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Ratings Updated: April 1, 2026

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MB Accounting Group LLC

3.5 3 reviews

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Verified

Undisclosed

$50 - $99 / hr

10 - 49

Portland, OR

Services provided

10% Financial Advising & Planning

55% Accounting

25% Finance & Accounting Outsourcing (FAO) +2

5% Digital Asset Management

5% Financial Consulting

Focus Areas

15% Debt Consulting

30% Actuarial Services

30% Wealth & Asset Management +4

10% Securities Brokerage

5% Mortgage & Loan Brokerage

5% Retirement Planning

5% Stocks Portfolio Management

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

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Industry Experience

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

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Average Project Cost Breakdown

Less than $10,000 (1)

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

MB Accounting Group LLC is very responsive
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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

Focus Areas

10% Debt Consulting

45% Actuarial Services

25% Mortgage & Loan Brokerage +1

20% Wealth & Asset Management

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

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2 of 2 reviews are 5 stars

Less than $10,000 avg. project cost

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

10% Back Office Outsourcing

10% Business Consulting

10% Corporate Law

10% HR Consulting

10% HR Outsourcing

10% Tax Law

Focus Areas

100% Debt Consulting

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 Exceptional results
The feedback regarding CLM Controller highlights exceptional results, particularly in their communication and responsiveness. A client noted that their company was set up within 30 days as promised, with outstanding support throughout the process. They emphasized the team's superb response times, often addressing queries late at night or on weekends. Overall, the sentiment reflects a high level of satisfaction, with clients appreciating the clear communication and commitment to legal compliance.

Account Services & Company Setup for IT Services Company

5.0 Mar 10, 2021

CLM absolutely helped me achieve those goals. The response time of the team in CLM is exceptional, often responding late at night or on weekends to questions I have. CLM's level of communication have far exceeded my expectations. There is rarely a delay in getting a response to my queries and any instructions/explanations I receive are always clear and easy to understand.
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1 of 1 Financial Advising & Planning reviews are 5 stars

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

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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More responsive than most other service providers

CLM Controller 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

15% Finance & Accounting Outsourcing (FAO)

15% Marketing Strategy

15% Social Media Marketing

10% Pay Per Click

Focus Areas

45% Debt Consulting

45% Wealth & Asset Management

10% Retirement Planning

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

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

Accounting Services & PPC & SEO Campaigns for Digital Agency

5.0 Aug 13, 2021

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

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

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have consistently noted that Brego Business offers cost-effective solutions, with one client highlighting a billing structure that was 'very cost-friendly and effective,' costing Rs. 30,000 for bookkeeping and Rs. 75,000 to 1,00,000 for ads and SEO. Overall sentiment reflects satisfaction with the value received, as clients appreciated the comprehensive service offerings and measurable outcomes, reinforcing their perception of good value for money.
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ViTWO (6 Livo Technologies Pvt Ltd)

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Kolkata, India

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

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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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

15% Business Consulting

10% Financial Consulting

Focus Areas

100% Debt Consulting

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

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Reviews mention Exceptional results
Clients have consistently praised WorldWide Local Connect Inc. for delivering exceptional results. One client noted a significant increase in foot traffic and to-go orders, highlighting that customers discovered the diner through the newly designed website. The quality of the work was described as 'exceptional,' with particular commendation for the effective communication and support provided throughout the project. Overall, clients express high satisfaction with the outcomes and the professionalism of the team.

Web Development for Restaurant

5.0 Jan 21, 2022

The website has generated a lot more foot traffic and to-go orders. Customers have said 'we found your diner online through your website.' For the to-go menus, we ordered 500 menus and went through them in only a few months. The quality of his work is exceptional! I was pleased with all of the projects Hans has done with me.
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1 of 1 Financial Advising & Planning reviews are 5 stars

$50,000 – $199,999 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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

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Sensiba LLP

5.0 10 reviews

Undisclosed

Undisclosed

250 - 999

San Ramon, CA

Services provided

10% Financial Advising & Planning

25% Accounting

20% Cybersecurity +4

15% Finance & Accounting Outsourcing (FAO)

10% Business Consulting

10% Compliance Consulting

10% Financial Consulting

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

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

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Reviews mention Exceptional performance
Sensiba LLP received exceptional feedback for their professionalism, expertise, and commitment during the SOC2 and ISO27001 audit process. The client, a Director of Engineering at MPAC, highlighted the auditors' thoroughness and attention to detail, which ensured compliance with high certification standards. The overall sentiment is overwhelmingly positive, with no suggested areas for improvement, emphasizing the seamless and efficient support provided throughout the engagement.

Auditing Services for Property Assessment Co

5.0 Jun 25, 2025

From beginning to end, their team exhibited outstanding professionalism, deep expertise, and unwavering commitment. The auditors were exceptionally thorough and detail-oriented, ensuring our systems and processes met the highest standards for certification. Their insightful guidance and consistent support made the entire process seamless and efficient.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

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

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

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

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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

10% Business Consulting

10% Financial Consulting

Focus Areas

100% Debt Consulting

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

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1 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

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

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

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

5.0 6 reviews

$25,000+

Undisclosed

2 - 9

Finchampstead, England

Services provided

30% Financial Advising & Planning

35% Blockchain

35% Cybersecurity

Focus Areas

30% Debt Consulting

25% Retirement Planning

15% Actuarial Services +2

15% Mortgage & Loan Brokerage

15% Wealth & Asset Management

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 Knowledgeable
Clients have consistently praised Melmac Solutions Limited for their extensive knowledge and expertise in financial planning and cybersecurity. One client highlighted their 'in-depth knowledge' and 'deep understanding' of industry-specific challenges, which allowed for tailored solutions. Their professionalism and proactive communication further contributed to a positive experience, demonstrating a strong capability to meet client needs effectively. Overall, sentiment regarding their knowledge is highly positive, with no reported areas for improvement.

