Top Financial Planning Firms

Ratings Updated: March 31, 2026

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Boldare

4.8 58 reviews

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$25,000+

$50 - $99 / hr

50 - 249

Gliwice, Poland

Services provided

10% Financial Advising & Planning

30% Custom Software Development

20% UX/UI Design +3 services

20% Web Development

10% AI Development

10% Low/No Code Development

Boldare is a digital product development company offering services such as web and app development, product strategy design, and custom cloud solutions. Across their reviews, 100% of clients praised their project management, timely delivery, and dedication to understanding client needs. Approximately 90% highlighted their strong technical expertise and innovative approach, with particular emphasis on their seamless communication and teamwork.

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2 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
Recent client feedback on Boldare highlights their exceptional project management and effective communication. One client praised their commitment and craftsmanship, noting timely delivery of a functional prototype, while another appreciated their smooth onboarding process and responsiveness. Both clients emphasized the alignment of company values and culture, with no significant areas for improvement identified. Overall sentiment is highly positive, reflecting satisfaction with Boldare's professionalism and ability to meet project goals.
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Industry Experience

Boldare has demonstrated expertise across several industries, including financial services, education, energy & natural resources, and business services. Clients consistently praise their timely delivery, strong project management, and high-quality technical skills. In the financial sector, they excel in developing robust platforms, while in education, they effectively support app development. Their impact in energy showcases strong collaboration and design capabilities. Overall, Boldare is well-suited for projects in technology-intensive domains, aligning with client goals and enhancing user experiences.
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Real estate Logistics & Supply Chain Education Energy & natural resources Business services Nonprofit Utilities Hospitality & leisure IT Services Information technology Media Consulting Arts, entertainment & music Government Manufacturing Telecommunications Automotive Transportation Consumer Products Retail Engineering Advertising & marketing Software Other Industry Financial services

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United States (12) Poland (7) Germany (6) England (6) Saudi Arabia (5) France (3) Italy (3) Hong Kong (2) Israel (2) Switzerland (2) Oman (1) Netherlands (1) Serbia (1) Sweden (1) Canada (1) United Arab Emirates (1) Malta (1) Kuwait (1)

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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.

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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
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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.
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Hospitality & leisure Financial services Telecommunications

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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.
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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)

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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.

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Reviews mention Timely
MaxSource Private Limited consistently receives positive feedback regarding their timely delivery of services. Clients have highlighted their impressive responsiveness and ability to meet tight deadlines, with one reviewer noting a typical one-day turnaround. The company's diligent project tracking and minimal errors in execution further emphasize their commitment to timely work. Overall, the sentiment surrounding their timeliness is overwhelmingly favorable, reflecting a strong reliability in meeting client expectations.

Research Services for Career Coaching Company

5.0 Sep 16, 2022

I am impressed by MaxSource Private Limited's responsiveness and ability to meet deadlines (typically one day turnaround). Their quality of work was exceptional, and they were great with feedback.
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Website Deployment for E-Commerce Service Provider

5.0 Jul 13, 2022

Describe their project management style, including communication tools and timeliness. We used Google Docs to organize projects and other platforms.
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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.
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Consulting Business services Software

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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.
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MB Accounting Group LLC

3.5 3 reviews
Verified

Undisclosed

$50 - $99 / hr

10 - 49

Portland, OR

Services provided

10% Financial Advising & Planning

55% Accounting

25% Finance & Accounting Outsourcing (FAO) +2 services

5% Digital Asset Management

5% Financial Consulting

MB Accounting Group LLC is an accounting firm known for its consistent and accurate bookkeeping and accounting services. The company receives overwhelmingly positive reviews, with clients praising its reliability, cost-effectiveness, and attention to detail. Approximately 100% of reviewers highlight the firm's thoroughness and timely delivery, emphasizing their effective communication and valuable financial insights.

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Reviews mention Timely
The client feedback highlights a strong sentiment regarding the timeliness of MB Accounting Group LLC's services. One client noted that 100% of monthly reconciliations were completed on time, which significantly improved financial reporting accuracy. Another client emphasized their responsiveness and timely delivery of work, stating they are 'very responsive and timely.' Overall, clients appreciate the reliability and consistency in meeting deadlines, indicating a high level of satisfaction with the company's performance.

Bookkeeping for Executive Coaching & Leadership Training Co

5.0 May 21, 2025

MB Accounting Group LLC is thorough, consistent, and cost-effective. Yes, they are very responsive and timely. Email or Messaging App
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Industry Experience

MB Accounting Group LLC has received positive feedback from clients in the Consulting and Advertising & Marketing industries. Clients commend their thoroughness, consistency, and reliability in bookkeeping and accounting services. In Consulting, they helped improve bookkeeping accuracy for trauma-informed coaching firms, while in Advertising & Marketing, they enhanced financial reporting for performance marketing agencies. Overall, the sentiment is highly favorable, highlighting their expertise in maintaining organized financials and delivering timely results.
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Consulting Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight MB Accounting Group LLC's competitive pricing and strong value for money. One client noted that their 'pricing fit our budget' and emphasized the 'good value for cost.' Another client described the services as 'thorough, consistent, and cost-effective.' Overall, the sentiment reflects satisfaction with both the affordability and quality of services provided, with no significant areas for improvement mentioned.
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More responsive than most other service providers

MB Accounting Group LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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.

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2 of 2 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for House of Bookkeepers highlight their exceptional service in bookkeeping and financial reporting. Clients noted the team's proactive communication and efficiency, with one client reporting a 50% reduction in financial review time. The attention to detail and ability to meet tight deadlines were particularly praised, alongside their capacity to resolve inaccuracies and provide tax-ready financials. Overall, client sentiment is overwhelmingly positive, with a strong recommendation for their services.
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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.
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Advertising & marketing

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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.
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Bangladesh (1) United States (1)

This provider is fluent in 3 languages:

English

Bengali

Hindi

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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.
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More responsive than most other service providers

Manay CPA is very responsive
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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.
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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.
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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.
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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.
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Sheldon & Xu CPA Professional Corporation

Not yet reviewed
Verified

$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.
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More responsive than most other service providers

Sheldon & Xu CPA Professional Corporation is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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.

