Top Financial Planning Firms

Ratings Updated: August 1, 2026

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Rise Accounting

4.9 30 reviews

Premier Verified

Undisclosed

Undisclosed

50 - 249

London, England

Services provided

25% Financial Advising & Planning

25% Accounting

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

25% Fractional CFO Services

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

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5 of 5 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting & Tax Mgmt for Weight Loss Solutions Co
5.0 — Rise Accounting provides accounting services for a weight loss solutions company. The team handles statutory accounts, management accounts, and tax advice. Read more
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Industry Experience

Rise Accounting has demonstrated expertise across various sectors, including Information Technology, Financial Services, Retail, and Manufacturing. They are consistently praised for their responsiveness, timely delivery, and comprehensive services such as bookkeeping, VAT management, and payroll. Overall sentiment across industries is highly positive, with clients highlighting their professionalism and ability to adapt to unique business needs, making them a strong fit for companies seeking reliable accounting solutions.
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Information technology Human Resources Consulting Manufacturing Healthcare Restaurants Financial services Retail Software eCommerce Business services Food & Beverage Motion Pictures & Film Construction

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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 Timely
Overall, client feedback regarding timeliness for SoftPak Financial Systems, Inc has been overwhelmingly positive. One client praised their team for delivering all project components on schedule and providing consistent updates, enhancing communication throughout the process. Another client echoed this sentiment, noting that everything was delivered on time and highlighting clear communication as a significant strength. However, one client did mention occasional delays due to documentation requirements, though this did not overshadow their overall positive experience.

IT Staff Augmentation for Financial Services Firm

5.0 Dec 10, 2024

Everything was on time, and the communication was very clear throughout the engagement with their team.
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Custom Software Dev for Investment Co

5.0 Dec 12, 2024

Their staff was really attentive to our demands, and they delivered everything on schedule. They made sure we were informed and on the same page throughout the project by providing frequent progress updates.
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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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Average Project Cost Breakdown

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

What Clients Have Said
SoftPak Financial Systems, Inc is consistently praised for its competitive pricing and overall value for money. Clients highlight that the company's pricing aligns well with their budgets, offering good value for the services provided. For instance, one client noted that SoftPak's pricing fit their budget while delivering high-quality outcomes, such as improved financial planning accuracy and operational efficiency. Overall, the sentiment is overwhelmingly positive, with clients appreciating the balance between cost and quality.
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United States (2) Australia (1) England (1)

This provider is fluent in 4 languages:

English

Arabic

Hindi

Spanish

This provider is available in 1 time zone:

Eastern Standard Time (EST)

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MaxSource Private Limited

5.0 3 reviews

Verified

Undisclosed

< $25 / hr

10 - 49

Vadodara, India

Services provided

10% Financial Advising & Planning

15% Finance & Accounting Outsourcing (FAO)

10% Accounting +10 services

10% Back Office Outsourcing

10% IT Managed Services

10% PEO/Employee Leasing

5% Document Digitization & Management

5% Employer of Record (EOR) Services

5% Financial Consulting

5% Fractional CFO Services

5% HR Outsourcing

5% Other IT Consulting and SI

5% Staffing

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

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

Research Services for Career Coaching Company

5.0 Sep 16, 2022

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

5.0 Jul 13, 2022

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

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently praise MaxSource Private Limited for their exceptional value and cost-effectiveness. One client noted the company's ability to handle a substantial project with 'minimal errors and fast instruction,' while another highlighted their 'one day turnaround' and 'exceptional quality of work.' Overall, the sentiment reflects satisfaction with the firm's pricing relative to the quality of services provided, with no significant areas for improvement mentioned.
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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 last six months, Mortar Group has received positive feedback for their effective real estate investment strategies, yielding over 25% financial returns within three years. Clients praise the team's excellent communication and professionalism, highlighting their strong interpersonal skills. One client noted the seamless engagement and ongoing support, stating there are no areas for improvement. Overall, sentiment is highly favorable, indicating Mortar Group is a reliable partner for financial services.
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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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Reviews mention Proactive
Clients have consistently praised the proactive approach of House of Bookkeepers, noting their ability to efficiently flag and resolve issues in bookkeeping. One client highlighted the team's energetic and responsive nature, which facilitated smooth collaboration. Additionally, project management was characterized by regular updates and adherence to milestones, reflecting their commitment to addressing client needs swiftly and effectively.