Cybersecurity for Health & Care Services Orgnization

5.0 Jul 5, 2023

What impressed us most about Melmac Solution Limited was their expertise and in-depth knowledge of both financial planning and cybersecurity. They demonstrated a deep understanding of our industry's unique requirements and challenges. Their ability to design and implement tailored solutions showcased their commitment to providing top-notch services.
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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 Hardware & Software Company
5.0 — Melmac Solutions Limited conducted a cybersecurity assessment for a hardware and software company. The team designed a custom security framework and established secure network architecture, among Read more
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Industry Experience

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

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Average Project Cost Breakdown

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

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

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Alpharetta, GA

Services provided

20% Financial Advising & Planning

20% Accounting

20% Call Center Services +2

20% Commercial Financing

20% Insurance Services & Brokers

Focus Areas

100% Debt Consulting

Capital Recovery Corporation is a collections management company known for its efficient and responsive services. The reviews highlight their excellent project management and local presence, which fosters strong client relationships. Overall, 100% of the feedback is positive, emphasizing their knowledge, quick communication, and effective client portal, although a minor suggestion for further website improvement was noted.

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Industry Experience

Capital Recovery Corporation has demonstrated strong expertise in the financial services sector, particularly in collections management. Clients appreciate their responsiveness and effective communication, highlighting their ability to recover outstanding accounts efficiently. Their local presence fosters positive relationships, enhancing client satisfaction. Overall sentiment within the financial services industry is highly favorable, suggesting that companies seeking collection solutions would find a good match with this provider.
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Financial services

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive Capital Recovery Corporation as offering good value for money, particularly due to their contingency-based fee structure, which means they only charge when collections are successful. One client noted an annual investment of $750,000–$1 million with a collection rate of 12%, highlighting the effectiveness of their services. Additionally, their responsiveness and local presence were praised, further enhancing their perceived value.
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Ambit Tax & Accounting

4.8 3 reviews

$1,000+

< $25 / hr

10 - 49

Services provided

30% Financial Advising & Planning

70% Accounting

Focus Areas

100% Debt Consulting

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

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Reviews mention Adaptable
Ambit Tax & Accounting has received positive feedback regarding their adaptability from clients. One client highlighted their flexibility in accommodating specific needs and processes, stating, "They were always willing to adapt to our preferred processes." Additionally, their team showed a strong willingness to learn, as noted: "Even if they are unfamiliar with a process, they are always willing to learn, adapt and continue to support our success." Overall, the sentiment reflects a high level of satisfaction with their adaptability.

Outsourced Bookkeeping Support for CPA Firm

4.5 Oct 18, 2022

What I appreciate, was that they were always willing to adapt to our preferred processes and way of handling our work. We are very particular about the way that our accounting and tax work is managed as well as the level of detail required to substantiate our end results for our clients. Even if they are unfamiliar with a process, they are always willing to learn, adapt and continue to support our success.
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Industry Experience

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

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Average Project Cost Breakdown

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

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

Focus Areas

20% Debt Consulting

45% Mortgage & Loan Brokerage

20% Actuarial Services +1

15% Wealth & Asset Management

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 Proactive
Clients express a highly positive sentiment regarding Genistar Limited's proactive approach. One client noted their 'excellent project management' and appreciated how the team kept them updated on progress, making the process smooth and stress-free. They highlighted Genistar's responsiveness to queries and their ability to adapt solutions in real time. While they suggested more frequent proactive updates during later stages, overall feedback indicates that Genistar's commitment to tailored solutions and client support is exemplary.

Insurance Policy, Business & Financial Consulting for IT Co

5.0 Jul 2, 2025

Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were proactive in keeping us updated on progress and next steps, which made the entire process smooth and stress-free. Overall, we were very happy with Genistar’s service. If anything, during the later stages of implementation, more frequent proactive updates could have given us added peace of mind, but we understand they were very busy finalising the details.
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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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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

10% Corporate Law

5% HR Consulting

5% HR Outsourcing

Focus Areas

100% Debt Consulting

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 High-quality work
Clients consistently express high satisfaction with PLAIN PLAN SRL's services, highlighting their 'prompt, accurate, and professional service.' One CEO noted their 'clear and high-quality work' and emphasized that the team meets all deadlines. Additionally, clients appreciate the comprehensive legal and tax consulting provided, showcasing the company's expertise in the bookkeeping sector. Overall, the sentiment is overwhelmingly positive, with clients recommending PLAIN PLAN as a reliable partner for bookkeeping support.

Accounting Services for IT Solutions

5.0 Jul 5, 2021

They execute clear and high-quality work, and, most importantly, in compliance with all deadlines, makes us very happy! Competent consulting on reducing costs and optimizing taxes point out the high professionalism of the PLAIN PLAN employees.
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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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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

Focus Areas

15% Debt Consulting

25% Mortgage & Loan Brokerage

25% Retirement Planning +2

20% Wealth & Asset Management

15% Actuarial Services

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 Experienced
Clients express high satisfaction with Imperial Advisory, CFOs, noting their outstanding reputation and decades of relevant experience. One CEO highlighted a seamless engagement process and impressive turnaround, receiving results in under 24 hours despite a tight deadline. The professionalism and value of the outcomes were emphasized, with no significant areas for improvement mentioned, reflecting an overall positive sentiment towards their expertise and responsiveness.

Financial Consultation for Marketing Agency

5.0 Dec 21, 2021

They came with decades of relevant experience to companies like ours.
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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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Smith Mandel & Associates LLP

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

Smith Mandel & Associates LLP is an accounting firm specializing in tax-related services and audits. They have received overwhelmingly positive feedback, with clients highlighting their proactive approach and excellent project management skills. Notably, they facilitated a $30,000 recovery for a client, underscoring their effectiveness and reliability.

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Industry Experience

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

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Average Project Cost Breakdown

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

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

20% Tax Law

15% Business Consulting

5% Banking Law

Focus Areas

35% Debt Consulting

35% Mortgage & Loan Brokerage

30% Wealth & Asset Management

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 Professional
Clients consistently praised Al Burhan Accounting for their professionalism and structured approach to services. One client noted the firm's account manager as 'very professional' and highlighted the team's prompt responsiveness to emails. Another client emphasized the quality of their expertise, stating, 'the team is filled with experts.' Overall, the sentiment reflects a high level of satisfaction with Al Burhan's professional demeanor and effective communication throughout the engagement.

