Top Financial Planning Firms

Ratings Updated: November 12, 2026

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Rise Accounting

4.9 30 reviews

Verified

Undisclosed

Undisclosed

50 - 249

London, England

Services provided

25% Financial Advising & Planning

25% Accounting

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

25% Fractional CFO Services

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

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5 of 5 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting & Tax Mgmt for Weight Loss Solutions Co
5.0 — Rise Accounting provides accounting services for a weight loss solutions company. The team handles statutory accounts, management accounts, and tax advice. Read more
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England (21) Wales (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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Avignon Global LLC

5.0 2 reviews

Verified Clutch Guarantee

$1,000+

$50 - $99 / hr

10 - 49

Services provided

10% Financial Advising & Planning

20% Corporate Law

20% Finance Law +6 services

10% Accounting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Consulting

10% Intellectual Property Law

5% Digital Asset Management

5% Employer of Record (EOR) Services

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

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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

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

What Clients Have Said
Avignon Global LLC is recognized for providing excellent value for money, as noted by a client who highlighted that their pricing fit within budget and offered good value. The client reported significant financial benefits, saving around $500,000 due to improved tax planning and documentation. Overall, the sentiment reflects satisfaction with the cost-effectiveness of Avignon Global LLC's services, with no noted areas for improvement.
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More responsive than most other service providers

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

Website Deployment for E-Commerce Service Provider

5.0 Jul 13, 2022

They understood everything so quickly.
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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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Mortar Group

5.0 1 review

Verified

$25,000+

Undisclosed

2 - 9

Brooklyn, NY

Services provided

10% Financial Advising & Planning

60% Commercial Development

30% Funding & Investment

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

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Industry Experience

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

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

5.0 1 review

Verified Clutch Guarantee

Undisclosed

$200 - $300 / hr

2 - 9

Services provided

20% Financial Advising & Planning

40% Accounting

25% Fractional CFO Services +1 service

15% Back Office Outsourcing

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

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1 of 1 reviews is 5 stars

Unknown avg. project cost

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

Darshi Kasotia CPA PLLC has demonstrated strong expertise in the business services sector, particularly in accounting and payroll management. Client feedback highlights their reliability, accountability, and quality of service, with a focus on timely tax filings and error reduction. Their long-term engagement with clients indicates a positive impact, providing peace of mind and allowing clients to concentrate on operational growth. Overall sentiment in this industry is highly favorable, making them a suitable choice for businesses seeking comprehensive financial management.
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What Clients Have Said
Clients commend Darshi Kasotia CPA PLLC for their excellent value for cost, noting a strong alignment of company values and culture. One client highlighted the firm's ability to provide consistent, reliable services over 16 years, which has saved significant time and reduced accounting errors. The overall sentiment reflects satisfaction with their pricing relative to the quality and reliability of services provided, reinforcing the perception of good value for money.
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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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Reviews mention Collaborative
The overall sentiment regarding collaboration with House of Bookkeepers is highly positive. Clients appreciate the team's energetic and proactive approach, which fosters smooth and efficient collaboration. One client noted the straightforward communication and regular updates, highlighting the team's responsiveness in addressing issues. This collaborative spirit not only improved project management but also enhanced clarity and confidence in the financial outcomes delivered.

Accounting & Financial Consulting Services for Video Prod Co

5.0 Dec 24, 2025

The team is energetic, proactive, and highly responsive, making collaboration smooth and efficient throughout the project.
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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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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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More responsive than most other service providers

Dark Horse CPAs is very responsive
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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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Sheldon & Xu CPA Professional Corporation

Not yet reviewed

Verified Clutch Guarantee

$1,000+

$150 - $199 / hr

2 - 9

Services provided

35% Financial Advising & Planning

35% Financial Consulting

30% Accounting

Financial Consulting company Sheldon & Xu CPA Professional Corporation specializes in Financial Consulting and Financial Advising & Planning. They were founded in 2025.
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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
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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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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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1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