Accounting & Financial Consulting Services for Video Prod Co

5.0 Dec 24, 2025

They managed the project with agreed milestones and regular updates. Communication was straightforward, and they proactively flagged issues in the books and resolved them efficiently. Their team is energetic, proactive, and highly responsive, making collaboration smooth and efficient throughout the project.
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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

This provider is fluent in 3 languages:

English

Bengali

Hindi

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Manay CPA

Not yet reviewed

Verified

Undisclosed

Undisclosed

50 - 249

Marietta, GA

Services provided

20% Financial Advising & Planning

45% Accounting

15% Business Consulting +3 services

10% HR Consulting

5% Commercial Financing

5% PEO/Employee Leasing

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

Manay CPA is very responsive
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Dark Horse CPAs

Not yet reviewed

Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

10% Financial Advising & Planning

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

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

Not yet reviewed

Verified

Undisclosed

$25 - $49 / hr

2 - 9

Bridgeport, CT

Services provided

30% Financial Advising & Planning

40% Accounting

30% Financial Consulting

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

ICT Lions is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Zinman & Company, PC

Not yet reviewed

Verified

Undisclosed

Undisclosed

10 - 49

Southampton, PA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Consulting +2 services

20% Commercial Financing

20% Financial Consulting

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

Not yet reviewed

Verified

$1,000+

$150 - $199 / hr

2 - 9

Services provided

35% Financial Advising & Planning

35% Financial Consulting

30% Accounting

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

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

5.0 1 review

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

Darshi Kasotia CPA PLLC is a modern, tech‑driven accounting and tax firm serving small and mid‑sized businesses across Greater Houston. Since 2007, we’ve helped business owners gain financial
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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 Timely
Client feedback regarding Vistance Capital Advisory highlights their timely communication and project management. One client noted the firm's impressive dedication to delivering essential documents promptly during a critical fundraising phase. Another client praised their punctuality and adherence to deadlines, emphasizing the professional nature of their interactions. Overall, the sentiment reflects a strong appreciation for the firm's responsiveness and attention to detail, contributing positively to the clients' financial planning and operational needs.

Financial & Accounting Services for Haircare Tool Retailer

5.0 Aug 25, 2021

They really took the time to learn about our business, industry and needs before jumping to conclusions. They also knew just how important getting some of the documents we needed in a timely manner was when raising capital.
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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 firm specializing in Financial Advising and Planning services, including comprehensive financial modeling and pricing strategies. Reviewers consistently praise their professionalism, responsiveness, and expertise, with 100% positive feedback highlighting their effective communication and ability to deliver detailed financial insights. Their services offer valuable support for strategic decision-making in various business contexts.

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

Financial Consulting for SaaS Company

5.0 Dec 1, 2023

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

5.0 Jan 1, 2025

What did you find most impressive or unique about this company? Professional, quick, flexible and supportive.
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2 of 2 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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

Oak Business Consultant is very responsive
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Brego Business

5.0 3 reviews

$1,000+

$50 - $99 / hr

50 - 249

Mumbai, India

Services provided

15% Financial Advising & Planning

15% Advertising

15% Content Marketing +4 services

15% Finance & Accounting Outsourcing (FAO)

15% Marketing Strategy

15% Social Media Marketing

10% Pay Per Click

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

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

Accounting Services & PPC & SEO Campaigns for Digital Agency

5.0 Aug 13, 2021

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

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

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Average Project Cost Breakdown

