Top Financial Planning Firms

Ratings Updated: July 11, 2026

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Rise Accounting

4.9 30 reviews

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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 firm specializing in comprehensive financial advising, planning, and accounting services. With a focus on responsiveness and flexibility, 100% of reviewers commend their timely delivery and professional approach. Clients appreciate their personalized attention and value-aligned services, though 20% suggest a more integrated service presentation. Overall, Rise Accounting demonstrates an adeptness in optimizing financial operations and advisory services.

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5 of 5 Financial Advising & Planning reviews are 5 stars

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

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

What Clients Have Said
Clients consistently express satisfaction with Rise Accounting's pricing and value for money, often highlighting their competitive rates and quality of service. For instance, one client noted they chose Rise for their 'good value for cost,' while another appreciated the 'flexible and scalable services' that aligned with their budget. Overall, feedback indicates a strong sentiment of value, with many clients stating that the services provided exceeded their expectations, contributing to efficient operations and timely deliverables.
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More responsive than most other service providers

Rise Accounting is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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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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Reviews mention Proactive
Clients have consistently praised SoftPak Financial Systems, Inc for their proactive approach and seamless integration with internal teams. One client noted their ability to suggest improvements in device connectivity and cloud integrations, highlighting their forward-thinking mindset. Additionally, project management was described as exemplary, with timely deliverables and responsive communication. Overall, the sentiment reflects strong satisfaction with SoftPak's proactive engagement and technical expertise, contributing significantly to project success.

Financial Advising & Planning for Hospitality Mgmt Company

5.0 Dec 14, 2024

They gave us regular updates so that we were always aware of the progress and also the possible problems that may surface. When the unexpected cost changes came about, they responded within a matter of time, offering thoughtful alternatives that kept us moving in the right direction. They went beyond numbers to forecasting trends, regularly informing us on undiscovered revenues, and providing solutions that blended with our strategic vision.
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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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MaxSource Private Limited

5.0 3 reviews
Verified

Undisclosed

< $25 / hr

10 - 49

Vadodara, India

Services provided

10% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO)

10% Accounting +10 services

10% Back Office Outsourcing

10% IT Managed Services

10% PEO/Employee Leasing

5% Document Digitization & Management

5% Employer of Record (EOR) Services

5% Financial Consulting

5% Fractional CFO Services

5% HR Outsourcing

5% Other IT Consulting and SI

5% Staffing

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

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

Research Services for Career Coaching Company

5.0 Sep 16, 2022

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

5.0 Jul 13, 2022

Describe their project management style, including communication tools and timeliness. We used Google Docs to organize projects and other platforms.
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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise MaxSource Private Limited for their exceptional value and cost-effectiveness. One client noted the company's ability to handle a substantial project with 'minimal errors and fast instruction,' while another highlighted their 'one day turnaround' and 'exceptional quality of work.' Overall, the sentiment reflects satisfaction with the firm's pricing relative to the quality of services provided, with no significant areas for improvement mentioned.
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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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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for Mortar Group has been overwhelmingly positive. A director at a financial services company noted the team's effectiveness in enhancing real estate return performance, achieving over 25% financial returns within three years. Clients praised the professionalism and communication skills of the Mortar Group team, highlighting their impressive support and seamless project management. No areas for improvement were identified, indicating strong client satisfaction.
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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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Average Project Cost Breakdown

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently express satisfaction with House of Bookkeepers' pricing and value for money. One CEO noted that their pricing fit his budget while another emphasized the efficiency gained, reducing financial review time by over 50%. Overall, the sentiment reflects a strong appreciation for the quality of service relative to cost, with clients highlighting excellent communication, timely delivery, and accurate financial reporting as key benefits that enhance the perceived value of their investment.
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Bangladesh (1) United States (1)

This provider is fluent in 3 languages:

English

Bengali

Hindi

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Manay CPA

Not yet reviewed
Verified

Undisclosed

Undisclosed

50 - 249

Marietta, GA

Services provided

20% Financial Advising & Planning

45% Accounting

15% Business Consulting +3 services

10% HR Consulting

5% Commercial Financing

5% PEO/Employee Leasing

Manay CPA is an Accounting company based in Marietta, Georgia and Atlanta, Georgia. Their services include Accounting and Financial Advising & Planning.
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More responsive than most other service providers

Manay CPA is very responsive
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Dark Horse CPAs

Not yet reviewed
Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

10% Financial Advising & Planning

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

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

Not yet reviewed
Verified

Undisclosed

$25 - $49 / hr

2 - 9

Bridgeport, CT

Services provided

30% Financial Advising & Planning

40% Accounting

30% Financial Consulting

ICT Lions, an Accounting company, is in Bridgeport, Connecticut. The team provides Accounting and Financial Advising & Planning.
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More responsive than most other service providers

ICT Lions is very responsive
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Zinman & Company, PC

Not yet reviewed
Verified

Undisclosed

Undisclosed

10 - 49

Southampton, PA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Commercial Financing

20% Financial Consulting

Headquartered in Southampton, Pennsylvania, Zinman & Company, PC is a Business Consulting company. They focus on Business Consulting and Commercial Financing.
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Sheldon & Xu CPA Professional Corporation

Not yet reviewed
Verified

$1,000+

$150 - $199 / hr

2 - 9

Services provided

35% Financial Advising & Planning

35% Financial Consulting

30% Accounting

Financial Consulting company Sheldon & Xu CPA Professional Corporation specializes in Financial Consulting and Financial Advising & Planning. They were founded in 2025.
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More responsive than most other service providers

Sheldon & Xu CPA Professional Corporation is very responsive
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Darshi Kasotia CPA PLLC

Not yet reviewed
Verified

Undisclosed

$200 - $300 / hr

2 - 9

Services provided

20% Financial Advising & Planning

40% Accounting

25% Fractional CFO Services +1 service

15% Back Office Outsourcing

Established in 2007, Darshi Kasotia CPA PLLC is an Accounting company. The small team provides Accounting and Fractional CFO Services.
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Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post

5.0 5 reviews

$1,000+

$50 - $99 / hr

10 - 49

Toronto, Canada

Services provided

10% Financial Advising & Planning

40% Accounting

15% Commercial Financing +3 services

15% Funding & Investment

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

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

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Reviews mention Professional
Vistance Capital Advisory has received positive feedback regarding their professionalism and attention to detail. Clients noted their punctuality and effective communication, which consistently met deadlines. One client emphasized the firm's ability to provide valuable insights and referred to them as a 'good one-stop shop' for various needs. Overall, the sentiment surrounding their professional conduct is highly favorable, with no significant areas for improvement mentioned.

Accounting Services for Food Product Distributor

5.0 Aug 19, 2021

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

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

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Average Project Cost Breakdown

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

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

5.0 5 reviews

$1,000+

< $25 / hr

2 - 9

Services provided

50% Financial Advising & Planning

50% Accounting

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

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1 of 1 Financial Advising & Planning reviews are 5 stars

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

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently praise Gondaliya CPA for their affordable pricing and exceptional value for money. One CEO noted their 'fair pricing' and described them as 'one of the most AFFORDABLE and professional accounting firms' encountered. Their deep tax knowledge, timely project delivery, and excellent communication further enhance their perceived value, making them a preferred choice for business owners seeking cost-effective solutions.
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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 Financial Advising and Planning firm specializing in pricing strategies and comprehensive financial modeling. The company is highly rated for its professionalism, clear communication, and proactive team, with 100% of reviews praising their timely delivery and responsiveness. Both reviews highlight their strong expertise in financial planning and advisory services.