CLM Controller has received positive feedback across various industries, including Information Technology, Telecommunications, Financial Services, and other sectors. Clients commend their expertise in accounting and tax consultancy, emphasizing exceptional service quality and responsiveness. Notable strengths include a deep understanding of local regulations and a strong capability in compliance and financial record-keeping. Overall, the sentiment is highly favorable, particularly for companies in technology and financial services seeking reliable accounting and consulting support.
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Financial services Information technology Telecommunications Consulting IT 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 exceptional value for money. One CFO noted their services fit within budget while providing 'good value for cost.' Another client highlighted that hiring CLM minimized the need for additional internal staff, further enhancing cost efficiency. Overall, feedback reflects satisfaction with the affordability of services relative to the quality and expertise offered, reinforcing CLM's reputation as a cost-effective choice in the accounting sector.
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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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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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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 Reliable
Clients regard Finance PM as a highly reliable partner, emphasizing their transparency and prompt communication throughout projects. One client noted the effectiveness of the collaboration, highlighting the team's ability to provide actionable insights and ongoing support even post-project completion. The client expressed confidence in Finance PM's capabilities, stating, 'Finances are a delicate part of the business, and we wanted to entrust them to those who can be relied on.' Overall, the sentiment reflects strong trust and satisfaction with the services provided.

Accounting Services for Communications Bureau

5.0 Mar 18, 2021

Finances are a delicate part of the business, and we wanted to entrust them to those who can be relied on. 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 demonstrated expertise across several industries, including Financial Services, Government, IT Services, and Arts & Entertainment. Clients commend their professionalism, efficiency, and ability to deliver tailored financial solutions, such as due diligence, financial audits, and strategic planning tools. The overall sentiment is positive, particularly highlighting their effectiveness in financial management and advisory roles. This makes them a strong candidate for projects in finance-centric sectors and organizations seeking to enhance their financial operations.
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Financial services Government Arts, entertainment & music IT Services

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Average Project Cost Breakdown

Less than $10,000 (6)

What Clients Have Said
Clients consistently praised Finance PM for their exceptional cost-effectiveness and value for money. One client noted that they solved a six-month hiring challenge in just over a month, demonstrating significant efficiency. Another highlighted the clear reporting and practical recommendations provided, which were easy to implement. Overall, the sentiment reflects a strong appreciation for Finance PM's professionalism, swift service, and the tangible benefits received relative to the investment made.
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Ukraine (5) Cyprus (1)

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leadforce.info

4.7 22 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

15% Financial Advising & Planning

45% Funding & Investment

35% Financial Consulting +1 service

5% Other Marketing

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

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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
leadforce.info has received positive feedback in recent client reviews, highlighting its effectiveness in sourcing investors and managing outreach. One client reported securing £250,000 from leads provided by leadforce.info, while another achieved a 25X return on investment through booked meetings facilitated by the team. Clients praised leadforce.info for excellent project management, clear communication, and timely delivery, with no noted areas for improvement.
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Industry Experience

leadforce.info has demonstrated expertise primarily in industries such as Information Technology, Food & Beverage, Supply Chain, and eCommerce. Feedback highlights strengths in lead generation, investor outreach, and effective communication, with overall positive sentiment in the IT and Food & Beverage sectors. While some clients reported underperformance in meeting setup, most reviews praised leadforce.info for their professionalism and project management, indicating they are well-suited for businesses seeking investment and growth opportunities across diverse sectors.
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eCommerce Consumer Products Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Healthcare Manufacturing IT Services Information technology

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Average Project Cost Breakdown

Less than $10,000 (16)

What Clients Have Said
leadforce.info has received mixed feedback regarding its overall cost and value for money. Many clients praised its pricing as fitting their budget and providing good value, with one noting a 25X return on investment. However, some clients expressed dissatisfaction, stating that leadforce.info underdelivered on promises, particularly in arranging investor meetings. Overall, while several clients found the service effective and economical, others warned against investing due to unmet expectations.
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United States (10) England (5) Sweden (1) Switzerland (1)

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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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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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WorldWide Local Connect Inc.

