Recent Review

Was this helpful?

1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting for E-Commerce Company
5.0 — Avignon Global LLC provides accounting services for an e-commerce company. The team also provides tax planning for the next five years. In addition, Avignon Global LLC provides financial reporting Read more
Read 1 Review

Was this helpful?

Industry Experience

Avignon Global LLC has demonstrated expertise primarily in the retail industry, specifically within e-commerce. Clients have commended their proficiency in financial management, particularly in cleaning up financial records and tax planning. The feedback highlights Avignon Global LLC's reliability, quality of work, and the significant financial benefits they have provided, including substantial cost savings. Overall, they are well-suited to support businesses seeking robust financial solutions and tax strategies.
Read All Reviews

Select Industry to see insights

Retail

Was this helpful?

View Profile Visit Website
Mortar Group

5.0 1 review

Verified

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Services provided

10% Financial Advising & Planning

60% Commercial Development

30% Funding & Investment

Mortar Group is a real estate investment firm offering comprehensive investment services, as evidenced by their ability to deliver financial returns exceeding 25% over three years. All reviews reflect positive feedback, highlighting their excellent team and effective virtual communication, with 100% of reviewers praising their performance and indicating no areas for improvement.

See all 1 projects

1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent client feedback highlights Mortar Group's effectiveness in enhancing real estate return performance, achieving over 25% financial returns within three years. Clients praise the team's professionalism and communication, primarily through virtual meetings. The ongoing engagement since January 2026 reflects a strong partnership, with clients noting no areas for improvement. Overall sentiment is highly positive, emphasizing Mortar Group's capability and the quality of its personnel.
Read 1 Recent Review

Was this helpful?

Industry Experience

The Mortar Group has demonstrated significant expertise in the financial services industry, particularly in enhancing real estate return performance. Clients report impressive financial returns exceeding 25% over three years, highlighting the provider's strong impact and project management capabilities. Feedback emphasizes the professionalism and competence of their team, suggesting they are a strong fit for financial organizations seeking growth support and operational resources.
Read All Reviews

Select Industry to see insights

Financial services

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Mortar Group's cost-effectiveness, highlighting a return on investment exceeding 25% within three years. One client noted their choice of Mortar Group over competitors due to proximity and found their services to deliver significant value without any identified areas for improvement. Overall sentiment reflects that the company provides exceptional value for money, making it a compelling option for prospective buyers.
Read All Reviews

Was this helpful?

View Profile Visit Website
House of Bookkeepers

5.0 2 reviews

Verified

$1,000+

$25 - $49 / hr

10 - 49

Dhaka, Bangladesh

Services provided

20% Financial Advising & Planning

60% Accounting

20% Financial Consulting

House of Bookkeepers is a professional bookkeeping service provider that delivers comprehensive financial reconciliation, accurate financial statements, and tax-ready books for businesses across various industries. The company is praised for its proactive communication, efficiency, and attention to detail, with 100% positive feedback highlighting their ability to meet tight deadlines and improve financial clarity and confidence. Reviewers commend their energetic and highly responsive team.

See all 2 projects
Industry Experience

House of Bookkeepers has demonstrated expertise in the Fitness and Advertising & Marketing industries, receiving positive feedback for their meticulous bookkeeping and financial management capabilities. Clients reported significant improvements in financial clarity and reporting accuracy, with measurable outcomes like 100% bank account reconciliations and reduced review times. The overall sentiment is highly favorable, attributing strengths to their attention to detail, responsive communication, and ability to meet tight deadlines, making them a suitable partner for businesses seeking reliable financial services.
Read All Reviews

Select Industry to see insights

Advertising & marketing

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with House of Bookkeepers' pricing and value for money. One CEO noted that their pricing fit his budget while another emphasized the efficiency gained, reducing financial review time by over 50%. Overall, the sentiment reflects a strong appreciation for the quality of service relative to cost, with clients highlighting excellent communication, timely delivery, and accurate financial reporting as key benefits that enhance the perceived value of their investment.
Read All Reviews

Was this helpful?
View projects from:

Bangladesh (1) United States (1)

This provider is fluent in 3 languages:

English

Bengali

Hindi

Was this helpful?
View Profile Visit Website
Darshi Kasotia CPA PLLC

5.0 1 review

Verified Clutch Guarantee

Undisclosed

$200 - $300 / hr

2 - 9

Services provided

20% Financial Advising & Planning

40% Accounting

25% Fractional CFO Services +1 service

15% Back Office Outsourcing

Darshi Kasotia CPA PLLC is an accounting firm specializing in comprehensive tax, payroll, and financial reporting services. With a long-term client relationship spanning over 16 years, the firm has consistently delivered on-time filings and reliable payroll processing, reflected in 100% positive feedback. Clients commend their accountability, responsibility, and expertise, with no noted areas for improvement.

See all 1 projects

1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Darshi Kasotia CPA PLLC has received positive feedback from clients over the past six months, highlighting their accountability, responsibility, and knowledge. A long-term client emphasized the consistent on-time filing of taxes and reliable payroll processing, which has significantly reduced accounting errors and saved time. The client appreciates the peace of mind gained from their services, allowing for a greater focus on business operations. Overall, the sentiment reflects strong satisfaction with no noted areas for improvement.
Read 1 Recent Review

Was this helpful?

Industry Experience

Darshi Kasotia CPA PLLC has demonstrated strong expertise in the business services sector, particularly in accounting and payroll management. Client feedback highlights their reliability, accountability, and quality of service, with a focus on timely tax filings and error reduction. Their long-term engagement with clients indicates a positive impact, providing peace of mind and allowing clients to concentrate on operational growth. Overall sentiment in this industry is highly favorable, making them a suitable choice for businesses seeking comprehensive financial management.
Read All Reviews

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients commend Darshi Kasotia CPA PLLC for their excellent value for cost, noting a strong alignment of company values and culture. One client highlighted the firm's ability to provide consistent, reliable services over 16 years, which has saved significant time and reduced accounting errors. The overall sentiment reflects satisfaction with their pricing relative to the quality and reliability of services provided, reinforcing the perception of good value for money.
Read All Reviews

Was this helpful?

View Profile Visit Website
Manay CPA

Not yet reviewed

Verified

Undisclosed

Undisclosed

50 - 249

Marietta, GA

Services provided

20% Financial Advising & Planning

45% Accounting

15% Business Consulting +3 services

10% HR Consulting

5% Commercial Financing

5% PEO/Employee Leasing

Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning.
Read more

More responsive than most other service providers

Manay CPA is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

View Profile Visit Website
Dark Horse CPAs

Not yet reviewed

Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

10% Financial Advising & Planning

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
Read more

More responsive than most other service providers

Dark Horse CPAs is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

View Profile Visit Website
ICT Lions

Not yet reviewed

Verified

Undisclosed

$25 - $49 / hr

2 - 9

Bridgeport, CT

Services provided

30% Financial Advising & Planning

40% Accounting

30% Financial Consulting

ICT Lions, an Accounting company, is in Bridgeport, Connecticut. The team provides Accounting and Financial Advising & Planning.
Read more

More responsive than most other service providers

ICT Lions is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

View Profile Visit Website
Zinman & Company, PC

Not yet reviewed

Verified

Undisclosed

Undisclosed

10 - 49

Southampton, PA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Commercial Financing

20% Financial Consulting

Headquartered in Southampton, Pennsylvania, Zinman & Company, PC is a Business Consulting company. They focus on Business Consulting and Commercial Financing.
Read more

View Profile Visit Website
Sheldon & Xu CPA Professional Corporation

Not yet reviewed

Verified Clutch Guarantee

$1,000+

$150 - $199 / hr

2 - 9

Services provided

35% Financial Advising & Planning

35% Financial Consulting

30% Accounting

Financial Consulting company Sheldon & Xu CPA Professional Corporation specializes in Financial Consulting and Financial Advising & Planning. They were founded in 2025.
Read more

View Profile Visit Website
Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post

5.0 5 reviews

$1,000+

$50 - $99 / hr

10 - 49

Toronto, Canada

Services provided

10% Financial Advising & Planning

40% Accounting

15% Commercial Financing +3 services

15% Funding & Investment

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post, is a financial advisory firm providing comprehensive financial management, accounting, and strategic planning services. Consistently praised for their expertise and proactive communication, 100% of reviewers reported successful project outcomes, highlighting their ability to deliver tailored solutions on time and as promised.

See all 5 projects
Reviews mention Reliable
Clients have consistently described Vistance Capital Advisory as a reliable partner, emphasizing their punctuality and attention to detail. One client noted, 'All communication met the deadlines put forth,' highlighting their professionalism throughout the engagement. Additionally, the firm's ability to leverage in-house expertise and provide valuable insights for future planning further reinforces their reputation for reliability. Overall, feedback indicates a strong sentiment of trust and dependability in their services.

Accounting Services for Food Product Distributor

5.0 Aug 19, 2021

Very punctual and good attention to detail. All communication met the deadlines put forth. Very professional to deal with throughout the entire process.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Vistance Capital Advisory demonstrates significant expertise across various industries, including Consumer Products, Healthcare, Food & Beverages, and Automotive. Clients commend their comprehensive financial management, timely communication, and ability to tailor services to specific needs. In Consumer Products, they facilitated a successful $3 million funding round; in Healthcare, they improved financial reporting; in Food & Beverages, they provided valuable business insights; and in Automotive, they enhanced cash flow visibility. Overall, the sentiment reflects strong satisfaction and a positive impact across these sectors.
Read All Reviews

Select Industry to see insights

Consumer Products Healthcare Food & Beverages Automotive

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients of Vistance Capital Advisory consistently highlight the company's fair pricing and value for money. One client noted their 'reasonable, understanding and actionable plan' which significantly reduced prior costs. Another emphasized the 'flexible and fair monthly billing structure' that aligned with their financial needs. Overall, the sentiment reflects satisfaction with the cost-effectiveness of services, particularly in achieving measurable outcomes such as improved financial management and operational efficiency.
Read All Reviews

Was this helpful?
View Profile
Oak Business Consultant

5.0 14 reviews

Undisclosed

Undisclosed

10 - 49

Dubai, United Arab Emirates

Services provided

25% Financial Advising & Planning

20% Business Valuation Services

20% Financial Consulting +2 services

20% Funding & Investment

15% Accounting

Oak Business Consultant is a firm specializing in Financial Advising and Planning services, including comprehensive financial modeling and pricing strategies. Reviewers consistently praise their professionalism, responsiveness, and expertise, with 100% positive feedback highlighting their effective communication and ability to deliver detailed financial insights. Their services offer valuable support for strategic decision-making in various business contexts.