Bookkeeping for Sports Marketing Company

5.0 Feb 1, 2023

The account manager is very professional. The Whole team is in fact very professional. One email and things always got into action.
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Average Project Cost Breakdown

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

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

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

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

5.0 5 reviews

$1,000+

< $25 / hr

10 - 49

Services provided

10% Financial Advising & Planning

50% Accounting

25% Finance & Accounting Outsourcing (FAO) +1

15% Fractional CFO Services

Focus Areas

50% Debt Consulting

45% Wealth & Asset Management

5% Stocks Portfolio Management

Accountsly is a proficient Financial Advising and Planning company offering comprehensive accounting, tax compliance, and advisory services. With a 100% positive feedback rate, clients commend their expertise in financial reporting, proactive management, and e-commerce accounting. Approximately 67% highlight their timely, accurate delivery and a value-driven approach, contributing to enhanced financial control and growth.

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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

Accounting & Financial Advising for E-Commerce Company
5.0 — Accountsly handled an e-commerce ocmpany's bookkeeping and sales tax management efforts. They cleared and managed the client's accounts, registered them for taxes, and handled their compliance Read more
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Industry Experience

Accountsly has garnered positive feedback primarily in the eCommerce and business services industries. Clients praise their expertise in bookkeeping, financial reporting, and tax compliance, highlighting their proactive approach and timely deliverables. In eCommerce, they excel in managing complex tax regulations and ensuring accurate financial records, contributing to improved financial transparency and compliance. In business services, they provide comprehensive financial management solutions, enhancing efficiency and profitability. Overall, Accountsly is a strong fit for clients in eCommerce and business services seeking reliable accounting support.
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eCommerce Business services

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Australia (2) United States (2) Denmark (1)

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Diener & Associates

5.0 4 reviews

$1,000+

$150 - $199 / hr

10 - 49

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2

20% Financial Consulting

20% Fractional CFO Services

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

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

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

Financial Consulting for Life Sciences Company

5.0 Oct 20, 2025

Finally, trust. Our owner-partners, the CEO and COO, trust Diener completely. We have had long partnerships with a handful of businesses that we can truly call partners. For finance and accounting services, trust is paramount.
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3 of 3 reviews are 5 stars

1 new review for Financial Advising & Planning services

$10,000 – $49,000 avg. project cost

Reviewed 3 times in the past 6 months
Recent reviews for Diener & Associates highlight their exceptional expertise in federal accounting and compliance, with clients praising their responsiveness and personalized service. Notably, a COO commended their seamless integration into their team and the professionalism of key staff members. Another client reported significant efficiency gains, reducing staffing needs while maintaining compliance. Overall, sentiment is overwhelmingly positive, with trust and strong partnership emphasized as key strengths.
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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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Denver, Colorado (1) Alexandria, Virginia (1) Warrenton, Virginia (1)

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Braj Aggarwal, CPA, P.C.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Jackson Heights, NY

Services provided

10% Financial Advising & Planning

80% Accounting

10% Finance & Accounting Outsourcing (FAO)

Focus Areas

40% Debt Consulting

60% Mortgage & Loan Brokerage

Braj Aggarwal, CPA, P.C. is an accounting and auditing firm recognized for its full-suite services and adherence to Generally Accepted Auditing Standards (GAAS). The reviews consistently highlight their timely service delivery and effective communication, with approximately 100% of clients expressing satisfaction. Notably, the direct access to senior staff and the firm's efficient processes are frequently praised by clients.

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Reviews mention Timely
Clients consistently praised Braj Aggarwal, CPA, P.C. for their timely service delivery. One client highlighted that the firm provided 'timely and effective services' through dedicated account managers and support staff. Another noted the 'excellent, full-suite accounting services provided in a timely manner.' Overall, the sentiment regarding timeliness is overwhelmingly positive, indicating reliable and prompt service that meets client expectations.

Accounting Services for Technology Company

5.0 Feb 25, 2022

They have dedicated account managers with support staff that provided timely and effective services. Excellent, full-suite accounting services provided in a timely manner.
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Industry Experience

Braj Aggarwal, CPA, P.C. demonstrates strong expertise in the IT Services and Manufacturing sectors. Clients in IT praised their full-suite accounting services and effective communication, highlighting timely support and exceeding expectations. In Manufacturing, their auditing capabilities were noted for compliance with standards and efficient processes, facilitating smooth audits. Overall, client sentiment is positive, particularly in the technology and manufacturing industries, making them a suitable choice for firms seeking responsive and knowledgeable accounting and auditing services.
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IT Services Manufacturing

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Average Project Cost Breakdown

What Clients Have Said
Clients express a positive sentiment regarding the cost and value for money offered by Braj Aggarwal, CPA, P.C. One client noted their investment ranged from $50,000 to $200,000, and described the service as exceeding expectations, emphasizing the firm's timely and effective delivery. Another reviewer highlighted the firm's full-suite accounting services as excellent, indicating a perception of high value relative to cost. Overall, feedback suggests that clients find the firm’s pricing appropriate given the quality of service provided.
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BBNC

4.9 9 reviews

$1,000+

$25 - $49 / hr

10 - 49

Bengaluru, India

Services provided

10% Financial Advising & Planning

40% Accounting

20% Tax Law +3

10% Corporate Law

10% Intellectual Property Law

10% Labor & Employment Law

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

BBNC is a comprehensive accounting and compliance firm offering services such as tax registration, bookkeeping, legal consulting, and compliance management. Feedback from reviews indicates high satisfaction with their professional expertise, responsiveness, and cost transparency, with 100% of clients commending their timely and efficient service delivery. BBNC is consistently praised as a knowledgeable and reliable partner, providing seamless multi-service solutions under one roof.

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Reviews mention Knowledgeable
BBNC has received consistently positive feedback regarding their expertise and knowledge in accounting and tax matters. Clients highlighted their ability to quickly understand complex issues and provide effective solutions, as noted by one client who praised their taxation expertise for resolving a significant tax demand within two weeks. Another client emphasized the team's experience and responsiveness, stating their knowledge was impressive. Overall, clients expressed satisfaction with BBNC's knowledgeable approach, leading to successful outcomes and timely service.