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

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

5.0 7 reviews

$10,000+

$50 - $99 / hr

50 - 249

São Paulo, Brazil

Services provided

10% Financial Advising & Planning

15% Accounting

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

10% Back Office Outsourcing

10% Business Consulting

10% Corporate Law

10% HR Consulting

10% HR Outsourcing

10% Tax Law

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

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Reviews mention Knowledgeable
Clients consistently highlight CLM Controller's extensive knowledge and expertise, particularly in navigating Brazilian law and compliance requirements. One CFO noted their ability to deliver tailored solutions for various financial needs, emphasizing their experience with diverse matters. The firm's insightful analysis of financial data also aids in strategic decision-making, allowing clients to enhance cost efficiency. Overall, feedback reflects a strong sentiment of satisfaction with CLM Controller's knowledgeable approach to financial management.

Accounting & Tax Preparation Services for Network Services Provider

5.0 Dec 18, 2023

The knowledge they have fits our necessity in all crucial areas of the business, helping us to make decisions we would not be able to see and understand alone. The quality of the services and the knowledge of Brazilian law, they have a lot of experience with different matters and cases so they have a solution for all our needs in practice.
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Accounting Services for Global Mobility Services Company

5.0 Jul 12, 2023

More than a company providing accounting, tax and HR services, CLM Controller has always guided us on legislation and market trends.
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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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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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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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Reviews mention Easy to work with
Clients have consistently praised Leadforce.info for their ease of collaboration. One CEO highlighted that communication was 'clear and rapid,' and noted the team was 'thorough and easy to work with.' The company's responsiveness and speed were specifically commended, contributing to a positive working relationship. While there were minor suggestions for improvement, overall sentiment reflects a strong appreciation for the company's collaborative approach and effective service delivery.

Lead Generation Services for AI Health Tech Company

5.0 Dec 14, 2022

Communication was clear and rapid. In general, I found them to be thorough and easy to work with.
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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 for their effective lead generation services, successfully sourcing investor contacts that resulted in approximately £250,000 in funding for clients. A legal tech innovator noted their excellent project management and timely delivery, emphasizing the team's responsiveness and alignment with client values. Overall, clients have expressed high satisfaction, with no notable areas for improvement identified.
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Industry Experience

Leadforce.info has garnered positive feedback across various industries, particularly in Information Technology, Food & Beverage, and Business Services. Clients praised their expertise in lead generation, effective communication, and project management, noting significant impacts on capital raising efforts and investor engagement. While the sentiment is largely favorable, feedback from the Supply Chain and Logistics industry highlighted areas for improvement in deliverables. Overall, Leadforce.info is well-suited for organizations seeking investor outreach and business development in technology, food, and services sectors.
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Consumer Products Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Healthcare Manufacturing IT Services Information technology

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United States (10) England (4) Sweden (1) Switzerland (1)

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TGG Accounting

5.0 1 review

$5,000+

Undisclosed

50 - 249

San Diego, CA

Services provided

20% Financial Advising & Planning

80% Accounting

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

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Industry Experience

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have praised TGG Accounting for their cost-effectiveness, noting that they provide a higher level of expertise at a lower cost compared to in-house staff. One client specifically highlighted that TGG's services are 'far more cost-effective' and expressed willingness to retain them even at a higher price. Overall, the sentiment indicates strong value for money, reinforced by positive feedback on their efficiency and the quality of financial reports provided.
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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 Professional
Integra Group has received positive feedback regarding their professionalism, particularly highlighted by a client from Oceana Minerals. The client praised their efficient communication, professional attitude, and clear project management, noting that Integra provided a dedicated project manager and maintained direct communication throughout the engagement. The company's ability to deliver on timelines and their thorough understanding of local regulations further reinforced their professional reputation, making them a reliable partner for business expansion.