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1 of 1 reviews is 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for Oak Business Consultant highlight a strong performance in financial management and advisory roles, particularly for SaaS companies. Clients appreciate their organized and responsive project management, as well as the significant improvement in financial reporting and cash flow visibility. One client noted a 30%–40% reduction in internal finance tasks, allowing them to focus on growth. While overall feedback is highly positive, some clients suggested more frequent proactive check-ins could enhance the engagement further.
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Industry Experience

Oak Business Consultant has demonstrated expertise across various industries, including Advertising & Marketing, Education, Financial Services, Automotive, and Energy & Natural Resources. Clients praise their financial modeling, project management, and ability to deliver tailored solutions that enhance operational efficiency and decision-making. Overall sentiment is highly positive, highlighting their professionalism, responsiveness, and depth of understanding in specialized sectors, making them a suitable partner for businesses seeking financial consultancy and strategic planning.
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Automotive Consulting Education Energy & natural resources Financial services Software Business services Advertising & marketing Other industries

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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 consistently report that Oak Business Consultant provides excellent value for money, with many highlighting their cost-effectiveness and alignment with budgetary needs. For instance, one client noted they chose Oak for their 'good value for cost' and 'high ratings', while another emphasized they received 'more than what I paid for'. Overall sentiment indicates satisfaction with the pricing structure relative to the quality of service delivered.
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United States (5) United Arab Emirates (2) Canada (1) Italy (1) Portugal (1)

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Brego Business

5.0 3 reviews

$1,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Services provided

15% Financial Advising & Planning

15% Advertising

15% Content Marketing +4 services

15% Finance & Accounting Outsourcing (FAO)

15% Marketing Strategy

15% Social Media Marketing

10% Pay Per Click

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

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

Accounting Services & PPC & SEO Campaigns for Digital Agency

5.0 Aug 13, 2021

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

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

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Average Project Cost Breakdown

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

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

5.0 7 reviews

$10,000+

$50 - $99 / hr

50 - 249

São Paulo, Brazil

Services provided

10% Financial Advising & Planning

15% Accounting

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

10% Back Office Outsourcing

10% Business Consulting

10% Corporate Law

10% HR Consulting

10% HR Outsourcing

10% Tax Law

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

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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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leadforce.info

4.6 21 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 lead generation company specializing in connecting businesses with potential investors and enhancing brand awareness through strategic outreach. Reviews reveal a mixed reception, with approximately 70% of clients expressing positive feedback about their timely delivery, effective communication, and valuable connections. However, about 30% of reviewers expressed dissatisfaction with unmet expectations concerning deliverables.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, leadforce.info has received positive feedback from clients, particularly for their effective lead generation services. One client, a legal tech innovator, reported securing £250,000 in funding through investor leads provided by leadforce.info. They praised the team's excellent project management and timely delivery, noting consistent support during the engagement. Overall, the sentiment is highly favorable, with no identified areas for improvement.
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Industry Experience

Leadforce.info has demonstrated expertise across various industries including Information Technology, Supply Chain, Food & Beverage, eCommerce, and Energy. Reviews reflect strong capabilities in investor lead generation and outreach, with positive sentiment in IT and Food & Beverage sectors for their effective communication and timely results. However, feedback in Supply Chain indicates mixed experiences regarding deliverables. Overall, clients highlight Leadforce.info's commitment, project management, and ability to connect businesses with relevant investors, making them a suitable partner for companies in growth phases across these industries.
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Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services Information technology

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Average Project Cost Breakdown

Less than $10,000 (15)

What Clients Have Said
Leadforce.info is generally perceived as providing good value for money, with multiple clients noting the company's pricing aligns well with their budgets. For instance, one client emphasized that Leadforce offered 'good value for the cost,' while another highlighted their 'cost effectiveness' with significant returns on investment. However, mixed feedback exists, as one reviewer expressed disappointment in the service delivered versus expectations, advising against spending money on their services. Overall, many clients appreciate the cost-effectiveness, though experiences may vary.
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United States (10) England (4) Sweden (1) Switzerland (1)

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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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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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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 Timely
Clients have expressed positive sentiments regarding Integra Group's timeliness in project execution. They consistently adhered to established service timelines and provided regular updates, ensuring transparency throughout the process. One client noted, 'Integra Group followed the service timelines set out from the beginning while providing frequent updates on the project's progress.' This commitment to timely communication and delivery has reinforced their reliability and professionalism.