B2C Accounting Services for Freelance Senior Accountant

5.0 Jul 14, 2021

Their experience and knowledge on the subject, especially on the provisions of the tax, were noteworthy.
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Accounting & Compliance Services for IT Company

5.0 Jul 13, 2021

The allocated team was experienced and knowledgeable, consistently providing reports on a timely basis.
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Bookkeeping & Accounting for Financial Services Company

4.5 May 10, 2021

Their responsiveness and knowledge of the subject matter were impressive.
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Industry Experience

BBNC has demonstrated significant expertise across various industries, including Financial Services, IT Services, Human Resources, Real Estate, Construction, and others. Clients appreciate their responsiveness, transparency in billing, and deep knowledge of compliance and accounting processes. Overall sentiment indicates a strong satisfaction, particularly in Financial Services and IT, where timely and effective solutions were emphasized. Their ability to provide comprehensive, sector-specific services makes them a valuable partner for businesses seeking reliable accounting and compliance support.
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Financial services IT Services Human Resources Other Industry Real estate Construction

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Average Project Cost Breakdown

Less than $10,000 (5)

What Clients Have Said
BBNC is noted for its fair and transparent pricing structure, with clients appreciating the lack of hidden costs. One client highlighted the cost-effectiveness in comparison to hiring an in-house accountant, stating, 'the best part we decided to go with them is the cost.' Overall, feedback indicates that clients find their services reasonably priced and aligned with market rates, contributing to a positive perception of value for money.
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SALUS Capital | Strategy

4.8 3 reviews

$10,000+

$150 - $199 / hr

2 - 9

Services provided

10% Financial Advising & Planning

20% Business Valuation Services

15% Financial Consulting +5

15% Fractional CFO Services

10% Business Consulting

10% Commercial Financing

10% Funding & Investment

10% Market Research

Focus Areas

25% Debt Consulting

40% Retirement Planning

35% Wealth & Asset Management

SALUS Capital | Strategy is a Financial Advising and Planning firm specializing in strategic financial evaluation, investment advisory, and wealth management. With 100% positive feedback from reviewers, clients commend their detailed financial analysis, timely delivery, and exceptional project management. Their ability to understand complex needs and deliver clear, actionable insights makes them a trusted partner in financial advisement and corporate financial planning.

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Reviews mention Great project management
Clients have expressed high satisfaction with SALUS Capital | Strategy's project management capabilities, highlighting their consistent on-time delivery and proactive communication. One client noted the team's insightful responses and meticulous attention to detail, which fostered a collaborative experience. The professionalism exhibited in executing complex project requirements was particularly appreciated, reinforcing the sentiment that SALUS Capital | Strategy effectively aligns with client objectives and enhances overall project outcomes.

Market Research for Retail Company

4.5 Nov 14, 2023

They exhibited outstanding project management throughout our collaboration. They consistently delivered items on time, aligning perfectly with the agreed-upon deadlines. Their team's response to our needs was not only timely but also insightful, demonstrating a deep understanding of our objectives. The attention to detail and the seamless execution of their work were particularly impressive. Their proactive communication ensured that we were always informed and confident in the progress of our project.
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1 of 2 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Valuation Services for Healthcare Company
5.0 — SALUS Capital | Strategy was hired by a healthcare company to conduct due diligence on a company they were looking to acquire. They conducted financial analysis, business valuation, and projections. Read more
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Industry Experience

SALUS Capital | Strategy demonstrates notable expertise across various industries, including healthcare, advertising & marketing, and information technology. In healthcare, they excelled in due diligence and financial evaluations, receiving praise for their transparency and thoroughness. In advertising & marketing, they provided valuable insights into franchise profitability and internal controls. Their work in IT was marked by efficient negotiation strategies and comprehensive valuations. Overall, clients appreciate their professionalism, attention to detail, and ability to deliver timely results, making them a strong contender for projects in these sectors.
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Healthcare Advertising & marketing Information technology

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Average Project Cost Breakdown

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

What Clients Have Said
Clients of SALUS Capital | Strategy consistently highlight the company's strong value for money and competitive pricing. One CEO noted their services were a 'good value for cost,' while a Master Franchisor emphasized that their pricing 'fit our budget' and provided 'good value.' Overall, the sentiment is overwhelmingly positive, with clients praising the quality and efficiency of the services provided, often leading to ongoing partnerships.
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Finanezy Business Solutions

5.0 1 review

Undisclosed

< $25 / hr

2 - 9

Services provided

20% Financial Advising & Planning

35% Finance & Accounting Outsourcing (FAO)

30% Accounting +1

15% Business Consulting

Focus Areas

35% Debt Consulting

35% Mortgage & Loan Brokerage

30% Wealth & Asset Management

Finanezy Business Solutions is a financial services company that excels in handling accounting, legal, and other financial needs for clients. All reviews are positive, emphasizing their effective project management, timely completion of tasks, and flexibility in billing. Approximately 100% of reviewers highlighted the firm's impressive data recording and presentation skills.

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Industry Experience

Finanezy Business Solutions has demonstrated strong expertise in the financial services industry, receiving positive feedback for their efficient handling of accounting, legal, and ERP-related services. Clients commend their timely project completion and effective communication. The firm is praised for its flexible billing structure and adaptability to changing environments, making it a suitable partner for organizations seeking reliable financial solutions.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed that Finanezy Business Solutions offers flexible and reasonable billing structures, highlighting the overall value for money provided. One client noted that their billing was 'very reasonable based on the services provided,' indicating satisfaction with the cost relative to the quality of work. Overall sentiment reflects a positive assessment of the company's pricing and value, with clients appreciating timely service delivery and effective communication.
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ADYZER

5.0 1 review

Undisclosed

< $25 / hr

10 - 49

Mississauga, Canada

Services provided

20% Financial Advising & Planning

70% Accounting

10% Financial Consulting

Focus Areas

25% Debt Consulting

40% Mortgage & Loan Brokerage

25% Wealth & Asset Management +2

5% Retirement Planning

5% Stocks Portfolio Management

ADYZER is a financial advising and planning company specializing in streamlining e-commerce accounting, managing payroll, and ensuring tax compliance. Reviews highlight their efficient project management and proactive communication, with 100% of feedback noting enhanced financial insights and operational efficiency. A suggested improvement includes a more user-friendly client dashboard for real-time financial tracking.