See all 14 projects
Reviews mention Flexible
Clients consistently praise Oak Business Consultant for their flexibility and responsiveness. One client noted their 'exceptional availability' and 'flexibility in approach,' highlighting the team's ability to adapt to changing requirements and schedules. Another client described their support as 'great' and emphasized the company's 'professional, quick, flexible and supportive' nature. Overall, the sentiment regarding flexibility is overwhelmingly positive, showcasing Oak Business Consultant's commitment to meeting client needs effectively.

Financial Consulting for SaaS Company

5.0 Dec 1, 2023

As we progress towards refining our financials and project presentation, we are pleased to acknowledge the exceptional support provided by OAK Company. Their team has consistently demonstrated remarkable availability and flexibility. They adapted to our needs and schedules with commendable professionalism.
Read Full Review

Financial Consulting for Yoga Events Promotion Company

5.0 Jan 1, 2025

What did you find most impressive or unique about this company? Professional, quick, flexible and supportive.
Read Full Review

Read All Reviews

Was this helpful?
1 of 1 reviews is 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews indicate that Oak Business Consultant provides exceptional support in finance and accounts management, effectively acting as an external finance department. Clients commend their organized and responsive project management, leading to improved financial reporting, cash flow visibility, and reduced time spent on bookkeeping tasks. One client noted a 30%–40% decrease in internal finance workload, enabling better focus on core business activities. Overall sentiment is highly positive, with minor suggestions for more frequent proactive check-ins to enhance communication.
Read 1 Recent Review

Was this helpful?

2 of 2 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for Talent Matching Company
5.0 — A talent matching company hired Oak Business Consultant to develop a pricing strategy and conduct a full pricing exercise. Read more
Read 2 Reviews

Was this helpful?

More responsive than most other service providers

Oak Business Consultant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?
View Profile
Brego Business

5.0 3 reviews

$1,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Services provided

15% Financial Advising & Planning

15% Advertising

15% Content Marketing +4 services

15% Finance & Accounting Outsourcing (FAO)

15% Marketing Strategy

15% Social Media Marketing

10% Pay Per Click

Brego Business is a comprehensive digital marketing company that offers services including accounting, recruitment, and social media marketing. The company receives predominantly positive feedback, with 100% of reviewers highlighting their effective and professional project management and measurable outcomes such as improved sales and efficient accounting. Clients particularly appreciate their all-in-one service approach.

See all 3 projects
Reviews mention High-quality work
Clients have consistently praised Brego Business for delivering high-quality work across various services, including accounting and digital marketing. One client noted the effectiveness of their bookkeeping and timely provision of financial reports, which facilitated better decision-making. Additionally, the digital marketing efforts resulted in significant monthly growth in outreach and inbound leads, underscoring the firm's ability to produce measurable outcomes. Overall, the sentiment reflects a strong approval of the company's professionalism and effectiveness.

Accounting Services & PPC & SEO Campaigns for Digital Agency

5.0 Aug 13, 2021

Measurable outcomes were already there as the team took over my accounting requirements. I was getting the balance sheet and P&L on time and accurately which helped me make better decisions. In terms of a digital marketing perspective, we were growing every month in terms of outreach and inbound leads coming to me buying directly from my website.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Brego Business has received positive feedback primarily in the Advertising & Marketing and Engineering industries. Clients appreciate their comprehensive digital marketing solutions, especially in social media management, which have led to successful outreach and measurable growth. Their seamless collaboration, cost-effective services, and commitment to timely deliverables are consistently highlighted as strengths. Overall, Brego is well-suited for projects requiring digital marketing expertise, making them a strong candidate for clients in these sectors.
Read All Reviews

Select Industry to see insights

Advertising & marketing Engineering

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently noted that Brego Business offers cost-effective solutions, with one client highlighting a billing structure that was 'very cost-friendly and effective,' costing Rs. 30,000 for bookkeeping and Rs. 75,000 to 1,00,000 for ads and SEO. Overall sentiment reflects satisfaction with the value received, as clients appreciated the comprehensive service offerings and measurable outcomes, reinforcing their perception of good value for money.
Read All Reviews

Was this helpful?
View Profile
CLM Controller

5.0 7 reviews

$10,000+

$50 - $99 / hr

50 - 249

São Paulo, Brazil

Services provided

10% Financial Advising & Planning

15% Accounting

15% Finance & Accounting Outsourcing (FAO) +6 services

10% Back Office Outsourcing

10% Business Consulting

10% Corporate Law

10% HR Consulting

10% HR Outsourcing

10% Tax Law

CLM Controller is a firm specializing in accounting and tax consultancy services. The reviews highlight their exceptional service in organizing and maintaining clients' financial accounts, with 100% of feedback being positive. Clients appreciate their accessibility and the direct involvement of the owner partner, suggesting a strong focus on personalized service in their financial advisement offerings.

See all 7 projects

1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting for Telecommunications Company
5.0 — CLM Controller provides accounting and tax consulting services for a telecommunications company. The team is responsible for the client's accounting and tax obligations. Read more
Read 1 Review

Was this helpful?

Industry Experience

CLM Controller has received positive feedback across various industries, including Information Technology, Telecommunications, Financial Services, and other sectors. Clients commend their expertise in accounting and tax consultancy, emphasizing exceptional service quality and responsiveness. Notable strengths include a deep understanding of local regulations and a strong capability in compliance and financial record-keeping. Overall, the sentiment is highly favorable, particularly for companies in technology and financial services seeking reliable accounting and consulting support.
Read All Reviews

Select Industry to see insights

Financial services Information technology Telecommunications Consulting IT Services

Was this helpful?

Average Project Cost Breakdown

$50,000 to $199,999 (3)

What Clients Have Said
Clients consistently commend CLM Controller for their competitive pricing and exceptional value for money. One CFO noted their services fit within budget while providing 'good value for cost.' Another client highlighted that hiring CLM minimized the need for additional internal staff, further enhancing cost efficiency. Overall, feedback reflects satisfaction with the affordability of services relative to the quality and expertise offered, reinforcing CLM's reputation as a cost-effective choice in the accounting sector.
Read All Reviews

Was this helpful?

View Profile
TGG Accounting

5.0 1 review

$5,000+

Undisclosed

50 - 249

San Diego, CA

Services provided

20% Financial Advising & Planning

80% Accounting

TGG Accounting is a financial services company specializing in running accounting and finance departments for businesses. The reviews highlight their cost-effectiveness, flexibility, and exceptional service, with 100% positive feedback emphasizing their strategic advice, clear communication, and ability to simplify financial processes. Clients appreciate TGG Accounting's expertise and ease of collaboration, noting it enhances their financial management significantly.

See all 1 projects

Industry Experience

TGG Accounting has demonstrated expertise primarily in the Legal Cannabis industry, where they provided comprehensive accounting support, strategic advice, and tailored financial reporting. Clients highlight their cost-effectiveness, swift project management, and clear communication, leading to improved budgeting processes and financial understanding. Overall, the sentiment towards TGG is highly positive, particularly in the cannabis sector, making them a strong candidate for clients seeking specialized financial services in this industry.
Read All Reviews

Select Industry to see insights

Legal Cannabis

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised TGG Accounting for their cost-effectiveness, noting that they provide a higher level of expertise at a lower cost compared to in-house staff. One client specifically highlighted that TGG's services are 'far more cost-effective' and expressed willingness to retain them even at a higher price. Overall, the sentiment indicates strong value for money, reinforced by positive feedback on their efficiency and the quality of financial reports provided.
Read All Reviews

Was this helpful?

View Profile
Greenback Expat Tax Services

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Services provided

50% Financial Advising & Planning

50% Accounting

Greenback Expat Tax Services is a specialized tax consultancy firm, focusing on U.S. expatriate tax filing and global mobility. All reviews highlight the firm's expertise in expat taxes, with 100% positive feedback noting successful international filings without IRS audits. Clients praise their timely delivery and comprehensive understanding of unique expat tax challenges.

See all 2 projects

Industry Experience

Greenback Expat Tax Services has received positive feedback primarily from the Advertising & Marketing industry, where they have demonstrated expertise in international tax filing for U.S. expats. Clients commend their comprehensive knowledge of global tax regulations, resulting in successful filings without IRS audits. Their strengths include timely delivery, excellent communication, and a deep understanding of the unique challenges faced by expats. This makes them a suitable partner for clients in need of specialized tax services within the expat sector.
Read All Reviews

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with Greenback Expat Tax Services, particularly noting their expertise in expat tax filing and the value provided for the cost. One client highlighted the company's high ratings and specialized knowledge, stating it led to successful international tax filing without issues. Overall, feedback indicates that clients feel they receive good value for their investment, with no reported complaints about costs or service delivery.
Read All Reviews

Was this helpful?

View Profile
leadforce.info

4.7 22 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

15% Financial Advising & Planning

45% Funding & Investment

35% Financial Consulting +1 service

5% Other Marketing

leadforce.info is a company specializing in lead generation and investor outreach services. Overall, their feedback is predominantly positive, with approximately 87% of reviewers highlighting their effective project management, timely delivery, and valuable outcomes such as increased investor connections and secured investments. However, one review indicated dissatisfaction with deliverables. Clients frequently commend leadforce.info's communication and cost-effective pricing.

See all 22 projects
Reviews mention Passionate about their work
leadforce.info has received notable praise for their passion and commitment to their work, as highlighted by a client who emphasized their impressive dedication during a fundraising project. The client noted that leadforce.info demonstrated strong project management skills, tracking and measuring all aspects of the project effectively. Overall, the sentiment reflects a high level of satisfaction with leadforce.info's enthusiastic approach and structured execution, with no areas for improvement identified.

Email Marketing & SMM for E-Commerce Company

5.0 Dec 5, 2023

They were passionate and committed.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

leadforce.info has demonstrated expertise primarily in industries such as Information Technology, Food & Beverage, Supply Chain, and eCommerce. Feedback highlights strengths in lead generation, investor outreach, and effective communication, with overall positive sentiment in the IT and Food & Beverage sectors. While some clients reported underperformance in meeting setup, most reviews praised leadforce.info for their professionalism and project management, indicating they are well-suited for businesses seeking investment and growth opportunities across diverse sectors.
Read All Reviews

Select Industry to see insights

eCommerce Consumer Products Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Healthcare Manufacturing IT Services Information technology

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (16)

What Clients Have Said
leadforce.info has received mixed feedback regarding its overall cost and value for money. Many clients praised its pricing as fitting their budget and providing good value, with one noting a 25X return on investment. However, some clients expressed dissatisfaction, stating that leadforce.info underdelivered on promises, particularly in arranging investor meetings. Overall, while several clients found the service effective and economical, others warned against investing due to unmet expectations.
Read All Reviews

Was this helpful?