Accounting Services for IP Consulting Services

5.0 Apr 25, 2022

Integra Group followed the service timelines set out from the beginning while providing frequent updates on the project's progress. They also kept us informed about all the decisions, documents, and requirements on our side.
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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Integra Group is recognized for providing cost-effective services, with clients noting their professionalism and efficiency in managing projects. One client highlighted their services as 'cost-effective' and emphasized the clear communication throughout the process. Another client appreciated the adjustments made to the service proposal to meet budgetary needs. Overall, clients perceive strong value for money, particularly in the context of complex international business challenges.
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ViTWO (6 Livo Technologies Pvt Ltd)

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Kolkata, India

Services provided

50% Financial Advising & Planning

50% Accounting

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

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Industry Experience

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

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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
Finance PM has received positive feedback for their reliability, with clients noting their commitment to transparency and effective communication throughout projects. One client highlighted their trust in Finance PM, stating, "Finances are a delicate part of the business, and we wanted to entrust them to those who can be relied on." Additionally, the ongoing support provided post-project completion reinforces the sentiment of reliability, indicating that clients can count on Finance PM for continued assistance.

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 received positive feedback across various industries, including Financial Services, Government, and Arts & Entertainment. In Financial Services, they excelled in financial due diligence, enhancing investment decisions for VC funds. Government clients praised their establishment of financial processes and strategic planning. Additionally, in Arts & Entertainment, they supported startups in preparing for investor negotiations. Overall, Finance PM is recognized for their professionalism, efficiency, and impactful financial solutions, making them a suitable partner for clients in these sectors.
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Financial services Government IT Services Arts, entertainment & music

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Average Project Cost Breakdown

Less than $10,000 (6)

What Clients Have Said
Clients consistently praise Finance PM for delivering exceptional value relative to cost. One client highlighted that they solved a hiring issue in just over a month, which had previously taken six months, showcasing efficiency. Another client noted the importance of Finance PM's financial insights, which were invaluable for strategic planning. Overall, clients commend the professionalism and effectiveness of the service, indicating a strong sentiment that the cost aligns well with the quality of service provided.
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Ukraine (5) Cyprus (1)

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ArboHQ

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Atlanta, GA

Services provided

50% Financial Advising & Planning

50% Accounting

ArboHQ is 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 Straightforward pricing
Clients express a positive sentiment regarding ArboHQ's straightforward pricing, highlighting the transparency and affordability of their services. One client noted a monthly investment of $199, emphasizing the value received for this cost. Additionally, the overall feedback indicates that clients appreciate the organized and cost-effective nature of ArboHQ's offerings, which contribute to a seamless engagement experience.

Accounting & Bookkeeping for Recruitment & Staffing Startup

5.0 Jan 19, 2022

ArboHQ has performed very well in project management — they have a high level of customer service. Their work is very organized, straightforward, and cost-effective.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 4 reviews

$1,000+

< $25 / hr

250 - 999

Services provided

20% Financial Advising & Planning

20% Accounting

20% Back Office Outsourcing +3 services

20% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Financial Consulting

Abacus First Solutions is an accounting and financial services 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 Timely
Overall, client feedback regarding Abacus First Solutions' timeliness is highly positive. Clients consistently praise their punctuality in delivering reports and responses. For instance, one client highlighted their ability to provide timely monthly P&L statements, while another noted their quick response times via phone, indicating no delays in communication. The sentiment reflects a strong confidence in their ability to meet deadlines and deliver accurate information promptly.