5.0 6 reviews

$5,000+

$50 - $99 / hr

10 - 49

Maynard, MA

Services provided

25% Financial Advising & Planning

25% Accounting

25% Other Digital Marketing +2 services

15% Business Consulting

10% Financial Consulting

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

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Reviews mention Communicative
Clients consistently praised WorldWide Local Connect Inc. for their excellent communication skills. One client highlighted 'great communication and follow-up,' while another noted Hans's regular updates and prompt responses to inquiries, stating he was 'very easy to get a hold of.' Overall, the sentiment regarding communication is overwhelmingly positive, reflecting a commitment to keeping clients informed and engaged throughout the project lifecycle.

Web Dev for Massage Therapy Company

5.0 Jan 31, 2022

Great communication and follow-up. I enjoyed their enthusiasm and the all-around business experience.
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Web Development for Restaurant

5.0 Jan 21, 2022

Hans was regularly in communication with me. He would follow up every week with what has been done and the next steps. Any email I sent, he would answer it in minutes. Hans was very easy to get a hold of and communicate with.
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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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Industry Experience

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

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

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

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Reviews mention Communicative
Abacus First Solutions has received positive feedback regarding their communication skills. Clients noted their prompt responses, with one stating, "I can reach out to them by phone call every time I need something and get a response the same day." Another client highlighted their ability to keep stakeholders well-informed and emphasized that communication is "on point." Overall, the sentiment reflects a strong appreciation for their communicative approach, which has contributed to effective project management.

Accounting Services for Restaurant Management Co

5.0 Mar 18, 2022

Their scheduling has been really good. They use QuickBooks, and we communicate with them via Zoom, email, and phone calls. I’m able to get results very quickly, especially by phone. The beauty of it is that I can call them and get results quickly — there’s no need to send four emails back and forth.
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Accounting Services for Cleaning Company

5.0 Feb 23, 2022

Project management has been good; I haven’t had any issues with communication and sticking to deadlines. Also, I can reach out to them by phone call every time I need something and get a response the same day.
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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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Oak Business Consultant

5.0 14 reviews

Undisclosed

Undisclosed

10 - 49

Dubai, United Arab Emirates

Services provided

25% Financial Advising & Planning

20% Business Valuation Services

20% Financial Consulting +2 services

20% Funding & Investment

15% Accounting

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

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2 of 2 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

Less than $10,000 (3) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients commend Oak Business Consultant for delivering excellent value for money, often highlighting their competitive pricing and high-quality services. One client noted that they received 'more than what I paid for,' while another emphasized the 'good value for cost' and alignment with company values. Overall, the sentiment is overwhelmingly positive, with clients appreciating the combination of affordability and effective outcomes in financial management and consultancy.
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More responsive than most other service providers

Oak Business Consultant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (5) United Arab Emirates (2) Canada (1) Italy (1) Portugal (1)

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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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ArboHQ

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Atlanta, GA

Services provided

50% Financial Advising & Planning

50% Accounting

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

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Reviews mention Unique expertise
Clients commend ArboHQ for their unique expertise in accounting and financial management, highlighting their ability to simplify complex processes. One client noted, 'ArboHQ is good at what they do — their work stands out from similar vendors.' Their responsiveness and clear communication were particularly appreciated, with a client stating, 'They know what they’re doing, and accounting is their expertise.' Overall sentiment reflects strong satisfaction with ArboHQ's specialized knowledge and tailored services.

Accounting & Bookkeeping for Recruitment & Staffing Startup

5.0 Jan 19, 2022

ArboHQ is good at what they do — their work stands out from similar vendors that I’ve tried. They know what they’re doing, and accounting is their expertise, so working with them feels seamless. Before engaging with ArboHQ, I’ve tried setting up my financials independently through an accounting software. However, it has been too complicated and confusing, and the software provider lacks reliable customer support.
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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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BEAN COUNTER

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palm Springs, CA

Services provided

50% Financial Advising & Planning

50% Accounting

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

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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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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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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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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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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 Communicative
Clients consistently praised Genistar Limited for their clear and proactive communication throughout projects. One CEO noted their 'very good response times' and 'clear communication,' while another highlighted the team's 'exceptional communication' and adaptability to client needs. Overall, the sentiment regarding their communicative approach is highly positive, with clients feeling supported and confident in the partnership, as they appreciated the tailored and attentive service provided.