Company Expansion Consulting for Ocean Resources Company

5.0 Apr 1, 2022

Integra Group provided clear timelines and project delivery dates which were followed. Their efficient communication, professional attitude, and demeanor are impressive.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Kolkata, India

Services provided

50% Financial Advising & Planning

50% Accounting

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

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Industry Experience

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

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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 Helpful
Clients express high satisfaction with Finance PM, highlighting their prompt availability and thorough support. One CEO noted that the team's assistance was crucial in preparing a sophisticated financial model and pitch deck, stating, 'the process until now won’t be so smooth without the Finance PM advice and support.' Overall, the sentiment is overwhelmingly positive, with clients appreciating the valuable insights and effective collaboration throughout the project.

Pitch Deck & Financial Model for Tattoo Startup

5.0 Nov 30, 2020

They were always available and ready to provide the required assistance. It was like 2 weeks from the moment we met till we had the final document ready to be discussed with the investor. Finance PM not only prepared a sophisticated financial model and provided helpful feedback on the pitch deck in a quite short period of time. They also shared a lot of useful insights, helped us come prepared for the meeting with the investor, and held negotiations successfully.
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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (6)

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

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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 Results-oriented
ArboHQ is consistently recognized for its results-oriented approach, effectively tailoring their services to meet client needs. One client highlighted achieving their goal of offloading all accounting responsibilities, emphasizing the customized nature of the engagement. Feedback also noted that every interaction was focused on actionable outcomes, with direct communication aimed at progress. Overall, clients express high satisfaction with the results delivered and the exceptional customer service provided.

Accounting Services for Marketing & Advertising Agency

5.0 Jan 19, 2022

I achieved my goal and no longer need to do any accounting for the business, they take care of everything. Every call was very direct on what we needed to achieve which I really appreciated. Never just a call to talk but always to move forward.
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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 Easy to work with
Clients consistently highlight Abacus First Solutions' ease of collaboration, noting their responsiveness and approachability. One client remarked on their 'very effective' workflow and timely communication, while another emphasized their cost-effectiveness and impressive service delivery. Overall, the sentiment reflects a strong appreciation for the company's ability to maintain a smooth and efficient working relationship, with no reported areas for improvement.

Bookkeeping & Accounting Services for Gourmet Burger Chain

5.0 Feb 17, 2022

They are very easy to work with and always respond in a timely manner. Very easy to work with and cost-effective.
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Accounting Services for IT Services Company

5.0 Feb 14, 2022

They are easy to approach and always timely in their replies. The workflow was very effective.
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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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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 Knowledgeable
Clients frequently commend Imperial Advisory, CFOs for their extensive industry knowledge and professionalism. One reviewer noted their impressive ability to conduct needs analysis effectively, while another highlighted their exceptional quality of work and responsiveness throughout the project. The overall sentiment reflects a strong confidence in their expertise, with no reported areas for improvement.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

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

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients of Imperial Advisory, CFOs consistently highlight the company's exceptional value for money, noting timely delivery and high-quality work. One executive praised their responsiveness and professionalism, stating that all projects were completed ahead of schedule. Another client appreciated the flat retainment fee based on hourly rates, which provided clarity in billing. Overall, the sentiment is overwhelmingly positive, with no significant criticisms regarding pricing or value received.
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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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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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Maynard, Massachusetts (2) Burlington, Massachusetts (1) Gloucester, Massachusetts (1) Salem, Massachusetts (1) Westwood, Massachusetts (1)

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Melmac Solutions Limited

5.0 6 reviews

$25,000+

Undisclosed

2 - 9

Finchampstead, England

Services provided

30% Financial Advising & Planning

35% Blockchain

35% Cybersecurity

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

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Reviews mention Detail-oriented
Clients have highlighted Melmac Solutions Limited's exceptional attention to detail, particularly in understanding industry-specific requirements and tailoring solutions accordingly. One client noted their deep research into business processes, which ensured alignment with project goals. The project management was lauded for timely delivery and responsiveness, further underscoring their commitment to quality. Overall, feedback reflects a strong sentiment of satisfaction regarding their detail-oriented approach.