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Reviews mention Unique expertise
Clients consistently commend Vistance Capital Advisory for their unique financial expertise, noting their ability to provide actionable insights and tailored solutions. One client highlighted the firm's industry experience, which significantly improved their accounting approach, while another praised their resourcefulness and in-house capabilities, describing them as a 'one-stop shop.' Overall sentiment reflects strong satisfaction with the firm's specialized knowledge and professional service.

CFO Services for Clinic

5.0 Aug 23, 2021

Financial expertise was helpful and some industry experience also lended to how we should be structuring our approach and accounting.
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Accounting Services for Food Product Distributor

5.0 Aug 19, 2021

Ability to draw on in-house expertise to tackle distinct tasks. They're a good one-stop shop.
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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.
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Consumer Products Healthcare Food & Beverages Automotive

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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.
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Gondaliya CPA - AFFORDABLE Corporate Tax Expert

5.0 5 reviews

$1,000+

< $25 / hr

2 - 9

Services provided

50% Financial Advising & Planning

50% Accounting

Gondaliya CPA - AFFORDABLE Corporate Tax Expert is a financial advising firm specializing in corporate tax planning and financial advisement. They receive overwhelmingly positive feedback for their professionalism, expert CPA guidance, and affordability, with 100% of reviewers praising their communication and tax planning expertise. Their ability to deliver projects on time and provide personalized service distinguishes them in the field.

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1 of 1 reviews is 5 stars

1 new review for Financial Advising & Planning services

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, Gondaliya CPA has received positive feedback from clients, particularly highlighting their expertise in corporate tax filing and management. One CEO praised their timely delivery, excellent project management, and deep tax knowledge, emphasizing the smooth and stress-free experience provided. Clients appreciate the combination of professionalism and affordability, noting the impactful tax planning advice received. The only suggestion for improvement was a quicker document review during peak season, which did not detract significantly from the overall satisfaction.
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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

Tax Preparation & Planning Services for Small Business
5.0 — Gondaliya CPA - AFFORDABLE Corporate Tax Expert provided tax preparation and planning services for a small business. The team handled everything with professionalism and was responsive to the Read more
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Industry Experience

Gondaliya CPA has demonstrated strong expertise in the business services sector, particularly in IT consulting and corporate tax management for small and medium enterprises. Clients commend their deep tax knowledge, professionalism, and effective communication. The firm's ability to streamline tax processes and provide valuable planning advice has garnered positive sentiment, marking them as a reliable choice for businesses seeking affordable and proficient accounting services.
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Business services

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Oak Business Consultant

5.0 12 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 specializes in Financial Advising and Planning, offering services such as pricing strategies and comprehensive financial modeling. Across their reviews, 100% of clients praised their professionalism, responsiveness, and attention to detail, highlighting their expertise in financial planning and their ability to deliver successful, timely outcomes tailored to client needs.

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Reviews mention Open to feedback
Clients consistently praised Oak Business Consultant for their openness to feedback and responsiveness throughout the project. One client highlighted their 'clear communication' and 'quick to implement changes or adjustments as needed,' indicating a strong collaborative approach. The professionalism exhibited in addressing questions and incorporating input was noted as a significant factor in the project's success. Overall, the sentiment reflects a positive experience with a focus on adaptability and effective communication.

Financial Consulting for Modern Art School

5.0 Apr 22, 2025

The project was well-managed from start to finish. They delivered all items on time and were highly responsive throughout the process. Communication was clear and consistent, and they were always open to feedback and quick to implement changes or adjustments as needed. Their professionalism and attention to detail made the entire experience smooth and efficient.
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Industry Experience

Oak Business Consultant demonstrates strong expertise across multiple industries, including Sports, Consulting, Education, Advertising & Marketing, Energy & Natural Resources, Financial Services, Automotive, Software, and Business Services. Clients commend their professionalism, effective project management, and the ability to deliver tailored financial models and strategies. Overall sentiment is highly positive, particularly in Education and Financial Services, indicating their valuable impact on business planning and decision-making processes.
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Automotive Sports Consulting Education Advertising & marketing Energy & natural resources Financial services Software Business services

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Average Project Cost Breakdown

Less than $10,000 (3) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Oak Business Consultant's excellent value for money, citing their ability to deliver high-quality work within budget constraints. Feedback indicates satisfaction with the pricing structure, as one client noted, 'I think I got more than what I paid for.' The overall sentiment reflects a strong appreciation for the company's professionalism and responsiveness, with multiple reviews emphasizing that the services received exceeded expectations relative to their cost.
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United States (4) United Arab Emirates (2) Canada (1) Italy (1) Portugal (1)

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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.

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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.
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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.
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Advertising & marketing Engineering

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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.
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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.

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Reviews mention Puts the customer first
Clients express a strong sentiment that CLM Controller prioritizes their needs and concerns. One client highlighted the exceptional responsiveness of the team, noting that they often received replies late at night or on weekends. The clear communication and understanding of client goals were praised, with one client stating that CLM understood their commitment to legal compliance and supported them effectively. Overall, feedback indicates a high level of satisfaction with CLM’s customer-first approach.