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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 Digital Agency
5.0 — ADYZER provided accounting services for a digital agency. The team managed e-commerce accounting, tracked sales, handled payroll processes, ensured tax compliance, and generated financial reports. Read more
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Industry Experience

ADYZER has demonstrated expertise in the Advertising & Marketing industry, particularly in streamlining e-commerce accounting and enhancing financial management for digital agencies. Feedback highlights their strengths in project management, timely delivery, and proactive communication, leading to improved operational efficiency and financial insights. Overall sentiment in this industry is positive, indicating that ADYZER is a suitable partner for businesses seeking tailored digital solutions and enhanced financial strategies.
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Advertising & marketing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have noted that ADYZER offers good value for money, with one reviewer highlighting that their pricing fit within budget while still delivering quality results. The company's ability to streamline accounting processes and ensure timely deliverables has been commended, reflecting positively on their overall cost-effectiveness. However, there is a suggestion for improvement in providing a more user-friendly client dashboard to enhance transparency, which could further increase perceived value.
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PND50 Co., Ltd.

5.0 4 reviews

$1,000+

$300+ / hr

2 - 9

Bangkok, Thailand

Services provided

25% Financial Advising & Planning

50% Accounting

25% Commercial Financing

Focus Areas

25% Debt Consulting

30% Actuarial Services

30% Mortgage & Loan Brokerage +1

15% Stocks Portfolio Management

PND50 Co., Ltd. is a financial advisory firm specializing in investor relations, M&A, and comprehensive financial management. The company consistently receives positive feedback, with clients praising their timely delivery, innovative solutions, and in-depth understanding of client needs. Notably, 100% of reviewers highlighted their effective communication and alignment with company values, contributing to successful financial outcomes.

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2 of 2 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent client feedback for PND50 Co., Ltd. reflects a positive sentiment, highlighting their effective communication and project management skills. One client noted their assistance in closing a $3 million Series A funding round, emphasizing their proactive approach and timely document delivery. Another client praised their ability to identify investor prospects and provide tailored financial models. Both reviews commend the company's cultural alignment and value for cost, with no significant areas for improvement mentioned.
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Industry Experience

PND50 Co., Ltd. has demonstrated strong expertise in the Retail and entrepreneurial sectors. In Retail, they successfully supported ALOHAS in securing $3 million in Series A funding through meticulous financial management. Their work in the entrepreneurial ecosystem for TagPlus showcased their proficiency in M&A and financial advisory, leading to favorable company valuations and investor connections. Overall, feedback reflects a high level of satisfaction with their communication, project management, and cultural alignment, indicating a good fit for clients in both industries.
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Other industries

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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 highlight PND50 Co., Ltd.'s competitive pricing and strong value for money. One client noted, 'Pricing fit our budget' and emphasized a 'good value for cost,' while another appreciated their 'great culture fit' and alignment of company values. Overall, feedback indicates satisfaction with the financial services provided, particularly in terms of cost-effectiveness and the quality of deliverables, contributing to successful project outcomes.
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Brazil (1) Spain (1)

This provider is fluent in 2 languages:

English

Thai

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Biel Investment Capital

5.0 1 review

$10,000+

$100 - $149 / hr

2 - 9

Services provided

30% Financial Advising & Planning

25% Commercial Financing

25% Funding & Investment +2

10% Business Consulting

10% Financial Consulting

Focus Areas

20% Debt Consulting

50% Wealth & Asset Management

20% Mortgage & Loan Brokerage +1

10% Retirement Planning

Biel Investment Capital is an investment advisory firm offering services in financial advising, financial planning, and wealth management. Feedback indicates a high level of satisfaction, with 100% of reviewers noting their timely delivery and excellent responsiveness, emphasizing the firm's strong alignment with client values and cost-effective pricing.

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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

Investment Advisory Services for Business Consulting Co
5.0 — Biel Investment Capital provides investment advisory services for a business consulting company. The team provides investment advisory, financial accounting, and merger and acquisition services. Read more
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Industry Experience

Biel Investment Capital has received positive feedback primarily in the Advertising & Marketing industry, where they provided valuable investment advisory, financial accounting, and merger and acquisition services. Clients praised their alignment with company values, budget-friendly pricing, and timely project management. Overall sentiment reflects strong expertise and a commitment to delivering measurable results, making them a suitable partner for businesses seeking financial consulting and investment services.
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Select Industry to see insights

Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients have expressed positive sentiments regarding Biel Investment Capital's pricing and value for money. One review highlighted that the company's pricing fit the client's budget while providing good value for the cost, emphasizing alignment with the client's values and culture. Additionally, the client noted satisfaction with the services received, stating they felt they received value for their investment. Overall, the feedback suggests that Biel Investment Capital delivers competitive pricing along with quality service.
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The CPA Group

5.0 5 reviews

$5,000+

$300+ / hr

10 - 49

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2

20% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services

Focus Areas

20% Debt Consulting

40% Wealth & Asset Management

25% Retirement Planning +1

15% Stocks Portfolio Management

The CPA Group is a firm specializing in comprehensive accounting services, including bookkeeping, strategic tax planning, and fractional CFO services. Across their reviews, they are consistently praised for their high-quality work, effective communication, and proactive solutions. Notably, 100% of reviewers appreciate their expertise and personalized approach, with no areas for improvement mentioned.

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Reviews mention Efficient
The CPA Group is praised for their efficient project management and timely delivery of services. One client highlighted their ability to anticipate needs and provide proactive solutions, resulting in a smooth process. They effectively streamlined financial operations, enabling the client to focus on growth while maintaining accurate bookkeeping and compliance. Overall, the sentiment reflects a strong appreciation for The CPA Group's efficiency and reliability in meeting client objectives.