Blockchain Development for IT Services Company

5.0 Jul 5, 2023

What impressed us the most about Melmac Solution Limited and Ionexx Technologies was their deep understanding of our industry and their ability to tailor the blockchain solution to our specific requirements. They went above and beyond in researching our business processes and challenges, ensuring that the solution they delivered perfectly aligned with our goals. Their attention to detail and commitment to delivering a high-quality product set them apart from other companies in the same field.
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5 of 5 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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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 Timely
The sentiment regarding timeliness in client feedback for CGO Finance sp. z o.o. is overwhelmingly positive. Clients consistently noted that tasks, such as VAT registrations and accounting services, were completed swiftly and efficiently, often within days. One client highlighted that 'everything was done within a couple of days,' while another remarked on the 'smooth and fast' execution of VAT registration. Overall, clients expressed satisfaction with CGO Finance's ability to deliver on time, with no reported areas for improvement in this regard.

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.
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Accounting & Payroll Services for Interior Design Company

5.0 Mar 15, 2023

VAT submissions done on time and Yearly accounting done on time. There were no issues with tax authorities.
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Accounting Services for Real Estate Company

5.0 Feb 15, 2023

Everything is done on time. We have really great communication. The team is really supportive and dedicated.
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Accounting Services for Mobile App Development Company

5.0 Dec 6, 2022

CGO Finance has made tax filing and other reporting smoother by reconciling the books accurately and on time. They've also provided with a usable monthly financial statement, helping improve business performance.
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Accounting Services for EdTech Company

5.0 Feb 3, 2025

The accomplished tasks and documents obtained were impressive, and timing was a key - everything was done within a couple of days. The project management was excellent, with only positive feedback in this regard. This demonstrates their capability to deliver items on time and respond effectively to client needs.
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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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Industry Experience

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

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

Insurance Policy, Business & Financial Consulting for IT Co

5.0 Jul 2, 2025

The genuine commitment to understanding our business and tailoring solutions to our exact needs was outstanding. Unlike other firms that offered generic packages, Genistar took the time to listen, ask insightful questions, and design a truly bespoke financial plan and group insurance policy. Their deep expertise in both corporate protection and financial planning, combined with exceptional communication, made them stand out as a trusted partner rather than just a service provider.
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1 of 1 Financial Advising & Planning reviews are 5 stars

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

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

Unknown avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed high satisfaction with Celeste Business Advisors LLP, noting that the value delivered is significant relative to the cost. One CEO highlighted that the team's comprehensive support exceeded expectations, providing essential documents and insights that were not initially requested. This sentiment is reinforced by their timely delivery and alignment with client goals, indicating a strong return on investment and overall value for money.
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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 Team players
Clients consistently highlight Muia Consulting as effective team players, integrating seamlessly into their organizations. One client noted their impressive ability to work as part of the team, stating they were onboarded onto internal Slack and operated as if they were part of the company. The firm is praised for being reputation-conscious and willing to go above and beyond to meet client needs, reflecting a collaborative spirit and commitment to problem-solving.

Accounting Services for Health & Wellness E-Commerce Store

5.0 Jan 25, 2022

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

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

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Average Project Cost Breakdown

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

What Clients Have Said
Muia Consulting is noted for its affordable pricing and flexible billing structure, allowing clients to control their expenses. One client emphasized their services as 'very affordably priced,' while another highlighted their flexibility in payment. Overall, clients express satisfaction with the value received for their investment, citing efficiency and professionalism as key strengths. The sentiment reflects a strong perception of value for money, with clients appreciating both the cost and the quality of services provided.
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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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Reviews mention Timely
Clients have consistently praised Clarity Tax Group & CPA's for their timeliness in delivering services. One client highlighted that payroll was 'always on time and correct' and noted the team's ability to respond promptly to needs. Overall, feedback reflects a strong sentiment regarding their reliability in meeting deadlines, contributing to a seamless experience for clients.