View projects from:

United States (10) England (5) Sweden (1) Switzerland (1)

Was this helpful?
View Profile
Integra Group

5.0 2 reviews

$1,000+

$50 - $99 / hr

50 - 249

Hong Kong, Hong Kong

Services provided

25% Financial Advising & Planning

25% Accounting

25% Back Office Outsourcing +1 service

25% Finance & Accounting Outsourcing (FAO)

Integra Group is a consulting firm specializing in company registration and ongoing financial, tax, and secretarial services, particularly for foreign businesses entering the Chinese market. They received unanimous praise for their professionalism, efficient communication, and adherence to timelines. Clients highlighted their ability to navigate complex local regulations, with 100% of reviewers noting satisfaction with their project management and communication.

See all 2 projects
Reviews mention Communicative
Clients have consistently praised Integra Group for their efficient communication and professionalism. One client highlighted the direct lines of communication established between their team and Integra's project manager, which facilitated timely updates and quick responses. Another noted the clear timelines and project delivery dates that were adhered to, reflecting the company's commitment to effective communication. Overall, the sentiment regarding Integra Group's communicative approach is highly positive.

Company Expansion Consulting for Ocean Resources Company

5.0 Apr 1, 2022

Integra Group provided clear timelines and project delivery dates which were followed. Communication was handled by email and in some instances via instant messaging for quick turnarounds. Their efficient communication, professional attitude, and demeanor are impressive.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Integra Group has demonstrated expertise in the Legal and Energy & Natural Resources industries, providing tailored services for company establishment, financial advisory, and ongoing accounting support. Clients commend their professionalism, effective communication, and ability to navigate complex regulations, particularly in China. Feedback highlights their impact in facilitating market entry and company structuring, with an emphasis on timely project management and cost-effective solutions. Overall, professionals in the Legal and Energy sectors may find Integra Group to be a valuable partner for their business needs.
Read All Reviews

Select Industry to see insights

Legal Energy & natural resources

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Integra Group is recognized for providing cost-effective services, with clients noting their professionalism and efficiency in managing projects. One client highlighted their services as 'cost-effective' and emphasized the clear communication throughout the process. Another client appreciated the adjustments made to the service proposal to meet budgetary needs. Overall, clients perceive strong value for money, particularly in the context of complex international business challenges.
Read All Reviews

Was this helpful?
View Profile
ViTWO (6 Livo Technologies Pvt Ltd)

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Kolkata, India

Services provided

50% Financial Advising & Planning

50% Accounting

ViTWO (6 Livo Technologies Pvt Ltd) is a company specializing in virtual accounting and financial services. Their reviews highlight a 100% positive feedback rate, emphasizing their professionalism, reliability, and systematic management of financial services. Clients particularly appreciate their structured approach and alignment with company values, making them a recommended choice for startups seeking dependable financial management.

See all 1 projects

Industry Experience

ViTWO (6 Livo Technologies Pvt Ltd) has received positive feedback primarily from the manufacturing industry, specifically noted in the home decor sector. Clients commend their expertise in financial services, including bookkeeping and reconciliations, highlighting a structured and reliable approach that supports startups effectively. Overall sentiment reflects a high level of satisfaction with their professionalism, timely project delivery, and alignment with client values, making them a strong fit for businesses in need of comprehensive financial management solutions.
Read All Reviews

Select Industry to see insights

Manufacturing

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have praised ViTWO (6 Livo Technologies Pvt Ltd) for their competitive pricing and exceptional value for money. One client noted that ViTWO's services fit their budget while maintaining high quality, leading to systematic management of financial services. Overall, the sentiment reflects satisfaction with the cost-effectiveness and reliability of the company's offerings, with no areas for improvement identified.
Read All Reviews

Was this helpful?

View Profile
Finance PM

5.0 6 reviews

$1,000+

$100 - $149 / hr

2 - 9

Paphos, Cyprus

Services provided

50% Financial Advising & Planning

50% Business Consulting

Finance PM is a financial advisory company specializing in financial management, due diligence, and CFO-on-demand services. Clients commend their professionalism, efficiency, and ability to quickly solve complex financial challenges. With 100% positive feedback, reviewers frequently highlight the team's expertise and reliability, with over 80% mentioning their impressive ability to deliver timely and comprehensive financial solutions.

See all 6 projects
Reviews mention Autonomous
The sentiment regarding Finance PM's autonomy is overwhelmingly positive. Clients have highlighted their ability to independently assess financial functions and implement effective tools without constant oversight. One client noted the team's provision of comprehensive reports and actionable insights, which facilitated strategic planning. Additionally, the seamless communication and transparency throughout the project reinforced the client's trust in Finance PM's capabilities. Overall, clients appreciate their autonomy and reliability, expressing confidence in ongoing support post-project.

Accounting Services for Communications Bureau

5.0 Mar 18, 2021

What was especially useful for us — the Finance PM team provided the reporting and detailed practical recommendations and insights, which are very helpful and easy to implement. I can also note that after the project was completed, guys helped us with the automation we’ve been implementing upon their initiative. We appreciate it a lot. It’s good to know that we can get in touch any time we need something and receive assistance.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Finance PM has demonstrated expertise across several industries, including Financial Services, Government, IT Services, and Arts & Entertainment. Clients commend their professionalism, efficiency, and ability to deliver tailored financial solutions, such as due diligence, financial audits, and strategic planning tools. The overall sentiment is positive, particularly highlighting their effectiveness in financial management and advisory roles. This makes them a strong candidate for projects in finance-centric sectors and organizations seeking to enhance their financial operations.
Read All Reviews

Select Industry to see insights

Financial services Government Arts, entertainment & music IT Services

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (6)

What Clients Have Said
Clients consistently praised Finance PM for their exceptional cost-effectiveness and value for money. One client noted that they solved a six-month hiring challenge in just over a month, demonstrating significant efficiency. Another highlighted the clear reporting and practical recommendations provided, which were easy to implement. Overall, the sentiment reflects a strong appreciation for Finance PM's professionalism, swift service, and the tangible benefits received relative to the investment made.
Read All Reviews

Was this helpful?

View projects from:

Ukraine (5) Cyprus (1)

Was this helpful?
View Profile
ArboHQ

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Atlanta, GA

Services provided

50% Financial Advising & Planning

50% Accounting

ArboHQ is an accounting services company specializing in bookkeeping, financial planning, and payroll management. They have consistently received positive feedback for their tailored, accurate, and detail-oriented services, with 100% of reviewers highlighting their exceptional customer service and expertise in simplifying financial concepts. Clients appreciate their proactive project management and the seamless integration of their services into clients' businesses.

See all 2 projects
Reviews mention Exceptional performance
Clients have expressed exceptional satisfaction with ArboHQ's performance, noting their speed and accuracy in processing requests, as well as their detailed and organized approach to project management. One client highlighted the team's responsiveness and support, emphasizing that their expertise made accounting seamless compared to previous vendors. The overall sentiment is overwhelmingly positive, with clients recommending ArboHQ as a valuable investment for financial management due to their tailored services and high-quality customer support.

Accounting & Bookkeeping for Recruitment & Staffing Startup

5.0 Jan 19, 2022

ArboHQ is fast in processing my requests, which is important for me. Their work is also accurate and detail-oriented. They offer support when I'm lost with something, and I can rely on their team’s timeliness and responsiveness — they made my company’s accounting processes smoother. ArboHQ has performed very well in project management — they have a high level of customer service. They keep me informed and in the loop each step of the way without asking for it. Their work is very organized, straightforward, and cost-effective.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

ArboHQ has demonstrated expertise primarily in the Human Resources and Advertising & Marketing industries. Clients commend their detailed financial management, timely communication, and exceptional customer service. In Human Resources, their support has been crucial for startups navigating complex financial tasks, while in Advertising & Marketing, they have customized solutions that alleviate accounting burdens. Overall, ArboHQ is viewed positively, particularly among startups and businesses seeking personalized financial services.
Read All Reviews

Select Industry to see insights

Human Resources Advertising & marketing

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise ArboHQ for their cost-effectiveness and the value they provide. One client noted a monthly fee of $199, describing their services as organized, straightforward, and tailored to their needs. Another client appreciated the standard monthly rates, emphasizing that they were not forced into a generic package. Overall, feedback indicates that ArboHQ offers excellent customer service and personalized support, making their services a smart investment for businesses seeking reliable accounting solutions.
Read All Reviews

Was this helpful?
View Profile
Abacus First Solutions

5.0 4 reviews

$1,000+

< $25 / hr

250 - 999

Services provided

20% Financial Advising & Planning

20% Accounting

20% Back Office Outsourcing +3 services

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Financial Consulting

Abacus First Solutions is an accounting and financial services firm, proficient in bookkeeping, payroll, and tax services. They receive overwhelmingly positive feedback, with clients praising their efficiency, cost-effectiveness, and strong communication skills. Approximately 100% of reviewers commend their punctuality and ability to streamline processes, resulting in significant cost savings and operational efficiencies.

See all 4 projects
Reviews mention Reasonable pricing
Clients have expressed satisfaction with Abacus First Solutions' reasonable pricing, noting significant cost savings compared to previous providers. One client highlighted that they received better service at a lower cost than their prior LA-based company. Additionally, feedback emphasized the company's cost-effectiveness and value, contributing to an overall positive sentiment regarding their pricing structure.

Bookkeeping & Accounting Services for Gourmet Burger Chain

5.0 Feb 17, 2022

The company is described as being very easy to work with and cost-effective. This suggests that their pricing is reasonable and aligns well with the value provided. Overall, the client expressed satisfaction with the services received.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Abacus First Solutions has demonstrated strong expertise across various industries, including Food & Beverages, Utilities, Restaurants, and IT Services. Clients commend their accounting and bookkeeping services for accuracy, timeliness, and cost-effectiveness. In the Food & Beverages sector, they provided significant savings and operational support during challenging periods. Feedback from Utilities and IT Services highlighted their consistency and effective communication. Overall, Abacus First Solutions is well-suited for businesses seeking reliable financial management in these industries.
Read All Reviews

Select Industry to see insights

Food & Beverages Utilities Restaurants IT Services

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Abacus First Solutions' cost-effectiveness and high value for money. One client noted that transitioning to their services resulted in significant savings, ranging from $1,000 to $50,000 per recommendation. Another remarked on receiving better service at a lower cost compared to their previous provider. Overall, feedback emphasizes their timely and accurate reporting, strong communication, and the ability to streamline processes, reinforcing their reputation as a valuable partner in accounting services.
Read All Reviews

Was this helpful?