Insurance Policy, Business & Financial Consulting for IT Co

5.0 Jul 2, 2025

Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were proactive in keeping us updated on progress and next steps, which made the entire process smooth and stress-free. They were also highly responsive to our needs whenever we had questions or needed clarification; they replied quickly with clear, thorough answers. Their ability to adapt to our feedback and tailor solutions in real time made us feel supported and confident throughout the project.
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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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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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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 Knowledgeable
Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.

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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Camuso CPA

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Charlotte, NC

Services provided

50% Financial Advising & Planning

50% Accounting

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

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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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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 Reliable
Clients consistently highlight CGO Finance sp. z o.o. as a reliable partner, particularly for their accounting services. One client noted their impressive knowledge of the gaming industry and their commitment to maintaining orderly books and timely reporting. The team's dedication, professionalism, and effective communication foster a trustworthy environment, allowing clients to focus on their core business activities. Overall, the sentiment reflects strong satisfaction with CGO Finance's reliability and support.

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

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

What Clients Have Said
Clients consistently praise CGO Finance sp. z o.o. for their competitive pricing and high value for money. One client noted, "Good value for cost," while another highlighted their pricing as fitting within budget. The overall sentiment reflects satisfaction with the cost-effectiveness of their services, as multiple reviews emphasize timely delivery and thorough support without additional charges. Clients feel they receive a premium service at reasonable rates, reinforcing CGO Finance's reputation as a reliable partner.
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Poland (5) Hong Kong (1) United States (1)

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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, including audits and property taxes. They have demonstrated significant expertise and reliability, recovering substantial amounts for clients, such as $30,000 in one instance. Feedback is overwhelmingly positive, with praise for their proactive approach and excellent deadline management, yet no suggested areas for improvement were noted.

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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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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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5 of 5 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

Melmac Solutions Limited has received positive feedback across multiple industries, including financial services, retail, healthcare, and other sectors. Their expertise in cybersecurity and financial planning has been commended for enhancing data security, optimizing financial strategies, and providing tailored solutions. Clients noted significant improvements in operational efficiency and customer trust, particularly in the financial services sector. Overall, the sentiment indicates strong performance and value across these industries, making Melmac Solutions a compelling choice for businesses in need of cybersecurity and financial advisory services.
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Software Retail Healthcare Financial services 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 excellent value for money. For instance, a CEO noted that the company's pricing fit their budget while providing good value for the cost. Similarly, multiple clients emphasized the alignment of Melmac's services with their financial constraints, leading to enhanced efficiency and measurable success in security and financial planning. Overall, the sentiment towards the company's cost-effectiveness and value is overwhelmingly positive.
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Canada (1) Finland (1) Hong Kong (1) India (1) Japan (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 Legal and Tax Advisory is a distinguished firm specializing in Financial Advising, Tax Advisory, and Corporate Financial Planning. Reviewers consistently praise their exceptional knowledge, timely delivery, and reliable support, with 100% of reviewers highlighting improved tax compliance and streamlined accounting. Clients commend their ability to enhance business efficiency and provide insightful financial reporting.

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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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Clarity Tax Group & CPA's

5.0 4 reviews

Undisclosed

Undisclosed

10 - 49

Services provided

25% Financial Advising & Planning

25% Accounting

25% Business Consulting +1 service

25% Financial Consulting

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

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Reviews mention Timely
Clients have consistently praised Clarity Tax Group & CPA's for their timeliness in delivering services. One client highlighted that payroll was 'always on time and correct' and noted the team's ability to respond promptly to needs. Overall, feedback reflects a strong sentiment regarding their reliability in meeting deadlines, contributing to a seamless experience for clients.

Accounting, Bookkeeping & Payroll Processing for Painting Co

5.0 Dec 22, 2025

Yes very much on time. Taxes are simple and correctly paid. Everything is in order for the business.
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Industry Experience

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

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

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

10% Financial Advising & Planning

25% Accounting

20% Cybersecurity +4 services

15% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Compliance Consulting

10% Financial Consulting

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

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Reviews mention Communicative
Clients consistently praised Sensiba LLP for their communicative approach, highlighting their reliability and timely responses. One client noted, 'The team was reliable and easy to communicate with,' while another emphasized, 'Their communication and speed to meet our timelines were excellent.' Overall, the sentiment surrounding communication is overwhelmingly positive, with clients expressing satisfaction in the professional and effective communication throughout their projects.