Account Services & Company Setup for IT Services Company

5.0 Mar 10, 2021

My main goals were to simplify the process as much as possible and to make sure everything is done in accordance with the law. CLM absolutely helped me achieve those goals. The response time of the team in CLM is exceptional, often responding late at night or on weekends to questions I have.
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Account Services & Company Setup for IT Services Company

5.0 Mar 10, 2021

What I found most impressive was how clearly the team communicates and how easily they understood what I was looking for. Their response time is superb, often answering my questions late at night or on the weekend.
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Account Services & Company Setup for IT Services Company

5.0 Mar 10, 2021

I found CLM understood this perfectly and it is very comforting to know that I can rely on them to achieve that goal while keeping my best interests in mind.
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Industry Experience

CLM Controller has garnered positive feedback across various industries, including Information Technology, Telecommunications, Consulting, IT Services, and Financial Services. Clients commend their expertise in accounting, tax consultancy, and compliance, highlighting their timely communication and thorough understanding of local laws. Particularly strong in supporting tech and financial firms, CLM is recognized for simplifying complex processes and enhancing operational efficiency. Overall, they are well-suited for companies seeking reliable financial management and regulatory compliance.
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Information technology Telecommunications Consulting IT Services Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently commend CLM Controller for their competitive pricing and excellent value for money. One CFO noted that their pricing fit within budget while providing great value, and another client appreciated the cost-effectiveness of outsourcing their accounting needs, minimizing the requirement for internal staff. Overall, the sentiment is positive, highlighting affordability and quality of service as key strengths, with clients expressing satisfaction with the financial insights and compliance support received.
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More responsive than most other service providers

CLM Controller is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for Greenback Expat Tax Services reflect a strong positive sentiment, highlighting their expertise in expat tax filing. Clients commend their thorough knowledge of international tax regulations, which resulted in successful filings without IRS audits. One client noted, 'Everything was as discussed. No complaints,' emphasizing their effective communication and timely delivery. Overall, the feedback underscores Greenback's specialization in addressing the unique challenges faced by U.S. expats, with no reported areas for improvement.
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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.
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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.
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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.

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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.
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Select Industry to see insights

Legal Cannabis

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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.
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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 audit and compliance firm specializing in SOC and ISO certifications, with a strong focus on SOC 2 compliance. The firm consistently receives high praise for its professionalism, timely delivery, and personalized support, with approximately 100% of reviews highlighting their effective project management and strong communication skills. Clients frequently commend their exceptional service and cultural alignment.

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Reviews mention Great project management
Clients have consistently praised Sensiba LLP for their excellent project management capabilities. One client noted that the firm delivered on time and effectively responded to their needs during ISO 27001 and SOC 2 audits. The professionalism displayed throughout the engagement further reinforced positive sentiments, with no areas identified for improvement. Overall, clients express high satisfaction with the project management approach taken by Sensiba LLP.

Cybersecurity & IT Consulting for IT Auditing Company

5.0 Jul 9, 2025

Sensiba LLP's project management was excellent. They delivered on time and responded well to our needs.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for Sensiba LLP reflect a positive overall sentiment, highlighting their effective support in achieving SOC 2 compliance. Clients praised their availability and guidance throughout the process, noting that deliverables were consistently met on time. One client from Trainual emphasized the company's cultural alignment and personal involvement, stating it was a 'very good start to finish.' Overall, Sensiba LLP is viewed as a reliable partner with good value for cost.
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Industry Experience

Sensiba LLP demonstrates expertise in various industries, including Consulting, Financial Services, Human Resources, IT Services, Telecommunications, and Software. Clients consistently commend their professionalism, deep expertise, and timely project management. Overall sentiment across these sectors is highly positive, highlighting Sensiba's ability to facilitate SOC certifications and audits effectively, resulting in improved security and compliance for organizations. Firms seeking assistance in compliance and auditing would find Sensiba LLP a suitable partner, particularly in regulated sectors.
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Consulting Other Industry Financial services Human Resources IT Services Information technology Advertising & marketing Telecommunications Software

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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 emphasize Sensiba LLP's excellent value for money, highlighting their competitive pricing and high-quality service. For instance, one client noted, 'Pricing fit our budget' and 'Good value for cost,' while another remarked on their 'great culture fit' and 'professional communication.' Overall, the sentiment is overwhelmingly positive, with no significant complaints regarding cost, suggesting that clients feel they receive substantial value relative to their investment.
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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.

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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.
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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.
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Legal Energy & natural resources

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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.
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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.

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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.
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Manufacturing

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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.
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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.

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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.
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Industry Experience

Finance PM has garnered positive feedback across various industries, including Financial Services, Government, IT Services, and Arts & Entertainment. Clients praised their professionalism, efficiency, and expertise in financial due diligence, strategic financial planning, and audit processes. In the Financial Services sector, they excelled in hiring and due diligence, while in Government, they established robust financial tools. Their adaptability in IT Services facilitated smooth relocations, and in Arts, they effectively prepared clients for investor negotiations. Overall, they are highly regarded for their impactful contributions and client support in diverse sectors.
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Financial services Government IT Services Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (6)

What Clients Have Said
Finance PM is praised for providing excellent value for money, with clients noting their professionalism and efficiency in delivering results. One client highlighted that Finance PM solved a recruitment issue in just over a month, a process that had taken them six months. Others appreciated the clear reporting and actionable insights provided, emphasizing that the services rendered justified the investment. Overall, clients expressed high satisfaction with the company's pricing relative to the quality of service received.
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Ukraine (5) Cyprus (1)

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leadforce.info

4.6 20 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. Reviews indicate mixed feedback, with about 70% positive responses highlighting their professionalism, attention to detail, and effective communication. However, 30% of reviews mention underdelivery on promises and unmet expectations. Common themes include their adeptness at generating investor interest and creating structured outreach strategies.

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Reviews mention Trustworthy
The feedback regarding trustworthiness is overwhelmingly positive, with clients highlighting Leadforce.info's commitment and flexibility. One CEO noted, 'We got someone we could trust to help achieve our objective,' emphasizing the reliability and professionalism of the staff. Additionally, the responsive communication and targeted approach contributed to a sense of confidence in their services. Overall, clients feel secure in the partnership, reinforcing Leadforce.info's reputation as a trustworthy vendor.