View projects from:

Los Angeles, California (2) Washington, District of Columbia (1) College Park, Maryland (1)

Was this helpful?
View Profile
Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

10% Financial Advising & Planning

25% Accounting

20% Cybersecurity +4 services

15% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Compliance Consulting

10% Financial Consulting

Sensiba LLP is an auditing firm specializing in compliance and certification services, including SOC and ISO audits. The company consistently receives positive feedback for its professionalism, responsiveness, and thoroughness. Approximately 100% of reviewers highlight their timely project management and personal support, while many appreciate their expertise and alignment with client values.

See all 10 projects
Reviews mention Knowledgeable
Clients consistently highlight Sensiba LLP's extensive knowledge as a key strength. One CEO noted their 'incredibly knowledgeable' approach, emphasizing their commitment to understanding business nuances for successful outcomes. The firm’s support during the SOC-2 audit process was described as 'terrific,' showcasing their expertise and responsiveness to client needs. Overall, the sentiment reflects a high level of satisfaction with Sensiba LLP's knowledgeable service.

Cybersecurity for Digital Solutions Company

5.0 May 30, 2025

Incredibly knowledgeable and they take the time to understand our business nuance to work for success.
Read Full Review

Read All Reviews

Was this helpful?
Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided.
Read All Reviews

Was this helpful?

More responsive than most other service providers

Sensiba LLP is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

View projects from:

United States (6) Canada (1) Germany (1) South Korea (1)

Was this helpful?
View Profile
Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness.

See all 2 projects
Reviews mention Professional
Clients consistently commend Imperial Advisory, CFOs for their professionalism and high-quality deliverables. One client highlighted their impressive ability to conduct a thorough needs analysis and deliver projects ahead of schedule. The responsiveness and extensive industry knowledge of the team further enhance their reputation, with feedback indicating no areas for improvement. Overall, the sentiment reflects strong client satisfaction and confidence in the firm's capabilities.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

We're impressed with their professionalism, high-quality work, and extensive industry knowledge.
Read Full Review

Read All Reviews

Was this helpful?
0 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Consulting for Executive Search Firm
4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more
Read 1 Review

Was this helpful?

Industry Experience

Imperial Advisory, CFOs has demonstrated expertise in the Chemicals & Biotechnology and Advertising & Marketing industries. Clients have praised their professionalism, responsiveness, and ability to meet tight deadlines. The firm excels in financial modeling, expense categorization, and providing valuable insights, establishing a strong positive sentiment in both sectors. Their extensive industry knowledge and high-quality work make them a compelling choice for businesses seeking financial advisory services.
Read All Reviews

Select Industry to see insights

Chemicals & Biotechnology Advertising & marketing

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
Read All Reviews

Was this helpful?
View Profile
WorldWide Local Connect Inc.

5.0 6 reviews

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Services provided

25% Financial Advising & Planning

25% Accounting

25% Other Digital Marketing +2 services

15% Business Consulting

10% Financial Consulting

WorldWide Local Connect Inc. is a financial advising and planning company that offers comprehensive services including financial strategy development, accounting, and investment advisory. Reviews highlight their exceptional project management and the critical role they played in facilitating company acquisitions, with 100% positive feedback praising their timely delivery and strategic insights.

See all 6 projects
Reviews mention Great project management
Clients have praised WorldWide Local Connect Inc. for their exceptional project management capabilities. One notable review highlighted their timely delivery of financial models and consistent support, even amidst competing priorities. The client noted, "They are never late, and they’re always there to help us," emphasizing the company's commitment to meeting deadlines. Overall, feedback reflects a strong sentiment of reliability and efficiency, contributing significantly to the client's successful acquisition.

Accounting & Financial Planning for Tech Company

5.0 Sep 16, 2022

WorldWide Local Connect Inc. has performed well in terms of project management. Every time I asked for a new model or something from accounting, they got it to me in a very timely manner. They are never late, and they’re always there to help us. Even though they’re a contractor and they have other clients, they’ve always taken the time and effort to make sure we got things on time.
Read Full Review

Read All Reviews

Was this helpful?
1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting & Financial Planning for Tech Company
5.0 — WorldWide Local Connect Inc. provides accounting and financial planning and consulting support for a tech company. They've created a financial strategy and a pitch deck to help the client get Read more
Read 1 Review

Was this helpful?

Industry Experience

WorldWide Local Connect Inc. has demonstrated strong expertise across various industries including healthcare, advertising & marketing, food & beverages, and design. Clients in healthcare reported significant revenue growth through tailored financial strategies, while those in advertising noted foundational improvements for scalability. The food & beverage sector experienced enhanced online presence, leading to increased foot traffic. Overall, sentiment across industries is highly positive, highlighting the firm’s personalized approach, effective communication, and strategic insights as key strengths.
Read All Reviews

Select Industry to see insights

Other Industry Advertising & marketing Healthcare Design Consulting Food & Beverages

Was this helpful?

View projects from:

Maynard, Massachusetts (2) Burlington, Massachusetts (1) Gloucester, Massachusetts (1) Salem, Massachusetts (1) Westwood, Massachusetts (1)

Was this helpful?
View Profile
Melmac Solutions Limited

5.0 6 reviews

$25,000+

Undisclosed

2 - 9

Finchampstead, England

Services provided

30% Financial Advising & Planning

35% Blockchain

35% Cybersecurity

Melmac Solutions Limited is a company specializing in cybersecurity and financial advising and planning services. They are praised for their proactive approach and expertise in cybersecurity, achieving zero successful cyberattacks and enhancing financial planning. With 100% positive feedback, clients commend their communication, timely delivery, and integrated service approach, particularly in financial planning and cybersecurity.

See all 6 projects

5 of 5 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Cybersecurity Services for Retail Solutions Firm
5.0 — Melmac Solutions Limited conducted a cybersecurity assessment and support for a retail solutions firm. The team was also tasked with providing financial investment strategies to maximize Read more
Read 5 Reviews

Was this helpful?

Industry Experience

Melmac Solutions Limited has received positive feedback across multiple industries, including financial services, retail, healthcare, and other sectors. Their expertise in cybersecurity and financial planning has been commended for enhancing data security, optimizing financial strategies, and providing tailored solutions. Clients noted significant improvements in operational efficiency and customer trust, particularly in the financial services sector. Overall, the sentiment indicates strong performance and value across these industries, making Melmac Solutions a compelling choice for businesses in need of cybersecurity and financial advisory services.
Read All Reviews

Select Industry to see insights

Software Retail Healthcare Financial services IT Services

Was this helpful?

Average Project Cost Breakdown

$50,000 to $199,999 (6)

What Clients Have Said
Clients consistently highlight Melmac Solutions Limited's competitive pricing and excellent value for money. For instance, a CEO noted that the company's pricing fit their budget while providing good value for the cost. Similarly, multiple clients emphasized the alignment of Melmac's services with their financial constraints, leading to enhanced efficiency and measurable success in security and financial planning. Overall, the sentiment towards the company's cost-effectiveness and value is overwhelmingly positive.
Read All Reviews

Was this helpful?

View projects from:

Canada (1) Finland (1) Hong Kong (1) India (1) Japan (1)

Was this helpful?

View Profile
CGO Finance sp. z o.o.

5.0 9 reviews

$1,000+

$50 - $99 / hr

10 - 49

Warszawa, Poland

Services provided

10% Financial Advising & Planning

80% Accounting

10% Tax Law

CGO Finance sp. z o.o. is a financial advising and planning firm specializing in accounting, VAT registration, and legal support. Clients consistently praise their professionalism, cost-effectiveness, and seamless communication, with 100% of reviewers highlighting their timely delivery and expert knowledge. Their integration with CGO Legal ensures comprehensive business support, making them a trusted partner for corporate financial planning needs.

See all 9 projects
Reviews mention Experienced
Clients express a highly positive sentiment towards CGO Finance sp. z o.o., noting their reliability and expertise in European branch accounting. One client highlighted their ability to facilitate the opening of a bank account in Poland remotely, while another praised their accurate and timely tax filing, contributing to improved business performance. Communication was described as fluid and responsive, with clients feeling valued. Overall, there are minimal concerns, indicating a strong level of client satisfaction.

Accounting Services for Mobile App Development Company

5.0 Dec 6, 2022

CGO Finance met APTIVIST expectations. They are well-organized, accurate and experienced in accounting and taxation. They make us feel we are also important to them. CGO Finance has made tax filing and other reporting smoother by reconciling the books accurately and on time.
Read Full Review

Read All Reviews

Was this helpful?
2 of 2 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for IT Services Company
5.0 — CGO Finance sp. z o.o. provides ongoing accounting services for an IT services company. The team is responsible for tax filings, bookkeeping, and other daily accounting tasks. Read more
Read 2 Reviews

Was this helpful?

Industry Experience

CGO Finance sp. z o.o. has demonstrated strong expertise across various industries, including Education, IT Services, Gaming, Business Services, and Health & Safety consulting. Clients commend their efficient accounting setup, timely VAT registrations, and legal support, highlighting their responsiveness and professionalism. Overall sentiment reflects positive feedback, with notable strengths in project management and cultural alignment. This makes CGO Finance an ideal partner for businesses seeking reliable finance and legal services in these sectors.
Read All Reviews

Select Industry to see insights

Education Consulting Construction Business services Gaming IT Services

Was this helpful?

Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Clients consistently praise CGO Finance sp. z o.o. for their competitive pricing and high value for money. One client noted, "Good value for cost," while another highlighted their pricing as fitting within budget. The overall sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews emphasize timely delivery and thorough support without additional charges. Clients feel they receive a premium service at reasonable rates, reinforcing CGO Finance's reputation as a reliable partner.
Read All Reviews

Was this helpful?
View Profile
BEAN COUNTER

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Services provided

50% Financial Advising & Planning

50% Accounting

BEAN COUNTER is an accounting and bookkeeping firm specializing in California's cannabis, inheritance, and federal tax laws. Clients, who have been working with the firm since 2017, report consistently timely document filing and fair pricing. The firm's communicative approach and dedication to clients' interests are frequently noted, with 100% of reviews highlighting excellent project management and effective cost reduction strategies.