Compliance Consulting for Financial Services Platform

5.0 May 22, 2025

The primary form of communication with Sensiba LLP was through Virtual Meetings and Email or Messaging App. The reviewer highlighted that Sensiba LLP's communication and speed to meet their timelines were excellent, indicating a strong ability to communicate effectively and promptly. There were no areas noted for improvement, suggesting that their communicative approach was well-received.
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Compliance Consulting for Payroll Software Company

5.0 Jun 25, 2025

Professional communication and execution. Highly recommend. The team was reliable and easy to communicate with.
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Industry Experience

Sensiba LLP has demonstrated extensive expertise in various sectors, including Information Technology, Financial Services, and Telecommunications. Feedback highlights their strengths in managing compliance audits for SOC 1, SOC 2, and ISO 27001, showcasing professionalism and effective communication. Clients consistently noted their thoroughness, timely deliveries, and the ability to align with company values. Overall sentiment is positive across industries, indicating Sensiba LLP's strong capability as a partner for compliance and security projects.
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Consulting Other Industry Human Resources IT Services Information technology Advertising & marketing Telecommunications Software Financial services

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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 commend Sensiba LLP for their competitive pricing and strong value for money. Feedback highlights that their services fit within budget constraints while delivering high-quality results, such as successful SOC 2 and ISO 27001 audits. Notably, one client remarked on the 'great culture fit' and 'good value for cost,' while another emphasized their 'outstanding professionalism' and 'deep expertise.' Overall, the sentiment reflects satisfaction with both the cost-effectiveness and the quality of service provided.
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United States (6) Canada (1) Germany (1) South Korea (1)

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Alexander Accountants, CPAs

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

30% Financial Advising & Planning

40% Accounting

20% Financial Consulting +1 service

10% Tax Law

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

5.0 1 review

$1,000+

< $25 / hr

50 - 249

Chennai, India

Services provided

10% Financial Advising & Planning

20% Business Consulting

20% Tax Law +6 services

15% Document Digitization & Management

10% Corporate Law

10% Finance Law

5% Accounting

5% Commercial Financing

5% Finance & Accounting Outsourcing (FAO)

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

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1 of 1 reviews is 5 stars

Unknown avg. project cost

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

PKC Management Consulting has demonstrated expertise in the retail industry, specifically in business process consulting. Clients have praised their ability to analyze processes and develop standardized workflows, resulting in improved operational efficiency and accountability. The firm's impact includes enhanced visibility across various functions such as procurement and sales, leading to significant improvements in customer feedback collection and financial tracking. Overall, feedback reflects a strong positive sentiment regarding their project management and attention to detail in the retail sector.
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What Clients Have Said
Clients have praised PKC Management Consulting for providing excellent value for money, noting that their pricing was budget-friendly and aligned with the quality of service received. One client highlighted that PKC's offerings were a great fit culturally and financially, emphasizing the significant impact on operational efficiency and accountability achieved through their solutions. Overall, feedback reflects a strong sentiment regarding the balance of cost and value delivered by the company.
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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 Efficient
Clients have consistently highlighted Muia Consulting's efficiency in managing their projects. One CEO noted, 'They are very efficient and effective,' emphasizing their organized approach and use of cloud resources for document sharing. Furthermore, their flexibility in billing and professionalism has contributed to an overall positive sentiment regarding their operational efficiency.

Accounting Services for Culinary Studio

5.0 Jan 28, 2022

They are very efficient and effective. Their project management style is organized and they use many cloud sources to give the opportunity to share docs remotely.
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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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Adquiere

5.0 7 reviews

$50,000+

$100 - $149 / hr

2 - 9

Monterrey, Mexico

Services provided

25% Financial Advising & Planning

50% Fractional CFO Services

25% Business Valuation Services

Adquiere is a professional firm specializing in Financial Advising and Planning services, particularly focused on assisting companies with business valuation, sale preparation, and financial modeling. The overall feedback for Adquiere is highly positive, with 100% of reviewers praising their effective communication, professional project management, and thorough attention to detail in negotiations and due diligence processes. The company's services consistently exceed client expectations, highlighting their expertise in financial advisory services.