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

They’ve been very punctual with their reports, which are accurate because they handle the payments, invoicing, and payroll, so nothing is missing. 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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Bookkeeping & Accounting Services for Gourmet Burger Chain

5.0 Feb 17, 2022

They are accurate and timely with their monthly P&L Statements. They are very easy to work with and always respond in a timely manner.
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Accounting Services for IT Services Company

5.0 Feb 14, 2022

Their services not only saved us costs but also the production of accurate and timely profit & loss statements has helped in streamlining our pricing structure. They are easy to approach and always timely in their replies.
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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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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 Personable
Clients expressed a highly positive sentiment towards Sensiba LLP's personable approach, highlighting their 'very personal and involved support throughout the whole process.' The Technical Product Manager from Trainual noted the team's availability and responsiveness, stating that the auditor 'was always available for questions and gave great direction.' Overall, the feedback indicates a strong alignment in company values and a culture fit, enhancing the collaborative experience.

Cybersecurity Services for Business Playbook Software Co

5.0 Sep 19, 2025

Sensiba LLP offered very personal and involved support throughout the whole process.
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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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More responsive than most other service providers

Sensiba LLP is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (6) Canada (1) Germany (1) South Korea (1)

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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

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

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

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

We're impressed with their professionalism, high-quality work, and extensive industry knowledge.
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0 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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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 Experienced
WorldWide Local Connect Inc. has received positive feedback regarding their expertise and professionalism. Clients noted the 'flawless integration' of website enhancements and appreciated the 'great communication and follow-up' throughout the project. One client highlighted the company's 'enthusiasm and all-around business experience' as impressive attributes. Overall, the sentiment reflects satisfaction with the outcomes, including improved website traffic, and a strong recommendation based on a solid reputation.

Web Dev for Massage Therapy Company

5.0 Jan 31, 2022

I enjoyed their enthusiasm and the all-around business experience.
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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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Average Project Cost Breakdown

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

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

WorldWide Local Connect Inc. 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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Melmac Solutions Limited

5.0 6 reviews

$25,000+

Undisclosed

2 - 9

Finchampstead, England

Services provided

30% Financial Advising & Planning

35% Blockchain

35% Cybersecurity

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

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Reviews mention Proactive
Clients consistently praised Melmac Solutions Limited for their proactive approach throughout project management. For instance, Varjo highlighted their timely delivery and responsiveness to needs, ensuring a smooth collaboration. Similarly, Manulife Financial commended their proactive communication, which fostered a strong partnership. Ionixx Technologies noted their attentiveness and proactive measures during the development process. Overall, the sentiment regarding Melmac's proactive nature is overwhelmingly positive, reflecting their commitment to client satisfaction and project success.

Cybersecurity Services for Hardware & Software Company

5.0 Jul 7, 2023

Their team was highly responsive to Varjo's needs, promptly addressing any concerns or issues that arose. Their proactive communication and transparent reporting provided Varjo with clear visibility into the project's progress and ensured a smooth collaboration.
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Cybersecurity for Health & Care Services Orgnization

5.0 Jul 5, 2023

Melmac Solution Limited exhibited exemplary project management throughout the engagement. Their team was highly responsive, communicating regularly to provide updates and address any issues that arose. This proactive approach contributed to a smooth and seamless collaboration.
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Cybersecurity & Strategy Dev for Wealth & Asset Mgmt Company

5.0 Jul 5, 2023

Their team was responsive to our needs and promptly addressed any concerns or issues that arose during the project. Their clear communication and proactive approach fostered a strong partnership, enabling us to achieve our objectives effectively.
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Blockchain Development for IT Services Company

5.0 Jul 5, 2023

The project management of Melmac Solution Limited and Ionexx Technologies was exceptional. They consistently delivered items on time, ensuring that our project timeline remained on track. Their team was responsive and attentive to our needs, promptly addressing any concerns or inquiries we had throughout the development process. Their effective communication and proactive approach to project management greatly contributed to the project's success.
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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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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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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 Well-organized projects
Reviews for CGO Finance sp. z o.o. highlight their exceptional project organization and timely execution. Clients noted that the registration processes, including VAT and ZUS, were handled efficiently, with one client stating, "Everything went smooth and fast as I expected." Another review emphasized their well-organized approach, saying, "CGO Finance met expectations and is well-organized, accurate, and experienced in accounting and taxation." Overall, the sentiment reflects strong satisfaction with their structured and responsive service.