See all 1 projects

Industry Experience

Bean Counter Bookkeeping LLC has demonstrated expertise primarily in the international trade and development sector, with notable strengths in accounting for the cannabis industry, inheritance, and federal tax laws. Clients commend their effective communication, commitment to cost reduction, and timely project management. Overall sentiment is positive, highlighting reliability and a client-centric approach, making them an ideal fit for businesses in need of specialized accounting services in these sectors.
Read All Reviews

Select Industry to see insights

Other Industry

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express a high level of satisfaction with Bean Counter Bookkeeping LLC's pricing, describing it as fair and indicative of the value received. One client noted their ability to reduce costs while maintaining quality service, stating, 'They have our best interests at heart.' Additionally, the ongoing relationship since 2017 highlights a strong perceived value for money, further supported by their excellent project management and communication skills.
Read All Reviews

Was this helpful?

View Profile
Genistar Limited

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Caterham, England

Services provided

80% Financial Advising & Planning

10% Finance & Accounting Outsourcing (FAO)

10% Insurance Services & Brokers

Genistar Limited is a financial advising and planning company known for its strong values and excellent communication. Reviews highlight their effective financial review services, with 100% positive feedback on their culture and responsiveness. Clients commend their clear communication and the alignment of company values, making them a trusted partner in financial advisement.

See all 3 projects
Reviews mention Customized support
The feedback regarding customized support from Genistar Limited is overwhelmingly positive. Clients praised their commitment to understanding unique business needs, resulting in tailored financial strategies and comprehensive insurance solutions. A client highlighted the team's proactive communication and responsiveness, stating they felt supported throughout the project. While there was a suggestion for more frequent updates during implementation, the overall sentiment reflects a strong appreciation for the personalized service and expertise, which significantly enhanced employee satisfaction and retention.

Insurance Policy, Business & Financial Consulting for IT Co

5.0 Jul 2, 2025

Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were highly responsive to our needs whenever we had questions or needed clarification; they replied quickly with clear, thorough answers. Their ability to adapt to our feedback and tailor solutions in real time made us feel supported and confident throughout the project. Their genuine commitment to understanding our business and tailoring solutions to our exact needs was outstanding. Unlike other firms that offered generic packages, Genistar took the time to listen, ask insightful questions, and design a truly bespoke financial plan and group insurance policy.
Read Full Review

Read All Reviews

Was this helpful?
1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for AI Consultancy
5.0 — Genistar Limited provided financial advising and planning services for an AI consultancy. The team was tasked with reviewing the client's financial plan and conducting a financial review of their Read more
Read 1 Review

Was this helpful?

Industry Experience

Genistar Limited has received positive feedback primarily from the Information Technology and Consulting industries. Clients in IT appreciated their tailored financial consulting and comprehensive employee benefits solutions, highlighting strengths in project management and responsiveness. In Consulting, feedback emphasized Genistar’s clear communication and cultural alignment. Overall sentiment indicates that Genistar excels in financial planning and protection strategies, making them a strong fit for companies seeking bespoke solutions in these sectors.
Read All Reviews

Select Industry to see insights

Information technology Consulting

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Genistar Limited's value for money, noting that their pricing aligns well with budget expectations. One CEO emphasized the 'good value for cost' and praised their tailored approach to financial consulting. Another client appreciated their 'great culture fit' and 'clear communication,' which further justified the investment. Overall, the sentiment reflects satisfaction with the company's pricing relative to the quality and effectiveness of their services.
Read All Reviews

Was this helpful?
View Profile
Celeste Business Advisors LLP

5.0 1 review

$1,000+

$25 - $49 / hr

2 - 9

Mumbai, India

Services provided

55% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO)

10% Accounting +2 services

10% Business Consulting

10% Financial Consulting

Celeste Business Advisors is a Financial Advising and Planning firm that excels in developing financial strategies and supporting ongoing financial analysis. With 100% positive feedback, clients commend their timely delivery and comprehensive documentation, highlighting the firm's intelligence and welcoming attitude, particularly praising Divyesh's expertise and supportive nature in achieving significant financial milestones.

See all 1 projects

1 of 1 Financial Advising & Planning reviews are 5 stars

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Education & Coaching Company
5.0 — Celeste Business Advisors devised a financial strategy for an education and coaching firm, which included the creation of supporting documents and the normalization of EBIDTA through reporting. Read more
Read 1 Review

Was this helpful?

Industry Experience

Celeste Business Advisors LLP has received positive feedback primarily in the Advertising & Marketing sector. Clients highlight their expertise in developing financial strategies, demonstrating a commitment to delivering comprehensive solutions that exceed expectations. The firm's strengths lie in financial analysis, strategic planning, and strong communication. Overall, sentiment in this industry is highly favorable, indicating that potential clients seeking financial advisory and strategic planning services would find Celeste Business Advisors a suitable match for their needs.
Read All Reviews

Select Industry to see insights

Advertising & marketing

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Celeste Business Advisors LLP, noting that the value delivered is significant relative to the cost. One CEO highlighted that the team's comprehensive support exceeded expectations, providing essential documents and insights that were not initially requested. This sentiment is reinforced by their timely delivery and alignment with client goals, indicating a strong return on investment and overall value for money.
Read All Reviews

Was this helpful?

View Profile
Muia Consulting

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Vaughan, Canada

Services provided

20% Financial Advising & Planning

50% Accounting

20% Financial Consulting +1 service

10% Business Consulting

Muia Consulting is a professional accounting and bookkeeping firm known for its efficiency and flexibility in managing financial systems. With clients praising their organized communication and collaborative approach, 100% of reviewers highlight their professionalism and friendly demeanor. Despite minor growing pains, Muia Consulting's commitment to client satisfaction is a common theme across reviews.

See all 2 projects
Reviews mention Puts the customer first
Muia Consulting demonstrates a strong customer-first approach, as evidenced by their commitment to client satisfaction and integration into client teams. One client noted their reputation consciousness and willingness to go above and beyond to meet needs. Additionally, they effectively implemented processes to resolve specific challenges promptly. While some growing pains were mentioned, the overall sentiment reflects a dedication to problem-solving and prioritizing customer success.

Accounting Services for Health & Wellness E-Commerce Store

5.0 Jan 25, 2022

They were onboarded onto our internal slack. They work as if they were really a part of our team. They are very reputation conscious and will go above and beyond to satisfy their clients.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Muia Consulting has demonstrated expertise in the Restaurants and Wellness & Fitness industries, receiving positive feedback for their professionalism, efficiency, and adaptability. Clients in the restaurant sector praised their organizational skills and flexibility in billing, while those in wellness noted effective cash flow management and process implementation. Overall, sentiment across both industries is highly favorable, indicating that Muia Consulting is well-equipped to support businesses seeking streamlined financial operations and dedicated service.
Read All Reviews

Select Industry to see insights

Restaurants Wellness & Fitness

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Muia Consulting is noted for its affordable pricing and flexible billing structure, allowing clients to control their expenses. One client emphasized their services as 'very affordably priced,' while another highlighted their flexibility in payment. Overall, clients express satisfaction with the value received for their investment, citing efficiency and professionalism as key strengths. The sentiment reflects a strong perception of value for money, with clients appreciating both the cost and the quality of services provided.
Read All Reviews

Was this helpful?
View Profile
Takeoff Advising

5.0 1 review

Undisclosed

$50 - $99 / hr

2 - 9

San Diego, CA

Services provided

40% Financial Advising & Planning

50% Graphic Design

10% Web Design

Takeoff Advising is a Financial Advising and Planning firm noted for its customized services that cater to corporate needs, particularly in financial consulting, planning, and bookkeeping. The company is praised for its efficient project management, timely delivery, and cost-effective solutions, with 100% of reviewers highlighting their impressive ability to reduce costs by outsourcing specialized tasks.

See all 1 projects

1 of 1 Financial Advising & Planning reviews are 5 stars

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Consulting Services for Real Estate Services Firm
5.0 — Takeoff Advising provides financial consulting services for a real estate services firm. The team is also tasked with financial planning, graphic design, and bookkeeping. Read more
Read 1 Review

Was this helpful?

Industry Experience

Takeoff Advising has garnered positive feedback in the real estate sector, praised for its expertise in financial consulting, project management, and tailored services. Clients noted the company's effective communication and ability to deliver projects on time without extensive oversight. Their approach to outsourcing specialized tasks has proven beneficial in reducing operational costs. Overall, sentiment in the real estate industry is highly favorable, indicating that potential clients seeking financial advisory services may find a strong match with Takeoff Advising.
Read All Reviews

Select Industry to see insights

Real estate

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with Takeoff Advising's pricing, often highlighting it as a primary reason for their selection. One review noted good value for cost, emphasizing that the tailored services helped save money on operational expenses. Overall, the sentiment around cost and value for money is positive, with clients appreciating the balance between affordability and quality of service.
Read All Reviews

Was this helpful?

View Profile
Camuso CPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

50% Financial Advising & Planning

50% Accounting

Camuso CPA is a financial services firm specializing in accounting and CFO outsourcing, particularly for e-commerce businesses. The company has received 100% positive feedback, with clients praising their ability to enhance profitability and ROI understanding. The reviews highlight their strong project management skills, adaptability, and excellent communication, with clients noting no areas for improvement.

See all 1 projects

Industry Experience

Camuso CPA PLLC has received positive feedback primarily from clients in the retail and e-commerce sectors. The firm is praised for its expertise in outsourced CFO services, enhancing profitability, and adapting accounting practices to unique business needs. Clients appreciate the timely communication and comprehensive support provided by the team. Overall sentiment indicates a strong fit for businesses in the retail and e-commerce industries, highlighting Camuso's strengths in financial management and strategic insights.
Read All Reviews

Select Industry to see insights

Retail

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed strong satisfaction with Camuso CPA PLLC's pricing and value, noting that their investment of approximately $1,100 per month has resulted in increased profitability and better financial understanding. One client highlighted the firm's excellent communication and project management, stating that they have seen significant ROI from their services. Overall, feedback indicates that the cost is justified by the quality and impact of the services provided, particularly for e-commerce businesses.
Read All Reviews

Was this helpful?

View Profile
Smith Mandel & Associates LLP

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

50% Financial Advising & Planning

50% Accounting

Smith Mandel & Associates LLP is an accounting firm specializing in tax-related services, including audits and property taxes. They have demonstrated significant expertise and reliability, recovering substantial amounts for clients, such as $30,000 in one instance. Feedback is overwhelmingly positive, with praise for their proactive approach and excellent deadline management, yet no suggested areas for improvement were noted.