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1 of 1 reviews is 5 stars

1 new review for Financial Advising & Planning services

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Adquiere has received highly positive feedback from clients over the past six months, particularly for its thorough and professional approach to business valuation and negotiations. One client praised the team's meticulous attention to detail and effective communication throughout the process of preparing a company for sale. Additionally, the client highlighted the team's expertise in negotiations, resulting in a successful sale. Overall, clients appreciate Adquiere's alignment with their values and the high level of support provided.
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4 of 4 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

Business Evaluation for Fitness Studio
5.0 — Adquiere provided business evaluation services for a fitness studio. The team assessed the client's business and helped them sell it. Read more
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Average Project Cost Breakdown

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

What Clients Have Said
Adquiere is perceived as providing excellent value for money, with multiple clients highlighting its competitive pricing and alignment with their budgets. One client emphasized that Adquiere's pricing fit well within their financial constraints while delivering quality results. Another noted the good value for cost, particularly in the context of complex financial modeling. Overall, clients expressed high satisfaction with the outcomes relative to the investment made, often recommending Adquiere for its effective and professional service.
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Mexico (4) United States (1)

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Livvity

5.0 1 review

$1,000+

$100 - $149 / hr

10 - 49

Al Batayih, United Arab Emirates

Services provided

40% Financial Advising & Planning

50% Corporate Training & Coaching

10% Business Consulting

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

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Industry Experience

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

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised Livvity for their competitive pricing and overall value for money. One client noted that Livvity's pricing fit their budget and was instrumental in choosing them for a team-building event. The positive outcomes of the engagement, including improved team morale and collaboration, further justified the investment. Overall, the sentiment reflects satisfaction with the cost-effectiveness of Livvity's services, with no reported areas for improvement in this regard.
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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 Advising and Planning firm that excels in providing comprehensive financial analysis, strategic planning, and investor communication services. 100% of reviewers highlight their responsiveness and strategic expertise, emphasizing the firm's ability to optimize financial processes and support business model strategies, thereby enhancing investor confidence and decision-making. Clients consistently commend their integrity and tailored approach to financial advisement.

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2 of 2 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently express satisfaction with Finsights Group's cost-effectiveness and value for money. One client noted that the pricing fit their budget and appreciated the company's integrity, stating that they provided honest and efficient consulting without inflating hours. Another client highlighted the team's flexibility and value for the price, emphasizing that their financial management process improved significantly. Overall, the sentiment reflects that Finsights Group delivers quality services at a competitive price.
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United Arab Emirates (1) United States (1)

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Diener & Associates

5.0 6 reviews

$1,000+

$150 - $199 / hr

10 - 49

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2 services

20% Financial Consulting

20% Fractional CFO Services

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

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2 of 2 reviews are 5 stars

$200,000 – $999,999 avg. project cost

Reviewed 2 times in the past 6 months
Diener & Associates has received positive feedback in recent reviews, highlighting their responsiveness, timely project delivery, and strong cultural fit with clients. One client praised their ability to develop a financial forecasting model that significantly improved pricing accuracy for government contracts. Another noted the firm's effective management and dedication to meeting deadlines, resulting in enhanced accounting practices and compliance. Overall, clients appreciate the attentiveness and friendliness of the Diener & Associates team.
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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

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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Average Project Cost Breakdown

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

What Clients Have Said
Diener & Associates is frequently praised for its cost-effectiveness and overall value. Clients highlight that the pricing fits their budgets while maintaining high-quality service. One client noted the company provided 'good value for cost,' and another remarked on the 'great culture fit' that complemented their financial needs. Overall, feedback indicates that Diener & Associates delivers comprehensive services at competitive prices, contributing positively to clients' financial management and compliance.
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Denver, Colorado (1) Pittsburgh, Pennsylvania (1) Alexandria, Virginia (1) Warrenton, Virginia (1) North East, Maryland (1)

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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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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