Accounting & Business Valuation Services for Healthcare Co

5.0 Dec 31, 2024

TCG's communication was clearly their strong-suit. From the beginning, they were always communicative and responsive which I think really made things go smoothly. Even if they didn't have the answer on the spot or in that moment, they still let us know they'd get back to us and when exactly we should expect a response. Deliverables and timelines were met because at the beginning of the project, we outlined the milestones and practical dates we could achieve them. They set our expectations well and executed well and that's why this project ultimately succeeded.
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Industry Experience

The CPA Group has demonstrated strong expertise in the healthcare, information technology, and advertising industries. Clients from the healthcare sector praised their ability to enhance financial understanding and improve margins through precise accounting, leading to successful business sales. In the IT industry, feedback highlighted their meticulous bookkeeping and strategic tax planning, fostering trust and transparency for investors. Additionally, advertising clients commended their proactive financial management, optimizing cash flow and reducing tax liabilities. Overall, The CPA Group is well-suited for businesses aiming for financial growth and operational efficiency.
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Select Industry to see insights

Cleaners Information technology Advertising & marketing

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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 The CPA Group for providing good value for their cost, with several noting that their pricing aligns well with project budgets. One client highlighted that, while the firm is not inexpensive, the quality of work delivered justifies the cost, resulting in improved financial outcomes. Overall sentiment reflects satisfaction with the return on investment and the company's ability to meet financial objectives efficiently.
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DNYC Ltd

5.0 2 reviews

$5,000+

$200 - $300 / hr

Freelancer

London, England

Services provided

10% Financial Advising & Planning

15% Business Consulting

15% Business Valuation Services +7

15% Financial Consulting

10% AI Consulting

10% Compliance Consulting

10% Fractional CFO Services

5% Business Continuity Management

5% Corporate Training & Coaching

5% IT Strategy Consulting

Focus Areas

100% Debt Consulting

DNYC Ltd is a strategic and regulatory advisory company specializing in Financial Advising and Planning, particularly for crypto market expansion. Overall feedback is overwhelmingly positive, with 100% of reviewers highlighting their expertise in regulatory guidance and strategic alignment. Clients commend their professional approach, regulatory knowledge, and effective project management, resulting in successful license applications and improved compliance frameworks.

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2 of 2 reviews are 5 stars

1 new review for Financial Advising & Planning services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
In recent reviews, clients have praised DNYC Ltd for their strategic guidance and regulatory expertise in the fintech and marketing sectors. One client highlighted their effective project management and timely delivery of services, resulting in successful crypto licensing applications and improved compliance frameworks. Another review commended their proactive communication style and thorough e-commerce platform assessments, which led to significant operational cost reductions. Overall, the sentiment is highly positive, reflecting satisfaction with DNYC Ltd's professionalism and value.
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Industry Experience

DNYC Ltd has received positive feedback across multiple industries, particularly in Advertising & Marketing and Financial Services. In Advertising, they excelled in e-commerce platform optimization, demonstrating strong project management and communication skills that led to improved customer satisfaction and reduced operational costs. In Financial Services, their expertise in regulatory advisory for the fintech sector facilitated successful crypto market expansion and compliance. Overall, clients highlight DNYC Ltd's professionalism and strategic insight, making them a suitable partner for projects in digital marketing and fintech.
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Financial services

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Asesora

5.0 4 reviews

Undisclosed

Undisclosed

250 - 999

Dubai, United Arab Emirates

Services provided

10% Financial Advising & Planning

10% Accounting

10% Banking Law +7

10% Business Consulting

10% Compliance Consulting

10% Corporate Law

10% Finance & Accounting Outsourcing (FAO)

10% Finance Law

10% Fractional CFO Services

10% Funding & Investment

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Retirement Planning +4

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Mortgage & Loan Brokerage

Asesora is a business consultancy firm providing services such as business setup, licensing, financial compliance, and PRO support. Their reviews reflect a 100% positive sentiment, highlighting their efficiency, responsiveness, and ability to make complex processes stress-free. Clients particularly appreciate Asesora's proactive approach and deep industry knowledge, emphasizing their role as a partner rather than just a service provider.

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Industry Experience

Asesora demonstrates expertise across the Food & Beverages and Construction industries. In the Food & Beverages sector, they excelled in facilitating business registration and licensing for a Pan-Asian restaurant, earning praise for their proactive support and timely delivery. In Construction, they successfully assisted a company in establishing a branch in Dubai, ensuring regulatory compliance and efficient project management. Overall, feedback highlights their responsiveness, thoroughness, and alignment with client values, making them a strong fit for businesses in these industries.
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Food & Beverages Construction

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Average Project Cost Breakdown

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

What Clients Have Said
Clients consistently highlight Asesora's competitive pricing and exceptional value for money. One client noted that their pricing fit within budget while providing good value for the cost. Another echoed similar sentiments, emphasizing that Asesora's services were cost-effective and delivered efficiently, contributing to a smooth and stress-free experience. Overall, the sentiment regarding cost and value is highly positive, with clients appreciating the balance between affordability and quality.
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USP House

4.3 2 reviews

$1,000+

$50 - $99 / hr

10 - 49

Noida, India

Services provided

15% Financial Advising & Planning

20% Business Consulting

15% Market Research +5

15% Marketing Strategy

10% Digital Strategy

10% Financial Consulting

10% Funding & Investment

5% IT Strategy Consulting

Focus Areas

35% Debt Consulting

35% Wealth & Asset Management

30% Mortgage & Loan Brokerage

USP House is a marketing support company specializing in creating compelling marketing strategies and digital campaigns. Reviews highlight their proactive and communicative approach, with 100% of feedback indicating satisfaction with project management and a smooth engagement. While praised for their initiative, occasional assertiveness in service offerings was noted.

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Industry Experience

USP House has demonstrated expertise in the financial services industry, particularly in digital payments, by providing effective marketing support and strategic planning during the shifting market conditions post-COVID-19. Feedback highlights their proactive approach, smooth communication, and timely project management. Overall sentiment indicates a positive impact, with clients appreciating their understanding of unique challenges and solutions tailored to fundraising efforts. Potential clients in financial services would benefit from their collaborative and strategic capabilities.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive USP House as providing good value for money, especially considering their proactive approach and effective project management. One client noted an investment of £2,000 (approximately $2,600 USD) for ongoing marketing support, reflecting a reasonable cost given their positive initial results. However, there are mentions of aggressive upselling tactics, suggesting a need for clear communication regarding service needs to ensure alignment and satisfaction.
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The Wow Company

4.0 1 review

Undisclosed

Undisclosed

50 - 249

Services provided

20% Financial Advising & Planning

20% Finance & Accounting Outsourcing (FAO)

15% Accounting +4

15% Business Consulting

15% Business Valuation Services

10% Financial Consulting

5% Commercial Financing

Focus Areas

25% Debt Consulting

40% Wealth & Asset Management

20% Retirement Planning +2

10% Actuarial Services

5% Stocks Portfolio Management

The Wow Company specializes in accounting services, including tax preparation, bookkeeping, and business consulting support. Feedback highlights their deep understanding of design agencies, flexibility, and innovative solutions. While 100% of reviewers praise their expertise and support, minor improvement is suggested in response times. Overall, The Wow Company is highly recommended by clients for comprehensive and tailored accounting services.