See all 1 projects

Industry Experience

Smith Mandel & Associates LLP demonstrates strong expertise in the Hospitality & Leisure industry, evidenced by their proactive approach to tax-related services and successful audits. Clients appreciate their timely communication and ability to deliver significant financial recoveries. Overall sentiment is highly positive, indicating that they are a reliable partner for businesses in this sector. Potential clients in the hospitality industry can expect effective tax management and responsive service from this firm.
Read All Reviews

Select Industry to see insights

Hospitality & leisure

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients of Smith Mandel & Associates LLP express strong satisfaction with the firm's cost-effectiveness and value for money. One client noted an investment of $200,000 to $1 million, resulting in a $30,000 return from an audit, highlighting the firm's impact on their financial outcomes. Overall sentiment reflects that the firm's proactive approach and timely service justify their pricing, with no significant areas for improvement identified by clients.
Read All Reviews

Was this helpful?

View Profile
Clarity Tax Group & CPA's

5.0 4 reviews

Undisclosed

Undisclosed

10 - 49

Services provided

25% Financial Advising & Planning

25% Accounting

25% Business Consulting +1 service

25% Financial Consulting

Clarity Tax Group & CPA's is a professional accounting firm specializing in bookkeeping, payroll, and tax services. Reviewers consistently praise their punctuality, responsiveness, and accurate financial reporting. Notably, 100% of the feedback is positive, highlighting their exceptional service and reliability without any reported areas for improvement.

See all 4 projects

Industry Experience

Clarity Tax Group & CPA's has received positive feedback across diverse industries, including IT support and construction. Clients appreciate their responsiveness, professionalism, and ability to simplify bookkeeping, payroll, and tax management. In the construction sector, they have been commended for timely delivery of financial reports and payroll management. Overall, the sentiment is favorable, with clients noting their expertise in handling financial needs, making them a suitable choice for businesses in IT and construction.
Read All Reviews

Select Industry to see insights

Construction

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed satisfaction with Clarity Tax Group & CPA's pricing and value for money, noting that the services fit their budgets while delivering high-quality results. One client highlighted the company's responsiveness and professionalism, stating, 'Clarity always is quick to answer questions or needs.' Another emphasized the ease of working with them for bookkeeping and payroll, remarking on the timely and accurate handling of financial reports. Overall, feedback indicates a strong sentiment of value received for the cost.
Read All Reviews

Was this helpful?

View Profile Visit Website
PIVOT Legal and Tax Advisory

5.0 5 reviews

$1,000+

$25 - $49 / hr

2 - 9

Tiranë, Albania

Services provided

20% Financial Advising & Planning

20% Accounting

20% Finance Law +2 services

20% Financial Consulting

20% Tax Law

PIVOT Legal and Tax Advisory is a distinguished firm specializing in Financial Advising, Tax Advisory, and Corporate Financial Planning. Reviewers consistently praise their exceptional knowledge, timely delivery, and reliable support, with 100% of reviewers highlighting improved tax compliance and streamlined accounting. Clients commend their ability to enhance business efficiency and provide insightful financial reporting.

See all 5 projects

1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Marketing Agency
5.0 — PIVOT Accounting And Tax Advisory provides accounting and tax advisory services for a marketing agency. The team is responsible for the client's accounting system, bookkeeping, tax compliance, and Read more
Read 1 Review

Was this helpful?

Industry Experience

PIVOT Legal and Tax Advisory has demonstrated expertise primarily in the Supply Chain, Logistics, and Transport industry, particularly for businesses like Zen Car Rent. Clients commend their responsive service, efficient tax compliance, and robust accounting system implementation. The overall sentiment is highly positive, with clients noting improved operational efficiency and clarity in financial reporting. This provider is ideal for companies seeking reliable financial management and advisory services within the logistics and transport sectors.
Read All Reviews

Select Industry to see insights

Supply Chain, Logistics, and Transport

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed strong satisfaction with PIVOT Accounting and Tax Advisory, noting excellent value for money. One CEO highlighted that their services, including financial statement preparation and tax compliance, provided peace of mind and significantly improved operational efficiency. They praised the company's responsiveness and timely delivery, stating, 'We couldn’t be happier with their services.' Overall, the sentiment reflects that PIVOT's pricing aligns well with the quality of service delivered.
Read All Reviews

Was this helpful?

View Profile
Fxtriangle

4.8 2 reviews

$5,000+

Undisclosed

2 - 9

Services provided

50% Financial Advising & Planning

15% Funding & Investment

15% Insurance Services & Brokers +2 services

10% Commercial Financing

10% IT Strategy Consulting

Fxtriangle is a software development company specializing in building trading software. Reviews reflect a positive experience with 100% satisfaction in service quality and project delivery. The company is noted for its quality support staff and effective coordination, though some feedback suggests areas for improvement in turnaround time.

See all 2 projects

Industry Experience

Fxtriangle has demonstrated expertise primarily in the financial services industry, with clients praising their high-quality delivery and effective project management, particularly in developing trading software. Reviewers noted strong coordination and dedicated support staff as key strengths. While the pricing is perceived as high, the overall sentiment is positive, with feedback indicating that their services are suitable for clients in need of scalable solutions and thorough testing processes.
Read All Reviews

Select Industry to see insights

Financial services

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Fxtriangle is perceived as a high-cost provider, with clients acknowledging that while their prices are steep, the quality of service delivered justifies the expense. One client noted the impressive quality in developing trading software and praised their effective support staff. However, there were mentions of slower turnaround times, indicating a need for improvement in workflow efficiency. Overall, the sentiment reflects a balance between high costs and satisfactory value for money.
Read All Reviews

Was this helpful?

View Profile
Diener & Associates

5.0 6 reviews

$1,000+

$150 - $199 / hr

10 - 49

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2 services

20% Financial Consulting

20% Fractional CFO Services

Diener & Associates is a financial advisement firm specializing in financial planning, accounting system compliance, and tax services. The company consistently receives positive feedback, with clients praising their knowledgeable staff and timely delivery of services. Notably, 100% of reviewers highlight their expertise and commitment to client success.

See all 6 projects
Reviews mention Personable
Diener & Associates has garnered positive feedback for its personable approach, with clients highlighting the team's down-to-earth, friendly, and attentive nature. One client noted, 'The people are really great,' and appreciated the enjoyable working relationship with every team member. Another client emphasized the personal service provided by Ms. Staci Martineau, stating that her expertise and professionalism are unparalleled. Overall, clients express high satisfaction with the personal touch and responsiveness of Diener & Associates.

Financial Consulting for Life Sciences Company

5.0 Oct 20, 2025

Personal service. Our owners-partners get hands-on personal attention from Ms. Staci Martineau. Her expertise, confidence, and professionalism is unparalleled in our decades of C-level experience. Staci is like our CFO. Our next level needs for accounting support are provided seamlessly, but with names and emails and a personal touch, always. From Jill Salo to Emily Diener and her department, to other experts who hand-hold when necessary while quietly and professionally support every accounting (and other) needs.
Read Full Review

Read All Reviews

Was this helpful?
1 of 1 Financial Advising & Planning reviews are 5 stars

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Technical Services Provider
5.0 — Diener & Associates provides accounting services for a technical services provider. The team implements updates to the client's QuickBooks systems for DCAA compliance and conducts monthly financial Read more
Read 1 Review

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1) $1,000,000 to $9,999,999 (1)

What Clients Have Said
Diener & Associates is frequently praised for its cost-effectiveness and overall value. Clients highlight that the pricing fits their budgets while maintaining high-quality service. One client noted the company provided 'good value for cost,' and another remarked on the 'great culture fit' that complemented their financial needs. Overall, feedback indicates that Diener & Associates delivers comprehensive services at competitive prices, contributing positively to clients' financial management and compliance.
Read All Reviews

Was this helpful?

View projects from:

Denver, Colorado (1) Pittsburgh, Pennsylvania (1) Alexandria, Virginia (1) Warrenton, Virginia (1) North East, Maryland (1)

Was this helpful?
View Profile
Alexander Accountants, CPAs

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

30% Financial Advising & Planning

40% Accounting

20% Financial Consulting +1 service

10% Tax Law

Alexander Accountants, CPAs is a consulting firm specializing in structuring companies for optimal tax savings. The reviews indicate a 100% positive feedback rate, highlighting their timely delivery, accuracy, and impressive knowledge. Clients report substantial tax savings, with one noting a $15,000 savings due to their guidance.

See all 1 projects

Industry Experience

Alexander Accountants, CPAs has demonstrated expertise primarily in the Advertising & Marketing industry, providing consulting services that enhance tax efficiency for businesses. Clients appreciate their accurate tax structuring and guidance, which have resulted in significant savings. The overall sentiment reflects strong satisfaction with their knowledge, timely delivery, and effective communication. This firm is particularly well-suited for companies seeking financial consulting services to optimize tax strategies.
Read All Reviews

Select Industry to see insights

Advertising & marketing

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients express strong satisfaction with Alexander Accountants, CPAs regarding cost and value for money. One client noted they received 'good value for the cost' and achieved $15,000 in tax savings for an investment of less than $10,000. Overall, the sentiment reflects a positive perception of the firm's pricing in relation to the quality of services delivered, with no suggested areas for improvement.
Read All Reviews

Was this helpful?

View Profile Visit Website
PKC Management Consulting

5.0 1 review

$1,000+

< $25 / hr

50 - 249

Chennai, India

Services provided

10% Financial Advising & Planning

20% Business Consulting

20% Tax Law +6 services

15% Document Digitization & Management

10% Corporate Law

10% Finance Law

5% Accounting

5% Commercial Financing

5% Finance & Accounting Outsourcing (FAO)

PKC Management Consulting specializes in business process consulting, offering services such as process standardization and workflow improvement across various functions like procurement, sales, and inventory. Reviews highlight their excellent project management and communication skills, with 100% of clients noting their professional approach and attention to detail. Their implementations have notably increased customer feedback collection by over 20% and improved payment discipline by more than 50%.

See all 1 projects

1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
PKC Management Consulting has received highly positive feedback over the last six months, particularly for their business process consulting services. Clients highlighted their thorough analysis and documentation of workflows, which significantly improved operational efficiency and accountability. One client reported an increase in customer feedback collection from 2-3% to over 20%, showcasing enhanced visibility into customer experiences. The team was commended for their excellent project management, responsiveness, and attention to detail, with no significant areas for improvement noted.
Read 1 Recent Review

Was this helpful?