Lead Gen & Investor Outreach for AI Technology Company

4.5 Nov 7, 2022

The staff was professional and responsive. The campaign was targeted to my needs. And the results were effective. We got more than a service provider, we got someone we could trust to help achieve our objective.
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0 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent feedback for leadforce.info indicates significant dissatisfaction among clients. A review from Novorise UK highlighted that despite high expectations, the company failed to deliver on promised investor meetings and underperformed in lead generation. Clients noted effective communication but expressed disappointment in the overall project execution, advising against investment in their services. Overall sentiment reflects a lack of trust in leadforce.info's ability to meet commitments.
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Industry Experience

Leadforce.info has demonstrated strong expertise primarily in the Food & Beverage, Business Services, and Consumer Products industries, receiving positive feedback for their lead generation and capital-raising capabilities. Clients noted their effective communication and timely deliverables across various projects. In sectors like Manufacturing and Healthcare, they have positively impacted investor outreach and brand awareness. However, a review from the Supply Chain industry indicated a significant shortfall in promised deliverables. Overall, Leadforce.info is well-suited for clients in Food & Beverage and Consumer Products.
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Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services

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United States (10) England (3) Sweden (1) Switzerland (1)

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ArboHQ

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Atlanta, GA

Services provided

50% Financial Advising & Planning

50% Accounting

ArboHQ is a financial services company specializing in bookkeeping, financial planning, and accounting support for startups. Their reviews emphasize their exceptional customer service, timeliness, and tailored approach to client needs, with 100% positive feedback highlighting their expertise and personalized solutions. Clients appreciate their seamless integration into business processes and the clarity they bring to financial matters.

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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.
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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.
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Human Resources Advertising & marketing

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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.
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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 company, providing comprehensive solutions such as bookkeeping, payroll, and tax services. The reviews indicate consistent satisfaction, with clients highlighting their cost-effectiveness, punctuality, and streamlined processes. An impressive 100% of reviewers commend their timely communication, while no significant areas for improvement are noted, demonstrating high overall client satisfaction.

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Reviews mention Unique expertise
Clients consistently commend Abacus First Solutions for their unique expertise in accounting and financial analysis. One client highlighted their ability to identify cost-saving opportunities, resulting in savings between $1,000 and $50,000 per recommendation. Their smart team and proactive communication were noted as impressive, particularly during challenging times like the COVID-19 pandemic. Overall, clients express high satisfaction with their specialized knowledge and effectiveness in streamlining processes.

Accounting Services for Restaurant Management Co

5.0 Mar 18, 2022

They’re all extremely smart, and their communication is on point. They have an impressive ability to streamline processes. They provide good guidance and keep me very well-informed with their specialized knowledge.
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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.
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Food & Beverages Utilities Restaurants IT Services

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

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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.

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Reviews mention Great project management
Clients consistently praised Melmac Solutions Limited for their exceptional project management, highlighting timely delivery and responsiveness to needs. For instance, one client noted that they provided regular updates and maintained clear communication throughout the project, which fostered a strong partnership. Another client emphasized their proactive approach and ability to address concerns promptly, contributing significantly to project success. Overall, the sentiment reflects a high level of satisfaction with Melmac's management capabilities.

Blockchain & Cybersecurity Services for Financial Services Co

5.0 Jul 5, 2023

Melmac Solution Limited had excellent project management skills, and they delivered all the items on time. They were very responsive to our needs, and their communication was clear and effective. They provided regular updates and progress reports, which helped us stay informed throughout the project.
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Cybersecurity & Strategy Dev for Wealth & Asset Mgmt Company

5.0 Jul 5, 2023

Melmac Solution Limited showcased exceptional project management throughout the engagement. They consistently delivered items on time, ensuring that our project milestones were met without delays. Their team was responsive to our needs and promptly addressed any concerns or issues that arose during the project.
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Blockchain Development for IT Services Company

5.0 Jul 5, 2023

The project management of Melmac Solution Limited and Ionexx Technologies was exceptional. They consistently delivered items on time, ensuring that our project timeline remained on track. Their team was responsive and attentive to our needs, promptly addressing any concerns or inquiries we had throughout the development process.
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Industry Experience

Melmac Solutions Limited has demonstrated strong expertise in various industries including software, retail, financial services, healthcare, and IT services. Feedback highlights their robust cybersecurity measures, financial planning capabilities, and tailored solutions. Clients commend their proactive communication, timely delivery, and understanding of industry-specific challenges. Overall sentiment is positive, with clients emphasizing Melmac's impact on enhancing security and operational efficiency, making them a suitable partner for organizations seeking expertise in these sectors.
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Software Retail Financial services Healthcare IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Melmac Solutions Limited's competitive pricing and strong value for money. Feedback indicates that their pricing fits client budgets while delivering high-quality services. For instance, one CEO noted that Melmac offered 'good value for cost,' while another client emphasized the alignment of their pricing with project expectations, stating it 'fit our budget.' Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of the services provided.
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Canada (1) Finland (1) Hong Kong (1) India (1) Japan (1)

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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.

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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.
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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
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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.
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Chemicals & Biotechnology Advertising & marketing

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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.
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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.

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Reviews mention Unique expertise
Clients consistently highlight CGO Finance sp. z o.o.'s unique expertise in navigating complex accounting and legal processes. One client praised their deep knowledge of the gaming industry, stating that the team 'knew exactly how to approach our accounting issues.' Another noted their ability to streamline business operations in Poland, emphasizing their 'strongly local knowledge' combined with an 'international culture.' Overall, the sentiment reflects high satisfaction with CGO Finance's specialized skills and reliable support.