Accounting, Bookkeeping & Payroll Processing for Painting Co

5.0 Dec 22, 2025

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

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

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Average Project Cost Breakdown

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

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

5.0 1 review

$1,000+

< $25 / hr

50 - 249

Chennai, India

Services provided

10% Financial Advising & Planning

20% Business Consulting

20% Tax Law +6 services

15% Document Digitization & Management

10% Corporate Law

10% Finance Law

5% Accounting

5% Commercial Financing

5% Finance & Accounting Outsourcing (FAO)

PKC Performance Partners is a distinctive business and financial advisory firm, with experienced advisors providing process consulting & automation, audit & assurance and taxation. Over the
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews of PKC Management Consulting reflect a strong positive sentiment, highlighting their expertise in business process consulting. Clients praised their thorough analysis and documentation of workflows, which led to improved operational efficiency and accountability. One client noted a significant increase in customer feedback collection from 2-3% to over 20%. Additionally, their project management was commended for being responsive and accommodating, with no significant areas for improvement identified.
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Industry Experience

PKC Management Consulting has demonstrated expertise in the retail industry, specifically in business process consulting. Clients have praised their ability to analyze processes and develop standardized workflows, resulting in improved operational efficiency and accountability. The firm's impact includes enhanced visibility across various functions such as procurement and sales, leading to significant improvements in customer feedback collection and financial tracking. Overall, feedback reflects a strong positive sentiment regarding their project management and attention to detail in the retail sector.
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What Clients Have Said
Clients have praised PKC Management Consulting for providing excellent value for money, noting that their pricing was budget-friendly and aligned with the quality of service received. One client highlighted that PKC's offerings were a great fit culturally and financially, emphasizing the significant impact on operational efficiency and accountability achieved through their solutions. Overall, feedback reflects a strong sentiment regarding the balance of cost and value delivered by the company.
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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 Unique expertise
Clients commend Diener & Associates for their unique expertise in federal government accounting and personalized service. One client noted the firm's ability to handle complex accounting needs for significant projects, highlighting Ms. Staci Martineau's unparalleled professionalism and hands-on attention. The sentiment reflects strong trust and satisfaction, with clients appreciating Diener's comprehensive support and proactive approach, which enhances their financial operations and strategic growth.

Financial Consulting for Life Sciences Company

5.0 Oct 20, 2025

Our owners-partners get hands-on personal attention from Ms. Staci Martineau. Her expertise, confidence, and professionalism is unparalleled in our decades of C-level experience. Staci is like our CFO. Our next level needs for accounting support are provided seamlessly, but with names and emails and a personal touch, always.
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1 of 1 Financial Advising & Planning reviews are 5 stars

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

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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Average Project Cost Breakdown

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

What Clients Have Said
Client feedback indicates that Diener & Associates offers competitive pricing and exceptional value for money. One client noted their 'good value for cost' while another highlighted the 'tax savings' achieved through their services. Overall, clients appreciate the responsiveness and professionalism of the team, which enhances the perceived value. The consistent positive sentiment surrounding the company's pricing and delivered results suggests a strong alignment between cost and quality of service.
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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
In the past six months, Adquiere has received positive feedback for its professional project management and timely delivery. Clients praised the team's ability to provide clear company valuations and facilitate buyer negotiations, with one client noting their impressive efficiency and minimal client involvement. Overall, the sentiment is overwhelmingly positive, with clients expressing high satisfaction and recommending Adquiere for its expertise and alignment with company values.
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3 of 3 Financial Advising & Planning reviews are 5 stars

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

$10,000 – $49,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Evaluation for Fitness Studio
5.0 — Adquiere provided business evaluation services for a fitness studio. The team assessed the client's business and helped them sell it. Read more
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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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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 company renowned for organizing impactful events and conducting personality and leadership assessments. Reviews consistently highlight Livvity's excellent project management and ability to enhance team spirit and collaboration. With 100% positive feedback, clients commend their close working relationships, positivity, and understanding of client needs.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients praised Livvity for their exceptional project management and ability to foster team cohesion. One client highlighted the positive impact of a team-building event, noting improved collaboration and morale among team members. They appreciated Livvity's understanding of their needs and the quality of service provided. Overall sentiment is highly favorable, with clients expressing satisfaction and no suggested areas for improvement.
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Industry Experience