Industry Experience

PKC Management Consulting has demonstrated expertise in the retail industry, specifically in business process consulting. Clients have praised their ability to analyze processes and develop standardized workflows, resulting in improved operational efficiency and accountability. The firm's impact includes enhanced visibility across various functions such as procurement and sales, leading to significant improvements in customer feedback collection and financial tracking. Overall, feedback reflects a strong positive sentiment regarding their project management and attention to detail in the retail sector.
Read All Reviews

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have praised PKC Management Consulting for providing excellent value for money, noting that their pricing was budget-friendly and aligned with the quality of service received. One client highlighted that PKC's offerings were a great fit culturally and financially, emphasizing the significant impact on operational efficiency and accountability achieved through their solutions. Overall, feedback reflects a strong sentiment regarding the balance of cost and value delivered by the company.
Read All Reviews

Was this helpful?

View Profile
Adquiere

5.0 7 reviews

$50,000+

$100 - $149 / hr

2 - 9

Monterrey, Mexico

Services provided

25% Financial Advising & Planning

50% Fractional CFO Services

25% Business Valuation Services

Adquiere is a Corporate Financial Advising firm specializing in Financial Advising and Planning services, including company valuations, financial modeling, and negotiation support. With a focus on delivering timely and high-quality outputs, 100% of reviewers commend their professionalism and responsiveness, while 67% highlight the effective management of buyer negotiations and financial structuring. The firm consistently aligns with client values and budget constraints.

See all 7 projects
Reviews mention Professional
Adquiere received highly positive feedback regarding its professionalism and project management. Clients noted the team's responsiveness and ability to adapt to evolving project requirements without losing momentum. One client emphasized the high quality of deliverables and the deep expertise in M&A, which significantly enhanced collaboration efficiency. Another client appreciated the friendly and professional demeanor of the team, highlighting that all commitments were met on time. Overall, the sentiment reflects strong satisfaction with Adquiere's professional approach and quality of work.

Financial Advising & Planning for Investment Platform

5.0 Mar 31, 2026

Their project management was professional and responsive throughout the engagement. Deliverables were completed on time, and when the deal structure evolved (which happened multiple times as legal and financial decisions were being made in parallel) the team adapted quickly without losing momentum. When modifications required additional work, they were fair and transparent about any cost adjustments. They were easy to communicate with, receptive to feedback, and consistently produced high-quality output that required minimal back-and-forth to finalize.
Read Full Review

Read All Reviews

Was this helpful?
1 of 1 reviews is 5 stars

1 new review for Financial Advising & Planning services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Adquiere has received highly positive feedback from clients over the past six months, particularly for its thorough and professional approach to business valuation and negotiations. One client praised the team's meticulous attention to detail and effective communication throughout the process of preparing a company for sale. Additionally, the client highlighted the team's expertise in negotiations, resulting in a successful sale. Overall, clients appreciate Adquiere's alignment with their values and the high level of support provided.
Read 1 Recent Review

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Adquiere is perceived as providing excellent value for money, with multiple clients highlighting its competitive pricing and alignment with their budgets. One client emphasized that Adquiere's pricing fit well within their financial constraints while delivering quality results. Another noted the good value for cost, particularly in the context of complex financial modeling. Overall, clients expressed high satisfaction with the outcomes relative to the investment made, often recommending Adquiere for its effective and professional service.
Read All Reviews

Was this helpful?

View projects from:

Mexico (4) United States (1)

Was this helpful?
View Profile
JPG

5.0 3 reviews

$1,000+

$50 - $99 / hr

10 - 49

Houston, TX

Services provided

30% Financial Advising & Planning

70% Accounting

JPG is a Financial Advising and Planning company specializing in accounting services, including bookkeeping, tax planning, and payroll processing. Reviewers highlight their exceptional project management and responsiveness, leading to a 100% satisfaction rate. Approximately 80% of reviewers mention their impressive knowledge and client-focused service, emphasizing their suitability for businesses seeking comprehensive financial advisement.

See all 3 projects
Reviews mention Knowledgeable
Clients consistently highlight JPG's impressive knowledge and expertise in their field. One client noted that JPG's advice was particularly remarkable, contributing to the successful setup of their company and management of payroll requirements. The company's ability to deliver timely responses and effective solutions further reinforces the positive sentiment regarding their knowledge base. Overall, clients express high satisfaction with JPG's knowledgeable approach to project execution.

Accounting Services for Consulting Firm

5.0 Mar 18, 2024

Their knowledge and advice are impressive.
Read Full Review

Read All Reviews

Was this helpful?
2 of 2 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Bookkeeping, Accounting & Financial Advising for Mktg Co
5.0 — JPG has helped transition a marketing company from cash to accrual accounting. The team also applies tax reduction strategies, produces reports, manages the cash flow, and implements bookkeeping Read more
Read 2 Reviews

Was this helpful?

Industry Experience

JPG has received positive feedback primarily from clients in the Advertising & Marketing and Consulting industries. Clients commend their expertise in accounting services, including bookkeeping and payroll, noting strong project management, timely delivery, and exceptional responsiveness. The overall sentiment is highly favorable, highlighting JPG's ability to provide tailored financial solutions and valuable insights, making them a suitable choice for businesses seeking reliable and effective accounting support within these sectors.
Read All Reviews

Select Industry to see insights

Consulting Advertising & marketing

Was this helpful?

Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight JPG's competitive pricing and strong value for money. One CEO noted that JPG's pricing fit their budget while delivering significant tax savings and clean financials. Another client emphasized the company's good value for cost and alignment of company values. Overall, the sentiment is positive, with clients appreciating the combination of affordability and high-quality service, which reinforces JPG's reputation as a reliable choice for accounting solutions.
Read All Reviews

Was this helpful?
View Profile
Livvity

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Al Batayih, United Arab Emirates

Services provided

40% Financial Advising & Planning

50% Corporate Training & Coaching

10% Business Consulting

Livvity is a team-building company renowned for organizing impactful events and conducting personality and leadership assessments. Reviews consistently highlight Livvity's excellent project management and ability to enhance team spirit and collaboration. With 100% positive feedback, clients commend their close working relationships, positivity, and understanding of client needs.

See all 1 projects

1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Livvity has received positive feedback for their excellent project management and ability to foster team cohesion through tailored events. A recent client praised Livvity for organizing a successful team-building event that significantly improved morale and collaboration within their team. The client highlighted Livvity's understanding of their needs and effective communication throughout the project. Overall, the sentiment is highly favorable, with no areas for improvement identified by the client.
Read 1 Recent Review

Was this helpful?

Industry Experience

Livvity has demonstrated expertise in the Supply Chain, Logistics, and Transport industry by successfully organizing impactful team-building events. Feedback highlights their strengths in project management, effective communication, and understanding client needs, resulting in improved team morale and collaboration. Overall, clients express high satisfaction with Livvity's services, indicating they are a strong fit for companies seeking to enhance team dynamics and foster a positive workplace culture.
Read All Reviews

Select Industry to see insights

Supply Chain, Logistics, and Transport

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients have praised Livvity for their competitive pricing and overall value for money. One client noted that Livvity's pricing fit their budget and was instrumental in choosing them for a team-building event. The positive outcomes of the engagement, including improved team morale and collaboration, further justified the investment. Overall, the sentiment reflects satisfaction with the cost-effectiveness of Livvity's services, with no reported areas for improvement in this regard.
Read All Reviews

Was this helpful?

View Profile
Al Burhan Accounting and Taxation

5.0 2 reviews

$1,000+

$50 - $99 / hr

2 - 9

Dubai, United Arab Emirates

Services provided

20% Financial Advising & Planning

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +3 services

20% Tax Law

15% Business Consulting

5% Banking Law

Al Burhan Accounting and Taxation is a professional firm specializing in accounting, bookkeeping, budgeting, and taxation services. The company has received overwhelmingly positive feedback, with 100% of reviewers highlighting their professionalism and expertise. Clients commend Al Burhan for exceeding expectations, with one noting a 13% increase in targets achieved. Their dynamic involvement and comprehensive knowledge make them a trusted partner in financial management.

See all 2 projects
Reviews mention Great team
Clients consistently commend Al Burhan Accounting for their professionalism and expertise, describing the team as 'filled with experts' and 'doctors for numbers.' One client noted that their dynamic involvement led to exceeding profitability expectations by 13%. Another highlighted the ease of communication, stating that 'one email' was sufficient for prompt action. Overall, the sentiment reflects a strong appreciation for the team's capabilities and responsiveness, establishing them as a reliable partner in accounting services.

Bookkeeping for Sports Marketing Company

5.0 Feb 1, 2023

The Whole team is in fact very professional. One email and things always got into action. The Team is filled with experts, and they are really doctors for numbers.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Al Burhan Accounting and Taxation has demonstrated expertise in the advertising & marketing and sports industries, providing comprehensive financial management and accounting services. Clients praised their professionalism, timely communication, and ability to deliver measurable outcomes, such as cost savings and exceeding financial targets. Overall sentiment is highly positive, with clients highlighting the provider's thorough knowledge and dynamic involvement as key strengths, making them a suitable partner for businesses seeking reliable financial services in these sectors.
Read All Reviews

Select Industry to see insights

Sports Advertising & marketing

Was this helpful?

More responsive than most other service providers

Al Burhan Accounting and Taxation is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
Get in Touch

Was this helpful?

$1,000 $2,000 $3,000

Statutory Audit
“Compliance is not a choice.” The statutory audit is a legally mandated review of the accuracy of the financial statements and filings of an organization. It is usually carried out by an authorized third-party. Non-compliance, if found, carries consequences. But you knew that already, didn’t you? What you might not know is that professional help
View Packages

Was this helpful?
View Profile
Finsights Group

5.0 2 reviews

$1,000+

$200 - $300 / hr

2 - 9

Services provided

50% Financial Advising & Planning

50% Financial Consulting

Finsights Group is a Financial Advising and Planning firm that excels in providing comprehensive financial analysis, strategic planning, and investor communication services. 100% of reviewers highlight their responsiveness and strategic expertise, emphasizing the firm's ability to optimize financial processes and support business model strategies, thereby enhancing investor confidence and decision-making. Clients consistently commend their integrity and tailored approach to financial advisement.

See all 2 projects

2 of 2 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Advising & Planning for Mental Health Platform
5.0 — Finsights Group provides financial modeling and consulting services for a mental health platform. The team leads budgeting and variance analysis, and develops investor-facing materials. Read more
Read 2 Reviews

Was this helpful?