Unknown 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 demonstrated expertise primarily in the IT Services and Digital Marketing sectors. Clients have praised their customized approaches, strong project management, and ability to deliver measurable outcomes such as improved profit margins and enhanced operational efficiency. The overall sentiment is highly positive, highlighting their commitment to understanding unique business challenges and fostering strong client relationships, making them a suitable partner for businesses seeking impactful consulting services.
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IT Services

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Average Project Cost Breakdown

What Clients Have Said
Clients have praised Coast to Country Solutions for their competitive pricing and excellent value for money. One client noted that the company's pricing fit their budget while also aligning with their values, emphasizing the good value received for the cost. Additionally, the project management was highlighted as exceptional, with timely delivery and responsiveness to client needs, further reinforcing the perception of value in their services.
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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 specializes in providing outsourced bookkeeping and tax services, leveraging technologies like QuickBooks and Drake Tax to support clients' accounting needs. Overall, clients commend their flexibility, responsiveness, and project management skills, with 100% of reviews highlighting their adaptability and timely delivery. Potential areas for improvement include expanding senior staff and accommodating broader time zones.

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Reviews mention Communicative
Ambit Tax & Accounting has received positive feedback regarding their communicative approach. Clients noted their strong adaptability and willingness to learn, ensuring that processes align with specific needs. One client highlighted their effective communication through various channels, including messaging and Zoom, which facilitated adherence to tight deadlines. Despite occasional needs for training on internal processes, the overall sentiment reflects appreciation for Ambit's commitment to overcommunication and continuous support.

Outsourced Bookkeeping Support for CPA Firm

4.5 Oct 18, 2022

Our team communicates with their team through messaging applications, email and zoom. They have strong processes for the communication between our team and theirs. 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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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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Reviews mention Knowledgeable
Clients consistently commend Al Burhan Accounting and Taxation for their comprehensive knowledge and expertise in financial management. One client highlighted their 'comprehensive knowledge base' as particularly impressive, while another noted their 'impressive' understanding and timely service. Overall, the sentiment regarding their knowledge is overwhelmingly positive, indicating that clients feel well-supported and informed throughout their engagements.

Accounting Services for Advertising Agency

5.0 Jan 22, 2023

The impact of their service was overnight, certain financial policies were introduced with immediate effect which helped us save costs and eventual taxation relief. For formal communication we exchanged emails, other than that a very informal relationship culminated which led to much more informal channels of correspondence. What did you find most impressive or unique about this company? Comprehensive Knowledge Base.
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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 praised Al Burhan Accounting for their professional and structured billing practices, often utilizing a retainer model. Feedback indicates a strong value-for-money proposition, as clients noted significant improvements in financial management and cost savings. For instance, one client achieved a 13% increase in expected targets due to Al Burhan's diligent services, while another reported immediate cost savings and taxation relief following their engagement. Overall, sentiment reflects satisfaction with the cost relative to the quality of service 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. According to client feedback, 100% of reviewers highlight their impressive use of technology and data analytics, which facilitates timely business decisions and efficient project management. Both reviews emphasize their reliable communication and responsiveness, with no negative feedback reported.

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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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Block3 Finance

5.0 5 reviews

$5,000+

$150 - $199 / hr

50 - 249

Newmarket, Canada

Services provided

25% Financial Advising & Planning

30% Tax Law

25% Accounting +1 service

20% Blockchain

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

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Reviews mention Customized support
Block3 Finance is praised for its customized support, effectively addressing unique client needs in the crypto accounting sector. Clients highlighted their tailored approach and expertise, which facilitated compliance and improved operational efficiency. One client noted the impressive blend of crypto knowledge and CFO consulting, stating that Block3 Finance's adaptability and responsive communication were critical for their project's success. Overall, the sentiment reflects a high level of satisfaction with Block3 Finance's personalized services and commitment to client goals.

Accounting System Services for Law Firm

5.0 Sep 5, 2026

What I liked most about Block3 Finance is their unique mix of cryptocurrency expertise and CFO consulting. Their customized approach, global perspective, and ability to integrate the on-ramp/off-ramp process were some factors that distinguished them from other service providers.
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2 of 2 reviews are 5 stars

$10,000 – $49,000 avg. project cost

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

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

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

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