Accounting Services for Consulting Company

5.0 Mar 25, 2023

CGO Finance did everything that I asked for in a timely manner. VAT registration went smoothly and my accounting records are capably taken care of. The registration process was well organized. Communication is always smooth-flowing. We communicate mainly on the phone, e-mail or via MS Teams. They are always easily accessible and available. They reply to any requests quickly, precisely and efficiently.
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Accounting Services for Mobile App Development Company

5.0 Dec 6, 2022

Everything has been running smoothly. CGO Finance met APTIVIST expectations. They are well-organized, accurate and experienced in accounting and taxation. The workflow between our team and theirs was very fluid. They're responsive despite being in different time zones for the project. CGO Finance asking only essential questions, so communication is perfect.
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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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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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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 Customized support
The feedback regarding customized support from Genistar Limited is overwhelmingly positive. Clients praised their commitment to understanding unique business needs, resulting in tailored financial strategies and comprehensive insurance solutions. A client highlighted the team's proactive communication and responsiveness, stating they felt supported throughout the project. While there was a suggestion for more frequent updates during implementation, the overall sentiment reflects a strong appreciation for the personalized service and expertise, which significantly enhanced employee satisfaction and retention.

Insurance Policy, Business & Financial Consulting for IT Co

5.0 Jul 2, 2025

Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were highly responsive to our needs whenever we had questions or needed clarification; they replied quickly with clear, thorough answers. Their ability to adapt to our feedback and tailor solutions in real time made us feel supported and confident throughout the project. Their genuine commitment to understanding our business and tailoring solutions to our exact needs was outstanding. Unlike other firms that offered generic packages, Genistar took the time to listen, ask insightful questions, and design a truly bespoke financial plan and group insurance policy.
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1 of 1 Financial Advising & Planning reviews are 5 stars

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

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

5.0 1 review

$1,000+

$25 - $49 / hr

2 - 9

Mumbai, India

Services provided

55% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO)

10% Accounting +2 services

10% Business Consulting

10% Financial Consulting

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

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1 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

5.0 2 reviews

Undisclosed

Undisclosed

2 - 9

Vaughan, Canada

Services provided

20% Financial Advising & Planning

50% Accounting

20% Financial Consulting +1 service

10% Business Consulting

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

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Reviews mention 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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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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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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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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Clarity Tax Group & CPA's

5.0 3 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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2 of 2 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Clarity Tax Group & CPA's indicate strong client satisfaction, highlighting their responsiveness and professionalism. Clients appreciated timely payroll and accurate financial reports, noting that their bookkeeping needs were managed effectively. One client emphasized the ease of communication and the company's ability to simplify tax processes. Overall, clients express confidence in the services provided, with no significant areas for improvement identified.
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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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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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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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Diener & Associates

5.0 5 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 advising and planning firm specializing in corporate financial advising and tax planning services. They received overwhelmingly positive feedback, with clients praising their knowledgeable team and timely project management. Notably, 100% of reviewers appreciated their sound advice and dedication to client success.

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Reviews mention Trustworthy
The overall sentiment regarding trustworthiness is highly positive, with clients praising Diener & Associates for their professionalism and personal service. One client highlighted the unparalleled expertise and confidence of their team, particularly Ms. Staci Martineau, who provided hands-on attention and ensured their needs were met promptly. Trust was emphasized as a paramount quality, with the client expressing complete trust in Diener, viewing them as essential partners in their financial and accounting services.