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

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Average Project Cost Breakdown

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

5.0 2 reviews

$1,000+

$50 - $99 / hr

2 - 9

Dubai, United Arab Emirates

Services provided

20% Financial Advising & Planning

20% Accounting

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

20% Tax Law

15% Business Consulting

5% Banking Law

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

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Reviews mention Unique expertise
Clients consistently highlight Al Burhan Accounting's unique expertise in managing complex financial projects. One client noted their ability to provide accurate sponsorship targets and expense forecasts, which led to exceeding profitability expectations by 13%. Another reviewer emphasized the team's professionalism and expert knowledge, describing them as 'doctors for numbers.' Overall, the sentiment reflects high satisfaction with their specialized skills and effective communication, reinforcing their reputation as a reliable partner in accounting services.

Bookkeeping for Sports Marketing Company

5.0 Feb 1, 2023

I was skeptical to hire Al Burhan earlier due to their limited company size, but when I engaged with them, I realized Quality over Quantity still stands true any day. The Team is filled with experts, and they are really doctors for numbers.
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Industry Experience

Al Burhan Accounting and Taxation has demonstrated expertise in the advertising & marketing and sports industries, providing comprehensive financial management and accounting services. Clients praised their professionalism, timely communication, and ability to deliver measurable outcomes, such as cost savings and exceeding financial targets. Overall sentiment is highly positive, with clients highlighting the provider's thorough knowledge and dynamic involvement as key strengths, making them a suitable partner for businesses seeking reliable financial services in these sectors.
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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 praised Al Burhan Accounting for their professional and structured billing practices, often utilizing a retainer model. Feedback indicates a strong value-for-money proposition, as clients noted significant improvements in financial management and cost savings. For instance, one client achieved a 13% increase in expected targets due to Al Burhan's diligent services, while another reported immediate cost savings and taxation relief following their engagement. Overall, sentiment reflects satisfaction with the cost relative to the quality of service provided.
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$1,000 $2,000 $3,000

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

5.0 2 reviews

Undisclosed

Undisclosed

50 - 249

Fort Lauderdale, FL

Services provided

20% Financial Advising & Planning

20% Accounting

20% Commercial Financing +2 services

20% Financial Consulting

20% Fractional CFO Services

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

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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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Finsights Group

5.0 2 reviews

$1,000+

$200 - $300 / hr

2 - 9

Services provided

50% Financial Advising & Planning

50% Financial Consulting

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

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Reviews mention Experienced
Clients express a highly positive sentiment regarding the experience with Finsights Group, particularly highlighting their outstanding partnership and exceptional project management. One client noted how Waseem's thoughtful approach and integrity have significantly streamlined financial reporting processes, enhancing overall efficiency. The ability to deliver on time and adapt to client needs further reinforces their expertise. No areas for improvement were identified, underscoring the satisfaction with their services.

Financial Analysis & Support for Networking Business

5.0 Jun 9, 2025

Waseem is a very thoughtful partner who carefully considers the best ways to provide value to me as a client. When others might have inflated their hours or efforts, Waseem honestly and efficiently provides his consulting and experience in a way that optimizes the impact and cost to our business. The team has a very high degree of integrity and expertise.
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2 of 2 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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United Arab Emirates (1) United States (1)

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PLAIN PLAN SRL

5.0 2 reviews

$1,000+

$25 - $49 / hr

2 - 9

Chișinău, Moldova

Services provided

10% Financial Advising & Planning

50% Accounting

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

10% Corporate Law

5% HR Consulting

5% HR Outsourcing

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

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

Accounting & Bookkeeping for Management Consultancy Firm

5.0 Sep 3, 2021

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

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

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Average Project Cost Breakdown

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

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