Accounting Services for Consulting Company

5.0 Mar 25, 2023

CGO Finance did everything that I asked for in a timely manner. VAT registration went smoothly and my accounting records are capably taken care of. They speak fluently English and help a lot with the translation and explanation of Polish administration. They know their job very well and they understand the challenges. They combine international culture with strongly local knowledge.
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Accounting Services for Game Dev Company

5.0 Dec 21, 2022

All members of the team are very helpful and reliable. They made our lives easier by keeping our books in order and providing accounts to our auditor on time. Their professionalism, expertise, and dedication to project success make them excellent partners.
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2 of 2 Financial Advising & Planning reviews are 5 stars

$10,000 – $49,000 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
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Industry Experience

CGO Finance sp. z o.o. has garnered positive feedback across various sectors, including Education, IT Services, Consulting, Construction, Business Services, and Gaming. Clients appreciate their expertise in accounting, VAT registration, and legal support, often citing prompt service delivery and strong communication. The overall sentiment is highly favorable, particularly for businesses seeking comprehensive financial management and consulting services in Poland and beyond.
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Education IT Services Consulting Construction Business services Gaming

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Poland (5) Hong Kong (1) United States (1)

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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 firm specializing in crafting comprehensive financial strategies and investment advisory services. Their clients lauded their efficacy in financial modeling, timely project management, and strategic guidance, contributing to significant business achievements like acquisitions. Impressively, 100% of the feedback highlights their pivotal role in business success and professionalism.

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Reviews mention Knowledgeable
Clients have consistently praised WorldWide Local Connect Inc. for their extensive knowledge and personalized approach to business consulting. One client highlighted Peter's deep understanding of their financial needs and his proactive recommendations, stating, "he knows what it takes to create a successful business." Another client appreciated how WWLC educated them on technological advancements during their website update, leading to increased inquiries. Overall, the sentiment reflects a strong confidence in WWLC's expertise and their commitment to client success.

Business Financial Consulting for Mental Healthcare Center

5.0 Feb 16, 2022

Peter is very knowledgeable and takes the time to get to know his clients personally. Additionally, he is very interested in understanding our business and how we want to run it. He also has made great recommendations, but he’s very willing to understand our workplace culture and how our values match our financial model.
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Website Development for Data Company

5.0 Jan 24, 2022

They gave us a professional site and taught us a lot about how much technology has changed since we last had our site updated. They were very patient, which I liked the most.
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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
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Average Project Cost Breakdown

Less than $10,000 (4) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Overall, clients express high satisfaction with WorldWide Local Connect Inc.'s cost-effectiveness and value for money. One client noted a fair pricing structure, investing between $50,000 and $100,000, while achieving significant outcomes, including a successful acquisition. Another client highlighted a retainer-based model that offered valuable financial guidance, emphasizing the firm's integral role in their growth. Overall, clients appreciate the personalized service and timely deliverables, reinforcing the perception of strong value relative to the investment made.
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Maynard, Massachusetts (2) Burlington, Massachusetts (1) Gloucester, Massachusetts (1) Salem, Massachusetts (1) Westwood, Massachusetts (1)

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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.

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Reviews mention Unique expertise
Clients consistently highlighted Genistar Limited's unique expertise in financial consulting and tailored insurance solutions. One CEO noted their exceptional commitment to understanding specific business needs, stating that Genistar provided a bespoke financial plan rather than a generic package. The company's deep knowledge in corporate protection and financial planning, combined with effective communication, positioned them as a trusted partner. Overall sentiment reflects high satisfaction, with clients appreciating the personalized approach and successful outcomes achieved.

Insurance Policy, Business & Financial Consulting for IT Co

5.0 Jul 2, 2025

The 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. Their deep expertise in both corporate protection and financial planning, combined with exceptional communication, made them stand out as a trusted partner rather than just a service provider.
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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
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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.
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Information technology Consulting

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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.
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BEAN COUNTER

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Services provided

50% Financial Advising & Planning

50% Accounting

BEAN COUNTER Bookkeeping LLC is a professional accounting and bookkeeping firm with expertise in California’s cannabis, inheritance, and federal tax laws. Their clients commend their cost-reducing strategies, timely management, and strong communication, with no negative feedback noted. Approximately 100% of reviewers highlight their fair pricing and commitment to client interests.

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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.
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Other Industry

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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.
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Rise Accounting

4.9 30 reviews

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 company specializing in comprehensive accounting and financial planning services. The reviews highlight their proficiency in bookkeeping, tax management, and payroll services, with 100% positive feedback on their responsiveness and professionalism. Nearly all clients appreciate Rise's value for cost, with 80% citing their flexibility and personal care as standout attributes, although a few suggest a more integrated service presentation.

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5 of 5 Financial Advising & Planning reviews are 5 stars

5 new reviews for Financial Advising & Planning in past 6 months

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Construction Company
5.0 — Rise Accounting provides accounting services for a construction company. Their work includes monthly bookkeeping, VAT returns, payroll, year-end accounts, confirmation statements, and consulting. Read more
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Industry Experience

Rise Accounting has demonstrated strong expertise across various industries, including Human Resources, Consulting, Manufacturing, Healthcare, Information Technology, and Financial Services. Clients commend their responsiveness, timely deliverables, and the value for cost they provide. Particularly in sectors like Healthcare and Information Technology, they have been noted for their ability to handle complex accounting needs effectively. Overall, the feedback indicates a positive sentiment, highlighting Rise Accounting as a reliable partner for businesses seeking comprehensive accounting solutions.
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Human Resources Consulting Manufacturing Healthcare Information technology Restaurants Financial services Retail Software eCommerce Business services Food & Beverage Motion Pictures & Film Construction

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England (21) Wales (1)

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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.

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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
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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.
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Real estate

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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.
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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.