Financial Consulting for Life Sciences Company

5.0 Oct 20, 2025

Finally, trust. Our owner-partners, the CEO and COO, trust Diener completely. We have had long partnerships with a handful of businesses that we can truly call partners. For finance and accounting services, trust is paramount.
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1 of 1 Financial Advising & Planning reviews are 5 stars

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

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

What Clients Have Said
Client feedback indicates that Diener & Associates offers competitive pricing and exceptional value for money. One client noted their 'good value for cost' while another highlighted the 'tax savings' achieved through their services. Overall, clients appreciate the responsiveness and professionalism of the team, which enhances the perceived value. The consistent positive sentiment surrounding the company's pricing and delivered results suggests a strong alignment between cost and quality of service.
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Denver, Colorado (1) Alexandria, Virginia (1) Warrenton, Virginia (1)

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Adquiere

5.0 6 reviews

$50,000+

$100 - $149 / hr

2 - 9

Monterrey, Mexico

Services provided

25% Financial Advising & Planning

50% Fractional CFO Services

25% Business Valuation Services

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

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4 of 4 reviews are 5 stars

3 new reviews for Financial Advising & Planning services

$10,000 – $49,000 avg. project cost

Reviewed 4 times in the past 6 months
Over the past six months, Adquiere has received positive feedback for their professionalism, timely delivery, and effective communication. Clients praised their ability to provide clear valuations and strategic insights, leading to successful negotiations and increased company value. Notably, one client highlighted their impressive project management that adapted swiftly to evolving requirements. Overall, the sentiment is highly favorable, with clients expressing satisfaction and recommending Adquiere's services without reservation.
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Industry Experience

Adquiere has demonstrated expertise across various industries, including Information Technology, Financial Services, Food & Beverage, and Supply Chain. Clients highlighted their strengths in company valuation, due diligence, and financial modeling, emphasizing excellent project management, professionalism, and timely delivery. Overall sentiment across these industries is highly positive, with clients noting strong alignment of values and culture, making Adquiere particularly suitable for businesses seeking comprehensive financial advisory and transaction support.
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Supply Chain, Logistics, and Transport Financial services Information technology

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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
Clients consistently praised Adquiere for providing good value for their pricing, with one stating it 'fit our budget' and another highlighting 'good value for cost.' The professionalism and quality of output were noted, as was the transparency regarding any cost adjustments during project iterations. Overall, the sentiment reflects satisfaction with the company's pricing relative to the services rendered, reinforcing the perception of cost-effectiveness.
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Mexico (3) United States (1)

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JPG

5.0 3 reviews

$1,000+

$50 - $99 / hr

10 - 49

Houston, TX

Services provided

30% Financial Advising & Planning

70% Accounting

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

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Reviews mention Timely
Clients consistently commend JPG for their timely project management and responsiveness. One client noted, 'They consistently deliver items on time, which is crucial for maintaining smooth operations,' highlighting their efficiency. Another client echoed this sentiment, stating, 'They delivered on time, with great service and responded promptly to any question we had.' Overall, the feedback reflects a strong sentiment towards JPG's commitment to meeting deadlines and addressing client needs effectively.

Accounting Services for Branding & Product Dev Company

5.0 Mar 26, 2024

Certainly: Their project management is top-notch. They ensure all tasks are organized and executed efficiently. In my experience, they consistently deliver items on time, which is crucial for maintaining smooth operations. Additionally, their responsiveness to our needs has been outstanding.
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Accounting Services for Consulting Firm

5.0 Mar 18, 2024

They delivered on time, with great service and responded promptly to any question we had.
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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

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight JPG's competitive pricing and strong value for money. One CEO noted that JPG's pricing fit their budget while delivering significant tax savings and clean financials. Another client emphasized the company's good value for cost and alignment of company values. Overall, the sentiment is positive, with clients appreciating the combination of affordability and high-quality service, which reinforces JPG's reputation as a reliable choice for accounting solutions.
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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 and leadership development company known for organizing impactful events and conducting personality and leadership assessments. Feedback is overwhelmingly positive, with clients praising their excellent project management, close collaboration, and ability to enhance team morale and collaboration, as evidenced by 100% of reviewers highlighting improved team dynamics and morale post-engagement.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Over the past six months, Livvity has received positive feedback for their exceptional project management and effective team-building initiatives. A client noted that Livvity's organization of a team event significantly improved morale and collaboration within their team. The client praised Livvity's understanding of their needs and highlighted their positive working relationship. Overall, the sentiment is highly favorable, with no suggested areas for improvement.
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Industry Experience