Industry Experience

Finsights Group has demonstrated expertise primarily in the Information Technology and Business Services industries. Clients appreciate their strategic financial guidance, scenario planning, and investor communication support. Notably, they have excelled in optimizing financial reporting and enhancing investor relations for a healthcare startup and a leadership development firm. Overall, feedback highlights their responsiveness, integrity, and ability to deliver tailored, impactful solutions, making them a strong fit for organizations seeking financial strategy and analysis.
Read All Reviews

Select Industry to see insights

Information technology Business services

Was this helpful?

Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients consistently express satisfaction with Finsights Group's cost-effectiveness and value for money. One client noted that the pricing fit their budget and appreciated the company's integrity, stating that they provided honest and efficient consulting without inflating hours. Another client highlighted the team's flexibility and value for the price, emphasizing that their financial management process improved significantly. Overall, the sentiment reflects that Finsights Group delivers quality services at a competitive price.
Read All Reviews

Was this helpful?

View projects from:

United Arab Emirates (1) United States (1)

Was this helpful?

View Profile
Block3 Finance

5.0 5 reviews

$5,000+

$150 - $199 / hr

50 - 249

Newmarket, Canada

Services provided

25% Financial Advising & Planning

30% Tax Law

25% Accounting +1 service

20% Blockchain

Block3 Finance is a specialized financial services company offering cryptocurrency accounting, tax compliance, and CFO advisory services. Based on the reviews, 100% of clients praised their unique blend of crypto expertise and CFO consulting, noting a 40% reduction in transaction processing time and improved financial management. They are recognized for their project management proficiency and timely delivery.

See all 5 projects
Reviews mention Flexible
Block3 Finance received positive feedback regarding its flexibility in adapting to regulatory changes and its responsiveness to client needs. Clients noted that project management was superb, with all deliverables provided on time. One client emphasized the importance of Block3 Finance's adaptability, stating that their flexibility ensured the company felt secure in managing financial activities. Overall, the sentiment reflects a strong appreciation for Block3 Finance's ability to meet dynamic project requirements effectively.

Accounting System Services for Law Firm

5.0 Sep 5, 2026

Project management by Block3 Finance was very good. All deliverables were delivered in time and there was a high level of responsiveness from their side. We were confident about the handling of our financial activities because of their flexibility in managing regulatory changes.
Read Full Review

Read All Reviews

Was this helpful?
2 of 2 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Block3 Finance has received positive feedback for its exceptional service in crypto accounting and financial reporting. Clients noted significant improvements, including a 40% reduction in transaction processing times and full compliance with tax regulations. The company's project management was praised for timely deliveries and effective communication. Reviewers highlighted Block3 Finance's unique blend of crypto expertise and CFO consulting, which provided valuable strategic insights for scaling Web3 businesses. Overall, the sentiment is overwhelmingly positive, with no suggested areas for improvement.
Read 2 Recent Reviews

Was this helpful?

Industry Experience

Block3 Finance has demonstrated expertise primarily in the retail and legal industries, providing critical services such as crypto accounting, tax compliance, and financial reporting. Clients commended their ability to enhance operational efficiency, with measurable improvements including a 40% reduction in transaction processing times and significant cost savings. Overall sentiment across these industries indicates that Block3 Finance is well-suited for companies navigating the complexities of the Web3 landscape, combining financial acumen with specialized crypto knowledge.
Read All Reviews

Select Industry to see insights

Other industries

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Block3 Finance is highly regarded for offering good value for cost, with clients noting that their pricing fits within budget while delivering significant results. One client highlighted a 20% reduction in overhead costs and improved reporting processes, attributing this success to Block3 Finance's effective financial advisory and operational clarity. Overall, feedback indicates strong satisfaction with the company's cost-effectiveness and the quality of services provided.
Read All Reviews

Was this helpful?
View Profile
Acclarity

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Fort Lauderdale, FL

Services provided

20% Financial Advising & Planning

20% Accounting

20% Commercial Financing +2 services

20% Financial Consulting

20% Fractional CFO Services

Acclarity is a financial consulting firm specializing in KPI reporting, interim accounting support, and ad hoc financial consulting. According to client feedback, 100% of reviewers highlight their impressive use of technology and data analytics, which facilitates timely business decisions and efficient project management. Both reviews emphasize their reliable communication and responsiveness, with no negative feedback reported.

See all 2 projects
Reviews mention Innovative
Clients have consistently praised Acclarity for its innovative approach, particularly in utilizing technology to enhance project outcomes. One client highlighted their impressive use of technology, which facilitated accurate and meaningful data reporting, enabling timely business decisions. This innovative strategy has led to significant improvements in patient volume and resource alignment, demonstrating Acclarity's ability to provide creative solutions that effectively address client needs.

Financial Consulting for Dermatology Clinic

5.0 Sep 19, 2025

Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

Acclarity has demonstrated expertise in the Financial Services and Healthcare industries, providing valuable services such as KPI dashboard creation, interim accounting support, and financial consulting. Clients praised their responsiveness, competence in data analytics, and ability to deliver meaningful insights that enhance decision-making. Overall, feedback indicates strong performance and impact, particularly in supporting operational improvements and strategic resource alignment, making them a suitable partner for companies in these sectors.
Read All Reviews

Select Industry to see insights

Healthcare

Was this helpful?

Average Project Cost Breakdown

What Clients Have Said
Clients consistently highlight Acclarity's strong value for money, noting that their services provide effective solutions at a competitive cost. For instance, one client emphasized selecting Acclarity due to 'good value for cost,' while another mentioned their ability to deliver timely and meaningful data that enhances decision-making. Overall, the sentiment reflects satisfaction with Acclarity's pricing relative to the quality of service provided, reinforcing their reputation as a reliable partner for financial consulting.
Read All Reviews

Was this helpful?
View Profile
PLAIN PLAN SRL

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Chișinău, Moldova

Services provided

10% Financial Advising & Planning

50% Accounting

20% Finance & Accounting Outsourcing (FAO) +3 services

10% Corporate Law

5% HR Consulting

5% HR Outsourcing

PLAIN PLAN SRL is a bookkeeping and accounting services firm specializing in sectors such as wholesale trade, management consultancy, and IT. With a team of legal, accounting, and HR consultants, they are praised for their professionalism and personalized service. All reviewers express satisfaction, highlighting efficient tax optimization and reliable support, with 100% positive feedback and no noted areas for improvement.

See all 2 projects
Reviews mention Professional
Clients consistently commend PLAIN PLAN SRL for their professionalism and high-quality services. Feedback highlights the team's expertise in bookkeeping, with one CEO noting their 'quick reaction and involvement' in processes. Another client emphasized the 'prompt, accurate, and professional service' provided, which alleviated the burden of compliance with changing legislation. Overall, the sentiment reflects a strong trust in PLAIN PLAN SRL's capabilities, with clients expressing satisfaction and recommending their services without reservations.

Accounting & Bookkeeping for Management Consultancy Firm

5.0 Sep 3, 2021

The company Plain Plan LLC has proved itself to be a reliable partner over a long time of cooperation. The individual approach to each client is supported by the proper level of skills of employees. High-quality and detailed consulting on bookkeeping issues allows us to save money. Professionalism, quick reaction and involvement in the process.
Read Full Review

Accounting Services for IT Solutions

5.0 Jul 5, 2021

Their integrated approach and the work of 3 consultants -professionals enables us to feel protected legally and fiscally, it allows us to be directly engaged in the main activity, entrusting the legal, accounting, tax, and financial questions to professionals. They provide a prompt, accurate and professional service and relieve us of the burden of staying up-to-date with ever-changing legislation. They execute clear and high-quality work, and, most importantly, in compliance with all deadlines, makes us very happy! Competent consulting on reducing costs and optimizing taxes point out the high professionalism of the PLAIN PLAN employees.
Read Full Review

Read All Reviews

Was this helpful?
Industry Experience

PLAIN PLAN SRL has received positive feedback across various industries, notably Consulting and Design. In the Consulting sector, clients highlight their expertise in bookkeeping and management consultancy, praising the company for its high-quality services and individualized approach. In the Design industry, feedback emphasizes their professionalism in managing accounting needs, particularly for IT companies, ensuring compliance with evolving legislation. Overall, PLAIN PLAN demonstrates strong capabilities in bookkeeping, tax optimization, and legal support, making them a suitable partner for businesses in these sectors.
Read All Reviews

Select Industry to see insights

Consulting Design

Was this helpful?

Average Project Cost Breakdown

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

What Clients Have Said
Clients of PLAIN PLAN SRL consistently express satisfaction with the company's pricing structure, favoring the fixed-rate model over hourly fees for its affordability and predictability. One client noted that this pricing approach allowed them to budget effectively. Overall sentiment indicates that clients perceive high value for money, with many highlighting the quality of service and expertise in bookkeeping and tax optimization as significant advantages, leading to cost savings for their businesses.
Read All Reviews

Was this helpful?
View Profile

Tell us what you need — we’ll match you with top agencies and their real-time quotes in minutes.

Get My Quotes

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

In-depth client interviews and ratings
Comprehensive project details
Market presence
Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Top Financial Planning Firms

List of the Best Strategic Financial Planning Firms

Reviews mention Flexible

Bookkeeping Services for Software Development Company

Accounting & Financial Consulting for Restaurant

Accounting Services for Preventative Healthcare Insights Co

Average Project Cost Breakdown

What Clients Have Said

Rise Accounting is very responsive

Financial Advising & Planning for Hospitality Mgmt Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Understands their clients' needs

Website Deployment for E-Commerce Service Provider

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviewed 1 time in the past 6 months

Accounting for E-Commerce Company

Industry Experience

Select Industry to see insights

Reviewed 1 time in the past 6 months

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviewed 1 time in the past 6 months

Industry Experience

Average Project Cost Breakdown

What Clients Have Said

Manay CPA is very responsive

Dark Horse CPAs is very responsive

ICT Lions is very responsive

Reviews mention Reliable

Accounting Services for Food Product Distributor

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Flexible

Financial Consulting for SaaS Company

Financial Consulting for Yoga Events Promotion Company

Reviewed 1 time in the past 6 months

Financial Advising & Planning for Talent Matching Company

Oak Business Consultant is very responsive

Reviews mention High-quality work

Accounting Services & PPC & SEO Campaigns for Digital Agency

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Accounting for Telecommunications Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Industry Experience

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Passionate about their work

Email Marketing & SMM for E-Commerce Company

Industry Experience

Select Industry to see insights

Average Project Cost Breakdown

What Clients Have Said

Reviews mention Communicative

Company Expansion Consulting for Ocean Resources Company

Industry Experience

Select Industry to see insights