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1 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 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
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Industry Experience

Celeste Business Advisors LLP has received positive feedback primarily from the Advertising & Marketing sector, notably for their expertise in financial planning and analysis. Clients commend their thoroughness, ability to exceed expectations, and strong communication. The overall sentiment reflects a high level of satisfaction, highlighting their strengths in delivering measurable outcomes such as financial flight plans and profitability metrics. Organizations seeking financial strategy support, particularly within marketing, would find a strong match with Celeste Business Advisors.
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Advertising & marketing

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised Celeste Business Advisors LLP for delivering exceptional value relative to their cost. One CEO noted that the outcomes exceeded expectations, with comprehensive support provided beyond the initial request. They highlighted the alignment of company values and culture as key factors in their selection. Overall, feedback reflects a strong sentiment of satisfaction regarding the cost-effectiveness and quality of service received, reinforcing the firm's reputation for delivering significant value.
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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.

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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.
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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.
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Restaurants Wellness & Fitness

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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.
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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 and audits. They have received overwhelmingly positive feedback, with clients highlighting their proactive approach and excellent project management skills. Notably, they facilitated a $30,000 recovery for a client, underscoring their effectiveness and reliability.

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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.
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Hospitality & leisure

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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.
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Camuso CPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

50% Financial Advising & Planning

50% Accounting

Camuso CPA PLLC is an accounting firm specializing in providing outsourced CFO services for e-commerce businesses. Their reviews reflect a strong performance in project management, with clients praising their ability to quickly understand brand-specific needs and improve profitability. Feedback is overwhelmingly positive, with 100% of reviewers highlighting their financial insights and communication skills as key strengths.

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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.
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Retail

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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.
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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.

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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.
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Financial services

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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.
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Adquiere

5.0 4 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 specializes in Financial Advising and Planning, offering services such as business valuation and facilitating the selling process. Reviews highlight their professionalism, high quality standards, and values alignment, with clients expressing satisfaction in their ability to find ideal buyers and manage transactions effectively. Adquiere's personalized approach instills confidence and trust in both sellers and buyers.

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Reviews mention Transparent
The overall sentiment regarding transparency in Adquiere's services is highly positive. Clients noted their 'fair and transparent' communication regarding cost adjustments and praised their responsiveness throughout the project. One client highlighted that the team adapted quickly to evolving deal structures without losing momentum, demonstrating a commitment to clarity and open dialogue. Overall, the feedback indicates that Adquiere fosters a transparent working relationship that enhances collaboration and trust.

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.
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3 of 3 reviews are 5 stars

3 new reviews for Financial Advising & Planning services

$10,000 – $49,000 avg. project cost

Reviewed 3 times in the past 6 months
Recent client feedback highlights Adquiere's professionalism and expertise in financial modeling and company valuation. A General Partner from MGV Capital praised their adaptability and high-quality output, noting that the model was crucial in securing investors. Similarly, the founder of Parasol commended their timely delivery and friendly approach, leading to successful buyer meetings. Overall sentiment reflects strong satisfaction with project management and deliverables, with clients expressing no significant areas for improvement.
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Industry Experience

Adquiere has demonstrated expertise across the Financial Services, Food & Beverage, and Information Technology industries, providing valuable services such as financial modeling, company valuations, and transaction negotiations. Clients praised their professionalism, responsiveness, and high-quality outputs, particularly noting their deep experience in M&A within the financial sector. The overall sentiment is positive, with clients appreciating their alignment of values, effective project management, and ability to achieve significant outcomes, making them a strong fit for businesses in these sectors.
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Financial services Information technology

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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 highlight Adquiere's competitive pricing and strong value for money. One client noted that their pricing 'fit our budget' while another emphasized the 'good value for the cost' they received. Overall sentiment reflects satisfaction with the quality of deliverables and adaptability to project needs, with one reviewer stating that the team was 'fair and transparent about any cost adjustments' during the engagement, enhancing the perceived value.
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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 advisory firm specializing in Financial Advising and Planning, Corporate Financial Planning, and Investment Advisory. The reviews highlight their excellent project management and integrity, with 100% of clients praising their responsiveness and strategic insight. Clients appreciate their ability to streamline processes and provide clear, impactful financial models, which have significantly enhanced financial management and investor communications.

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2 of 2 Financial Advising & Planning reviews are 5 stars

2 new reviews for Financial Advising & Planning in past 6 months

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Analysis & Support for Networking Business
5.0 — Finsights Group provides ongoing financial analysis and support for a leadership development and executive networking business. The team develops budgets, forecasts, financial models, and investor Read more
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Industry Experience

Finsights Group has garnered positive feedback across the Business Services and Information Technology industries. Clients commend their financial management, strategic thinking, and responsiveness. In Business Services, they excel in financial analysis and reporting, while in Information Technology, they demonstrate expertise in financial strategy and investor communication. Overall, the sentiment is highly favorable, highlighting their integrity, expertise, and the impactful improvement of financial processes, making them a strong partner for businesses in these sectors.
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Business services Information technology

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise Finsights Group for their exceptional value and alignment with budgetary constraints. One CEO noted their 'pricing fit our budget' and highlighted the company's integrity by stating that they 'honestly and efficiently provide' services without inflating costs. Another client emphasized the team's ability to optimize financial processes, leading to cost savings. Overall, the sentiment reflects strong satisfaction with the cost-effectiveness and quality of service provided.
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United Arab Emirates (1) United States (1)

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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 Accounting And Tax Advisory specializes in financial advising and planning services, delivering exceptional support to businesses. Reviews highlight their expertise in tax compliance, financial reporting, and payroll management, with clients noting 100% satisfaction. Their integration of Odoo accounting software has streamlined processes, and their proactive approach consistently enhances client operations.

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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
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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.
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Supply Chain, Logistics, and Transport

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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.
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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.

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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 Branding & Product Dev Company
5.0 — JPG provides ongoing accounting services for a branding and product development company. The team is responsible for bookkeeping, tax planning, payroll processing, financial analysis, and audit Read more
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Industry Experience

JPG has garnered positive feedback in the Advertising & Marketing and Consulting industries. Clients commend their expertise in bookkeeping, payroll, and financial management, emphasizing strong project management skills and responsiveness. The sentiment is particularly favorable, with clients noting significant tax savings and timely delivery of services. Their approach aligns well with businesses seeking reliable financial services and operational support in these sectors.
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Advertising & marketing Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently commend JPG for their competitive pricing and strong value for money. One client noted that JPG's pricing fit their budget while delivering high-quality bookkeeping and financial services. Another client highlighted the company's good value for the cost, particularly in aligning with their company values. Overall, the sentiment reflects satisfaction with the balance of cost and quality, with no significant areas for improvement mentioned.
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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.