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Industry Experience

The Wow Company has received positive feedback primarily from the Advertising & Marketing industry. Clients highlight their expertise in accounting, particularly in tax preparation and business consulting. They are noted for their understanding of agency needs and their ability to provide tailored solutions. Overall sentiment is strong, with clients appreciating their flexibility and knowledge, although some note occasional delays in responsiveness. This positions The Wow Company as an excellent choice for businesses in the creative sector looking for reliable accounting support.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Clients generally perceive The Wow Company as providing excellent value for money, particularly noting their tailored approach to accounting for agencies. One client highlighted that previous providers were 'too big and expensive,' while The Wow Company has been accommodating and understanding of their specific needs, leading to a significant investment of around £20,000 over several years. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided.
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More responsive than most other service providers

The Wow Company 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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Cardem Consulting

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Barranquilla, Colombia

Services provided

10% Financial Advising & Planning

50% Finance & Accounting Outsourcing (FAO)

20% Commercial Financing +2

10% Accounting

10% Business Consulting

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Mortgage & Loan Brokerage +4

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Retirement Planning

Cardem Consulting is a financial advising firm specializing in credit analysis for invoice factoring. Reviews highlight their expertise in improving credit accuracy, enhancing risk management, and streamlining processes. All feedback is positive, with 100% of reviewers praising their tailored solutions and timely project management. Their innovative approaches and comprehensive understanding of client needs distinguish them as a valuable partner in financial advising and planning.

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1 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Financial Consulting for Financial Services Company
5.0 — Cardem Consulting provides financial consulting support for a financial services company. They provide invoice factoring consulting support to help ensure accurate credit evaluations and reduce Read more
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Industry Experience

Cardem Consulting has demonstrated significant expertise in the financial services industry, particularly in invoice factoring. Clients have praised their ability to enhance credit analysis capabilities, improve risk management, and streamline processes, resulting in accurate evaluations and reduced financial losses. Overall sentiment reflects strong satisfaction with their tailored solutions, timely delivery, and deep understanding of industry challenges, making them a suitable partner for firms seeking to optimize credit analysis and risk management in finance.
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Financial services

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed satisfaction with Cardem Consulting's pricing, noting it fits within their budget while providing good value for the cost. One client highlighted the company's ability to deliver tailored solutions that enhanced their credit analysis capabilities, improving both accuracy and risk management. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service offered by Cardem Consulting, with no reported areas for improvement.
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Coin Masters

5.0 1 review

$5,000+

$50 - $99 / hr

2 - 9

Services provided

20% Financial Advising & Planning

20% Accounting

20% Business Valuation Services +2

20% Finance & Accounting Outsourcing (FAO)

20% Fractional CFO Services

Focus Areas

10% Debt Consulting

40% Wealth & Asset Management

20% Retirement Planning +2

20% Stocks Portfolio Management

10% Securities Brokerage

Coin Masters is an accounting services company specializing in bookkeeping, bank reconciliation, and accounts management. Reviews indicate a high satisfaction rate, with 99% accuracy in financial records and a 30% reduction in overdue receivables. Clients praise their personalized approach and attention to detail, although streamlined communication and more detailed financial insights are suggested for improvement.

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Industry Experience

Coin Masters has demonstrated expertise primarily in the Advertising & Marketing industry, providing effective bookkeeping services that resulted in a 99% accuracy rate and a 30% reduction in overdue receivables. Clients appreciated their personalized approach, timely deliverables, and proactive communication. The overall sentiment is positive, highlighting their strengths in accuracy, efficiency, and client engagement. Potential clients in the digital agency sector seeking tailored financial solutions can expect impactful results from their partnership with Coin Masters.
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Advertising & marketing

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Average Project Cost Breakdown

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

What Clients Have Said
Coin Masters is praised for its competitive pricing, which aligned well with client budgets, as noted by the CEO of Borok Media. Clients reported a significant reduction in bookkeeping expenses by 15% and highlighted the overall value for money through efficient service delivery and high accuracy. While the company excels in personalized service and timely communication, clients suggested improvements in communication channels and financial insights to further enhance perceived value.
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The Wise CPAS

4.5 1 review

Undisclosed

< $25 / hr

10 - 49

Services provided

10% Financial Advising & Planning

90% Accounting

Focus Areas

20% Debt Consulting

20% Actuarial Services

20% Mortgage & Loan Brokerage +2

20% Retirement Planning

20% Wealth & Asset Management

The Wise CPAS is an accounting firm providing services including bookkeeping, accounting, and auditing. Reviews highlight their exceptional communication skills and timely delivery, with 100% of feedback being positive. Clients commend the dedication and availability of their team, suggesting strong professional reliability and expertise in their industry.

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Industry Experience

The Wise CPAS excels in the IT Services industry, receiving positive feedback for their communication skills, timely delivery, and dedicated staff. Clients from this sector appreciate their expertise in bookkeeping, accounting, and auditing, highlighting their effectiveness in managing projects. Overall sentiment is highly favorable within IT Services, making them a strong candidate for companies seeking reliable financial support in technology-driven environments.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients commend The Wise CPAS for providing excellent value for money, particularly noting their effective communication and timely delivery of services. One client highlighted their satisfaction with the hourly billing structure and the dedication of their team. Overall, feedback reflects a strong sentiment of appreciation for the quality of service relative to cost, with clients recommending their services without reservation.
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Oak View Law Group

Not yet reviewed

$1,000+

$50 - $99 / hr

50 - 249

Auburn, CA

Services provided

65% Financial Advising & Planning

30% Bankruptcy Law

5% Finance Law

Focus Areas

95% Debt Consulting

5% Retirement Planning

Headquartered in Auburn, California and Jacksonville, Florida, Oak View Law Group is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Bankruptcy Law.
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IRIS Business Services Ltd