Livvity has demonstrated expertise in the Supply Chain, Logistics, and Transport industry, effectively facilitating team-building events that enhance collaboration and morale. Clients commend their project management skills, understanding of client needs, and positive approach, leading to significant improvements in team dynamics. Overall sentiment is highly favorable, indicating Livvity is a strong fit for organizations seeking to boost team cohesion and performance within this sector.
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What Clients Have Said
Clients have expressed satisfaction with Livvity's pricing, noting it fit their budget while delivering significant value. One client highlighted that Livvity's proposal met their needs effectively, leading to a successful team-building event that fostered enhanced collaboration and morale. The overall sentiment indicates that clients perceive Livvity as offering excellent value for money, with no reported areas for improvement in their service.
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Al Burhan Accounting and Taxation

5.0 2 reviews

$1,000+

$50 - $99 / hr

2 - 9

Dubai, United Arab Emirates

Services provided

20% Financial Advising & Planning

20% Accounting

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

20% Tax Law

15% Business Consulting

5% Banking Law

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

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Industry Experience

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

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Average Project Cost Breakdown

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

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

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

Statutory Audit
“Compliance is not a choice.” The statutory audit is a legally mandated review of the accuracy of the financial statements and filings of an organization. It is usually carried out by an authorized third-party. Non-compliance, if found, carries consequences. But you knew that already, didn’t you? What you might not know is that professional help
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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, specializing in financial analysis, forecasting, and investor communications. They are praised for their strategic insight and execution, with 100% positive feedback highlighting their expertise and integrity. Reviewers consistently commend their responsiveness and ability to enhance financial management processes.

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2 of 2 Financial Advising & Planning reviews are 5 stars

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

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

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

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

Financial Consulting for Dermatology Clinic

5.0 Sep 19, 2025

Acclarity has provided us with accurate and meaningful data that allows us to make more timely business decisions. We’ve also seen improvements in patient volume, service trends, and provider production. Acclarity’s use of technology to assist with the projects is impressive.
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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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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 Customized support
Clients have expressed high satisfaction with PLAIN PLAN SRL's customized support, highlighting their professionalism and individualized approach. One client noted the significant impact of their tailored consulting, particularly in optimizing tax strategies, stating, "The support in optimizing our taxes has proven to be very significant for our business." Overall, the sentiment is overwhelmingly positive, with clients appreciating the team's expertise and commitment to meeting specific needs.

Accounting & Bookkeeping for Management Consultancy Firm

5.0 Sep 3, 2021

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

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

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Average Project Cost Breakdown

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

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

4.5 1 review

$1,000+

$150 - $199 / hr

2 - 9

Pretoria, South Africa

Services provided

50% Financial Advising & Planning

30% Insurance Services & Brokers

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

5% Commercial Financing

Financial Advisor - Marcel Wasserman is a financial planning and investment advisory firm specializing in life insurance portfolios and related financial services. Their reviews indicate a high level of professionalism and personalized service, with 100% of reviewers commending their friendly and time-conscious approach. However, 50% noted the need for better responsiveness to client needs. Overall, clients are generally satisfied with their services.

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Industry Experience

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

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

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Services provided

30% Financial Advising & Planning

30% Business Consulting

20% Commercial Financing +1 service

20% Funding & Investment

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

4.8 3 reviews

$1,000+

< $25 / hr

10 - 49

Services provided

30% Financial Advising & Planning

70% Accounting

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

Outsourced Bookkeeping Support for CPA Firm

4.5 Oct 18, 2022

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

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

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Average Project Cost Breakdown

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

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