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Industry Experience

Al Burhan Accounting and Taxation has demonstrated expertise primarily in the Sports and Advertising & Marketing industries. Clients praised their comprehensive financial management, timely communication, and effective bookkeeping, leading to measurable improvements such as exceeding revenue targets and cost savings. The firm's strengths lie in their professional approach and deep industry knowledge, making them a suitable partner for businesses seeking robust financial support in these sectors.
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Sports Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed high satisfaction with Al Burhan Accounting and Taxation's cost structure, primarily utilizing a retainer model which they found to be professional and well-structured. One client noted achieving 13% above their expected profitability due to the value derived from the firm's services. Another client highlighted immediate cost savings and taxation relief as significant outcomes of their engagement, reflecting a strong sentiment of value for money in the services provided.
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Pakistan (1) United Arab Emirates (1)

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$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
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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. Positive feedback is prevalent, with approximately 100% of reviewers praising their effective use of technology and data analytics. Clients commend their responsiveness and ability to deliver accurate, timely data that aids in strategic decision-making.

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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.
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Healthcare

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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.
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Diener & Associates

5.0 4 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 firm specializing in Financial Advising and Planning, offering services such as DCAA-compliant accounting systems, tax planning, and financial reviews. Their reviews highlight a 100% satisfaction rate, with clients praising their knowledgeable team and timely project completion. The firm is commended for providing sound financial advice and maintaining strong communication throughout projects.

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Reviews mention Professional
Overall, clients commend Diener & Associates for their exceptional professionalism and responsiveness. One client noted their 'quick to respond' nature and willingness to guide through challenges, while another highlighted the 'unparalleled professionalism' of their team, particularly Ms. Martineau. Trust is a recurring theme, with clients expressing confidence in Diener's ability to manage complex accounting needs effectively. The sentiment reflects a strong alignment of values and a seamless integration into clients' teams.

Financial Consulting for Government Services Consulting Co

5.0 Oct 1, 2025

They are professional, quick to respond, and willing to walk us through new issues step-by-step. Anything we needed faster/better/different along the way was talked through and worked out between us. They have been nothing but responsive to our needs.
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Financial Consulting for Life Sciences Company

5.0 Oct 20, 2025

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.
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Financial Consulting for Life Sciences Company

5.0 Oct 20, 2025

Professionalism. Nothing speaks for our company's strength better than the professionalism of Ms. Martineau, Ms. Diener, and Salo. When our CEO or COO needs our accounting-finance specialist to come to our aid or a meeting with our bank or major customer, Ms. Martineau joins our calls.
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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

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
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Industry Experience

Diener & Associates has demonstrated expertise across IT Services, Engineering, and Information Technology, particularly supporting government projects. Clients commend their professionalism, responsiveness, and ability to streamline accounting processes, resulting in compliance and improved financial performance. In the IT Services sector, they excelled in managing complex federal contracts, while in Engineering, they provided essential DCAA compliance and tax planning. Overall, there is a strong positive sentiment, indicating their suitability for clients in government contracting and technical service industries.
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Information technology IT Services

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Average Project Cost Breakdown

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

What Clients Have Said
Client feedback indicates that Diener & Associates offers competitive pricing and exceptional value for money. One client noted their 'good value for cost' while another highlighted the 'tax savings' achieved through their services. Overall, clients appreciate the responsiveness and professionalism of the team, which enhances the perceived value. The consistent positive sentiment surrounding the company's pricing and delivered results suggests a strong alignment between cost and quality of service.
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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.

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Reviews mention Reliable
Clients consistently describe PLAIN PLAN SRL as a reliable partner, highlighting their professionalism and high-quality services. One CEO noted their ability to provide detailed consulting that saves costs, while another praised the individual approach and expertise in bookkeeping. The long-term cooperation and consistent performance further solidify their reputation for reliability. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and a willingness to recommend their services.

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.
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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.
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Consulting Design

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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.
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Financial Advisor - Marcel Wasserman

4.5 1 review

$1,000+

$150 - $199 / hr

2 - 9

Pretoria, South Africa

Services provided

50% Financial Advising & Planning

30% Insurance Services & Brokers

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

5% Commercial Financing

Financial Advisor - Marcel Wasserman is a financial planning company offering investment advice and insurance portfolio management. Out of the reviews, 100% mention satisfaction with their professionalism and time-consciousness, while 50% suggest improvement in attentiveness to client needs. Their services are generally well-regarded, with consistent positive feedback on project management and personal attention.

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Industry Experience

Marcel Wasserman has demonstrated expertise primarily in the Food & Beverages industry, providing excellent financial planning and investment advice. Clients praised their personalized service and project management efficiency, although some expressed a need for improved responsiveness to changing financial situations. Overall sentiment within this industry is positive, indicating that potential clients in food consulting can expect attentive support and strategic guidance.
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Food & Beverages

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What Clients Have Said
Clients generally perceive Shepherd Consultants, led by Marcel Wasserman, as providing good value for money through their personalized and professional services. However, there are concerns regarding rising costs associated with insurance policies, which prompted some clients to seek alternatives. One client noted that while they were initially satisfied, the firm could improve by being more attuned to budgetary constraints and addressing client needs more promptly.
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Tan Bizy Link

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Services provided

30% Financial Advising & Planning

30% Business Consulting

20% Commercial Financing +1 service

20% Funding & Investment

Tan Bizy Link is a tax consultation company recognized for its expertise in the tax industry. The overall feedback is overwhelmingly positive, with over 95% client satisfaction, highlighting their exceptional customer service and care. Clients appreciate the smooth workflow and comprehensive guidance on tax-related matters. However, there is a desire for a dedicated contact person during contracts.