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Navi Mumbai, India

Services provided

100% Financial Advising & Planning

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Securities Brokerage

Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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PathQuest Solutions

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Services provided

33% Financial Advising & Planning

34% Accounting

33% Finance & Accounting Outsourcing (FAO)

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

PathQuest Solutions, an Accounting company, was founded in 2021. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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Swift Debt Help

Not yet reviewed

$50,000+

Undisclosed

50 - 249

Worsley, England

Services provided

50% Financial Advising & Planning

50% Finance & Accounting Outsourcing (FAO)

Focus Areas

50% Debt Consulting

20% Mortgage & Loan Brokerage

20% Wealth & Asset Management +2

5% Actuarial Services

5% Retirement Planning

Swift Debt Help is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO).
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Trust Consulting Services

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Washington, DC

Services provided

30% Financial Advising & Planning

30% Business Consulting

30% IT Strategy Consulting +1

10% Financial Consulting

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting.
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Ascentia CPA

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Services provided

40% Financial Advising & Planning

50% Accounting

10% Tax Law

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

Established in 2020, Ascentia CPA is a small Accounting company. Their services include Accounting and Financial Advising & Planning.
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Optimizator Financial LLC

5.0 1 review

$5,000+

$100 - $149 / hr

2 - 9

Services provided

30% Financial Advising & Planning

20% Accounting

20% Business Consulting +2

20% Logistics & Supply Chain Consulting

10% Financial Consulting

Focus Areas

100% Debt Consulting

Optimizator Financial LLC specializes in financial modeling, budgeting, and accounting, offering services such as financial projections, inventory forecasting, and streamlined accounting systems. The reviews highlight Val's exceptional expertise in finance and operations, meticulous attention to detail, and effective communication, which have significantly supported clients in decision-making and achieving financial clarity. Clients appreciate Optimizator's unique, comprehensive approach and adherence to timeframes.

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befree UK

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Services provided

25% Financial Advising & Planning

25% Accounting

25% Back Office Outsourcing +1

25% Finance & Accounting Outsourcing (FAO)

Focus Areas

20% Debt Consulting

20% Mortgage & Loan Brokerage

20% Retirement Planning +2

20% Securities Brokerage

20% Wealth & Asset Management

Befree UK is a London, England-based Back Office Outsourcing company. Founded in 2006, the team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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Stocknet Aston Securities Aldenburg

Not yet reviewed

$5,000+

$100 - $149 / hr

50 - 249

Oslo, Norway

Services provided

50% Financial Advising & Planning

50% Financial Consulting

Focus Areas

50% Debt Consulting

50% Actuarial Services

Financial Advising & Planning and Financial Consulting company Stocknet Aston Securities Aldenburg was founded in 2002. The midsize team offers Financial Advising & Planning and Financial
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Addi

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Bogotá, Colombia

Services provided

100% Financial Advising & Planning

Focus Areas

100% Debt Consulting

Addi, a Financial Advising & Planning company, specializes in Financial Advising & Planning. The company is in Bogotá, Colombia.
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Kreditwala

5.0 1 review

$5,000+

Undisclosed

250 - 999

Delhi, India

Services provided

40% Financial Advising & Planning

30% Financial Consulting

30% Insurance Services & Brokers

Focus Areas

15% Debt Consulting

20% Mortgage & Loan Brokerage

20% Wealth & Asset Management +3

15% Actuarial Services

15% Securities Brokerage

15% Stocks Portfolio Management

Kreditwala provides services in Financial Advising and Planning, Investment Advisory, and Wealth Management. Reviews highlight its robust platform for navigating personal loans and credit card services, emphasizing accessibility and innovation. Clients commend its seamless project management and strategic partnerships with banks, making Kreditwala a reliable choice for diverse financial needs.

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Ledger Labs, Inc.

5.0 6 reviews

$1,000+

$50 - $99 / hr

50 - 249

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

15% Debt Consulting

15% Actuarial Services

15% Mortgage & Loan Brokerage +4

15% Securities Brokerage

15% Stocks Portfolio Management

15% Wealth & Asset Management

10% Retirement Planning

Ledger Labs, Inc. offers services in Financial Advising and Planning, with a notable expertise in Netsuite ERP implementation. The reviews highlight their effective project management, responsiveness, and ability to enhance operational efficiency, making them a valuable partner for achieving improved decision-making and streamlined processes. Clients appreciate their communication and collaborative approach, indicating high satisfaction with their services.

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Victory Auditors

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Services provided

30% Financial Advising & Planning

60% Accounting

10% Funding & Investment

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

To Provide High Quality, Cost-Effective And Timely Assurance And Advisory Services To Our Clients Without Compromising Our High Ethical And Professional Standards We Observe.
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Innovision Consulting Private Ltd.

Not yet reviewed

$25,000+

$50 - $99 / hr

50 - 249

Basildon, England

Services provided

10% Financial Advising & Planning

50% Business Consulting

20% Market Research +2

10% Corporate Training & Coaching

10% Financial Consulting

Focus Areas

50% Debt Consulting

50% Mortgage & Loan Brokerage

Innovision Consulting Private Ltd. Is a Business Consulting company. The team is in ঢাকা, Bangladesh and Basildon, England, and their services include Business Consulting and Market
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Doradca Finansowy Opole

Not yet reviewed

$10,000+

$25 - $49 / hr

10 - 49

Opole, Poland

Services provided

100% Financial Advising & Planning

Focus Areas

50% Debt Consulting

50% Mortgage & Loan Brokerage

Doradca Finansowy Opole is a Financial Advising & Planning company. The Opole, Poland-based company provides Financial Advising & Planning.
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MHOS

Not yet reviewed

$1,000+

$100 - $149 / hr

10 - 49

London, England

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

100% Debt Consulting

Founded in 2018, MHOS is a small Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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Botmatic Solutions Pvt.Ltd

5.0 1 review

Undisclosed

< $25 / hr

50 - 249

Pune, India

Services provided

40% Financial Advising & Planning

20% Accounting

15% Commercial Financing +2

15% Funding & Investment

10% Corporate Training & Coaching

Focus Areas

50% Debt Consulting

50% Wealth & Asset Management

VYAY the expense management system, a thoughtfully crafted problem solving product, for mid scale and large organizations, helps you simplify,standardize and automate the entire expenses management
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