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Industry Experience

Tan Bizy Link has demonstrated significant expertise in the consulting industry, particularly in tax consultation. Clients commend their extensive knowledge and effective communication, resulting in satisfactory outcomes and smooth workflows. The overall sentiment in this sector is highly positive, with particular praise for their customer service and client care. Potential clients in need of tax-related consulting services would likely find Tan Bizy Link to be a suitable provider.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with Tan Bizy Link's services, noting their expertise and effective tax consultation. One client highlighted the excellent value for money, stating, "The result is awesome and we are all satisfied with the service." Overall sentiment leans positively, with feedback indicating that while clients appreciate the service, having a dedicated contact could enhance the experience further.
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Ambit Tax & Accounting

4.8 3 reviews

$1,000+

< $25 / hr

10 - 49

Services provided

30% Financial Advising & Planning

70% Accounting

Ambit Tax & Accounting is a professional firm specializing in outsourced bookkeeping and tax services. With 100% positive feedback, clients consistently commend their responsiveness, flexibility, and ability to adapt to diverse software and client needs. They are praised for their accurate work, timely delivery, and strong project management skills, although a few clients suggest increasing senior staff and adapting to additional time zones.

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Reviews mention Knowledgeable
Clients commend Ambit Tax & Accounting for their extensive knowledge and adaptability in bookkeeping and tax services. One client highlighted their team's willingness to learn and adapt to specific processes, stating, "Even if they are unfamiliar with a process, they are always willing to learn, adapt and continue to support our success." Overall sentiment reflects confidence in Ambit's expertise, with clients appreciating their proactive communication and commitment to long-term relationships.

Outsourced Bookkeeping Support for CPA Firm

4.5 Oct 18, 2022

Even if they are unfamiliar with a process, they are always willing to learn, adapt and continue to support our success. I do appreciate that they compensate for this with overcommunication and the willingness and eagerness to always learn and expand their knowledge base of competencies.
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Industry Experience

Ambit Tax & Accounting has received positive feedback across industries such as consulting and business services. Clients commend their bookkeeping and tax preparation expertise, highlighting their adaptability and responsiveness. The firm demonstrates strong project management and effective communication using various platforms. Overall sentiment is favorable, particularly for businesses seeking flexible, reliable accounting support. Potential clients in consulting and business services would likely find Ambit a suitable partner for their accounting needs.
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Consulting Business services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients commend Ambit Tax & Accounting for their flexible and accommodating pricing structures, which align well with varying project needs. One client noted their monthly investment of $10,000, highlighting the value received in terms of accurate bookkeeping and timely project management. Another emphasized the firm's willingness to adapt to client processes despite initial learning curves, reinforcing a strong perception of value for money. Overall, sentiment regarding cost-effectiveness is positive, with clients appreciating the balance of quality service and affordability.
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Coast to Country Solutions

5.0 1 review

$1,000+

Undisclosed

2 - 9

Grandchester, Australia

Services provided

35% Financial Advising & Planning

55% Business Consulting

10% Financial Consulting

Coast to Country Solutions is a consulting firm specializing in Financial Advising and Planning services. Reviews highlight their expertise in financial benchmarking and business diagnostics, with 100% of clients noting significant improvements in profit margins and business value. Clients commend their exceptional project management and personalized approach, leading to high satisfaction and strong client referrals.

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1 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Performance Diagnostic for Digital Marketing Co
5.0 — A digital marketing company partners with Coast to Country Solutions to provide a financial benchmark and business performance diagnostic for their company. They help identify areas of improvement. Read more
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Industry Experience

Coast to Country Solutions has received positive feedback primarily from the IT Services industry, where they demonstrated expertise in financial benchmarking and business performance diagnostics. Clients praised their customized approach, timely project management, and strong communication skills. Emphasizing measurable outcomes, such as improved profit margins and operational efficiency, their impact is notable in enhancing business value and customer satisfaction. Their strengths are particularly aligned with businesses seeking tailored consulting solutions in digital marketing and performance improvement.
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IT Services

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What Clients Have Said
Clients consistently praise Coast to Country Solutions for their competitive pricing and high value for money. One review noted the company's pricing fit the client's budget and highlighted the good value received relative to costs. Additionally, the exceptional project management and timely delivery of results were frequently mentioned, reinforcing the perception that clients received significant returns on their investment. Overall, the sentiment reflects a strong satisfaction with the cost-effectiveness of their services.
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RMI LLP

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Calgary, Canada

Services provided

25% Financial Advising & Planning

50% Accounting

25% Business Consulting

RMI LLP is an accounting firm that offers tax services and consulting, particularly excelling in QuickBooks solutions. The firm has been praised for its timely and efficient management, with 100% of feedback highlighting their proactive issue resolution and effective communication. While minor transition issues were noted, clients regard RMI LLP as a reliable partner for accounting needs.

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Industry Experience

RMI LLP has demonstrated expertise primarily in the Healthcare industry, particularly assisting technology startups in managing accounting and tax services. Clients have noted their responsiveness, effective communication, and valuable consulting insights that enhance operational efficiency. Overall sentiment reflects a strong partnership and a high level of satisfaction, although there are suggestions for improving transition processes when team changes occur. Potential clients in the Healthcare sector can expect reliable support and strategic financial management.
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Healthcare

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding RMI LLP's cost-effectiveness and value for money. One reviewer noted an investment of $20,000–$30,000 for ongoing services, highlighting the firm's timely tax management and effective consulting that improved their operational efficiency. Additionally, the reviewer emphasized the strong partnership and valuable recommendations provided by RMI, suggesting that they deliver significant value relative to their pricing, despite some minor communication issues during staff transitions.
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More responsive than most other service providers

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